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Sea Limited: Bears Didn't See This Coming
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23:47","market":"us","language":"en","title":"Sea Limited: Bears Didn't See This Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1183309348","media":"Seeking Alpha","summary":"SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings updat","content":"<html><head></head><body><h3>Summary</h3><ul><li>With its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.</li><li>We discuss how its e-commerce segment could reach profitability exiting Q4'23. However, investors need to factor in increased macro risks that could impact its monetization efforts.</li><li>We discuss why investors looking to add SE should continue to wait patiently first.</li><li>Revising from Speculative Buy to Hold for now.</li></ul><h3>Thesis</h3><p>We presented our thesis in our pre-earnings article on Sea Limited (NYSE:SE), arguing that the market had anticipated an underwhelming Q3 release as it closed in on its November lows.</p><p>As such, we aren't surprised that the market sent SE surging in a momentum spike, hitting our previous price target (PT), as SE rallied nearly 61% from its November bottom.</p><p>Management came out with guns blazing against bearish investors after pulling guidance in Q2 previously. Accordingly, CEO Forrest Li's emphasis in its Q3 commentary on Shopee (Sea Limited's e-commerce arm) to reach adjusted EBITDA breakeven exiting Q4'23 stunned the bears.</p><p>Notwithstanding, SE has pulled back nearly 20% from its recent surge, which should be expected. Moreover, we postulate that the market has likely reflected the optimism in Sea Limited's more constructive guidance with its recent surge. As such, we believe the market will likely parse Sea Limited's execution moving forward before a material re-rating is justified.</p><p>Hence, we believe the reward/risk in SE looks relatively well-balanced at these levels. Revising from Speculative Buy to Hold for now.</p><h3>Shopee: How Can It Reach Adjusted EBITDA by FY23?</h3><p><img src=\"https://static.tigerbbs.com/1382346c1bbcfe20f003a0de17e41dbd\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>The consensus estimates have been revised upward with management's upgraded guidance for Shopee. As such, Wall Street analysts project Sea Limited to post an adjusted EBITDA margin of 2.2% in FY23.</p><p>However, it's predicated on revenue growth of 16.7% for FY23, below FY22's 21.6% uptick. Based on management's commentary, we believe analysts have penciled in a higher bar for SE to cross. Therefore, as we postulated in our previous update, it has likely normalized the Street's more pessimistic forecasts.</p><p>Notably, management highlighted that its focus on its e-commerce profitability drive "may see no growth or even negative growth in certain operating metrics in the near term."</p><p>Hence, the critical profitability driver will be cutting costs expeditiously and improving efficiencies concurrently.</p><p>But the crucial question is how far Shopee is from reaching adjusted EBITDA breakeven.</p><p><img src=\"https://static.tigerbbs.com/15df8e681c7c79fd10f5b2355f45beca\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>Shopee posted an adjusted EBITDA margin of -26% in FQ3, up from Q2's -37%. Notably, Shopee has also continued to improve its path toward profitability constructively. Hence, investors could be assured that management's execution has been relatively consistent despite worsening macros impacting its key markets.</p><p><img src=\"https://static.tigerbbs.com/cd3289e72cdee0c506af925494c635f7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>Moreover, Shopee has managed to overcome the significant deceleration of revenue growth since Q1'21, corroborating management's confidence in optimizing efficiencies.</p><p>Notwithstanding, Shopee still posted revenue growth of 32.4% in FQ3, down from FQ2's 51.4%.</p><p>However, due to its cost-rationalization exercise, investors should expect its e-commerce segment to head toward an anemic gross merchandise value (GMV) growth phase. Also, we believe Shopee could be looking at lifting its e-commerce take rates in its profitability drive.</p><p><img src=\"https://static.tigerbbs.com/108ee5cedc45b9ad065e8b8d0bf01d99\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>As seen above, Shopee managed to post take rates of 10.1% in FQ3, well above FQ2's 9.2%. It has also been creeping up over time, which has helped Shopee deliver more robust monetization metrics, despite the slowdown in GMV growth (down to 13.7% in FQ3).</p><p>Hence, it's a lever that Shopee could continue to pull as it pushes toward adjusted EBITDA breakeven. Notably, Shopee posted core marketplace revenue growth of 54% YoY in FQ3, demonstrating its strong execution prowess and value proposition for its merchants.</p><p>Notwithstanding, macroeconomic headwinds could hamper its ability to drive further take rates accretion as it pulls back its GMV growth initiatives. An analyst on the earnings call also highlighted her concern, probing management whether it anticipated a marked impact on advertising revenue.</p><p>While management telegraphed its confidence in its advertising offerings, it also cautioned investors that worsening macro risks could impair Shopee's ability to monetize further (i.e., increase take rates), as Chief Corporate Officer Yanjun Wang articulated:</p><blockquote>We are mindful of the potential macro headwinds that, over time, [could] more deeply affect our region and the market as a whole. And this might affect, for example, people's purchase power, discretionary spending and to the point might also have a more pronounced effect on our platform and overall e-commerce in the region. When that happens, that could have a negative impact on our ability to monetize. (Sea Limited FQ3'22 earnings call)</blockquote><h3>Is SE Stock A Buy, Sell, Or Hold?</h3><p><img src=\"https://static.tigerbbs.com/ebf4e1fe75caa11214d125037e9c36e8\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>With the recent surge in SE, we postulate that near-term optimism on its revised guidance has likely been reflected.</p><p>Also, SE's valuation remains highly aggressive, as it last traded at an FY23 EBITDA multiple of 91x and an FY24 EBITDA multiple of 27.4x. Both are much higher than Sea Limited's e-commerce peers' median (7.3x NTM EBITDA) and gaming peers' median (8.6x NTM EBITDA).</p><p>We applaud management's initiative to justify its valuation through its profitability impetus. However, we assess that a further near-term re-rating is unlikely unless the market anticipates better execution from Sea Limited.</p><p>We should be able to glean more clues as SE looks to consolidate at its current pullback.</p></body></html>","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>Sea Limited: Bears Didn't See This Coming</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Bears Didn't See This Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 23:47 GMT+8 <a href=https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.We discuss how its e...</p>\n\n<a href=\"https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1183309348","content_text":"SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.We discuss how its e-commerce segment could reach profitability exiting Q4'23. However, investors need to factor in increased macro risks that could impact its monetization efforts.We discuss why investors looking to add SE should continue to wait patiently first.Revising from Speculative Buy to Hold for now.ThesisWe presented our thesis in our pre-earnings article on Sea Limited (NYSE:SE), arguing that the market had anticipated an underwhelming Q3 release as it closed in on its November lows.As such, we aren't surprised that the market sent SE surging in a momentum spike, hitting our previous price target (PT), as SE rallied nearly 61% from its November bottom.Management came out with guns blazing against bearish investors after pulling guidance in Q2 previously. Accordingly, CEO Forrest Li's emphasis in its Q3 commentary on Shopee (Sea Limited's e-commerce arm) to reach adjusted EBITDA breakeven exiting Q4'23 stunned the bears.Notwithstanding, SE has pulled back nearly 20% from its recent surge, which should be expected. Moreover, we postulate that the market has likely reflected the optimism in Sea Limited's more constructive guidance with its recent surge. As such, we believe the market will likely parse Sea Limited's execution moving forward before a material re-rating is justified.Hence, we believe the reward/risk in SE looks relatively well-balanced at these levels. Revising from Speculative Buy to Hold for now.Shopee: How Can It Reach Adjusted EBITDA by FY23?The consensus estimates have been revised upward with management's upgraded guidance for Shopee. As such, Wall Street analysts project Sea Limited to post an adjusted EBITDA margin of 2.2% in FY23.However, it's predicated on revenue growth of 16.7% for FY23, below FY22's 21.6% uptick. Based on management's commentary, we believe analysts have penciled in a higher bar for SE to cross. Therefore, as we postulated in our previous update, it has likely normalized the Street's more pessimistic forecasts.Notably, management highlighted that its focus on its e-commerce profitability drive \"may see no growth or even negative growth in certain operating metrics in the near term.\"Hence, the critical profitability driver will be cutting costs expeditiously and improving efficiencies concurrently.But the crucial question is how far Shopee is from reaching adjusted EBITDA breakeven.Shopee posted an adjusted EBITDA margin of -26% in FQ3, up from Q2's -37%. Notably, Shopee has also continued to improve its path toward profitability constructively. Hence, investors could be assured that management's execution has been relatively consistent despite worsening macros impacting its key markets.Moreover, Shopee has managed to overcome the significant deceleration of revenue growth since Q1'21, corroborating management's confidence in optimizing efficiencies.Notwithstanding, Shopee still posted revenue growth of 32.4% in FQ3, down from FQ2's 51.4%.However, due to its cost-rationalization exercise, investors should expect its e-commerce segment to head toward an anemic gross merchandise value (GMV) growth phase. Also, we believe Shopee could be looking at lifting its e-commerce take rates in its profitability drive.As seen above, Shopee managed to post take rates of 10.1% in FQ3, well above FQ2's 9.2%. It has also been creeping up over time, which has helped Shopee deliver more robust monetization metrics, despite the slowdown in GMV growth (down to 13.7% in FQ3).Hence, it's a lever that Shopee could continue to pull as it pushes toward adjusted EBITDA breakeven. Notably, Shopee posted core marketplace revenue growth of 54% YoY in FQ3, demonstrating its strong execution prowess and value proposition for its merchants.Notwithstanding, macroeconomic headwinds could hamper its ability to drive further take rates accretion as it pulls back its GMV growth initiatives. An analyst on the earnings call also highlighted her concern, probing management whether it anticipated a marked impact on advertising revenue.While management telegraphed its confidence in its advertising offerings, it also cautioned investors that worsening macro risks could impair Shopee's ability to monetize further (i.e., increase take rates), as Chief Corporate Officer Yanjun Wang articulated:We are mindful of the potential macro headwinds that, over time, [could] more deeply affect our region and the market as a whole. And this might affect, for example, people's purchase power, discretionary spending and to the point might also have a more pronounced effect on our platform and overall e-commerce in the region. When that happens, that could have a negative impact on our ability to monetize. (Sea Limited FQ3'22 earnings call)Is SE Stock A Buy, Sell, Or Hold?With the recent surge in SE, we postulate that near-term optimism on its revised guidance has likely been reflected.Also, SE's valuation remains highly aggressive, as it last traded at an FY23 EBITDA multiple of 91x and an FY24 EBITDA multiple of 27.4x. Both are much higher than Sea Limited's e-commerce peers' median (7.3x NTM EBITDA) and gaming peers' median (8.6x NTM EBITDA).We applaud management's initiative to justify its valuation through its profitability impetus. However, we assess that a further near-term re-rating is unlikely unless the market anticipates better execution from Sea Limited.We should be able to glean more clues as SE looks to consolidate at its current pullback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962553057,"gmtCreate":1669812814279,"gmtModify":1676538248347,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$ </a><v-v 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Like please","listText":"Good run! Like please","text":"Good run! Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/181075156","repostId":"1184070773","repostType":4,"repost":{"id":"1184070773","kind":"news","pubTimestamp":1623367038,"share":"https://ttm.financial/m/news/1184070773?lang=&edition=fundamental","pubTime":"2021-06-11 07:17","market":"us","language":"en","title":"S&P 500 climbs to a new record close, shrugging off inflation fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1184070773","media":"cnbc","summary":"The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.The broad equity benchmark climbed nearly 0.5% to a record closing high of 4,239.18. The S&P 500 also hit an intraday record of 4,249.74, overtaking its May 7 high after the market traded sideways for a month. The Dow Jones Industrial Average advanced 19.10 points, or less than 0.1%, to 34,466.24, while the Nasdaq Composite gained about ","content":"<div>\n<p>The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 climbs to a new record close, shrugging off inflation fears</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\">\nS&P 500 climbs to a new record close, shrugging off inflation fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 07:17 GMT+8 <a href=https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","UPS":"联合包裹"},"source_url":"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184070773","content_text":"The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed nearly 0.5% to a record closing high of 4,239.18. The S&P 500 also hit an intraday record of 4,249.74, overtaking its May 7 high after the market traded sideways for a month. The Dow Jones Industrial Average advanced 19.10 points, or less than 0.1%, to 34,466.24, while the Nasdaq Composite gained about 0.8% to 14,020.33.\nConsumer prices for May accelerated at their fastest pace since the summer of 2008 amid the economic recovery from the pandemic-triggered recession,the Labor Department reported Thursday.\nThe consumer price index, which represents a basket including food, energy, groceries and prices across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.\n\"I think there were a lot of people who held back, who wanted to see the hotter inflation number,\" CNBC's Jim Cramer said on \"Squawk on the Street.\" \"Now they've said, 'OK, now that's over with. Let's do some buying.' Because they've been on the sideline and they want to get in. I don't think that's actually usual these days because there's still so much buying power out there. People want in.\"\nFears of spiking inflation have weighed on the stock market in the last month, with investors worried the jump in prices will raise costs for companies, spark a move higher in interest rates and cause the Federal Reserve to remove its easy money policies.\n\"This CPI isn't likely to change the narrative dramatically, and there are still indications that inflation momentum is set to abate in the coming months,\" Adam Crisafulli, founder of Vital Knowledge, said in a note Thursday.\nMany economists also said the surge in used car costs for the month could have skewed the inflation reading. Used car and truck prices jumped more than 7%, accounting for one-third of the total increase for the month, according to the Bureau of Labor Statistics. The jump in used car prices likely reflects a temporary phenomenon related to the pandemic and auto supply.\nA separate report released Thursday showed that jobless claims for the week ended June 5 came in at 376,000, versus a Dow Jones estimate of 370,000. The total still marked the lowest of the pandemic era.\nUPS shares rose about 1% afteran upgrade from JPMorgan. Shares of Boeing were higher, but Delta Air Lines slipped.\nVideo-game retailer and meme stock GameStop fell 27% even after the company tapped former Amazon executive Matt Furlong to be its next CEO and said that sales rose 25% last quarter. The company also said it may sell up to 5 million additional shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117889627,"gmtCreate":1623129809669,"gmtModify":1704196685677,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Good cooperation. Like reply","listText":"Good cooperation. Like reply","text":"Good cooperation. Like reply","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/117889627","repostId":"2141252393","repostType":4,"repost":{"id":"2141252393","kind":"news","pubTimestamp":1623129033,"share":"https://ttm.financial/m/news/2141252393?lang=&edition=fundamental","pubTime":"2021-06-08 13:10","market":"us","language":"en","title":"Japan Must Work With TSMC to Build Chip Base, Lawmaker Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2141252393","media":"Bloomberg","summary":"(Bloomberg) -- Japan can’t build a cutting-edge chip development and manufacturing base on its own, ","content":"<p>(Bloomberg) -- Japan can’t build a cutting-edge chip development and manufacturing base on its own, and must seek to cooperate with Taiwan Semiconductor Manufacturing Co., according to Akira Amari, a senior member of the ruling Liberal Democratic Party.</p><p>Amari, a former economy minister who heads an LDP working group on semiconductor strategy, added that the government must be prepared to spend trillions of yen to keep up with the U.S. and Europe. Both have plans to pour money into the industry amid a global shortage of semiconductors, including advanced logic chips that are essential for everything from artificial intelligence to autonomous driving.</p><p>“Unlike the purely domestic, independent way it was done in the past, I think we need to cooperate with overseas counterparts,” Amari said in an interview in Tokyo Monday. “The world’s top logic chipmaker is TSMC, so we must think about how to cooperate with them.”</p><p>His remarks came days after the powerful Ministry of Economy, Trade and Industry issued a report saying Japan would seek to drive growth in the nation’s chip industry as a “national project” on a par with securing food and energy, including through joint ventures with overseas chip foundries. Semiconductor shortages have plagued the global economy as it emerges from the coronavirus pandemdic, costing automakers, for example, a projected $110 billion in lost sales.</p><p>From a security point of view, Japan should work only with allies and “like-minded countries,” Amari added, saying that it would be “absolutely out of the question” to seek to bring in a Chinese company.</p><p>He said that although South Korea boasts some of the world’s top chipmakers, it is an “extremely difficult country” whose relationship with China is complicated.</p><p>Japan Lays Out ‘National Project’ for Chips After Lost Decades</p><p>While Japan has in the past tried to bolster its semiconductor industry, the idea has gained new urgency amid the chip shortages that have weighed on manufacturing across a range of industries. Japanese automakers, from Toyota Motor Corp. to Nissan Motor Co., are critical to its economy.</p><p>Japan’s share of global semiconductor sales dwindled to just 10% in 2019, down from 50% in 1988. The country still has 84 chip factories, the most in the world, but they’re not producing enough high-end products. As a result, Japan now has to import 64% of its semiconductors.</p><p>Former Prime Minister Shinzo Abe and Finance Minister Taro Aso act as advisers to Amari’s working group on semiconductors. Abe has told the group that the industry needs support on a different scale from before. Prime Minister Yoshihide Suga has also said the issue will be an important part of his government’s growth strategy.</p><p>Japan lost its place as a semiconductor superpower because of a number of factors, including trade tensions with the U.S. in the 1990s and an industry shift toward customization that gave rise to so-called foundries like TSMC.</p><p>The Japanese government’s approach of creating a single local champion by combining struggling units of domestic companies largely missed the mark. Elpida Memory Inc., the country’s last computer memory maker, filed for bankruptcy in 2012. Japan Display Inc., the equivalent effort to save the flat-panel industry, hasn’t made a profit in seven years as it struggles against South Korean and Chinese rivals.</p><p>“This sort of made-in-Japan self-reliance approach hasn’t worked out well,” Kazumi Nishikawa, a director at METI’s IT industry division, said in a separate interview. “This time the goal is to offer a strong incentive for an overseas logic foundry to come to Japan.”</p><p>The ministry’s strategic roadmap includes plans for a joint venture between <a href=\"https://laohu8.com/S/AONE\">one</a> of the world’s leading logic manufacturers -- a small group comprised of TSMC, Samsung Electronics Co. or Intel Corp. -- and some combination of Japanese chip end-users, equipment and materials makers. The country’s most advanced chip factories now produce chips using 40-nanometer technologies, well behind the cutting edge now pushing into the single-digit nanometer scale.</p><p>The focus at first would be on creating manufacturing facilities that make chips with 10 to 20-nanometer technologies for industrial applications, Nishikawa said. Building that kind of factory from scratch could cost more than 500 billion yen ($4.6 billion), he said.</p><p>Japan has an advantage in that there is a ready infrastructure of legacy chip manufacturing facilities that could serve as a base for the new plant, helping reduce initial costs.</p><p>He declined to comment on how much the government is prepared to contribute to lure the foreign players here. But he echoed Amari’s comments that it’s time for the country to open its checkbook.</p><p>“Japan needs to show that it’s serious about offering incentives” to foreign partners, Nishikawa said. “Our initiative has to be on par with other countries.”</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Japan Must Work With TSMC to Build Chip Base, Lawmaker Says</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\">\nJapan Must Work With TSMC to Build Chip Base, Lawmaker Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 13:10 GMT+8 <a href=https://finance.yahoo.com/news/japan-must-tsmc-build-chip-233033375.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Japan can’t build a cutting-edge chip development and manufacturing base on its own, and must seek to cooperate with Taiwan Semiconductor Manufacturing Co., according to Akira Amari, a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/japan-must-tsmc-build-chip-233033375.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TM":"丰田汽车","TSM":"台积电","INTC":"英特尔","03145":"华夏亚洲高息股"},"source_url":"https://finance.yahoo.com/news/japan-must-tsmc-build-chip-233033375.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2141252393","content_text":"(Bloomberg) -- Japan can’t build a cutting-edge chip development and manufacturing base on its own, and must seek to cooperate with Taiwan Semiconductor Manufacturing Co., according to Akira Amari, a senior member of the ruling Liberal Democratic Party.Amari, a former economy minister who heads an LDP working group on semiconductor strategy, added that the government must be prepared to spend trillions of yen to keep up with the U.S. and Europe. Both have plans to pour money into the industry amid a global shortage of semiconductors, including advanced logic chips that are essential for everything from artificial intelligence to autonomous driving.“Unlike the purely domestic, independent way it was done in the past, I think we need to cooperate with overseas counterparts,” Amari said in an interview in Tokyo Monday. “The world’s top logic chipmaker is TSMC, so we must think about how to cooperate with them.”His remarks came days after the powerful Ministry of Economy, Trade and Industry issued a report saying Japan would seek to drive growth in the nation’s chip industry as a “national project” on a par with securing food and energy, including through joint ventures with overseas chip foundries. Semiconductor shortages have plagued the global economy as it emerges from the coronavirus pandemdic, costing automakers, for example, a projected $110 billion in lost sales.From a security point of view, Japan should work only with allies and “like-minded countries,” Amari added, saying that it would be “absolutely out of the question” to seek to bring in a Chinese company.He said that although South Korea boasts some of the world’s top chipmakers, it is an “extremely difficult country” whose relationship with China is complicated.Japan Lays Out ‘National Project’ for Chips After Lost DecadesWhile Japan has in the past tried to bolster its semiconductor industry, the idea has gained new urgency amid the chip shortages that have weighed on manufacturing across a range of industries. Japanese automakers, from Toyota Motor Corp. to Nissan Motor Co., are critical to its economy.Japan’s share of global semiconductor sales dwindled to just 10% in 2019, down from 50% in 1988. The country still has 84 chip factories, the most in the world, but they’re not producing enough high-end products. As a result, Japan now has to import 64% of its semiconductors.Former Prime Minister Shinzo Abe and Finance Minister Taro Aso act as advisers to Amari’s working group on semiconductors. Abe has told the group that the industry needs support on a different scale from before. Prime Minister Yoshihide Suga has also said the issue will be an important part of his government’s growth strategy.Japan lost its place as a semiconductor superpower because of a number of factors, including trade tensions with the U.S. in the 1990s and an industry shift toward customization that gave rise to so-called foundries like TSMC.The Japanese government’s approach of creating a single local champion by combining struggling units of domestic companies largely missed the mark. Elpida Memory Inc., the country’s last computer memory maker, filed for bankruptcy in 2012. Japan Display Inc., the equivalent effort to save the flat-panel industry, hasn’t made a profit in seven years as it struggles against South Korean and Chinese rivals.“This sort of made-in-Japan self-reliance approach hasn’t worked out well,” Kazumi Nishikawa, a director at METI’s IT industry division, said in a separate interview. “This time the goal is to offer a strong incentive for an overseas logic foundry to come to Japan.”The ministry’s strategic roadmap includes plans for a joint venture between one of the world’s leading logic manufacturers -- a small group comprised of TSMC, Samsung Electronics Co. or Intel Corp. -- and some combination of Japanese chip end-users, equipment and materials makers. The country’s most advanced chip factories now produce chips using 40-nanometer technologies, well behind the cutting edge now pushing into the single-digit nanometer scale.The focus at first would be on creating manufacturing facilities that make chips with 10 to 20-nanometer technologies for industrial applications, Nishikawa said. Building that kind of factory from scratch could cost more than 500 billion yen ($4.6 billion), he said.Japan has an advantage in that there is a ready infrastructure of legacy chip manufacturing facilities that could serve as a base for the new plant, helping reduce initial costs.He declined to comment on how much the government is prepared to contribute to lure the foreign players here. But he echoed Amari’s comments that it’s time for the country to open its checkbook.“Japan needs to show that it’s serious about offering incentives” to foreign partners, Nishikawa said. “Our initiative has to be on par with other countries.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112389334,"gmtCreate":1622851466328,"gmtModify":1704192314975,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Hardware? Comment like","listText":"Hardware? Comment like","text":"Hardware? Comment like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/112389334","repostId":"1112239127","repostType":4,"repost":{"id":"1112239127","kind":"news","pubTimestamp":1622849950,"share":"https://ttm.financial/m/news/1112239127?lang=&edition=fundamental","pubTime":"2021-06-05 07:39","market":"us","language":"en","title":"Square CEO Jack Dorsey says the company is considering a new hardware bitcoin wallet","url":"https://stock-news.laohu8.com/highlight/detail?id=1112239127","media":"CNBC","summary":"KEY POINTS\n\nSquare CEO Jack Dorsey said the company is considering building a hardware bitcoin walle","content":"<div>\n<p>KEY POINTS\n\nSquare CEO Jack Dorsey said the company is considering building a hardware bitcoin wallet.\nShares of Square closed up about 1% on Friday.\nWhile Square offers a digital wallet, Dorsey is ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/square-ceo-dorsey-says-company-considering-a-hardware-bitcoin-wallet.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Square CEO Jack Dorsey says the company is considering a new hardware bitcoin wallet</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\">\nSquare CEO Jack Dorsey says the company is considering a new hardware bitcoin wallet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 07:39 GMT+8 <a href=https://www.cnbc.com/2021/06/04/square-ceo-dorsey-says-company-considering-a-hardware-bitcoin-wallet.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nSquare CEO Jack Dorsey said the company is considering building a hardware bitcoin wallet.\nShares of Square closed up about 1% on Friday.\nWhile Square offers a digital wallet, Dorsey is ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/square-ceo-dorsey-says-company-considering-a-hardware-bitcoin-wallet.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block"},"source_url":"https://www.cnbc.com/2021/06/04/square-ceo-dorsey-says-company-considering-a-hardware-bitcoin-wallet.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1112239127","content_text":"KEY POINTS\n\nSquare CEO Jack Dorsey said the company is considering building a hardware bitcoin wallet.\nShares of Square closed up about 1% on Friday.\nWhile Square offers a digital wallet, Dorsey is proposing a product that would give users more control over the cryptocurrency.\n\nSquare CEO Jack Dorsey said Friday the company is looking into building a hardware bitcoin wallet that would give consumers greater control over the cryptocurrency they own.\nShares of Square rose about 2.7% on Dorsey’s comments, published on Twitter, where he is also CEO. The stock closed up about 1% on Friday.\nBitcoin transactions have become a booming business for Square, which allows consumers to make purchases using the Cash App and store the currency digitally. Bitcoin revenue at the company climbed to $4.75 billion last year from $516.5 million in 2019.\nDorsey is proposing a new way for users to store their bitcoin so that it’s not controlled by Square or any other company. A bitcoin wallet could allow users to store the cryptocurrency in a secure gadget and let them choose to spend it later.\n“Square is considering making a hardware wallet for bitcoin,” Dorsey said. “If we do it, we would build it entirely in the open, from software to hardware design, and in collaboration with the community.”′\nHe explained how Square’s product, if built, might differ from available alternatives.\n“The exchange you used to buy your bitcoin probably attends to your security with good intent, but circumstances may reveal ‘custody’ actually means ‘IOU.’ Deciding to take custody, and security, of your bitcoin is complicated.”\nDorsey is referring to how some exchanges currently work.PayPal, for example, lets you buy bitcoin but it controls the “private key” and works, as Dorsey explains,more like an IOU. PayPal also doesn’t let customers move bitcoin to wallets outside of the PayPal ecosystem.\nDorsey said Square might be able to simplify how people hold bitcoin by creating “assisted self-custody,” which he said would make it easy for customers to spend a certain percentage of available funds from their phone, while safely securing the rest of the money in the wallet. Dorsey said that integration with the Cash App, is “obvious” but “only part of the solution.”\nDorsey said the solution doesn’t “need to be owned by Square” and that he’ll provide further thoughts “if we decide to build” the product.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576274545052910","authorId":"3576274545052910","name":"Kevin92","avatar":"https://static.tigerbbs.com/c5ff4addbbdb8d9d15fec29f9709b0c3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3576274545052910","authorIdStr":"3576274545052910"},"content":"Like and comment","text":"Like and comment","html":"Like and comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111689187,"gmtCreate":1622678767949,"gmtModify":1704188653209,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Why so good? Due to what? Like","listText":"Why so good? Due to what? Like","text":"Why so good? Due to what? Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/111689187","repostId":"1115876867","repostType":4,"repost":{"id":"1115876867","kind":"news","pubTimestamp":1622678071,"share":"https://ttm.financial/m/news/1115876867?lang=&edition=fundamental","pubTime":"2021-06-03 07:54","market":"us","language":"en","title":"Shares of retail favorite AMC nearly double, company woos investors with free popcorn","url":"https://stock-news.laohu8.com/highlight/detail?id=1115876867","media":"Reuters","summary":"Shares of retail investor favorite AMC Entertainment Holdings Inc(AMC.N)nearly doubled in price on W","content":"<p>Shares of retail investor favorite <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> Holdings Inc(AMC.N)nearly doubled in price on Wednesday, extending a breathtaking rally and reinvigorating the meme stock phenomenon that has captivated investors.</p><p>The theater chain operator's shares closed up 95.2% at $62.55, a fresh record. At the close, AMC's market value stood at $28.17 billion, more than ViacomCBS(VIAC.O)and <a href=\"https://laohu8.com/S/K\">Kellogg</a>(K.N), as well as fellow meme-stock <a href=\"https://laohu8.com/S/GME\">GameStop</a>(GME.N).</p><p>In an apparent nod to the retail investors that have hyped the stock in forums such as Reddit’s popular WallStreetBets, AMC CEO Adam Aron on Wednesday announced an initiative that offered even the smallest shareholder a free large popcorn if they signed up to a regular newsletter.</p><p>Among other so-called meme stocks - companies popular with a new generation of social media centric traders on WallStreetBets and other online forums - security software provider <a href=\"https://laohu8.com/S/BBRY\">BlackBerry</a> and headphone maker <a href=\"https://laohu8.com/S/KOSS\">Koss</a> Corp(KOSS.O)rose 31.1% and 68.6%, respectively.</p><p>The massive rise in AMC's shares, which are up about 2,850% from just over $2 at the end of last year, is beginning to resemble the wild ride in shares of <a href=\"https://laohu8.com/S/GME\">GameStop</a> earlier this year.</p><p>\"It's meme stock 2.0.,” said Steve Sosnick, Chief Strategist at <a href=\"https://laohu8.com/S/IBKR\">Interactive Brokers</a>.</p><p>GameStop shares rose more than 1,600% in January, buoyed in part by bearish investors unwinding their bets against the heavily shorted stock in the face of a massive buying surge.</p><p>'GAMMA SQUEEZE'</p><p>Some of the upward price move in AMC is likely being driven by market makers buying up stock to hedge their exposure from selling options, an event known as a “gamma squeeze,” analysts said.</p><p>\"People have learnt what tactics work under these insane circumstances. They are using a very similar play-book,\" Sosnick said.</p><p>Call options that would pay off if the shares topped $73 by Friday were the most heavily trade AMC options on Wednesday, with about 233,000 contracts changing hands.</p><p>With shares approaching that level, market makers who sold these and other similarly bullish contracts were left with no choice but to buy up AMC stock to hedge their own risk, thereby exacerbating the rise in the share price, analysts said.</p><p>\"Market makers are just chasing the stock,\" said Matt Amberson, principal at options analytics firm ORATS.</p><p>Wednesday’s near doubling of the stock price will likely test investors that have shorted AMC. Bearish investors were down $5.2 billion for the year and lost nearly $2.8 billion on Wednesday alone, data from S3 showed.</p><p>\"If you began your short at under $10 and you were sure the stock was overvalued at $10 it makes more sense that it’s over valued at $30 or $70,” said Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners. However, \"at a certain point your losses outweigh your thesis.\"</p><p>The surge in AMC shares comes a day after hedge fund Mudrick Capital Management LP sold a $230 million stake in the company for a profit shortly after acquiring it, saying the stock was overvalued, according to a source.</p><p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> appeared unfazed by the sale, which some analysts characterized as an attempt to cash in on the retail-driven surge in its stock.</p><p>\"There's a retail fanaticism with this stock right now,\" said MKM Partners analyst Eric Handler, who has a sell rating and a $1 price target on AMC stock. \"There's such a disconnect between what the stock's doing and what the fundamentals look like.\"</p><p>On <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> and WallStreetBets, some users exhorted <a href=\"https://laohu8.com/S/AONE\">one</a> another to hold on to their shares of AMC while others cheered on the rally.</p><p>\"$amc let’s go again to $100 and beyond,\" wrote <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> user @Rodolf30592158.</p><p>AMC was the most heavily traded name in options on Wednesday, with 4.6 million contracts traded. About $39 billion worth of AMC shares was traded on Wednesday, by far the most of any stock on Wall Street, per Refinitiv data.</p><p>The company has been among the biggest gainers from a deluge of interest in so-called meme stocks.</p><p>\"The (retail trading) party could go on as long as investors could continue co-acting,\" said Ipek Ozkardeskaya, senior analyst at Swissquote. \"The problem is, the higher the price goes, the higher is the temptation to take profit and walk away.\"</p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shares of retail favorite AMC nearly double, company woos investors with free popcorn</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\">\nShares of retail favorite AMC nearly double, company woos investors with free popcorn\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-03 07:54 GMT+8 <a href=https://www.reuters.com/business/amc-shares-set-record-open-meme-stocks-surge-2021-06-02/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of retail investor favorite AMC Entertainment Holdings Inc(AMC.N)nearly doubled in price on Wednesday, extending a breathtaking rally and reinvigorating the meme stock phenomenon that has ...</p>\n\n<a href=\"https://www.reuters.com/business/amc-shares-set-record-open-meme-stocks-surge-2021-06-02/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.reuters.com/business/amc-shares-set-record-open-meme-stocks-surge-2021-06-02/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115876867","content_text":"Shares of retail investor favorite AMC Entertainment Holdings Inc(AMC.N)nearly doubled in price on Wednesday, extending a breathtaking rally and reinvigorating the meme stock phenomenon that has captivated investors.The theater chain operator's shares closed up 95.2% at $62.55, a fresh record. At the close, AMC's market value stood at $28.17 billion, more than ViacomCBS(VIAC.O)and Kellogg(K.N), as well as fellow meme-stock GameStop(GME.N).In an apparent nod to the retail investors that have hyped the stock in forums such as Reddit’s popular WallStreetBets, AMC CEO Adam Aron on Wednesday announced an initiative that offered even the smallest shareholder a free large popcorn if they signed up to a regular newsletter.Among other so-called meme stocks - companies popular with a new generation of social media centric traders on WallStreetBets and other online forums - security software provider BlackBerry and headphone maker Koss Corp(KOSS.O)rose 31.1% and 68.6%, respectively.The massive rise in AMC's shares, which are up about 2,850% from just over $2 at the end of last year, is beginning to resemble the wild ride in shares of GameStop earlier this year.\"It's meme stock 2.0.,” said Steve Sosnick, Chief Strategist at Interactive Brokers.GameStop shares rose more than 1,600% in January, buoyed in part by bearish investors unwinding their bets against the heavily shorted stock in the face of a massive buying surge.'GAMMA SQUEEZE'Some of the upward price move in AMC is likely being driven by market makers buying up stock to hedge their exposure from selling options, an event known as a “gamma squeeze,” analysts said.\"People have learnt what tactics work under these insane circumstances. They are using a very similar play-book,\" Sosnick said.Call options that would pay off if the shares topped $73 by Friday were the most heavily trade AMC options on Wednesday, with about 233,000 contracts changing hands.With shares approaching that level, market makers who sold these and other similarly bullish contracts were left with no choice but to buy up AMC stock to hedge their own risk, thereby exacerbating the rise in the share price, analysts said.\"Market makers are just chasing the stock,\" said Matt Amberson, principal at options analytics firm ORATS.Wednesday’s near doubling of the stock price will likely test investors that have shorted AMC. Bearish investors were down $5.2 billion for the year and lost nearly $2.8 billion on Wednesday alone, data from S3 showed.\"If you began your short at under $10 and you were sure the stock was overvalued at $10 it makes more sense that it’s over valued at $30 or $70,” said Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners. However, \"at a certain point your losses outweigh your thesis.\"The surge in AMC shares comes a day after hedge fund Mudrick Capital Management LP sold a $230 million stake in the company for a profit shortly after acquiring it, saying the stock was overvalued, according to a source.Investors appeared unfazed by the sale, which some analysts characterized as an attempt to cash in on the retail-driven surge in its stock.\"There's a retail fanaticism with this stock right now,\" said MKM Partners analyst Eric Handler, who has a sell rating and a $1 price target on AMC stock. \"There's such a disconnect between what the stock's doing and what the fundamentals look like.\"On Twitter and WallStreetBets, some users exhorted one another to hold on to their shares of AMC while others cheered on the rally.\"$amc let’s go again to $100 and beyond,\" wrote Twitter user @Rodolf30592158.AMC was the most heavily traded name in options on Wednesday, with 4.6 million contracts traded. About $39 billion worth of AMC shares was traded on Wednesday, by far the most of any stock on Wall Street, per Refinitiv data.The company has been among the biggest gainers from a deluge of interest in so-called meme stocks.\"The (retail trading) party could go on as long as investors could continue co-acting,\" said Ipek Ozkardeskaya, senior analyst at Swissquote. \"The problem is, the higher the price goes, the higher is the temptation to take profit and walk away.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108106673,"gmtCreate":1620003154792,"gmtModify":1704337148972,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Go go go. Replycommentlike","listText":"Go go go. Replycommentlike","text":"Go go go. Replycommentlike","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/108106673","repostId":"2132548564","repostType":4,"repost":{"id":"2132548564","kind":"highlight","pubTimestamp":1620001778,"share":"https://ttm.financial/m/news/2132548564?lang=&edition=fundamental","pubTime":"2021-05-03 08:29","market":"us","language":"en","title":"U.S. stocks have risen to all-time highs this year. Should you ‘sell in May and go away’?","url":"https://stock-news.laohu8.com/highlight/detail?id=2132548564","media":"MarketWatch","summary":"In the past, the sell-in-May strategy shakes out better in Europe than in the U.S.\n\nStocks have been","content":"<p>In the past, the sell-in-May strategy shakes out better in Europe than in the U.S.</p>\n<p><img src=\"https://static.tigerbbs.com/18b93b4406770158f62b0e2dd392f424\" tg-width=\"1260\" tg-height=\"822\"></p>\n<p>Stocks have been on a tear this year, leaving investors to question whether to \"sell in May and go away.\"</p>\n<p>\"With stocks at record highs, some investors may be tempted to follow the old adage,\" a team of strategists at UBS Group's global wealth management division, wrote in a note Friday.</p>\n<p>The hypothesis is that equities tend to underperform in the six months through October, so investors should sell stocks at the start of May, invest in cash and then re-enter the market in late autumn, the strategists said. Historically, the approach has worked for Europe, but not as well in the U.S., according to their note.</p>\n<p>\"In the U.S., a stay invested strategy has tended to outperform, particularly in recent years,\" the strategists said. \"Market composition, with the U.S. market more tilted towards growth stocks, partly explains the outperformance.\"</p>\n<p><img src=\"https://static.tigerbbs.com/b499645739c349ea55647a2512665932\" tg-width=\"1064\" tg-height=\"808\"></p>\n<p>The technology sector now accounts for 27% of the S&P 500, or much higher than the 8% weighting for the MSCI Europe index, according to UBS. For that reason, investors who tried timing the U.S. equity benchmark for \"seasonal reasons\" would have missed the outperformance of growth stocks in the bull market since the global financial crisis of 2008-09.</p>\n<p>Using the past as a guide, the UBS team recommends staying invested, even through they also point to historical evidence in Europe that supported a sell-in-May strategy.</p>\n<p>Over the past 15 years, returns in Europe have been negative in June 80% of the time, according to the report. \"This has contributed to a sell-in-May strategy outperforming a stay invested strategy during those years,\" the strategists said.</p>\n<p>Meanwhile, the U.S. stock market has risen to all-time records this year, including as recently as this week, as measured by the S&P 500 and Dow Jones Industrial Average benchmarks. The S&P 500 rose to a record 4,211.47 finish on April 29, for example, and was up 11.3% this year as of Friday's close.</p>\n<p>\"We are now entering a time of year when stocks have historically found it more challenging to advance,\" according to the UBS report. \"With many equity indexes making new highs, some measures of sentiment looking extended, and ongoing concerns about the spread of new COVID-19 variants,\" some investors may be contemplating selling.</p>\n<p>Billionaire investor Leon Cooperman, a self-described \"fully invested bear,\" told CNBC on Friday that he has \"an eye on the exit\" given a coming expected rise in taxes, inflation and a \"reasonably richly appraised market.\"</p>\n<p>Ryan Detrick, chief market strategist for LPL Financial, said in a blog Friday that the six months from May through October have been \"some of the weakest months of the year for stocks\" in the past 10 years. \"But with an accommodative Fed, fiscal and monetary policy, along with an economy that is opening faster than nearly anyone expected, we'd use any weakness as an opportunity to add to positions,\" he said.</p>\n<p><img src=\"https://static.tigerbbs.com/50be26e2a50ece27ce6023a634a9e705\" tg-width=\"1260\" tg-height=\"725\"></p>\n<p>\"Here's the catch,\" Detrick said. \"Stocks have actually been higher during these worst months of the year eight of the past ten years.\"</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>U.S. stocks have risen to all-time highs this year. Should you ‘sell in May and go away’?</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\">\nU.S. stocks have risen to all-time highs this year. Should you ‘sell in May and go away’?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 08:29 GMT+8 <a href=https://www.marketwatch.com/story/u-s-stocks-have-risen-to-all-time-highs-this-year-should-you-sell-in-may-and-go-away-11619818845?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the past, the sell-in-May strategy shakes out better in Europe than in the U.S.\n\nStocks have been on a tear this year, leaving investors to question whether to \"sell in May and go away.\"\n\"With ...</p>\n\n<a href=\"https://www.marketwatch.com/story/u-s-stocks-have-risen-to-all-time-highs-this-year-should-you-sell-in-may-and-go-away-11619818845?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF",".DJI":"道琼斯","SSO":"两倍做多标普500ETF",".IXIC":"NASDAQ Composite","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","OEX":"标普100",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF"},"source_url":"https://www.marketwatch.com/story/u-s-stocks-have-risen-to-all-time-highs-this-year-should-you-sell-in-may-and-go-away-11619818845?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132548564","content_text":"In the past, the sell-in-May strategy shakes out better in Europe than in the U.S.\n\nStocks have been on a tear this year, leaving investors to question whether to \"sell in May and go away.\"\n\"With stocks at record highs, some investors may be tempted to follow the old adage,\" a team of strategists at UBS Group's global wealth management division, wrote in a note Friday.\nThe hypothesis is that equities tend to underperform in the six months through October, so investors should sell stocks at the start of May, invest in cash and then re-enter the market in late autumn, the strategists said. Historically, the approach has worked for Europe, but not as well in the U.S., according to their note.\n\"In the U.S., a stay invested strategy has tended to outperform, particularly in recent years,\" the strategists said. \"Market composition, with the U.S. market more tilted towards growth stocks, partly explains the outperformance.\"\n\nThe technology sector now accounts for 27% of the S&P 500, or much higher than the 8% weighting for the MSCI Europe index, according to UBS. For that reason, investors who tried timing the U.S. equity benchmark for \"seasonal reasons\" would have missed the outperformance of growth stocks in the bull market since the global financial crisis of 2008-09.\nUsing the past as a guide, the UBS team recommends staying invested, even through they also point to historical evidence in Europe that supported a sell-in-May strategy.\nOver the past 15 years, returns in Europe have been negative in June 80% of the time, according to the report. \"This has contributed to a sell-in-May strategy outperforming a stay invested strategy during those years,\" the strategists said.\nMeanwhile, the U.S. stock market has risen to all-time records this year, including as recently as this week, as measured by the S&P 500 and Dow Jones Industrial Average benchmarks. The S&P 500 rose to a record 4,211.47 finish on April 29, for example, and was up 11.3% this year as of Friday's close.\n\"We are now entering a time of year when stocks have historically found it more challenging to advance,\" according to the UBS report. \"With many equity indexes making new highs, some measures of sentiment looking extended, and ongoing concerns about the spread of new COVID-19 variants,\" some investors may be contemplating selling.\nBillionaire investor Leon Cooperman, a self-described \"fully invested bear,\" told CNBC on Friday that he has \"an eye on the exit\" given a coming expected rise in taxes, inflation and a \"reasonably richly appraised market.\"\nRyan Detrick, chief market strategist for LPL Financial, said in a blog Friday that the six months from May through October have been \"some of the weakest months of the year for stocks\" in the past 10 years. \"But with an accommodative Fed, fiscal and monetary policy, along with an economy that is opening faster than nearly anyone expected, we'd use any weakness as an opportunity to add to positions,\" he said.\n\n\"Here's the catch,\" Detrick said. \"Stocks have actually been higher during these worst months of the year eight of the past ten years.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579568139568178","authorId":"3579568139568178","name":"Gnoixed","avatar":"https://static.tigerbbs.com/02d7e2310e2259dc0abb6c8cd2e1a05b","crmLevel":7,"crmLevelSwitch":0,"idStr":"3579568139568178","authorIdStr":"3579568139568178"},"content":"done, pls comment back","text":"done, pls comment back","html":"done, pls comment back"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375722878,"gmtCreate":1619398218694,"gmtModify":1704723158940,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Please like and comment. Apple","listText":"Please like and comment. Apple","text":"Please like and comment. Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/375722878","repostId":"1184404050","repostType":4,"repost":{"id":"1184404050","kind":"news","pubTimestamp":1619319329,"share":"https://ttm.financial/m/news/1184404050?lang=&edition=fundamental","pubTime":"2021-04-25 10:55","market":"us","language":"en","title":"What to watch in the markets this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184404050","media":"CNBC","summary":"The last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product a","content":"<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to watch in the markets 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\">\nWhat to watch in the markets this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 10:55 GMT+8 <a href=https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","TSLA":"特斯拉",".SPX":"S&P 500 Index","GOOG":"谷歌","AMZN":"亚马逊","AAPL":"苹果","GOOGL":"谷歌A",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184404050","content_text":"KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product and the Fed’s favorite inflation measure: the personal consumption expenditures deflator.The final week of April is going to be a busy one for markets with a Federal Reserve meeting and a deluge of earnings news.Hot topics in markets will continue to be inflation and taxes.President Joe Biden is expected to detail his “American Families Plan” and the tax increases to pay for it, including a much higher capital gains tax for the wealthy.The plan is the second part of his Build Back Better agenda and will include new spending proposals aimed at helping families. The president addresses a joint session of Congress Wednesday evening.It’s a huge week for earnings with about a third of the S&P 500 reporting, including Big Tech names, such as Apple,Microsoft,Alphabet and Amazon.As many have already done, firms like Boeing, Ford,Caterpillar and McDonald’s, are likely to detail cost pressures they are facing from rising materials and transportation costs and supply chain disruptions.At the same time, the Fed is expected to defend its policy of letting inflation run hot, while assuring markets it sees the pick-up in prices as only temporary. The central bank meets on Tuesday and Wednesday.The central bank takes the main stage“I think the Fed would like not to be a feature next week, but the Fed will be forced from the background because of concerns about inflation,” said Diane Swonk, chief economist at Grant Thornton.The central bank is not expected to make any policy moves, but Fed Chairman Jerome Powell’s press briefing following the meeting Wednesday will be closely watched.So far, the barrage of earnings news has been positive, with 86% of companies reporting earnings beats. Corporate profits are expected to be up about 33.9% for the first quarter, based on estimates and actual reports, according to Refinitiv. Revenues are about 9.9% higher.There is important inflation data Friday when the Fed’s preferred inflation gauge is reported.The personal consumption expenditure report is expected to show a 1.8% rise in core inflation, still below the Fed’s target of 2%. Other data releases include the first-quarter gross domestic product on Thursday, which is expected to have grown by 6.5%, according to Dow Jones.“I think the Fed has no urgency to shift monetary policy at this point,” said Ian Lyngen, head of U.S. rates strategy at BMO. “The Fed needs to acknowledge that the data is improving. We had a strong first quarter.”“The Fed needs to acknowledge that but at the same time they’re keeping extremely accommodative policy in place, so they’ll have to make a note to the fact that the easy policy is warranted,” he said.Lyngen said the Fed will likely point to continued concerns about the pandemic globally as a potential risk to the economic recovery.Powell is also expected to once more explain that the Fed will let inflation rise above its 2% target for a period of time before it raises rates so that the economy can have more time to heal. “It’s going to be a challenge for the Fed,” said Swonk.The base effects for the next several months will make inflation appear to have jumped sharply because of the comparison to a weak period last year. The consumer price index for April could be above 3%, compared to 2.6% last month, Swonk added.“The Fed is trying to let a lot more people get out onto the dance floor before it calls ‘last call,’” she said. “Really what Powell has been saying since day one is if we take care of people on the margins and bring them back into the labor force, the rest will take care of itself.”Stocks were slightly lower in the past week, and Treasury yields held at lower levels. The 10-year yield,which moves opposite price, was at 1.55% Friday.The S&P 500was down 0.1%, ending the week at 4,180, while Nasdaq Composite was down nearly 0.3% at 14,016. The Dow was off just shy of 0.5% at 34,043.Tax hike prospectsStocks were hit hard on Thursday when after a news report said that Biden is expected to propose a capital gains tax rate of 39.6% for people earning more than $1 million a year.Combined with the 3.8% net investment income tax, the new levy would more than double the long term capital gains rate of 20% or the richest Americans.Strategists said Biden is expected to propose raising the income tax rate for those earning more than $400,000.“I think a lot of people are starting to price in the risk there going to be a significant increase in both corporate and capital gains taxes,” said Lyngen.So far, companies have not provided much in the way of commentary on the proposed hike in corporate taxes to 28% from 21% but they have been talking about other costs.David Bianco, chief investment strategist for the Americas at DWS, said he expects larger companies will do better dealing with supply chain constraints than smaller ones. Big Tech is also likely to fare better during the semiconductor shortage than auto makers, which have already announced production shutdowns, he said.“Next week is tech week. I think we’re going to get down on our knees and just be in awe of their business models and their ability to grow at a behemoth scale,” Bianco said.He said he’s not in favor of Wall Street’s popular trade into cyclicals and out of growth. He still favors growth.“We’re overweight equities really because we’re concerned about rising interest rates,” Bianco said. “I’m not bullish in that I expect the market to rise that much from here.”“We stuck with growth and dug deeper into bond substitutes, utilities, staples, real estate,” he said, adding he is underweight industrials, energy and materials. “Energy is doomed. It’s being nationalized via regulation. I do like industrials, they are well-run companies, but I do think infrastructure spending expectations for classic infrastructure are too high.”He also said industrials are good businesses, but the stocks have become overvalued.Bianco said he likes big box stores, but smaller retailers are facing big challenges that were already impacting them prior to Covid. He also finds small biotech firms attractive.“I like healthcare stocks. Those valuations are reasonable. People have been paranoid about politicians beating on them since 1992. They manage through it and lately they’ve been delivering,” he said.Week ahead calendarMondayEarnings:Tesla,Canadian National Railway, Canon,Check Point Software,Otis Worldwide, Vale,Ameriprise,NXP Semiconductor,Albertsons, Royal Phillips8:30 a.m. Durable goodsTuesdayFOMC begins two day meetingEarnings:Microsoft,Alphabet,Visa,Amgen,Advanced Micro Devices,3M,General Electric,Eli Lilly, Hasbro,United Parcel Service,BP,Novartis,JetBlue,Pultegroup,Archer Daniels Midland,Waste Management,Starbucks,Texas Instrument,Chubb,Mondelez,FireEye,Corning,Raytheon9:00 a.m. S&P/Case-Shiller9:00 a.m. FHFA home prices10:00 a.m. Consumer confidence10:00 a.m. Housing vacanciesWednesdayEarnings:Apple, Boeing,Facebook,Qualcomm,Ford,MGM Resorts,Humana,Norfolk Southern,General Dynamics,Boston Scientific, eBay, Samsung Electronics, GlaxoSmithKline,Yum Brands, SiriusXM, Aflac,Cheesecake Factory,Community Health System,CIT Group,Entergy,CME Group,Hess,Ryder System8:30 a.m. Advance economic indicators2:00 p.m. Fed statement2:30 p.m. Fed Chairman Jerome Powell briefingThursdayEarnings:Amazon,Caterpillar,McDonald’s,Twitter,Bristol-Myers Squibb,Comcast,Merck,Northrop Grumman, Airbus,Kraft Heinz,Intercontinental Exchange,Mastercard,Gilead Sciences,U.S. Steel, Cirrus Logic,Texas Roadhouse, Cabot Oil, PG&E,Royal Dutch Shell,Church & Dwight, Carlyle Group,Southern Co.8:30 a.m. Initial jobless claims8:30 a.m. Real GDP Q110:00 a.m. Pending home salesFridayEarnings:ExxonMobil,Chevron,Colgate-Palmolive,AstraZeneca,Clorox,Barclays, AbbVie, BNP Paribas,Weyerhaeuser,Illinois Tool Works, CBOE Global Markets, Lazard,Newell Brands,Aon,LyondellBasell,Pitney Bowes,Phillips 66,Charter Communications8:30 a.m. Personal income and spending8:30 a.m. Employment cost index Q19:45 a.m. Chicago PMI10:00 a.m. Consumer sentimentSaturdayEarnings:Berkshire Hathaway","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115773537,"gmtCreate":1623033041129,"gmtModify":1704194685452,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Good. Please like","listText":"Good. Please like","text":"Good. Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/115773537","repostId":"1179953695","repostType":4,"repost":{"id":"1179953695","kind":"news","pubTimestamp":1623032758,"share":"https://ttm.financial/m/news/1179953695?lang=&edition=fundamental","pubTime":"2021-06-07 10:25","market":"us","language":"en","title":"Biogen surges ahead of key FDA decision amid mixed views on potential Alzheimer’s therapy","url":"https://stock-news.laohu8.com/highlight/detail?id=1179953695","media":"seekingalpha","summary":"Biogen(NASDAQ:BIIB) rose ~5.0%on Friday to outperform the broader market for the week as it awaits F","content":"<ul><li>Biogen(NASDAQ:BIIB) rose ~5.0%on Friday to outperform the broader market for the week as it awaits FDA approval for aducanumab, the experimental therapy against Alzheimer’s disease co-developed by the company with Eisai(OTCPK:ESALF).</li><li>While scientists question the efficacy of aducanumab which had a mixed performance in late-stage trials, the patient advocacy groups continue to stand behind the treatment.</li><li>\"We support a decision for approval of aducanumab ... It ushers in a new era of potential treatments,\" Reuters quoted Dr. Joanne Pike, chief strategy officer at the Alzheimer's Association as saying.</li><li>However, the analysts appear divided on the potential for aducanumab to secure a regulatory nod. Citing management comments over plans for its commercialization, Oppenheimer raised the probability of approval to 50% from 30%.</li><li>Recently, Mizuho analyst Salim Syed estimated Biogen shares could reach ~$400 or ~$200 depending on the FDA decision.</li><li>Meanwhile, Bank of America remains cautious with the analyst Geoff Meacham giving the treatment only a 25% chance of avoiding the FDA rejection.</li><li>A positive decision by the FDA “could signal probably more regulatory flexibility,\" Meacham noted trying to predict the impact of the decision by the regulator which remains under the Acting Commissioner Janet Woodcock.</li><li>Meanwhile, Seeking Alpha contributor Trent Welsh thinks that in the event of a negative outcome, the activist involvement could mitigate the losses for investors as the contributor initiates a very bullish view on Biogen ahead of the FDA action date for aducanumab on June 07. </li></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>Biogen surges ahead of key FDA decision amid mixed views on potential Alzheimer’s therapy</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; 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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\">\nBiogen surges ahead of key FDA decision amid mixed views on potential Alzheimer’s therapy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 10:25 GMT+8 <a href=https://seekingalpha.com/news/3703521-biogen-surges-ahead-of-key-fda-decision-amid-mixed-views-on-potential-alzheimers-therapy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biogen(NASDAQ:BIIB) rose ~5.0%on Friday to outperform the broader market for the week as it awaits FDA approval for aducanumab, the experimental therapy against Alzheimer’s disease co-developed by the...</p>\n\n<a href=\"https://seekingalpha.com/news/3703521-biogen-surges-ahead-of-key-fda-decision-amid-mixed-views-on-potential-alzheimers-therapy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIIB":"渤健公司"},"source_url":"https://seekingalpha.com/news/3703521-biogen-surges-ahead-of-key-fda-decision-amid-mixed-views-on-potential-alzheimers-therapy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1179953695","content_text":"Biogen(NASDAQ:BIIB) rose ~5.0%on Friday to outperform the broader market for the week as it awaits FDA approval for aducanumab, the experimental therapy against Alzheimer’s disease co-developed by the company with Eisai(OTCPK:ESALF).While scientists question the efficacy of aducanumab which had a mixed performance in late-stage trials, the patient advocacy groups continue to stand behind the treatment.\"We support a decision for approval of aducanumab ... It ushers in a new era of potential treatments,\" Reuters quoted Dr. Joanne Pike, chief strategy officer at the Alzheimer's Association as saying.However, the analysts appear divided on the potential for aducanumab to secure a regulatory nod. Citing management comments over plans for its commercialization, Oppenheimer raised the probability of approval to 50% from 30%.Recently, Mizuho analyst Salim Syed estimated Biogen shares could reach ~$400 or ~$200 depending on the FDA decision.Meanwhile, Bank of America remains cautious with the analyst Geoff Meacham giving the treatment only a 25% chance of avoiding the FDA rejection.A positive decision by the FDA “could signal probably more regulatory flexibility,\" Meacham noted trying to predict the impact of the decision by the regulator which remains under the Acting Commissioner Janet Woodcock.Meanwhile, Seeking Alpha contributor Trent Welsh thinks that in the event of a negative outcome, the activist involvement could mitigate the losses for investors as the contributor initiates a very bullish view on Biogen ahead of the FDA action date for aducanumab on June 07.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132230045,"gmtCreate":1622090178487,"gmtModify":1704179276071,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Tesla like please","listText":"Tesla like please","text":"Tesla like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/132230045","repostId":"1106829384","repostType":4,"repost":{"id":"1106829384","kind":"news","pubTimestamp":1622086076,"share":"https://ttm.financial/m/news/1106829384?lang=&edition=fundamental","pubTime":"2021-05-27 11:27","market":"us","language":"en","title":"The 10 Most Talked About Stocks on Reddit WallStreetBets","url":"https://stock-news.laohu8.com/highlight/detail?id=1106829384","media":"InvestorPlace","summary":"These are the top trending stocks gaining massive chatter on the popular subreddit, WallStreetBets.T","content":"<blockquote>These are the top trending stocks gaining massive chatter on the popular subreddit, WallStreetBets.</blockquote><p>Tracking Reddit has become one of the most prominent investing strategies in the world. The 10 million members of <b>Reddit’s</b>r /WallStreetBets community have challenged conventional investing wisdom and made some nice moolah along the way. That is why even the staunchest critics now pay attention to Reddit stocks.</p><p>It doesn’t matter that these traders are concentrating on executing targeted buying campaigns in the most heavily shorted stocks around. If you have been following their story, you know that the strategy has worked in spades.</p><p>Hedge funds have seen catastrophic losses due to the market movements induced by the stock-trading Reddit community known as WallStreetBets. Congress has debated this issue. And it will undoubtedly be a sticking point as we move forward.</p><p>But until there is some concrete legislation, you can not afford to ignore Reddit stocks. So here are the 10 most prominent ones generating the most chatter.</p><ul><li><b>Rocket Companies</b>(NYSE:<b><u>RKT</u></b>)</li><li><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)</li><li><b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>)</li><li><b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>)</li><li><b>GameStop</b>(NYSE:<b><u>GME</u></b>)</li><li><b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>)</li><li><b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>)</li><li><b>AMC Entertainment Holdings</b>(NYSE:<b><u>AMC</u></b>)</li><li><b>Airbnb</b>(NASDAQ:<b><u>ABNB</u></b>)</li><li><b>Air Products & Chemicals</b>(NYSE:<b><u>APD</u></b>)</li></ul><p>Now, let’s dive in and take a closer look at each one.</p><p><b>Reddit Stocks: Rocket Companies (RKT)</b><img src=\"https://static.tigerbbs.com/fac2b475054fdbeaf85ea90f83dfe550\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Lori Butcher / Shutterstock.com</p><p>Rocket Companies is a favorite among Reddit traders. It may seem strange at first, considering Reddit traders are millennials. So why would they be interested in a holding company that operates an online mortgage platform? Would they not want to buy a hotshot tech stock instead?</p><p>Well, you could make the same argument for GameStop, which had its heyday at least a decade ago. But, at least with RKT stock, you have a company with sound fundamentals, an asset-light strategy and strong tailwinds.</p><p>The company’s main claim to fame is the Rocket Mortgage online platform, which allows users to take care of various aspects of the mortgage process. For example, you can apply for a mortgage, upload documents, e-sign documents, get statements and execute monthly payments — all through one app.</p><p>Rocket Companies operates under two business segments: Direct to Consumer and Partner Network. The former is a more direct and hands-on approach, and the latter deals with bolstering the brand through consumer-focused influencers and marketing partnerships.</p><p>It hasn’t been a historically impressive stock, but Rocket is generating great profits on the back of a booming U.S. housing market. Plus, shares are down 21% in a month, which means you could snap these up at affordable rates.</p><p><b>Tesla (TSLA)</b><img src=\"https://static.tigerbbs.com/e7bcd3e2f08559a8036862a496e3a4fc\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Grisha Bruev / Shutterstock.com</p><p>As one of the more controversial Reddit stocks, Tesla had an amazing 2020. Buoyed by investor enthusiasm for the electric vehicle (EV) industry, TSLA stock made record gains last year. And even though shares have cooled off, they are still up 280% in one year.</p><p>Coming back to the company itself, there are two reasons why the EV giant lost a bit of steam. Firstly, as vaccines roll out, we are finally returning to some normalcy. So, investors are moving towardsrecovery stocksandsafer bets.</p><p>Secondly, Tesla itself has not done a lot to impress investors. Its latest quarterly results leave a lot to be decided, and Elon Musk’s erratic behavior does not help matters. So, all things considered, TSLA is one of the riskiest bets out there. But the WallStreetBets community is still buzzing about the EV giant.</p><p><b>Reddit Stocks: Apple (AAPL)</b><img src=\"https://static.tigerbbs.com/17da7ab3b078612f00549e67106f6bc8\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: ZorroGabriel / Shutterstock.com</p><p>Our next entry is a sharp rebuke to those who say Reddit stocks are all about risk.</p><p>Apple is a bellwether of the tech world and is a “best in class” blue-chip tech stock. Most recently, the Cupertino, Calif.-based tech giant recorded a54% year-over-year increase in revenueand $23.6 billion in net income in its fiscal second quarter. It is also aggressively pursuing its strategy to become net cash-neutral, announcing a new $90 billion buyback program in its latest quarterly results.</p><p>Moreover, AAPL stock is similar to TSLA stock in that the main conversation surrounding it is valuation these days. However, one must remember that AAPL stock is trading at 28.1x trailing price-earnings (P/E) and TSLA trades at 575.1x P/E.</p><p>Still, investors are hoping the stock will lose a bit more steam. Yet, Reddit traders seem to have a different opinion, believing that the stock has room to grow still after falling 5.5% in a month.</p><p><b>Nvidia (NVDA)</b><img src=\"https://static.tigerbbs.com/38d8c3db9ab2a1e2cecc93b01c3d6d9d\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: JHVEPhoto / Shutterstock.com</p><p>Readers of this space know howbullish I amon Nvidia. The world’s leading semiconductor company is supplying cutting-edge technology for several artificial intelligence applications and is constantly building out its portfolio to diversify investments.</p><p>The recent quarterly results reinforce how dominant it is in the chip space. In the fourth fiscal quarter, the American multinational technology company reported$5 billion in revenue, up 61% from $3.11 billion a year earlier.</p><p>Non-GAAP earnings per diluted share came in at $3.10, up 64% from $1.89 a year earlier, handily beating Wall Street analyst forecasts of $2.81 per share by 10.3%. This marks the ninth quarter in a row where the company has delivered a ‘positive’ earnings surprise.</p><p>Gaming and data centers remain the lynchpin of its success. Data centers, artificial intelligence, and the automotive segment are poised to become major growth drivers moving forward as Nvidia invests heavily in the space.</p><p>These are all high-margin businesses, so Nvidia’s future is secure. The only sticking point, I would say, is valuation. Although the stock price has fallen in the last few months, shares are still trading at high price multiples. But hey, Reddit traders do not seem to think so.</p><p><b>Reddit Stocks: GameStop (GME)</b><img src=\"https://static.tigerbbs.com/7e8020621987a4451013eee074e20d4b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: quietbits / Shutterstock.com</p><p>If there is one name that is synonymous with Reddit stocks, it is GameStop. The perennially troubled video game retailer got a new lease of life thanks to enthusiastic newbie traders. But, unfortunately, they did not invest based on fundamentals.</p><p>Instead, they believed they were doing a social service by saving the retailer from bankruptcy. Along the way, they badly damaged hedge funds that had shorted the stock, reinforcing how this is the age of the retail trader.</p><p>Regardless, it has been a few months since this unique phenomenon started. The interesting part? The momentum shows no signs of stopping. In the last three months alone, shares are up 113%.</p><p>It’s useless to talk fundamentals here. When you think Reddit stocks, I am pretty sure the first name that comes to mind is GameStop. Reddit traders have made GME stock a matter of prestige, so expect this one to stay popular with them for some time to come.</p><p><b>Advanced Micro Devices (AMD)</b><img src=\"https://static.tigerbbs.com/93319e9e88d1378e2b42739a47216d3b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Joseph GTK / Shutterstock.com</p><p>Nvidia and Advanced Micro Devices are the two most prominent semiconductor companies out there.</p><p>Much like Nvidia, AMD is a solid performer, and you will not have any sleepless nights if you decide to park your capital here.</p><p>In the last five years, AMD has outperformed the<b>S&P 500</b>by 1692.1% and its sector by 1545.7%. That kind of price momentum highlights the company’s strong performance over a long period of time.</p><p>Coming back to the present day, both Ryzen 3000-series SKUs and next-gen Zen 3-based CPUs continue to sell at breakneck speed.</p><p>In addition, AMD is benefitting massively from the renewal of one of the oldest rivalries in tech —<b>Sony’s</b>(NYSE:<b><u>SONY</u></b>) PlayStation versus<b>Microsoft’s</b> (NASDAQ:<b><u>MSFT</u></b>) Xbox. Both of these consoles use chips made by AMD, so it really doesn’t have a horse in this race. Instead, it’s just sitting back and enjoying the success of these two launches.</p><p>Much like NVDA stock, though, there are only two things you need to worry about when investing in AMD stock. The first is overvaluation concern. The stock trades at 35.8 times forward P/E. The second is the chip shortage and how that will affect performance.</p><p>For now, it seems safe to say the company is managing the situation well. AMD CEO Lisa Su, the first woman to head a major semiconductor company, isn’t flustered by chip shortage and believes that GPU and processor stock will improve throughout 2021.</p><p><b>Reddit Stocks: Palantir Technologies (PLTR)</b><img src=\"https://static.tigerbbs.com/ae3c334400df21791be5286e847ed42b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Ascannio / Shutterstock.com</p><p>One of the more controversial Reddit stocks out there is Palantir. But like several other entries on this list, this is a solid performer that will make its place in any growth-focused investor’s portfolio.</p><p>The big data analytics founded by Peter Thiel has a close relationship with the U.S. military and the Immigration and Customs Enforcement (ICE). Understandably, some members of Congress are miffed with this close association. However, from a fundamentals perspective, there is nothing to dislike about this one.</p><p>Every quarter, Palantir manages to bag major contracts due to its impressive data analytics capabilities.</p><p>It has two software platforms, Gotham and Foundry. Gotham is for defense and intelligence agencies, and Foundry is for commercial customers. Both these business segments are doing exceedingly well, leading to the stock becoming a favorite among analysts, and apparently Reddit folk.</p><p><b>AMC Entertainment Holdings (AMC)</b><img src=\"https://static.tigerbbs.com/debf23c65609117fe070894de9ad0203\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: rblfmr/Shutterstock.com</p><p>Unsurprisingly, Reddit traders found AMC stock enticing at a time when most movie theaters were shuttered. As the movie theatre chain struggled to survive and shore up cash, Reddit investors rescued the company from the depths of bankruptcy.</p><p>AMC has chosen to make hay while the sun shines, raising substantial cash through equity issues. However, the important thing to note here is that even before the novel coronavirus pandemic struck, AMC was suffering. It was having trouble competing with streaming giants as movie content shifted online.</p><p>The situation hasn’t changed much. In fact, movie studios are increasingly leaning towards streaming options as an answer to their woes, meaning things will not look up for the company any time soon with streaming giants like<b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>) gaining ground.</p><p><b>Reddit Stocks: Airbnb (ABNB)</b><img src=\"https://static.tigerbbs.com/9fca693954ba87536618aaef41ac6768\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: AlesiaKan / Shutterstock.com</p><p>Airbnb has cooled off a bit after a blockbuster debut. However, shares are down 33%, and the stock is still overvalued in my eyes because of the sector in which it operates.</p><p>Travel and tourism took a big hit last year. And although airline traffic is returning, it’s still not at the level where Airbnb can justify a market cap of $83.4 billion.</p><p>So, at a time when mostairline stocks are taking massive hitsand just struggling to survive, ABNB stock is trading at massive price multiples while still being unprofitable. Yes, it has a different business model that is less capital intensive. But still, the valuation is too high.</p><p>However, again, this doesn’t faze Reddit traders at all, who are willing to hold onto this one with “diamond hands,” a fact that should help keep this one on your radar.</p><p><b>Air Products & Chemicals (APD)</b><img src=\"https://static.tigerbbs.com/ef0650f31249d6f4fca1488432e6d315\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Shutterstock</p><p>Allentown, Pennsylvania-based Air Products & Chemicals is one of the more conventional stocks on this list. Its principal business is selling gases and chemicals for industrial uses. Not what you were expecting on the WallStreetBets subreddit? Well, the Reddit investing world is full of surprises.</p><p>Regardless, this is a pretty boring, stable investment, one that will get a massive boost once the economy starts whirring at full steam again. Consensus estimates tracked by<i>Refinitiv</i>call for an increase of 12.2% and 22.3%in fiscal 2021 and 2022, respectively.</p><p>Again, valuation is a bit high, not surprising since the stock has been on a bull run as of late. Still, it would be best if you wait for this to cool down a bit before buying.</p><p><i>On the date of publication, Faizan Farooquedid not have (either directly or indirectly) any positions in the securities mentioned in this article.The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</i></p>","source":"lsy1606302653667","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>The 10 Most Talked About Stocks on Reddit WallStreetBets</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\">\nThe 10 Most Talked About Stocks on Reddit WallStreetBets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 11:27 GMT+8 <a href=https://investorplace.com/2021/05/the-10-most-talked-about-stocks-on-reddit-wallstreetbets/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These are the top trending stocks gaining massive chatter on the popular subreddit, WallStreetBets.Tracking Reddit has become one of the most prominent investing strategies in the world. The 10 ...</p>\n\n<a href=\"https://investorplace.com/2021/05/the-10-most-talked-about-stocks-on-reddit-wallstreetbets/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RKT":"Rocket Companies","ABNB":"爱彼迎","GME":"游戏驿站","TSLA":"特斯拉","AMD":"美国超微公司","AMC":"AMC院线","APD":"空气化工","NVDA":"英伟达","AAPL":"苹果","PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/05/the-10-most-talked-about-stocks-on-reddit-wallstreetbets/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106829384","content_text":"These are the top trending stocks gaining massive chatter on the popular subreddit, WallStreetBets.Tracking Reddit has become one of the most prominent investing strategies in the world. The 10 million members of Reddit’sr /WallStreetBets community have challenged conventional investing wisdom and made some nice moolah along the way. That is why even the staunchest critics now pay attention to Reddit stocks.It doesn’t matter that these traders are concentrating on executing targeted buying campaigns in the most heavily shorted stocks around. If you have been following their story, you know that the strategy has worked in spades.Hedge funds have seen catastrophic losses due to the market movements induced by the stock-trading Reddit community known as WallStreetBets. Congress has debated this issue. And it will undoubtedly be a sticking point as we move forward.But until there is some concrete legislation, you can not afford to ignore Reddit stocks. So here are the 10 most prominent ones generating the most chatter.Rocket Companies(NYSE:RKT)Tesla(NASDAQ:TSLA)Apple(NASDAQ:AAPL)Nvidia(NASDAQ:NVDA)GameStop(NYSE:GME)Advanced Micro Devices(NASDAQ:AMD)Palantir Technologies(NYSE:PLTR)AMC Entertainment Holdings(NYSE:AMC)Airbnb(NASDAQ:ABNB)Air Products & Chemicals(NYSE:APD)Now, let’s dive in and take a closer look at each one.Reddit Stocks: Rocket Companies (RKT)Source: Lori Butcher / Shutterstock.comRocket Companies is a favorite among Reddit traders. It may seem strange at first, considering Reddit traders are millennials. So why would they be interested in a holding company that operates an online mortgage platform? Would they not want to buy a hotshot tech stock instead?Well, you could make the same argument for GameStop, which had its heyday at least a decade ago. But, at least with RKT stock, you have a company with sound fundamentals, an asset-light strategy and strong tailwinds.The company’s main claim to fame is the Rocket Mortgage online platform, which allows users to take care of various aspects of the mortgage process. For example, you can apply for a mortgage, upload documents, e-sign documents, get statements and execute monthly payments — all through one app.Rocket Companies operates under two business segments: Direct to Consumer and Partner Network. The former is a more direct and hands-on approach, and the latter deals with bolstering the brand through consumer-focused influencers and marketing partnerships.It hasn’t been a historically impressive stock, but Rocket is generating great profits on the back of a booming U.S. housing market. Plus, shares are down 21% in a month, which means you could snap these up at affordable rates.Tesla (TSLA)Source: Grisha Bruev / Shutterstock.comAs one of the more controversial Reddit stocks, Tesla had an amazing 2020. Buoyed by investor enthusiasm for the electric vehicle (EV) industry, TSLA stock made record gains last year. And even though shares have cooled off, they are still up 280% in one year.Coming back to the company itself, there are two reasons why the EV giant lost a bit of steam. Firstly, as vaccines roll out, we are finally returning to some normalcy. So, investors are moving towardsrecovery stocksandsafer bets.Secondly, Tesla itself has not done a lot to impress investors. Its latest quarterly results leave a lot to be decided, and Elon Musk’s erratic behavior does not help matters. So, all things considered, TSLA is one of the riskiest bets out there. But the WallStreetBets community is still buzzing about the EV giant.Reddit Stocks: Apple (AAPL)Source: ZorroGabriel / Shutterstock.comOur next entry is a sharp rebuke to those who say Reddit stocks are all about risk.Apple is a bellwether of the tech world and is a “best in class” blue-chip tech stock. Most recently, the Cupertino, Calif.-based tech giant recorded a54% year-over-year increase in revenueand $23.6 billion in net income in its fiscal second quarter. It is also aggressively pursuing its strategy to become net cash-neutral, announcing a new $90 billion buyback program in its latest quarterly results.Moreover, AAPL stock is similar to TSLA stock in that the main conversation surrounding it is valuation these days. However, one must remember that AAPL stock is trading at 28.1x trailing price-earnings (P/E) and TSLA trades at 575.1x P/E.Still, investors are hoping the stock will lose a bit more steam. Yet, Reddit traders seem to have a different opinion, believing that the stock has room to grow still after falling 5.5% in a month.Nvidia (NVDA)Source: JHVEPhoto / Shutterstock.comReaders of this space know howbullish I amon Nvidia. The world’s leading semiconductor company is supplying cutting-edge technology for several artificial intelligence applications and is constantly building out its portfolio to diversify investments.The recent quarterly results reinforce how dominant it is in the chip space. In the fourth fiscal quarter, the American multinational technology company reported$5 billion in revenue, up 61% from $3.11 billion a year earlier.Non-GAAP earnings per diluted share came in at $3.10, up 64% from $1.89 a year earlier, handily beating Wall Street analyst forecasts of $2.81 per share by 10.3%. This marks the ninth quarter in a row where the company has delivered a ‘positive’ earnings surprise.Gaming and data centers remain the lynchpin of its success. Data centers, artificial intelligence, and the automotive segment are poised to become major growth drivers moving forward as Nvidia invests heavily in the space.These are all high-margin businesses, so Nvidia’s future is secure. The only sticking point, I would say, is valuation. Although the stock price has fallen in the last few months, shares are still trading at high price multiples. But hey, Reddit traders do not seem to think so.Reddit Stocks: GameStop (GME)Source: quietbits / Shutterstock.comIf there is one name that is synonymous with Reddit stocks, it is GameStop. The perennially troubled video game retailer got a new lease of life thanks to enthusiastic newbie traders. But, unfortunately, they did not invest based on fundamentals.Instead, they believed they were doing a social service by saving the retailer from bankruptcy. Along the way, they badly damaged hedge funds that had shorted the stock, reinforcing how this is the age of the retail trader.Regardless, it has been a few months since this unique phenomenon started. The interesting part? The momentum shows no signs of stopping. In the last three months alone, shares are up 113%.It’s useless to talk fundamentals here. When you think Reddit stocks, I am pretty sure the first name that comes to mind is GameStop. Reddit traders have made GME stock a matter of prestige, so expect this one to stay popular with them for some time to come.Advanced Micro Devices (AMD)Source: Joseph GTK / Shutterstock.comNvidia and Advanced Micro Devices are the two most prominent semiconductor companies out there.Much like Nvidia, AMD is a solid performer, and you will not have any sleepless nights if you decide to park your capital here.In the last five years, AMD has outperformed theS&P 500by 1692.1% and its sector by 1545.7%. That kind of price momentum highlights the company’s strong performance over a long period of time.Coming back to the present day, both Ryzen 3000-series SKUs and next-gen Zen 3-based CPUs continue to sell at breakneck speed.In addition, AMD is benefitting massively from the renewal of one of the oldest rivalries in tech —Sony’s(NYSE:SONY) PlayStation versusMicrosoft’s (NASDAQ:MSFT) Xbox. Both of these consoles use chips made by AMD, so it really doesn’t have a horse in this race. Instead, it’s just sitting back and enjoying the success of these two launches.Much like NVDA stock, though, there are only two things you need to worry about when investing in AMD stock. The first is overvaluation concern. The stock trades at 35.8 times forward P/E. The second is the chip shortage and how that will affect performance.For now, it seems safe to say the company is managing the situation well. AMD CEO Lisa Su, the first woman to head a major semiconductor company, isn’t flustered by chip shortage and believes that GPU and processor stock will improve throughout 2021.Reddit Stocks: Palantir Technologies (PLTR)Source: Ascannio / Shutterstock.comOne of the more controversial Reddit stocks out there is Palantir. But like several other entries on this list, this is a solid performer that will make its place in any growth-focused investor’s portfolio.The big data analytics founded by Peter Thiel has a close relationship with the U.S. military and the Immigration and Customs Enforcement (ICE). Understandably, some members of Congress are miffed with this close association. However, from a fundamentals perspective, there is nothing to dislike about this one.Every quarter, Palantir manages to bag major contracts due to its impressive data analytics capabilities.It has two software platforms, Gotham and Foundry. Gotham is for defense and intelligence agencies, and Foundry is for commercial customers. Both these business segments are doing exceedingly well, leading to the stock becoming a favorite among analysts, and apparently Reddit folk.AMC Entertainment Holdings (AMC)Source: rblfmr/Shutterstock.comUnsurprisingly, Reddit traders found AMC stock enticing at a time when most movie theaters were shuttered. As the movie theatre chain struggled to survive and shore up cash, Reddit investors rescued the company from the depths of bankruptcy.AMC has chosen to make hay while the sun shines, raising substantial cash through equity issues. However, the important thing to note here is that even before the novel coronavirus pandemic struck, AMC was suffering. It was having trouble competing with streaming giants as movie content shifted online.The situation hasn’t changed much. In fact, movie studios are increasingly leaning towards streaming options as an answer to their woes, meaning things will not look up for the company any time soon with streaming giants likeNetflix(NASDAQ:NFLX) gaining ground.Reddit Stocks: Airbnb (ABNB)Source: AlesiaKan / Shutterstock.comAirbnb has cooled off a bit after a blockbuster debut. However, shares are down 33%, and the stock is still overvalued in my eyes because of the sector in which it operates.Travel and tourism took a big hit last year. And although airline traffic is returning, it’s still not at the level where Airbnb can justify a market cap of $83.4 billion.So, at a time when mostairline stocks are taking massive hitsand just struggling to survive, ABNB stock is trading at massive price multiples while still being unprofitable. Yes, it has a different business model that is less capital intensive. But still, the valuation is too high.However, again, this doesn’t faze Reddit traders at all, who are willing to hold onto this one with “diamond hands,” a fact that should help keep this one on your radar.Air Products & Chemicals (APD)Source: ShutterstockAllentown, Pennsylvania-based Air Products & Chemicals is one of the more conventional stocks on this list. Its principal business is selling gases and chemicals for industrial uses. Not what you were expecting on the WallStreetBets subreddit? Well, the Reddit investing world is full of surprises.Regardless, this is a pretty boring, stable investment, one that will get a massive boost once the economy starts whirring at full steam again. Consensus estimates tracked byRefinitivcall for an increase of 12.2% and 22.3%in fiscal 2021 and 2022, respectively.Again, valuation is a bit high, not surprising since the stock has been on a bull run as of late. Still, it would be best if you wait for this to cool down a bit before buying.On the date of publication, Faizan Farooquedid not have (either directly or indirectly) any positions in the securities mentioned in this article.The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193415747,"gmtCreate":1620809396789,"gmtModify":1704348727753,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Good. Up . Reply like","listText":"Good. Up . Reply like","text":"Good. Up . Reply like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/193415747","repostId":"1135184221","repostType":4,"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582431165926620","authorId":"3582431165926620","name":"YoshiTei","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582431165926620","authorIdStr":"3582431165926620"},"content":"done reply help back","text":"done reply help back","html":"done reply help back"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107309545,"gmtCreate":1620442524887,"gmtModify":1704343784242,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Apple in the picture? Like comment","listText":"Apple in the picture? Like comment","text":"Apple in the picture? Like comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/107309545","repostId":"1122144051","repostType":4,"repost":{"id":"1122144051","kind":"news","pubTimestamp":1620441607,"share":"https://ttm.financial/m/news/1122144051?lang=&edition=fundamental","pubTime":"2021-05-08 10:40","market":"us","language":"en","title":"7 Growth Stocks Headed for the Moon","url":"https://stock-news.laohu8.com/highlight/detail?id=1122144051","media":"investorplace","summary":"If you’re just getting into the investing game, growth stocks are a great place to get started. As t","content":"<p>If you’re just getting into the investing game, growth stocks are a great place to get started. As the name suggests, these are stocks of companies that are poised for exponential growth. However, this also means they are often smaller and still in the developmental stages. While profitability may be low in the short term, the future potential of these investments makes it a great opportunity to buy in before valuations soar.</p><p>Growth stocks are often considered to be a safety net. These investments are particularly attractive during periods of economic downturn as they show promise of higher than average returns in the future. According to Jim Paulsen, a chief investment strategist at Leuthold Group, growth stocks havehistorically outperformedin both rising and falling markets.</p><p>On the heels of a strong earnings season this year, many investors are now looking to get in on the market momentum. As a result of this, growth stocks are now gaining traction after months of economically driven volatility. Here are seven stocks headed for the moon.</p><ul><li><b>Shopify</b>(NYSE:<b>SHOP</b>)</li><li><b>PayPal</b>(NASDAQ:<b>PYPL</b>)</li><li><b>Tesla</b>(NASDAQ:<b>TSLA</b>)</li><li><b>Snowflake</b>(NYSE:<b>SNOW</b>)</li><li><b>Upwork</b>(NASDAQ:<b>UPWK</b>)</li><li><b>Peloton</b>(NASDAQ:<b>PTON</b>)</li><li><b>Etsy</b>(NASDAQ:<b>ETSY</b>)</li></ul><p>Growth Stocks: Shopify (SHOP)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea3690fa463ad773cc4713a2e50a6d81\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"><span>Source: Burdun Iliya / Shutterstock.com</span></p><p>First up on the list is Shopify. The e-commerce giant had a spectacular run in the last 12 months but is poised for greater upside in the coming years.</p><p>In the wake of the novel coronavirus pandemic, Shopify’s platform served as a lifeline for small businesses forced to move online. The company allows small to mid-sized businesses to set up digital storefronts and connect with customers. As a result of traffic on the platform, the company reported a grossmerchandise volume of $119.6 billionin 2020 – a 96% increase from the previous year.</p><p>Coming into 2021, Shopify stock remained volatile in the first half of the year amid a mass-market sell-off. But the e-commerce revolution is far from over. The company boasts more than 1.5 million users on its platform and this number will only continue to grow.</p><p>Although in-store shopping will eat into Shopify’s market share, online retail is a pandemic trend that won’t go away anytime soon. Research shows that e-commerce is growing in the U.S., accounting forfor 6% of total salesnationwide in 2013. And this value is expected to hit 19% by 2024.</p><p>Shopify stock is down from its peak pandemic highs, but this growth stock is worth betting on for the long haul.</p><p>PayPal (PYPL)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a850647eb7c4cf2deb699b8d75064ca\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"><span>Source: Michael Vi / Shutterstock.com</span></p><p>Digital payments defined the pandemic year as cash lost its allure amid mass social distancing. This meant that payment platforms once seen as a convenience were now deemed a necessity. The fintech industry is crowded but PayPal, one of the oldest players in the space, holds a strong competitive advantage. And while many are questioning its growth prospects in a post-pandemic world, I think the stock is in a great position to keep growing. This is because, like online shopping, digital payments are a trend that won’t go away.</p><p>As of the fourth quarter 2020, PayPal had377 million user accountsand 29 million merchants worldwide. This resulted in net revenue of $6.12 billion for the year. In 2021, the company hopes to add 50 million new accounts and sees revenue hitting the$50 billion mark by 2025. A combination of digital payment trends in its favor and a strong market position support this guidance.</p><p>Adding on to these tailwinds, PayPal recently announced that it will allow users to trade store cryptocurrencies on its subsidiary platform, Venmo. As digital currencies go mainstream, this crypto offering could be a major revenue generator for the company.</p><p>With a growing customer base and history of constant innovation, PayPal is a growth stock that will thrive in the new normal.</p><p>Growth Stocks: Tesla (TSLA)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c01ac3bf2a851ddfd5cb61651f3edde8\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"><span>Source: Sheila Fitzgerald / Shutterstock.com</span></p><p>The growth potential of electric vehicles (EVs) has many investors bullish on the biggest names in the sector. Leading this trend is Tesla. Shares of the company trade at about 23.5 times its revenue, making it one of the most expensive stocks on the market. But the potential tailwinds for Tesla justifies this price.</p><p>In its most recent earnings report, the company postednet revenue of $10.39 billion, up 74% from a year ago. EPS also beat expectations at 93 cents/share. However, deliveries hit a speed bump due to supply chain issues but the company is working toward improving its production capabilities.</p><p>Looking ahead, Tesla’s CEO Elon Musk says they will begin deliveries of its Model S sedans this month. Deliveries are expected to increase by 50% in 2021 or an additional 750,000 vehicles. The company is also working to improve the mechanics of its cars. It believes that the new autonomous vehicle will be vision-based with the use of AI-based cameras. According to the EV maker, they are “ready to switch the market to Tesla Vision.”</p><p>Tesla is an expensive growth stock but with EVs poised to go mainstream in the coming years, this investment will generate ample returns.</p><p>Snowflake (SNOW)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27f6a7dec8d3a5c0c3c3b989a1134ac7\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"><span>Source: rblfmr / Shutterstock.com</span></p><p>Cloud-based solutions are another major area of growth in the future. One company that shows a lot of upside potential in the sector is Snowflake. The shift to a digital environment has served as a major tailwind for cloud infrastructures. Companies like Snowflake help businesses manage and store their data remotely. This service became crucial for many businesses during the pandemic.</p><p>As for the numbers, Snowflake is still in its growth stages and continues to burn through large amounts of cash. However, the company did report a120% increasein product revenue at $553.8 million. Once Snowflake surpasses this phase, its services should generate some juicy returns. The company’s biggest selling point is its pay-as-you-go model that’s packaged as a subscription as a service (SaaS) model. Solutions such as these can help companies lower costs as they achieve greater economies of scale.</p><p>Snowflake’s competitive market position and lucrative subscription model make this stock a great buy for the long haul.</p><p>Growth Stocks: Upwork (UPWK)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acf0ab4a91be4e6c30a66154a16da013\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"><span>Source: Shutterstock</span></p><p>As a result of pandemic-induced layoffs and furloughs, many people took to freelancing to make some extra cash. For Upwork, a platform that connects businesses to freelancers, user growth surged as a result. Given its dominant position in the market, the company stands to gain the most from the gig-economy trend. To put this in numbers, shares of Upwork are now up some 400%, trading at around $37 from a low of $8 a year ago.</p><p>It’s worth noting that while the company reported a major surge in revenue, it is not yet profitable. This alludes to the fact that the gig economy is still very much in its early stages and Upwork chooses to focus on growth and not profitability. Going into 2021, Upwork will continue to follow this ethos and predictsrevenue will grow by 24.91%. Assuming revenues grow in accordance with the forecast, investors are likely to see an appreciation in the share price this year.</p><p>As far as growth stocks go, Upwork is a top play. The winds of the gig economy are blowing in the company’s favor and explosive returns are definitely in the forecast.</p><p>Peloton (PTON)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62063fe1973a8eb39334be9944957d17\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"><span>Source: JHVEPhoto / Shutterstock.com</span></p><p>Riddled with supply chain issues and questions about its future, shares of fitness giant Peloton are on the decline. However, experts see this dip as a great buying opportunity. The pandemic was a boon for Peloton as people purchased the company’s exercise bike to stay fit indoors. As a result,revenue doubled to $1.06 billionfor the quarter ended on Dec. 31, 2020.</p><p>But this success was threatened as the company faced numerous supply chain issues and struggled to meet the explosive demand. Adding to the negative publicity over delayed orders and treadmill issues, Peloton’s growth prospects post-pandemic came into question.</p><p>However, several reasons hint at Peloton’s long-term success, making this dip a great buying opportunity. For instance, the remote fitness trend brought about by the pandemic is one that is here to stay. Experts believe that people will continue to embrace remote workouts even after gyms reopen. For Peloton, a major player in the space, this provides an opportunity for long-term growth. Peloton is optimistic about its success in the new normal and forecasted revenue of $4 billion for FY21.</p><p>Despite the short-term headwinds, Peloton is a growth stock that’s worth banking on. Its strong market position and favorable trends in the fitness industry will help PTON pedal higher.</p><p>Growth Stocks: Etsy (ETSY)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bb27fc022879d2fcccafade8ad5e292\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"><span>Source: Shutterstock</span></p><p>E-commerce was a major area of focus during the pandemic and with good reason. For many years, in-store shopping was on the decline as people preferred to shop online. The pandemic-induced lockdowns accelerated this to a whole new level. Hence, it’s safe to assume that e-commerce is here to stay long after the pandemic. This trend bodes well for Etsy, a platform that caters to small artisanal businesses.</p><p>Etsy is a platform for independent sellers, many of whom have no physical storefront. As an all-purpose enterprise for small businesses, the company saw a massive hike in the number of sellers on its platform during the pandemic. In 2020, sellers on Etsyrose by 62% to 4.4 millionand 81.9 million people purchased products on the website. The resulted in a revenue hike of 111%.</p><p>As we approach the new normal, it is unlikely that we will see such explosive results. But looking at the long-term prospects, Etsy has a strong value proposition. As one of the biggest platforms for independent sellers, the company’s market competitiveness will lead to higher returns in the future.</p><p>The future of retail is online, making Etsy a growth stock to have on your radar.</p>","source":"lsy1606302653667","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>7 Growth Stocks Headed for the Moon</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\">\n7 Growth Stocks Headed for the Moon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 10:40 GMT+8 <a href=https://investorplace.com/2021/05/7-growth-stocks-headed-for-the-moon/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you’re just getting into the investing game, growth stocks are a great place to get started. As the name suggests, these are stocks of companies that are poised for exponential growth. However, ...</p>\n\n<a href=\"https://investorplace.com/2021/05/7-growth-stocks-headed-for-the-moon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc.","ETSY":"Etsy, Inc.","PYPL":"PayPal","SHOP":"Shopify Inc","TSLA":"特斯拉","SNOW":"Snowflake","UPWK":"Upwork Inc."},"source_url":"https://investorplace.com/2021/05/7-growth-stocks-headed-for-the-moon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122144051","content_text":"If you’re just getting into the investing game, growth stocks are a great place to get started. As the name suggests, these are stocks of companies that are poised for exponential growth. However, this also means they are often smaller and still in the developmental stages. While profitability may be low in the short term, the future potential of these investments makes it a great opportunity to buy in before valuations soar.Growth stocks are often considered to be a safety net. These investments are particularly attractive during periods of economic downturn as they show promise of higher than average returns in the future. According to Jim Paulsen, a chief investment strategist at Leuthold Group, growth stocks havehistorically outperformedin both rising and falling markets.On the heels of a strong earnings season this year, many investors are now looking to get in on the market momentum. As a result of this, growth stocks are now gaining traction after months of economically driven volatility. Here are seven stocks headed for the moon.Shopify(NYSE:SHOP)PayPal(NASDAQ:PYPL)Tesla(NASDAQ:TSLA)Snowflake(NYSE:SNOW)Upwork(NASDAQ:UPWK)Peloton(NASDAQ:PTON)Etsy(NASDAQ:ETSY)Growth Stocks: Shopify (SHOP)Source: Burdun Iliya / Shutterstock.comFirst up on the list is Shopify. The e-commerce giant had a spectacular run in the last 12 months but is poised for greater upside in the coming years.In the wake of the novel coronavirus pandemic, Shopify’s platform served as a lifeline for small businesses forced to move online. The company allows small to mid-sized businesses to set up digital storefronts and connect with customers. As a result of traffic on the platform, the company reported a grossmerchandise volume of $119.6 billionin 2020 – a 96% increase from the previous year.Coming into 2021, Shopify stock remained volatile in the first half of the year amid a mass-market sell-off. But the e-commerce revolution is far from over. The company boasts more than 1.5 million users on its platform and this number will only continue to grow.Although in-store shopping will eat into Shopify’s market share, online retail is a pandemic trend that won’t go away anytime soon. Research shows that e-commerce is growing in the U.S., accounting forfor 6% of total salesnationwide in 2013. And this value is expected to hit 19% by 2024.Shopify stock is down from its peak pandemic highs, but this growth stock is worth betting on for the long haul.PayPal (PYPL)Source: Michael Vi / Shutterstock.comDigital payments defined the pandemic year as cash lost its allure amid mass social distancing. This meant that payment platforms once seen as a convenience were now deemed a necessity. The fintech industry is crowded but PayPal, one of the oldest players in the space, holds a strong competitive advantage. And while many are questioning its growth prospects in a post-pandemic world, I think the stock is in a great position to keep growing. This is because, like online shopping, digital payments are a trend that won’t go away.As of the fourth quarter 2020, PayPal had377 million user accountsand 29 million merchants worldwide. This resulted in net revenue of $6.12 billion for the year. In 2021, the company hopes to add 50 million new accounts and sees revenue hitting the$50 billion mark by 2025. A combination of digital payment trends in its favor and a strong market position support this guidance.Adding on to these tailwinds, PayPal recently announced that it will allow users to trade store cryptocurrencies on its subsidiary platform, Venmo. As digital currencies go mainstream, this crypto offering could be a major revenue generator for the company.With a growing customer base and history of constant innovation, PayPal is a growth stock that will thrive in the new normal.Growth Stocks: Tesla (TSLA)Source: Sheila Fitzgerald / Shutterstock.comThe growth potential of electric vehicles (EVs) has many investors bullish on the biggest names in the sector. Leading this trend is Tesla. Shares of the company trade at about 23.5 times its revenue, making it one of the most expensive stocks on the market. But the potential tailwinds for Tesla justifies this price.In its most recent earnings report, the company postednet revenue of $10.39 billion, up 74% from a year ago. EPS also beat expectations at 93 cents/share. However, deliveries hit a speed bump due to supply chain issues but the company is working toward improving its production capabilities.Looking ahead, Tesla’s CEO Elon Musk says they will begin deliveries of its Model S sedans this month. Deliveries are expected to increase by 50% in 2021 or an additional 750,000 vehicles. The company is also working to improve the mechanics of its cars. It believes that the new autonomous vehicle will be vision-based with the use of AI-based cameras. According to the EV maker, they are “ready to switch the market to Tesla Vision.”Tesla is an expensive growth stock but with EVs poised to go mainstream in the coming years, this investment will generate ample returns.Snowflake (SNOW)Source: rblfmr / Shutterstock.comCloud-based solutions are another major area of growth in the future. One company that shows a lot of upside potential in the sector is Snowflake. The shift to a digital environment has served as a major tailwind for cloud infrastructures. Companies like Snowflake help businesses manage and store their data remotely. This service became crucial for many businesses during the pandemic.As for the numbers, Snowflake is still in its growth stages and continues to burn through large amounts of cash. However, the company did report a120% increasein product revenue at $553.8 million. Once Snowflake surpasses this phase, its services should generate some juicy returns. The company’s biggest selling point is its pay-as-you-go model that’s packaged as a subscription as a service (SaaS) model. Solutions such as these can help companies lower costs as they achieve greater economies of scale.Snowflake’s competitive market position and lucrative subscription model make this stock a great buy for the long haul.Growth Stocks: Upwork (UPWK)Source: ShutterstockAs a result of pandemic-induced layoffs and furloughs, many people took to freelancing to make some extra cash. For Upwork, a platform that connects businesses to freelancers, user growth surged as a result. Given its dominant position in the market, the company stands to gain the most from the gig-economy trend. To put this in numbers, shares of Upwork are now up some 400%, trading at around $37 from a low of $8 a year ago.It’s worth noting that while the company reported a major surge in revenue, it is not yet profitable. This alludes to the fact that the gig economy is still very much in its early stages and Upwork chooses to focus on growth and not profitability. Going into 2021, Upwork will continue to follow this ethos and predictsrevenue will grow by 24.91%. Assuming revenues grow in accordance with the forecast, investors are likely to see an appreciation in the share price this year.As far as growth stocks go, Upwork is a top play. The winds of the gig economy are blowing in the company’s favor and explosive returns are definitely in the forecast.Peloton (PTON)Source: JHVEPhoto / Shutterstock.comRiddled with supply chain issues and questions about its future, shares of fitness giant Peloton are on the decline. However, experts see this dip as a great buying opportunity. The pandemic was a boon for Peloton as people purchased the company’s exercise bike to stay fit indoors. As a result,revenue doubled to $1.06 billionfor the quarter ended on Dec. 31, 2020.But this success was threatened as the company faced numerous supply chain issues and struggled to meet the explosive demand. Adding to the negative publicity over delayed orders and treadmill issues, Peloton’s growth prospects post-pandemic came into question.However, several reasons hint at Peloton’s long-term success, making this dip a great buying opportunity. For instance, the remote fitness trend brought about by the pandemic is one that is here to stay. Experts believe that people will continue to embrace remote workouts even after gyms reopen. For Peloton, a major player in the space, this provides an opportunity for long-term growth. Peloton is optimistic about its success in the new normal and forecasted revenue of $4 billion for FY21.Despite the short-term headwinds, Peloton is a growth stock that’s worth banking on. Its strong market position and favorable trends in the fitness industry will help PTON pedal higher.Growth Stocks: Etsy (ETSY)Source: ShutterstockE-commerce was a major area of focus during the pandemic and with good reason. For many years, in-store shopping was on the decline as people preferred to shop online. The pandemic-induced lockdowns accelerated this to a whole new level. Hence, it’s safe to assume that e-commerce is here to stay long after the pandemic. This trend bodes well for Etsy, a platform that caters to small artisanal businesses.Etsy is a platform for independent sellers, many of whom have no physical storefront. As an all-purpose enterprise for small businesses, the company saw a massive hike in the number of sellers on its platform during the pandemic. In 2020, sellers on Etsyrose by 62% to 4.4 millionand 81.9 million people purchased products on the website. The resulted in a revenue hike of 111%.As we approach the new normal, it is unlikely that we will see such explosive results. But looking at the long-term prospects, Etsy has a strong value proposition. As one of the biggest platforms for independent sellers, the company’s market competitiveness will lead to higher returns in the future.The future of retail is online, making Etsy a growth stock to have on your radar.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105003975,"gmtCreate":1620257527797,"gmtModify":1704340789718,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Music in demand? Comment like","listText":"Music in demand? Comment like","text":"Music in demand? Comment like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/105003975","repostId":"2133521525","repostType":4,"repost":{"id":"2133521525","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1620227934,"share":"https://ttm.financial/m/news/2133521525?lang=&edition=fundamental","pubTime":"2021-05-05 23:18","market":"us","language":"en","title":"Shopify Smashed Expectations Again But Post-Pandemic Uncertainty Lies Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2133521525","media":"Benzinga","summary":"Last Wednesday, Shopify (NYSE: SHOP) earnings, revenue and gross merchandise volume for the first quarter crushed analyst expectations As a result, shares of the stock soared 11.4% as e-commerce growth remained robust during the coronavirus pandemic.","content":"<p>Last Wednesday, <b>Shopify </b>(NYSE:SHOP) earnings, revenue and gross merchandise volume for the first quarter crushed analyst expectations As a result, shares of the stock soared 11.4% as e-commerce growth remained robust during the coronavirus pandemic.</p>\n<h4>Q1 Figures</h4>\n<p>For the quarter that ended on March 31st, investors had expected Shopify to post $865.48 million but it delivered $988.6 million instead. This achievement was enabled by the 137% growth of the \"Merchant Solutions\" business that expanded even at an even faster pace during the quarter than the company's aggregate 110% growth rate. This segment that encompasses payments, shipping, and capital services brought $668 million to the table, exceeding estimates of $560 million. In addition, subscription solutions revenue rose 71% to $320.7 million, also exceeding estimates of $284 million.</p>\n<p>Net income was boosted by an unrealized gain of $1.3 billion from its partnership with Affirm Holdings Inc (NASDAQ:AFRM) which went public at the beginning of the year. Since last July, Shopify owns more than 20 million shares of the online payments company. It earned an adjusted $2.01 per share, including a $1.3 billion investment gain. Adjusted earnings were more than triple Wall Street's projected 75 cents per share.</p>\n<h4><b>How Sustainable Is The Pandemic Win?</b></h4>\n<p>Shopify became <a href=\"https://laohu8.com/S/AONE\">one</a> of the biggest winners of the pandemic-fueled shift to e-commerce, as many brick-and-mortar stores were forced to temporarily shut down and people opted to stay indoors. The stock surged last year on the back of that momentum. However, upon the earnings call, Shopify executives said that even in areas where economies have reopened, there is proof that momentum remains strong as gross merchandise volume, the monetary-value of merchandise sold, more than doubled to $37.3 billion during the quarter.</p>\n<h4>Concerns</h4>\n<p>Executives warned that revenue growth could moderate this year as the vaccine rollout speeds up and consumers return to stores due to eased coronavirus restrictions. Executive departures have also been a concern and some analysts are questioning whether the business has reached a scale where it is self-sustaining beyond the individual contributions of several executives.</p>\n<p>Another concern is how will investments in sales, marketing and R&D impact the operating margin as the company is building a U.S. distribution network to store and ship products for its customers – the merchants. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Keith Weiss believes demand for fulfillment services may disappoint near-term.</p>\n<h4>Outlook</h4>\n<p>No guidance for 2021 was provided. Although blowout results for the first quarter achieved to rekindle investor enthusiasm, writing another successful chapter in the post-IPO story of this Canadian e-commerce player, management is warning a slower growth pace is in the cards as the economy reopens and the pandemic finally becomes history.</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>Shopify Smashed Expectations Again But Post-Pandemic Uncertainty Lies Ahead</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\">\nShopify Smashed Expectations Again But Post-Pandemic Uncertainty Lies Ahead\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-05-05 23:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Last Wednesday, <b>Shopify </b>(NYSE:SHOP) earnings, revenue and gross merchandise volume for the first quarter crushed analyst expectations As a result, shares of the stock soared 11.4% as e-commerce growth remained robust during the coronavirus pandemic.</p>\n<h4>Q1 Figures</h4>\n<p>For the quarter that ended on March 31st, investors had expected Shopify to post $865.48 million but it delivered $988.6 million instead. This achievement was enabled by the 137% growth of the \"Merchant Solutions\" business that expanded even at an even faster pace during the quarter than the company's aggregate 110% growth rate. This segment that encompasses payments, shipping, and capital services brought $668 million to the table, exceeding estimates of $560 million. In addition, subscription solutions revenue rose 71% to $320.7 million, also exceeding estimates of $284 million.</p>\n<p>Net income was boosted by an unrealized gain of $1.3 billion from its partnership with Affirm Holdings Inc (NASDAQ:AFRM) which went public at the beginning of the year. Since last July, Shopify owns more than 20 million shares of the online payments company. It earned an adjusted $2.01 per share, including a $1.3 billion investment gain. Adjusted earnings were more than triple Wall Street's projected 75 cents per share.</p>\n<h4><b>How Sustainable Is The Pandemic Win?</b></h4>\n<p>Shopify became <a href=\"https://laohu8.com/S/AONE\">one</a> of the biggest winners of the pandemic-fueled shift to e-commerce, as many brick-and-mortar stores were forced to temporarily shut down and people opted to stay indoors. The stock surged last year on the back of that momentum. However, upon the earnings call, Shopify executives said that even in areas where economies have reopened, there is proof that momentum remains strong as gross merchandise volume, the monetary-value of merchandise sold, more than doubled to $37.3 billion during the quarter.</p>\n<h4>Concerns</h4>\n<p>Executives warned that revenue growth could moderate this year as the vaccine rollout speeds up and consumers return to stores due to eased coronavirus restrictions. Executive departures have also been a concern and some analysts are questioning whether the business has reached a scale where it is self-sustaining beyond the individual contributions of several executives.</p>\n<p>Another concern is how will investments in sales, marketing and R&D impact the operating margin as the company is building a U.S. distribution network to store and ship products for its customers – the merchants. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Keith Weiss believes demand for fulfillment services may disappoint near-term.</p>\n<h4>Outlook</h4>\n<p>No guidance for 2021 was provided. Although blowout results for the first quarter achieved to rekindle investor enthusiasm, writing another successful chapter in the post-IPO story of this Canadian e-commerce player, management is warning a slower growth pace is in the cards as the economy reopens and the pandemic finally becomes history.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AFRM":"Affirm Holdings, Inc.","SHOP":"Shopify Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133521525","content_text":"Last Wednesday, Shopify (NYSE:SHOP) earnings, revenue and gross merchandise volume for the first quarter crushed analyst expectations As a result, shares of the stock soared 11.4% as e-commerce growth remained robust during the coronavirus pandemic.\nQ1 Figures\nFor the quarter that ended on March 31st, investors had expected Shopify to post $865.48 million but it delivered $988.6 million instead. This achievement was enabled by the 137% growth of the \"Merchant Solutions\" business that expanded even at an even faster pace during the quarter than the company's aggregate 110% growth rate. This segment that encompasses payments, shipping, and capital services brought $668 million to the table, exceeding estimates of $560 million. In addition, subscription solutions revenue rose 71% to $320.7 million, also exceeding estimates of $284 million.\nNet income was boosted by an unrealized gain of $1.3 billion from its partnership with Affirm Holdings Inc (NASDAQ:AFRM) which went public at the beginning of the year. Since last July, Shopify owns more than 20 million shares of the online payments company. It earned an adjusted $2.01 per share, including a $1.3 billion investment gain. Adjusted earnings were more than triple Wall Street's projected 75 cents per share.\nHow Sustainable Is The Pandemic Win?\nShopify became one of the biggest winners of the pandemic-fueled shift to e-commerce, as many brick-and-mortar stores were forced to temporarily shut down and people opted to stay indoors. The stock surged last year on the back of that momentum. However, upon the earnings call, Shopify executives said that even in areas where economies have reopened, there is proof that momentum remains strong as gross merchandise volume, the monetary-value of merchandise sold, more than doubled to $37.3 billion during the quarter.\nConcerns\nExecutives warned that revenue growth could moderate this year as the vaccine rollout speeds up and consumers return to stores due to eased coronavirus restrictions. Executive departures have also been a concern and some analysts are questioning whether the business has reached a scale where it is self-sustaining beyond the individual contributions of several executives.\nAnother concern is how will investments in sales, marketing and R&D impact the operating margin as the company is building a U.S. distribution network to store and ship products for its customers – the merchants. Morgan Stanley analyst Keith Weiss believes demand for fulfillment services may disappoint near-term.\nOutlook\nNo guidance for 2021 was provided. Although blowout results for the first quarter achieved to rekindle investor enthusiasm, writing another successful chapter in the post-IPO story of this Canadian e-commerce player, management is warning a slower growth pace is in the cards as the economy reopens and the pandemic finally becomes history.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165247850,"gmtCreate":1624149274570,"gmtModify":1703829359247,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/165247850","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113226751,"gmtCreate":1622621382073,"gmtModify":1704187473186,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"AMC stock. Like please","listText":"AMC stock. Like please","text":"AMC stock. Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/113226751","repostId":"1126269956","repostType":4,"repost":{"id":"1126269956","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622620933,"share":"https://ttm.financial/m/news/1126269956?lang=&edition=fundamental","pubTime":"2021-06-02 16:02","market":"us","language":"en","title":"AMC stock gains extended to 31% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1126269956","media":"Tiger Newspress","summary":"AMC stock gains extended to 31% in premarket trading although Mudrick sold Entire AMC Stake and Call","content":"<p>AMC stock gains extended to 31% in premarket trading although Mudrick sold Entire AMC Stake and Called Shares Overvalued.</p><p><img src=\"https://static.tigerbbs.com/e448fc065537b715680a70c18646e5e8\" tg-width=\"1302\" tg-height=\"663\"></p><p>Mudrick Capital sold all its stock in AMC Entertainment Holdings Inc. as of Tuesday, the same day the movie theater chain disclosed that the investment firm had bought $230.5 million of fresh shares to bolster its finances, according to a person with knowledge of the matter.</p><p>Mudrick no longer holds any AMC shares and sold at a profit, the person said, asking not to be identified discussing a private matter. The firm disposed of its stake after concluding that AMC’s stock is overvalued, propped up by a recent wave of day-trader enthusiasm, the person said.</p><p><img src=\"https://static.tigerbbs.com/d389ac323e1c44b06c71b87fefcdcfaa\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p><p>AMC jumped 23% to $32.04 at the close in New York. The shares more than doubled in May, pushing the year-to-date gain to a whopping 1,411% for the year.</p><p><b>No Lockup</b></p><p>AMC said Tuesday it sold stock to Mudrick with plans to “go on offense” for acquisitions. The agreement with New York-based Mudrick was for 8.5 million shares of common stock at $27.12 apiece. The stock purchase came with the assurance that the shares would be “freely tradable,” meaning the firm could sell the shares at any point or in any amount it chose.</p><p>Debt holders have also benefited from the recent equity rally. Some of its junk-rated second lien bonds due 2026 that were trading as low as 5 cents on the dollar in November are now close to face value, and quotes on its senior subordinated notes maturing in 2027 jumped about 4.5 cents Tuesday to almost 80 cents.</p><p>Mudrick has made big bets on AMC in the past, helping the movie theater chain as it pushed through the pandemic. In January, the firm agreed to buy $100 million of new secured bonds in exchange for a commitment fee equal to about 8 million AMC shares. The agreement also called for Mudrick to exchange $100 million of AMC bonds due 2026 for about 13.7 million shares.</p><p>Jason Mudrick previously worked at Contrarian Capital Management and founded his firm in 2009. His firm, which specializes in distressed companies, is expanding further into Europe with thetakeoverof a credit hedge fund previously run by CVC Credit Partners.</p><p>AMC has worked this year to raise cash through debt and equity deals, which helped stave off bankruptcy while its theaters were closed because of the coronavirus pandemic. Mudrick was among investors and creditors who suggested it sell more shares to pay down debt.</p><p>The most recent deal with Mudrick “will allow us to be aggressive in going after the most valuable theater assets, as well as to make other strategic investments in our business and to pursue deleveraging opportunities,” AMC Chief Executive Officer Adam Aron said in a statement disclosing the share sale.</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>AMC stock gains extended to 31% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC stock gains extended to 31% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-02 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>AMC stock gains extended to 31% in premarket trading although Mudrick sold Entire AMC Stake and Called Shares Overvalued.</p><p><img src=\"https://static.tigerbbs.com/e448fc065537b715680a70c18646e5e8\" tg-width=\"1302\" tg-height=\"663\"></p><p>Mudrick Capital sold all its stock in AMC Entertainment Holdings Inc. as of Tuesday, the same day the movie theater chain disclosed that the investment firm had bought $230.5 million of fresh shares to bolster its finances, according to a person with knowledge of the matter.</p><p>Mudrick no longer holds any AMC shares and sold at a profit, the person said, asking not to be identified discussing a private matter. The firm disposed of its stake after concluding that AMC’s stock is overvalued, propped up by a recent wave of day-trader enthusiasm, the person said.</p><p><img src=\"https://static.tigerbbs.com/d389ac323e1c44b06c71b87fefcdcfaa\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p><p>AMC jumped 23% to $32.04 at the close in New York. The shares more than doubled in May, pushing the year-to-date gain to a whopping 1,411% for the year.</p><p><b>No Lockup</b></p><p>AMC said Tuesday it sold stock to Mudrick with plans to “go on offense” for acquisitions. The agreement with New York-based Mudrick was for 8.5 million shares of common stock at $27.12 apiece. The stock purchase came with the assurance that the shares would be “freely tradable,” meaning the firm could sell the shares at any point or in any amount it chose.</p><p>Debt holders have also benefited from the recent equity rally. Some of its junk-rated second lien bonds due 2026 that were trading as low as 5 cents on the dollar in November are now close to face value, and quotes on its senior subordinated notes maturing in 2027 jumped about 4.5 cents Tuesday to almost 80 cents.</p><p>Mudrick has made big bets on AMC in the past, helping the movie theater chain as it pushed through the pandemic. In January, the firm agreed to buy $100 million of new secured bonds in exchange for a commitment fee equal to about 8 million AMC shares. The agreement also called for Mudrick to exchange $100 million of AMC bonds due 2026 for about 13.7 million shares.</p><p>Jason Mudrick previously worked at Contrarian Capital Management and founded his firm in 2009. His firm, which specializes in distressed companies, is expanding further into Europe with thetakeoverof a credit hedge fund previously run by CVC Credit Partners.</p><p>AMC has worked this year to raise cash through debt and equity deals, which helped stave off bankruptcy while its theaters were closed because of the coronavirus pandemic. Mudrick was among investors and creditors who suggested it sell more shares to pay down debt.</p><p>The most recent deal with Mudrick “will allow us to be aggressive in going after the most valuable theater assets, as well as to make other strategic investments in our business and to pursue deleveraging opportunities,” AMC Chief Executive Officer Adam Aron said in a statement disclosing the share sale.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126269956","content_text":"AMC stock gains extended to 31% in premarket trading although Mudrick sold Entire AMC Stake and Called Shares Overvalued.Mudrick Capital sold all its stock in AMC Entertainment Holdings Inc. as of Tuesday, the same day the movie theater chain disclosed that the investment firm had bought $230.5 million of fresh shares to bolster its finances, according to a person with knowledge of the matter.Mudrick no longer holds any AMC shares and sold at a profit, the person said, asking not to be identified discussing a private matter. The firm disposed of its stake after concluding that AMC’s stock is overvalued, propped up by a recent wave of day-trader enthusiasm, the person said.AMC jumped 23% to $32.04 at the close in New York. The shares more than doubled in May, pushing the year-to-date gain to a whopping 1,411% for the year.No LockupAMC said Tuesday it sold stock to Mudrick with plans to “go on offense” for acquisitions. The agreement with New York-based Mudrick was for 8.5 million shares of common stock at $27.12 apiece. The stock purchase came with the assurance that the shares would be “freely tradable,” meaning the firm could sell the shares at any point or in any amount it chose.Debt holders have also benefited from the recent equity rally. Some of its junk-rated second lien bonds due 2026 that were trading as low as 5 cents on the dollar in November are now close to face value, and quotes on its senior subordinated notes maturing in 2027 jumped about 4.5 cents Tuesday to almost 80 cents.Mudrick has made big bets on AMC in the past, helping the movie theater chain as it pushed through the pandemic. In January, the firm agreed to buy $100 million of new secured bonds in exchange for a commitment fee equal to about 8 million AMC shares. The agreement also called for Mudrick to exchange $100 million of AMC bonds due 2026 for about 13.7 million shares.Jason Mudrick previously worked at Contrarian Capital Management and founded his firm in 2009. His firm, which specializes in distressed companies, is expanding further into Europe with thetakeoverof a credit hedge fund previously run by CVC Credit Partners.AMC has worked this year to raise cash through debt and equity deals, which helped stave off bankruptcy while its theaters were closed because of the coronavirus pandemic. Mudrick was among investors and creditors who suggested it sell more shares to pay down debt.The most recent deal with Mudrick “will allow us to be aggressive in going after the most valuable theater assets, as well as to make other strategic investments in our business and to pursue deleveraging opportunities,” AMC Chief Executive Officer Adam Aron said in a statement disclosing the share sale.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135523715,"gmtCreate":1622170995537,"gmtModify":1704180817502,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Good actions. Please like and response","listText":"Good actions. Please like and response","text":"Good actions. Please like and response","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/135523715","repostId":"1198020203","repostType":4,"repost":{"id":"1198020203","kind":"news","pubTimestamp":1622160941,"share":"https://ttm.financial/m/news/1198020203?lang=&edition=fundamental","pubTime":"2021-05-28 08:15","market":"us","language":"en","title":"Five Things You Need to Know to Start Your Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1198020203","media":"Bloomberg","summary":"The U.S. is putting the finishing touches to a bill that confronts the rise of China. The cost of sh","content":"<p>The U.S. is putting the finishing touches to a bill that confronts the rise of China. The cost of shipping goods around the world just hit a record high. One airline is considering giving free flights to people who have had Covid shots. Here’s what you need to know to start your day.</p>\n<p><b>Taking on China</b></p>\n<p>The U.S. Senate moved toward passage of an expansive bill to bolster U.S. economic competitiveness andconfront China’s rise, debating some last amendments before a final vote. Senate Majority Leader Chuck Schumer’s goal was to pass the legislation before senators leave Washington for a scheduled week-long break. The bill, which has bipartisan support in the Senate but faces significant hurdles in the House, would plow more than $100 billion into U.S. research and development and provide $52 billion to foster domestic semiconductor manufacturing. It also includes a wide array of measures directly targeting China — on human rights and its influence in the U.S. — underscoring the bipartisan angst over the rise of the strategic rival.</p>\n<p><b>Looking Up</b></p>\n<p>Asian stocks look set to rise after solid data and President Joe Biden’s federal spending plansspurred a rally in U.S. cyclical shares. Treasury yields climbed. Futures pointed higher in Japan and Australia and were steady in Hong Kong. U.S. equity contracts climbed after industrial and financial shares helped the S&P 500 to a small gain. Small-caps outperformed and the tech-heavy Nasdaq 100 slipped. Meanwhile, Biden is reportedly set to unveil a budget that would take federal spending to $6 trillion in the coming fiscal year. The 10-year U.S. Treasury yield advanced past 1.6%, a gauge of the dollar was steady and the yen held a decline amid month-end rebalancing.</p>\n<p><b>Shipping Pain</b></p>\n<p>The cost to move goods in a shipping container to Europe from Asiashot above $10,000 for the first time on record, underscoring the pain inflicted on exporters and importers struggling with stretched supply chains. The Drewry World Container Index showed the rate for a 40-foot container from Shanghai to Rotterdam rose to $10,174, up 3.1% from a week ago and a 485% jump from a year ago. The composite index of eight major routes rose 2% to $6,257 from a week earlier and was 293% higher than a year ago. Container rates are surging because demand is outstripping the availability of the 20- and 40-foot steel boxes that carry the lion’s share of global trade.</p>\n<p><b>Teething Troubles</b></p>\n<p>After much fanfare before their launch, Hong Kong’svirtual banks are making limited inroadsagainst their bricks-and-mortar rivals in the financial hub. The two leading digital banks so far, Mox Bank, backed by Standard Chartered, and ZA Bank, bankrolled by China’s ZhongAn Online P&C Insurance, predict they will start breaking even by 2024 at the earliest. The new lenders have refrained from undercutting their traditional rivals on price. ZA now offers a rate of 1% for the first HK$200,000 ($25,770) and 0.01% thereafter. The incumbent banks, which include HSBC and Hang Seng Bank, were quick to rise to the challenge, upgrading their digital channels and re-thinking some of their minimum deposits and fees, according to ZA’s CEO Rockson Hsu.</p>\n<p><b>Free Flights!</b></p>\n<p>Yes, you read that right. Qantas is consideringgiving free flight vouchers or air milesto people who’ve had Covid-19 shots, joining a growing list of businesses offering vaccination incentives to kick-start global travel. While details haven’t been finalized, fully inoculated Qantas frequent fliers might also be offered free loyalty status credits, Qantas said in a statement. As reluctance in many countries to get vaccinations threatens a recovery from the pandemic, companies with the most to gain from a global reopening are pitching in. United Airlines is offering vaccinated frequent fliers the chance to win free flights for a year. Even dating sites including Tinder are rolling out incentives such as profile boosts for users who’ve been jabbed.</p>\n<p><b>What We’ve Been Reading</b></p>\n<p><i>This is what’s caught our eye over the past 24 hours:</i></p>\n<ul>\n <li>JPMorgan CEO Jamie Dimon blasts Biden’s proposed tax hikes.</li>\n <li>Amazon leads atech invasionof Singapore’s prime office space.</li>\n <li>The yuan’s blockbuster week could see ithit a six-year high.</li>\n <li>Half a trillion dollars issitting at the Fed earning nothing.</li>\n <li>Rolls-Royce is working on an all-new vehicle calledSilent Shadow.</li>\n</ul>","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>Five Things You Need to Know to Start Your Day</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\">\nFive Things You Need to Know to Start Your Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 08:15 GMT+8 <a href=https://www.bloomberg.com/news/newsletters/2021-05-27/five-things-you-need-to-know-to-start-your-day-kp7izwu7?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The U.S. is putting the finishing touches to a bill that confronts the rise of China. The cost of shipping goods around the world just hit a record high. One airline is considering giving free flights...</p>\n\n<a href=\"https://www.bloomberg.com/news/newsletters/2021-05-27/five-things-you-need-to-know-to-start-your-day-kp7izwu7?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","HSI":"恒生指数",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.bloomberg.com/news/newsletters/2021-05-27/five-things-you-need-to-know-to-start-your-day-kp7izwu7?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198020203","content_text":"The U.S. is putting the finishing touches to a bill that confronts the rise of China. The cost of shipping goods around the world just hit a record high. One airline is considering giving free flights to people who have had Covid shots. Here’s what you need to know to start your day.\nTaking on China\nThe U.S. Senate moved toward passage of an expansive bill to bolster U.S. economic competitiveness andconfront China’s rise, debating some last amendments before a final vote. Senate Majority Leader Chuck Schumer’s goal was to pass the legislation before senators leave Washington for a scheduled week-long break. The bill, which has bipartisan support in the Senate but faces significant hurdles in the House, would plow more than $100 billion into U.S. research and development and provide $52 billion to foster domestic semiconductor manufacturing. It also includes a wide array of measures directly targeting China — on human rights and its influence in the U.S. — underscoring the bipartisan angst over the rise of the strategic rival.\nLooking Up\nAsian stocks look set to rise after solid data and President Joe Biden’s federal spending plansspurred a rally in U.S. cyclical shares. Treasury yields climbed. Futures pointed higher in Japan and Australia and were steady in Hong Kong. U.S. equity contracts climbed after industrial and financial shares helped the S&P 500 to a small gain. Small-caps outperformed and the tech-heavy Nasdaq 100 slipped. Meanwhile, Biden is reportedly set to unveil a budget that would take federal spending to $6 trillion in the coming fiscal year. The 10-year U.S. Treasury yield advanced past 1.6%, a gauge of the dollar was steady and the yen held a decline amid month-end rebalancing.\nShipping Pain\nThe cost to move goods in a shipping container to Europe from Asiashot above $10,000 for the first time on record, underscoring the pain inflicted on exporters and importers struggling with stretched supply chains. The Drewry World Container Index showed the rate for a 40-foot container from Shanghai to Rotterdam rose to $10,174, up 3.1% from a week ago and a 485% jump from a year ago. The composite index of eight major routes rose 2% to $6,257 from a week earlier and was 293% higher than a year ago. Container rates are surging because demand is outstripping the availability of the 20- and 40-foot steel boxes that carry the lion’s share of global trade.\nTeething Troubles\nAfter much fanfare before their launch, Hong Kong’svirtual banks are making limited inroadsagainst their bricks-and-mortar rivals in the financial hub. The two leading digital banks so far, Mox Bank, backed by Standard Chartered, and ZA Bank, bankrolled by China’s ZhongAn Online P&C Insurance, predict they will start breaking even by 2024 at the earliest. The new lenders have refrained from undercutting their traditional rivals on price. ZA now offers a rate of 1% for the first HK$200,000 ($25,770) and 0.01% thereafter. The incumbent banks, which include HSBC and Hang Seng Bank, were quick to rise to the challenge, upgrading their digital channels and re-thinking some of their minimum deposits and fees, according to ZA’s CEO Rockson Hsu.\nFree Flights!\nYes, you read that right. Qantas is consideringgiving free flight vouchers or air milesto people who’ve had Covid-19 shots, joining a growing list of businesses offering vaccination incentives to kick-start global travel. While details haven’t been finalized, fully inoculated Qantas frequent fliers might also be offered free loyalty status credits, Qantas said in a statement. As reluctance in many countries to get vaccinations threatens a recovery from the pandemic, companies with the most to gain from a global reopening are pitching in. United Airlines is offering vaccinated frequent fliers the chance to win free flights for a year. Even dating sites including Tinder are rolling out incentives such as profile boosts for users who’ve been jabbed.\nWhat We’ve Been Reading\nThis is what’s caught our eye over the past 24 hours:\n\nJPMorgan CEO Jamie Dimon blasts Biden’s proposed tax hikes.\nAmazon leads atech invasionof Singapore’s prime office space.\nThe yuan’s blockbuster week could see ithit a six-year high.\nHalf a trillion dollars issitting at the Fed earning nothing.\nRolls-Royce is working on an all-new vehicle calledSilent Shadow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101529019,"gmtCreate":1619924086732,"gmtModify":1704336415513,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/101529019","repostId":"2132603015","repostType":4,"repost":{"id":"2132603015","kind":"highlight","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":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1619872075,"share":"https://ttm.financial/m/news/2132603015?lang=&edition=fundamental","pubTime":"2021-05-01 20:27","market":"us","language":"en","title":"Berkshire Hathaway Q1 Earnings Here！","url":"https://stock-news.laohu8.com/highlight/detail?id=2132603015","media":"Reuters","summary":"May 1 (Reuters) - Berkshire Hathaway Inc :Full report here！* Q1 NET EARNINGS ATTRIBUTABLE TO BERKS","content":"<p>May 1 (Reuters) - Berkshire Hathaway Inc :</p><p><a href=\"https://www.berkshirehathaway.com/qtrly/1stqtr21.pdf\" target=\"_blank\">Full report here！</a></p><p>* Q1 NET EARNINGS ATTRIBUTABLE TO BERKSHIRE SHAREHOLDERS $11.71 BILLION VERSUS YEAR-EARLIER $49.75 BILLION LOSS</p><p>* Q1 OPERATING EARNINGS $7.02 BILLION VERSUS $5.87 BILLION</p><p>* Q1 NET EARNINGS PER AVERAGE EQUIVALENT CLASS A SHARE $7,638</p><p>* Q1 NET EARNINGS FROM INVESTMENT AND DERIVATIVE GAINS $4.69 BILLION VERSUS YEAR-EARLIER $55.62 BILLION NET LOSS</p><p>* AT MARCH 31, 2021, INSURANCE FLOAT WAS ABOUT $140 BILLION, INCREASE OF ABOUT $2 BILLION SINCE YEAREND 2020</p><p>* ABOUT $6.6 BILLION WAS USED TO PURCHASE SHARES OF CLASS A AND CLASS B COMMON STOCK DURING THE FIRST QUARTER OF 2021</p><p>Source text for Eikon: Further company coverage:</p><p><a href=\"https://www.berkshirehathaway.com/qtrly/1stqtr21.pdf\" target=\"_blank\">Full article of Berkshire Hathaway Q1 report</a></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>Berkshire Hathaway Q1 Earnings Here！</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\">\nBerkshire Hathaway Q1 Earnings Here！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-01 20:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>May 1 (Reuters) - Berkshire Hathaway Inc :</p><p><a href=\"https://www.berkshirehathaway.com/qtrly/1stqtr21.pdf\" target=\"_blank\">Full report here！</a></p><p>* Q1 NET EARNINGS ATTRIBUTABLE TO BERKSHIRE SHAREHOLDERS $11.71 BILLION VERSUS YEAR-EARLIER $49.75 BILLION LOSS</p><p>* Q1 OPERATING EARNINGS $7.02 BILLION VERSUS $5.87 BILLION</p><p>* Q1 NET EARNINGS PER AVERAGE EQUIVALENT CLASS A SHARE $7,638</p><p>* Q1 NET EARNINGS FROM INVESTMENT AND DERIVATIVE GAINS $4.69 BILLION VERSUS YEAR-EARLIER $55.62 BILLION NET LOSS</p><p>* AT MARCH 31, 2021, INSURANCE FLOAT WAS ABOUT $140 BILLION, INCREASE OF ABOUT $2 BILLION SINCE YEAREND 2020</p><p>* ABOUT $6.6 BILLION WAS USED TO PURCHASE SHARES OF CLASS A AND CLASS B COMMON STOCK DURING THE FIRST QUARTER OF 2021</p><p>Source text for Eikon: Further company coverage:</p><p><a href=\"https://www.berkshirehathaway.com/qtrly/1stqtr21.pdf\" target=\"_blank\">Full article of Berkshire Hathaway Q1 report</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132603015","content_text":"May 1 (Reuters) - Berkshire Hathaway Inc :Full report here！* Q1 NET EARNINGS ATTRIBUTABLE TO BERKSHIRE SHAREHOLDERS $11.71 BILLION VERSUS YEAR-EARLIER $49.75 BILLION LOSS* Q1 OPERATING EARNINGS $7.02 BILLION VERSUS $5.87 BILLION* Q1 NET EARNINGS PER AVERAGE EQUIVALENT CLASS A SHARE $7,638* Q1 NET EARNINGS FROM INVESTMENT AND DERIVATIVE GAINS $4.69 BILLION VERSUS YEAR-EARLIER $55.62 BILLION NET LOSS* AT MARCH 31, 2021, INSURANCE FLOAT WAS ABOUT $140 BILLION, INCREASE OF ABOUT $2 BILLION SINCE YEAREND 2020* ABOUT $6.6 BILLION WAS USED TO PURCHASE SHARES OF CLASS A AND CLASS B COMMON STOCK DURING THE FIRST QUARTER OF 2021Source text for Eikon: Further company coverage:Full article of Berkshire Hathaway Q1 report","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377713046,"gmtCreate":1619565290285,"gmtModify":1704725878656,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Earnings good. Comment and likr","listText":"Earnings good. Comment and likr","text":"Earnings good. Comment and likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/377713046","repostId":"1163748553","repostType":4,"repost":{"id":"1163748553","kind":"news","pubTimestamp":1619536118,"share":"https://ttm.financial/m/news/1163748553?lang=&edition=fundamental","pubTime":"2021-04-27 23:08","market":"us","language":"en","title":"Alphabet Q1 earnings set to show reopenings fueled advertising sales resurgence","url":"https://stock-news.laohu8.com/highlight/detail?id=1163748553","media":"Yahoo","summary":"Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market clos","content":"<p>Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising business amid the vaccine-led recovery.</p>\n<p>Here's what Wall Street expects to see from Alphabet's results:</p>\n<ul>\n <li><p><b>Q1 Revenue, excluding traffic acquisitions costs:</b>$42.54 billion expected vs. $33.71 billion year-over-year</p></li>\n <li><p><b>Q1 GAAP earnings per share:</b>$15.64 expected vs. $10.79 year-over-year</p></li>\n</ul>\n<p>Of all of the Big Tech \"FAANG\" stocks, Alphabet's shares posted the least impressive gain during 2020, despite the broader trend toward tech outperformance last year. The company's results have been viewed as closely tied to the pace of the post-pandemic economic reopening. Alphabet's core advertising revenue through search and YouTube is exposed to marketers in travel and other high-contact industries, as well as small businesses deeply impacted by the pandemic.</p>\n<p>Overall, Google advertising revenues are expected to jump 25% over last year, comprising the vast majority of overall sales. YouTube ads likely grew by 42% to $5.8 billion.</p>\n<p>\"Google Search and YouTube ads could see meaningful upside from advertisers heavily impacted by COVID-19 returning to Search (travel advertisers) and YouTube (brand advertisers),\" JPMorgan analyst Doug Anmuth wrote in a note last week.</p>\n<p>Against this improving backdrop, Alphabet's stock underperformance against Big Tech peers last year has reversed in 2021 to-date. Shares have risen 32% through Monday's close, far outperforming the S&P 500's 11.5% gain over that time period.</p>\n<p><img src=\"https://static.tigerbbs.com/ae073f7dcd2c4f3e8c36e6a2c760cf68\" tg-width=\"704\" tg-height=\"528\" referrerpolicy=\"no-referrer\">UKRAINE - 2021/04/09: In this photo illustration, Alphabet and Google logos seen displayed on smartphones. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)</p>\n<p>Some, however, have noted that since the company is a known beneficiary of the \"reopening trade,\" it may have a difficult hurdle to clear in delivering first-quarter results that manage to impress Wall Street. Others suggested the opposite.</p>\n<p>\"We think expectations are actually the lowest for Alphabet, partially because it's been the most obvious reopening stock,\" Jason Helstein,Oppenheimer senior analyst, told Yahoo Finance on Monday.\"They have the most exposure to travel. They have the most exposure to local. And so we think, you know, to the extent you would think expectation would be higher, when we've done kind of our own work, we actually think within the tech group, it's actually the best setup into earnings.\"</p>\n<p>\"A lot of people have looked at kind of Alphabet and said, this company's just so big, can it keep up hyper-growth? And they just have this kind of ability to surprise. We think their advertising is going to be up 26% this year, which is two points above the Street. And we're looking for 17% next year, which is five points above the Street.\"</p>\n<p>Other, smaller areas of Google's business are expected to have continued growing strongly in the first three months of the year. Google Cloud's revenue will likely top $4 billion for the first quarter, according to consensus estimates, to mark a growth rate of 44% over last year. While still a smaller cloud platform than those of competitors like Microsoft Azure and Amazon Web Services, the company's platform has maintained an impressive run of year-over-year growth topping 40%, continuing to gain market share in the cloud computing space.</p>\n<p><i>This post will be updated with the results of Alphabet's second-quarter results Tuesday after market close. Check back for updates.</i></p>","source":"lsy1584348713084","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>Alphabet Q1 earnings set to show reopenings fueled advertising sales resurgence</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\">\nAlphabet Q1 earnings set to show reopenings fueled advertising sales resurgence\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 23:08 GMT+8 <a href=https://finance.yahoo.com/news/alphabet-google-youtube-reports-q1-earnings-results-150238095.html><strong>Yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising ...</p>\n\n<a href=\"https://finance.yahoo.com/news/alphabet-google-youtube-reports-q1-earnings-results-150238095.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://finance.yahoo.com/news/alphabet-google-youtube-reports-q1-earnings-results-150238095.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163748553","content_text":"Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising business amid the vaccine-led recovery.\nHere's what Wall Street expects to see from Alphabet's results:\n\nQ1 Revenue, excluding traffic acquisitions costs:$42.54 billion expected vs. $33.71 billion year-over-year\nQ1 GAAP earnings per share:$15.64 expected vs. $10.79 year-over-year\n\nOf all of the Big Tech \"FAANG\" stocks, Alphabet's shares posted the least impressive gain during 2020, despite the broader trend toward tech outperformance last year. The company's results have been viewed as closely tied to the pace of the post-pandemic economic reopening. Alphabet's core advertising revenue through search and YouTube is exposed to marketers in travel and other high-contact industries, as well as small businesses deeply impacted by the pandemic.\nOverall, Google advertising revenues are expected to jump 25% over last year, comprising the vast majority of overall sales. YouTube ads likely grew by 42% to $5.8 billion.\n\"Google Search and YouTube ads could see meaningful upside from advertisers heavily impacted by COVID-19 returning to Search (travel advertisers) and YouTube (brand advertisers),\" JPMorgan analyst Doug Anmuth wrote in a note last week.\nAgainst this improving backdrop, Alphabet's stock underperformance against Big Tech peers last year has reversed in 2021 to-date. Shares have risen 32% through Monday's close, far outperforming the S&P 500's 11.5% gain over that time period.\nUKRAINE - 2021/04/09: In this photo illustration, Alphabet and Google logos seen displayed on smartphones. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)\nSome, however, have noted that since the company is a known beneficiary of the \"reopening trade,\" it may have a difficult hurdle to clear in delivering first-quarter results that manage to impress Wall Street. Others suggested the opposite.\n\"We think expectations are actually the lowest for Alphabet, partially because it's been the most obvious reopening stock,\" Jason Helstein,Oppenheimer senior analyst, told Yahoo Finance on Monday.\"They have the most exposure to travel. They have the most exposure to local. And so we think, you know, to the extent you would think expectation would be higher, when we've done kind of our own work, we actually think within the tech group, it's actually the best setup into earnings.\"\n\"A lot of people have looked at kind of Alphabet and said, this company's just so big, can it keep up hyper-growth? And they just have this kind of ability to surprise. We think their advertising is going to be up 26% this year, which is two points above the Street. And we're looking for 17% next year, which is five points above the Street.\"\nOther, smaller areas of Google's business are expected to have continued growing strongly in the first three months of the year. Google Cloud's revenue will likely top $4 billion for the first quarter, according to consensus estimates, to mark a growth rate of 44% over last year. While still a smaller cloud platform than those of competitors like Microsoft Azure and Amazon Web Services, the company's platform has maintained an impressive run of year-over-year growth topping 40%, continuing to gain market share in the cloud computing space.\nThis post will be updated with the results of Alphabet's second-quarter results Tuesday after market close. Check back for updates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574286103228100","authorId":"3574286103228100","name":"Jinyuan","avatar":"https://static.tigerbbs.com/b083889e4ac40197a5ea0a1dcc0193c4","crmLevel":5,"crmLevelSwitch":1,"idStr":"3574286103228100","authorIdStr":"3574286103228100"},"content":"done. pls reply and comment on my post too","text":"done. pls reply and comment on my post too","html":"done. pls reply and comment on my post too"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117886747,"gmtCreate":1623130124989,"gmtModify":1704196693387,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Comment please","listText":"Comment please","text":"Comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/117886747","repostId":"2141252393","repostType":4,"repost":{"id":"2141252393","kind":"news","pubTimestamp":1623129033,"share":"https://ttm.financial/m/news/2141252393?lang=&edition=fundamental","pubTime":"2021-06-08 13:10","market":"us","language":"en","title":"Japan Must Work With TSMC to Build Chip Base, Lawmaker Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2141252393","media":"Bloomberg","summary":"(Bloomberg) -- Japan can’t build a cutting-edge chip development and manufacturing base on its own, ","content":"<p>(Bloomberg) -- Japan can’t build a cutting-edge chip development and manufacturing base on its own, and must seek to cooperate with Taiwan Semiconductor Manufacturing Co., according to Akira Amari, a senior member of the ruling Liberal Democratic Party.</p><p>Amari, a former economy minister who heads an LDP working group on semiconductor strategy, added that the government must be prepared to spend trillions of yen to keep up with the U.S. and Europe. Both have plans to pour money into the industry amid a global shortage of semiconductors, including advanced logic chips that are essential for everything from artificial intelligence to autonomous driving.</p><p>“Unlike the purely domestic, independent way it was done in the past, I think we need to cooperate with overseas counterparts,” Amari said in an interview in Tokyo Monday. “The world’s top logic chipmaker is TSMC, so we must think about how to cooperate with them.”</p><p>His remarks came days after the powerful Ministry of Economy, Trade and Industry issued a report saying Japan would seek to drive growth in the nation’s chip industry as a “national project” on a par with securing food and energy, including through joint ventures with overseas chip foundries. Semiconductor shortages have plagued the global economy as it emerges from the coronavirus pandemdic, costing automakers, for example, a projected $110 billion in lost sales.</p><p>From a security point of view, Japan should work only with allies and “like-minded countries,” Amari added, saying that it would be “absolutely out of the question” to seek to bring in a Chinese company.</p><p>He said that although South Korea boasts some of the world’s top chipmakers, it is an “extremely difficult country” whose relationship with China is complicated.</p><p>Japan Lays Out ‘National Project’ for Chips After Lost Decades</p><p>While Japan has in the past tried to bolster its semiconductor industry, the idea has gained new urgency amid the chip shortages that have weighed on manufacturing across a range of industries. Japanese automakers, from Toyota Motor Corp. to Nissan Motor Co., are critical to its economy.</p><p>Japan’s share of global semiconductor sales dwindled to just 10% in 2019, down from 50% in 1988. The country still has 84 chip factories, the most in the world, but they’re not producing enough high-end products. As a result, Japan now has to import 64% of its semiconductors.</p><p>Former Prime Minister Shinzo Abe and Finance Minister Taro Aso act as advisers to Amari’s working group on semiconductors. Abe has told the group that the industry needs support on a different scale from before. Prime Minister Yoshihide Suga has also said the issue will be an important part of his government’s growth strategy.</p><p>Japan lost its place as a semiconductor superpower because of a number of factors, including trade tensions with the U.S. in the 1990s and an industry shift toward customization that gave rise to so-called foundries like TSMC.</p><p>The Japanese government’s approach of creating a single local champion by combining struggling units of domestic companies largely missed the mark. Elpida Memory Inc., the country’s last computer memory maker, filed for bankruptcy in 2012. Japan Display Inc., the equivalent effort to save the flat-panel industry, hasn’t made a profit in seven years as it struggles against South Korean and Chinese rivals.</p><p>“This sort of made-in-Japan self-reliance approach hasn’t worked out well,” Kazumi Nishikawa, a director at METI’s IT industry division, said in a separate interview. “This time the goal is to offer a strong incentive for an overseas logic foundry to come to Japan.”</p><p>The ministry’s strategic roadmap includes plans for a joint venture between <a href=\"https://laohu8.com/S/AONE\">one</a> of the world’s leading logic manufacturers -- a small group comprised of TSMC, Samsung Electronics Co. or Intel Corp. -- and some combination of Japanese chip end-users, equipment and materials makers. The country’s most advanced chip factories now produce chips using 40-nanometer technologies, well behind the cutting edge now pushing into the single-digit nanometer scale.</p><p>The focus at first would be on creating manufacturing facilities that make chips with 10 to 20-nanometer technologies for industrial applications, Nishikawa said. Building that kind of factory from scratch could cost more than 500 billion yen ($4.6 billion), he said.</p><p>Japan has an advantage in that there is a ready infrastructure of legacy chip manufacturing facilities that could serve as a base for the new plant, helping reduce initial costs.</p><p>He declined to comment on how much the government is prepared to contribute to lure the foreign players here. But he echoed Amari’s comments that it’s time for the country to open its checkbook.</p><p>“Japan needs to show that it’s serious about offering incentives” to foreign partners, Nishikawa said. “Our initiative has to be on par with other countries.”</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Japan Must Work With TSMC to Build Chip Base, Lawmaker Says</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\">\nJapan Must Work With TSMC to Build Chip Base, Lawmaker Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 13:10 GMT+8 <a href=https://finance.yahoo.com/news/japan-must-tsmc-build-chip-233033375.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Japan can’t build a cutting-edge chip development and manufacturing base on its own, and must seek to cooperate with Taiwan Semiconductor Manufacturing Co., according to Akira Amari, a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/japan-must-tsmc-build-chip-233033375.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TM":"丰田汽车","TSM":"台积电","INTC":"英特尔","03145":"华夏亚洲高息股"},"source_url":"https://finance.yahoo.com/news/japan-must-tsmc-build-chip-233033375.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2141252393","content_text":"(Bloomberg) -- Japan can’t build a cutting-edge chip development and manufacturing base on its own, and must seek to cooperate with Taiwan Semiconductor Manufacturing Co., according to Akira Amari, a senior member of the ruling Liberal Democratic Party.Amari, a former economy minister who heads an LDP working group on semiconductor strategy, added that the government must be prepared to spend trillions of yen to keep up with the U.S. and Europe. Both have plans to pour money into the industry amid a global shortage of semiconductors, including advanced logic chips that are essential for everything from artificial intelligence to autonomous driving.“Unlike the purely domestic, independent way it was done in the past, I think we need to cooperate with overseas counterparts,” Amari said in an interview in Tokyo Monday. “The world’s top logic chipmaker is TSMC, so we must think about how to cooperate with them.”His remarks came days after the powerful Ministry of Economy, Trade and Industry issued a report saying Japan would seek to drive growth in the nation’s chip industry as a “national project” on a par with securing food and energy, including through joint ventures with overseas chip foundries. Semiconductor shortages have plagued the global economy as it emerges from the coronavirus pandemdic, costing automakers, for example, a projected $110 billion in lost sales.From a security point of view, Japan should work only with allies and “like-minded countries,” Amari added, saying that it would be “absolutely out of the question” to seek to bring in a Chinese company.He said that although South Korea boasts some of the world’s top chipmakers, it is an “extremely difficult country” whose relationship with China is complicated.Japan Lays Out ‘National Project’ for Chips After Lost DecadesWhile Japan has in the past tried to bolster its semiconductor industry, the idea has gained new urgency amid the chip shortages that have weighed on manufacturing across a range of industries. Japanese automakers, from Toyota Motor Corp. to Nissan Motor Co., are critical to its economy.Japan’s share of global semiconductor sales dwindled to just 10% in 2019, down from 50% in 1988. The country still has 84 chip factories, the most in the world, but they’re not producing enough high-end products. As a result, Japan now has to import 64% of its semiconductors.Former Prime Minister Shinzo Abe and Finance Minister Taro Aso act as advisers to Amari’s working group on semiconductors. Abe has told the group that the industry needs support on a different scale from before. Prime Minister Yoshihide Suga has also said the issue will be an important part of his government’s growth strategy.Japan lost its place as a semiconductor superpower because of a number of factors, including trade tensions with the U.S. in the 1990s and an industry shift toward customization that gave rise to so-called foundries like TSMC.The Japanese government’s approach of creating a single local champion by combining struggling units of domestic companies largely missed the mark. Elpida Memory Inc., the country’s last computer memory maker, filed for bankruptcy in 2012. Japan Display Inc., the equivalent effort to save the flat-panel industry, hasn’t made a profit in seven years as it struggles against South Korean and Chinese rivals.“This sort of made-in-Japan self-reliance approach hasn’t worked out well,” Kazumi Nishikawa, a director at METI’s IT industry division, said in a separate interview. “This time the goal is to offer a strong incentive for an overseas logic foundry to come to Japan.”The ministry’s strategic roadmap includes plans for a joint venture between one of the world’s leading logic manufacturers -- a small group comprised of TSMC, Samsung Electronics Co. or Intel Corp. -- and some combination of Japanese chip end-users, equipment and materials makers. The country’s most advanced chip factories now produce chips using 40-nanometer technologies, well behind the cutting edge now pushing into the single-digit nanometer scale.The focus at first would be on creating manufacturing facilities that make chips with 10 to 20-nanometer technologies for industrial applications, Nishikawa said. Building that kind of factory from scratch could cost more than 500 billion yen ($4.6 billion), he said.Japan has an advantage in that there is a ready infrastructure of legacy chip manufacturing facilities that could serve as a base for the new plant, helping reduce initial costs.He declined to comment on how much the government is prepared to contribute to lure the foreign players here. But he echoed Amari’s comments that it’s time for the country to open its checkbook.“Japan needs to show that it’s serious about offering incentives” to foreign partners, Nishikawa said. “Our initiative has to be on par with other countries.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113228149,"gmtCreate":1622621305481,"gmtModify":1704187470916,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Good 30 stocks. Please like.","listText":"Good 30 stocks. Please like.","text":"Good 30 stocks. Please like.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/113228149","repostId":"1182886492","repostType":4,"repost":{"id":"1182886492","kind":"news","pubTimestamp":1622604857,"share":"https://ttm.financial/m/news/1182886492?lang=&edition=fundamental","pubTime":"2021-06-02 11:34","market":"hk","language":"en","title":"30 Top Stock Picks That Billionaires Love","url":"https://stock-news.laohu8.com/highlight/detail?id=1182886492","media":"Nasdaq","summary":"It's always interesting to see what billionaire investors are doing with their money. Sure, you can't match their gains simply by copying every single one of their stock picks, but it can still be helpful to know what they've been up to.Consider that the billionaires, hedge funds and big-time advisories listed below have a great deal at stake. And their resources for research, as well as their intimate connections to insiders and others, can give them unique insight into their stock picks.Study","content":"<p>It's always interesting to see what billionaire investors are doing with their money. Sure, you can't match their gains simply by copying every single one of their stock picks, but it can still be helpful (and fruitful) to know what they've been up to.</p><p>Consider that the billionaires, hedge funds and big-time advisories listed below have a great deal at stake. And their resources for research, as well as their intimate connections to insiders and others, can give them unique insight into their stock picks.</p><p>Studying which stocks they're chasing with their capital (or whichstocks the billionaires are selling off, for that matter) can be an edifying exercise for retail investors.</p><p>After all, there's a reason the rich get richer.</p><p><b>Here are 30 of the most recent top stock picks from the billionaire class.</b>In each case, at least one billionaire – be it a person, hedge fund or advisory – has a substantial stake and/or added to its holdings. In most cases, these stocks are owned by multiple billionaire investors and billionaire investor firms. And while several of these investments are popular blue chips, others keep a much lower profile.</p><p>Either way, the smart money isn't kidding around when it comes to these stock picks.</p><p>Prices are as of May 28. Data is courtesy of S&P Global Market Intelligence, WhaleWisdom.com and regulatory filings made with the Securities and Exchange Commission. Stocks are ranked in reverse order of their weight in the selected billionaire investor's equity portfolio.</p><p>Walmart</p><ul><li><b>Market value:</b>$400.0 billion</li><li><b>Billionaire investor:</b>Ray Dalio (Bridgewater Associates)</li><li><b>Percent of portfolio:</b>4.3%</li></ul><p>Ordinarily, we look for stocks that account for at least 5% of a billionaire investor's portfolio before including them on this list, but Bridgewater Associates' interest in<b>Walmart</b>(WMT, $142.03) is sort of a special case.</p><p>Legendary investor Ray Dalio's massive hedge fund – it has $223 billion in assets under management (AUM) – has nearly 11% of its portfolio sitting in an S&P 500 index fund. Indeed, the SPDR S&P 500 ETF (SPY), with its 0.0945% expense ratio, is Bridgewater's largest holding.</p><p>The fund's second-largest holding is<i>also</i>an ETF. The Vanguard Emerging Markets ETF (VWO) accounts for 5.1% of the hedge fund's total portfolio value.</p><p>So it's something of a feather in Walmart's cap that the world's largest retailer and Dow Jones Industrial Average component happens to be tops among Dalio's actual stock picks.</p><p>Indeed, in the first quarter of 2021, Bridgewater upped its WMT stake by 16%, or 512,347 shares. The total stake of 3.6 million shares, worth $487.8 million at the end of Q1, now accounts for 4.3% of Bridgewater's total portfolio value.</p><p>Note well that Dalio, whose net worth is estimated at $20.3 billion, according to Forbes, is a big fan of Dow stocks and ETFs. In addition to WMT at No. 3, Bridegwater's top 10 holdings include stakes in Procter & Gamble (PG), Coca-Cola (KO) and Johnson & Johnson (JNJ), as well as the SPDR Gold Trust ETF (GLD) and the iShares Core MSCI Emerging Markets ETF (IEMG).</p><p>Amazon.com</p><ul><li><b>Market value:</b>$1.6 trillion</li><li><b>Billionaire investor:</b>Stephen Mandel (Lone Pine Capital)</li><li><b>Percent of portfolio:</b>5.4%</li></ul><p>Hedge-fund legend Stephen Mandel stepped back from managing investments at Lone Pine Capital a couple years back, but he remains a managing director at the firm, and it still runs very much in his image.</p><p>That's probably a good thing, given that Mandel's investing acumen allowed him to accumulate a net worth of nearly $4 billion, per Forbes.</p><p>Lone Pine – based in the hedge-fund capital of the world, Greenwich, Connecticut – lists more than $27.5 billion in managed securities. Lately, it has been putting more cash to work in big-nametechnology stocks, and few get higher accolades from Wall Street analysts than<b>Amazon.com</b>(AMZN, $3,223.07).</p><p>Indeed, analysts say AMZN is one of thebest Nasdaq stocks you can buy, giving it a high conviction consensus recommendation of Strong Buy. That's due in no small part to the fact that they expect Amazon to generate average annual earnings per share growth of almost 35% over the next three to five years – this despite the fact that the e-commerce giant is already a $1.6 trillion company.</p><p>Lone Pine upped its bet on AMZN by 87%, or 224,618 shares, in the first quarter, bringing its total holdings to 481,744 shares. That stake, which was worth $1.5 billion at the end of Q1, accounts for 5.4% of Lone Pine's total portfolio value, making it fifth among the hedge fund's stock picks.</p><p>Danaher</p><ul><li><b>Market value:</b>$182.7 billion</li><li><b>Billionaire investor:</b>Tran Capital Management</li><li><b>Percent of portfolio:</b>5.4%</li></ul><p>Tran Capital Management, a hedge fund based in San Rafael, California, is incrementally more bullish on the life sciences industry.</p><p>Tran, with $1.1 billion in AUM, added 2,001 shares to its stake in<b>Danaher</b>(DHR, $256.14), which makes a variety of instruments and diagnostics equipment to support medical, industrial and commercial processes.</p><p>Tran now holds a total of 267,376 shares, which were worth $60.1 million at the end of Q1. The DHR stake is Tran's fourth-largest holding, accounting for 5.4% of its stock portfolio value. The hedge fund has been an investor in DHR since the first quarter of 2014, though even with the latest purchase, it still currently owns just 0.04% of the company's shares outstanding.</p><p>The Street is likewise bullish on this healthcare name, which stands to benefit from the pharmaceutical industry's ongoing efforts against the novel coronavirus. Indeed, analysts' consensus recommendation on DHR comes to Buy, according to S&PGlobal MarketIntelligence.</p><p>\"We believe that Danaher is well positioned to help biopharma companies develop new medicines, including treatments and vaccines for COVID-19,\" writes Argus Research analyst David Toung, who rates DHR at Buy. \"We expect recent strong customer demand to be sustained over the remainder of 2021.\"</p><p>Abbott Laboratories</p><ul><li><b>Market value:</b>$207.3 billion</li><li><b>Billionaire investor:</b>Polen Capital Management</li><li><b>Percent of portfolio:</b>5.6%</li></ul><p>Polen Capital Management's top four stock picks are a who's who of hot-growth, mega-cap tech stocks: Facebook (FB), Microsoft (MSFT), Google-parent Alphabet's Class C shares (GOOG) and Adobe (ADBE).</p><p>So it's kind of neat to see that the hedge fund's fifth-largest position is an income investor's dream.</p><p><b>Abbott Laboratories</b>(ABT, $116.65) is as stalwart a divided payer as they come. It's a member of the S&P Dividend Aristocrats, an index ofdividend stocks that have increased their payouts annually for at least 25 consecutive years.</p><p>ABT, which manufactures a wide variety of healthcare goods, such as branded generic drugs, medical devices and nutrition and diagnostic products, has hiked its dividend for 49 years and counting. The last increase came in December: a whopping 25% improvement to 45 cents per share.</p><p>Polen, a hedge fund based in Boca Raton, Florida, with AUM of more than $46 billion, has owned a stake in ABT since the third quarter of 2019. Most recently, it upped its position by 1%, or 220,118 shares. Polen's total of 20.7 million shares was worth $2.5 billion at the end of Q1, and accounted for 5.6% of its portfolio value.</p><p>Importantly, Polen owns 1.2% of Abbott Lab's shares outstanding, putting it among the company's 15 largest investors.</p><p>UnitedHealth Group</p><ul><li><b>Market value:</b>$388.7 billion</li><li><b>Billionaire investor:</b>Allen Investment Management</li><li><b>Percent of portfolio:</b>5.7%</li></ul><p><b>UnitedHealth Group</b>(UNH, $411.92) is a hedge-fund favorite, and Wall Street gives it high marks too.</p><p>As the largest health insurer by both market value and revenue – and a member of the Dow Industrials to boot – UNH is sort of a must-have stock for institutional investors seeking broad exposure to the healthcare sector.</p><p>Meanwhile, analysts' consensus recommendation on the name comes to Buy. Of the 27 analysts covering the stock tracked by S&P Global Market Intelligence, 16 rate UNH at Strong Buy, six say Buy, three have it at Hold and one calls it a Sell.</p><p>\"With the increase in Covid-19 vaccinations, we expect medical utilization patterns to return to normal levels, while at the same time we anticipate higher utilizations resulting from missed medical visits and delayed electives,\" writes CFRA Research analyst Sel Hardy, who rates the stock at Strong Buy.</p><p>So it's only fitting that Allen Investment Management, a New York hedge fund with $9.3 billion in AUM, upped its stake in UNH by 2%, or 21,086 shares, during the first quarter.</p><p>At 5.7% of the portfolio, UNH is the fund's third-largest position, trailing only Allen stock picks Alphabet Class C shares and Facebook. The hedge fund's stake of 990,525 shares was worth $368.5 million at the end of the first quarter.</p><p>Gaming and Leisure Properties</p><ul><li><b>Market value:</b>$10.8 billion</li><li><b>Billionaire investor:</b>Gates Capital Management</li><li><b>Percent of portfolio:</b>6.0%</li></ul><p>Gates Capital Management is a fan of one of Wall Street pros' favorite Nasdaq stocks. The New York hedge fund with $3 billion in AUM upped its stake in<b>Gaming and Leisure Properties</b>(GLPI, $46.36) by 35%, or more than 1 million shares, during the first quarter.</p><p>Gates Capital now holds 3.9 million shares in thisreal estate investment trust (REIT)– a stake worth $165.6 million as of March 31.</p><p>Analysts like this casino real estate play thanks to both a snazzy dividend yield and attractive growth prospects coming out of the pandemic. The company, whose properties include the Belle of Baton Rouge and Argosy Casino Riverside in Missouri, collected 100% of its rents in 2020.</p><p>Mizuho Securities initiated coverage of Gaming and Leisure Properties at Buy in late March, citing its unique attributes in an industry set to benefit from a recovery in consumer spending and gaming revenue.</p><p>\"GLPI is the most diversified of the three Gaming REITs, with strong underlying tenant credit and structural lease enhancements, resulting in a lower-risk platform that we believe is under-appreciated by the market,\" writes Mizuho analyst Haendel St. Juste.</p><p>Analysts' consensus recommendation on the name stands at Strong Buy, according to S&P Global Market Intelligence.</p><p>The bull case for GLPI makes it easy to understand why Gates Capital increased its exposure to a stock it first bought back in 2013. The hedge fund holds 1.7% of GLPI's shares outstanding, making it the REIT's 12th largest investor.</p><p>S&P Global</p><ul><li><b>Market value:</b>$91.4 billion</li><li><b>Billionaire investor:</b>Chris Hohn (TCI Fund Management)</li><li><b>Percent of portfolio:</b>6.0%</li></ul><p>Activist investor Chris Hohn has made quite a name for himself with The Children's Investment Fund Management – more commonly known as TCI Fund Management. Indeed, the London-based investor has parlayed his many stock picks into a personal net worth of $5.9 billion, per Forbes.</p><p>TCI, with more than $34 billion in managed securities, made a handful of moves in Q1, and none was bigger in percentage terms than its doubling down (and then some) on<b>S&P Global</b>(SPGI, $379.47).</p><p>Hohn increased the fund's stake in SPGI by 147% – by far its largest addition of the quarter in percentage terms – adding 3.5 million shares. TCI now owns 5.9 million shares in the company behind S&P Global Ratings, S&P Global Market Intelligence and S&P Global Platts.</p><p>The stake, worth $2.1 billion at the end of Q1, accounts for 6.0% of TCI's portfolio value, and gives Hohn ownership of 2.4% of S&P's shares outstanding. That makes TCI the company's sixth-largest shareholder.</p><p>Although most investors probably know S&P for its majority stake in S&P Dow Jones Indices – which maintains the benchmark S&P 500 index and the blue-chip Dow Jones Industrial Average – it's also a central player in corporate and financial analytics, information and research.</p><p>Dedicated long-term income investors probably already know thatSPGI happens to be a Dividend Aristocrat. The company has increased its dividend annually for nearly half a century.</p><p>AbbVie</p><ul><li><b>Market value:</b>$199.9 billion</li><li><b>Billionaire investor:</b>Avidity Partners Management</li><li><b>Percent of portfolio:</b>6.3%</li></ul><p><b>AbbVie</b>(ABBV, $113.20) was spun off from the above-mentioned Abbott Laboratories in 2013. It too, is a Dividend Aristocrat, having lifted its dividend annually for almost half a century.</p><p>Consumers best know the pharma firm for Humira, a blockbuster drug for rheumatoid arthritis that has been approved for numerous other ailments. AbbVie also makes cancer drug Imbruvica, as well as testosterone replacement therapy AndroGel.</p><p>Avidity Partners Management, a Dallas hedge fund with AUM of $6.2 billion, focuses primarily on stock picks in the healthcare sector, and it has been a fan of AbbVie since the fourth quarter of 2019. Most recently, it upped its stake in the pharma giant by 53%, or 721,200 shares. Avidity now holds a total of nearly 2.1 million shares in ABBV, worth $225 million at the end of Q1.</p><p>At 6.3% of its equity portfolio, AbbVie is Avidity's single largest position. That's up from 4.7% about three months ago.</p><p>The Street is a solid fan of ABBV, too. Analysts' consensus recommendation stands at Buy, with 11 Strong Buy ratings, six Buys and five Hold calls. One analyst has a Sell recommendation on the stock.</p><p>\"AbbVie is developing new growth drivers to help offset slowing sales of Humira, still its largest product by revenue,\" writes Argus Research analyst David Toung, who rates the stock at Buy. \"We expect continued strong growth from the oncology portfolio and newer immunology drugs in 2021.\"</p><p>Applied Materials</p><ul><li><b>Market value:</b>$126.2 billion</li><li><b>Billionaire investor:</b>Bristol Gate Capital Partners</li><li><b>Percent of portfolio:</b>6.3%</li></ul><p>Bristol Gate Capital Partners, a Toronto hedge fund with AUM of $1.7 billion, initiated a position in<b>Applied Materials</b>(AMAT, $138.13) in the first quarter.</p><p>And what a commitment it was. The new purchase of 783,931 shares, worth $105 million at the end of Q1, vaulted the position to Bristol Gate's top holding, accounting for 6.3% of its portfolio.</p><p>Applied Materials, which provides manufacturing equipment and technology to the semiconductor industry, is an allied play on the global chip shortage. Indeed, relentless demand for semiconductors from a wide range of industries has helped AMAT stock jump about 60% for the year-to-date.</p><p>The Street is heavily bullish on the name, too. Analysts' consensus recommendation stands at Buy, according to S&P Global Market Research. The high opinion stems in part from the Street's forecast for EPS to increase at an average annual rate of nearly 19% over the next three to five years.</p><p>\"We believe underlying secular drivers are robust, broad-based and multi-year in nature,\" writes B. Riley analyst Craig Ellis, who rates AMAT at Buy.</p><p>Johnson & Johnson</p><ul><li><b>Market value:</b>$445.7 billion</li><li><b>Billionaire investor:</b>ACR Alpine Capital Research</li><li><b>Percent of portfolio:</b>6.3%</li></ul><p>ACR Alpine Capital Research, a large advisory with $2.5 billion in AUM, has been a long-time fan of blue-chip<b>Johnson & Johnson</b>(JNJ, $169.25). The St. Louis-based asset manager first invested in the Dow stock at the end of 2010, and it added incrementally to the position in Q1.</p><p>ACR upped its stake in the multifaceted pharma giant by 1%, or 8,790 shares, bringing its total holdings to 704,842 shares. The stake, worth $115.8 million at quarter's end, is at the tail end of the advisory's top 10 stock picks, taking up 6.3% of ACR's total portfolio value.</p><p>Analysts have a consensus recommendation of Buy on JNJ. Among the arguments in favor of the stock, bulls point to its strong pharmaceutical pipeline, as well as a rebound in demand for medical devices as patients undergo elective procedures put off during the pandemic.</p><p>\"We expect the recovery in elective procedures and patient visit volumes to accelerate as the pandemic is starting to get under control in the U.S., which should result in a strong recovery in Medical Devices sales and solid growth in Pharma revenues,\" writes CFRA Research analyst Sel Hardy, who rates shares at Buy.</p><p>Investors and analysts alike no doubt also appreciate the company's commitment to delivering income to investors. JNJ announced a 5% quarterly dividend increase in April 2021, to $1.06 per share from $1.01 per share. That marked this Dividend Aristocrat's 59th consecutive year of dividend increases.</p><p>Xilinx</p><ul><li><b>Market value:</b>$31.2 billion</li><li><b>Billionaire investor:</b>Canyon Capital Advisors</li><li><b>Percent of portfolio:</b>7.0%</li></ul><p>Canyon Capital Advisors, with AUM of $20.9 billion, has propelled founders Joshua Friedman and Mitchell Julis to Forbes' list of highest-earning hedge fund millionaires.</p><p>So it's of interest that the Los Angeles-based fund significantly pared back on its two largest stock picks in Q1 – while greatly increasing its bet on chipmaker<b>Xilinx</b>(XLNX, $127.00).</p><p>In October 2020, Advanced Micro Devices (AMD) and Xilinx announced a deal in which AMD would acquire the latter in an all-stock transaction valued at $35 billion.</p><p>Canyon first bought shares in Xilinx in the fourth quarter of 2020, at which point the stake accounted for 4.6% of the fund's portfolio value. Then in Q1, Canyon upped its XLNX holdings by 89%, or 672,829 shares.</p><p>The hedge fund's total stake of 1.4 million shares, worth $176.3 million at the end of Q1, now accounts for 7.0% of its portfolio value.</p><p>Canyon, with ownership of 0.58% of XLNX's shares outstanding, is a top-30 stockholder in the soon-to-be-acquired company. AMD and Xilinx expect their deal to close at the end of 2021.</p><p>Analysts' consensus recommendation on XLNX stands at Hold, pending the deal close. They do, however, rate AMD at Buy, and generally applaud the strategic rationale of merging the two chipmakers' complementary assets.</p><p>D.R. Horton</p><ul><li><b>Market value:</b>$34.4 billion</li><li><b>Billionaire investor:</b>George Soros (Soros Fund Management)</li><li><b>Percent of portfolio:</b>7.4%</li></ul><p>Legendary hedge-fund tycoon George Soros, with an estimated net worth of $8.6 billion, per Forbes, today spends his days running Soros Fund Management.</p><p>The New York-based family office – a sort of private hedge fund – has $5.3 billion in AUM, and one of its biggest stock picks is a bet on the severe shortage of new homes for sale.</p><p>Soros first took a stake in homebuilder<b>D.R. Horton</b>(DHI, $95.29) during the first quarter of 2019, and he apparently remains bullish on the outlook. After all, the billionaire increased his DHI stake by 19%, or 703,850 shares, in the first quarter.</p><p>Soros Fund Management's most recent investment makes DHI its second-largest holding, at 7.4% of the portfolio. The stake of 4.4 million shares – worth $392.8 million at the end of Q1 – equals 1.2% of the homebuilder's shares outstanding. As such, Soros Fund Management is D.R. Horton's 15th largest shareholder.</p><p>With a consensus recommendation of Buy, per S&P Global Market Intelligence, the Street is also bullish on the name.</p><p>\"With inventory constraints growing across the industry and buyer demand still nearly insatiable, we think DHI remains in an extraordinarily strong position to gain further market share and leverage its sector-leading scale,\" writes Raymond James analyst Buck Horne, who rates shares at Outperform (the equivalent of Buy).</p><p>Microsoft</p><ul><li><b>Market value:</b>$1.9 trillion</li><li><b>Billionaire investor:</b>Chase Coleman III (Tiger Global Management)</li><li><b>Percent of portfolio:</b>7.4%</li></ul><p>Hedge-fund legend Chase Coleman III, with a net worth of $10.3 billion, according to Forbes, upped his bet on<b>Microsoft</b>(MSFT, $249.68) in the first quarter of 2021.</p><p>And he did so in a compelling fashion.</p><p>Coleman's Tiger Global Management ($79 billion AUM) increased its stake in MSFT by 15%, or 1.8 million shares, in the first three months of the year. The hedge fund now owns a total of 13.7 million shares, worth $3.2 billion at the end of Q1.</p><p>The MSFT stake, which accounts for 7.4% of Tiger Global's portfolio value, is second only to its bet on Chinese e-commerce company JD.com (JD), which is top among Coleman's stock picks at 9.9% of the portfolio.</p><p>Tiger Global first bought MSFT in the fourth quarter of 2016, and adding to the stake certainly makes sense. Wall Street analysts mostly adore this component of the Dow Jones Industrial Average.</p><p>After all, MSFT – the second-largest U.S. company by market value after Apple (AAPL) – lands among the pro's11 best Nasdaq stocks you can buy. Analysts' consensus recommendation on MSFT comes to Strong Buy, with 26 Strong Buy calls, 11 Buys and one Hold rating.</p><p>Tesla</p><ul><li><b>Market value:</b>$602.3 billion</li><li><b>Billionaire investor:</b>Ark Invest</li><li><b>Percent of portfolio:</b>7.6%</li></ul><p>Ark Invest features prominently in the financial news these days, thanks to the strong performance of several of its actively managed exchange-traded funds.</p><p>Indeed, as Kiplinger has noted, 2020 was the year of Cathie Wood, CEO and founder of Ark Invest, who steered its then-five separate actively managed innovation-themed funds to the ranks ofthe best-performing equity ETFsof the year.</p><p>In addition to ETFs, Ark offers managed accounts and other products and services aimed at high net worth investors. Thanks to the various products and services it offers, the firm has amassed more than $55 billion in AUM.</p><p>So it says something when Ark's single-largest holding is<b>Tesla</b>(TSLA, $625.22) – especially since the firm is increasing its exposure to the electric vehicle maker at an accelerating pace.</p><p>Ark boosted its TSLA position by 39%, or 1.7 million shares, during the first quarter of 2021. The stake, which accounts for 7.6% of Ark Investment Management's equity portfolio, was worth nearly $4 billion at the end of Q1.</p><p>It's not hard to see why Wood likes TSLA so much. Her investment approach focuses on innovation, and Tesla, led by the mercurial Elon Musk, is nothing if not innovative.</p><p>Comcast</p><ul><li><b>Market value:</b>$263.4 billion</li><li><b>Billionaire investor:</b>Rothschild & Company Wealth Management UK</li><li><b>Percent of portfolio:</b>9.0%</li></ul><p>Rothschild & Company Wealth Management UK, a London-based hedge fund with $16.4 billion in AUM, is increasingly bullish on<b>Comcast</b>(CMCSA, $57.34).</p><p>Welcome to the club.</p><p>The nation's largest cable company regularly makes the list ofhedge funds' favorite stock picks. That's because its combination of content, broadband, pay TV, theme parks and movies is unparalleled by rivals, and gives thisblue-chip stocka huge strategic advantage.</p><p>CMCSA's diversification came in especially handy last year when the pandemic walloped theme parks, cinemas and spending on advertising.</p><p>\"While the pandemic has materially impacted Comcast, the company's steady cable division continues to provide vital connectivity for its large base of 23 million subscribers,\" writes Argus Research analyst Joseph Bonner (Buy).</p><p>Rothschild first bought shares in the cable operator in the first quarter of 2019, and most recently upped its bet by 2%, or 194,324 shares. The hedge fund's total holdings of 9.2 million shares, worth $500.2 million at the end of Q1, accounted for 9.0% of its portfolio. CMCSA is now Rothchild's sixth-largest position.</p><p>Analysts' consensus recommendation on the stock comes to Buy, per S&P Global Market Intelligence, with 20 Strong Buy ratings, nine Buys, four Holds and one Strong Sell. The Street expects the company to deliver average annual EPS growth of nearly 16% over the next three to five years.</p><p>Aptiv</p><ul><li><b>Market value:</b>$40.7 billion</li><li><b>Billionaire investor:</b>Caxton Associates</li><li><b>Percent of portfolio:</b>9.4%</li></ul><p>Billionaire philanthropist Bruce Kovner, with an estimated net worth of $6.6 billion, retired from his management role at Caxton Associates a decade ago. But the hedge fund he founded continues to rake in the bucks with his global macroeconomic trading strategies.</p><p>Indeed, Caxton last year closed its flagship fund to new money after posting record 40% gains during the pandemic. And the firm shows no signs of slowing down.</p><p>Caxton, with AUM of $25.7 billion, has owned<b>Aptiv</b>(APTV, $150.42) since the first quarter of 2019, but it really went all in earlier this year.</p><p>Caxton upped its stake in APTV by 61%, or 285,618 shares. Indeed, the purchase made APTV the fund's top stock pick, accounting for 9.4% of the portfolio, up from 4.2% three months ago. Caxton's 747,843 shares were worth $103.1 million at the end of Q1.</p><p>Shares in Aptiv, which makes safety, connectivity and green technology for vehicles, have essentially doubled over the past 52 weeks, and analysts say they have more room to run.</p><p>\"Aptiv indeed is not only benefitting from accelerating industry adoption of vehicle electrification, advanced driver-assistance systems, and connected vehicle technologies, but also achieving dominant win rates in several of these areas based on its complete system knowledge, and software-based flexible architectures,\" writes Deutsche Bank analyst Emmanuel Rosner (Buy).</p><p>Adobe</p><ul><li><b>Market value:</b>$241.2 billion</li><li><b>Billionaire investor:</b>Atalan Capital Partners</li><li><b>Percent of portfolio:</b>9.6%</li></ul><p>Atalan Capital Partners, a New York hedge fund with AUM of $2 billion, boosted its stake in<b>Adobe</b>(ADBE, $504.58) in Q1, which vaulted the software company into the No. 2 spot among its stock picks.</p><p>Atalan increased its holdings by 38%, or 82,000 shares, in Q1, lifting its total stake to 295,000 shares worth $140.2 million as of March 31. The position accounts for 9.6% of the portfolio.</p><p>Atalan first picked up ADBE in the second quarter of 2020, which was not the best timing. Shares are up just about 16% since June 30 of last year, lagging the S&P 500 by roughly 20 percentage points.</p><p>That's not to say ADBE stock won't continue to be a winner in the longer run. Analysts tend to be heavily bullish on the name, thanks to its dominance in its field. After all, Adobe is the undisputed leader in making software for designers and other creative types. Its software arsenal includes Photoshop, Premiere Pro for video editing and Dreamweaver for website design, among others.</p><p>\"As a result of its early-mover position and strategic M&A transactions, Adobe has established itself as the unchallenged leader in Creative software,\" writes Stifel analyst Jeffrey Parker Lane (Buy). \"We view Adobe as one of the most compelling investment cases in our coverage areas.\"</p><p>The Street's consensus recommendation stands at Buy, with an annual EPS growth forecast of more than 15% over the next three to five years.</p><p>Thermo Fisher Scientific</p><ul><li><b>Market value:</b>$184.5 billion</li><li><b>Billionaire investor:</b>Cryder Capital Partners</li><li><b>Percent of portfolio:</b>9.7%</li></ul><p><b>Thermo Fisher Scientific</b>(TMO, $469.50), is sometimes called the \"Amazon of the healthcare industry\" because of its wide-ranging portfolio of life sciences products, analytics and laboratory instruments.</p><p>As such, it has been highly active in the fight against COVID-19, which in turn has raised its profile and investor interest. And although TMO has been a holding of Cryder Capital Partners since 2015, the hedge fund remains an incremental buyer.</p><p>London-based Cryder Capital, with $1 billion in AUM, lifted its stake in TMO by 2%, or 6,398 shares, during the first three months of the year. The hedge fund now holds a total of 298,587 shares, worth $136.3 million as of March 31. Despite a high weight of 9.7%, TMO is just seventh largest among the fund's stock picks.</p><p>Analysts' consensus recommendation stands at Strong Buy, according to S&P Global Market Intelligence. Argus Research is just one research shop in the bull camp.</p><p>\"Thermo is seeing strong demand for COVID-19 testing solutions as well as for instruments and supplies used by developers of vaccines and other treatments,\" writes analyst David Toung (Buy). \"But the company is also investing its substantial cash flow in technology upgrades, capacity expansions and acquisitions.\"</p><p>With an average target price of $557.17, the Street gives TMO stock implied upside of about 18% in the next 12 months or so.</p><p>Visa</p><ul><li><b>Market value:</b>$484.8 billion</li><li><b>Billionaire investor:</b>Valley Forge Capital Management</li><li><b>Percent of portfolio:</b>10.2%</li></ul><p><b>Visa</b>(V, $227.30) routinely makes most lists of analysts', hedge funds' or billionaires' favorite stocks.<b>Berkshire Hathaway</b>(BRK.B)owns a stake worth more than $2 billion, although chairman and CEO Warren Buffett readily credits the holding to one of his stock-picking lieutenants.</p><p>And indeed, there is much to like about this Dow stock. Visa operates the world's largest payments network, and thus is well-positioned to benefit from the growth of cashless transactions and digital mobile payments.</p><p>The Street's consensus recommendation is a high-conviction Buy. Of the analysts covering the stock tracked by S&P Global Market Intelligence, 21 call V a Strong Buy, 12 rate it at Buy, four say Hold and one calls it a Sell.</p><p>Valley Forge Capital Management, a hedge fund in Wayne, Pennsylvania, with $1.1 billion in AUM, is certainly a big believer. Visa accounts for 10.2% of its equity portfolio.</p><p>The fund increased its Visa stake by 88%, or 477,181 shares, in Q1. It now holds more than 1 million shares worth $215 million as of March 31. Mind you, Valley Forge Capital is hardly a novice in this stock. The fund has counted Visa among its stock picks since 2016.</p><p>Although the pandemic greatly curtailed spending in a number of Visa's categories – most notably travel and entertainment – those headwinds should now be in the past. Indeed, the gradual global reopening – and accelerating secular growth in cashless payments, helped by the perception that cash is \"dirty\" – make a solid bull case for Visa stock.</p><p>Intel</p><ul><li><b>Market value:</b>$230.7 billion</li><li><b>Billionaire investor:</b>Cavalry Management Group</li><li><b>Percent of portfolio:</b>10.4%</li></ul><p><b>Intel</b>(INTC, $57.12) has fallen far behind the competition on any number of fronts, which is why analysts and investors were so delighted when the chipmaker hired Pat Gelsinger, former CEO of VMWare (VMW), to take over in February.</p><p>Heck, some observers said it was the best decision the troubled company made in more than a decade. And, indeed, this Dow stock has been a disappointing performer. Shares are up just 3% over the past three years vs. a gain of 54% for the S&P 500.</p><p>So props to Cavalry Management Group for making a bold bet on the semiconductor company earlier this year. The San Francisco hedge fund with $2.6 billion in AUM initiated a large enough position to instantly make Intel its top stock pick.</p><p>Cavalry Management bought 1.7 million shares during the first three months of 2021. With a value of $111.6 million at the end of Q1, INTC accounted for more than 10% of the hedge fund's investments.</p><p>Cavalry largely focuses on large-cap tech stocks, so Intel certainly fits well with its broader strategy. Other moves the fund made in Q1 included more than tripling its stake in Microsoft, and almost doubling its holdings in Ericsson (ERIC).</p><p>The Street is generally more cautious on INTC than Cavalry Management is. Analysts' consensus recommendation stands at Hold, per S&P Global Market Intelligence.</p><p>PayPal Holdings</p><ul><li><b>Market value:</b>$305.5 billion</li><li><b>Billionaire investor:</b>Dorsey Asset Management</li><li><b>Percent of portfolio:</b>11.8%</li></ul><p>Digital mobile payments and the expansion of cashless transactions are one of the hottest areas of growth in financial tech. And although the sector offers no shortage of promising new names, old-timer<b>PayPal Holdings</b>(PYPL, $260.02) still gets plenty of analyst – and billionaire investor – love.</p><p>Explosive growth in mobile transactions, the monetization of its Venmo property and incremental revenue growth in its Xoom business all help make for a compelling bull case on PYPL, analysts say.</p><p>\"Simply put, PayPal should continue to benefit from the secular shift to e-commerce that should drive a roughly 20% revenue compound annual growth rate (CAGR), which, coupled with margin expansion and capital allocation (mergers & acquisitions plus stock buybacks), should result in an earnings CAGR north of 20% over the next several years,\" writes Raymond James analyst John Davis, who rates the stock at Outperform (the equivalent of Buy).</p><p>Dorsey Asset Management, with $1.3 billion in AUM, embraces the bull case on PYPL in a big way. The Chicago-based hedge fund increased its stake in PayPal by 81%, or 209,025 shares, in Q1. Its total holdings of 465,266 shares, worth $113 million as of March 31, comprises 11.8% of its stock investments.</p><p>That's up from 7.9% of the portfolio three months ago. PYPL, which Dorsey has owned since the second quarter of 2018, is now its fifth-largest position.</p><p>Analysts' consensus recommendation on the stock stands at Buy, according to S&P Global Market Intelligence.</p><p>Howard Hughes</p><ul><li><b>Market value:</b>$5.8 billion</li><li><b>Billionaire investor:</b>Bill Ackman (Pershing Square Capital)</li><li><b>Percent of portfolio:</b>12.1%</li></ul><p>No one doubts Bill Ackman's investing acumen. His Pershing Square Capital hedge fund has allowed the investor to amass a personal fortune of $3 billion, per Forbes.</p><p>And he's never been one to shy away from the media. So his increasing stake in<b>Howard Hughes Corp.</b>(HHC, $105.83) is far from a state secret. Indeed, Ackman has owned shares in the master-planned community developer since it was spun off from General Growth Properties in 2010.</p><p>Given Ackman's propensity for being anactivist investor, his latest purchase is eyebrow-raising news, nonetheless.</p><p>The hedge-fund billionaire increased his stake in HHC by 23%, or 2.6 million shares, in Q1. Pershing Square's stake of 13.5 million shares was worth $1.3 billion at the first quarter's end.</p><p>Most notably, Ackman now holds almost a quarter of HHC's shares outstanding. That makes the hedge fund the company's largest investor by a wide margin. Asset manager Vanguard, at No. 2, owns just 10.8% of HHC.</p><p>Meanwhile, HHC, at 12.1% of its portfolio, is now Pershing Square Capital's sixth-largest position.</p><p>For those keeping score at home, HHC stock has doubled over the past 52 weeks vs. a gain of about 38% for the S&P 500. For the year-to-date, it's up by more than a third. That compares with the broader market's gain of about 12% so far this year.</p><p>Only three analysts cover HHC, according to S&P Global Market Intelligence. One rates it at Strong Buy, while the other two say Buy.</p><p>Lowe's</p><ul><li><b>Market value:</b>$137.7 billion</li><li><b>Billionaire investor:</b>Two Creeks Capital Management</li><li><b>Percent of portfolio:</b>12.2%</li></ul><p>Two Creeks Capital Management, a New York hedge fund with AUM of $2.8 billion, made a big addition to its stake in<b>Lowe's</b>(LOW, $194.83) in the first quarter – a move most analysts would regard as wise.</p><p>The nation's second-largest home improvement retailer after Home Depot (HD) benefited greatly from the work-from-home/stuck-at-home reality of pandemic life. Analysts say many of the do-it-yourself habits consumers adopted during COVID times are here to stay. Lowe's is also being aided by the ultra-tight housing market.</p><p>The Street gives LOW a consensus recommendation of Buy. Argus Research, which counts itself in the Buy camp, says Lowe's has several strong tailwinds behind it.</p><p>\"We believe that the major drivers of post-pandemic sales growth remain the same,\" writes Argus Research analyst Christopher Graja. \"There has been significant underinvestment in housing. About 70% of U.S. homes are more than 25 years old and likely in need of upgrades and repairs. Millennials are starting families.\"</p><p>Income investors know the power of Lowe's dividend over the longer haul. The Dividend Aristocrat has paid a cash distribution every quarter since going public in 1961, and that dividend has increased annually for almost 60 years.</p><p>The bullish investment thesis led Two Creeks to up its stake in this stock pick by 14%, or 132,811 shares, in Q1. The hedge fund's total stake of 1.1 million LOW shares, worth $200 million at the end of Q1, accounts for 12.2% of its portfolio, representing its third-largest holding.</p><p>Alphabet</p><ul><li><b>Market value:</b>$1.6 trillion</li><li><b>Billionaire investor:</b>Metropolis Capital</li><li><b>Percent of portfolio:</b>13.3%</li></ul><p>It should come as no surprise that hedge funds are big believers in Google parent<b>Alphabet</b>(GOOGL, $2,356,85). Metropolis Capital, a U.K.-based investor with $1.4 billion in AUM, is just one of about 225 hedge funds upping its stake in the internet giant in Q1.</p><p>Metropolis thinks highly enough of the search leader that it increased its stake by 22%, or 13,679 shares. The firm now holds a total of 74,868 shares worth $154.4 million, or 13.3% of its total portfolio, as of March 31.</p><p>Alphabet happens to be in good company at this hedge fund. GOOGL is Metropolis' second-largest stock pick after Berkshire Hathaway (BRK.B).</p><p>If nothing else, Alphabet's pandemic performance in totality bolstered the case that GOOGL is not a one-trick pony. Its numerous other endeavors likewise shore up the case. For example, Alphabet is a key player in cloud-based services, and home to Nest Labs and self-driving car startup Waymo. Artificial intelligence, machine learning and virtual reality are other areas of heavy investment.</p><p>\"We continue to favor Google as a core large-cap growth holding given the strong digital advertising backdrop, continued strength from Cloud, ongoing share repurchases (with the newly authorized $50 billion program) and a reasonable valuation,\" writes Canaccord Genuity analyst Maria Ripps (Buy).</p><p>Analysts' consensus recommendation on the name stands at Strong Buy. Of the 45 analysts issuing opinions on the stock tracked by S&P Global Market Intelligence, 32 rate it at Strong Buy, 12 say Buy and one has it at Hold.</p><p>Walt Disney</p><ul><li><b>Market value:</b>$324.6 billion</li><li><b>Billionaire investor:</b>Kirkoswald Asset Management</li><li><b>Percent of portfolio:</b>16.5%</li></ul><p>Coronavirus took a huge bite out of some of<b>Walt Disney's</b>(DIS, $178.65) most important businesses: namely, its theme parks and studios. But after encouraging quarterly results, analysts say business is set to bounce back in a big way.</p><p>Disneyland and other California amusement parks have reopened with restrictions. And admissions at Florida's Disney World continue to climb.</p><p>\"With mask mandates lifted and capacity constraints loosened further, we would not be surprised to see a step change in attendance in the near future,\" writes Deutsche Bank analyst Bryan Kraft (Buy).</p><p>But that's nothing compared to what DIS has on its hands in thestreaming mediawars.</p><p>Disney+ is a smashing success. The streaming platform, which launched in November 2019, has already amassed almost 100 million subscribers – a staggering rate of growth. Consider that Disney+ now has about half as many subscribers as Netflix (NFLX) – but Netflix had a roughly 12-year head start.</p><p>Kirkoswald Asset Management, a New York hedge fund with AUM of $4 billion, decided to get in on DIS asa recovery stock pickin Q1. It initiated a stake of 5,200 shares, worth almost $1 million, during the first three months of the year.</p><p>The new stake immediately made DIS its second-largest position among $5.8 million in managed securities.</p><p>Most of the Street would approve of Kirkoswald's investment. Analysts have a consensus Buy recommendation on this Dow stock.</p><p>Berkshire Hathaway</p><ul><li><b>Market value:</b>$661.0 billion</li><li><b>Billionaire investor:</b>Southeast Asset Advisors</li><li><b>Percent of portfolio:</b>16.8%</li></ul><p>If you can't beat 'em, join 'em.</p><p>It's hard to compete with Warren Buffett when it comes toasset allocation. As CEO and chairman of<b>Berkshire Hathaway</b>(BRK.B, $289.44), he's arguably the greatest long-term investor of all time.</p><p>So it's little wonder that so many hedge funds, large advisories and other billion-dollar-plus pools of money throw in their lots with the Oracle of Omaha.</p><p>Southeast Asset Advisors, an investment manager and hedge fund based in Thomasville, Georgia, with $1.6 billion in AUM, has been a BRK.B shareholder since 2008. Indeed, BRK.B, at 16.8% of its portfolio, is the fund's top holding.</p><p>And it's only getting bigger.</p><p>Southeast increased its stake in BRK.B by 2%, or 7,747 shares, in Q1. It now holds 365,149 shares worth $93.3 million. Only Alphabet Class C shares (GOOG) come close to the firm's BRK.B stake, accounting for 11.7% of the portfolio.</p><p>BRK.B has been an outstanding performer both in 2021 and over the past 52 weeks. The stock is up 25% for the year-to-date, essentially doubling the S&P 500's gains. And over the past year? BRK.B returned 57% vs. a price increase of less than 40% for the broad-market gauge.</p><p>Only four analysts cover BRK.B stock, per S&P Global Market Intelligence. Their consensus recommendation comes to Buy.</p><p>Alibaba</p><ul><li><b>Market value:</b>$580.4 billion</li><li><b>Billionaire investor:</b>Conifer Management</li><li><b>Percent of portfolio:</b>20.7%</li></ul><p>Conifer Management, a New York hedge fund with $7.7 billion in AUM, has more than a fifth of its portfolio invested in Chinese e-commerce giant<b>Alibaba</b>(BABA, $213.96).</p><p>Indeed, after upping its stake by 147%, or 884,845 shares, in Q1, BABA is Conifer's top holding. Its total stake of 1.5 million shares was worth $336.7 million at the end of the first quarter.</p><p>Conifer initiated its stake in BABA only in the final quarter of last year. To the hedge fund's credit, this stock pick is a highly defensible investment idea.</p><p>Alibaba is sometimes called the Amazon of China. There are important differences between the two, but they do share the enviable trait of being undisputed titans ine-commerce.</p><p>And like Amazon, Alibaba has never shied away from investing heavily to both build out its existing businesses and enter new ones. As a result, BABA finds itself spreading beyond its core e-commerce business into cloud computing, digital payments and more.</p><p>It also helps that BABA and investors can now move past a $2.75 billion fine imposed by Chinese regulators for violating anti-monopoly laws.</p><p>Some analysts worry about decelerating revenue in the company's cloud services business, but the majority of the Street sees recent share-price weakness as a buying opportunity.</p><p>The consensus recommendation of 49 analysts tracked by S&P Global Market Intelligence comes to Strong Buy on BABA stock.</p><p>Mastercard</p><ul><li><b>Market value:</b>$357.4 billion</li><li><b>Billionaire investor:</b>Valley Forge Capital Management</li><li><b>Percent of portfolio:</b>22.6%</li></ul><p>If Valley Forge Capital Management likes Visa – as noted above – it absolutely adores competitor<b>Mastercard</b>(MA, $360.58).</p><p>The Wayne, Pennsylvania-based hedge fund with $1.1 billion in AUM almost doubled its stake in this stock pick in the first quarter. And with more than a fifth of its portfolio tied up in the payments processor, Mastercard is Valley Forge's top holding.</p><p>The hedge fund bought another 665,544 shares, representing a 98% increase, in Q1, bringing its total holdings to 1.3 million shares. The position was worth $477.9 million as of March 31.</p><p>Valley Forge, which owns 0.14% of MA's shares outstanding, has been an investor in the company since 2016. It's a bet that appears to have done quite well. Mastercard stock's five-year total return – price appreciation plus dividends – comes to 30.8%, according to Morningstar data. That beats its sector by 5.7 percentage points and leads the broader market by 13.4 percentage points.</p><p>Like Visa, Mastercard has relentless growth in digital mobile payments and other cashless transactions at its back.</p><p>\"Mastercard is a key beneficiary of the long-term secular shift toward electronic forms of payments, and that new technology is helping accelerate the shift,\" writes William Blair analyst Robert Napoli (Outperform)</p><p>And, just like Visa, MA has a lot of fans on the Street. Analysts' consensus recommendation stands at Buy.</p><p>Facebook</p><ul><li><b>Market value:</b>$932.1 billion</li><li><b>Billionaire investor:</b>Altarock Partners</li><li><b>Percent of portfolio:</b>24.4%</li></ul><p>There's a strong bull case to be made for<b>Facebook</b>(FB, $328.73), the social media giant that forms a digital-ad duopoly with Google. Just ask Altarock Partners.</p><p>This hedge fund, based in Beverly, Massachusetts, with AUM of $3.1 billion, has almost a quarter of its portfolio socked away in Facebook stock. After buying another 465,800 shares, a 27% increase, in Q1, the hedge fund is sitting on 2.2 million shares worth $641.4 million as of March 31.</p><p>That makes FB Altarock's second-largest holding.</p><p>And just who is at No. 1?</p><p>None other than Google parent Alphabet, which commands 25.1% of Altarock's investment portfolio.</p><p>The hedge fund first bought FB in the fourth quarter of last year, so it's building up its position on the stock pick pretty rapidly. And well it should, if analysts are right about this name.</p><p>The Street's consensus recommendation on FB stands at Strong Buy, as analysts forecast the company to deliver truly impressive profit growth for some time.</p><p>\"We believe Facebook's share gains during the pandemic and new initiatives in e-commerce can drive many years of above-market growth,\" writes Stifel analyst John Egbert (Buy). \"We are comfortable with the potential outcomes of antitrust inquiries and believe FB shares offer investors a rare combination of growth and value relative to its peers.\"</p><p>Seagen</p><ul><li><b>Market value:</b>$28.2 billion</li><li><b>Billionaire investor:</b>Felix and Julian Baker (Baker Bros. Advisors)</li><li><b>Percent of portfolio:</b>29.7%</li></ul><p><b>Seagen</b>(SGEN, $155.35), a biotechnology firm specializing in oncology treatments, couldn't get a bigger vote of confidence than being the top holding of Baker Bros. Advisors.</p><p>This New York-based hedge fund with $35.8 billion in AUM is led by billionaire biotech investors Julian and Felix Baker. The brothers may keep a low profile, but they're plenty famous in the world ofbiotech stocks. A series of successful investments have allowed the Bakers to build an estimated combined fortune of about $4 billion, according to Forbes.</p><p>And judging by their latest regulatory filings, the brothers have great expectations for Seagen, too. The stock pick accounts for nearly 30% of the total value of the Baker Bros.' holdings, up from 28.5% three months ago.</p><p>The increase stems in part from Baker Bros. buying another 347,745 shares in SGEN in the first quarter of 2021. The fund's total holdings of 47.6 million shares were worth more than $7 billion at the end of Q1.</p><p>The stake gives Baker Bros. ownership of 26.3% of SGEN's shares outstanding, which makes it the biotech company's largest shareholder by a wide margin. The second-largest investor – Capital Research and Management – holds only 8.6% of SGEN's shares outstanding.</p><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p><p>TRENDING TOPICS</p><p>TRENDING ARTICLES</p>","source":"lsy1603171495471","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>30 Top Stock Picks That Billionaires Love</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\">\n30 Top Stock Picks That Billionaires Love\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 11:34 GMT+8 <a href=https://www.nasdaq.com/articles/30-top-stock-picks-that-billionaires-love-2021-06-01><strong>Nasdaq</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's always interesting to see what billionaire investors are doing with their money. Sure, you can't match their gains simply by copying every single one of their stock picks, but it can still be ...</p>\n\n<a href=\"https://www.nasdaq.com/articles/30-top-stock-picks-that-billionaires-love-2021-06-01\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nasdaq.com/articles/30-top-stock-picks-that-billionaires-love-2021-06-01","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182886492","content_text":"It's always interesting to see what billionaire investors are doing with their money. Sure, you can't match their gains simply by copying every single one of their stock picks, but it can still be helpful (and fruitful) to know what they've been up to.Consider that the billionaires, hedge funds and big-time advisories listed below have a great deal at stake. And their resources for research, as well as their intimate connections to insiders and others, can give them unique insight into their stock picks.Studying which stocks they're chasing with their capital (or whichstocks the billionaires are selling off, for that matter) can be an edifying exercise for retail investors.After all, there's a reason the rich get richer.Here are 30 of the most recent top stock picks from the billionaire class.In each case, at least one billionaire – be it a person, hedge fund or advisory – has a substantial stake and/or added to its holdings. In most cases, these stocks are owned by multiple billionaire investors and billionaire investor firms. And while several of these investments are popular blue chips, others keep a much lower profile.Either way, the smart money isn't kidding around when it comes to these stock picks.Prices are as of May 28. Data is courtesy of S&P Global Market Intelligence, WhaleWisdom.com and regulatory filings made with the Securities and Exchange Commission. Stocks are ranked in reverse order of their weight in the selected billionaire investor's equity portfolio.WalmartMarket value:$400.0 billionBillionaire investor:Ray Dalio (Bridgewater Associates)Percent of portfolio:4.3%Ordinarily, we look for stocks that account for at least 5% of a billionaire investor's portfolio before including them on this list, but Bridgewater Associates' interest inWalmart(WMT, $142.03) is sort of a special case.Legendary investor Ray Dalio's massive hedge fund – it has $223 billion in assets under management (AUM) – has nearly 11% of its portfolio sitting in an S&P 500 index fund. Indeed, the SPDR S&P 500 ETF (SPY), with its 0.0945% expense ratio, is Bridgewater's largest holding.The fund's second-largest holding isalsoan ETF. The Vanguard Emerging Markets ETF (VWO) accounts for 5.1% of the hedge fund's total portfolio value.So it's something of a feather in Walmart's cap that the world's largest retailer and Dow Jones Industrial Average component happens to be tops among Dalio's actual stock picks.Indeed, in the first quarter of 2021, Bridgewater upped its WMT stake by 16%, or 512,347 shares. The total stake of 3.6 million shares, worth $487.8 million at the end of Q1, now accounts for 4.3% of Bridgewater's total portfolio value.Note well that Dalio, whose net worth is estimated at $20.3 billion, according to Forbes, is a big fan of Dow stocks and ETFs. In addition to WMT at No. 3, Bridegwater's top 10 holdings include stakes in Procter & Gamble (PG), Coca-Cola (KO) and Johnson & Johnson (JNJ), as well as the SPDR Gold Trust ETF (GLD) and the iShares Core MSCI Emerging Markets ETF (IEMG).Amazon.comMarket value:$1.6 trillionBillionaire investor:Stephen Mandel (Lone Pine Capital)Percent of portfolio:5.4%Hedge-fund legend Stephen Mandel stepped back from managing investments at Lone Pine Capital a couple years back, but he remains a managing director at the firm, and it still runs very much in his image.That's probably a good thing, given that Mandel's investing acumen allowed him to accumulate a net worth of nearly $4 billion, per Forbes.Lone Pine – based in the hedge-fund capital of the world, Greenwich, Connecticut – lists more than $27.5 billion in managed securities. Lately, it has been putting more cash to work in big-nametechnology stocks, and few get higher accolades from Wall Street analysts thanAmazon.com(AMZN, $3,223.07).Indeed, analysts say AMZN is one of thebest Nasdaq stocks you can buy, giving it a high conviction consensus recommendation of Strong Buy. That's due in no small part to the fact that they expect Amazon to generate average annual earnings per share growth of almost 35% over the next three to five years – this despite the fact that the e-commerce giant is already a $1.6 trillion company.Lone Pine upped its bet on AMZN by 87%, or 224,618 shares, in the first quarter, bringing its total holdings to 481,744 shares. That stake, which was worth $1.5 billion at the end of Q1, accounts for 5.4% of Lone Pine's total portfolio value, making it fifth among the hedge fund's stock picks.DanaherMarket value:$182.7 billionBillionaire investor:Tran Capital ManagementPercent of portfolio:5.4%Tran Capital Management, a hedge fund based in San Rafael, California, is incrementally more bullish on the life sciences industry.Tran, with $1.1 billion in AUM, added 2,001 shares to its stake inDanaher(DHR, $256.14), which makes a variety of instruments and diagnostics equipment to support medical, industrial and commercial processes.Tran now holds a total of 267,376 shares, which were worth $60.1 million at the end of Q1. The DHR stake is Tran's fourth-largest holding, accounting for 5.4% of its stock portfolio value. The hedge fund has been an investor in DHR since the first quarter of 2014, though even with the latest purchase, it still currently owns just 0.04% of the company's shares outstanding.The Street is likewise bullish on this healthcare name, which stands to benefit from the pharmaceutical industry's ongoing efforts against the novel coronavirus. Indeed, analysts' consensus recommendation on DHR comes to Buy, according to S&PGlobal MarketIntelligence.\"We believe that Danaher is well positioned to help biopharma companies develop new medicines, including treatments and vaccines for COVID-19,\" writes Argus Research analyst David Toung, who rates DHR at Buy. \"We expect recent strong customer demand to be sustained over the remainder of 2021.\"Abbott LaboratoriesMarket value:$207.3 billionBillionaire investor:Polen Capital ManagementPercent of portfolio:5.6%Polen Capital Management's top four stock picks are a who's who of hot-growth, mega-cap tech stocks: Facebook (FB), Microsoft (MSFT), Google-parent Alphabet's Class C shares (GOOG) and Adobe (ADBE).So it's kind of neat to see that the hedge fund's fifth-largest position is an income investor's dream.Abbott Laboratories(ABT, $116.65) is as stalwart a divided payer as they come. It's a member of the S&P Dividend Aristocrats, an index ofdividend stocks that have increased their payouts annually for at least 25 consecutive years.ABT, which manufactures a wide variety of healthcare goods, such as branded generic drugs, medical devices and nutrition and diagnostic products, has hiked its dividend for 49 years and counting. The last increase came in December: a whopping 25% improvement to 45 cents per share.Polen, a hedge fund based in Boca Raton, Florida, with AUM of more than $46 billion, has owned a stake in ABT since the third quarter of 2019. Most recently, it upped its position by 1%, or 220,118 shares. Polen's total of 20.7 million shares was worth $2.5 billion at the end of Q1, and accounted for 5.6% of its portfolio value.Importantly, Polen owns 1.2% of Abbott Lab's shares outstanding, putting it among the company's 15 largest investors.UnitedHealth GroupMarket value:$388.7 billionBillionaire investor:Allen Investment ManagementPercent of portfolio:5.7%UnitedHealth Group(UNH, $411.92) is a hedge-fund favorite, and Wall Street gives it high marks too.As the largest health insurer by both market value and revenue – and a member of the Dow Industrials to boot – UNH is sort of a must-have stock for institutional investors seeking broad exposure to the healthcare sector.Meanwhile, analysts' consensus recommendation on the name comes to Buy. Of the 27 analysts covering the stock tracked by S&P Global Market Intelligence, 16 rate UNH at Strong Buy, six say Buy, three have it at Hold and one calls it a Sell.\"With the increase in Covid-19 vaccinations, we expect medical utilization patterns to return to normal levels, while at the same time we anticipate higher utilizations resulting from missed medical visits and delayed electives,\" writes CFRA Research analyst Sel Hardy, who rates the stock at Strong Buy.So it's only fitting that Allen Investment Management, a New York hedge fund with $9.3 billion in AUM, upped its stake in UNH by 2%, or 21,086 shares, during the first quarter.At 5.7% of the portfolio, UNH is the fund's third-largest position, trailing only Allen stock picks Alphabet Class C shares and Facebook. The hedge fund's stake of 990,525 shares was worth $368.5 million at the end of the first quarter.Gaming and Leisure PropertiesMarket value:$10.8 billionBillionaire investor:Gates Capital ManagementPercent of portfolio:6.0%Gates Capital Management is a fan of one of Wall Street pros' favorite Nasdaq stocks. The New York hedge fund with $3 billion in AUM upped its stake inGaming and Leisure Properties(GLPI, $46.36) by 35%, or more than 1 million shares, during the first quarter.Gates Capital now holds 3.9 million shares in thisreal estate investment trust (REIT)– a stake worth $165.6 million as of March 31.Analysts like this casino real estate play thanks to both a snazzy dividend yield and attractive growth prospects coming out of the pandemic. The company, whose properties include the Belle of Baton Rouge and Argosy Casino Riverside in Missouri, collected 100% of its rents in 2020.Mizuho Securities initiated coverage of Gaming and Leisure Properties at Buy in late March, citing its unique attributes in an industry set to benefit from a recovery in consumer spending and gaming revenue.\"GLPI is the most diversified of the three Gaming REITs, with strong underlying tenant credit and structural lease enhancements, resulting in a lower-risk platform that we believe is under-appreciated by the market,\" writes Mizuho analyst Haendel St. Juste.Analysts' consensus recommendation on the name stands at Strong Buy, according to S&P Global Market Intelligence.The bull case for GLPI makes it easy to understand why Gates Capital increased its exposure to a stock it first bought back in 2013. The hedge fund holds 1.7% of GLPI's shares outstanding, making it the REIT's 12th largest investor.S&P GlobalMarket value:$91.4 billionBillionaire investor:Chris Hohn (TCI Fund Management)Percent of portfolio:6.0%Activist investor Chris Hohn has made quite a name for himself with The Children's Investment Fund Management – more commonly known as TCI Fund Management. Indeed, the London-based investor has parlayed his many stock picks into a personal net worth of $5.9 billion, per Forbes.TCI, with more than $34 billion in managed securities, made a handful of moves in Q1, and none was bigger in percentage terms than its doubling down (and then some) onS&P Global(SPGI, $379.47).Hohn increased the fund's stake in SPGI by 147% – by far its largest addition of the quarter in percentage terms – adding 3.5 million shares. TCI now owns 5.9 million shares in the company behind S&P Global Ratings, S&P Global Market Intelligence and S&P Global Platts.The stake, worth $2.1 billion at the end of Q1, accounts for 6.0% of TCI's portfolio value, and gives Hohn ownership of 2.4% of S&P's shares outstanding. That makes TCI the company's sixth-largest shareholder.Although most investors probably know S&P for its majority stake in S&P Dow Jones Indices – which maintains the benchmark S&P 500 index and the blue-chip Dow Jones Industrial Average – it's also a central player in corporate and financial analytics, information and research.Dedicated long-term income investors probably already know thatSPGI happens to be a Dividend Aristocrat. The company has increased its dividend annually for nearly half a century.AbbVieMarket value:$199.9 billionBillionaire investor:Avidity Partners ManagementPercent of portfolio:6.3%AbbVie(ABBV, $113.20) was spun off from the above-mentioned Abbott Laboratories in 2013. It too, is a Dividend Aristocrat, having lifted its dividend annually for almost half a century.Consumers best know the pharma firm for Humira, a blockbuster drug for rheumatoid arthritis that has been approved for numerous other ailments. AbbVie also makes cancer drug Imbruvica, as well as testosterone replacement therapy AndroGel.Avidity Partners Management, a Dallas hedge fund with AUM of $6.2 billion, focuses primarily on stock picks in the healthcare sector, and it has been a fan of AbbVie since the fourth quarter of 2019. Most recently, it upped its stake in the pharma giant by 53%, or 721,200 shares. Avidity now holds a total of nearly 2.1 million shares in ABBV, worth $225 million at the end of Q1.At 6.3% of its equity portfolio, AbbVie is Avidity's single largest position. That's up from 4.7% about three months ago.The Street is a solid fan of ABBV, too. Analysts' consensus recommendation stands at Buy, with 11 Strong Buy ratings, six Buys and five Hold calls. One analyst has a Sell recommendation on the stock.\"AbbVie is developing new growth drivers to help offset slowing sales of Humira, still its largest product by revenue,\" writes Argus Research analyst David Toung, who rates the stock at Buy. \"We expect continued strong growth from the oncology portfolio and newer immunology drugs in 2021.\"Applied MaterialsMarket value:$126.2 billionBillionaire investor:Bristol Gate Capital PartnersPercent of portfolio:6.3%Bristol Gate Capital Partners, a Toronto hedge fund with AUM of $1.7 billion, initiated a position inApplied Materials(AMAT, $138.13) in the first quarter.And what a commitment it was. The new purchase of 783,931 shares, worth $105 million at the end of Q1, vaulted the position to Bristol Gate's top holding, accounting for 6.3% of its portfolio.Applied Materials, which provides manufacturing equipment and technology to the semiconductor industry, is an allied play on the global chip shortage. Indeed, relentless demand for semiconductors from a wide range of industries has helped AMAT stock jump about 60% for the year-to-date.The Street is heavily bullish on the name, too. Analysts' consensus recommendation stands at Buy, according to S&P Global Market Research. The high opinion stems in part from the Street's forecast for EPS to increase at an average annual rate of nearly 19% over the next three to five years.\"We believe underlying secular drivers are robust, broad-based and multi-year in nature,\" writes B. Riley analyst Craig Ellis, who rates AMAT at Buy.Johnson & JohnsonMarket value:$445.7 billionBillionaire investor:ACR Alpine Capital ResearchPercent of portfolio:6.3%ACR Alpine Capital Research, a large advisory with $2.5 billion in AUM, has been a long-time fan of blue-chipJohnson & Johnson(JNJ, $169.25). The St. Louis-based asset manager first invested in the Dow stock at the end of 2010, and it added incrementally to the position in Q1.ACR upped its stake in the multifaceted pharma giant by 1%, or 8,790 shares, bringing its total holdings to 704,842 shares. The stake, worth $115.8 million at quarter's end, is at the tail end of the advisory's top 10 stock picks, taking up 6.3% of ACR's total portfolio value.Analysts have a consensus recommendation of Buy on JNJ. Among the arguments in favor of the stock, bulls point to its strong pharmaceutical pipeline, as well as a rebound in demand for medical devices as patients undergo elective procedures put off during the pandemic.\"We expect the recovery in elective procedures and patient visit volumes to accelerate as the pandemic is starting to get under control in the U.S., which should result in a strong recovery in Medical Devices sales and solid growth in Pharma revenues,\" writes CFRA Research analyst Sel Hardy, who rates shares at Buy.Investors and analysts alike no doubt also appreciate the company's commitment to delivering income to investors. JNJ announced a 5% quarterly dividend increase in April 2021, to $1.06 per share from $1.01 per share. That marked this Dividend Aristocrat's 59th consecutive year of dividend increases.XilinxMarket value:$31.2 billionBillionaire investor:Canyon Capital AdvisorsPercent of portfolio:7.0%Canyon Capital Advisors, with AUM of $20.9 billion, has propelled founders Joshua Friedman and Mitchell Julis to Forbes' list of highest-earning hedge fund millionaires.So it's of interest that the Los Angeles-based fund significantly pared back on its two largest stock picks in Q1 – while greatly increasing its bet on chipmakerXilinx(XLNX, $127.00).In October 2020, Advanced Micro Devices (AMD) and Xilinx announced a deal in which AMD would acquire the latter in an all-stock transaction valued at $35 billion.Canyon first bought shares in Xilinx in the fourth quarter of 2020, at which point the stake accounted for 4.6% of the fund's portfolio value. Then in Q1, Canyon upped its XLNX holdings by 89%, or 672,829 shares.The hedge fund's total stake of 1.4 million shares, worth $176.3 million at the end of Q1, now accounts for 7.0% of its portfolio value.Canyon, with ownership of 0.58% of XLNX's shares outstanding, is a top-30 stockholder in the soon-to-be-acquired company. AMD and Xilinx expect their deal to close at the end of 2021.Analysts' consensus recommendation on XLNX stands at Hold, pending the deal close. They do, however, rate AMD at Buy, and generally applaud the strategic rationale of merging the two chipmakers' complementary assets.D.R. HortonMarket value:$34.4 billionBillionaire investor:George Soros (Soros Fund Management)Percent of portfolio:7.4%Legendary hedge-fund tycoon George Soros, with an estimated net worth of $8.6 billion, per Forbes, today spends his days running Soros Fund Management.The New York-based family office – a sort of private hedge fund – has $5.3 billion in AUM, and one of its biggest stock picks is a bet on the severe shortage of new homes for sale.Soros first took a stake in homebuilderD.R. Horton(DHI, $95.29) during the first quarter of 2019, and he apparently remains bullish on the outlook. After all, the billionaire increased his DHI stake by 19%, or 703,850 shares, in the first quarter.Soros Fund Management's most recent investment makes DHI its second-largest holding, at 7.4% of the portfolio. The stake of 4.4 million shares – worth $392.8 million at the end of Q1 – equals 1.2% of the homebuilder's shares outstanding. As such, Soros Fund Management is D.R. Horton's 15th largest shareholder.With a consensus recommendation of Buy, per S&P Global Market Intelligence, the Street is also bullish on the name.\"With inventory constraints growing across the industry and buyer demand still nearly insatiable, we think DHI remains in an extraordinarily strong position to gain further market share and leverage its sector-leading scale,\" writes Raymond James analyst Buck Horne, who rates shares at Outperform (the equivalent of Buy).MicrosoftMarket value:$1.9 trillionBillionaire investor:Chase Coleman III (Tiger Global Management)Percent of portfolio:7.4%Hedge-fund legend Chase Coleman III, with a net worth of $10.3 billion, according to Forbes, upped his bet onMicrosoft(MSFT, $249.68) in the first quarter of 2021.And he did so in a compelling fashion.Coleman's Tiger Global Management ($79 billion AUM) increased its stake in MSFT by 15%, or 1.8 million shares, in the first three months of the year. The hedge fund now owns a total of 13.7 million shares, worth $3.2 billion at the end of Q1.The MSFT stake, which accounts for 7.4% of Tiger Global's portfolio value, is second only to its bet on Chinese e-commerce company JD.com (JD), which is top among Coleman's stock picks at 9.9% of the portfolio.Tiger Global first bought MSFT in the fourth quarter of 2016, and adding to the stake certainly makes sense. Wall Street analysts mostly adore this component of the Dow Jones Industrial Average.After all, MSFT – the second-largest U.S. company by market value after Apple (AAPL) – lands among the pro's11 best Nasdaq stocks you can buy. Analysts' consensus recommendation on MSFT comes to Strong Buy, with 26 Strong Buy calls, 11 Buys and one Hold rating.TeslaMarket value:$602.3 billionBillionaire investor:Ark InvestPercent of portfolio:7.6%Ark Invest features prominently in the financial news these days, thanks to the strong performance of several of its actively managed exchange-traded funds.Indeed, as Kiplinger has noted, 2020 was the year of Cathie Wood, CEO and founder of Ark Invest, who steered its then-five separate actively managed innovation-themed funds to the ranks ofthe best-performing equity ETFsof the year.In addition to ETFs, Ark offers managed accounts and other products and services aimed at high net worth investors. Thanks to the various products and services it offers, the firm has amassed more than $55 billion in AUM.So it says something when Ark's single-largest holding isTesla(TSLA, $625.22) – especially since the firm is increasing its exposure to the electric vehicle maker at an accelerating pace.Ark boosted its TSLA position by 39%, or 1.7 million shares, during the first quarter of 2021. The stake, which accounts for 7.6% of Ark Investment Management's equity portfolio, was worth nearly $4 billion at the end of Q1.It's not hard to see why Wood likes TSLA so much. Her investment approach focuses on innovation, and Tesla, led by the mercurial Elon Musk, is nothing if not innovative.ComcastMarket value:$263.4 billionBillionaire investor:Rothschild & Company Wealth Management UKPercent of portfolio:9.0%Rothschild & Company Wealth Management UK, a London-based hedge fund with $16.4 billion in AUM, is increasingly bullish onComcast(CMCSA, $57.34).Welcome to the club.The nation's largest cable company regularly makes the list ofhedge funds' favorite stock picks. That's because its combination of content, broadband, pay TV, theme parks and movies is unparalleled by rivals, and gives thisblue-chip stocka huge strategic advantage.CMCSA's diversification came in especially handy last year when the pandemic walloped theme parks, cinemas and spending on advertising.\"While the pandemic has materially impacted Comcast, the company's steady cable division continues to provide vital connectivity for its large base of 23 million subscribers,\" writes Argus Research analyst Joseph Bonner (Buy).Rothschild first bought shares in the cable operator in the first quarter of 2019, and most recently upped its bet by 2%, or 194,324 shares. The hedge fund's total holdings of 9.2 million shares, worth $500.2 million at the end of Q1, accounted for 9.0% of its portfolio. CMCSA is now Rothchild's sixth-largest position.Analysts' consensus recommendation on the stock comes to Buy, per S&P Global Market Intelligence, with 20 Strong Buy ratings, nine Buys, four Holds and one Strong Sell. The Street expects the company to deliver average annual EPS growth of nearly 16% over the next three to five years.AptivMarket value:$40.7 billionBillionaire investor:Caxton AssociatesPercent of portfolio:9.4%Billionaire philanthropist Bruce Kovner, with an estimated net worth of $6.6 billion, retired from his management role at Caxton Associates a decade ago. But the hedge fund he founded continues to rake in the bucks with his global macroeconomic trading strategies.Indeed, Caxton last year closed its flagship fund to new money after posting record 40% gains during the pandemic. And the firm shows no signs of slowing down.Caxton, with AUM of $25.7 billion, has ownedAptiv(APTV, $150.42) since the first quarter of 2019, but it really went all in earlier this year.Caxton upped its stake in APTV by 61%, or 285,618 shares. Indeed, the purchase made APTV the fund's top stock pick, accounting for 9.4% of the portfolio, up from 4.2% three months ago. Caxton's 747,843 shares were worth $103.1 million at the end of Q1.Shares in Aptiv, which makes safety, connectivity and green technology for vehicles, have essentially doubled over the past 52 weeks, and analysts say they have more room to run.\"Aptiv indeed is not only benefitting from accelerating industry adoption of vehicle electrification, advanced driver-assistance systems, and connected vehicle technologies, but also achieving dominant win rates in several of these areas based on its complete system knowledge, and software-based flexible architectures,\" writes Deutsche Bank analyst Emmanuel Rosner (Buy).AdobeMarket value:$241.2 billionBillionaire investor:Atalan Capital PartnersPercent of portfolio:9.6%Atalan Capital Partners, a New York hedge fund with AUM of $2 billion, boosted its stake inAdobe(ADBE, $504.58) in Q1, which vaulted the software company into the No. 2 spot among its stock picks.Atalan increased its holdings by 38%, or 82,000 shares, in Q1, lifting its total stake to 295,000 shares worth $140.2 million as of March 31. The position accounts for 9.6% of the portfolio.Atalan first picked up ADBE in the second quarter of 2020, which was not the best timing. Shares are up just about 16% since June 30 of last year, lagging the S&P 500 by roughly 20 percentage points.That's not to say ADBE stock won't continue to be a winner in the longer run. Analysts tend to be heavily bullish on the name, thanks to its dominance in its field. After all, Adobe is the undisputed leader in making software for designers and other creative types. Its software arsenal includes Photoshop, Premiere Pro for video editing and Dreamweaver for website design, among others.\"As a result of its early-mover position and strategic M&A transactions, Adobe has established itself as the unchallenged leader in Creative software,\" writes Stifel analyst Jeffrey Parker Lane (Buy). \"We view Adobe as one of the most compelling investment cases in our coverage areas.\"The Street's consensus recommendation stands at Buy, with an annual EPS growth forecast of more than 15% over the next three to five years.Thermo Fisher ScientificMarket value:$184.5 billionBillionaire investor:Cryder Capital PartnersPercent of portfolio:9.7%Thermo Fisher Scientific(TMO, $469.50), is sometimes called the \"Amazon of the healthcare industry\" because of its wide-ranging portfolio of life sciences products, analytics and laboratory instruments.As such, it has been highly active in the fight against COVID-19, which in turn has raised its profile and investor interest. And although TMO has been a holding of Cryder Capital Partners since 2015, the hedge fund remains an incremental buyer.London-based Cryder Capital, with $1 billion in AUM, lifted its stake in TMO by 2%, or 6,398 shares, during the first three months of the year. The hedge fund now holds a total of 298,587 shares, worth $136.3 million as of March 31. Despite a high weight of 9.7%, TMO is just seventh largest among the fund's stock picks.Analysts' consensus recommendation stands at Strong Buy, according to S&P Global Market Intelligence. Argus Research is just one research shop in the bull camp.\"Thermo is seeing strong demand for COVID-19 testing solutions as well as for instruments and supplies used by developers of vaccines and other treatments,\" writes analyst David Toung (Buy). \"But the company is also investing its substantial cash flow in technology upgrades, capacity expansions and acquisitions.\"With an average target price of $557.17, the Street gives TMO stock implied upside of about 18% in the next 12 months or so.VisaMarket value:$484.8 billionBillionaire investor:Valley Forge Capital ManagementPercent of portfolio:10.2%Visa(V, $227.30) routinely makes most lists of analysts', hedge funds' or billionaires' favorite stocks.Berkshire Hathaway(BRK.B)owns a stake worth more than $2 billion, although chairman and CEO Warren Buffett readily credits the holding to one of his stock-picking lieutenants.And indeed, there is much to like about this Dow stock. Visa operates the world's largest payments network, and thus is well-positioned to benefit from the growth of cashless transactions and digital mobile payments.The Street's consensus recommendation is a high-conviction Buy. Of the analysts covering the stock tracked by S&P Global Market Intelligence, 21 call V a Strong Buy, 12 rate it at Buy, four say Hold and one calls it a Sell.Valley Forge Capital Management, a hedge fund in Wayne, Pennsylvania, with $1.1 billion in AUM, is certainly a big believer. Visa accounts for 10.2% of its equity portfolio.The fund increased its Visa stake by 88%, or 477,181 shares, in Q1. It now holds more than 1 million shares worth $215 million as of March 31. Mind you, Valley Forge Capital is hardly a novice in this stock. The fund has counted Visa among its stock picks since 2016.Although the pandemic greatly curtailed spending in a number of Visa's categories – most notably travel and entertainment – those headwinds should now be in the past. Indeed, the gradual global reopening – and accelerating secular growth in cashless payments, helped by the perception that cash is \"dirty\" – make a solid bull case for Visa stock.IntelMarket value:$230.7 billionBillionaire investor:Cavalry Management GroupPercent of portfolio:10.4%Intel(INTC, $57.12) has fallen far behind the competition on any number of fronts, which is why analysts and investors were so delighted when the chipmaker hired Pat Gelsinger, former CEO of VMWare (VMW), to take over in February.Heck, some observers said it was the best decision the troubled company made in more than a decade. And, indeed, this Dow stock has been a disappointing performer. Shares are up just 3% over the past three years vs. a gain of 54% for the S&P 500.So props to Cavalry Management Group for making a bold bet on the semiconductor company earlier this year. The San Francisco hedge fund with $2.6 billion in AUM initiated a large enough position to instantly make Intel its top stock pick.Cavalry Management bought 1.7 million shares during the first three months of 2021. With a value of $111.6 million at the end of Q1, INTC accounted for more than 10% of the hedge fund's investments.Cavalry largely focuses on large-cap tech stocks, so Intel certainly fits well with its broader strategy. Other moves the fund made in Q1 included more than tripling its stake in Microsoft, and almost doubling its holdings in Ericsson (ERIC).The Street is generally more cautious on INTC than Cavalry Management is. Analysts' consensus recommendation stands at Hold, per S&P Global Market Intelligence.PayPal HoldingsMarket value:$305.5 billionBillionaire investor:Dorsey Asset ManagementPercent of portfolio:11.8%Digital mobile payments and the expansion of cashless transactions are one of the hottest areas of growth in financial tech. And although the sector offers no shortage of promising new names, old-timerPayPal Holdings(PYPL, $260.02) still gets plenty of analyst – and billionaire investor – love.Explosive growth in mobile transactions, the monetization of its Venmo property and incremental revenue growth in its Xoom business all help make for a compelling bull case on PYPL, analysts say.\"Simply put, PayPal should continue to benefit from the secular shift to e-commerce that should drive a roughly 20% revenue compound annual growth rate (CAGR), which, coupled with margin expansion and capital allocation (mergers & acquisitions plus stock buybacks), should result in an earnings CAGR north of 20% over the next several years,\" writes Raymond James analyst John Davis, who rates the stock at Outperform (the equivalent of Buy).Dorsey Asset Management, with $1.3 billion in AUM, embraces the bull case on PYPL in a big way. The Chicago-based hedge fund increased its stake in PayPal by 81%, or 209,025 shares, in Q1. Its total holdings of 465,266 shares, worth $113 million as of March 31, comprises 11.8% of its stock investments.That's up from 7.9% of the portfolio three months ago. PYPL, which Dorsey has owned since the second quarter of 2018, is now its fifth-largest position.Analysts' consensus recommendation on the stock stands at Buy, according to S&P Global Market Intelligence.Howard HughesMarket value:$5.8 billionBillionaire investor:Bill Ackman (Pershing Square Capital)Percent of portfolio:12.1%No one doubts Bill Ackman's investing acumen. His Pershing Square Capital hedge fund has allowed the investor to amass a personal fortune of $3 billion, per Forbes.And he's never been one to shy away from the media. So his increasing stake inHoward Hughes Corp.(HHC, $105.83) is far from a state secret. Indeed, Ackman has owned shares in the master-planned community developer since it was spun off from General Growth Properties in 2010.Given Ackman's propensity for being anactivist investor, his latest purchase is eyebrow-raising news, nonetheless.The hedge-fund billionaire increased his stake in HHC by 23%, or 2.6 million shares, in Q1. Pershing Square's stake of 13.5 million shares was worth $1.3 billion at the first quarter's end.Most notably, Ackman now holds almost a quarter of HHC's shares outstanding. That makes the hedge fund the company's largest investor by a wide margin. Asset manager Vanguard, at No. 2, owns just 10.8% of HHC.Meanwhile, HHC, at 12.1% of its portfolio, is now Pershing Square Capital's sixth-largest position.For those keeping score at home, HHC stock has doubled over the past 52 weeks vs. a gain of about 38% for the S&P 500. For the year-to-date, it's up by more than a third. That compares with the broader market's gain of about 12% so far this year.Only three analysts cover HHC, according to S&P Global Market Intelligence. One rates it at Strong Buy, while the other two say Buy.Lowe'sMarket value:$137.7 billionBillionaire investor:Two Creeks Capital ManagementPercent of portfolio:12.2%Two Creeks Capital Management, a New York hedge fund with AUM of $2.8 billion, made a big addition to its stake inLowe's(LOW, $194.83) in the first quarter – a move most analysts would regard as wise.The nation's second-largest home improvement retailer after Home Depot (HD) benefited greatly from the work-from-home/stuck-at-home reality of pandemic life. Analysts say many of the do-it-yourself habits consumers adopted during COVID times are here to stay. Lowe's is also being aided by the ultra-tight housing market.The Street gives LOW a consensus recommendation of Buy. Argus Research, which counts itself in the Buy camp, says Lowe's has several strong tailwinds behind it.\"We believe that the major drivers of post-pandemic sales growth remain the same,\" writes Argus Research analyst Christopher Graja. \"There has been significant underinvestment in housing. About 70% of U.S. homes are more than 25 years old and likely in need of upgrades and repairs. Millennials are starting families.\"Income investors know the power of Lowe's dividend over the longer haul. The Dividend Aristocrat has paid a cash distribution every quarter since going public in 1961, and that dividend has increased annually for almost 60 years.The bullish investment thesis led Two Creeks to up its stake in this stock pick by 14%, or 132,811 shares, in Q1. The hedge fund's total stake of 1.1 million LOW shares, worth $200 million at the end of Q1, accounts for 12.2% of its portfolio, representing its third-largest holding.AlphabetMarket value:$1.6 trillionBillionaire investor:Metropolis CapitalPercent of portfolio:13.3%It should come as no surprise that hedge funds are big believers in Google parentAlphabet(GOOGL, $2,356,85). Metropolis Capital, a U.K.-based investor with $1.4 billion in AUM, is just one of about 225 hedge funds upping its stake in the internet giant in Q1.Metropolis thinks highly enough of the search leader that it increased its stake by 22%, or 13,679 shares. The firm now holds a total of 74,868 shares worth $154.4 million, or 13.3% of its total portfolio, as of March 31.Alphabet happens to be in good company at this hedge fund. GOOGL is Metropolis' second-largest stock pick after Berkshire Hathaway (BRK.B).If nothing else, Alphabet's pandemic performance in totality bolstered the case that GOOGL is not a one-trick pony. Its numerous other endeavors likewise shore up the case. For example, Alphabet is a key player in cloud-based services, and home to Nest Labs and self-driving car startup Waymo. Artificial intelligence, machine learning and virtual reality are other areas of heavy investment.\"We continue to favor Google as a core large-cap growth holding given the strong digital advertising backdrop, continued strength from Cloud, ongoing share repurchases (with the newly authorized $50 billion program) and a reasonable valuation,\" writes Canaccord Genuity analyst Maria Ripps (Buy).Analysts' consensus recommendation on the name stands at Strong Buy. Of the 45 analysts issuing opinions on the stock tracked by S&P Global Market Intelligence, 32 rate it at Strong Buy, 12 say Buy and one has it at Hold.Walt DisneyMarket value:$324.6 billionBillionaire investor:Kirkoswald Asset ManagementPercent of portfolio:16.5%Coronavirus took a huge bite out of some ofWalt Disney's(DIS, $178.65) most important businesses: namely, its theme parks and studios. But after encouraging quarterly results, analysts say business is set to bounce back in a big way.Disneyland and other California amusement parks have reopened with restrictions. And admissions at Florida's Disney World continue to climb.\"With mask mandates lifted and capacity constraints loosened further, we would not be surprised to see a step change in attendance in the near future,\" writes Deutsche Bank analyst Bryan Kraft (Buy).But that's nothing compared to what DIS has on its hands in thestreaming mediawars.Disney+ is a smashing success. The streaming platform, which launched in November 2019, has already amassed almost 100 million subscribers – a staggering rate of growth. Consider that Disney+ now has about half as many subscribers as Netflix (NFLX) – but Netflix had a roughly 12-year head start.Kirkoswald Asset Management, a New York hedge fund with AUM of $4 billion, decided to get in on DIS asa recovery stock pickin Q1. It initiated a stake of 5,200 shares, worth almost $1 million, during the first three months of the year.The new stake immediately made DIS its second-largest position among $5.8 million in managed securities.Most of the Street would approve of Kirkoswald's investment. Analysts have a consensus Buy recommendation on this Dow stock.Berkshire HathawayMarket value:$661.0 billionBillionaire investor:Southeast Asset AdvisorsPercent of portfolio:16.8%If you can't beat 'em, join 'em.It's hard to compete with Warren Buffett when it comes toasset allocation. As CEO and chairman ofBerkshire Hathaway(BRK.B, $289.44), he's arguably the greatest long-term investor of all time.So it's little wonder that so many hedge funds, large advisories and other billion-dollar-plus pools of money throw in their lots with the Oracle of Omaha.Southeast Asset Advisors, an investment manager and hedge fund based in Thomasville, Georgia, with $1.6 billion in AUM, has been a BRK.B shareholder since 2008. Indeed, BRK.B, at 16.8% of its portfolio, is the fund's top holding.And it's only getting bigger.Southeast increased its stake in BRK.B by 2%, or 7,747 shares, in Q1. It now holds 365,149 shares worth $93.3 million. Only Alphabet Class C shares (GOOG) come close to the firm's BRK.B stake, accounting for 11.7% of the portfolio.BRK.B has been an outstanding performer both in 2021 and over the past 52 weeks. The stock is up 25% for the year-to-date, essentially doubling the S&P 500's gains. And over the past year? BRK.B returned 57% vs. a price increase of less than 40% for the broad-market gauge.Only four analysts cover BRK.B stock, per S&P Global Market Intelligence. Their consensus recommendation comes to Buy.AlibabaMarket value:$580.4 billionBillionaire investor:Conifer ManagementPercent of portfolio:20.7%Conifer Management, a New York hedge fund with $7.7 billion in AUM, has more than a fifth of its portfolio invested in Chinese e-commerce giantAlibaba(BABA, $213.96).Indeed, after upping its stake by 147%, or 884,845 shares, in Q1, BABA is Conifer's top holding. Its total stake of 1.5 million shares was worth $336.7 million at the end of the first quarter.Conifer initiated its stake in BABA only in the final quarter of last year. To the hedge fund's credit, this stock pick is a highly defensible investment idea.Alibaba is sometimes called the Amazon of China. There are important differences between the two, but they do share the enviable trait of being undisputed titans ine-commerce.And like Amazon, Alibaba has never shied away from investing heavily to both build out its existing businesses and enter new ones. As a result, BABA finds itself spreading beyond its core e-commerce business into cloud computing, digital payments and more.It also helps that BABA and investors can now move past a $2.75 billion fine imposed by Chinese regulators for violating anti-monopoly laws.Some analysts worry about decelerating revenue in the company's cloud services business, but the majority of the Street sees recent share-price weakness as a buying opportunity.The consensus recommendation of 49 analysts tracked by S&P Global Market Intelligence comes to Strong Buy on BABA stock.MastercardMarket value:$357.4 billionBillionaire investor:Valley Forge Capital ManagementPercent of portfolio:22.6%If Valley Forge Capital Management likes Visa – as noted above – it absolutely adores competitorMastercard(MA, $360.58).The Wayne, Pennsylvania-based hedge fund with $1.1 billion in AUM almost doubled its stake in this stock pick in the first quarter. And with more than a fifth of its portfolio tied up in the payments processor, Mastercard is Valley Forge's top holding.The hedge fund bought another 665,544 shares, representing a 98% increase, in Q1, bringing its total holdings to 1.3 million shares. The position was worth $477.9 million as of March 31.Valley Forge, which owns 0.14% of MA's shares outstanding, has been an investor in the company since 2016. It's a bet that appears to have done quite well. Mastercard stock's five-year total return – price appreciation plus dividends – comes to 30.8%, according to Morningstar data. That beats its sector by 5.7 percentage points and leads the broader market by 13.4 percentage points.Like Visa, Mastercard has relentless growth in digital mobile payments and other cashless transactions at its back.\"Mastercard is a key beneficiary of the long-term secular shift toward electronic forms of payments, and that new technology is helping accelerate the shift,\" writes William Blair analyst Robert Napoli (Outperform)And, just like Visa, MA has a lot of fans on the Street. Analysts' consensus recommendation stands at Buy.FacebookMarket value:$932.1 billionBillionaire investor:Altarock PartnersPercent of portfolio:24.4%There's a strong bull case to be made forFacebook(FB, $328.73), the social media giant that forms a digital-ad duopoly with Google. Just ask Altarock Partners.This hedge fund, based in Beverly, Massachusetts, with AUM of $3.1 billion, has almost a quarter of its portfolio socked away in Facebook stock. After buying another 465,800 shares, a 27% increase, in Q1, the hedge fund is sitting on 2.2 million shares worth $641.4 million as of March 31.That makes FB Altarock's second-largest holding.And just who is at No. 1?None other than Google parent Alphabet, which commands 25.1% of Altarock's investment portfolio.The hedge fund first bought FB in the fourth quarter of last year, so it's building up its position on the stock pick pretty rapidly. And well it should, if analysts are right about this name.The Street's consensus recommendation on FB stands at Strong Buy, as analysts forecast the company to deliver truly impressive profit growth for some time.\"We believe Facebook's share gains during the pandemic and new initiatives in e-commerce can drive many years of above-market growth,\" writes Stifel analyst John Egbert (Buy). \"We are comfortable with the potential outcomes of antitrust inquiries and believe FB shares offer investors a rare combination of growth and value relative to its peers.\"SeagenMarket value:$28.2 billionBillionaire investor:Felix and Julian Baker (Baker Bros. Advisors)Percent of portfolio:29.7%Seagen(SGEN, $155.35), a biotechnology firm specializing in oncology treatments, couldn't get a bigger vote of confidence than being the top holding of Baker Bros. Advisors.This New York-based hedge fund with $35.8 billion in AUM is led by billionaire biotech investors Julian and Felix Baker. The brothers may keep a low profile, but they're plenty famous in the world ofbiotech stocks. A series of successful investments have allowed the Bakers to build an estimated combined fortune of about $4 billion, according to Forbes.And judging by their latest regulatory filings, the brothers have great expectations for Seagen, too. The stock pick accounts for nearly 30% of the total value of the Baker Bros.' holdings, up from 28.5% three months ago.The increase stems in part from Baker Bros. buying another 347,745 shares in SGEN in the first quarter of 2021. The fund's total holdings of 47.6 million shares were worth more than $7 billion at the end of Q1.The stake gives Baker Bros. ownership of 26.3% of SGEN's shares outstanding, which makes it the biotech company's largest shareholder by a wide margin. The second-largest investor – Capital Research and Management – holds only 8.6% of SGEN's shares outstanding.The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.TRENDING TOPICSTRENDING ARTICLES","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570063321997588","authorId":"3570063321997588","name":"hitithard","avatar":"https://static.tigerbbs.com/309ce7b357018aa7b946332c2fe8725c","crmLevel":6,"crmLevelSwitch":0,"idStr":"3570063321997588","authorIdStr":"3570063321997588"},"content":"Comment on my comment","text":"Comment on my comment","html":"Comment on my comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110753869,"gmtCreate":1622505776751,"gmtModify":1704185162112,"author":{"id":"3556329315079497","authorId":"3556329315079497","name":"Tslverde","avatar":"https://static.tigerbbs.com/5f52f5991ed363792008cd868f78181c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556329315079497","authorIdStr":"3556329315079497"},"themes":[],"htmlText":"Down trend? Yes or no","listText":"Down trend? Yes or no","text":"Down trend? Yes or no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/110753869","repostId":"1163643126","repostType":4,"repost":{"id":"1163643126","kind":"news","pubTimestamp":1622501861,"share":"https://ttm.financial/m/news/1163643126?lang=&edition=fundamental","pubTime":"2021-06-01 06:57","market":"hk","language":"en","title":"U.S futures start month slightly lower after major indexes saw gains in May","url":"https://stock-news.laohu8.com/highlight/detail?id=1163643126","media":"CNBC","summary":"Stock futures are slightly lower in overnight trading after major indexes saw gains in May.Futures o","content":"<div>\n<p>Stock futures are slightly lower in overnight trading after major indexes saw gains in May.Futures on the Dow Jones Industrial Average fell 35 points, or 0.10%. S&P 500 futures shed 0.09% and Nasdaq ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/31/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S futures start month slightly lower after major indexes saw gains in May</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\">\nU.S futures start month slightly lower after major indexes saw gains in May\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 06:57 GMT+8 <a href=https://www.cnbc.com/2021/05/31/stock-market-futures-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock futures are slightly lower in overnight trading after major indexes saw gains in May.Futures on the Dow Jones Industrial Average fell 35 points, or 0.10%. S&P 500 futures shed 0.09% and Nasdaq ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/31/stock-market-futures-open-to-close-news.html\">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.cnbc.com/2021/05/31/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1163643126","content_text":"Stock futures are slightly lower in overnight trading after major indexes saw gains in May.Futures on the Dow Jones Industrial Average fell 35 points, or 0.10%. S&P 500 futures shed 0.09% and Nasdaq 100 futures ticked 0.03% lower.The moves in overnight trading come after the blue-chip Dow and the S&P 500 gained 1.93% and 0.55% in May, respectively, to mark their fourth consecutive positive month. The S&P 500 closed Friday just 0.8% off its record high.The small cap Russell 2000 rose 0.11% in May to post its eighth positive month in a row — its longest monthly win streak since 1995.The Nasdaq gained 2.06% last week to post its best weekly performance since April. However, the tech-heavy composite lost 1.53% in May, breaking a 6-month win streak.A key inflation gauge — the core personal consumption expenditures index — rose 3.1% in April from a year earlier, faster than the forecasted 2.9% increase. Despite the hotter-than-expected inflation data,treasury yields fell on Friday.\"Overall, given the market's reaction to [Friday]'s PCE release, investor concerns about inflation may have been exaggerated — or perhaps already priced in,\" Chris Hussey, a managing director at Goldman Sachs, said in a note.\"Consensus may be building that the inflation we are seeing today is 'good' inflation — the kind of rise in prices that accompanies accelerating growth, not a monetary policy mistake,\" Hussey said.Investors are awaiting the Federal Reserve's meeting scheduled for June 15-16. Key for the markets is whether the Fed begins to believe that inflation is higher than it expected or that the economy is strengthening enough to progress without so much monetary support.May’s employment report, set to be released on Friday, will provide a key reading of the economy. According to Dow Jones, economists expect to see about 674,000 jobs created in May, after the muchfewer-than-expected 266,000 jobsadded in April.Zoom Video Communications and Hewlett Packard Enterpriseare set to report quarterly earnings results on Tuesday after the bell.— CNBC’s Patti Domm contributed reporting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
