LWayne personal page - To The Moon

LWayne

LWayne

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2022-11-13

$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ BullishBullishok, now is the time , at least for short term. Looking at current market volatility, lower cpi from expected is not low cpi, anything can heppen anytime, like FED announcement... Etc. Only knows when the time has come. At the moment enjoy the ride. If you intend to buy for long term investment, can check with other post for consideration ya. 😆

2022-09-28

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ what is the reason to go through this name change and how would this affect the share price? Nothing fundamental has changed.Ascendas REIT (A-REIT), Ascott Residence Trust (ART) and Ascendas India Trust (a-iTrust), which are all owned by CapitaLand Investment, have changed their names with effect from Sept 27.A-REIT will now be known as CapitaLand Ascendas REIT (CLAR) with a new counter name, CapLand Ascendas REIT. The REIT's counter code of A17U remains unchanged.Full report:https://www.theedgesingapore.com/news/reits/ascott-residence-trust-and-ascendas-india-trust-undergo-name-changes

2022-09-26

Have been having trouble everyday trying to earn the coins from giving warm-up comments and likes when so difficult to wait for eligible posts to appear, any advice?

2022-10-31

Ok

Singapore Bourse Expected To Extend Winning Streak

2021-07-05

Come, let's rock

China's medical device maker Zylox-Tonbridge shines in Hong Kong debut

2021-09-12

Buy Bershire

Got $1,000? 4 Buffett Stocks to Buy and Hold Forever

2021-06-08

Wait a bit longer to see.

Most of semiconductor stocks fell in morning trading

2022-10-24

That means stock movement no clear direction, also means, at the mercy of the market.

Philips Reports Q3 Mixed Earnings; Issues Q4 Soft Guidance

2022-03-15

$Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$hopeless

2022-02-05

Question, is this a correction or bear market right now?

Is It Time to Buy the S&P 500's 4 Worst-Performing Stocks?

2022-09-03

Intel? Now? Hmmm....

3 Dow Stocks That Are Screaming Buys in September

2021-08-21

Bull is over

Sorry, the original content has been removed

2021-07-19

Of course, if not, expecting big banks become smaller and small banks become bigger?

Big banks are getting even bigger, raising alarms in Washington

2021-05-21

Is your time horizon a very short time frame?

5 Winning Stocks and 5 Losing Stocks to Watch Right Now

2022-11-30

$HAW PAR CORP LTD(H02.SI)$ another manipulated counter

2022-02-04

Investors don't buy his story ?

Ford CEO Jim Farley Touts F-150 Lightning's Readiness To Rival Tesla Model Y

2021-08-21

Buy those on uptrend or falling?

Buy the pullback in chip stocks — and focus on these 6 companies for the long haul

2021-07-19

Ya, scared. Please sell all and hold on to your cash

Investors are very scared even with stocks near record highs

Go to Tiger App to see more news

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post.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232529962733824","repostId":"2375696163","repostType":2,"repost":{"id":"2375696163","kind":"highlight","pubTimestamp":1697415953,"share":"https://ttm.financial/m/news/2375696163?lang=&edition=fundamental","pubTime":"2023-10-16 08:25","market":"us","language":"en","title":"The past five years for Thai Beverage (SGX:Y92) investors has not been profitable","url":"https://stock-news.laohu8.com/highlight/detail?id=2375696163","media":"Simply Wall St.","summary":"In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...","content":"<html><body><div><p> In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market index fund.  But the main game is to find enough winners to more than offset the losers  At this point some shareholders may be questioning their investment in <strong>Thai Beverage Public Company Limited</strong> (SGX:Y92), since the last five years saw the share price fall 15%.     </p><p> Now let's have a look at the company's fundamentals, and see if the long term shareholder return has matched the performance of the underlying business.  </p><p><span> See our latest analysis for Thai Beverage </span></p> <p> To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine.  One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). </p> <p> During the unfortunate half decade during which the share price slipped, Thai Beverage actually saw its earnings per share (EPS) improve by 0.2% per year.  So it doesn't seem like EPS is a great guide to understanding how the market is valuing the stock.  Alternatively, growth expectations may have been unreasonable in the past. </p> <p> Given EPS is up and the share price is down, it's clear the market is more concerned about the business than it was previously.  Generally speaking, though, if the company can keep growing EPS then the share price will eventually follow. </p><p> You can see below how EPS has changed over time (discover the exact values by clicking on the image). </p><figure><img height=\"520\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/27339980-earnings-per-share-growth-1-dark/1697415943851\" width=\"821\"/><figcaption>SGX:Y92 Earnings Per Share Growth October 16th 2023</figcaption></figure><p> We know that Thai Beverage has improved its bottom line lately, but is it going to grow revenue?  Check if analysts think Thai Beverage will grow revenue in the future. </p> <h2>What About Dividends?</h2><p> As well as measuring the share price return, investors should also consider the total shareholder return (TSR).  The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested.  Arguably, the TSR gives a more comprehensive picture of the return generated by a stock.  As it happens, Thai Beverage's TSR for the last 5 years was -2.4%, which exceeds the share price return mentioned earlier.  The dividends paid by the company have thusly boosted the <em>total</em> shareholder return. </p> <h2>A Different Perspective</h2><p> Thai Beverage shareholders are up 0.9% for the year (even including dividends).  But that was short of the market average.    But at least that's still a gain! Over five years the TSR has been a reduction of 0.5% per year, over five years.  It could well be that the business is stabilizing.        I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too.   Case in point: We've spotted  <strong> 2 warning signs for Thai Beverage</strong>  you should be aware of, and 1 of them is significant.    </p><p> If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this <strong>free</strong> list of companies that have proven they can grow earnings. </p><p><em>Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Singaporean exchanges.</em></p><div><h3>Valuation is complex, but we're helping make it simple.</h3><p>Find out whether Thai Beverage is potentially over or undervalued by checking out our comprehensive analysis, which includes <strong>fair value estimates, risks and warnings, dividends, insider transactions and financial health.</strong></p>View the Free Analysis</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_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>The past five years for Thai Beverage (SGX:Y92) investors has not been profitable</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 past five years for Thai Beverage (SGX:Y92) investors has not been profitable\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-16 08:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-y92/thai-beverage-shares/news/the-past-five-years-for-thai-beverage-sgxy92-investors-has-n><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market index fund.  But the main game is to find enough winners to more than offset the ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-y92/thai-beverage-shares/news/the-past-five-years-for-thai-beverage-sgxy92-investors-has-n\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/5112000-choice1-main-header/1585186807175","relate_stocks":{"BK6523":"ESG概念","LU0048621477.USD":"富达泰国基金A","BK6509":"食品和饮料股","Y92.SI":"泰国酿酒","BK6080":"酿酒商与葡萄酒商","SG9999002950.SGD":"United Asian Growth Opportunities SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0348798264.USD":"ALLIANZ THAILAND EQUITY\"A\" (USD) INC","LU0205439572.USD":"富达亚太股息基金"},"source_url":"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-y92/thai-beverage-shares/news/the-past-five-years-for-thai-beverage-sgxy92-investors-has-n","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375696163","content_text":"In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market index fund.  But the main game is to find enough winners to more than offset the losers  At this point some shareholders may be questioning their investment in Thai Beverage Public Company Limited (SGX:Y92), since the last five years saw the share price fall 15%.      Now let's have a look at the company's fundamentals, and see if the long term shareholder return has matched the performance of the underlying business.   See our latest analysis for Thai Beverage   To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine.  One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS).   During the unfortunate half decade during which the share price slipped, Thai Beverage actually saw its earnings per share (EPS) improve by 0.2% per year.  So it doesn't seem like EPS is a great guide to understanding how the market is valuing the stock.  Alternatively, growth expectations may have been unreasonable in the past.   Given EPS is up and the share price is down, it's clear the market is more concerned about the business than it was previously.  Generally speaking, though, if the company can keep growing EPS then the share price will eventually follow.  You can see below how EPS has changed over time (discover the exact values by clicking on the image). SGX:Y92 Earnings Per Share Growth October 16th 2023 We know that Thai Beverage has improved its bottom line lately, but is it going to grow revenue?  Check if analysts think Thai Beverage will grow revenue in the future.  What About Dividends? As well as measuring the share price return, investors should also consider the total shareholder return (TSR).  The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested.  Arguably, the TSR gives a more comprehensive picture of the return generated by a stock.  As it happens, Thai Beverage's TSR for the last 5 years was -2.4%, which exceeds the share price return mentioned earlier.  The dividends paid by the company have thusly boosted the total shareholder return.  A Different Perspective Thai Beverage shareholders are up 0.9% for the year (even including dividends).  But that was short of the market average.    But at least that's still a gain! Over five years the TSR has been a reduction of 0.5% per year, over five years.  It could well be that the business is stabilizing.        I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too.   Case in point: We've spotted   2 warning signs for Thai Beverage  you should be aware of, and 1 of them is significant.     If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this free list of companies that have proven they can grow earnings. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Singaporean exchanges.Valuation is complex, but we're helping make it simple.Find out whether Thai Beverage is potentially over or undervalued by checking out our comprehensive analysis, which includes fair value estimates, risks and warnings, dividends, insider transactions and financial health.View the Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. 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He has accused the company of under performing financially, despite its global scale and collection of powerful entertainment brands.Analysts estimate Disney+ will have 163 million subscribers, down modestly from the previous quarter. Disney hit a 52 week low, the management is not fulfilling its fiduciary responsibility while pushing Trans and social issues. Go Woke, Go Broke.","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a> Investors want to see CEO Iger's revival plan.Iger is under pressure from investor Nelson Peltz to place him on the board. He has accused the company of under performing financially, despite its global scale and collection of powerful entertainment brands.Analysts estimate Disney+ will have 163 million subscribers, down modestly from the previous quarter. Disney hit a 52 week low, the management is not fulfilling its fiduciary responsibility while pushing Trans and social issues. 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Looking at current market volatility, lower cpi from expected is not low cpi, anything can heppen anytime, like FED announcement... Etc. Only knows when the time has come. At the moment enjoy the ride. If you intend to buy for long term investment, can check with other post for consideration ya. 😆","listText":"<a href=\"https://ttm.financial/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishok, now is the time , at least for short term. Looking at current market volatility, lower cpi from expected is not low cpi, anything can heppen anytime, like FED announcement... Etc. Only knows when the time has come. At the moment enjoy the ride. If you intend to buy for long term investment, can check with other post for consideration ya. 😆","text":"$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ BullishBullishok, now is the time , at least for short term. Looking at current market volatility, lower cpi from expected is not low cpi, anything can heppen anytime, like FED announcement... Etc. Only knows when the time has come. At the moment enjoy the ride. If you intend to buy for long term investment, can check with other post for consideration ya. 😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":68,"commentSize":46,"repostSize":0,"link":"https://ttm.financial/post/9969045209","isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4116249298944432","authorId":"4116249298944432","name":"Vikedios","avatar":"https://community-static.tradeup.com/news/9e70ddf3d10ac3b9777b322aadde9c2b","crmLevel":9,"crmLevelSwitch":1,"idStr":"4116249298944432","authorIdStr":"4116249298944432"},"content":"really extremely hard to predict the bottom to DCA","text":"really extremely hard to predict the bottom to DCA","html":"really extremely hard to predict the bottom to DCA"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918188775,"gmtCreate":1664334095197,"gmtModify":1676537435660,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> what is the reason to go through this name change and&nbsp;how would this affect the share price? Nothing fundamental has changed.Ascendas REIT (A-REIT), Ascott Residence Trust (ART) and Ascendas India Trust (a-iTrust), which are all owned by CapitaLand Investment, have changed their names with effect from Sept 27.A-REIT will now be known as CapitaLand Ascendas REIT (CLAR) with a new counter name, CapLand Ascendas REIT. The REIT's counter code of A17U remains unchanged.Full report:https://www.theedgesingapore.com/news/reits/ascott-residence-trust-and-ascendas-india-trust-undergo-name-changes","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> what is the reason to go through this name change and&nbsp;how would this affect the share price? Nothing fundamental has changed.Ascendas REIT (A-REIT), Ascott Residence Trust (ART) and Ascendas India Trust (a-iTrust), which are all owned by CapitaLand Investment, have changed their names with effect from Sept 27.A-REIT will now be known as CapitaLand Ascendas REIT (CLAR) with a new counter name, CapLand Ascendas REIT. The REIT's counter code of A17U remains unchanged.Full report:https://www.theedgesingapore.com/news/reits/ascott-residence-trust-and-ascendas-india-trust-undergo-name-changes","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ what is the reason to go through this name change and how would this affect the share price? Nothing fundamental has changed.Ascendas REIT (A-REIT), Ascott Residence Trust (ART) and Ascendas India Trust (a-iTrust), which are all owned by CapitaLand Investment, have changed their names with effect from Sept 27.A-REIT will now be known as CapitaLand Ascendas REIT (CLAR) with a new counter name, CapLand Ascendas REIT. The REIT's counter code of A17U remains unchanged.Full report:https://www.theedgesingapore.com/news/reits/ascott-residence-trust-and-ascendas-india-trust-undergo-name-changes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9918188775","isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575673754947065","authorId":"3575673754947065","name":"Nana_seven","avatar":"https://static.tigerbbs.com/cbfa864cf0a3b766b4090b0ad3b67e69","crmLevel":5,"crmLevelSwitch":0,"idStr":"3575673754947065","authorIdStr":"3575673754947065"},"content":"I guess capitaland is a more wellknown brand than those individual name themseleves.","text":"I guess capitaland is a more wellknown brand than those individual name themseleves.","html":"I guess capitaland is a more wellknown brand than those individual name themseleves."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911630864,"gmtCreate":1664189265158,"gmtModify":1676537406082,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Have been having trouble everyday trying to earn the coins from giving warm-up&nbsp;comments and likes when so difficult to wait for eligible&nbsp;posts to appear, any advice?","listText":"Have been having trouble everyday trying to earn the coins from giving warm-up&nbsp;comments and likes when so difficult to wait for eligible&nbsp;posts to appear, any advice?","text":"Have been having trouble everyday trying to earn the coins from giving warm-up comments and likes when so difficult to wait for eligible posts to appear, any advice?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":2,"link":"https://ttm.financial/post/9911630864","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577965120664925","authorId":"3577965120664925","name":"SR050321","avatar":"https://community-static.tradeup.com/news/7a02781de36c0ac0f4851adb1cee54ff","crmLevel":2,"crmLevelSwitch":0,"idStr":"3577965120664925","authorIdStr":"3577965120664925"},"content":"I do in morning otw to office or lunch time still have chance if check few hour once, difficult if night time after 9 pm or weekends 🙂","text":"I do in morning otw to office or lunch time still have chance if check few hour once, difficult if night time after 9 pm or weekends 🙂","html":"I do in morning otw to office or lunch time still have chance if check few hour once, difficult if night time after 9 pm or weekends 🙂"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982623323,"gmtCreate":1667176110562,"gmtModify":1676537870486,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9982623323","repostId":"1196117566","repostType":4,"repost":{"id":"1196117566","kind":"news","pubTimestamp":1667174885,"share":"https://ttm.financial/m/news/1196117566?lang=&edition=fundamental","pubTime":"2022-10-31 08:08","market":"us","language":"en","title":"Singapore Bourse Expected To Extend Winning Streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1196117566","media":"rtt news","summary":"The Singapore stock market has finished higher in four straight sessions, collecting more than 90 po","content":"<html><head></head><body><p>The Singapore stock market has finished higher in four straight sessions, collecting more than 90 points or 3 percent along the way. The Straits Times Index now rests just beneath the 3,060-point plateau and it&#39;s tipped to open in the green again on Monday.</p><p>The global forecast for the Asianmarketsis upbeat, fueled by solid earnings news among technology shares. The European markets were mixed and the U.S. bourses were sharply higher and the Asian markets are also tipped to open in the green.</p><p>The STI finished sharply higher on Friday following gains from the financial shares and mixed performances from the property stocks and industrials.</p><p>For the day, the index jumped 43.95 points or 1.46 percent to finish at 3,059.19 after trading between 3,025.93 and 3,071.38. Volume was 1.9 billion shares worth 1.6 billion Singapore dollars. There were 271 decliners and 247 gainers.</p><p>Among the actives, Ascendas REIT added 0.38 percent, while CapitaLand Integrated Commercial Trust tumbled 1.56 percent, CapitaLand Investment plunged 3.19 percent, City Developments and Hongkong Land both dipped 0.26 percent, DBS Group spiked 2.96 percent, Emperador retreated 1.02 percent, Genting Singapore lost 0.63 percent, Keppel Corp surged 4.66 percent, Mapletree Pan Asia Commercial Trust climbed 0.60 percent, Mapletree Industrial Trust skidded 0.89 percent, Mapletree Logistics Trust sank 0.65 percent, Oversea-Chinese Banking Corporation jumped 1.78 percent, SATS declined 1.52 percent, SembCorp Industries rose 0.35 percent, SingTel rallied 1.66 percent, United Overseas Bank soared 4.00 percent, Wilmar International fell 0.55 percent, Yangzijiang Financial plummeted 4.41 percent, Yangzijiang Shipbuilding tanked 2.42 percent and Singapore Technologies Engineering, Thai Beverage, Comfort DelGro and UOL Group were unchanged.</p><p>The lead from Wall Street is broadly positive as the major averages opened slightly higher on Friday but accelerated throughout the day, ending near session highs.</p><p>The Dow surged 828.50 points or 2.59 percent to finish at 32,861.80, while the NASDAQ soared 309.75 points or 2.87 percent to end at 11,102.45 and the S&amp;P 500 jumped 93.76 points or 2.46 percent to close at 3,901.06.</p><p>For the week, the Dow spiked 5.7 percent, the S&amp;P 500 jumped 4.0 percent and the NASDAQ rallied 2.2 percent.</p><p>Traders reacted positively to strong earnings news from the likes of semiconductor giant Intel (INTC), Apple (AAPL) and energy giant Exxon Mobil (XOM).</p><p>Buying interest may also have been generated by a Commerce Department report showing core consumer price growth accelerated less than expected in September - which may encourage the Federal Reserve to slow the pace of its interest rate hikes.</p><p>Oil prices drifted lower on Friday as worries about the outlook for energy demand resurfaced due to increased Covid-19 restrictions in parts of China. West Texas Intermediate Crude oil futures for December slumped $1.18 or 1.3 percent at $87.90 a barrel. WTI crude futures gained more than 3 percent in the week.</p></body></html>","source":"lsy1637539882596","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>Singapore Bourse Expected To Extend Winning Streak</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\">\nSingapore Bourse Expected To Extend Winning Streak\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 08:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3321277/singapore-bourse-expected-to-extend-winning-streak.aspx?type=acom><strong>rtt news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has finished higher in four straight sessions, collecting more than 90 points or 3 percent along the way. The Straits Times Index now rests just beneath the 3,060-point ...</p>\n\n<a href=\"https://www.rttnews.com/3321277/singapore-bourse-expected-to-extend-winning-streak.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3321277/singapore-bourse-expected-to-extend-winning-streak.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196117566","content_text":"The Singapore stock market has finished higher in four straight sessions, collecting more than 90 points or 3 percent along the way. The Straits Times Index now rests just beneath the 3,060-point plateau and it's tipped to open in the green again on Monday.The global forecast for the Asianmarketsis upbeat, fueled by solid earnings news among technology shares. The European markets were mixed and the U.S. bourses were sharply higher and the Asian markets are also tipped to open in the green.The STI finished sharply higher on Friday following gains from the financial shares and mixed performances from the property stocks and industrials.For the day, the index jumped 43.95 points or 1.46 percent to finish at 3,059.19 after trading between 3,025.93 and 3,071.38. Volume was 1.9 billion shares worth 1.6 billion Singapore dollars. There were 271 decliners and 247 gainers.Among the actives, Ascendas REIT added 0.38 percent, while CapitaLand Integrated Commercial Trust tumbled 1.56 percent, CapitaLand Investment plunged 3.19 percent, City Developments and Hongkong Land both dipped 0.26 percent, DBS Group spiked 2.96 percent, Emperador retreated 1.02 percent, Genting Singapore lost 0.63 percent, Keppel Corp surged 4.66 percent, Mapletree Pan Asia Commercial Trust climbed 0.60 percent, Mapletree Industrial Trust skidded 0.89 percent, Mapletree Logistics Trust sank 0.65 percent, Oversea-Chinese Banking Corporation jumped 1.78 percent, SATS declined 1.52 percent, SembCorp Industries rose 0.35 percent, SingTel rallied 1.66 percent, United Overseas Bank soared 4.00 percent, Wilmar International fell 0.55 percent, Yangzijiang Financial plummeted 4.41 percent, Yangzijiang Shipbuilding tanked 2.42 percent and Singapore Technologies Engineering, Thai Beverage, Comfort DelGro and UOL Group were unchanged.The lead from Wall Street is broadly positive as the major averages opened slightly higher on Friday but accelerated throughout the day, ending near session highs.The Dow surged 828.50 points or 2.59 percent to finish at 32,861.80, while the NASDAQ soared 309.75 points or 2.87 percent to end at 11,102.45 and the S&P 500 jumped 93.76 points or 2.46 percent to close at 3,901.06.For the week, the Dow spiked 5.7 percent, the S&P 500 jumped 4.0 percent and the NASDAQ rallied 2.2 percent.Traders reacted positively to strong earnings news from the likes of semiconductor giant Intel (INTC), Apple (AAPL) and energy giant Exxon Mobil (XOM).Buying interest may also have been generated by a Commerce Department report showing core consumer price growth accelerated less than expected in September - which may encourage the Federal Reserve to slow the pace of its interest rate hikes.Oil prices drifted lower on Friday as worries about the outlook for energy demand resurfaced due to increased Covid-19 restrictions in parts of China. West Texas Intermediate Crude oil futures for December slumped $1.18 or 1.3 percent at $87.90 a barrel. WTI crude futures gained more than 3 percent in the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155757897,"gmtCreate":1625456255219,"gmtModify":1703742065526,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Come, let's rock","listText":"Come, let's rock","text":"Come, let's rock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/155757897","repostId":"2149381898","repostType":4,"repost":{"id":"2149381898","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":1625454731,"share":"https://ttm.financial/m/news/2149381898?lang=&edition=fundamental","pubTime":"2021-07-05 11:12","market":"hk","language":"en","title":"China's medical device maker Zylox-Tonbridge shines in Hong Kong debut","url":"https://stock-news.laohu8.com/highlight/detail?id=2149381898","media":"Reuters","summary":"** Shares of China's medical device manufacturer Zylox-Tonbridge Medical Technology Co Ltd trade as ","content":"<p>** Shares of China's medical device manufacturer Zylox-Tonbridge Medical Technology Co Ltd trade as high as HK$58.75 in their Hong Kong debut, up 37.6% from the IPO price of HK$42.70 apiece</p>\n<p>** Stock is third most actively traded by turnover</p>\n<p>** The Zhejiang-based maker of medical devices for treatment of neuro and peripheral vascular diseases offered 60 mln H shares in its Hong Kong IPO, raising HK$2.56 bln ($329.6 mln) for R&amp;D, production, commercialization of core products</p>\n<p>** The Hong Kong Hang Seng Commerce &amp; Industry Index slips 0.8%, while the healthcare index gains 0.1%</p>\n<p>** The Hang Seng China Enterprises Index slides 0.7%, and the benchmark index edges down 0.1%</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>China's medical device maker Zylox-Tonbridge shines in Hong Kong debut</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\">\nChina's medical device maker Zylox-Tonbridge shines in Hong Kong debut\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\">2021-07-05 11:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>** Shares of China's medical device manufacturer Zylox-Tonbridge Medical Technology Co Ltd trade as high as HK$58.75 in their Hong Kong debut, up 37.6% from the IPO price of HK$42.70 apiece</p>\n<p>** Stock is third most actively traded by turnover</p>\n<p>** The Zhejiang-based maker of medical devices for treatment of neuro and peripheral vascular diseases offered 60 mln H shares in its Hong Kong IPO, raising HK$2.56 bln ($329.6 mln) for R&amp;D, production, commercialization of core products</p>\n<p>** The Hong Kong Hang Seng Commerce &amp; Industry Index slips 0.8%, while the healthcare index gains 0.1%</p>\n<p>** The Hang Seng China Enterprises Index slides 0.7%, and the benchmark index edges down 0.1%</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02190":"归创通桥-B"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149381898","content_text":"** Shares of China's medical device manufacturer Zylox-Tonbridge Medical Technology Co Ltd trade as high as HK$58.75 in their Hong Kong debut, up 37.6% from the IPO price of HK$42.70 apiece\n** Stock is third most actively traded by turnover\n** The Zhejiang-based maker of medical devices for treatment of neuro and peripheral vascular diseases offered 60 mln H shares in its Hong Kong IPO, raising HK$2.56 bln ($329.6 mln) for R&D, production, commercialization of core products\n** The Hong Kong Hang Seng Commerce & Industry Index slips 0.8%, while the healthcare index gains 0.1%\n** The Hang Seng China Enterprises Index slides 0.7%, and the benchmark index edges down 0.1%","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888904366,"gmtCreate":1631419058155,"gmtModify":1676530544984,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Buy Bershire","listText":"Buy Bershire","text":"Buy Bershire","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/888904366","repostId":"2166377772","repostType":4,"repost":{"id":"2166377772","kind":"highlight","pubTimestamp":1631412043,"share":"https://ttm.financial/m/news/2166377772?lang=&edition=fundamental","pubTime":"2021-09-12 10:00","market":"us","language":"en","title":"Got $1,000? 4 Buffett Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2166377772","media":"Motley Fool","summary":"Strengthen your portfolio by following Warren Buffett's lead on these stocks.","content":"<p>When Warren Buffett took over <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,200 -- good for growth of approximately 2,226,200% across the stretch. With that kind of incredible performance, it's no wonder he's widely considered one of history's best investors.</p>\n<p>Berkshire stock's massive size means that its days of explosive growth are probably in the rearview, but investors will likely still be able to bank strong gains by following moves made by the company and its chief executive officer. Read on for a look at four Buffett-backed stocks that look primed to deliver wins over the long term.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7e64d08376131e83c6ddb13b24638e8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: The Motley Fool.</span></p>\n<h2>1. Berkshire Hathaway</h2>\n<p>If you want to replicate The Oracle of Omaha's investing strategy, the single best way to do it is owning Berkshire Hathaway stock. Led by Buffett, vice chairman Charlie Munger, and a team of expert analysts, Berkshire stands as one of the best-managed investment conglomerates of the last half-century.</p>\n<p>Berkshire Hathaway has sector-spanning investment holdings and a legendary management team, so buying its stock is a top way to add a combination of diversified, relatively low-risk holdings to your portfolio. Investing in the company provides a convenient, trustworthy vehicle for broad exposure to the stock market and an equity stake in other businesses and assets under Berkshire's corporate umbrella.</p>\n<p>In addition to the other stocks profiled in this article, Berkshire Hathaway gives investors exposure to companies including <b>Coca-Cola</b>, <b>Bank of America</b>, <b>American Express</b>, and many others. While Berkshire has a reputation for focusing on value plays in time-tested business categories, the company has gradually been shifting to accommodate a more tech-focused approach to investing. Buffett's and Munger's investing philosophy still plays a key role in shaping the company's direction, but Berkshire is also building positions in future-oriented tech players, and that should work to the advantage of long-term shareholders.</p>\n<h2>2. Apple</h2>\n<p><b>Apple</b> (NASDAQ:AAPL) stands as the single largest stock holding in the Berkshire Hathaway portfolio. While Buffett is known to have been generally averse to tech stocks due to their complicated businesses and growth-dependent valuations, that's started to change in recent years, and his company has been adding more tech stocks to its holdings. Berkshire's big investments in Apple can be seen as leading the company's emerging tech foundations.</p>\n<p>Apple has built one of the strongest brands in the consumer hardware space, and that's also paved the way for a robust software and subscription services ecosystem. Apple will likely continue to command forefront positions in the mobile hardware and software spaces, and it stands out as a likely beneficiary of emerging long-term growth trends, including wearable computing, 5G, and augmented reality.</p>\n<h2>3. Verizon</h2>\n<p>Buffett is known for liking businesses that have strong brand strength, and <b>Verizon</b> (NYSE:VZ) certainly ticks that box. The telecommunications company has America's largest wireless subscriber base, and it regularly wins awards for having the industry's best network coverage and customer service. With 5G availability still rolling out and phones that support next-generation network services just starting to become widely available, Verizon is likely in the early stages of benefiting from a major transition.</p>\n<p>And when it's time to roll out the next wireless network generations and leaps forward in upload and download speeds, there's a good chance that Verizon will continue to be at the forefront. Access to dependable, high-quality internet service will only become increasingly central to business and everyday life, and Verizon is a top candidate for benefiting from this long-term trend.</p>\n<h2>4. Amazon</h2>\n<p><b>Amazon</b> (NASDAQ:AMZN) is one of the world's most influential companies, and it's likely that the tech giant will continue to improve and innovate. With leading positions in e-commerce and cloud infrastructure service, Amazon is at the forefront of incredibly important industries that have far-reaching connections to a huge range of businesses. The company has also used its strengths in online retail and data analysis to establish a third-place position in the digital advertising market, and it looks poised to continue benefiting from the ongoing growth of digital ads.</p>\n<p>The e-commerce, cloud computing services, and digital advertising industries still have long runways for growth, and there's a good chance that Amazon will be able to use its immense resources to expand into new growth categories that strengthen the overall business. The stock has already put up stellar performance, and it continues to offer an attractive risk-reward dynamic for long-term investors.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $1,000? 4 Buffett Stocks to Buy and Hold Forever</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\">\nGot $1,000? 4 Buffett Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett took over Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","AAPL":"苹果","BRK.B":"伯克希尔B","VZ":"威瑞森","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166377772","content_text":"When Warren Buffett took over Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,200 -- good for growth of approximately 2,226,200% across the stretch. With that kind of incredible performance, it's no wonder he's widely considered one of history's best investors.\nBerkshire stock's massive size means that its days of explosive growth are probably in the rearview, but investors will likely still be able to bank strong gains by following moves made by the company and its chief executive officer. Read on for a look at four Buffett-backed stocks that look primed to deliver wins over the long term.\nImage source: The Motley Fool.\n1. Berkshire Hathaway\nIf you want to replicate The Oracle of Omaha's investing strategy, the single best way to do it is owning Berkshire Hathaway stock. Led by Buffett, vice chairman Charlie Munger, and a team of expert analysts, Berkshire stands as one of the best-managed investment conglomerates of the last half-century.\nBerkshire Hathaway has sector-spanning investment holdings and a legendary management team, so buying its stock is a top way to add a combination of diversified, relatively low-risk holdings to your portfolio. Investing in the company provides a convenient, trustworthy vehicle for broad exposure to the stock market and an equity stake in other businesses and assets under Berkshire's corporate umbrella.\nIn addition to the other stocks profiled in this article, Berkshire Hathaway gives investors exposure to companies including Coca-Cola, Bank of America, American Express, and many others. While Berkshire has a reputation for focusing on value plays in time-tested business categories, the company has gradually been shifting to accommodate a more tech-focused approach to investing. Buffett's and Munger's investing philosophy still plays a key role in shaping the company's direction, but Berkshire is also building positions in future-oriented tech players, and that should work to the advantage of long-term shareholders.\n2. Apple\nApple (NASDAQ:AAPL) stands as the single largest stock holding in the Berkshire Hathaway portfolio. While Buffett is known to have been generally averse to tech stocks due to their complicated businesses and growth-dependent valuations, that's started to change in recent years, and his company has been adding more tech stocks to its holdings. Berkshire's big investments in Apple can be seen as leading the company's emerging tech foundations.\nApple has built one of the strongest brands in the consumer hardware space, and that's also paved the way for a robust software and subscription services ecosystem. Apple will likely continue to command forefront positions in the mobile hardware and software spaces, and it stands out as a likely beneficiary of emerging long-term growth trends, including wearable computing, 5G, and augmented reality.\n3. Verizon\nBuffett is known for liking businesses that have strong brand strength, and Verizon (NYSE:VZ) certainly ticks that box. The telecommunications company has America's largest wireless subscriber base, and it regularly wins awards for having the industry's best network coverage and customer service. With 5G availability still rolling out and phones that support next-generation network services just starting to become widely available, Verizon is likely in the early stages of benefiting from a major transition.\nAnd when it's time to roll out the next wireless network generations and leaps forward in upload and download speeds, there's a good chance that Verizon will continue to be at the forefront. Access to dependable, high-quality internet service will only become increasingly central to business and everyday life, and Verizon is a top candidate for benefiting from this long-term trend.\n4. Amazon\nAmazon (NASDAQ:AMZN) is one of the world's most influential companies, and it's likely that the tech giant will continue to improve and innovate. With leading positions in e-commerce and cloud infrastructure service, Amazon is at the forefront of incredibly important industries that have far-reaching connections to a huge range of businesses. The company has also used its strengths in online retail and data analysis to establish a third-place position in the digital advertising market, and it looks poised to continue benefiting from the ongoing growth of digital ads.\nThe e-commerce, cloud computing services, and digital advertising industries still have long runways for growth, and there's a good chance that Amazon will be able to use its immense resources to expand into new growth categories that strengthen the overall business. The stock has already put up stellar performance, and it continues to offer an attractive risk-reward dynamic for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581685293736736","authorId":"3581685293736736","name":"quantarize","avatar":"https://static.tigerbbs.com/7da82037240258b6b430aae255936693","crmLevel":6,"crmLevelSwitch":1,"idStr":"3581685293736736","authorIdStr":"3581685293736736"},"content":"wish i have that money ?","text":"wish i have that money ?","html":"wish i have that money ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180013705,"gmtCreate":1623163939807,"gmtModify":1704197504009,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Wait a bit longer to&nbsp;see.","listText":"Wait a bit longer to&nbsp;see.","text":"Wait a bit longer to see.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/180013705","repostId":"1180364832","repostType":4,"repost":{"id":"1180364832","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":1623163658,"share":"https://ttm.financial/m/news/1180364832?lang=&edition=fundamental","pubTime":"2021-06-08 22:47","market":"us","language":"en","title":"Most of semiconductor stocks fell in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1180364832","media":"Tiger Newspress","summary":"(June 8) Most of semiconductor stocks fell in morning trading.Semiconductor Stocks Face Up To Chip S","content":"<p>(June 8)&nbsp;Most of semiconductor stocks fell in morning trading.</p><p><img src=\"https://static.tigerbbs.com/e7a7d1aab895ef31d8963de9f76378a0\" tg-width=\"326\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p><b>Semiconductor Stocks Face Up To Chip Shortage As U.S. Government Plots Investments</b></p><p>The global chip shortage has disrupted manufacturing of everything from cars and washing machines to smartphones and toys just as industries struggle to recover from the pandemic slump. Supply chain problems could start to ease by next year, but semiconductor stocks will feel the geopolitical ripples much longer, experts say. And the imbalance is creating new winners, some losers and added cyclical risk.</p><p>The chip shortage has sparked calls on Capitol Hill to reinvigorate domestic semiconductor manufacturing, with bipartisan support for $50 billion in federal aid to the industry.</p><p>During the virtual Computex trade show May 31,<b>Intel</b>(INTC) Chief Executive Pat Gelsinger said the global semiconductor shortage could take \"a couple of years\" to resolve.</p><p>A \"cycle of explosive growth in semiconductors\" has placed huge strain on supply chains ranging from automobiles to personal computers, Gelsinger said. \"But while the industry has taken steps to address near-term constraints, it could still take a couple of years for the ecosystem to address shortages of foundry capacity, substrates and components.\"</p><p><b>Semiconductor Stocks: Impact On Automakers</b></p><p>Chip shortages were the topic du jour duringfirst-quarter corporate earnings season. Investors in semiconductor stocks paid close attention to the commentary.</p><p><b>Tesla</b>(TSLA) Chief Executive Elon Musk called the chip shortage \"a huge problem\" during the electric-car maker's Q1 conference call with analysts.Tesla stockbacked off sharply following the report.</p><p><b>Ford</b>(F) CEO Jim Farley said the semiconductor shortage and impact to car production \"will get worse before it gets better.\" He predicted that the second quarter will be the trough for the year.Ford stockdropped 9% following the earnings call.</p><p>\"The global semiconductor shortage reduced our planned Q1 volume by about 17%, or 200,000 units,\" Farley said. \"We now expect to lose about 50% of our planned Q2 production.\"</p><p><b>General Motors</b>(GM) Chief Financial Officer Paul Jacobson said GM also expects the largest production disruptions from the chip shortages to occur in the June-ending quarter.</p><p>Many automakers have had to shut down factories amid the chip shortages. Modern cars use semiconductors in everything from anti-lock brakes and air bags to in-dash displays.</p><p>Semiconductor Stocks Hit By Texas Freeze</p><p>In addition to automakers, companies citing a negative impact of component shortages in the first quarter included PC makers<b>Apple</b>(AAPL),<b>Dell Technologies</b>(DELL) and<b>HP</b>(HPQ).</p><p>Others affected included game console makers<b>Nintendo</b>(NTDOY) and<b>Sony</b>(SNE), enterprise headset vendor<b>Poly</b>(POLY) and Roomba robotic vacuum cleaner maker<b>iRobot</b>(IRBT), to name a few.</p><p>The chip shortages are mostly for semiconductors made using older process technologies. These include basic components such as power management chips, display controllers, microprocessors and analog chips.</p><p>Manufacturers of these chips were hit with an unprecedented number of orders after the economy sprang back faster than expected following disruptions from the Covid-19 pandemic. The situation was further aggravated by an ice storm in Texas in February that caused three chip fabrication plants, or fabs, to shut down and a fire in April at a Renesas Electronics fab.</p><p>Japan's Renesas is one of the largest suppliers of automotive chips. Among semiconductor stocks, other top auto chip suppliers include Germany's Infineon,<b>NXP Semiconductors</b>(NXPI),<b>ON Semiconductor</b>(ON),<b>STMicroelectronics</b>(STM) and<b>Texas Instruments</b>(TXN).</p><p><b>A Dearth Of Low-End Chips</b></p><p>The chips in short supply are mostly those made at trailing-edge 28-nanometer and larger process nodes. Transistor dimensions on chips are measured in nanometers, which are one-billionth of a meter. Cutting-edge chips, such as central processing units and graphics processors, employ circuit lines separated by as little as 5 nanometers.</p><p>\"A couple of years ago, nobody was even talking about these older nodes,\" said Bharat Kapoor, lead partner, Americas, in the high-tech practice of global strategy and management consulting firm Kearney. \"Everybody was talking about cutting-edge 7 nanometer, 5 nanometer, 3 nanometer, etc. But the narrative has changed.\"</p><p>Even the latest gadgets, such as 5G smartphones, need chips made with older technologies. But expanding production capacity is difficult when the equipment is often 10 years old or older.</p><p>\"Frankly a lot of the equipment just isn't made anymore,\" said Robert Maire, president of consulting firm Semiconductor Advisors. Many companies in the U.S. and Europe have sold their older chip-gear equipment to entities in China, Maire said.</p><p><b>Erosion Of U.S. Manufacturing</b></p><p>For the industry and its customers, the near-term issue is a shortage of trailing-edge chips. Meanwhile, U.S. politicians have focused on bringing home production of leading-edge semiconductors — a segment where the shortage situation is much less pronounced. In this segment, the U.S. chip industry has lost its manufacturing lead to foundries Samsung in South Korea, and<b>Taiwan Semiconductor Manufacturing Co.</b>(TSM), known as TSMC.</p><p>Overall, the U.S. share of global semiconductor manufacturing capacity has eroded from 37% in 1990 to 12% today, according to the Semiconductor Industry Association. Some 75% of the world's chip manufacturing capacity is now concentrated in East Asia.</p><p><img src=\"https://static.tigerbbs.com/131430ec1390d91b6db58aef501b8bfa\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\">U.S. legislators have framed the loss of semiconductor manufacturing expertise to Asia as a national security issue. They don't want U.S. defense contractors reliant on foreign-made semiconductors. Also worrisome is the fact that chips for artificial intelligence and supercomputers designed by U.S. firms<b>Advanced Micro Devices</b>(AMD) and<b>Nvidia</b>(NVDA) are being made by TSMC in Taiwan.</p><p>\"It is very much a national security issue,\" Maire said. \"All of today's defense and intelligence systems are based on semiconductors — from missiles to satellites to GPS to intelligence gathering and facial recognition.\"</p><p><b>The CHIPS For America Act</b></p><p>The loss of semiconductor manufacturing prowess is \"an existential threat to the U.S.,\" Maire said. \"We've let that capability go. Apple,<b>Qualcomm</b>(QCOM), Nvidia, AMD are all reliant on a country that is a short boat ride from China. So, the economy would come to a screeching halt if there was a problem with Taiwan right now.\"</p><p>The biggest concern is China trying to exert control over what it considers a runaway province.</p><p>Legislation called the CHIPS (Creating Helpful Incentives to Produce Semiconductors) for America Act was enacted in January as part of the annual U.S. defense bill. It authorized federal investments in domestic chip manufacturing and research. But it didn't include funding for those provisions.</p><p>Another piece of legislation, the U.S. Innovation and Competition Act, includes $50 billion in funding for the semiconductor provisions in the CHIPS for America Act. The Senate may act on that bill during the week of June 7, when it returns from recess. The industry hopes President Joe Biden can sign the final bill into law before the August recess.</p><p>\"There's a broad consensus in Washington that this is a priority,\" said John Neuffer, chief executive of the Semiconductor Industry Association. The bill currently would provide $40 billion in grants for semiconductor manufacturing projects and $10 billion in research funding.</p><p>Tech industry leaders Apple,<b>Microsoft</b>(MSFT),<b>Alphabet</b>(GOOGL) and<b>Amazon</b>(AMZN) have joined a coalition to lobby the U.S. government to fund additional domestic chip production capacity. The group, called the Semiconductors in America Coalition, also includes chipmakers, computer manufacturers and telecom firms.</p><p><b>Intel, Samsung Pursue Incentives</b></p><p>Meanwhile, Europe also is seeking to bolster its homegrown chipmaking.</p><p>Intel has been pushing hard for government assistance to build new chip factories in the U.S. In March,Intel announced plans to spend $20 billion to build two semiconductor fabsin Arizona. In May, the company said it would invest $3.5 billion to equip its New Mexico operations to make advanced semiconductor packaging technologies.</p><p>\"Intel clearly has its hand out,\" Maire said. Critics accuse Intel of chasing corporate welfare to make up for its own business missteps.Intel stockis attempting to rebound after falling off sharply in early April.</p><p>Meanwhile,TSMC in April pledged to spend $100 billionover the next three years to boost its capacity. Plans include a new advanced chip plant in Arizona.</p><p>And South Korea's Samsung has earmarked $116 billion in investment by 2030 to diversify its chip production. In January, The Wall Street Journal reported the company was considering investing as much as $17 billion in a U.S. chipmaking plant and was scouting locations in Arizona, Texas and New York.</p><p>An important factor in the decision is the potential incentive offered by the U.S. government, vs. those offered by competing countries.</p><p>\"The reality is that when it comes to chip manufacturing, we are not operating on a level playing field,\" SIA's Neuffer said. \"All other major chip-manufacturing countries offer significant manufacturing incentives. We don't. What this CHIPS (CHIPS for America Act) funding would do is make America an attractive place again to manufacture chips.\"</p><p>Privately held GlobalFoundries, based in Malta, N.Y., is capitalizing on the interest in chip manufacturing from another angle. The company is planning an initial public offering valued at about $30 billion.</p><p><b>Semiconductor Stocks: Equipment Makers</b></p><p>All that spending is good news for semiconductor equipment suppliers. Some of the best-performing semiconductor stocks lately belong to chip-gear vendors.</p><p>IBD's semiconductor equipment industry group currently ranks No. 60 out of197 industry groups tracked by IBD. Collectively, the 32-stock group has gained 30% for the year through Thursday.</p><p><img src=\"https://static.tigerbbs.com/3d4237206fd921347313daaaed2ceb22\" tg-width=\"852\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p>Top stocks in the chip equipment group are trading near record highs, such as<b>Applied Materials</b>(AMAT), Netherlands-based<b>ASML Holding</b>(ASML) and<b>Lam Research</b>(LRCX). All are likely to benefit from heightened capital investments by chipmakers.</p><p>Lam Research andApplied Materials stockare both trading above key levels of support, and below buy points invalid bases. Any positive news regarding the general chip environment could trigger breakouts. Chip designer Nvidia isextendedafter a late-May breakout.</p><p>Applied Materials, ASML Holding and Nvidia areIBD Leaderboard stocks.&nbsp;Applied Materials is also onIBD's SwingTrader&nbsp;line up. In addition, ASML Holding and Nvidia are on theIBD 50 list.</p><p><img src=\"https://static.tigerbbs.com/21ff801d6e29d428f9cd461a1cc48526\" tg-width=\"871\" tg-height=\"445\" referrerpolicy=\"no-referrer\">Semiconductor stocks analyst C.J. Muse with Evercore ISI said the market for wafer fabrication equipment \"will remain elevated for some time.\" That suggests \"a runway for equipment stocks to continue to move higher,\" he said in a June 1 report. He namedApplied Materials, ASML and Lam Research as \"top picks.\"</p><p><b>Fixing The Chip Shortage</b></p><p>But building fabs is a long-term play. It takes at least two years to build and equip a semiconductor fab.</p><p>The U.S. still leads the world in designing semiconductors but has outsourced chip production to lower-cost countries. If the U.S. wants to onshore chip production it will need not only wafer fabs, but facilities that can turn those raw wafers into final products, Maire said.</p><p>That means plants for cutting wafers and packaging individual chips so they're ready to go on circuit boards.</p><p>\"You have to look at it from a supply resiliency perspective,\" Kapoor said. \"Having some meaningful chip production in the U.S. is imperative.\"</p><p>Research firm Gartner says the current chip shortage will persist through 2021. Supply should recover to normal levels by the second quarter of 2022 as existing capacity catches up with demand, Gartner said.</p><p>Despite the shortage, World Semiconductor Trade Statistics forecasts global semiconductor sales will grow 10.9% in 2021 to $488 billion. Last year, chip sales rebounded from both a cyclical downturn and the pandemic to increase 6.8% to $440 billion. That compares with a 12.1% decline in 2019 and a 13.7% increase in 2018.</p><p><b>Cyclical Nature Of Semiconductor Stocks</b></p><p>Chips are traditionally a brutally cyclical industry. Susquehanna Financial Group analyst Chris Rolland is concerned that reactions to the current chip shortage will lead the industry straight back into an oversupply scenario. In a May 18 note to clients, he said chip lead times — the gap between ordering a chip and taking delivery — increased to 17 weeks in April.</p><p>\"Elevated lead times often compel 'bad behavior' at customers, including inventory accumulation, safety stock building and double ordering,\" Rolland said. \"These trends may have spurred a semiconductor industry in the early stages of over-shipment above true customer demand.\"</p><p>For semiconductor stocks, thechip shortage situationhasn't been a boon. While chipmakers have been able to raise prices, their revenue upside has been capped by capacity constraints.</p><p>In addition to chip equipment makers, IBD covers two other chip industry segments. The semiconductor manufacturing industry group, led by Intel and Taiwan Semiconductor, ranked a weak No. 161 out of 197 groups. And IBD's fabless chipmaker group, made up of chip designers such as Nvidia, Qualcomm and AMD, ranked No. 163.</p><p>For the year to date through Thursday, the manufacturers group had a gain of 12.2%. The fabless group was up 7.7%.</p><p></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>Most of semiconductor stocks fell in morning 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\">\nMost of semiconductor stocks fell in morning 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\">2021-06-08 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 8)&nbsp;Most of semiconductor stocks fell in morning trading.</p><p><img src=\"https://static.tigerbbs.com/e7a7d1aab895ef31d8963de9f76378a0\" tg-width=\"326\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p><b>Semiconductor Stocks Face Up To Chip Shortage As U.S. Government Plots Investments</b></p><p>The global chip shortage has disrupted manufacturing of everything from cars and washing machines to smartphones and toys just as industries struggle to recover from the pandemic slump. Supply chain problems could start to ease by next year, but semiconductor stocks will feel the geopolitical ripples much longer, experts say. And the imbalance is creating new winners, some losers and added cyclical risk.</p><p>The chip shortage has sparked calls on Capitol Hill to reinvigorate domestic semiconductor manufacturing, with bipartisan support for $50 billion in federal aid to the industry.</p><p>During the virtual Computex trade show May 31,<b>Intel</b>(INTC) Chief Executive Pat Gelsinger said the global semiconductor shortage could take \"a couple of years\" to resolve.</p><p>A \"cycle of explosive growth in semiconductors\" has placed huge strain on supply chains ranging from automobiles to personal computers, Gelsinger said. \"But while the industry has taken steps to address near-term constraints, it could still take a couple of years for the ecosystem to address shortages of foundry capacity, substrates and components.\"</p><p><b>Semiconductor Stocks: Impact On Automakers</b></p><p>Chip shortages were the topic du jour duringfirst-quarter corporate earnings season. Investors in semiconductor stocks paid close attention to the commentary.</p><p><b>Tesla</b>(TSLA) Chief Executive Elon Musk called the chip shortage \"a huge problem\" during the electric-car maker's Q1 conference call with analysts.Tesla stockbacked off sharply following the report.</p><p><b>Ford</b>(F) CEO Jim Farley said the semiconductor shortage and impact to car production \"will get worse before it gets better.\" He predicted that the second quarter will be the trough for the year.Ford stockdropped 9% following the earnings call.</p><p>\"The global semiconductor shortage reduced our planned Q1 volume by about 17%, or 200,000 units,\" Farley said. \"We now expect to lose about 50% of our planned Q2 production.\"</p><p><b>General Motors</b>(GM) Chief Financial Officer Paul Jacobson said GM also expects the largest production disruptions from the chip shortages to occur in the June-ending quarter.</p><p>Many automakers have had to shut down factories amid the chip shortages. Modern cars use semiconductors in everything from anti-lock brakes and air bags to in-dash displays.</p><p>Semiconductor Stocks Hit By Texas Freeze</p><p>In addition to automakers, companies citing a negative impact of component shortages in the first quarter included PC makers<b>Apple</b>(AAPL),<b>Dell Technologies</b>(DELL) and<b>HP</b>(HPQ).</p><p>Others affected included game console makers<b>Nintendo</b>(NTDOY) and<b>Sony</b>(SNE), enterprise headset vendor<b>Poly</b>(POLY) and Roomba robotic vacuum cleaner maker<b>iRobot</b>(IRBT), to name a few.</p><p>The chip shortages are mostly for semiconductors made using older process technologies. These include basic components such as power management chips, display controllers, microprocessors and analog chips.</p><p>Manufacturers of these chips were hit with an unprecedented number of orders after the economy sprang back faster than expected following disruptions from the Covid-19 pandemic. The situation was further aggravated by an ice storm in Texas in February that caused three chip fabrication plants, or fabs, to shut down and a fire in April at a Renesas Electronics fab.</p><p>Japan's Renesas is one of the largest suppliers of automotive chips. Among semiconductor stocks, other top auto chip suppliers include Germany's Infineon,<b>NXP Semiconductors</b>(NXPI),<b>ON Semiconductor</b>(ON),<b>STMicroelectronics</b>(STM) and<b>Texas Instruments</b>(TXN).</p><p><b>A Dearth Of Low-End Chips</b></p><p>The chips in short supply are mostly those made at trailing-edge 28-nanometer and larger process nodes. Transistor dimensions on chips are measured in nanometers, which are one-billionth of a meter. Cutting-edge chips, such as central processing units and graphics processors, employ circuit lines separated by as little as 5 nanometers.</p><p>\"A couple of years ago, nobody was even talking about these older nodes,\" said Bharat Kapoor, lead partner, Americas, in the high-tech practice of global strategy and management consulting firm Kearney. \"Everybody was talking about cutting-edge 7 nanometer, 5 nanometer, 3 nanometer, etc. But the narrative has changed.\"</p><p>Even the latest gadgets, such as 5G smartphones, need chips made with older technologies. But expanding production capacity is difficult when the equipment is often 10 years old or older.</p><p>\"Frankly a lot of the equipment just isn't made anymore,\" said Robert Maire, president of consulting firm Semiconductor Advisors. Many companies in the U.S. and Europe have sold their older chip-gear equipment to entities in China, Maire said.</p><p><b>Erosion Of U.S. Manufacturing</b></p><p>For the industry and its customers, the near-term issue is a shortage of trailing-edge chips. Meanwhile, U.S. politicians have focused on bringing home production of leading-edge semiconductors — a segment where the shortage situation is much less pronounced. In this segment, the U.S. chip industry has lost its manufacturing lead to foundries Samsung in South Korea, and<b>Taiwan Semiconductor Manufacturing Co.</b>(TSM), known as TSMC.</p><p>Overall, the U.S. share of global semiconductor manufacturing capacity has eroded from 37% in 1990 to 12% today, according to the Semiconductor Industry Association. Some 75% of the world's chip manufacturing capacity is now concentrated in East Asia.</p><p><img src=\"https://static.tigerbbs.com/131430ec1390d91b6db58aef501b8bfa\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\">U.S. legislators have framed the loss of semiconductor manufacturing expertise to Asia as a national security issue. They don't want U.S. defense contractors reliant on foreign-made semiconductors. Also worrisome is the fact that chips for artificial intelligence and supercomputers designed by U.S. firms<b>Advanced Micro Devices</b>(AMD) and<b>Nvidia</b>(NVDA) are being made by TSMC in Taiwan.</p><p>\"It is very much a national security issue,\" Maire said. \"All of today's defense and intelligence systems are based on semiconductors — from missiles to satellites to GPS to intelligence gathering and facial recognition.\"</p><p><b>The CHIPS For America Act</b></p><p>The loss of semiconductor manufacturing prowess is \"an existential threat to the U.S.,\" Maire said. \"We've let that capability go. Apple,<b>Qualcomm</b>(QCOM), Nvidia, AMD are all reliant on a country that is a short boat ride from China. So, the economy would come to a screeching halt if there was a problem with Taiwan right now.\"</p><p>The biggest concern is China trying to exert control over what it considers a runaway province.</p><p>Legislation called the CHIPS (Creating Helpful Incentives to Produce Semiconductors) for America Act was enacted in January as part of the annual U.S. defense bill. It authorized federal investments in domestic chip manufacturing and research. But it didn't include funding for those provisions.</p><p>Another piece of legislation, the U.S. Innovation and Competition Act, includes $50 billion in funding for the semiconductor provisions in the CHIPS for America Act. The Senate may act on that bill during the week of June 7, when it returns from recess. The industry hopes President Joe Biden can sign the final bill into law before the August recess.</p><p>\"There's a broad consensus in Washington that this is a priority,\" said John Neuffer, chief executive of the Semiconductor Industry Association. The bill currently would provide $40 billion in grants for semiconductor manufacturing projects and $10 billion in research funding.</p><p>Tech industry leaders Apple,<b>Microsoft</b>(MSFT),<b>Alphabet</b>(GOOGL) and<b>Amazon</b>(AMZN) have joined a coalition to lobby the U.S. government to fund additional domestic chip production capacity. The group, called the Semiconductors in America Coalition, also includes chipmakers, computer manufacturers and telecom firms.</p><p><b>Intel, Samsung Pursue Incentives</b></p><p>Meanwhile, Europe also is seeking to bolster its homegrown chipmaking.</p><p>Intel has been pushing hard for government assistance to build new chip factories in the U.S. In March,Intel announced plans to spend $20 billion to build two semiconductor fabsin Arizona. In May, the company said it would invest $3.5 billion to equip its New Mexico operations to make advanced semiconductor packaging technologies.</p><p>\"Intel clearly has its hand out,\" Maire said. Critics accuse Intel of chasing corporate welfare to make up for its own business missteps.Intel stockis attempting to rebound after falling off sharply in early April.</p><p>Meanwhile,TSMC in April pledged to spend $100 billionover the next three years to boost its capacity. Plans include a new advanced chip plant in Arizona.</p><p>And South Korea's Samsung has earmarked $116 billion in investment by 2030 to diversify its chip production. In January, The Wall Street Journal reported the company was considering investing as much as $17 billion in a U.S. chipmaking plant and was scouting locations in Arizona, Texas and New York.</p><p>An important factor in the decision is the potential incentive offered by the U.S. government, vs. those offered by competing countries.</p><p>\"The reality is that when it comes to chip manufacturing, we are not operating on a level playing field,\" SIA's Neuffer said. \"All other major chip-manufacturing countries offer significant manufacturing incentives. We don't. What this CHIPS (CHIPS for America Act) funding would do is make America an attractive place again to manufacture chips.\"</p><p>Privately held GlobalFoundries, based in Malta, N.Y., is capitalizing on the interest in chip manufacturing from another angle. The company is planning an initial public offering valued at about $30 billion.</p><p><b>Semiconductor Stocks: Equipment Makers</b></p><p>All that spending is good news for semiconductor equipment suppliers. Some of the best-performing semiconductor stocks lately belong to chip-gear vendors.</p><p>IBD's semiconductor equipment industry group currently ranks No. 60 out of197 industry groups tracked by IBD. Collectively, the 32-stock group has gained 30% for the year through Thursday.</p><p><img src=\"https://static.tigerbbs.com/3d4237206fd921347313daaaed2ceb22\" tg-width=\"852\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p>Top stocks in the chip equipment group are trading near record highs, such as<b>Applied Materials</b>(AMAT), Netherlands-based<b>ASML Holding</b>(ASML) and<b>Lam Research</b>(LRCX). All are likely to benefit from heightened capital investments by chipmakers.</p><p>Lam Research andApplied Materials stockare both trading above key levels of support, and below buy points invalid bases. Any positive news regarding the general chip environment could trigger breakouts. Chip designer Nvidia isextendedafter a late-May breakout.</p><p>Applied Materials, ASML Holding and Nvidia areIBD Leaderboard stocks.&nbsp;Applied Materials is also onIBD's SwingTrader&nbsp;line up. In addition, ASML Holding and Nvidia are on theIBD 50 list.</p><p><img src=\"https://static.tigerbbs.com/21ff801d6e29d428f9cd461a1cc48526\" tg-width=\"871\" tg-height=\"445\" referrerpolicy=\"no-referrer\">Semiconductor stocks analyst C.J. Muse with Evercore ISI said the market for wafer fabrication equipment \"will remain elevated for some time.\" That suggests \"a runway for equipment stocks to continue to move higher,\" he said in a June 1 report. He namedApplied Materials, ASML and Lam Research as \"top picks.\"</p><p><b>Fixing The Chip Shortage</b></p><p>But building fabs is a long-term play. It takes at least two years to build and equip a semiconductor fab.</p><p>The U.S. still leads the world in designing semiconductors but has outsourced chip production to lower-cost countries. If the U.S. wants to onshore chip production it will need not only wafer fabs, but facilities that can turn those raw wafers into final products, Maire said.</p><p>That means plants for cutting wafers and packaging individual chips so they're ready to go on circuit boards.</p><p>\"You have to look at it from a supply resiliency perspective,\" Kapoor said. \"Having some meaningful chip production in the U.S. is imperative.\"</p><p>Research firm Gartner says the current chip shortage will persist through 2021. Supply should recover to normal levels by the second quarter of 2022 as existing capacity catches up with demand, Gartner said.</p><p>Despite the shortage, World Semiconductor Trade Statistics forecasts global semiconductor sales will grow 10.9% in 2021 to $488 billion. Last year, chip sales rebounded from both a cyclical downturn and the pandemic to increase 6.8% to $440 billion. That compares with a 12.1% decline in 2019 and a 13.7% increase in 2018.</p><p><b>Cyclical Nature Of Semiconductor Stocks</b></p><p>Chips are traditionally a brutally cyclical industry. Susquehanna Financial Group analyst Chris Rolland is concerned that reactions to the current chip shortage will lead the industry straight back into an oversupply scenario. In a May 18 note to clients, he said chip lead times — the gap between ordering a chip and taking delivery — increased to 17 weeks in April.</p><p>\"Elevated lead times often compel 'bad behavior' at customers, including inventory accumulation, safety stock building and double ordering,\" Rolland said. \"These trends may have spurred a semiconductor industry in the early stages of over-shipment above true customer demand.\"</p><p>For semiconductor stocks, thechip shortage situationhasn't been a boon. While chipmakers have been able to raise prices, their revenue upside has been capped by capacity constraints.</p><p>In addition to chip equipment makers, IBD covers two other chip industry segments. The semiconductor manufacturing industry group, led by Intel and Taiwan Semiconductor, ranked a weak No. 161 out of 197 groups. And IBD's fabless chipmaker group, made up of chip designers such as Nvidia, Qualcomm and AMD, ranked No. 163.</p><p>For the year to date through Thursday, the manufacturers group had a gain of 12.2%. The fabless group was up 7.7%.</p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","TSM":"台积电","AMD":"美国超微公司","QCOM":"高通","SSNLF":"三星电子","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180364832","content_text":"(June 8) Most of semiconductor stocks fell in morning trading.Semiconductor Stocks Face Up To Chip Shortage As U.S. Government Plots InvestmentsThe global chip shortage has disrupted manufacturing of everything from cars and washing machines to smartphones and toys just as industries struggle to recover from the pandemic slump. Supply chain problems could start to ease by next year, but semiconductor stocks will feel the geopolitical ripples much longer, experts say. And the imbalance is creating new winners, some losers and added cyclical risk.The chip shortage has sparked calls on Capitol Hill to reinvigorate domestic semiconductor manufacturing, with bipartisan support for $50 billion in federal aid to the industry.During the virtual Computex trade show May 31,Intel(INTC) Chief Executive Pat Gelsinger said the global semiconductor shortage could take \"a couple of years\" to resolve.A \"cycle of explosive growth in semiconductors\" has placed huge strain on supply chains ranging from automobiles to personal computers, Gelsinger said. \"But while the industry has taken steps to address near-term constraints, it could still take a couple of years for the ecosystem to address shortages of foundry capacity, substrates and components.\"Semiconductor Stocks: Impact On AutomakersChip shortages were the topic du jour duringfirst-quarter corporate earnings season. Investors in semiconductor stocks paid close attention to the commentary.Tesla(TSLA) Chief Executive Elon Musk called the chip shortage \"a huge problem\" during the electric-car maker's Q1 conference call with analysts.Tesla stockbacked off sharply following the report.Ford(F) CEO Jim Farley said the semiconductor shortage and impact to car production \"will get worse before it gets better.\" He predicted that the second quarter will be the trough for the year.Ford stockdropped 9% following the earnings call.\"The global semiconductor shortage reduced our planned Q1 volume by about 17%, or 200,000 units,\" Farley said. \"We now expect to lose about 50% of our planned Q2 production.\"General Motors(GM) Chief Financial Officer Paul Jacobson said GM also expects the largest production disruptions from the chip shortages to occur in the June-ending quarter.Many automakers have had to shut down factories amid the chip shortages. Modern cars use semiconductors in everything from anti-lock brakes and air bags to in-dash displays.Semiconductor Stocks Hit By Texas FreezeIn addition to automakers, companies citing a negative impact of component shortages in the first quarter included PC makersApple(AAPL),Dell Technologies(DELL) andHP(HPQ).Others affected included game console makersNintendo(NTDOY) andSony(SNE), enterprise headset vendorPoly(POLY) and Roomba robotic vacuum cleaner makeriRobot(IRBT), to name a few.The chip shortages are mostly for semiconductors made using older process technologies. These include basic components such as power management chips, display controllers, microprocessors and analog chips.Manufacturers of these chips were hit with an unprecedented number of orders after the economy sprang back faster than expected following disruptions from the Covid-19 pandemic. The situation was further aggravated by an ice storm in Texas in February that caused three chip fabrication plants, or fabs, to shut down and a fire in April at a Renesas Electronics fab.Japan's Renesas is one of the largest suppliers of automotive chips. Among semiconductor stocks, other top auto chip suppliers include Germany's Infineon,NXP Semiconductors(NXPI),ON Semiconductor(ON),STMicroelectronics(STM) andTexas Instruments(TXN).A Dearth Of Low-End ChipsThe chips in short supply are mostly those made at trailing-edge 28-nanometer and larger process nodes. Transistor dimensions on chips are measured in nanometers, which are one-billionth of a meter. Cutting-edge chips, such as central processing units and graphics processors, employ circuit lines separated by as little as 5 nanometers.\"A couple of years ago, nobody was even talking about these older nodes,\" said Bharat Kapoor, lead partner, Americas, in the high-tech practice of global strategy and management consulting firm Kearney. \"Everybody was talking about cutting-edge 7 nanometer, 5 nanometer, 3 nanometer, etc. But the narrative has changed.\"Even the latest gadgets, such as 5G smartphones, need chips made with older technologies. But expanding production capacity is difficult when the equipment is often 10 years old or older.\"Frankly a lot of the equipment just isn't made anymore,\" said Robert Maire, president of consulting firm Semiconductor Advisors. Many companies in the U.S. and Europe have sold their older chip-gear equipment to entities in China, Maire said.Erosion Of U.S. ManufacturingFor the industry and its customers, the near-term issue is a shortage of trailing-edge chips. Meanwhile, U.S. politicians have focused on bringing home production of leading-edge semiconductors — a segment where the shortage situation is much less pronounced. In this segment, the U.S. chip industry has lost its manufacturing lead to foundries Samsung in South Korea, andTaiwan Semiconductor Manufacturing Co.(TSM), known as TSMC.Overall, the U.S. share of global semiconductor manufacturing capacity has eroded from 37% in 1990 to 12% today, according to the Semiconductor Industry Association. Some 75% of the world's chip manufacturing capacity is now concentrated in East Asia.U.S. legislators have framed the loss of semiconductor manufacturing expertise to Asia as a national security issue. They don't want U.S. defense contractors reliant on foreign-made semiconductors. Also worrisome is the fact that chips for artificial intelligence and supercomputers designed by U.S. firmsAdvanced Micro Devices(AMD) andNvidia(NVDA) are being made by TSMC in Taiwan.\"It is very much a national security issue,\" Maire said. \"All of today's defense and intelligence systems are based on semiconductors — from missiles to satellites to GPS to intelligence gathering and facial recognition.\"The CHIPS For America ActThe loss of semiconductor manufacturing prowess is \"an existential threat to the U.S.,\" Maire said. \"We've let that capability go. Apple,Qualcomm(QCOM), Nvidia, AMD are all reliant on a country that is a short boat ride from China. So, the economy would come to a screeching halt if there was a problem with Taiwan right now.\"The biggest concern is China trying to exert control over what it considers a runaway province.Legislation called the CHIPS (Creating Helpful Incentives to Produce Semiconductors) for America Act was enacted in January as part of the annual U.S. defense bill. It authorized federal investments in domestic chip manufacturing and research. But it didn't include funding for those provisions.Another piece of legislation, the U.S. Innovation and Competition Act, includes $50 billion in funding for the semiconductor provisions in the CHIPS for America Act. The Senate may act on that bill during the week of June 7, when it returns from recess. The industry hopes President Joe Biden can sign the final bill into law before the August recess.\"There's a broad consensus in Washington that this is a priority,\" said John Neuffer, chief executive of the Semiconductor Industry Association. The bill currently would provide $40 billion in grants for semiconductor manufacturing projects and $10 billion in research funding.Tech industry leaders Apple,Microsoft(MSFT),Alphabet(GOOGL) andAmazon(AMZN) have joined a coalition to lobby the U.S. government to fund additional domestic chip production capacity. The group, called the Semiconductors in America Coalition, also includes chipmakers, computer manufacturers and telecom firms.Intel, Samsung Pursue IncentivesMeanwhile, Europe also is seeking to bolster its homegrown chipmaking.Intel has been pushing hard for government assistance to build new chip factories in the U.S. In March,Intel announced plans to spend $20 billion to build two semiconductor fabsin Arizona. In May, the company said it would invest $3.5 billion to equip its New Mexico operations to make advanced semiconductor packaging technologies.\"Intel clearly has its hand out,\" Maire said. Critics accuse Intel of chasing corporate welfare to make up for its own business missteps.Intel stockis attempting to rebound after falling off sharply in early April.Meanwhile,TSMC in April pledged to spend $100 billionover the next three years to boost its capacity. Plans include a new advanced chip plant in Arizona.And South Korea's Samsung has earmarked $116 billion in investment by 2030 to diversify its chip production. In January, The Wall Street Journal reported the company was considering investing as much as $17 billion in a U.S. chipmaking plant and was scouting locations in Arizona, Texas and New York.An important factor in the decision is the potential incentive offered by the U.S. government, vs. those offered by competing countries.\"The reality is that when it comes to chip manufacturing, we are not operating on a level playing field,\" SIA's Neuffer said. \"All other major chip-manufacturing countries offer significant manufacturing incentives. We don't. What this CHIPS (CHIPS for America Act) funding would do is make America an attractive place again to manufacture chips.\"Privately held GlobalFoundries, based in Malta, N.Y., is capitalizing on the interest in chip manufacturing from another angle. The company is planning an initial public offering valued at about $30 billion.Semiconductor Stocks: Equipment MakersAll that spending is good news for semiconductor equipment suppliers. Some of the best-performing semiconductor stocks lately belong to chip-gear vendors.IBD's semiconductor equipment industry group currently ranks No. 60 out of197 industry groups tracked by IBD. Collectively, the 32-stock group has gained 30% for the year through Thursday.Top stocks in the chip equipment group are trading near record highs, such asApplied Materials(AMAT), Netherlands-basedASML Holding(ASML) andLam Research(LRCX). All are likely to benefit from heightened capital investments by chipmakers.Lam Research andApplied Materials stockare both trading above key levels of support, and below buy points invalid bases. Any positive news regarding the general chip environment could trigger breakouts. Chip designer Nvidia isextendedafter a late-May breakout.Applied Materials, ASML Holding and Nvidia areIBD Leaderboard stocks. Applied Materials is also onIBD's SwingTrader line up. In addition, ASML Holding and Nvidia are on theIBD 50 list.Semiconductor stocks analyst C.J. Muse with Evercore ISI said the market for wafer fabrication equipment \"will remain elevated for some time.\" That suggests \"a runway for equipment stocks to continue to move higher,\" he said in a June 1 report. He namedApplied Materials, ASML and Lam Research as \"top picks.\"Fixing The Chip ShortageBut building fabs is a long-term play. It takes at least two years to build and equip a semiconductor fab.The U.S. still leads the world in designing semiconductors but has outsourced chip production to lower-cost countries. If the U.S. wants to onshore chip production it will need not only wafer fabs, but facilities that can turn those raw wafers into final products, Maire said.That means plants for cutting wafers and packaging individual chips so they're ready to go on circuit boards.\"You have to look at it from a supply resiliency perspective,\" Kapoor said. \"Having some meaningful chip production in the U.S. is imperative.\"Research firm Gartner says the current chip shortage will persist through 2021. Supply should recover to normal levels by the second quarter of 2022 as existing capacity catches up with demand, Gartner said.Despite the shortage, World Semiconductor Trade Statistics forecasts global semiconductor sales will grow 10.9% in 2021 to $488 billion. Last year, chip sales rebounded from both a cyclical downturn and the pandemic to increase 6.8% to $440 billion. That compares with a 12.1% decline in 2019 and a 13.7% increase in 2018.Cyclical Nature Of Semiconductor StocksChips are traditionally a brutally cyclical industry. Susquehanna Financial Group analyst Chris Rolland is concerned that reactions to the current chip shortage will lead the industry straight back into an oversupply scenario. In a May 18 note to clients, he said chip lead times — the gap between ordering a chip and taking delivery — increased to 17 weeks in April.\"Elevated lead times often compel 'bad behavior' at customers, including inventory accumulation, safety stock building and double ordering,\" Rolland said. \"These trends may have spurred a semiconductor industry in the early stages of over-shipment above true customer demand.\"For semiconductor stocks, thechip shortage situationhasn't been a boon. While chipmakers have been able to raise prices, their revenue upside has been capped by capacity constraints.In addition to chip equipment makers, IBD covers two other chip industry segments. The semiconductor manufacturing industry group, led by Intel and Taiwan Semiconductor, ranked a weak No. 161 out of 197 groups. And IBD's fabless chipmaker group, made up of chip designers such as Nvidia, Qualcomm and AMD, ranked No. 163.For the year to date through Thursday, the manufacturers group had a gain of 12.2%. The fabless group was up 7.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981794908,"gmtCreate":1666592467204,"gmtModify":1676537774085,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"That means stock movement no clear direction, also means, at the mercy of the market.&nbsp;","listText":"That means stock movement no clear direction, also means, at the mercy of the market.&nbsp;","text":"That means stock movement no clear direction, also means, at the mercy of the market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9981794908","repostId":"1196848810","repostType":2,"repost":{"id":"1196848810","kind":"news","pubTimestamp":1666591187,"share":"https://ttm.financial/m/news/1196848810?lang=&edition=fundamental","pubTime":"2022-10-24 13:59","market":"us","language":"en","title":"Philips Reports Q3 Mixed Earnings; Issues Q4 Soft Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1196848810","media":"Seeking Alpha","summary":"Philips Q3 Non-GAAP EPS of €0.25beats by €0.16.Revenue of €4.3B (+3.4% Y/Y)misses by €60M, with a 5%","content":"<html><head></head><body><ul><li>Philips Q3 Non-GAAP EPS of €0.25beats by €0.16.</li><li>Revenue of €4.3B (+3.4% Y/Y)misses by €60M, with a 5% comparable sales decline, in line with the update provided on October 12, 2022.</li><li>Comparable order intake decreased 6% on the back of 47% growth in Q3 2021.</li><li>Adjusted EBITA of €209M, or 4.8% of sales, compared to €512M, or 12.3% of sales, in Q3 2021.</li><li>Operating cash flow was an outflow of €180M, compared to an inflow of €256M in Q3 2021.</li><li>The book-to-bill ratio was 1.18, and the equipment order book grew further in the quarter.</li><li>Looking ahead, the company sees prolonged operational and supply challenges, a worsening macro-economic environment and continued uncertainty related to COVID-19 measures in China, which will be partly offset by Philips’ productivity and pricing actions.</li><li>Consequently, Philips now expects a mid-single-digit comparable sales decline for the fourth quarter of 2022, with a high-single-to double-digit Adjusted EBITA margin range.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Philips Reports Q3 Mixed Earnings; Issues Q4 Soft Guidance</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; 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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\">\nPhilips Reports Q3 Mixed Earnings; Issues Q4 Soft Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-24 13:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3893934-philips-reports-q3-mixed-earnings-issues-q4-soft-guidance><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Philips Q3 Non-GAAP EPS of €0.25beats by €0.16.Revenue of €4.3B (+3.4% Y/Y)misses by €60M, with a 5% comparable sales decline, in line with the update provided on October 12, 2022.Comparable order ...</p>\n\n<a href=\"https://seekingalpha.com/news/3893934-philips-reports-q3-mixed-earnings-issues-q4-soft-guidance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PHG":"飞利浦"},"source_url":"https://seekingalpha.com/news/3893934-philips-reports-q3-mixed-earnings-issues-q4-soft-guidance","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196848810","content_text":"Philips Q3 Non-GAAP EPS of €0.25beats by €0.16.Revenue of €4.3B (+3.4% Y/Y)misses by €60M, with a 5% comparable sales decline, in line with the update provided on October 12, 2022.Comparable order intake decreased 6% on the back of 47% growth in Q3 2021.Adjusted EBITA of €209M, or 4.8% of sales, compared to €512M, or 12.3% of sales, in Q3 2021.Operating cash flow was an outflow of €180M, compared to an inflow of €256M in Q3 2021.The book-to-bill ratio was 1.18, and the equipment order book grew further in the quarter.Looking ahead, the company sees prolonged operational and supply challenges, a worsening macro-economic environment and continued uncertainty related to COVID-19 measures in China, which will be partly offset by Philips’ productivity and pricing actions.Consequently, Philips now expects a mid-single-digit comparable sales decline for the fourth quarter of 2022, with a high-single-to double-digit Adjusted EBITA margin range.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032856975,"gmtCreate":1647336332952,"gmtModify":1676534217997,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QC7.SI\">$Q &amp; M DENTAL GROUP (S) LIMITED(QC7.SI)$</a>hopeless","listText":"<a href=\"https://ttm.financial/S/QC7.SI\">$Q &amp; M DENTAL GROUP (S) LIMITED(QC7.SI)$</a>hopeless","text":"$Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$hopeless","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032856975","isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098358896,"gmtCreate":1644029361218,"gmtModify":1676533883907,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Question, is this a correction or bear market right now?","listText":"Question, is this a correction or bear market right now?","text":"Question, is this a correction or bear market right now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098358896","repostId":"2208456317","repostType":4,"repost":{"id":"2208456317","kind":"highlight","pubTimestamp":1644028874,"share":"https://ttm.financial/m/news/2208456317?lang=&edition=fundamental","pubTime":"2022-02-05 10:41","market":"us","language":"en","title":"Is It Time to Buy the S&P 500's 4 Worst-Performing Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2208456317","media":"Motley Fool","summary":"Even with the broad market index down so far this year, this quartet is doing even worse.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>Corrections and bear markets are good times to buy stocks, but caution is still needed.</li><li>Sometimes a badly beaten down stock is cheap for a reason.</li></ul><p>After looking like it was about to plunge into correction territory, the S&amp;P 500 has pared its losses for the new year by almost half after notching several days of gains. It&#39;s still quite likely that a stock market crash will happen sooner rather than later, as there have been 27 separate times since the end of World War II when the benchmark index has plunged 10% or more.</p><p>Even though 80% of corrections do not turn into bear markets, according to data from the Schwab Center for Financial Research, it&#39;s always good to prepare for a collapse.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b112ec2a42dbca26b645c75db3169a50\" tg-width=\"2000\" tg-height=\"1280\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p>But some stocks are already in the midst of their own bear markets, having tumbled by more than 20%, and the year is only just a month old. I&#39;ve argued elsewhere that a market correction is not to be feared, and in fact should be celebrated, because one of the benefits a downturn brings is that good stocks become cheap, giving savvy investors a chance to swoop in and pick up shares at a discount.</p><p>The four stocks below are the biggest losers in the S&amp;P 500 in 2022, so it&#39;s worth considering whether they are buys. Now, not every stock that craters is worth purchasing, as sometimes there could be something amiss in their operations that warrants the lower valuation. So with this quartet down between 28% and 33% from where they started the year, let&#39;s see if these index miscreants are opportunities -- or if you should stay away.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f381feb55b2db575d6449bdf4cf8dc70\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2>Etsy (down 28.3%)</h2><p><b>Etsy</b> (NASDAQ:ETSY) was a high-flying stock during the pandemic, particularly during the early days of the COVID outbreak when everyone wanted to know where to buy a face mask since they were in short supply. CEO Josh Silverman told <i>Fortune</i> at the time that traffic to the site spiked, with people specifically searching for &#34;face masks&#34; -- searches for the term hit nine per second.</p><p>You might think, with the urgency surrounding the pandemic having died down for most people, business would have slowed down for Etsy. Not so. The handcrafted and artistic goods e-commerce platform continues to post higher revenue, and is still adding more users each quarter. At the end of the third quarter, Etsy reported that gross merchandise sales (GMS) jumped 18% over last year, and were more than 2.5 times greater than the same period in 2019.</p><p>As Silverman noted in relation to Etsy&#39;s strong first-quarter results, &#34;Last year the world took notice of Etsy&#39;s highly differentiated value proposition, and that incredible momentum has continued.&#34;</p><p>So why is Etsy&#39;s stock down? It seems mostly related to a sector rotation by the market transitioning away from previous high-flying tech stocks and those companies that benefited from the pandemic. Etsy ticked both those boxes, but its business remains strong and growing. It looks like a good candidate to pick up at a significant discount.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af2ec446e599a234893ed9a7b9409e12\" tg-width=\"2000\" tg-height=\"1125\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2>EPAM Systems (down 28.8%)</h2><p>IT consultant <b>EPAM Systems</b> (NYSE:EPAM) is also mostly a victim of the stock market shunning growth tech stocks. It got socked by the pandemic as business slowed to a crawl because customers were leery about spending any money during lockdowns, but last year business turned up again with a vengeance.</p><p>Revenue was up 53% in the third quarter, almost breaching the $1 billion threshold, and the company is on track to post $1.1 billion in sales in the fourth quarter. Efficiency is critical for companies now, and EPAM helps businesses identify problems and create and implement solutions. Its deep pool of 47,000 engineers, designers, and consultants helps optimize business processes.</p><p>It has potential for even more growth, as analysts at IDC estimate enterprises will spend $6.5 trillion dollars on digital transformation initiatives over the next two years. The biggest risk facing EPA Systems seems to be if a recession hit, as it could cause companies to rein in their IT expenditures once again. Still, that would be just another short-term hiccup, and investors should have a much longer outlook for their investments. That makes EPAM&#39;s stock look like a good value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6583454f9e78c97fe7a0644cc25b0b44\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2>Netflix (down 29.1%)</h2><p>Yet another stock hammered by the world moving further away from the pandemic, <b>Netflix</b> (NASDAQ:NFLX) was already trending lower since November. But the bottom fell out of its stock when the movie streamer reported fourth-quarter earnings.</p><p>Netflix fell short not only of analyst expectations for new subscriber additions, but its own guidance as well, and then warned it won&#39;t be adding many in the first quarter either. Profits also plunged 34% from the year-ago period. It was hardly the stellar performance the market had come to expect from the streaming service, but there&#39;s an argument to be made that the beating the stock took was a bit excessive.</p><p>Netflix is actually still growing. It now has 222 million subscribers, and it just imposed a new price increase in North America to help offset the slowing growth in this very mature market. International markets still offer enormous potential for bigger gains.</p><p>The streamer isn&#39;t the only one slowing down after a monstrous period of expansion during the lockdown portion of the pandemic. <b>Disney</b> (NYSE: DIS) also took a hit after Disney+ growth underwhelmed Wall Street.</p><p>As the leading streaming service, and one that&#39;s still growing and still has a lot of potential overseas, Netflix ought to be considered a buy at this new lower price.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afbb47b9bd04a8f08c3bf6e5bdfb78fe\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2>Moderna (down 33.3%)</h2><p>Hey, what do you know? Another pandemic favorite now down on its luck. <b>Moderna</b> (NASDAQ:MRNA) needs no introduction, as there&#39;s a chance you&#39;ve been stuck by its vaccine for COVID-19, and maybe its booster shot, too. And both it and fellow vaccine maker <b>Pfizer</b> (NYSE: PFE) want to convince you an annual booster may be needed, too.</p><p>Should that become a reality, Moderna will be set for a steady flow of revenue. Its vaccine just got full authorization from the Food &amp; Drug Administration, which eases concerns some held about a vaccine that was only brought to market under emergency-use authorization.</p><p>While the influx of cash and profits has been the result of its vaccine, the proceeds will help Moderna finance its pipeline of other drug candidates and develop its mRNA technology to apply to other possible breakthroughs.</p><p>Moderna stock is not only cheap price-wise, but across numerous metrics too. It trades at just 10 times trailing earnings, 6 times next year&#39;s estimates, at a fraction of its sales, and at only 5 times the free cash flow it produces. A biotech can be volatile, and just because one drug succeeded doesn&#39;t mean others will -- but its stock looks like a buy at these prices.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time to Buy the S&P 500's 4 Worst-Performing Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Time to Buy the S&P 500's 4 Worst-Performing Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/04/is-it-time-to-buy-the-sp-500s-4-worst-performing-s/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsCorrections and bear markets are good times to buy stocks, but caution is still needed.Sometimes a badly beaten down stock is cheap for a reason.After looking like it was about to plunge ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/04/is-it-time-to-buy-the-sp-500s-4-worst-performing-s/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","ETSY":"Etsy, Inc.","EPAM":"Epam Systems","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2022/02/04/is-it-time-to-buy-the-sp-500s-4-worst-performing-s/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208456317","content_text":"Key PointsCorrections and bear markets are good times to buy stocks, but caution is still needed.Sometimes a badly beaten down stock is cheap for a reason.After looking like it was about to plunge into correction territory, the S&P 500 has pared its losses for the new year by almost half after notching several days of gains. It's still quite likely that a stock market crash will happen sooner rather than later, as there have been 27 separate times since the end of World War II when the benchmark index has plunged 10% or more.Even though 80% of corrections do not turn into bear markets, according to data from the Schwab Center for Financial Research, it's always good to prepare for a collapse.IMAGE SOURCE: GETTY IMAGES.But some stocks are already in the midst of their own bear markets, having tumbled by more than 20%, and the year is only just a month old. I've argued elsewhere that a market correction is not to be feared, and in fact should be celebrated, because one of the benefits a downturn brings is that good stocks become cheap, giving savvy investors a chance to swoop in and pick up shares at a discount.The four stocks below are the biggest losers in the S&P 500 in 2022, so it's worth considering whether they are buys. Now, not every stock that craters is worth purchasing, as sometimes there could be something amiss in their operations that warrants the lower valuation. So with this quartet down between 28% and 33% from where they started the year, let's see if these index miscreants are opportunities -- or if you should stay away.IMAGE SOURCE: GETTY IMAGES.Etsy (down 28.3%)Etsy (NASDAQ:ETSY) was a high-flying stock during the pandemic, particularly during the early days of the COVID outbreak when everyone wanted to know where to buy a face mask since they were in short supply. CEO Josh Silverman told Fortune at the time that traffic to the site spiked, with people specifically searching for \"face masks\" -- searches for the term hit nine per second.You might think, with the urgency surrounding the pandemic having died down for most people, business would have slowed down for Etsy. Not so. The handcrafted and artistic goods e-commerce platform continues to post higher revenue, and is still adding more users each quarter. At the end of the third quarter, Etsy reported that gross merchandise sales (GMS) jumped 18% over last year, and were more than 2.5 times greater than the same period in 2019.As Silverman noted in relation to Etsy's strong first-quarter results, \"Last year the world took notice of Etsy's highly differentiated value proposition, and that incredible momentum has continued.\"So why is Etsy's stock down? It seems mostly related to a sector rotation by the market transitioning away from previous high-flying tech stocks and those companies that benefited from the pandemic. Etsy ticked both those boxes, but its business remains strong and growing. It looks like a good candidate to pick up at a significant discount.IMAGE SOURCE: GETTY IMAGES.EPAM Systems (down 28.8%)IT consultant EPAM Systems (NYSE:EPAM) is also mostly a victim of the stock market shunning growth tech stocks. It got socked by the pandemic as business slowed to a crawl because customers were leery about spending any money during lockdowns, but last year business turned up again with a vengeance.Revenue was up 53% in the third quarter, almost breaching the $1 billion threshold, and the company is on track to post $1.1 billion in sales in the fourth quarter. Efficiency is critical for companies now, and EPAM helps businesses identify problems and create and implement solutions. Its deep pool of 47,000 engineers, designers, and consultants helps optimize business processes.It has potential for even more growth, as analysts at IDC estimate enterprises will spend $6.5 trillion dollars on digital transformation initiatives over the next two years. The biggest risk facing EPA Systems seems to be if a recession hit, as it could cause companies to rein in their IT expenditures once again. Still, that would be just another short-term hiccup, and investors should have a much longer outlook for their investments. That makes EPAM's stock look like a good value.IMAGE SOURCE: GETTY IMAGES.Netflix (down 29.1%)Yet another stock hammered by the world moving further away from the pandemic, Netflix (NASDAQ:NFLX) was already trending lower since November. But the bottom fell out of its stock when the movie streamer reported fourth-quarter earnings.Netflix fell short not only of analyst expectations for new subscriber additions, but its own guidance as well, and then warned it won't be adding many in the first quarter either. Profits also plunged 34% from the year-ago period. It was hardly the stellar performance the market had come to expect from the streaming service, but there's an argument to be made that the beating the stock took was a bit excessive.Netflix is actually still growing. It now has 222 million subscribers, and it just imposed a new price increase in North America to help offset the slowing growth in this very mature market. International markets still offer enormous potential for bigger gains.The streamer isn't the only one slowing down after a monstrous period of expansion during the lockdown portion of the pandemic. Disney (NYSE: DIS) also took a hit after Disney+ growth underwhelmed Wall Street.As the leading streaming service, and one that's still growing and still has a lot of potential overseas, Netflix ought to be considered a buy at this new lower price.IMAGE SOURCE: GETTY IMAGES.Moderna (down 33.3%)Hey, what do you know? Another pandemic favorite now down on its luck. Moderna (NASDAQ:MRNA) needs no introduction, as there's a chance you've been stuck by its vaccine for COVID-19, and maybe its booster shot, too. And both it and fellow vaccine maker Pfizer (NYSE: PFE) want to convince you an annual booster may be needed, too.Should that become a reality, Moderna will be set for a steady flow of revenue. Its vaccine just got full authorization from the Food & Drug Administration, which eases concerns some held about a vaccine that was only brought to market under emergency-use authorization.While the influx of cash and profits has been the result of its vaccine, the proceeds will help Moderna finance its pipeline of other drug candidates and develop its mRNA technology to apply to other possible breakthroughs.Moderna stock is not only cheap price-wise, but across numerous metrics too. It trades at just 10 times trailing earnings, 6 times next year's estimates, at a fraction of its sales, and at only 5 times the free cash flow it produces. A biotech can be volatile, and just because one drug succeeded doesn't mean others will -- but its stock looks like a buy at these prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939432843,"gmtCreate":1662159395882,"gmtModify":1676537007673,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Intel? Now? Hmmm....","listText":"Intel? Now? Hmmm....","text":"Intel? Now? Hmmm....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9939432843","repostId":"2264267800","repostType":4,"repost":{"id":"2264267800","kind":"highlight","pubTimestamp":1662132274,"share":"https://ttm.financial/m/news/2264267800?lang=&edition=fundamental","pubTime":"2022-09-02 23:24","market":"us","language":"en","title":"3 Dow Stocks That Are Screaming Buys in September","url":"https://stock-news.laohu8.com/highlight/detail?id=2264267800","media":"Motley Fool","summary":"The Dow Jones Industrial Average is housing three amazing deals in plain sight.","content":"<html><head></head><body><p>This has been one of the most difficult years on record for Wall Street and the investing community. The U.S. economy has delivered back-to-back quarters of gross domestic product declines, the U.S. inflation rate is hitting a more than four-decade high, and Russia&#39;s invasion of Ukraine throws an even bigger monkey wrench into an already-damaged global energy supply chain. Perhaps it&#39;s no surprise that the benchmark <b>S&amp;P 500</b> and growth-driven <b>Nasdaq Composite</b> entered bear market territory.</p><p>However, the iconic <b>Dow Jones Industrial Average</b> has avoided this fate. The Dow Jones, which is comprised of 30 multinational companies, has likely outperformed the other major indexes because it&#39;s packed with profitable, time-tested businesses. In other words, sometimes it pays to invest in mature stocks that just keep winning over time.</p><p>With the broader market taking it on the chin, now is as good a time as any for opportunistic investors to put their money to work. What follows are three Dow stocks that are nothing short of screaming buys in September.</p><h2>1. <a href=\"https://laohu8.com/S/INTC\">Intel</a></h2><p>The first Dow stock that&#39;s begging to be bought by long-term investors in September is semiconductor stock <b>Intel</b>.</p><p>Shares of Intel have been halved over the past 18 months. This looks to be due to a combination of the U.S. and global economy weakening, demand for personal computers declining as workers get back to the office, and supply chain concerns continuing to weigh on production. It also hasn&#39;t helped that rival <b>Advanced Micro Devices</b> has been chipping away at Intel&#39;s market share in its computing and data center segments.</p><p>Yet, in spite of these challenges, buying Intel at its current share price looks like an absolute steal for investors who can exercise patience -- and who want to receive a 4.4% annual dividend yield while they wait for Intel&#39;s catalysts to carry shares notably higher.</p><p>Before writing Intel&#39;s eulogy, skeptics should take a closer look at desktop, mobile, and server market share among central processing unit (CPU) developers and manufacturers. As of the end of the first quarter of 2022, Intel respectively controlled almost 82% of desktop CPUs, close to 78% of mobile CPU share, and just over 88% of server CPU share (excluding Internet of Things devices).  It doesn&#39;t appear that Intel will be losing its high-margin, cash-rich crown anytime soon.</p><p>Another reason to be optimistic about Intel is the expected spinoff of autonomous vehicle company <a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>, which Intel purchased for $15.3 billion in 2017. Mobileye generated record sales of $460 million during the June-ended quarter, which represents an increase of 41% from the prior-year period.  With innovation being the name of the game in the auto industry, it&#39;s possible Intel&#39;s stake in Mobileye could create a nice windfall for the company.</p><p>The $52 billion CHIPS Act, which President Joe Biden signed into law less than a month ago, is an additional catalyst that favors Intel&#39;s growth prospects.  With subsidies likely on the way to promote manufacturing expansion, Intel is a good bet to reignite its growth engine sooner than later.</p><h2>2. <a href=\"https://laohu8.com/S/V\">Visa</a></h2><p>The second Dow Jones Industrial Average stock that presents as a screaming buy in September is payment processor <b>Visa</b>.</p><p>Virtually all financial stocks, including Visa, are cyclical. This is a fancy way of saying that they ebb and flow with the U.S. and/or global economy. If the economy is firing on all cylinders and growing, Visa&#39;s top line should expand as consumers and businesses increase their spending. Conversely, when economic contractions and recessions arise, spending tends to decline, which can adversely impact Visa&#39;s revenue and profits.</p><p>However, it&#39;s important to realize that this is a simple numbers game that strongly favors Visa and its patient shareholders. Even though recessions are an inevitable part of the economic cycle, periods of expansion last substantially longer. Simply buying and holding Visa stock should allow investors to take advantage of these disproportionately long periods of expansion.</p><p>On a more company-specific level, Visa finds itself as the leading payment processor in the No. 1 market for consumption in the world: the United States. As of 2020, based on filings with the Securities and Exchange Commission among the four biggest payment processors, Visa controlled a 54% share of credit card network payment volume in the United States.  Further, no payment processor grew its share of credit card network payment volume more following the Great Recession (2007-2009) than Visa.</p><p>Then again, there&#39;s plenty of opportunity beyond domestic borders. Visa has demonstrated a willingness to grow inorganically (e.g., the company acquired Visa Europe in 2016) and has plenty of runway to push its payment infrastructure into chronically underbanked regions, such as the Middle East, Africa, and Southeastern Asia.</p><p>Lastly, investors should note that Visa strictly acts as a payment processor and completely avoids lending. Though it wouldn&#39;t have any issue generating net-interest income and fees as a lender, Visa&#39;s management realizes that lending would expose the company to potential loan delinquencies and charge-offs during recessions. Not having to set aside capital to cover loan losses is a big advantage for Visa that allows it to maintain a profit margin above 50%, as well as bounce back from recessions faster than other financial stocks.</p><h2>3. <a href=\"https://laohu8.com/S/V\">Verizon Communications</a></h2><p>The third Dow Jones stock that&#39;s a screaming buy in September is telecom giant <b>Verizon Communications</b>. Whereas Intel is hitting fresh five-year lows, Verizon&#39;s share price is flirting with its lowest point over the trailing decade.</p><p>A number of factors are weighing on Verizon, including increased promotional activity from its peers, the aforementioned weakening U.S. economic outlook, and rapidly rising interest rates. Verizon, which is known to finance infrastructure upgrades and purchases with debt, will have to pay more to finance future deals and projects. Yet even with these plain-as-day headwinds, Verizon looks like an incredible bargain.</p><p>Following years without a true catalyst, Verizon should benefit nicely from the 5G revolution. Although the company will spend billions of dollars to upgrade its wireless infrastructure to support 5G download speeds, it&#39;ll be well worth it. Consumers and businesses are expected to upgrade their devices to take advantage of faster download speeds through at least the midpoint of the decade. Since data consumption is what fuels the juiciest margins for Verizon&#39;s wireless segment, 5G should steadily move its profit needle higher.</p><p>To add to the above, increased competition isn&#39;t having a notably adverse impact on the company&#39;s core operating segment. The June-ended quarter saw retail postpaid wireless churn hit 1.03%, which is historically low.  What this figure tells investors is that Verizon&#39;s operating cash flow remains highly predictable, and the company&#39;s customers are generally loyal to the brand.</p><p>Investors would be wise not to overlook Verizon&#39;s 5G at-home broadband push, either. Verizon spared no expense to scoop up 5G mid-band spectrum that it plans to use to reach 50 million households and 14 million businesses with its broadband services by the end of 2025. While broadband isn&#39;t the growth story it once was, it can help Verizon boost its operating cash flow and lead to higher-margin media bundles at the consumer level.</p><p>With Verizon valued at just eight times Wall Street&#39;s forecast earnings for 2023 and doling out a nearly 6% yield, there looks to be a very favorable risk-versus-reward ratio for income-and-value-seeking investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Dow Stocks That Are Screaming Buys in September</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\">\n3 Dow Stocks That Are Screaming Buys in September\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-02 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/01/3-dow-stocks-that-are-screaming-buys-in-september/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This has been one of the most difficult years on record for Wall Street and the investing community. The U.S. economy has delivered back-to-back quarters of gross domestic product declines, the U.S. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/01/3-dow-stocks-that-are-screaming-buys-in-september/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4512":"苹果概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4141":"半导体产品","BK4559":"巴菲特持仓","BK4554":"元宇宙及AR概念","BK4529":"IDC概念","BK4515":"5G概念","V":"Visa","BK4581":"高盛持仓","BK4527":"明星科技股","BK4535":"淡马锡持仓","INTC":"英特尔","VZ":"威瑞森","BK4534":"瑞士信贷持仓","BK4579":"人工智能"},"source_url":"https://www.fool.com/investing/2022/09/01/3-dow-stocks-that-are-screaming-buys-in-september/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264267800","content_text":"This has been one of the most difficult years on record for Wall Street and the investing community. The U.S. economy has delivered back-to-back quarters of gross domestic product declines, the U.S. inflation rate is hitting a more than four-decade high, and Russia's invasion of Ukraine throws an even bigger monkey wrench into an already-damaged global energy supply chain. Perhaps it's no surprise that the benchmark S&P 500 and growth-driven Nasdaq Composite entered bear market territory.However, the iconic Dow Jones Industrial Average has avoided this fate. The Dow Jones, which is comprised of 30 multinational companies, has likely outperformed the other major indexes because it's packed with profitable, time-tested businesses. In other words, sometimes it pays to invest in mature stocks that just keep winning over time.With the broader market taking it on the chin, now is as good a time as any for opportunistic investors to put their money to work. What follows are three Dow stocks that are nothing short of screaming buys in September.1. IntelThe first Dow stock that's begging to be bought by long-term investors in September is semiconductor stock Intel.Shares of Intel have been halved over the past 18 months. This looks to be due to a combination of the U.S. and global economy weakening, demand for personal computers declining as workers get back to the office, and supply chain concerns continuing to weigh on production. It also hasn't helped that rival Advanced Micro Devices has been chipping away at Intel's market share in its computing and data center segments.Yet, in spite of these challenges, buying Intel at its current share price looks like an absolute steal for investors who can exercise patience -- and who want to receive a 4.4% annual dividend yield while they wait for Intel's catalysts to carry shares notably higher.Before writing Intel's eulogy, skeptics should take a closer look at desktop, mobile, and server market share among central processing unit (CPU) developers and manufacturers. As of the end of the first quarter of 2022, Intel respectively controlled almost 82% of desktop CPUs, close to 78% of mobile CPU share, and just over 88% of server CPU share (excluding Internet of Things devices).  It doesn't appear that Intel will be losing its high-margin, cash-rich crown anytime soon.Another reason to be optimistic about Intel is the expected spinoff of autonomous vehicle company Mobileye, which Intel purchased for $15.3 billion in 2017. Mobileye generated record sales of $460 million during the June-ended quarter, which represents an increase of 41% from the prior-year period.  With innovation being the name of the game in the auto industry, it's possible Intel's stake in Mobileye could create a nice windfall for the company.The $52 billion CHIPS Act, which President Joe Biden signed into law less than a month ago, is an additional catalyst that favors Intel's growth prospects.  With subsidies likely on the way to promote manufacturing expansion, Intel is a good bet to reignite its growth engine sooner than later.2. VisaThe second Dow Jones Industrial Average stock that presents as a screaming buy in September is payment processor Visa.Virtually all financial stocks, including Visa, are cyclical. This is a fancy way of saying that they ebb and flow with the U.S. and/or global economy. If the economy is firing on all cylinders and growing, Visa's top line should expand as consumers and businesses increase their spending. Conversely, when economic contractions and recessions arise, spending tends to decline, which can adversely impact Visa's revenue and profits.However, it's important to realize that this is a simple numbers game that strongly favors Visa and its patient shareholders. Even though recessions are an inevitable part of the economic cycle, periods of expansion last substantially longer. Simply buying and holding Visa stock should allow investors to take advantage of these disproportionately long periods of expansion.On a more company-specific level, Visa finds itself as the leading payment processor in the No. 1 market for consumption in the world: the United States. As of 2020, based on filings with the Securities and Exchange Commission among the four biggest payment processors, Visa controlled a 54% share of credit card network payment volume in the United States.  Further, no payment processor grew its share of credit card network payment volume more following the Great Recession (2007-2009) than Visa.Then again, there's plenty of opportunity beyond domestic borders. Visa has demonstrated a willingness to grow inorganically (e.g., the company acquired Visa Europe in 2016) and has plenty of runway to push its payment infrastructure into chronically underbanked regions, such as the Middle East, Africa, and Southeastern Asia.Lastly, investors should note that Visa strictly acts as a payment processor and completely avoids lending. Though it wouldn't have any issue generating net-interest income and fees as a lender, Visa's management realizes that lending would expose the company to potential loan delinquencies and charge-offs during recessions. Not having to set aside capital to cover loan losses is a big advantage for Visa that allows it to maintain a profit margin above 50%, as well as bounce back from recessions faster than other financial stocks.3. Verizon CommunicationsThe third Dow Jones stock that's a screaming buy in September is telecom giant Verizon Communications. Whereas Intel is hitting fresh five-year lows, Verizon's share price is flirting with its lowest point over the trailing decade.A number of factors are weighing on Verizon, including increased promotional activity from its peers, the aforementioned weakening U.S. economic outlook, and rapidly rising interest rates. Verizon, which is known to finance infrastructure upgrades and purchases with debt, will have to pay more to finance future deals and projects. Yet even with these plain-as-day headwinds, Verizon looks like an incredible bargain.Following years without a true catalyst, Verizon should benefit nicely from the 5G revolution. Although the company will spend billions of dollars to upgrade its wireless infrastructure to support 5G download speeds, it'll be well worth it. Consumers and businesses are expected to upgrade their devices to take advantage of faster download speeds through at least the midpoint of the decade. Since data consumption is what fuels the juiciest margins for Verizon's wireless segment, 5G should steadily move its profit needle higher.To add to the above, increased competition isn't having a notably adverse impact on the company's core operating segment. The June-ended quarter saw retail postpaid wireless churn hit 1.03%, which is historically low.  What this figure tells investors is that Verizon's operating cash flow remains highly predictable, and the company's customers are generally loyal to the brand.Investors would be wise not to overlook Verizon's 5G at-home broadband push, either. Verizon spared no expense to scoop up 5G mid-band spectrum that it plans to use to reach 50 million households and 14 million businesses with its broadband services by the end of 2025. While broadband isn't the growth story it once was, it can help Verizon boost its operating cash flow and lead to higher-margin media bundles at the consumer level.With Verizon valued at just eight times Wall Street's forecast earnings for 2023 and doling out a nearly 6% yield, there looks to be a very favorable risk-versus-reward ratio for income-and-value-seeking investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832032875,"gmtCreate":1629537221097,"gmtModify":1676530067779,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Bull is over","listText":"Bull is over","text":"Bull is over","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832032875","repostId":"1114812009","repostType":4,"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173520695,"gmtCreate":1626671447517,"gmtModify":1703763089467,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Of course, if not, expecting big banks become smaller and small banks become bigger?","listText":"Of course, if not, expecting big banks become smaller and small banks become bigger?","text":"Of course, if not, expecting big banks become smaller and small banks become bigger?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/173520695","repostId":"1101408121","repostType":4,"repost":{"id":"1101408121","kind":"news","pubTimestamp":1626666252,"share":"https://ttm.financial/m/news/1101408121?lang=&edition=fundamental","pubTime":"2021-07-19 11:44","market":"us","language":"en","title":"Big banks are getting even bigger, raising alarms in Washington","url":"https://stock-news.laohu8.com/highlight/detail?id=1101408121","media":"CNN","summary":"New York (CNN Business)Banks have been on a shopping spree for the past year — and that's raising so","content":"<p>New York (CNN Business)Banks have been on a shopping spree for the past year — and that's raising some alarm bells in Washington.</p>\n<p>Senators Elizabeth Warren and Sherrod Brown have been critical of the top banks for their dealmaking, citing concerns that the spate of mergers will hurt average consumers and make it tougher for smaller community banks to remain competitive.</p>\n<p>There were 52 banks with more than $50 billion in assets at the end of the first quarter of 2021, up from 39 banks at the end of 2017, according to data from S&amp;P Global Market Intelligence.</p>\n<p>This year alone, PNC (PNC) bought BBVA USA Bancshares, a deal that allowed PNC to become the fifth-largest bank in the United States by assets. And Huntington Bancshares (HBAN) merged with TCF.</p>\n<p>Meanwhile, several other regional banking deals announced earlier this year are pending approval, including M&amp;T Bank's (MTB) purchase of People's United (PBCT), the acquisition of Flagstar Bancorp (FBC) by New York Community Bancorp (NYCB) and a merger between Webster Financial (WBS) and Sterling Bancorp (SBT).</p>\n<p>Congress is partly responsible for bank merger bonanza</p>\n<p>The frenetic pace of bank shotgun weddings is largely a result of changes in financial regulations over the past few years.</p>\n<p>It's no coincidence that there have been a slew of bank mergers since lawmakers ruled in 2018 that banks had to have $250 billion in assets, and not \"just\" $50 billion, in order to be considered systemically important financial institutions (SIFIs) that are subject to more regulations.</p>\n<p>Only a dozen US banks currently are large enough to get a SIFI designation, including JPMorgan Chase (JPM), Bank of America (BAC), Wells Fargo (WFC), Citigroup (C), Truist (TFC), US Bancorp (USB) and PNC.</p>\n<p>The SIFI change from $50 billion to $250 billion opened the door for many mid-size banks to scoop up rivals without fear that they would suddenly be required to go through more strict and onerous oversight.</p>\n<p>Banks have took advantage of the change and began pairing up. The reasons for doing so are pretty obvious: Larger institutions can cut costs and improve efficiencies to boost profits.</p>\n<p>The pandemic jump-started more deals, too. The Federal Reserve's emergency rate cuts have made it more difficult for banks to make money on loans since interest rates are near zero — and likely to stay there for the foreseeable future.</p>\n<p>That was evident from the latest quarterly results of top banks that were reported this week. Revenue for the second quarter fell at JPMorgan Chase, Bank of America, Citi and BNY Mellon (BK) when compared with a year ago.</p>\n<p>Changes from DC on the horizon?</p>\n<p>But it's not clear how much longer the bank M&amp;A wave will last. It is worth noting that the most recent changes to bank laws in Washington were accomplished during the Trump administration and with a Republican-controlled Senate.</p>\n<p>President Biden recently signaled with a sweeping executive order that he intends to scrutinize mergers more closely than his predecessor.</p>\n<p>Warren, along with Democratic Congressman Jesus \"Chuy\" Garcia, also introduced a Bank Merger Review Modernization Act bill in December 2019 that could possibly be reintroduced now that the Democrats have a slim majority in the Senate due to a tie-breaking vote from Vice President Harris.</p>\n<p>The goal of the Warren-Garcia legislation is to \"end rubber stamping of bank merger applications.\"</p>\n<p>That's likely to get a sympathetic ear from Brown, the Ohio senator who is chair of the Senate's Banking, Housing, and Urban Affairs Committee.</p>\n<p>Brown grilled Federal Reserve chairman Jerome Powell Thursday about bank mergers during Powell's appearance before the committee for his semiannual testimony about the economy.</p>\n<p>\"We can't let big banks merge into bigger and bigger megabanks, making it harder for small banks to compete and leaving rural and Black and brown communities behind,\" Brown said in his prepared remarks to Powell.</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>Big banks are getting even bigger, raising alarms in Washington</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; 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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\">\nBig banks are getting even bigger, raising alarms in Washington\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 11:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/07/16/investing/bank-mergers-stocks/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)Banks have been on a shopping spree for the past year — and that's raising some alarm bells in Washington.\nSenators Elizabeth Warren and Sherrod Brown have been critical of the ...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/16/investing/bank-mergers-stocks/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBT":"Sterling Bancorp, Inc.","WBS":"韦伯斯特金融","PBCT":"人联金融","FBC":"弗拉格斯塔万通金控","MTB":"美国制商银行","PNC":"PNC金融"},"source_url":"https://edition.cnn.com/2021/07/16/investing/bank-mergers-stocks/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101408121","content_text":"New York (CNN Business)Banks have been on a shopping spree for the past year — and that's raising some alarm bells in Washington.\nSenators Elizabeth Warren and Sherrod Brown have been critical of the top banks for their dealmaking, citing concerns that the spate of mergers will hurt average consumers and make it tougher for smaller community banks to remain competitive.\nThere were 52 banks with more than $50 billion in assets at the end of the first quarter of 2021, up from 39 banks at the end of 2017, according to data from S&P Global Market Intelligence.\nThis year alone, PNC (PNC) bought BBVA USA Bancshares, a deal that allowed PNC to become the fifth-largest bank in the United States by assets. And Huntington Bancshares (HBAN) merged with TCF.\nMeanwhile, several other regional banking deals announced earlier this year are pending approval, including M&T Bank's (MTB) purchase of People's United (PBCT), the acquisition of Flagstar Bancorp (FBC) by New York Community Bancorp (NYCB) and a merger between Webster Financial (WBS) and Sterling Bancorp (SBT).\nCongress is partly responsible for bank merger bonanza\nThe frenetic pace of bank shotgun weddings is largely a result of changes in financial regulations over the past few years.\nIt's no coincidence that there have been a slew of bank mergers since lawmakers ruled in 2018 that banks had to have $250 billion in assets, and not \"just\" $50 billion, in order to be considered systemically important financial institutions (SIFIs) that are subject to more regulations.\nOnly a dozen US banks currently are large enough to get a SIFI designation, including JPMorgan Chase (JPM), Bank of America (BAC), Wells Fargo (WFC), Citigroup (C), Truist (TFC), US Bancorp (USB) and PNC.\nThe SIFI change from $50 billion to $250 billion opened the door for many mid-size banks to scoop up rivals without fear that they would suddenly be required to go through more strict and onerous oversight.\nBanks have took advantage of the change and began pairing up. The reasons for doing so are pretty obvious: Larger institutions can cut costs and improve efficiencies to boost profits.\nThe pandemic jump-started more deals, too. The Federal Reserve's emergency rate cuts have made it more difficult for banks to make money on loans since interest rates are near zero — and likely to stay there for the foreseeable future.\nThat was evident from the latest quarterly results of top banks that were reported this week. Revenue for the second quarter fell at JPMorgan Chase, Bank of America, Citi and BNY Mellon (BK) when compared with a year ago.\nChanges from DC on the horizon?\nBut it's not clear how much longer the bank M&A wave will last. It is worth noting that the most recent changes to bank laws in Washington were accomplished during the Trump administration and with a Republican-controlled Senate.\nPresident Biden recently signaled with a sweeping executive order that he intends to scrutinize mergers more closely than his predecessor.\nWarren, along with Democratic Congressman Jesus \"Chuy\" Garcia, also introduced a Bank Merger Review Modernization Act bill in December 2019 that could possibly be reintroduced now that the Democrats have a slim majority in the Senate due to a tie-breaking vote from Vice President Harris.\nThe goal of the Warren-Garcia legislation is to \"end rubber stamping of bank merger applications.\"\nThat's likely to get a sympathetic ear from Brown, the Ohio senator who is chair of the Senate's Banking, Housing, and Urban Affairs Committee.\nBrown grilled Federal Reserve chairman Jerome Powell Thursday about bank mergers during Powell's appearance before the committee for his semiannual testimony about the economy.\n\"We can't let big banks merge into bigger and bigger megabanks, making it harder for small banks to compete and leaving rural and Black and brown communities behind,\" Brown said in his prepared remarks to Powell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581586523786578","authorId":"3581586523786578","name":"ckww","avatar":"https://static.tigerbbs.com/bc2cc1ef6533d547201ce880e7c04b9c","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581586523786578","authorIdStr":"3581586523786578"},"content":"Hahaha... You got a point there.","text":"Hahaha... You got a point there.","html":"Hahaha... You got a point there."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139698978,"gmtCreate":1621610788594,"gmtModify":1704360578728,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Is your time horizon a very short time frame?","listText":"Is your time horizon a very short time frame?","text":"Is your time horizon a very short time frame?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/139698978","repostId":"1108503848","repostType":4,"repost":{"id":"1108503848","kind":"news","pubTimestamp":1621588268,"share":"https://ttm.financial/m/news/1108503848?lang=&edition=fundamental","pubTime":"2021-05-21 17:11","market":"us","language":"en","title":"5 Winning Stocks and 5 Losing Stocks to Watch Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1108503848","media":"InvestorPlace","summary":"Even the losers from this past week are stocks to watch in the coming months and years\nSource: Shutt","content":"<p>Even the losers from this past week are stocks to watch in the coming months and years</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1b96841fd1fab78d26e207f9b18338\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Shutterstock</span></p>\n<p>Around this time last year, I wrote up a gallery of stocks to watch that had caught investor interest over a week’s worth of trading. In that example, the<b>S&amp;P 500</b>had gained 3.5% over the previous five days of trading.</p>\n<p>As a result, out of my 10 stocks to watch,seven were burning up the track&nbsp;while three were lagging the index.</p>\n<p>Now that we’re in 2021, I thought I would do the same thing.</p>\n<p>Only this time, I’ll find five winners and losers from the past five days of trading who’ve either outperformed or underperformed the index. For this article, I’ll use May 12 through May 18 (five days and a weekend) and limit the companies to stocks with market capitalizations of $10 billion or higher.</p>\n<p>If you’re wondering, the 10 stocks to watch from my article (both good and bad weekly performances) had lights-out returns over the past year.</p>\n<p>Between May 12 and May 18, the S&amp;P 500 had a total return of -0.6%. Based on that, here are my five winning stocks and five losing stocks to watch right now.</p>\n<ul>\n <li><b>NortonLifeLock</b>(NASDAQ:<b><u>NLOK</u></b>)</li>\n <li><b>Occidental Petroleum</b>(NYSE:<b><u>OXY</u></b>)</li>\n <li><b>Ulta Beauty</b>(NASDAQ:<b><u>ULTA</u></b>)</li>\n <li><b>Royal Caribbean</b>(NYSE:<b><u>RCL</u></b>)</li>\n <li><b>Hershey</b>(NYSE:<b><u>HSY</u></b>)</li>\n <li><b>AT&amp;T</b>(NYSE:<b><u>T</u></b>)</li>\n <li><b>Lennar</b>(NYSE:<b><u>LEN</u></b>)</li>\n <li><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)</li>\n <li><b>Chipotle Mexican Grill</b>(NYSE:<b><u>CMG</u></b>)</li>\n <li><b>MSCI</b>(NYSE:<b><u>MSCI</u></b>)</li>\n</ul>\n<p><b>NortonLifeLock (NLOK)</b></p>\n<p><b>Five-day performance:</b>13.5%</p>\n<p>The cybersecurity software and services company got a nice boost on May 12 when BofA analyst Tal Liani upgraded NLOK stock to “buy” from “underperform.” More importantly, the analyst increased its target price by 58%, from&nbsp;$19 to $30. Currently trading below the target, it’s possible future quarterly results could push that higher.</p>\n<p>Liani believes that the consumer market, NortonLifeLock’s bread and butter, provides it with a long runway of growth. The company itself expects 2022 revenue growth of at least 8% and adjusted earnings per share of $1.70, which would be 60% higher year-over-year.</p>\n<p>“Management believes the consumer cybersecurity market is heavily underpenetrated, which leaves room for growing the subscriber base as well,” Liani wrote.“Lastly, international expansion is another key element, with international sales accounting for 30% of revenues, and management outlined a country-by-country strategy to address the remaining potential.”</p>\n<p>NortonLifeLock’s been on a strong run the past five years with an annualized total return of 18.8%. But it looks as though the next five could be equally rewarding for shareholders.</p>\n<p><b>Occidental Petroleum (OXY)</b></p>\n<p><b>Five-day performance:</b>5.6%</p>\n<p><i>Investor’s Business Daily</i>&nbsp;commented in early May that the Occidental corporate jet was&nbsp;spotted in Omaha&nbsp;days before Warren Buffett invested&nbsp;$10 billion&nbsp;in the oil company in 2019.</p>\n<p>At times in the past couple of years, I’m sure Buffett would have preferred the jet go almost anywhere else except Omaha, as the price of oil tanked. As part of his $10 billion preferred-share investment, Buffett got&nbsp;83.86 million warrants&nbsp;to buy OXY stock at $59.62.</p>\n<p>Starting in 2029, Occidental can redeem the 8% preferreds at a redemption price equal to 105% of the liquidation preference plus any unpaid dividends. The dividends Buffett was paid in 2020 were made in Oxy stock. The Oracle of Omaha&nbsp;sold those shares&nbsp;in August 2020.</p>\n<p>Thanks to a rebound in oil prices, Occidental’s got a total return of almost 72% over the past year, significantly higher than the U.S. markets as a whole. However, as I write this, OXY stock is still trading at less than half Buffett’s exercise price.</p>\n<p>He’s got until one year after Occidental were to redeem its preferred shares. That means at least another nine years to move into the money.</p>\n<p><b>Ulta Beauty (ULTA)</b></p>\n<p><b>Five-day performance:</b>4.7%</p>\n<p>The specialty retailer of cosmetics, skin and hair care products, fragrances, and a provider of beauty salon services, reports its&nbsp;Q1 2021 results&nbsp;on May 27. The 27 analysts who cover ULTA estimate&nbsp;$1.90 per share&nbsp;on the bottom line and $1.63 billion in sales on the top line. Both will be marked improvements from a year ago when Covid-19 stay-at-home orders were kicking in.</p>\n<p>In mid-May, JPMorgan analysts named Ulta to its list of&nbsp;favorite retail stocks. The bank gives ULTA an overweight rating and has it on its Analyst Focus List. Interestingly,<b>Target</b>(NYSE:<b><u>TGT</u></b>) is also a favorite of JPM due to its inventory control and overall strength during the important back-to-school season.</p>\n<p>In November, Ulta announced that it would open&nbsp;1,000-square-foot shops&nbsp;within Target. They will be staffed by the discount retailer with training from Ulta.</p>\n<p>Both Ulta CEO Mary Dillon and Target CEO Brian Cornell believe the arrangement will help drive traffic to both stores. Two of the best CEOs in retail, this partnership is sure to be a success, making ULTA one of our stocks to watch.</p>\n<p><b>Royal Caribbean (RCL)</b></p>\n<p><b>Five-day performance:</b>4.6%</p>\n<p>It wasn’t just Royal Caribbean that had a good five days of trading. All of the cruise operators did.<b>Carnival</b>&nbsp;(NYSE:<b><u>CCL</u></b>) and&nbsp;<b>Norwegian Cruise Line Holdings</b>&nbsp;(NYSE:<b><u>NCLH</u></b>) were up 8.2% and 5.7%, respectively. I happen to prefer RCL over the other two.</p>\n<p>The cruise operator got&nbsp;excellent news&nbsp;in late April when the Centers for Disease Control and Prevention clarified its position on cruise ships setting sail from American ports of call this summer. Royal Caribbean figures it can restart its U.S. cruise departures in mid-July.</p>\n<p>Considering it lost&nbsp;$1.1 billion&nbsp;in its latest quarter, the news couldn’t have come at a better time. Plus, its balance sheet is currently bolstered by more than $5 billion in cash. As cruise-goers appear to be ready to spend more on cruises than in past years, they should be able to get back to pre-Covid revenues by the end of 2022, perhaps earlier.</p>\n<p>In 2020, while RCL was getting pummeled, I continued to say it was&nbsp;a long-term winner. Up almost double in the past year, RCL should top $100 before the end of 2021.</p>\n<p><b>Hershey (HSY)</b></p>\n<p><b>Five-day performance:</b>2.3%</p>\n<p>I know what you’re thinking. When considering stocks to watch, why include a company that gained a measly 2.3% over the past five days? Especially when there were 46 stocks ($10 billion market cap or higher) with a better return?</p>\n<p>Simple. I like the job CEO Michele Buck has done since&nbsp;taking the top job&nbsp;in March 2017. It’s why I included Hershey on my October 2020&nbsp;list of companies&nbsp;with top-notch women CEOs. Since that article, HSY stock is up 18% since.</p>\n<p>&nbsp;In late April, Buck said that she expects&nbsp;Halloween to be very strong&nbsp;this coming October as vaccinations make it possible for trick-or-treaters to get out in the evening air to collect their annual haul of candy and chocolate. I, for one, will be loading up this year.</p>\n<p>“Consumers are participating in seasons, they are telling us they’re doing more movie nights at home, they’re making more s’mores at home [and] at the same time, we’re seeing growth in our food service and our own retail businesses, which are away from home,” Buck told<i>CNBC.</i></p>\n<p>As a result, HSY sees higher earnings and sales in 2021 than originally expected. It’s good to know consumers haven’t lost their taste for sweets during the pandemic.</p>\n<p><b>AT&amp;T</b><b>(T)</b></p>\n<p><b>Five-day performance:</b>-8.4%</p>\n<p>Back in July 2018, I wrote about the&nbsp;<i>7 Reasons AT&amp;T Is Going to Blow the Time Warner Merger.</i>At the time, the Department of Justice was trying to block the mega-merger.</p>\n<p>In hindsight, I’m sure long-time shareholders wish the DOJ had been successful in blocking the acquisition. It’s been both a time waster and a serious blow to AT&amp;T’s reputation with dividend investors.</p>\n<p><i>CNBC</i>host Jim Cramer has been&nbsp;very critical&nbsp;of the mistakes made by AT&amp;T.</p>\n<p>“I am not calling it a transformational deal. I am calling it the denouement of a ridiculously stupid deal, the $85 billion acquisition of Time Warner, a deal that closed less than three years ago,” Cramer stated in his<i>Real Money</i>column on May 17, the day AT&amp;T threw in the towel on WarnerMedia.</p>\n<p>The reality is that T paid $85 billion for WarnerMedia. It’s getting&nbsp;$43 billion&nbsp;in cash, debt, and WarnerMedia retains some of the debt. AT&amp;T shareholders will also own 71% of the new business.</p>\n<p>The downside is that AT&amp;T will cut the dividend&nbsp;in half.</p>\n<p>All these dividend chasers are left holding squat and hoping for dear life that the merged entity can deliver at least $42 billion in additional value to get back to square one before the ridiculously stupid merger took place.</p>\n<p>It was one of the dumbest deals of the 21st century.</p>\n<p><b>Lennar (LEN)</b></p>\n<p><b>Five-day performance:</b>-7.9%</p>\n<p>Lennar makes our list of stocks to watch because over the past five days, the homebuilder lost almost 8% of its value. The&nbsp;<b>iShares U.S. Home Construction ETF</b>&nbsp;(BATS:<b><u>ITB</u></b>), which has a&nbsp;Lennar weighting&nbsp;of 12.2%, lost 5.4% over the past five days.</p>\n<p>Let’s call it a cooling-off period. The ITB has an annualized total return of 75.9% over the past year and is up 25.8% year-to-date. Over the past decade, it’s got an annualized total return of 19%, 468 basis points better than its consumer cyclical peers.</p>\n<p>For those who believe there is a housing bubble right around the corner, consider Ben Carlson’s&nbsp;<i>Fortune</i>&nbsp;article from April. It suggests&nbsp;home loans&nbsp;are mostly being made by people with good credit scores and large down payments, the opposite of the subprime meltdown in 2008.</p>\n<p>If you combine this fact with the reality that the housing supply isn’t nearly as abundant as it ought to be, you get the picture of a supply issue rather than one of excess demand.</p>\n<p>Here’s what Lennar Executive Chairman Stuart Miller had to say in its Q1 2021 conference call in March.</p>\n<blockquote>\n So, from a macro perspective, the housing market remains strong. Demand has continued to strengthen as the millennial generation, which had previously postponed its entry into the housing market, has now continued to drive family formation, while at the same time, the supply of new and existing homes remains constrained.\n</blockquote>\n<p>Take advantage of these pullbacks. The housing boom hardly seems ready to end anytime soon.</p>\n<p><b>Tesla (TSLA)</b></p>\n<p><b>Five-day performance:</b>-6.4%</p>\n<p>Innovation costs money. That’s especially true when it comes to the electrification of transportation. It took Tesla&nbsp;15 years&nbsp;to post its first annual profit after Elon Musk&nbsp;took control&nbsp;of it in 2004.</p>\n<p>After running up huge returns in 2020, Tesla is off almost 27% in the past three months due to many different reasons, including the fact Michael Burry, the man behind the&nbsp;<i>Big Short,</i>has taken a&nbsp;short position&nbsp;using put options on 800,100 shares of TSLA stock.</p>\n<p>And while Musk has gone hot and cold over&nbsp;<b>Bitcoin</b>&nbsp;(CCC:<b><u>BTC-USD</u></b>), Tesla shareholders ought to be more worried about the&nbsp;bureaucratic nightmare&nbsp;happening across the pond in Germany as it tries to get its Berlin Gigafactory built.</p>\n<p>“Although things looked good regarding the Tesla facility up to a few weeks ago, a different reality can lie behind a facade,” says Berlin-based auto analyst Matthias Schmidt.</p>\n<p>The new Berlin airport, which is very close to the Tesla factory, took almost a decade to get regulatory approval from the German authorities. If Tesla takes that long, Musk can forget about becoming the richest person in the world.</p>\n<p>I’m a fan of Musk’s innovative bent, but 2021 could turn out to be one of his most challenging years on record. That makes Tesla one of our stocks to watch.</p>\n<p><b>Chipotle Mexican Grill (CMG)</b></p>\n<p><b>Five-day performance:</b>-4.9%</p>\n<p>A piece of news that probably got lost in the shuffle was Chipotle’s March announcement that it plans to&nbsp;accelerate its expansionin&nbsp;to Canada. Over the next year, it will open eight more locations in Canada, including one Chipotlane, the company’s digital drive-up. The openings will be the first since October 2018.</p>\n<p>As a Canadian, all I can say is, it’s about time.</p>\n<p>“Given the rising popularity of Chipotle’s real food in Canada, we believe there is a massive growth opportunity in this international market,” said Anat Davidzon, Chipotle’s managing director – Canada. “Our team is focused on continuing to find ways to increase access to Chipotle for our Canadian fans.”</p>\n<p>With only 23 Chipotle locations in four Canadian cities at the moment (Toronto, Vancouver, Ottawa and London) there is plenty of room for expansion. Hopefully, they’ll open one in Halifax in the next couple of years.</p>\n<p>In the meantime, Chipotle stock has recovered nicely in recent years. A $5,000 investment three years ago is worth $15,338 today. That’s tasty.</p>\n<p>Keep in mind CMG isn’t cheap at almost&nbsp;6x sales. However, compared to&nbsp;<b>McDonald’s</b>&nbsp;(NYSE:<b><u>MCD</u></b>) at&nbsp;8.9x sales, it’s a bargain.</p>\n<p><b>MSCI (MSCI)</b></p>\n<p><b>Five-day performance:</b>-3.8%</p>\n<p>I don’t know if it’s just me and my self-diagnosed dyslexia, but I always seem to get MSCI confused with&nbsp;<b>S&amp;P Global</b>&nbsp;(NYSE:<b><u>SPGI</u></b>). They’re both financial services companies, they both have four-letter stock symbols, and over the past five days of trading, they’re both down a lot more than the index.</p>\n<p>And not to be too easy on me, but both companies have index businesses that generate significant revenue and profits for their shareholders. In the past, I’ve recommended both stocks.</p>\n<p>In May 2020, I recommended MSCI stock as one of&nbsp;seven stocks to buy&nbsp;from the&nbsp;<b>TrimTabs All Cap US Free-Cash Flow ETF</b>(BATS:<b><u>TTAC</u></b>). I picked MSCI because its free cash flow had almost doubled from $360 million in 2017 to $660 million in 2019.</p>\n<p>Well, in the trailing 12 months, it was&nbsp;$863 million, a compound annual growth rate of 31% over the past 3.25 years. Frankly, I don’t think you can go wrong owning either MSCI or SPGI.</p>\n<p>However, over the past five years, the former has doubled the performance of the latter. Take that to the bank.</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>5 Winning Stocks and 5 Losing Stocks to Watch Right Now</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\">\n5 Winning Stocks and 5 Losing Stocks to Watch Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 17:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/05/5-winning-losing-stocks-to-watch-right-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even the losers from this past week are stocks to watch in the coming months and years\nSource: Shutterstock\nAround this time last year, I wrote up a gallery of stocks to watch that had caught investor...</p>\n\n<a href=\"https://investorplace.com/2021/05/5-winning-losing-stocks-to-watch-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LEN":"莱纳建筑公司","HSY":"好时","TSLA":"特斯拉","OXY":"西方石油","T":"美国电话电报","ULTA":"Ulta美容","RCL":"皇家加勒比邮轮","CMG":"墨式烧烤","MSCI":"MSCI Inc"},"source_url":"https://investorplace.com/2021/05/5-winning-losing-stocks-to-watch-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108503848","content_text":"Even the losers from this past week are stocks to watch in the coming months and years\nSource: Shutterstock\nAround this time last year, I wrote up a gallery of stocks to watch that had caught investor interest over a week’s worth of trading. In that example, theS&P 500had gained 3.5% over the previous five days of trading.\nAs a result, out of my 10 stocks to watch,seven were burning up the track while three were lagging the index.\nNow that we’re in 2021, I thought I would do the same thing.\nOnly this time, I’ll find five winners and losers from the past five days of trading who’ve either outperformed or underperformed the index. For this article, I’ll use May 12 through May 18 (five days and a weekend) and limit the companies to stocks with market capitalizations of $10 billion or higher.\nIf you’re wondering, the 10 stocks to watch from my article (both good and bad weekly performances) had lights-out returns over the past year.\nBetween May 12 and May 18, the S&P 500 had a total return of -0.6%. Based on that, here are my five winning stocks and five losing stocks to watch right now.\n\nNortonLifeLock(NASDAQ:NLOK)\nOccidental Petroleum(NYSE:OXY)\nUlta Beauty(NASDAQ:ULTA)\nRoyal Caribbean(NYSE:RCL)\nHershey(NYSE:HSY)\nAT&T(NYSE:T)\nLennar(NYSE:LEN)\nTesla(NASDAQ:TSLA)\nChipotle Mexican Grill(NYSE:CMG)\nMSCI(NYSE:MSCI)\n\nNortonLifeLock (NLOK)\nFive-day performance:13.5%\nThe cybersecurity software and services company got a nice boost on May 12 when BofA analyst Tal Liani upgraded NLOK stock to “buy” from “underperform.” More importantly, the analyst increased its target price by 58%, from $19 to $30. Currently trading below the target, it’s possible future quarterly results could push that higher.\nLiani believes that the consumer market, NortonLifeLock’s bread and butter, provides it with a long runway of growth. The company itself expects 2022 revenue growth of at least 8% and adjusted earnings per share of $1.70, which would be 60% higher year-over-year.\n“Management believes the consumer cybersecurity market is heavily underpenetrated, which leaves room for growing the subscriber base as well,” Liani wrote.“Lastly, international expansion is another key element, with international sales accounting for 30% of revenues, and management outlined a country-by-country strategy to address the remaining potential.”\nNortonLifeLock’s been on a strong run the past five years with an annualized total return of 18.8%. But it looks as though the next five could be equally rewarding for shareholders.\nOccidental Petroleum (OXY)\nFive-day performance:5.6%\nInvestor’s Business Daily commented in early May that the Occidental corporate jet was spotted in Omaha days before Warren Buffett invested $10 billion in the oil company in 2019.\nAt times in the past couple of years, I’m sure Buffett would have preferred the jet go almost anywhere else except Omaha, as the price of oil tanked. As part of his $10 billion preferred-share investment, Buffett got 83.86 million warrants to buy OXY stock at $59.62.\nStarting in 2029, Occidental can redeem the 8% preferreds at a redemption price equal to 105% of the liquidation preference plus any unpaid dividends. The dividends Buffett was paid in 2020 were made in Oxy stock. The Oracle of Omaha sold those shares in August 2020.\nThanks to a rebound in oil prices, Occidental’s got a total return of almost 72% over the past year, significantly higher than the U.S. markets as a whole. However, as I write this, OXY stock is still trading at less than half Buffett’s exercise price.\nHe’s got until one year after Occidental were to redeem its preferred shares. That means at least another nine years to move into the money.\nUlta Beauty (ULTA)\nFive-day performance:4.7%\nThe specialty retailer of cosmetics, skin and hair care products, fragrances, and a provider of beauty salon services, reports its Q1 2021 results on May 27. The 27 analysts who cover ULTA estimate $1.90 per share on the bottom line and $1.63 billion in sales on the top line. Both will be marked improvements from a year ago when Covid-19 stay-at-home orders were kicking in.\nIn mid-May, JPMorgan analysts named Ulta to its list of favorite retail stocks. The bank gives ULTA an overweight rating and has it on its Analyst Focus List. Interestingly,Target(NYSE:TGT) is also a favorite of JPM due to its inventory control and overall strength during the important back-to-school season.\nIn November, Ulta announced that it would open 1,000-square-foot shops within Target. They will be staffed by the discount retailer with training from Ulta.\nBoth Ulta CEO Mary Dillon and Target CEO Brian Cornell believe the arrangement will help drive traffic to both stores. Two of the best CEOs in retail, this partnership is sure to be a success, making ULTA one of our stocks to watch.\nRoyal Caribbean (RCL)\nFive-day performance:4.6%\nIt wasn’t just Royal Caribbean that had a good five days of trading. All of the cruise operators did.Carnival (NYSE:CCL) and Norwegian Cruise Line Holdings (NYSE:NCLH) were up 8.2% and 5.7%, respectively. I happen to prefer RCL over the other two.\nThe cruise operator got excellent news in late April when the Centers for Disease Control and Prevention clarified its position on cruise ships setting sail from American ports of call this summer. Royal Caribbean figures it can restart its U.S. cruise departures in mid-July.\nConsidering it lost $1.1 billion in its latest quarter, the news couldn’t have come at a better time. Plus, its balance sheet is currently bolstered by more than $5 billion in cash. As cruise-goers appear to be ready to spend more on cruises than in past years, they should be able to get back to pre-Covid revenues by the end of 2022, perhaps earlier.\nIn 2020, while RCL was getting pummeled, I continued to say it was a long-term winner. Up almost double in the past year, RCL should top $100 before the end of 2021.\nHershey (HSY)\nFive-day performance:2.3%\nI know what you’re thinking. When considering stocks to watch, why include a company that gained a measly 2.3% over the past five days? Especially when there were 46 stocks ($10 billion market cap or higher) with a better return?\nSimple. I like the job CEO Michele Buck has done since taking the top job in March 2017. It’s why I included Hershey on my October 2020 list of companies with top-notch women CEOs. Since that article, HSY stock is up 18% since.\n In late April, Buck said that she expects Halloween to be very strong this coming October as vaccinations make it possible for trick-or-treaters to get out in the evening air to collect their annual haul of candy and chocolate. I, for one, will be loading up this year.\n“Consumers are participating in seasons, they are telling us they’re doing more movie nights at home, they’re making more s’mores at home [and] at the same time, we’re seeing growth in our food service and our own retail businesses, which are away from home,” Buck toldCNBC.\nAs a result, HSY sees higher earnings and sales in 2021 than originally expected. It’s good to know consumers haven’t lost their taste for sweets during the pandemic.\nAT&T(T)\nFive-day performance:-8.4%\nBack in July 2018, I wrote about the 7 Reasons AT&T Is Going to Blow the Time Warner Merger.At the time, the Department of Justice was trying to block the mega-merger.\nIn hindsight, I’m sure long-time shareholders wish the DOJ had been successful in blocking the acquisition. It’s been both a time waster and a serious blow to AT&T’s reputation with dividend investors.\nCNBChost Jim Cramer has been very critical of the mistakes made by AT&T.\n“I am not calling it a transformational deal. I am calling it the denouement of a ridiculously stupid deal, the $85 billion acquisition of Time Warner, a deal that closed less than three years ago,” Cramer stated in hisReal Moneycolumn on May 17, the day AT&T threw in the towel on WarnerMedia.\nThe reality is that T paid $85 billion for WarnerMedia. It’s getting $43 billion in cash, debt, and WarnerMedia retains some of the debt. AT&T shareholders will also own 71% of the new business.\nThe downside is that AT&T will cut the dividend in half.\nAll these dividend chasers are left holding squat and hoping for dear life that the merged entity can deliver at least $42 billion in additional value to get back to square one before the ridiculously stupid merger took place.\nIt was one of the dumbest deals of the 21st century.\nLennar (LEN)\nFive-day performance:-7.9%\nLennar makes our list of stocks to watch because over the past five days, the homebuilder lost almost 8% of its value. The iShares U.S. Home Construction ETF (BATS:ITB), which has a Lennar weighting of 12.2%, lost 5.4% over the past five days.\nLet’s call it a cooling-off period. The ITB has an annualized total return of 75.9% over the past year and is up 25.8% year-to-date. Over the past decade, it’s got an annualized total return of 19%, 468 basis points better than its consumer cyclical peers.\nFor those who believe there is a housing bubble right around the corner, consider Ben Carlson’s Fortune article from April. It suggests home loans are mostly being made by people with good credit scores and large down payments, the opposite of the subprime meltdown in 2008.\nIf you combine this fact with the reality that the housing supply isn’t nearly as abundant as it ought to be, you get the picture of a supply issue rather than one of excess demand.\nHere’s what Lennar Executive Chairman Stuart Miller had to say in its Q1 2021 conference call in March.\n\n So, from a macro perspective, the housing market remains strong. Demand has continued to strengthen as the millennial generation, which had previously postponed its entry into the housing market, has now continued to drive family formation, while at the same time, the supply of new and existing homes remains constrained.\n\nTake advantage of these pullbacks. The housing boom hardly seems ready to end anytime soon.\nTesla (TSLA)\nFive-day performance:-6.4%\nInnovation costs money. That’s especially true when it comes to the electrification of transportation. It took Tesla 15 years to post its first annual profit after Elon Musk took control of it in 2004.\nAfter running up huge returns in 2020, Tesla is off almost 27% in the past three months due to many different reasons, including the fact Michael Burry, the man behind the Big Short,has taken a short position using put options on 800,100 shares of TSLA stock.\nAnd while Musk has gone hot and cold over Bitcoin (CCC:BTC-USD), Tesla shareholders ought to be more worried about the bureaucratic nightmare happening across the pond in Germany as it tries to get its Berlin Gigafactory built.\n“Although things looked good regarding the Tesla facility up to a few weeks ago, a different reality can lie behind a facade,” says Berlin-based auto analyst Matthias Schmidt.\nThe new Berlin airport, which is very close to the Tesla factory, took almost a decade to get regulatory approval from the German authorities. If Tesla takes that long, Musk can forget about becoming the richest person in the world.\nI’m a fan of Musk’s innovative bent, but 2021 could turn out to be one of his most challenging years on record. That makes Tesla one of our stocks to watch.\nChipotle Mexican Grill (CMG)\nFive-day performance:-4.9%\nA piece of news that probably got lost in the shuffle was Chipotle’s March announcement that it plans to accelerate its expansionin to Canada. Over the next year, it will open eight more locations in Canada, including one Chipotlane, the company’s digital drive-up. The openings will be the first since October 2018.\nAs a Canadian, all I can say is, it’s about time.\n“Given the rising popularity of Chipotle’s real food in Canada, we believe there is a massive growth opportunity in this international market,” said Anat Davidzon, Chipotle’s managing director – Canada. “Our team is focused on continuing to find ways to increase access to Chipotle for our Canadian fans.”\nWith only 23 Chipotle locations in four Canadian cities at the moment (Toronto, Vancouver, Ottawa and London) there is plenty of room for expansion. Hopefully, they’ll open one in Halifax in the next couple of years.\nIn the meantime, Chipotle stock has recovered nicely in recent years. A $5,000 investment three years ago is worth $15,338 today. That’s tasty.\nKeep in mind CMG isn’t cheap at almost 6x sales. However, compared to McDonald’s (NYSE:MCD) at 8.9x sales, it’s a bargain.\nMSCI (MSCI)\nFive-day performance:-3.8%\nI don’t know if it’s just me and my self-diagnosed dyslexia, but I always seem to get MSCI confused with S&P Global (NYSE:SPGI). They’re both financial services companies, they both have four-letter stock symbols, and over the past five days of trading, they’re both down a lot more than the index.\nAnd not to be too easy on me, but both companies have index businesses that generate significant revenue and profits for their shareholders. In the past, I’ve recommended both stocks.\nIn May 2020, I recommended MSCI stock as one of seven stocks to buy from the TrimTabs All Cap US Free-Cash Flow ETF(BATS:TTAC). I picked MSCI because its free cash flow had almost doubled from $360 million in 2017 to $660 million in 2019.\nWell, in the trailing 12 months, it was $863 million, a compound annual growth rate of 31% over the past 3.25 years. Frankly, I don’t think you can go wrong owning either MSCI or SPGI.\nHowever, over the past five years, the former has doubled the performance of the latter. Take that to the bank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962536574,"gmtCreate":1669802225298,"gmtModify":1676538246361,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/H02.SI\">$HAW PAR CORP LTD(H02.SI)$ &nbsp;</a> another manipulated counter","listText":"<a href=\"https://ttm.financial/S/H02.SI\">$HAW PAR CORP LTD(H02.SI)$ &nbsp;</a> another manipulated counter","text":"$HAW PAR CORP LTD(H02.SI)$ another manipulated counter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9962536574","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548734971517314","authorId":"3548734971517314","name":"Mkoh","avatar":"https://static.tigerbbs.com/c6226aeb6486c19c00455145eb533f98","crmLevel":5,"crmLevelSwitch":0,"idStr":"3548734971517314","authorIdStr":"3548734971517314"},"content":"why would you say so?","text":"why would you say so?","html":"why would you say so?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098004138,"gmtCreate":1643957298009,"gmtModify":1676533876338,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Investors don't buy his story ?","listText":"Investors don't buy his story ?","text":"Investors don't buy his story ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098004138","repostId":"2208660319","repostType":4,"repost":{"id":"2208660319","kind":"highlight","pubTimestamp":1643956887,"share":"https://ttm.financial/m/news/2208660319?lang=&edition=fundamental","pubTime":"2022-02-04 14:41","market":"us","language":"en","title":"Ford CEO Jim Farley Touts F-150 Lightning's Readiness To Rival Tesla Model Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2208660319","media":"Benzinga","summary":"Ford Motor Co (NYSE: F) CEO Jim Farley said on Thursday the company&#39;s hotly-anticipated electric pickup truck F-150 Lightning has enough demand to match that of Tesla Inc’s (NASDAQ: ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/F\"><b>Ford Motor Co</b> </a> CEO <b>Jim</b> <b>Farley</b> said on Thursday the company&#39;s hotly-anticipated electric pickup truck <b>F-150 Lightning</b> has enough demand to match that of <a href=\"https://laohu8.com/S/TSLA\"><b>Tesla Inc’s</b> </a> mid-size electric sports utility vehicle <b>Model</b> <b>Y</b>.</p><p><b>What Happened:</b> Farley said that, based on the current demand, the legacy automaker could easily rival the Tesla vehicle if it had a full production available.</p><p>“...if we had full production today to meet our current demand we would rival the Model Y as the leading BEV nameplate in the U.S. market,” Farley told investors in a post earnings call.</p><p>Farley did not provide an individual breakup but said Ford has secured 275,000 reservations for the all-electric Mustang Mach-E SUVs, F-150 Lightning pickups and E-Transit commercial vehicles.</p><p>The Dearborn, Michigan-based company&#39;s CEO said the automaker plans to take full advantage of the “first-mover position” in the fully electric pickup truck market, starting with Lightning.</p><p>“We are well on our way to achieve at least a 40% mix of battery-electric vehicles by 2030 with strong margins and equal to our higher market share in the key high-profit high-volume segments we compete in.”</p><p>Ford had in January said it plans to ramp up Lightning production to about 80,000 units for the 2023 model year and then to a run-rate of 150,000 units per year by mid-2023.</p><p>Deliveries for the F-150 Lightning are scheduled to begin this spring. The full-size electric pickup is priced at $39,974 for the base model with a range of 230 miles for the standard range.</p><p>The automaker had last month said it will double electric vehicle production to 600,000 units by 2023 to meet high demand.</p><p><b>Q4 Earnings: </b>Ford reported adjusted earnings of 26 cents for the fourth quarter, significantly lower than the analyst of 45 cents a share. Automotive revenue was $35.3 billion during the quarter, below the estimate of $35.5 billion.</p><p>Ford said it expects global vehicle deliveries to increase by a range of 10% to 15% this year. It forecast pretax profit to rise 15% to 25% to a range of $11.5 billion to $12.5 billion in 2022.</p><p>The automaker said it expects to hit 8% pretax profit margin in 2022, a year ahead of schedule.</p><p><b>Why It Matters:</b> Tesla sold nearly a million electric vehicles globally in 2021. The Elon Musk-led company delivered and produced a total of 911,208 and 906,032 Model 3 and Model Y vehicles, respectively.</p><p>Tesla does not break down individual delivery or production volumes; the Model 3 is the most affordable electric vehicle in its lineup.</p><p><b>Price Action:</b> Ford shares closed 3.6% lower at $19.9 a share on Thursday and were down 4.2% after hours.</p></body></html>","source":"lsy1606299360108","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>Ford CEO Jim Farley Touts F-150 Lightning's Readiness To Rival Tesla Model Y</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\">\nFord CEO Jim Farley Touts F-150 Lightning's Readiness To Rival Tesla Model Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-04 14:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/02/25414940/ford-ceo-jim-farley-touts-f-150-lightnings-readiness-to-rival-tesla-model-y-as-soon-as-production-r><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ford Motor Co  CEO Jim Farley said on Thursday the company's hotly-anticipated electric pickup truck F-150 Lightning has enough demand to match that of Tesla Inc’s  mid-size electric sports utility ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/02/25414940/ford-ceo-jim-farley-touts-f-150-lightnings-readiness-to-rival-tesla-model-y-as-soon-as-production-r\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4555":"新能源车","TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","F":"福特汽车"},"source_url":"https://www.benzinga.com/news/earnings/22/02/25414940/ford-ceo-jim-farley-touts-f-150-lightnings-readiness-to-rival-tesla-model-y-as-soon-as-production-r","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208660319","content_text":"Ford Motor Co  CEO Jim Farley said on Thursday the company's hotly-anticipated electric pickup truck F-150 Lightning has enough demand to match that of Tesla Inc’s  mid-size electric sports utility vehicle Model Y.What Happened: Farley said that, based on the current demand, the legacy automaker could easily rival the Tesla vehicle if it had a full production available.“...if we had full production today to meet our current demand we would rival the Model Y as the leading BEV nameplate in the U.S. market,” Farley told investors in a post earnings call.Farley did not provide an individual breakup but said Ford has secured 275,000 reservations for the all-electric Mustang Mach-E SUVs, F-150 Lightning pickups and E-Transit commercial vehicles.The Dearborn, Michigan-based company's CEO said the automaker plans to take full advantage of the “first-mover position” in the fully electric pickup truck market, starting with Lightning.“We are well on our way to achieve at least a 40% mix of battery-electric vehicles by 2030 with strong margins and equal to our higher market share in the key high-profit high-volume segments we compete in.”Ford had in January said it plans to ramp up Lightning production to about 80,000 units for the 2023 model year and then to a run-rate of 150,000 units per year by mid-2023.Deliveries for the F-150 Lightning are scheduled to begin this spring. The full-size electric pickup is priced at $39,974 for the base model with a range of 230 miles for the standard range.The automaker had last month said it will double electric vehicle production to 600,000 units by 2023 to meet high demand.Q4 Earnings: Ford reported adjusted earnings of 26 cents for the fourth quarter, significantly lower than the analyst of 45 cents a share. Automotive revenue was $35.3 billion during the quarter, below the estimate of $35.5 billion.Ford said it expects global vehicle deliveries to increase by a range of 10% to 15% this year. It forecast pretax profit to rise 15% to 25% to a range of $11.5 billion to $12.5 billion in 2022.The automaker said it expects to hit 8% pretax profit margin in 2022, a year ahead of schedule.Why It Matters: Tesla sold nearly a million electric vehicles globally in 2021. The Elon Musk-led company delivered and produced a total of 911,208 and 906,032 Model 3 and Model Y vehicles, respectively.Tesla does not break down individual delivery or production volumes; the Model 3 is the most affordable electric vehicle in its lineup.Price Action: Ford shares closed 3.6% lower at $19.9 a share on Thursday and were down 4.2% after hours.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832032373,"gmtCreate":1629537169892,"gmtModify":1676530067787,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Buy those on uptrend or falling?","listText":"Buy those on uptrend or falling?","text":"Buy those on uptrend or falling?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832032373","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?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":{"GOOG":"谷歌","ASML":"阿斯麦","SOXX":"iShares费城交易所半导体ETF","ON":"安森美半导体","NVDA":"英伟达","TSM":"台积电","CDNS":"铿腾电子","QCOM":"高通","AMZN":"亚马逊","GOOGL":"谷歌A","SSNLF":"三星电子","AAPL":"苹果","SNPS":"新思科技"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173523143,"gmtCreate":1626671632782,"gmtModify":1703763091907,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Ya, scared. Please sell all and hold&nbsp;on to your cash","listText":"Ya, scared. Please sell all and hold&nbsp;on to your cash","text":"Ya, scared. Please sell all and hold on to your cash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/173523143","repostId":"1131628595","repostType":4,"repost":{"id":"1131628595","kind":"news","pubTimestamp":1626665643,"share":"https://ttm.financial/m/news/1131628595?lang=&edition=fundamental","pubTime":"2021-07-19 11:34","market":"us","language":"en","title":"Investors are very scared even with stocks near record highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1131628595","media":"CNN","summary":"New York The Dow and S&P 500 are both up about 15% in 2021 and are each about a percent away from their all-time highs. But as Friday's market sell-off showed, investors remain extremely nervous about the market.The CNN Business Fear & Greed Index, which looks at seven different measures of market sentiment, is showing signs of Extreme Fear. Four of the seven indicators are in bearish territory.Demand for safe haven bonds is picking up. That's pushed the benchmark 10-year Treasury yield all the ","content":"<p>New York (CNN Business)The Dow and S&amp;P 500 are both up about 15% in 2021 and are each about a percent away from their all-time highs. But as Friday's market sell-off showed, investors remain extremely nervous about the market.</p>\n<p>The CNN Business Fear &amp; Greed Index, which looks at seven different measures of market sentiment, is showing signs of Extreme Fear. Four of the seven indicators are in bearish territory.</p>\n<p>Demand for safe haven bonds is picking up. That's pushed the benchmark 10-year Treasury yield all the way down to 1.3%, compared to a level above 1.75% as recently as March.</p>\n<p>Investors are also buying more put options, contracts that give them the right to sell stocks and other assets at a specific price.</p>\n<p>The number of companies with stocks hitting new 52-week lows versus highs is increasing, and trading volume for stocks that are falling is also outpacing volume for stocks that are climbing. But the solid gains for the FAANGs of Big Tech have helped lift the broader market in spite of this.</p>\n<p>A little bit of fear is healthy</p>\n<p>There are several legitimate reasons for investors to be worried.</p>\n<p>Even though the economy and corporate earnings have rebounded sharply from their pandemic era lows of last spring and early summer, worries persist about the Delta variant and the fact that many Americans remain unvaccinated.</p>\n<p>There are also conflicting signs about the recovery. The US government reported a sharp rebound in retail sales for June on Friday but that was complicated by another report showing a sizable drop in consumer confidence.</p>\n<p>The persistent rise in the prices of many consumer goods is raising inflation alarm bells as well.</p>\n<p>Still, some market experts believe that the skepticism is healthy.</p>\n<p>There's a saying on Wall Street that stocks climb a wall of worry, meaning that it's a good sign if the market is going up even though there are legitimate concerns. The absence of such worry can often lead to excessive speculation and market bubbles.</p>\n<p>\"It's not abnormal after you have a jolt in the economy and market to have lingering fear. It takes a long time for investors to become comfortable with advances in stocks coming off the bottom,\" said Kelly Bogdanova, vice president of the portfolio advisory group with RBC Wealth Management.</p>\n<p>\"I'd rather see some fear than people being complacent. Investors being nervous doesn't trouble me,\" she added.</p>\n<p>Bumpier ride for stocks but path of least resistance is up</p>\n<p>That being said, investors may have to brace themselves for more volatility in the coming months.</p>\n<p>The so-called easy money in stocks may have already been made during this year's stock surge. Bogdanova said that \"the market is now entering a transition period\" and instead of \"explosive growth, it will be a two steps forward and one step back\" type of environment.</p>\n<p>Inflation concerns and skittishness about how the Federal Reserve will react to headlines about higher prices are likely to stick around too. But the recent slide in bond yields might actually be an encouraging sign for investors.</p>\n<p>If the bond market was really that afraid of inflation, yields would be rising instead of falling. Inflation typically leads to much higher interest rates, not the other way around.</p>\n<p>So it would appear that bond investors agree with Fed chair Jerome Powell, who has repeatedly described the current bout of inflation as \"transitory.\"</p>\n<p>\"The bond market is giving the message that inflation concerns are not permanent,\" said Steve Wyett, chief investment strategist with BOK Financial.</p>\n<p>There's also the fact that corporate earnings are expected to keep climbing. That bodes well for stocks.</p>\n<p>According to FactSet, analysts expect corporate profits to rise 24% from a year ago in the third quarter and increase nearly 19% in the fourth quarter. Growth is expected to dip somewhat next year, but analysts are still forecasting a healthy 11% increase in earnings for 2022.</p>\n<p>What's more, profits are climbing even as many companies are raising wages to entice people back into the work force.</p>\n<p>\"There is room for companies to pay more for labor and not hurt their margins,\" Wyett said. \"We should see continued earnings growth. The stage is set to go from a stimulus led recovery to one with private sector expansion.\"</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>Investors are very scared even with stocks near record highs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors are very scared even with stocks near record highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/07/17/investing/stocks-fear-greed/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)The Dow and S&P 500 are both up about 15% in 2021 and are each about a percent away from their all-time highs. But as Friday's market sell-off showed, investors remain extremely...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/17/investing/stocks-fear-greed/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/17/investing/stocks-fear-greed/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131628595","content_text":"New York (CNN Business)The Dow and S&P 500 are both up about 15% in 2021 and are each about a percent away from their all-time highs. But as Friday's market sell-off showed, investors remain extremely nervous about the market.\nThe CNN Business Fear & Greed Index, which looks at seven different measures of market sentiment, is showing signs of Extreme Fear. Four of the seven indicators are in bearish territory.\nDemand for safe haven bonds is picking up. That's pushed the benchmark 10-year Treasury yield all the way down to 1.3%, compared to a level above 1.75% as recently as March.\nInvestors are also buying more put options, contracts that give them the right to sell stocks and other assets at a specific price.\nThe number of companies with stocks hitting new 52-week lows versus highs is increasing, and trading volume for stocks that are falling is also outpacing volume for stocks that are climbing. But the solid gains for the FAANGs of Big Tech have helped lift the broader market in spite of this.\nA little bit of fear is healthy\nThere are several legitimate reasons for investors to be worried.\nEven though the economy and corporate earnings have rebounded sharply from their pandemic era lows of last spring and early summer, worries persist about the Delta variant and the fact that many Americans remain unvaccinated.\nThere are also conflicting signs about the recovery. The US government reported a sharp rebound in retail sales for June on Friday but that was complicated by another report showing a sizable drop in consumer confidence.\nThe persistent rise in the prices of many consumer goods is raising inflation alarm bells as well.\nStill, some market experts believe that the skepticism is healthy.\nThere's a saying on Wall Street that stocks climb a wall of worry, meaning that it's a good sign if the market is going up even though there are legitimate concerns. The absence of such worry can often lead to excessive speculation and market bubbles.\n\"It's not abnormal after you have a jolt in the economy and market to have lingering fear. It takes a long time for investors to become comfortable with advances in stocks coming off the bottom,\" said Kelly Bogdanova, vice president of the portfolio advisory group with RBC Wealth Management.\n\"I'd rather see some fear than people being complacent. Investors being nervous doesn't trouble me,\" she added.\nBumpier ride for stocks but path of least resistance is up\nThat being said, investors may have to brace themselves for more volatility in the coming months.\nThe so-called easy money in stocks may have already been made during this year's stock surge. Bogdanova said that \"the market is now entering a transition period\" and instead of \"explosive growth, it will be a two steps forward and one step back\" type of environment.\nInflation concerns and skittishness about how the Federal Reserve will react to headlines about higher prices are likely to stick around too. But the recent slide in bond yields might actually be an encouraging sign for investors.\nIf the bond market was really that afraid of inflation, yields would be rising instead of falling. Inflation typically leads to much higher interest rates, not the other way around.\nSo it would appear that bond investors agree with Fed chair Jerome Powell, who has repeatedly described the current bout of inflation as \"transitory.\"\n\"The bond market is giving the message that inflation concerns are not permanent,\" said Steve Wyett, chief investment strategist with BOK Financial.\nThere's also the fact that corporate earnings are expected to keep climbing. That bodes well for stocks.\nAccording to FactSet, analysts expect corporate profits to rise 24% from a year ago in the third quarter and increase nearly 19% in the fourth quarter. Growth is expected to dip somewhat next year, but analysts are still forecasting a healthy 11% increase in earnings for 2022.\nWhat's more, profits are climbing even as many companies are raising wages to entice people back into the work force.\n\"There is room for companies to pay more for labor and not hurt their margins,\" Wyett said. \"We should see continued earnings growth. The stage is set to go from a stimulus led recovery to one with private sector expansion.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}