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2022-07-01

Ooooo no...😭😩😖😤😰

Tiger Chart | None of the World's Major Stock Indexes Rose in H1 2022, Nasdaq Tumbled Nearly 30%

2022-07-01

$ARK Genomic Revolution Multi-Sector ETF(ARKG)$more & more red everyday😭😩😖😤😰

2022-06-30

No more Woods power😖😰😩😭

Cathie Wood Loads Up Another $459,520 In This Bitcoin-Linked Stock On The Dip

2022-06-30

$ARK Genomic Revolution Multi-Sector ETF(ARKG)$any chance to green😖😰😩😭

2022-06-29

Never trust ...value trap

Alibaba: 5 Reasons To Buy, 2 Reasons To Sell

2022-06-29

$Palantir Technologies Inc.(PLTR)$can it recover😭😩😰😤😖

2022-06-28

Nice

Some Casino Stocks Jumped in Premarket Trading

2022-06-28

$ARK Genomic Revolution Multi-Sector ETF(ARKG)$Any hope to green😰😭😩

2022-06-27

Nice👏👏👏

Biotech Startup Mirxes Weighs $300 Million Singapore IPO

2022-06-27

Thanks for sharing this 👍

Tencent, JD.com, NIKE, BioNTech SE, Jefferies And More: U.S. Stocks To Watch

2022-06-27

$ARK Genomic Revolution Multi-Sector ETF(ARKG)$😤😖😩😰😭

2022-06-25

Thanks for sharing 👏👏👏

Next Week's Rebalancing Could Drive Stocks Up 7%, JP Morgan's Kolanovic Predicts

2022-06-25

$ARK Genomic Revolution Multi-Sector ETF(ARKG)$Crying till end of days😭😰😤😖😩

2022-06-24

Thanks for sharing 👏👏👏

3 Things About Alphabet That Smart Investors Know

2022-06-24

$ARK Genomic Revolution Multi-Sector ETF(ARKG)$no more tears......😩😭😰😤😖

2022-06-23

All are best stock months ago..things change so fast😖😤😩😭😰

7 Deadbeat Stocks to Dump Now

2022-06-23

$Palantir Technologies Inc.(PLTR)$Wait or cut losses😖😤😩😭😰

2022-06-22

$Palantir Technologies Inc.(PLTR)$Cut losses or wait forever😖😤😩😭😰

2022-06-21

Telsa forever👏👏👏

Tesla, Xpeng, Alphabet and More: U.S. Stocks To Watch

2022-06-21

$ARK Genomic Revolution Multi-Sector ETF(ARKG)$Cut losses or wait forever😖😤😭😩

Go to Tiger App to see more news

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STI led with the loss of 0.69% while Nasdaq was the biggest loser with a 29.51% decline.</p><p>In China, Hang Seng Index slid 6.57% while SSE Composite Index slid 6.63%, which ranked No.3 and No.4 separately.</p><p><img src=\"https://static.tigerbbs.com/28caf3e1f04f4e3bdd4839501dcf040f\" tg-width=\"746\" tg-height=\"1939\" referrerpolicy=\"no-referrer\"/></p><p>Meanwhile, the U.S. stock market was under pressure. 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STI led with the loss of 0.69% while Nasdaq was the biggest loser with a 29.51% decline.</p><p>In China, Hang Seng Index slid 6.57% while SSE Composite Index slid 6.63%, which ranked No.3 and No.4 separately.</p><p><img src=\"https://static.tigerbbs.com/28caf3e1f04f4e3bdd4839501dcf040f\" tg-width=\"746\" tg-height=\"1939\" referrerpolicy=\"no-referrer\"/></p><p>Meanwhile, the U.S. stock market was under pressure. Nasdaq, S&amp;P 500, and Dow Jones indexes fell 29.51%, 20.58%, and 15.31%, respectively, S&amp;P 500 had its worst first half since 1970, while the VIX soared nearly 67%.</p><p><img src=\"https://static.tigerbbs.com/5815e5fb2947c5dfc11deaac3cc7dfdd\" tg-width=\"1500\" tg-height=\"1700\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","STI.SI":"富时新加坡海峡指数",".IXIC":"NASDAQ Composite","HSI":"恒生指数","000001.SH":"上证指数",".SPX":"S&P 500 Index","XJO.AU":"标普/澳交所 200指数","VIX":"标普500波动率指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111992117","content_text":"In 2022 H1, due to Fed's rate hikes and the conflicts between Russia and Ukraine, major stock indexes fell around the world. STI led with the loss of 0.69% while Nasdaq was the biggest loser with a 29.51% decline.In China, Hang Seng Index slid 6.57% while SSE Composite Index slid 6.63%, which ranked No.3 and No.4 separately.Meanwhile, the U.S. stock market was under pressure. Nasdaq, S&P 500, and Dow Jones indexes fell 29.51%, 20.58%, and 15.31%, respectively, S&P 500 had its worst first half since 1970, while the VIX soared nearly 67%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045762212,"gmtCreate":1656658026936,"gmtModify":1676535872915,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>more &amp; more red everyday😭😩😖😤😰","listText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>more &amp; more red everyday😭😩😖😤😰","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$more & more red everyday😭😩😖😤😰","images":[{"img":"https://community-static.tradeup.com/news/fddbce7b0943d600485707aa46eb9b21","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045762212","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9045118111,"gmtCreate":1656576144133,"gmtModify":1676535856741,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"No more Woods power😖😰😩😭","listText":"No more Woods power😖😰😩😭","text":"No more Woods power😖😰😩😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045118111","repostId":"1175651731","repostType":2,"repost":{"id":"1175651731","kind":"news","pubTimestamp":1656573948,"share":"https://ttm.financial/m/news/1175651731?lang=&edition=fundamental","pubTime":"2022-06-30 15:25","market":"us","language":"en","title":"Cathie Wood Loads Up Another $459,520 In This Bitcoin-Linked Stock On The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1175651731","media":"Benzinga","summary":"Cathie Wood-led Ark Investment Management bought 7,198 shares in Block Inc on Wednesday, estimated t","content":"<html><head></head><body><p><b>Cathie Wood</b>-led <b>Ark Investment Management</b> bought 7,198 shares in <b>Block Inc</b> on Wednesday, estimated to be worth $459,520. The shares were purchased via the <b>Ark Fintech Innovation ETF</b>.</p><p>Block, a fintech company led by <b>Jack Dorsey,</b> is one of the key <b>Bitcoin</b> or cryptocurrency plays in Wood&#39;s portfolio. Her hedge fund also has substantial stakes in <b>Coinbase Inc</b> and <b>Robinhood Inc</b>, which heavily rely on cryptocurrencies for their revenues.</p><p>Wood, earlier this week, defended her firm&#39;s backing of Coinbase, naming three revolutions around cryptocurrencies that &#34;will not be stopped.&#34;</p><p>Ark owned 8,445,331 shares in Block via three exchange-traded funds, estimated to be worth about $539 million, before Wednesday&#39;s trade.</p><p>Dorsey in May said Block&#39;s entire business would move forward faster globally, thanks to Bitcoin, calling the apex coin&#39;s network an &#34;open standard for global money transmission.&#34;</p><p>Some analysts disagree with Dorsey. Mizuho&#39;s <b>Dan Dolev</b> said Block&#39;s &#34;over-association&#34; with Bitcoin is a shame.</p><p>“Tagging SQ as a &#39;crypto stock&#39; has prevented the stock from benefiting from strengthening fundamentals, including accelerating GP dollars ex-Bitcoin across both <b>Cash App</b> and Seller ecosystems,&#34; Dolev said last month.</p><p><b>Price Action:</b> Block shares closed 2.68% lower at $63.84 on Wednesday.</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>Cathie Wood Loads Up Another $459,520 In This Bitcoin-Linked Stock On The Dip</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\">\nCathie Wood Loads Up Another $459,520 In This Bitcoin-Linked Stock On The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 15:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/cryptocurrency/22/06/27910923/cathie-wood-loads-up-another-459-520-in-bitcoin-linked-stock-on-dip><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management bought 7,198 shares in Block Inc on Wednesday, estimated to be worth $459,520. The shares were purchased via the Ark Fintech Innovation ETF.Block, a fintech ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/22/06/27910923/cathie-wood-loads-up-another-459-520-in-bitcoin-linked-stock-on-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block"},"source_url":"https://www.benzinga.com/markets/cryptocurrency/22/06/27910923/cathie-wood-loads-up-another-459-520-in-bitcoin-linked-stock-on-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175651731","content_text":"Cathie Wood-led Ark Investment Management bought 7,198 shares in Block Inc on Wednesday, estimated to be worth $459,520. The shares were purchased via the Ark Fintech Innovation ETF.Block, a fintech company led by Jack Dorsey, is one of the key Bitcoin or cryptocurrency plays in Wood's portfolio. Her hedge fund also has substantial stakes in Coinbase Inc and Robinhood Inc, which heavily rely on cryptocurrencies for their revenues.Wood, earlier this week, defended her firm's backing of Coinbase, naming three revolutions around cryptocurrencies that \"will not be stopped.\"Ark owned 8,445,331 shares in Block via three exchange-traded funds, estimated to be worth about $539 million, before Wednesday's trade.Dorsey in May said Block's entire business would move forward faster globally, thanks to Bitcoin, calling the apex coin's network an \"open standard for global money transmission.\"Some analysts disagree with Dorsey. Mizuho's Dan Dolev said Block's \"over-association\" with Bitcoin is a shame.“Tagging SQ as a 'crypto stock' has prevented the stock from benefiting from strengthening fundamentals, including accelerating GP dollars ex-Bitcoin across both Cash App and Seller ecosystems,\" Dolev said last month.Price Action: Block shares closed 2.68% lower at $63.84 on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042772380,"gmtCreate":1656543625740,"gmtModify":1676535847558,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>any chance to green😖😰😩😭","listText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>any chance to green😖😰😩😭","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$any chance to green😖😰😩😭","images":[{"img":"https://community-static.tradeup.com/news/38841e2f41ee9d0d107d9c6d0a472810","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042772380","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9042589856,"gmtCreate":1656498435975,"gmtModify":1676535840790,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"Never trust ...value trap","listText":"Never trust ...value trap","text":"Never trust ...value trap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042589856","repostId":"2247335031","repostType":4,"repost":{"id":"2247335031","kind":"highlight","pubTimestamp":1656515616,"share":"https://ttm.financial/m/news/2247335031?lang=&edition=fundamental","pubTime":"2022-06-29 23:13","market":"us","language":"en","title":"Alibaba: 5 Reasons To Buy, 2 Reasons To Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2247335031","media":"Seekingalpha","summary":"IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfoli","content":"<html><head></head><body><h2>Introduction</h2><p>Alibaba (NYSE:BABA) (OTCPK:BABAF) is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-November 2021]. Secondly, I believe that Alibaba&#39;s stock is ridiculously cheap based on its business fundamentals. However, I am still not entirely convinced about this investment due to macroeconomic and regulatory headwinds in China. The consensus noise in broader investment media is very bearish for Chinese tech stocks, and I don&#39;t think the sentiment will improve anytime soon.</p><p>After analyzing Alibaba&#39;s Q4 numbers, I performed an exercise to nail down the bullish and bearish arguments for a long-term investment in Alibaba. In today&#39;s note, we will be discussing five reasons to buy and two reasons to sell Alibaba&#39;s stock at current levels. Here we go.</p><h2>5 Reasons To Buy Alibaba</h2><ul><li><b>Solid Business Fundamentals</b></li></ul><p>In Q4, Alibaba reported an earnings miss; however, revenue came in stronger-than-expected at $32.1B (vs. analyst estimates of ~$31B). As you may know, the Chinese economy is still suffering from draconian lockdowns, inflation, and slowing consumer demand. Despite all the noise around its business, Alibaba&#39;s fundamentals remain robust. After experiencing a pull forward in demand during the first wave of COVID, the fact that Alibaba is still growing its revenues is heartening. With inflation causing intense margin pressures, Alibaba&#39;s gross and operating margins declined considerably in Q4; however, these numbers are still very healthy. As the Chinese economy opens up and resumes growth, I think Alibaba&#39;s revenues and margins will start expanding once again.</p><p></p><p><img src=\"https://static.tigerbbs.com/35f832b08e66d361bbb5c51f7355f977\" tg-width=\"640\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>In recent quarters, Alibaba&#39;s margins have come under pressure, which in turn has led to compression in free cash flow generation. For Q4, Alibaba reported a negative free cash flow of -$1.18B; however, if you look at historical trends, Alibaba has burnt cash in Q4 for the last three years, and this year&#39;s burn is the smallest. At the end of the day, Alibaba is still a free cash flow machine.</p><p></p><p><img src=\"https://static.tigerbbs.com/b4b8f7d033c114324988b2dc1f3407c8\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>With roughly $50B of net cash, Alibaba has little to no liquidity or bankruptcy risk. Due to a violent valuation reset in its stock, Alibaba&#39;s management has adopted a more aggressive capital return program (upsizing its share buyback authorization to $25B in March 2022).</p><p></p><p><img src=\"https://static.tigerbbs.com/52a65cd79cb85db43d377e4030d3f406\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>According to Alibaba&#39;s Deputy CFO, Toby Xu -</p><blockquote>The upsized share buyback underscores our confidence in Alibaba&#39;s long-term, sustainable growth potential and value creation. Alibaba&#39;s stock price does not fairly reflect the company&#39;s value given our robust financial health and expansion plans.</blockquote><p>I agree with Toby. Let&#39;s find out why.</p><ul><li><b>Dirt Cheap Valuations</b></li></ul><p>When I rated Alibaba a strong buy before its earnings report, the stock was trading at a ridiculously low P/FCF multiple of ~8.55x. I must reiterate that I had no clue as to what Alibaba would report in Q4 or how the stock would react to these numbers. However, the valuation made Alibaba a no-brainer, and it still is a no-brainer (despite the +40% move in Alibaba&#39;s stock). Today, Alibaba is trading at ~14x P/FCF (well below the 3-yr median P/FCF of ~21x).</p><p></p><p><img src=\"https://static.tigerbbs.com/97154790c41df6813966a9c0226a5d43\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Honestly, I don&#39;t think Alibaba&#39;s Q4 numbers justify the quick 40% bounce we have seen in its stock over the last few days; however, Alibaba&#39;s valuation remains depressed, and the upside move may continue in the near future (quantitative factor data and technical charts suggest so).</p><ul><li><b>Improving Quant Factor Grades</b></li></ul><p>After the recent run-up in Alibaba&#39;s stock, its momentum factor grade has improved from &#34;C-&#34; to &#34;B+&#34;. I previously highlighted the positive trend in Alibaba&#39;s momentum factor grade as a potential sign of a turnaround in the stock. While momentum may continue to carry the stock higher towards the $140-$150 range, Alibaba&#39;s factor grades for valuation and (earnings) revisions are getting weaker.</p><p></p><p><img src=\"https://static.tigerbbs.com/8c7da606c3f053f0884d0de15d76984d\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha Quant Rating</p><p>With profitability and growth factor grades holding up, Alibaba&#39;s stock could ride the momentum train higher. Furthermore, Alibaba&#39;s fundamentals are likely to rebound in the coming 4-8 quarters. Hence, I view the current quantitative factor grades for Alibaba favorably, despite an overall rating of &#39;Hold&#39; [3.30] on SA&#39;s Quant Rating System.</p><ul><li><b>A Trend Reversal On The Technical Charts</b></li></ul><p>Alibaba&#39;s technical chart is showing signs of a major trend reversal with a breakout from its downward falling wedge pattern. While I don&#39;t expect Alibaba&#39;s stock to go up in a straight line, I will be looking for the stock to recapture its 200-EMA of ~$130 to confirm the trend reversal.</p><p></p><p><img src=\"https://static.tigerbbs.com/da230de0660c27b79cb293f0e3a75813\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p>On 25th May 2022, I wrote the following:</p><blockquote>As of today, Alibaba is still stuck in the downward wedge pattern; however, there are signs of RSI divergence, and the MACD is also moving up slowly as the stock hovers above a demand zone (shown on the chart). While I do not see a trend reversal just yet, I think the technical setup is improving. A breakout to the upside could send Alibaba back up to $140-$150 in quick order.</blockquote><p>Today, the RSI and MACD divergence that we observed a month ago is far more evident. While this bounce may yet fizzle out in the coming weeks and months, I think the technical setup is favorable for bulls (especially for ones with a long-term investment horizon).</p><ul><li><b>Signs of regulatory policy relaxation</b></li></ul><p>Over the past few months, the Chinese government has been seemingly easing up on its ongoing technology crackdown. Out of the five reasons I laid out in support of buying Alibaba, I think policy relaxation is probably the weakest one due to its abstract nature. However, if we do see a policy reversal from the Chinese government or even an easing of its technology crackdown, Alibaba could get rid of a major overhang on its stock, and if the negative sentiment abates, the stock could re-rate higher to a normalized valuation multiple.</p><h2>2 Reasons To Sell Alibaba</h2><p>Considering Alibaba&#39;s healthy fundamentals, dirt-cheap valuation, improving quant factor grades, and bullish technical setup, I don&#39;t think there is a straightforward, data-driven bear thesis against Alibaba. However, if I had to look for reasons to sell Alibaba at this throwaway price, they would have to be extrinsic reasons.</p><ul><li><b>Poor Macroeconomic Environment</b></li></ul><p>Like most businesses, Alibaba is exposed to macroeconomic factors. With most of its revenues coming from China, Alibaba&#39;s sales growth and margins could remain unimpressive for the foreseeable future. If Alibaba&#39;s free cash flows were to contract further in the event of a recession, the stock could go lower even if multiples were to return to normalized levels.</p><ul><li><b>Potential Delisting in the US</b></li></ul><p>While Alibaba has not been named as a (potential) violator of the HFCAA (Holding Foreign Companies Accountable Act) by the US SEC, the risk of potential delisting from US exchanges is non-zero for Alibaba. Institutional investors like Blackrock have exited Alibaba&#39;s ADRs and invested in Alibaba directly on Hong Kong exchanges. In my view, a potential delisting of ADRs is not a significant risk for Alibaba, but if you wish to get ahead of this risk, you should look to sell Alibaba ADRs [and consider investing in Alibaba on Hong Kong exchanges].</p><h2>Bottom Line</h2><p>Even after a rapid 40%+ move off its lows, fundamental, quantitative, and technical data render Alibaba&#39;s stock a &#34;Buy&#34;. As we saw today, the good in Alibaba (reasons to buy) far outweighs the bad (reasons to sell). Hence, I continue to be bullish on Alibaba.</p><p><b>Key Takeaway:</b> I rate Alibaba a strong buy at $117.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: 5 Reasons To Buy, 2 Reasons To Sell</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\">\nAlibaba: 5 Reasons To Buy, 2 Reasons To Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 23:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-...</p>\n\n<a href=\"https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247335031","content_text":"IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-November 2021]. Secondly, I believe that Alibaba's stock is ridiculously cheap based on its business fundamentals. However, I am still not entirely convinced about this investment due to macroeconomic and regulatory headwinds in China. The consensus noise in broader investment media is very bearish for Chinese tech stocks, and I don't think the sentiment will improve anytime soon.After analyzing Alibaba's Q4 numbers, I performed an exercise to nail down the bullish and bearish arguments for a long-term investment in Alibaba. In today's note, we will be discussing five reasons to buy and two reasons to sell Alibaba's stock at current levels. Here we go.5 Reasons To Buy AlibabaSolid Business FundamentalsIn Q4, Alibaba reported an earnings miss; however, revenue came in stronger-than-expected at $32.1B (vs. analyst estimates of ~$31B). As you may know, the Chinese economy is still suffering from draconian lockdowns, inflation, and slowing consumer demand. Despite all the noise around its business, Alibaba's fundamentals remain robust. After experiencing a pull forward in demand during the first wave of COVID, the fact that Alibaba is still growing its revenues is heartening. With inflation causing intense margin pressures, Alibaba's gross and operating margins declined considerably in Q4; however, these numbers are still very healthy. As the Chinese economy opens up and resumes growth, I think Alibaba's revenues and margins will start expanding once again.YChartsIn recent quarters, Alibaba's margins have come under pressure, which in turn has led to compression in free cash flow generation. For Q4, Alibaba reported a negative free cash flow of -$1.18B; however, if you look at historical trends, Alibaba has burnt cash in Q4 for the last three years, and this year's burn is the smallest. At the end of the day, Alibaba is still a free cash flow machine.YChartsWith roughly $50B of net cash, Alibaba has little to no liquidity or bankruptcy risk. Due to a violent valuation reset in its stock, Alibaba's management has adopted a more aggressive capital return program (upsizing its share buyback authorization to $25B in March 2022).YChartsAccording to Alibaba's Deputy CFO, Toby Xu -The upsized share buyback underscores our confidence in Alibaba's long-term, sustainable growth potential and value creation. Alibaba's stock price does not fairly reflect the company's value given our robust financial health and expansion plans.I agree with Toby. Let's find out why.Dirt Cheap ValuationsWhen I rated Alibaba a strong buy before its earnings report, the stock was trading at a ridiculously low P/FCF multiple of ~8.55x. I must reiterate that I had no clue as to what Alibaba would report in Q4 or how the stock would react to these numbers. However, the valuation made Alibaba a no-brainer, and it still is a no-brainer (despite the +40% move in Alibaba's stock). Today, Alibaba is trading at ~14x P/FCF (well below the 3-yr median P/FCF of ~21x).YChartsHonestly, I don't think Alibaba's Q4 numbers justify the quick 40% bounce we have seen in its stock over the last few days; however, Alibaba's valuation remains depressed, and the upside move may continue in the near future (quantitative factor data and technical charts suggest so).Improving Quant Factor GradesAfter the recent run-up in Alibaba's stock, its momentum factor grade has improved from \"C-\" to \"B+\". I previously highlighted the positive trend in Alibaba's momentum factor grade as a potential sign of a turnaround in the stock. While momentum may continue to carry the stock higher towards the $140-$150 range, Alibaba's factor grades for valuation and (earnings) revisions are getting weaker.Seeking Alpha Quant RatingWith profitability and growth factor grades holding up, Alibaba's stock could ride the momentum train higher. Furthermore, Alibaba's fundamentals are likely to rebound in the coming 4-8 quarters. Hence, I view the current quantitative factor grades for Alibaba favorably, despite an overall rating of 'Hold' [3.30] on SA's Quant Rating System.A Trend Reversal On The Technical ChartsAlibaba's technical chart is showing signs of a major trend reversal with a breakout from its downward falling wedge pattern. While I don't expect Alibaba's stock to go up in a straight line, I will be looking for the stock to recapture its 200-EMA of ~$130 to confirm the trend reversal.On 25th May 2022, I wrote the following:As of today, Alibaba is still stuck in the downward wedge pattern; however, there are signs of RSI divergence, and the MACD is also moving up slowly as the stock hovers above a demand zone (shown on the chart). While I do not see a trend reversal just yet, I think the technical setup is improving. A breakout to the upside could send Alibaba back up to $140-$150 in quick order.Today, the RSI and MACD divergence that we observed a month ago is far more evident. While this bounce may yet fizzle out in the coming weeks and months, I think the technical setup is favorable for bulls (especially for ones with a long-term investment horizon).Signs of regulatory policy relaxationOver the past few months, the Chinese government has been seemingly easing up on its ongoing technology crackdown. Out of the five reasons I laid out in support of buying Alibaba, I think policy relaxation is probably the weakest one due to its abstract nature. However, if we do see a policy reversal from the Chinese government or even an easing of its technology crackdown, Alibaba could get rid of a major overhang on its stock, and if the negative sentiment abates, the stock could re-rate higher to a normalized valuation multiple.2 Reasons To Sell AlibabaConsidering Alibaba's healthy fundamentals, dirt-cheap valuation, improving quant factor grades, and bullish technical setup, I don't think there is a straightforward, data-driven bear thesis against Alibaba. However, if I had to look for reasons to sell Alibaba at this throwaway price, they would have to be extrinsic reasons.Poor Macroeconomic EnvironmentLike most businesses, Alibaba is exposed to macroeconomic factors. With most of its revenues coming from China, Alibaba's sales growth and margins could remain unimpressive for the foreseeable future. If Alibaba's free cash flows were to contract further in the event of a recession, the stock could go lower even if multiples were to return to normalized levels.Potential Delisting in the USWhile Alibaba has not been named as a (potential) violator of the HFCAA (Holding Foreign Companies Accountable Act) by the US SEC, the risk of potential delisting from US exchanges is non-zero for Alibaba. Institutional investors like Blackrock have exited Alibaba's ADRs and invested in Alibaba directly on Hong Kong exchanges. In my view, a potential delisting of ADRs is not a significant risk for Alibaba, but if you wish to get ahead of this risk, you should look to sell Alibaba ADRs [and consider investing in Alibaba on Hong Kong exchanges].Bottom LineEven after a rapid 40%+ move off its lows, fundamental, quantitative, and technical data render Alibaba's stock a \"Buy\". As we saw today, the good in Alibaba (reasons to buy) far outweighs the bad (reasons to sell). Hence, I continue to be bullish on Alibaba.Key Takeaway: I rate Alibaba a strong buy at $117.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042580547,"gmtCreate":1656498320989,"gmtModify":1676535840782,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>can it recover😭😩😰😤😖","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>can it recover😭😩😰😤😖","text":"$Palantir Technologies Inc.(PLTR)$can it recover😭😩😰😤😖","images":[{"img":"https://community-static.tradeup.com/news/fdaf9f09205127721a2d27171dda9a61","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042580547","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9042020066,"gmtCreate":1656407287655,"gmtModify":1676535822546,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042020066","repostId":"1175964046","repostType":4,"repost":{"id":"1175964046","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":1656404598,"share":"https://ttm.financial/m/news/1175964046?lang=&edition=fundamental","pubTime":"2022-06-28 16:23","market":"us","language":"en","title":"Some Casino Stocks Jumped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1175964046","media":"Tiger Newspress","summary":"Some casino stocks jumped in premarket trading. Wynn, Las Vegas Sands and Melco Crown rose between 5","content":"<html><head></head><body><p>Some casino stocks jumped in premarket trading. Wynn, Las Vegas Sands and Melco Crown rose between 5% and 9%.<img src=\"https://static.tigerbbs.com/5ff43c281b7f237fa3c346c0b1ac2638\" tg-width=\"436\" tg-height=\"240\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some Casino Stocks Jumped in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome Casino Stocks Jumped in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-28 16:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some casino stocks jumped in premarket trading. Wynn, Las Vegas Sands and Melco Crown rose between 5% and 9%.<img src=\"https://static.tigerbbs.com/5ff43c281b7f237fa3c346c0b1ac2638\" tg-width=\"436\" tg-height=\"240\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MLCO":"新濠博亚娱乐","WYNN":"永利度假村","LVS":"金沙集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175964046","content_text":"Some casino stocks jumped in premarket trading. Wynn, Las Vegas Sands and Melco Crown rose between 5% and 9%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042067771,"gmtCreate":1656407225893,"gmtModify":1676535822554,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>Any hope to green😰😭😩","listText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>Any hope to green😰😭😩","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$Any hope to green😰😭😩","images":[{"img":"https://community-static.tradeup.com/news/bf9e9ce6c76b5c05402d792ec2228f44","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042067771","isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9046816401,"gmtCreate":1656327244303,"gmtModify":1676535806567,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"Nice👏👏👏","listText":"Nice👏👏👏","text":"Nice👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046816401","repostId":"1146571440","repostType":4,"repost":{"id":"1146571440","kind":"news","pubTimestamp":1656323409,"share":"https://ttm.financial/m/news/1146571440?lang=&edition=fundamental","pubTime":"2022-06-27 17:50","market":"sg","language":"en","title":"Biotech Startup Mirxes Weighs $300 Million Singapore IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1146571440","media":"Bloomberg","summary":"Mirxes Pte, a Singapore-based biotechnology startup, is weighing an initial public offering in the c","content":"<html><head></head><body><p>Mirxes Pte, a Singapore-based biotechnology startup, is weighing an initial public offering in the city-state next year that could raise about $300 million, according to people with knowledge of the matter.</p><p>The company is in discussions with bankers about a potential offering that could value it at over $1 billion, said the people, who asked not to be identified as the process is private.</p><p>Deliberations are ongoing and Mirxes could decide not to proceed with the offering, said the people. Calls and emails to Mirxes seeking comment were not returned.</p><p>Any listing would help to further stimulate the IPO market in Singapore. First-time share sales in the city-state totaled $348 million so far this year, up from $242 million in the same period last year, according to data compiled by Bloomberg.</p><p>Founded in 2014 as a spinoff from Singapore’s Agency for Science, Technology and Research, also known as A*STAR, Mirxes focuses on early detection of multiple cancers using proprietary RNA-powered blood tests, according to its website. The startup raised $87 million in a series C funding round in 2021, taking the total amount raised to $130 million since its inception.</p><p>Mirxes has operations in China, Japan and the US and commercial activities in over 45 countries, according to a recent press release. In 2020 the startup along with A*STAR and others worked to mass produce Singapore’s first authorized Covid-19 PCR test, with more than 8 million kits deployed globally.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biotech Startup Mirxes Weighs $300 Million Singapore IPO</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\">\nBiotech Startup Mirxes Weighs $300 Million Singapore IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-27 17:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-06-27/biotech-startup-mirxes-said-to-weigh-300-million-singapore-ipo><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mirxes Pte, a Singapore-based biotechnology startup, is weighing an initial public offering in the city-state next year that could raise about $300 million, according to people with knowledge of the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-06-27/biotech-startup-mirxes-said-to-weigh-300-million-singapore-ipo\">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.bloomberg.com/news/articles/2022-06-27/biotech-startup-mirxes-said-to-weigh-300-million-singapore-ipo","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146571440","content_text":"Mirxes Pte, a Singapore-based biotechnology startup, is weighing an initial public offering in the city-state next year that could raise about $300 million, according to people with knowledge of the matter.The company is in discussions with bankers about a potential offering that could value it at over $1 billion, said the people, who asked not to be identified as the process is private.Deliberations are ongoing and Mirxes could decide not to proceed with the offering, said the people. Calls and emails to Mirxes seeking comment were not returned.Any listing would help to further stimulate the IPO market in Singapore. First-time share sales in the city-state totaled $348 million so far this year, up from $242 million in the same period last year, according to data compiled by Bloomberg.Founded in 2014 as a spinoff from Singapore’s Agency for Science, Technology and Research, also known as A*STAR, Mirxes focuses on early detection of multiple cancers using proprietary RNA-powered blood tests, according to its website. The startup raised $87 million in a series C funding round in 2021, taking the total amount raised to $130 million since its inception.Mirxes has operations in China, Japan and the US and commercial activities in over 45 countries, according to a recent press release. In 2020 the startup along with A*STAR and others worked to mass produce Singapore’s first authorized Covid-19 PCR test, with more than 8 million kits deployed globally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046811438,"gmtCreate":1656327011724,"gmtModify":1676535806528,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"Thanks for sharing this 👍","listText":"Thanks for sharing this 👍","text":"Thanks for sharing this 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046811438","repostId":"1189103894","repostType":4,"repost":{"id":"1189103894","kind":"news","pubTimestamp":1656320720,"share":"https://ttm.financial/m/news/1189103894?lang=&edition=fundamental","pubTime":"2022-06-27 17:05","market":"us","language":"en","title":"Tencent, JD.com, NIKE, BioNTech SE, Jefferies And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1189103894","media":"Benzinga","summary":"Naspers subsidiary Prosus NV sold more than 131.8 million shares in JD.com it got from Tencent Holdi","content":"<html><head></head><body><ul><li>Naspers subsidiary Prosus NV sold more than 131.8 million shares in <b><a href=\"https://laohu8.com/S/JD\">JD.com</a></b> it got from <b><a href=\"https://laohu8.com/S/TCEHY\">Tencent Holding Ltd.</a>,</b> about a 4% stake in the online retailer, Prosus said in a statement. “JD.com does not form part of the group’s core strategic focus,” it said in a filing Monday. <b><a href=\"https://laohu8.com/S/JD\">JD.com</a></b> jumped over 5% in premarket trading.</li></ul><ul><li>Wall Street expects <b>NIKE, Inc.</b> to report quarterly earnings at $0.81 per share on revenue of $12.07 billion after the closing bell. Nike shares fell 0.1% to $112.76 in after-hours trading.</li><li><b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> and <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>&#39;s two investigational omicron-specific COVID-19 vaccines elicited robust immune response against the strain and its subvariants, according to data from a phase 2/3 study released June 25. <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b> rose nearly 5% in premarket trading.</li><li><b>Borqs Technologies, Inc.</b> reported a 1-for-16 reverse stock split, effective June 27. Borqs Technologies shares dipped 16.7% to $0.1480 in the after-hours trading session.</li><li>Analysts are expecting <b>Jefferies Financial Group Inc.</b> to have earned $0.51 per share on revenue of $1.26 billion for the latest quarter. The company will release earnings after the markets close. Jefferies Financial shares fell 0.1% to $27.82 in after-hours trading.</li></ul><ul><li><b>Four Corners Property Trust, Inc.</b> reported the acquisition of a DaVita Kidney Care property for $2.2 million. FCPT shares gained 1.6% to close at $27.06 on Friday.</li><li>Analysts expect <b>Concentrix Corporation</b> to post quarterly earnings at $2.84 per share on revenue of $1.58 billion after the closing bell. Concentrix shares slipped 0.1% to $145.24 in after-hours trading.</li></ul></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>Tencent, JD.com, NIKE, BioNTech SE, Jefferies And More: U.S. Stocks To Watch</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\">\nTencent, JD.com, NIKE, BioNTech SE, Jefferies And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-27 17:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/06/27857026/nike-jefferies-3-stocks-to-watch-heading-into-monday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Naspers subsidiary Prosus NV sold more than 131.8 million shares in JD.com it got from Tencent Holding Ltd., about a 4% stake in the online retailer, Prosus said in a statement. “JD.com does not form ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/06/27857026/nike-jefferies-3-stocks-to-watch-heading-into-monday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JEF":"杰富瑞","TCEHY":"腾讯控股ADR","BRQS":"播思科技","CNXC":"Concentrix Corp","FCPT":"Four Corners Property Trust, Inc.","NKE":"耐克","JD":"京东"},"source_url":"https://www.benzinga.com/news/earnings/22/06/27857026/nike-jefferies-3-stocks-to-watch-heading-into-monday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189103894","content_text":"Naspers subsidiary Prosus NV sold more than 131.8 million shares in JD.com it got from Tencent Holding Ltd., about a 4% stake in the online retailer, Prosus said in a statement. “JD.com does not form part of the group’s core strategic focus,” it said in a filing Monday. JD.com jumped over 5% in premarket trading.Wall Street expects NIKE, Inc. to report quarterly earnings at $0.81 per share on revenue of $12.07 billion after the closing bell. Nike shares fell 0.1% to $112.76 in after-hours trading.Pfizer and BioNTech SE's two investigational omicron-specific COVID-19 vaccines elicited robust immune response against the strain and its subvariants, according to data from a phase 2/3 study released June 25. BioNTech SE rose nearly 5% in premarket trading.Borqs Technologies, Inc. reported a 1-for-16 reverse stock split, effective June 27. Borqs Technologies shares dipped 16.7% to $0.1480 in the after-hours trading session.Analysts are expecting Jefferies Financial Group Inc. to have earned $0.51 per share on revenue of $1.26 billion for the latest quarter. The company will release earnings after the markets close. Jefferies Financial shares fell 0.1% to $27.82 in after-hours trading.Four Corners Property Trust, Inc. reported the acquisition of a DaVita Kidney Care property for $2.2 million. FCPT shares gained 1.6% to close at $27.06 on Friday.Analysts expect Concentrix Corporation to post quarterly earnings at $2.84 per share on revenue of $1.58 billion after the closing bell. Concentrix shares slipped 0.1% to $145.24 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046813438,"gmtCreate":1656326932924,"gmtModify":1676535806504,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>😤😖😩😰😭","listText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>😤😖😩😰😭","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$😤😖😩😰😭","images":[{"img":"https://community-static.tradeup.com/news/fc9522ac0f16f594ff8421d22091933b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046813438","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9041764847,"gmtCreate":1656113110089,"gmtModify":1676535768351,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"Thanks for sharing 👏👏👏","listText":"Thanks for sharing 👏👏👏","text":"Thanks for sharing 👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041764847","repostId":"1199426737","repostType":4,"repost":{"id":"1199426737","kind":"news","pubTimestamp":1656112335,"share":"https://ttm.financial/m/news/1199426737?lang=&edition=fundamental","pubTime":"2022-06-25 07:12","market":"us","language":"en","title":"Next Week's Rebalancing Could Drive Stocks Up 7%, JP Morgan's Kolanovic Predicts","url":"https://stock-news.laohu8.com/highlight/detail?id=1199426737","media":"StreetInsider","summary":"Market bull Marko Kolanovic from JP Morgan helped set the stage for today's stock market rally after","content":"<html><head></head><body><p>Market bull Marko Kolanovic from JP Morgan helped set the stage for today&#39;s stock market rally after publishing a bullish 2nd-half global markets outlook, which predicts no recession and lower inflation.</p><p>In addition, he followed it up with a report that suggested an end-of-month and quarter rebalancing could push the stock market up 7% next week.</p><p>On the global outlook, Kolanovic highlights that their economics department does not see a recession materializing this year. A recession is not their base case over the next 12 months, in fact, they see global growth accelerating from 1.3% in the first half of this year to 3.1% in the second half.</p><p>On inflation, they see it declining from a 9.4% annualized rate in the first half to 4.2% in the second half. This will allow central banks to pivot and avoid producing an economic downturn. Given their view of no recession, risky asset prices are &#34;too cheap,&#34; he said.</p><p>In this morning&#39;s note on end-of-month and quarter rebalancing, Kolanovic said while rebalances are usually not the main driver of the market, next week&#39;s rebalancing will be different. This is due to the fact that equity markets were down significantly over the past month, quarter, and six-month time periods and it is happening in a period of low liquidity. In addition, the market is in an &#34;oversold condition, cash balances are at record level, and recent market shorting activity reached levels not seen since 2008.&#34;</p><p>&#34;This year the impact of rebalances have been significant due to large market moves and low liquidity. For instance, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end,&#34; Kolanovic explains. &#34;On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.</p><p>Let’s look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds). Rebalances across all 3 lookback windows would reinforce and, based on historical regression, would imply a ~7% move up in equities next week.&#34;</p></body></html>","source":"highlight_streetinsider","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>Next Week's Rebalancing Could Drive Stocks Up 7%, JP Morgan's Kolanovic Predicts</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\">\nNext Week's Rebalancing Could Drive Stocks Up 7%, JP Morgan's Kolanovic Predicts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-25 07:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20253390><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Market bull Marko Kolanovic from JP Morgan helped set the stage for today's stock market rally after publishing a bullish 2nd-half global markets outlook, which predicts no recession and lower ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20253390\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","IWM":"罗素2000指数ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20253390","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199426737","content_text":"Market bull Marko Kolanovic from JP Morgan helped set the stage for today's stock market rally after publishing a bullish 2nd-half global markets outlook, which predicts no recession and lower inflation.In addition, he followed it up with a report that suggested an end-of-month and quarter rebalancing could push the stock market up 7% next week.On the global outlook, Kolanovic highlights that their economics department does not see a recession materializing this year. A recession is not their base case over the next 12 months, in fact, they see global growth accelerating from 1.3% in the first half of this year to 3.1% in the second half.On inflation, they see it declining from a 9.4% annualized rate in the first half to 4.2% in the second half. This will allow central banks to pivot and avoid producing an economic downturn. Given their view of no recession, risky asset prices are \"too cheap,\" he said.In this morning's note on end-of-month and quarter rebalancing, Kolanovic said while rebalances are usually not the main driver of the market, next week's rebalancing will be different. This is due to the fact that equity markets were down significantly over the past month, quarter, and six-month time periods and it is happening in a period of low liquidity. In addition, the market is in an \"oversold condition, cash balances are at record level, and recent market shorting activity reached levels not seen since 2008.\"\"This year the impact of rebalances have been significant due to large market moves and low liquidity. For instance, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end,\" Kolanovic explains. \"On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.Let’s look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds). Rebalances across all 3 lookback windows would reinforce and, based on historical regression, would imply a ~7% move up in equities next week.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041762201,"gmtCreate":1656113043803,"gmtModify":1676535768217,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>Crying till end of days😭😰😤😖😩","listText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>Crying till end of days😭😰😤😖😩","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$Crying till end of days😭😰😤😖😩","images":[{"img":"https://community-static.tradeup.com/news/652cae717b79955f3c60608a6a7de1de","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041762201","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9041279226,"gmtCreate":1656064261265,"gmtModify":1676535761534,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"Thanks for sharing 👏👏👏","listText":"Thanks for sharing 👏👏👏","text":"Thanks for sharing 👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041279226","repostId":"2245225032","repostType":4,"repost":{"id":"2245225032","kind":"highlight","pubTimestamp":1656063801,"share":"https://ttm.financial/m/news/2245225032?lang=&edition=fundamental","pubTime":"2022-06-24 17:43","market":"us","language":"en","title":"3 Things About Alphabet That Smart Investors Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2245225032","media":"Motley Fool","summary":"The tech giant's sprawling business has a lot of moving parts.","content":"<html><head></head><body><p><b>Alphabet</b>, the parent company of Google, is one of the most closely followed tech companies in the world. Most people likely know the company owns the world&#39;s most popular search engine, mobile operating system (Android), web browser (Chrome), webmail service (Gmail), and streaming video platform (YouTube).</p><p>They probably also know it generates most of its revenue from Google&#39;s ads, and it shares a near duopoly in the digital advertising market with <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b> in the U.S. and many other major markets. Based on those strengths, many investors consider Alphabet to be a reliable long-term investment that can bounce back from any major economic downturns.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05a582ca102081d4d87c74eaf5de940b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>However, Alphabet is also a complex company with a lot of moving parts. So today, let&#39;s dive into three lesser-known facts about the tech giant -- and why they could matter to smart long-term investors.</p><h2>1. Its previous stock split was controversial</h2><p>Alphabet will execute a 20-for-1 stock split on July 15. This split might generate some fresh interest from smaller retail investors and options traders, since each options contract is tethered to 100 shares, and potentially lead to its inclusion in the price-weighted <b>Dow Jones Industrial Average</b>. But for most long-term investors, the stock split is meaningless -- since its market cap, valuations, and ownership will stay the same.</p><p>However, Alphabet&#39;s previous stock split in 2014, when the company was still known as Google, was more controversial. That split separated Google&#39;s stock into three classes of A, B, and C shares.</p><p>The Class A shares, which now trade under the GOOGL ticker, granted investors a single vote per share. The Class B shares were worth 10 votes apiece, but they weren&#39;t publicly traded and only reserved for the company&#39;s founders and top insiders. The Class C shares, which now trade under the GOOG ticker, were carved off from its Class A shares in a 2-for-1 split and included no voting rights.</p><p>In other words, Google&#39;s confusing stock split guaranteed that any activist moves against the company would fail without the backing of a major Class B shareholder. Alphabet&#39;s founders Sergey Brin and Larry Page still control 51% of Alphabet&#39;s voting power through their Class B shares, so they could technically challenge or overturn any major decisions made by CEO Sundar Pichai.</p><h2>2. Google is just one of Alphabet&#39;s subsidiaries</h2><p>Google and Alphabet are often discussed interchangeably, since Google accounts for most of Alphabet&#39;s revenue, but the former is actually just one of the latter&#39;s many subsidiaries.</p><p>Alphabet&#39;s other subsidiaries include its autonomous driving company Waymo, the drone developer Wing, the life science companies Calico and Verily, the AI companies DeepMind and Isomorphic Labs, and its secretive X Development subsidiary for experimental projects. It also operates Google Fiber, which provides broadband fiber connections in select markets, as well as two investment firms.</p><p>These barriers were established upon the creation of Alphabet in 2015 and more clearly separate the company&#39;s loss-leading experiments from Google&#39;s core businesses.</p><p>Alphabet bundles those businesses together in its &#34;other bets&#34; segment, which grew its revenue 15% to $753 million -- just 0.3% of its top line -- in 2021. However, the segment&#39;s operating loss also widened from $4.5 billion to $5.3 billion -- compared to its total operating income of $78.7 billion -- and will likely remain a dead weight on Alphabet&#39;s operating margins for the foreseeable future.</p><h2>3. Google Cloud is still operating at a loss</h2><p>Speaking of unprofitable businesses, Google Cloud also continues to bleed red ink as it chases <b>Amazon</b> Web Services (AWS) and <b>Microsoft</b> Azure in the cloud infrastructure platform market.</p><p>Google Cloud claimed 8% of that market in the first quarter of 2022, according to Canalys, putting it in third place behind AWS (33%) and Azure (21%). Out of the big three, only AWS is profitable.</p><p>Google Cloud&#39;s revenue rose 47% to $19.2 billion, or 7% of Alphabet&#39;s top line, in 2021. That means it&#39;s growing faster than AWS and at a comparable rate as Azure. The segment&#39;s operating loss narrowed from $3.1 billion to $5.6 billion, but it will likely remain deeply unprofitable as Google tries to gain more customers with steep discounts and aggressive promotions.</p><h2>Why should these facts matter to investors?</h2><p>These three lesser-known facts shouldn&#39;t make Alphabet a less appealing investment for long-term investors. I personally own shares of Alphabet, and I won&#39;t sell my stake anytime soon because I believe the company has plenty of room to expand its sprawling ecosystem over the next few decades.</p><p>However, investors should realize that Alphabet&#39;s ownership structure still puts it firmly in control of its founders and insiders and that its unprofitable &#34;other bets&#34; and cloud divisions could significantly throttle its earnings growth if Google&#39;s advertising business stalls out during a recession.</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 Things About Alphabet That Smart Investors Know</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 Things About Alphabet That Smart Investors Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 17:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/23/3-things-about-alphabet-that-smart-investors-know/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet, the parent company of Google, is one of the most closely followed tech companies in the world. Most people likely know the company owns the world's most popular search engine, mobile ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/23/3-things-about-alphabet-that-smart-investors-know/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/06/23/3-things-about-alphabet-that-smart-investors-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245225032","content_text":"Alphabet, the parent company of Google, is one of the most closely followed tech companies in the world. Most people likely know the company owns the world's most popular search engine, mobile operating system (Android), web browser (Chrome), webmail service (Gmail), and streaming video platform (YouTube).They probably also know it generates most of its revenue from Google's ads, and it shares a near duopoly in the digital advertising market with Meta Platforms in the U.S. and many other major markets. Based on those strengths, many investors consider Alphabet to be a reliable long-term investment that can bounce back from any major economic downturns.Image source: Getty Images.However, Alphabet is also a complex company with a lot of moving parts. So today, let's dive into three lesser-known facts about the tech giant -- and why they could matter to smart long-term investors.1. Its previous stock split was controversialAlphabet will execute a 20-for-1 stock split on July 15. This split might generate some fresh interest from smaller retail investors and options traders, since each options contract is tethered to 100 shares, and potentially lead to its inclusion in the price-weighted Dow Jones Industrial Average. But for most long-term investors, the stock split is meaningless -- since its market cap, valuations, and ownership will stay the same.However, Alphabet's previous stock split in 2014, when the company was still known as Google, was more controversial. That split separated Google's stock into three classes of A, B, and C shares.The Class A shares, which now trade under the GOOGL ticker, granted investors a single vote per share. The Class B shares were worth 10 votes apiece, but they weren't publicly traded and only reserved for the company's founders and top insiders. The Class C shares, which now trade under the GOOG ticker, were carved off from its Class A shares in a 2-for-1 split and included no voting rights.In other words, Google's confusing stock split guaranteed that any activist moves against the company would fail without the backing of a major Class B shareholder. Alphabet's founders Sergey Brin and Larry Page still control 51% of Alphabet's voting power through their Class B shares, so they could technically challenge or overturn any major decisions made by CEO Sundar Pichai.2. Google is just one of Alphabet's subsidiariesGoogle and Alphabet are often discussed interchangeably, since Google accounts for most of Alphabet's revenue, but the former is actually just one of the latter's many subsidiaries.Alphabet's other subsidiaries include its autonomous driving company Waymo, the drone developer Wing, the life science companies Calico and Verily, the AI companies DeepMind and Isomorphic Labs, and its secretive X Development subsidiary for experimental projects. It also operates Google Fiber, which provides broadband fiber connections in select markets, as well as two investment firms.These barriers were established upon the creation of Alphabet in 2015 and more clearly separate the company's loss-leading experiments from Google's core businesses.Alphabet bundles those businesses together in its \"other bets\" segment, which grew its revenue 15% to $753 million -- just 0.3% of its top line -- in 2021. However, the segment's operating loss also widened from $4.5 billion to $5.3 billion -- compared to its total operating income of $78.7 billion -- and will likely remain a dead weight on Alphabet's operating margins for the foreseeable future.3. Google Cloud is still operating at a lossSpeaking of unprofitable businesses, Google Cloud also continues to bleed red ink as it chases Amazon Web Services (AWS) and Microsoft Azure in the cloud infrastructure platform market.Google Cloud claimed 8% of that market in the first quarter of 2022, according to Canalys, putting it in third place behind AWS (33%) and Azure (21%). Out of the big three, only AWS is profitable.Google Cloud's revenue rose 47% to $19.2 billion, or 7% of Alphabet's top line, in 2021. That means it's growing faster than AWS and at a comparable rate as Azure. The segment's operating loss narrowed from $3.1 billion to $5.6 billion, but it will likely remain deeply unprofitable as Google tries to gain more customers with steep discounts and aggressive promotions.Why should these facts matter to investors?These three lesser-known facts shouldn't make Alphabet a less appealing investment for long-term investors. I personally own shares of Alphabet, and I won't sell my stake anytime soon because I believe the company has plenty of room to expand its sprawling ecosystem over the next few decades.However, investors should realize that Alphabet's ownership structure still puts it firmly in control of its founders and insiders and that its unprofitable \"other bets\" and cloud divisions could significantly throttle its earnings growth if Google's advertising business stalls out during a recession.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041270003,"gmtCreate":1656064136302,"gmtModify":1676535761487,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>no more tears......😩😭😰😤😖","listText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>no more tears......😩😭😰😤😖","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$no more tears......😩😭😰😤😖","images":[{"img":"https://community-static.tradeup.com/news/3aa44d502da09cc268d07ce240b2f4ca","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041270003","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9041002595,"gmtCreate":1655974582817,"gmtModify":1676535743500,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"All are best stock months ago..things change so fast😖😤😩😭😰","listText":"All are best stock months ago..things change so fast😖😤😩😭😰","text":"All are best stock months ago..things change so fast😖😤😩😭😰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041002595","repostId":"1108166120","repostType":4,"repost":{"id":"1108166120","kind":"news","pubTimestamp":1655956137,"share":"https://ttm.financial/m/news/1108166120?lang=&edition=fundamental","pubTime":"2022-06-23 11:48","market":"us","language":"en","title":"7 Deadbeat Stocks to Dump Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1108166120","media":"InvestorPlace","summary":"Selecting stocks to sell has become an urgent priority for those investors who want to cash out befo","content":"<html><head></head><body><ul><li>Selecting stocks to sell has become an urgent priority for those investors who want to cash out before the expected recession hits hard.</li><li><b>Best Buy</b>(BBY): The electronics retailer saw revenue decline for the second straight quarter.</li><li><b>Coinbase</b>(COIN): Firing roughly one-fifth of its workforce to compensate for declining revenue.</li><li><b>eBay</b>(EBAY): Online marketplace business is shrinking at an accelerating rate, with sales volumes on its platform declining 20% in the first quarter.</li><li><b>Netflix</b>(NFLX): The streaming giant could lose two million more subscribers in the next quarter.</li><li><b>Roblox</b>(RBLX): Average bookings per daily active user declined 25.5% YOY in April.</li><li><b>Volta</b>(VLTA): Management has substantial doubts about the company&#39;s ability to continue for the next 12 months, given its financial position.</li><li><b>Zendesk</b>(ZEN): Lost investor confidence after rejecting a bid from a consortium of private equity firms for $16 billion.</li></ul><p>Selecting stocks to sell has become an urgent priority for those investors who want to cash out before the expected recession hits hard. Investors are wary of further declines to come in this bear market. The benchmark <b>S&amp;P 500</b>index is down around % year-to-date (YTD). Meanwhile, the sell-off in growth stocks led to a 30% decline in the <b>Nasdaq 100</b> index so far in 2022.</p><p>The U.S. Department of Commerce recently announced the first-quarter gross domestic product (GDP) declined at a 1.5% annual pace. David Folkerts-Landau, the chief economist at <b>Deutsche Bank</b>(NYSE:DB), forecasts a severe recession in the U.S. within the next two years. Last month, the chief economist at <b>Moody’s</b> (NYSE:MCO) also noted that recession risks have become “uncomfortably high.”</p><p>Against this backdrop of an imminent recession, we have selected stocks recently downgraded by analysts forecasting restrained demand in their businesses. With that information, here are seven stocks to sell before they plunge further into the abyss.</p><p><b>Stocks to Sell: Best Buy (BBY)</b></p><p>52 week range: $67.66 – $141.97</p><p><b>Best Buy</b> (NYSE:BBY) is the largest pure-play consumer electronics retailer in the U.S., with $51.8 billion in fiscal 2022 sales. The retailer announced first-quarter FY23 results on May 24.</p><p>Revenue decreased 8.5% year-over-year (YOY) to $10.65 billion. Non-GAAP earnings came in at $1.57 per diluted share, compared to $2.23 per diluted share a year ago. Cash and equivalents ended the period at $960 million.</p><p><i>Wall Street</i> was not pleased revenue declined for the second straight quarter due to increased promotional activity and rising supply chain expenses. Moreover, same-store sales fell 8% YOY, while inventories grew 9%, putting more pressure on the bottom line. Management forecasts comparable store sales to decline between 3% to 6% through 2022.</p><p>In recent days, Best Buy got a downgrade from <b>Bank of America</b>(NYSE:<b><u>BAC</u></b>). So far in 2022, BBY stock has dropped over 30%to trade at 2-year lows. However, we should note that the dip in the stock price has lifted the dividend yield to an attractive4.9%.</p><p><b>Coinbase Global (COIN)</b></p><p>52-week range: $40.83 – $368.90</p><p><b>Coinbase Global</b> (NASDAQ:COIN) is one of the largest cryptocurrency exchanges in the world. Its platform has roughly 89 million verified users in over 100 countries.</p><p>The brokerage released Q1 metrics on May 10. Revenue declined 27% YOY to $1.17 billion. Net loss came in at $1.98 per diluted share, compared to a net income of $3.05 per diluted share a year ago. Cash and equivalents ended the period at $6.1 billion.</p><p>Coinbase is firing roughly one-fifth of its workforce to cut down costs, yet it may not be enough to compensate for declining revenue. While the cryptocurrency exchange still has significant cash on its balance sheet to absorb further losses, the company is expected to take more radical measures if the crypto meltdown deepens.</p><p>On Nov. 9, 2021, Coinbase shares saw a record high of $368.90. But, recently, <b>JPMorgan Chase</b>(NYSE:<b><u>JPM</u></b>)downgradedCOIN stock, which has plunged 80% YTD.</p><p><b>Stocks to Sell: eBay (EBAY)</b></p><p>52-week range: $40.52 -$81.19</p><p><b>eBay</b> (NASDAQ:EBAY) is one of the largest e-commerce marketplaces worldwide, with $87 billion in 2021 gross merchandise volume (GMV). Its platform connects more than 147 million buyers and roughly 20 million sellers.</p><p>The global commerce company reported Q1 results on May 4. Revenue decreased 6% YOY to $2.5 billion. Adjusted earnings came in at $1.05 per diluted share, down from $1.08 a year ago. Cash and equivalents ended the period at $6.3 billion.</p><p>eBay’s business continues to shrink at an accelerated pace. Its buyer pool declined by 13%, and sales volumes on its platform fell 20% in the first quarter. As a result, management lowered its 2022 outlook, anticipating adjusted earnings between $3.90 and $4.11 per share.</p><p>On June 10, <b>Goldman Sachs</b>(NYSE:<b><u>GS</u></b>)lowered its forecast for EBAY stock. So far in 2022, shares have lost over 36% to trade at 2-year lows.</p><p><b>Netflix (NFLX)</b></p><p>52-week range: $162.71 – $700.99</p><p>Netflix (NASDAQ:NFLX) offers subscription-based entertainment services worldwide in 190 countries. The streaming giant issued Q1 financials on April 19.</p><p>Revenue increased 9.8% YOY to $7.9 billion. Diluted earnings came in at $3.53 per share, down from $3.75 per share a year ago. Free cash flow stood at $802 million. Cash and equivalents ended the quarter at $6 billion.</p><p>The platform faces increased competition while demand for streaming entertainment keeps falling. As a result, it lost 200,000 subscribers in the first quarter and could lose two million more in the second quarter. In addition, rivals are ramping up their content, forcing Netflix to keep its content expenditures at high levels.</p><p>Since its Q1 earnings, <i>Wall Street</i> has issued numerous warnings about the future of NFLX stock. The latest downgrade came from Matthew Harrigan of <b>Benchmark</b>. Since January Netflix shares have tumbled over 70% YTD, trading around multi-year lows.</p><p><b>Stocks to Sell: Roblox (RBLX)</b></p><p>52-week range: $21.65 – $141.60</p><p><b>Roblox</b> (NYSE:RBLX) is known for its interactive entertainment platform. Developers can integrate digital games and user-generated experiences in immersive 3D worlds.</p><p>Management announcedQ1 financials on May 10. Revenue increased 39% YOY to $537.1 million. Net loss came in at 27 cents per diluted share, down from 46 cents a year ago. Cash and equivalents ended the period at $3.13 billion.</p><p>The slowdown in user engagement resulted in a decline in quarter-to-quarter revenue. In April, average bookings per daily active user declined 25.5% YOY.</p><p>A decline in bookings typically leads to a slowdown in near-term revenue. Purchases of Robux, its in-game currency, are measured as bookings, which translate into revenue when players spend their Robux in its app.</p><p>Investors have become increasingly concerned after the most recent downgrade by Goldman Sachs. RBLX stock has crashed75% YTD, trading close to its 52-week lows.</p><p><b>Volta (VLTA)</b></p><p>52-week range: $1.44 – 14.34</p><p>Electric vehicle (EV) charging station operator <b>Volta</b> (NYSE:VLTA) has been trying to capitalize on the growth of alternative energies. Management partners with retailers to provide advertising on its charging stalls with large display monitors.</p><p>On May 13, Volta released Q1 metrics. Revenue increased 77% YOY to $8.4 million, driven by a 73% increase in media revenue. However, net loss came in at 28 cents per diluted share, down from $4.15 a year ago. Cash and equivalents ended the period at $205.4 million.</p><p>Management remarked that there is “substantial doubt” about the company’s ability to continue for the next 12 months, given its financial position. Moreover, the departure of its top-level executives adds further uncertainty to the company’s future.</p><p>VLTA stock is facing the threat of delisting from the New York Stock Exchange, as it has been trading significantly below $4 per share since late March.</p><p>In June, Cantor Fitzgerald downgraded Volta. So far in 2022, VLTA stock has plunged 80% to trade at 52-week lows.</p><p><b>Stocks to Sell: Zendesk (ZEN)</b></p><p>52-week range: $54.16 – 153.43</p><p><b>Zendesk</b> (NYSE:ZEN) provides a portfolio of customer engagement software solutions. The company reported Q1 results on April 28.</p><p>Revenue increased 30% YOY to $388.3 million.Net income came in at 12 cents per diluted share, down from 18 cents a year ago. Cash and equivalents ended the period at $496.9 million.</p><p>Wall Street has not been happy with the failed attempt to buy <b>Momentive</b> <b>Global</b>(NASDAQ:MNTV). Then came Zendesk’s recent rejection of an acquisition offer from a consortium of private equity firms for $16 billion. As a result, investor confidence has been shaken.</p><p><b>Morgan Stanley</b>(NYSE:<b><u>MS</u></b>) has recently downgraded ZEN stock, which is down 45% YTD. Shares are trading at multi-year lows.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Deadbeat Stocks to Dump 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\">\n7 Deadbeat Stocks to Dump Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/7-deadbeat-stocks-to-sell-dump-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Selecting stocks to sell has become an urgent priority for those investors who want to cash out before the expected recession hits hard.Best Buy(BBY): The electronics retailer saw revenue decline for ...</p>\n\n<a href=\"https://investorplace.com/2022/06/7-deadbeat-stocks-to-sell-dump-now/\">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","RBLX":"Roblox Corporation","ZEN":"Zendesk Inc.","VLTA":"Volta","EBAY":"eBay","BBY":"百思买","COIN":"Coinbase Global, Inc."},"source_url":"https://investorplace.com/2022/06/7-deadbeat-stocks-to-sell-dump-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108166120","content_text":"Selecting stocks to sell has become an urgent priority for those investors who want to cash out before the expected recession hits hard.Best Buy(BBY): The electronics retailer saw revenue decline for the second straight quarter.Coinbase(COIN): Firing roughly one-fifth of its workforce to compensate for declining revenue.eBay(EBAY): Online marketplace business is shrinking at an accelerating rate, with sales volumes on its platform declining 20% in the first quarter.Netflix(NFLX): The streaming giant could lose two million more subscribers in the next quarter.Roblox(RBLX): Average bookings per daily active user declined 25.5% YOY in April.Volta(VLTA): Management has substantial doubts about the company's ability to continue for the next 12 months, given its financial position.Zendesk(ZEN): Lost investor confidence after rejecting a bid from a consortium of private equity firms for $16 billion.Selecting stocks to sell has become an urgent priority for those investors who want to cash out before the expected recession hits hard. Investors are wary of further declines to come in this bear market. The benchmark S&P 500index is down around % year-to-date (YTD). Meanwhile, the sell-off in growth stocks led to a 30% decline in the Nasdaq 100 index so far in 2022.The U.S. Department of Commerce recently announced the first-quarter gross domestic product (GDP) declined at a 1.5% annual pace. David Folkerts-Landau, the chief economist at Deutsche Bank(NYSE:DB), forecasts a severe recession in the U.S. within the next two years. Last month, the chief economist at Moody’s (NYSE:MCO) also noted that recession risks have become “uncomfortably high.”Against this backdrop of an imminent recession, we have selected stocks recently downgraded by analysts forecasting restrained demand in their businesses. With that information, here are seven stocks to sell before they plunge further into the abyss.Stocks to Sell: Best Buy (BBY)52 week range: $67.66 – $141.97Best Buy (NYSE:BBY) is the largest pure-play consumer electronics retailer in the U.S., with $51.8 billion in fiscal 2022 sales. The retailer announced first-quarter FY23 results on May 24.Revenue decreased 8.5% year-over-year (YOY) to $10.65 billion. Non-GAAP earnings came in at $1.57 per diluted share, compared to $2.23 per diluted share a year ago. Cash and equivalents ended the period at $960 million.Wall Street was not pleased revenue declined for the second straight quarter due to increased promotional activity and rising supply chain expenses. Moreover, same-store sales fell 8% YOY, while inventories grew 9%, putting more pressure on the bottom line. Management forecasts comparable store sales to decline between 3% to 6% through 2022.In recent days, Best Buy got a downgrade from Bank of America(NYSE:BAC). So far in 2022, BBY stock has dropped over 30%to trade at 2-year lows. However, we should note that the dip in the stock price has lifted the dividend yield to an attractive4.9%.Coinbase Global (COIN)52-week range: $40.83 – $368.90Coinbase Global (NASDAQ:COIN) is one of the largest cryptocurrency exchanges in the world. Its platform has roughly 89 million verified users in over 100 countries.The brokerage released Q1 metrics on May 10. Revenue declined 27% YOY to $1.17 billion. Net loss came in at $1.98 per diluted share, compared to a net income of $3.05 per diluted share a year ago. Cash and equivalents ended the period at $6.1 billion.Coinbase is firing roughly one-fifth of its workforce to cut down costs, yet it may not be enough to compensate for declining revenue. While the cryptocurrency exchange still has significant cash on its balance sheet to absorb further losses, the company is expected to take more radical measures if the crypto meltdown deepens.On Nov. 9, 2021, Coinbase shares saw a record high of $368.90. But, recently, JPMorgan Chase(NYSE:JPM)downgradedCOIN stock, which has plunged 80% YTD.Stocks to Sell: eBay (EBAY)52-week range: $40.52 -$81.19eBay (NASDAQ:EBAY) is one of the largest e-commerce marketplaces worldwide, with $87 billion in 2021 gross merchandise volume (GMV). Its platform connects more than 147 million buyers and roughly 20 million sellers.The global commerce company reported Q1 results on May 4. Revenue decreased 6% YOY to $2.5 billion. Adjusted earnings came in at $1.05 per diluted share, down from $1.08 a year ago. Cash and equivalents ended the period at $6.3 billion.eBay’s business continues to shrink at an accelerated pace. Its buyer pool declined by 13%, and sales volumes on its platform fell 20% in the first quarter. As a result, management lowered its 2022 outlook, anticipating adjusted earnings between $3.90 and $4.11 per share.On June 10, Goldman Sachs(NYSE:GS)lowered its forecast for EBAY stock. So far in 2022, shares have lost over 36% to trade at 2-year lows.Netflix (NFLX)52-week range: $162.71 – $700.99Netflix (NASDAQ:NFLX) offers subscription-based entertainment services worldwide in 190 countries. The streaming giant issued Q1 financials on April 19.Revenue increased 9.8% YOY to $7.9 billion. Diluted earnings came in at $3.53 per share, down from $3.75 per share a year ago. Free cash flow stood at $802 million. Cash and equivalents ended the quarter at $6 billion.The platform faces increased competition while demand for streaming entertainment keeps falling. As a result, it lost 200,000 subscribers in the first quarter and could lose two million more in the second quarter. In addition, rivals are ramping up their content, forcing Netflix to keep its content expenditures at high levels.Since its Q1 earnings, Wall Street has issued numerous warnings about the future of NFLX stock. The latest downgrade came from Matthew Harrigan of Benchmark. Since January Netflix shares have tumbled over 70% YTD, trading around multi-year lows.Stocks to Sell: Roblox (RBLX)52-week range: $21.65 – $141.60Roblox (NYSE:RBLX) is known for its interactive entertainment platform. Developers can integrate digital games and user-generated experiences in immersive 3D worlds.Management announcedQ1 financials on May 10. Revenue increased 39% YOY to $537.1 million. Net loss came in at 27 cents per diluted share, down from 46 cents a year ago. Cash and equivalents ended the period at $3.13 billion.The slowdown in user engagement resulted in a decline in quarter-to-quarter revenue. In April, average bookings per daily active user declined 25.5% YOY.A decline in bookings typically leads to a slowdown in near-term revenue. Purchases of Robux, its in-game currency, are measured as bookings, which translate into revenue when players spend their Robux in its app.Investors have become increasingly concerned after the most recent downgrade by Goldman Sachs. RBLX stock has crashed75% YTD, trading close to its 52-week lows.Volta (VLTA)52-week range: $1.44 – 14.34Electric vehicle (EV) charging station operator Volta (NYSE:VLTA) has been trying to capitalize on the growth of alternative energies. Management partners with retailers to provide advertising on its charging stalls with large display monitors.On May 13, Volta released Q1 metrics. Revenue increased 77% YOY to $8.4 million, driven by a 73% increase in media revenue. However, net loss came in at 28 cents per diluted share, down from $4.15 a year ago. Cash and equivalents ended the period at $205.4 million.Management remarked that there is “substantial doubt” about the company’s ability to continue for the next 12 months, given its financial position. Moreover, the departure of its top-level executives adds further uncertainty to the company’s future.VLTA stock is facing the threat of delisting from the New York Stock Exchange, as it has been trading significantly below $4 per share since late March.In June, Cantor Fitzgerald downgraded Volta. So far in 2022, VLTA stock has plunged 80% to trade at 52-week lows.Stocks to Sell: Zendesk (ZEN)52-week range: $54.16 – 153.43Zendesk (NYSE:ZEN) provides a portfolio of customer engagement software solutions. The company reported Q1 results on April 28.Revenue increased 30% YOY to $388.3 million.Net income came in at 12 cents per diluted share, down from 18 cents a year ago. Cash and equivalents ended the period at $496.9 million.Wall Street has not been happy with the failed attempt to buy Momentive Global(NASDAQ:MNTV). Then came Zendesk’s recent rejection of an acquisition offer from a consortium of private equity firms for $16 billion. As a result, investor confidence has been shaken.Morgan Stanley(NYSE:MS) has recently downgraded ZEN stock, which is down 45% YTD. Shares are trading at multi-year lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043765840,"gmtCreate":1655967597980,"gmtModify":1676535742182,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Wait or cut losses😖😤😩😭😰","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Wait or cut losses😖😤😩😭😰","text":"$Palantir Technologies Inc.(PLTR)$Wait or cut losses😖😤😩😭😰","images":[{"img":"https://community-static.tradeup.com/news/256f599c19581d52e22858f684870564","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043765840","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9043175198,"gmtCreate":1655899299214,"gmtModify":1676535727957,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Cut losses or wait forever😖😤😩😭😰","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Cut losses or wait forever😖😤😩😭😰","text":"$Palantir Technologies Inc.(PLTR)$Cut losses or wait forever😖😤😩😭😰","images":[{"img":"https://community-static.tradeup.com/news/3042b4ebd39891ff15f1434cfbf1a0fe","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043175198","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579899622172789","authorId":"3579899622172789","name":"Tradehub","avatar":"https://static.tigerbbs.com/3f9e3264ca5e5b85380896a391061b13","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3579899622172789","idStr":"3579899622172789"},"content":"Wait for it to drop to $6 then buy more.","text":"Wait for it to drop to $6 then buy more.","html":"Wait for it to drop to $6 then buy more."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9049241096,"gmtCreate":1655807803815,"gmtModify":1676535708771,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"Telsa forever👏👏👏","listText":"Telsa forever👏👏👏","text":"Telsa forever👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049241096","repostId":"2245883272","repostType":4,"repost":{"id":"2245883272","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1655806173,"share":"https://ttm.financial/m/news/2245883272?lang=&edition=fundamental","pubTime":"2022-06-21 18:09","market":"us","language":"en","title":"Tesla, Xpeng, Alphabet and More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2245883272","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Analysts are expecting <a href=\"https://laohu8.com/S/LZB\">La-Z-Boy Incorporated</a> to have earned $0.92 per share on revenue of $664.91 million for the latest quarter. The company will release earnings after the markets close. La-Z-Boy shares gained 2.9% to close at $23.19 on Friday.</li></ul><ul><li>Analysts expect <a href=\"https://laohu8.com/S/RSVR\">Reservoir Media, Inc. </a> to report quarterly earnings at $0.09 per share on revenue of $29.98 million before the opening bell. Reservoir Media shares gained 1.1% to close at $6.56 on Friday.</li><li><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> is cutting its salaried workforce by about 10% over the next three months, resulting in an overall reduction of some 3.5% in total headcount as hourly staff numbers are still expected to grow, Chief Executive Officer Elon Musk said.</li><li><a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a> surpassed 200,000 cumulative deliveries this week, becoming the latest Chinese electric vehicle (EV) maker to reach the milestone after <a href=\"https://laohu8.com/S/NIO\">NIO</a>.</li><li>The French antitrust authority said on Tuesday it had accepted a series of commitments made by Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">Google</a> over a copyright law aimed at remunerating news publishers for the use of content online.</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>Tesla, Xpeng, Alphabet and More: U.S. Stocks To Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Xpeng, Alphabet and More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-06-21 18:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Analysts are expecting <a href=\"https://laohu8.com/S/LZB\">La-Z-Boy Incorporated</a> to have earned $0.92 per share on revenue of $664.91 million for the latest quarter. The company will release earnings after the markets close. La-Z-Boy shares gained 2.9% to close at $23.19 on Friday.</li></ul><ul><li>Analysts expect <a href=\"https://laohu8.com/S/RSVR\">Reservoir Media, Inc. </a> to report quarterly earnings at $0.09 per share on revenue of $29.98 million before the opening bell. Reservoir Media shares gained 1.1% to close at $6.56 on Friday.</li><li><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> is cutting its salaried workforce by about 10% over the next three months, resulting in an overall reduction of some 3.5% in total headcount as hourly staff numbers are still expected to grow, Chief Executive Officer Elon Musk said.</li><li><a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a> surpassed 200,000 cumulative deliveries this week, becoming the latest Chinese electric vehicle (EV) maker to reach the milestone after <a href=\"https://laohu8.com/S/NIO\">NIO</a>.</li><li>The French antitrust authority said on Tuesday it had accepted a series of commitments made by Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">Google</a> over a copyright law aimed at remunerating news publishers for the use of content online.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","XPEV":"小鹏汽车","RSVR":"Reservoir Media Inc.","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245883272","content_text":"Some of the stocks that may grab investor focus today are:Analysts are expecting La-Z-Boy Incorporated to have earned $0.92 per share on revenue of $664.91 million for the latest quarter. The company will release earnings after the markets close. La-Z-Boy shares gained 2.9% to close at $23.19 on Friday.Analysts expect Reservoir Media, Inc.  to report quarterly earnings at $0.09 per share on revenue of $29.98 million before the opening bell. Reservoir Media shares gained 1.1% to close at $6.56 on Friday.Tesla Inc. is cutting its salaried workforce by about 10% over the next three months, resulting in an overall reduction of some 3.5% in total headcount as hourly staff numbers are still expected to grow, Chief Executive Officer Elon Musk said.XPeng Motors surpassed 200,000 cumulative deliveries this week, becoming the latest Chinese electric vehicle (EV) maker to reach the milestone after NIO.The French antitrust authority said on Tuesday it had accepted a series of commitments made by Alphabet's Google over a copyright law aimed at remunerating news publishers for the use of content online.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049243537,"gmtCreate":1655807770030,"gmtModify":1676535708763,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>Cut losses or wait forever😖😤😭😩","listText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>Cut losses or wait forever😖😤😭😩","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$Cut losses or wait forever😖😤😭😩","images":[{"img":"https://community-static.tradeup.com/news/19e13463b9d79839b9a3d31c4dc98732","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049243537","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9093654236,"gmtCreate":1643621064940,"gmtModify":1676533836860,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Beware of value traps 😴😴😴","listText":"Beware of value traps 😴😴😴","text":"Beware of value traps 😴😴😴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093654236","repostId":"1148202271","repostType":4,"repost":{"id":"1148202271","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":1643620450,"share":"https://ttm.financial/m/news/1148202271?lang=&edition=fundamental","pubTime":"2022-01-31 17:14","market":"us","language":"en","title":"Hot Chinese ADRs Gained in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1148202271","media":"Tiger Newspress","summary":"JD.com, Nio, DiDi, Tencent Music, Bilibili climbed from 2% to 4%.","content":"<html><head></head><body><p>JD.com, Nio, DiDi, Tencent Music, Bilibili climbed from 2% to 4%.<img src=\"https://static.tigerbbs.com/24d5c81b40be4fcdcffbd9af85f4de84\" tg-width=\"697\" tg-height=\"287\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Gained in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Gained in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-31 17:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>JD.com, Nio, DiDi, Tencent Music, Bilibili climbed from 2% to 4%.<img src=\"https://static.tigerbbs.com/24d5c81b40be4fcdcffbd9af85f4de84\" tg-width=\"697\" tg-height=\"287\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","TME":"腾讯音乐","NIO":"蔚来","BILI":"哔哩哔哩"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148202271","content_text":"JD.com, Nio, DiDi, Tencent Music, Bilibili climbed from 2% to 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138918724,"gmtCreate":1621904705568,"gmtModify":1704364131276,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Comments and like please ?","listText":"Comments and like please ?","text":"Comments and like please ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/138918724","repostId":"1186379850","repostType":4,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582536161998625","authorId":"3582536161998625","name":"Helloitisme","avatar":"https://static.tigerbbs.com/e375924062a8c90ffe30258648fef13f","crmLevel":6,"crmLevelSwitch":0,"idStr":"3582536161998625","authorIdStr":"3582536161998625"},"content":"Done. Can comment and like too?","text":"Done. Can comment and like too?","html":"Done. Can comment and like too?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119000362,"gmtCreate":1622506977856,"gmtModify":1704185198407,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Please comment and likes please.?","listText":"Please comment and likes please.?","text":"Please comment and likes please.?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/119000362","repostId":"1163643126","repostType":4,"repost":{"id":"1163643126","kind":"news","pubTimestamp":1622501861,"share":"https://ttm.financial/m/news/1163643126?lang=&edition=fundamental","pubTime":"2021-06-01 06:57","market":"us","language":"en","title":"U.S futures start month slightly lower after major indexes saw gains in May","url":"https://stock-news.laohu8.com/highlight/detail?id=1163643126","media":"CNBC","summary":"Stock futures are slightly lower in overnight trading after major indexes saw gains in May.Futures o","content":"<div>\n<p>Stock futures are slightly lower in overnight trading after major indexes saw gains in May.Futures on the Dow Jones Industrial Average fell 35 points, or 0.10%. S&P 500 futures shed 0.09% and Nasdaq ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/31/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S futures start month slightly lower after major indexes saw gains in May</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S futures start month slightly lower after major indexes saw gains in May\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 06:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/31/stock-market-futures-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock futures are slightly lower in overnight trading after major indexes saw gains in May.Futures on the Dow Jones Industrial Average fell 35 points, or 0.10%. S&P 500 futures shed 0.09% and Nasdaq ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/31/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/05/31/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1163643126","content_text":"Stock futures are slightly lower in overnight trading after major indexes saw gains in May.Futures on the Dow Jones Industrial Average fell 35 points, or 0.10%. S&P 500 futures shed 0.09% and Nasdaq 100 futures ticked 0.03% lower.The moves in overnight trading come after the blue-chip Dow and the S&P 500 gained 1.93% and 0.55% in May, respectively, to mark their fourth consecutive positive month. The S&P 500 closed Friday just 0.8% off its record high.The small cap Russell 2000 rose 0.11% in May to post its eighth positive month in a row — its longest monthly win streak since 1995.The Nasdaq gained 2.06% last week to post its best weekly performance since April. However, the tech-heavy composite lost 1.53% in May, breaking a 6-month win streak.A key inflation gauge — the core personal consumption expenditures index — rose 3.1% in April from a year earlier, faster than the forecasted 2.9% increase. Despite the hotter-than-expected inflation data,treasury yields fell on Friday.\"Overall, given the market's reaction to [Friday]'s PCE release, investor concerns about inflation may have been exaggerated — or perhaps already priced in,\" Chris Hussey, a managing director at Goldman Sachs, said in a note.\"Consensus may be building that the inflation we are seeing today is 'good' inflation — the kind of rise in prices that accompanies accelerating growth, not a monetary policy mistake,\" Hussey said.Investors are awaiting the Federal Reserve's meeting scheduled for June 15-16. Key for the markets is whether the Fed begins to believe that inflation is higher than it expected or that the economy is strengthening enough to progress without so much monetary support.May’s employment report, set to be released on Friday, will provide a key reading of the economy. According to Dow Jones, economists expect to see about 674,000 jobs created in May, after the muchfewer-than-expected 266,000 jobsadded in April.Zoom Video Communications and Hewlett Packard Enterpriseare set to report quarterly earnings results on Tuesday after the bell.— CNBC’s Patti Domm contributed reporting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135702062,"gmtCreate":1622181344456,"gmtModify":1704181021498,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Please comment and likes please ☺️","listText":"Please comment and likes please ☺️","text":"Please comment and likes please ☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/135702062","repostId":"1148985369","repostType":2,"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053082855,"gmtCreate":1654468337477,"gmtModify":1676535449859,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>world opening up why price still drops😭😤😰","listText":"<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>world opening up why price still drops😭😤😰","text":"$COMFORTDELGRO CORPORATION LTD(C52.SI)$world opening up why price still drops😭😤😰","images":[{"img":"https://community-static.tradeup.com/news/22a447a00f3298897838729d8bdd125f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053082855","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9029454223,"gmtCreate":1652828306262,"gmtModify":1676535167367,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Still believe in Woods 😰😖😭","listText":"Still believe in Woods 😰😖😭","text":"Still believe in Woods 😰😖😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029454223","repostId":"1150378774","repostType":4,"repost":{"id":"1150378774","kind":"news","pubTimestamp":1652801386,"share":"https://ttm.financial/m/news/1150378774?lang=&edition=fundamental","pubTime":"2022-05-17 23:29","market":"us","language":"en","title":"5 Cathie Wood Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1150378774","media":"InvestorPlace","summary":"Despite recent declines in share prices, these Cathie Wood stocks are strong plays on innovation, a ","content":"<html><head></head><body><ul><li>Despite recent declines in share prices, these Cathie Wood stocks are strong plays on innovation, a key driver of the global economy.</li><li><b>Block</b>(<b><u>SQ</u></b>) — The launch of Square Loans in Canada as well as the new generation of the Square Stand could provide a significant path to revenue growth.</li><li><b>CRISPR Therapeutics</b>(<b><u>CRSP</u></b>) — Substantial global investment in genetic engineering is likely to pave the way for tremendous growth.</li><li><b>Shopify</b>(<b><u>SHOP</u></b>) — The recent acquisition of <b>Deliverr</b> is likely to improve logistics operations and increase efficiency.</li><li><b>ARK Autonomous Technology &amp; Robotics ETF</b>(<b><u>ARKQ</u></b>) — The exchange-traded fund, which has lost over a third of its value in 2022, offers better opportunities now.</li><li><b>ARK Space Exploration &amp; Innovation ETF</b>(<b><u>ARKX</u></b>) — The fund invests in firms that are at the forefront of aerospace and space-related technologies.</li></ul><p>Cathie Wood stocks, our topic for today, have come under fire in 2022. Yet, during the pandemic, ARK Invest funds, led by Wood’s team, had generated tremendous buzz on Wall Street. The firm’s exchange-traded funds (ETFs), which seek long-term capital growth, focus mainly on disruptive innovation.</p><p>However, 2022 has proved a tough year for such high-growth shares. Concerns over the possibility of a recession in the near future have made investors wary of high-risk technology stocks, including those held by ARK funds.</p><p>Just last week, Wood told subscribers to her stock commentary that “volatility could persist until demand destruction and excess inventories make it clear that inflation is not entrenched in the economy.”</p><p>Additionally, a slate of disappointing earnings results have been a major factor in the recent drop. For instance, since the beginning of the year, the<b> ARK Innovation ETF</b>(NYSEARCA:<b><u>ARKK</u></b>) has fallen over 60%.</p><p>Yet, innovation remains the primary driving force in the global economy.<b>McKinsey &amp; Co.</b> suggests, “Innovation is critical to growth, particularly as the speed of business cycles continues to increase.”</p><p>Despite recent losses, robust companies in Wood’s portfolio could potentially bounce back in the coming months. With that in mind, here are three of the best of Cathie Wood stocks to buy in May.</p><p>Block (SQ)</p><p>Our first Cathie Wood stock pick is the financial technology (fintech) name <b>Block</b>(NYSE:<b><u>SQ</u></b>). Formerly known as Square, Block’s products include the Square payment system, Cash App, Afterpay, Weebly and TIDAL.</p><p>In early May, Block published first-quarter results. Total net revenue was $3.96 billion, down from $5.06 billion the year before. This decline of 22% year-over-year (YOY) was mainly due to the inclusion its <b>Bitcoin</b>(<b><u>BTC-USD</u></b>) activity. Excluding bitcoin revenue, revenue increased 44% YOY to $2.23 billion. The net loss per diluted share came in at 38 cents, compared to a net income of 8 cents per diluted share a year ago.</p><p>Recently, the company announced the launch of Square Loans in Canada. This service has distributed around $9 billion in loans to small businesses in the U.S. and Australia, where it has been active since 2014. Moreover, the company announced the introduction of a new generation of the Square Stand, the point-of-sale system that increases efficiency and transparency.</p><p>While more than 11% of <b>ARK Fintech Innovation ETF</b> (NYSEARCA:<b><u>ARKF</u></b>) is allocated to SQ stock, theARK Innovation ETF, ARKK, leads the pack as the Wood-led fund with the most Square shares.</p><p>SQ stock is down over 55% year-to-date. Yet despite the decline, shares are trading at 101 times forward earnings and 2.7 times trailing sales. Meanwhile. the 12-month median for Square stock forecast is at$150.00.</p><p>CRISPR Therapeutics<b>(CRSP)</b></p><p>Next up on our list of Cathie Wood stocks is the biotech name <b>CRISPR Therapeutics</b>(NASDAQ:CRSP). Analysts concur that it has revolutionized the field of genetic engineering by providing a fast, precise, and relatively inexpensive method for gene manipulation.</p><p>In mid-February, the company releasedQ4 FY21results. Revenue increased to $12.9 million, up from $370,000 in the prior-year period. Loss per diluted share came in at $1.84, compared to net income per share of $1.50 in the prior-year quarter. Cash and equivalents ended 2021 at$2.38 billion.</p><p>Recently, the company has announced significant progress in clinical trials for the treatments for Type I diabetes, cancer, and ALS. These trials represent partnerships with notable biotechnology companies and pave the way for eventual distribution to the market.</p><p>Among ARK ETFs, theARK Innovation ETF stands out as the one with the most CRSP shares.</p><p>So far in the year, the stock is down over 42%. Meanwhile, shares are trading at 23.6x forward earnings and 4.5x trailing sales. At present, the 12-month median forecast for CRSP stock is$143.00.</p><p><b>Shopify (SHOP)</b></p><p>The final single stock on our list is <b>Shopify</b> (NYSE:<b><u>SHOP</u></b>), the multinational all-in-one e-commerce solution provider. This Canada-based tech giant offers a variety of tools for independent business owners. Services include logo design, online payment services, web design, logistics, and domain name registration.</p><p>In early May, Shopify reported its Q1 FY22results. Revenue came in at $1.20 billion, up 22% YOY. Diluted earnings per share (EPS) was 20 cents. In the year before, it had been $2.01. Cash and equivalents ended the quarter at $7.25 billion.</p><p>The e-commerce giant recently announced it had reached an agreement to acquire <b>Deliverr</b>, an e-commerce fulfillment, and logistics company. This transaction is expected to strengthen Shopify’s delivery systems, improve infrastructure, as well as shorten delivery times.</p><p>Readers would be interested to know that theARK Innovation ETF also stands out as the ARK fund with the highest amount of shares.</p><p>SHOP stock is down 73% YTD. Forward price-to-earnings and price-to-sales ratios stand at 175x and 11.4x, respectively. Finally, the 12-month median forecast for SHOP stock is currently at$527.50.</p><p><b>ARK Autonomous Technology &amp; Robotics ETF (ARKQ)</b></p><p>Our next two choices are two exchange-traded funds managed by Cathie Wood. First up is the <b>ARK Autonomous Technology &amp; Robotics ETF</b>(NYSEARCA:<b><u>ARKQ</u></b>). It invests in global companies that benefit from disruptive technologies, such as artificial intelligence (AI), automation, and robotics.</p><p>This actively managed fund has amassed net assets of$1.6 billion since its inception in September 2014. Its annual expense ratio stands at 0.75% per year.</p><p>ARKQtypically has 30 – 50 holdings. At the time of writing, it holds 39 stocks, of which the top 10 names account for almost 60% of the portfolio.</p><p>Among those are <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>); technology solutions provider <b>Trimble</b>(NASDAQ:<b><u>TRMB</u></b>);<b>Kratos Defense and Security Solutions</b>(NASDAQ:<b><u>KTOS</u></b>); Japanese construction equipment manufacturer <b>Komatsu</b>(OTCMKTS:<b><u>KMTUY</u></b>); and <b>UiPath</b>(NYSE:<b><u>PATH</u></b>), provider of end-to-end platform for automation.</p><p>Autonomous vehicles have the biggest share (40.4%) of the fund’s technological exposure. Next are 3D Printing (17.2%) and robotics (16.4%).</p><p>With regards to the sector allocations, the fund is heavily weighted toward industrials (42.6%), followed by information technology (28.9%) and consumer discretionary (19.4%).</p><p>ARKQ stock has been in a downtrend since seeing record highs in November 2021. The ETF hit a 52-week low on May 9. It has also underperformed the broader market with a loss of about 37% since January and 39% over the past 52 weeks.</p><p>However, despite the potential setbacks by inflationary headwinds, the growth prospects of the robotics and autonomy industry appear strong. Thus, investors might want to keep ARKQ stock on the radar to buy the dips.</p><p><b>ARK Space Exploration &amp; Innovation ETF (ARKX)</b></p><p>Our final discussion centers around the <b>ARK Space Exploration &amp; Innovation ETF</b>(NYSEARCA:<b><u>ARKX</u></b>), which focuses on the space-related industry. It invests in global firms at the forefront or space-related activities or technologies.</p><p>The fund, which was launched in March 2021, typically holds 35 – 55 stocks.It currently has a portfolio of 35 holdings and total net assets of around $421 million. Its expense ratio is also 0.75%.</p><p>Industrials lead the way with 57.2%. Next are IT (22.7%) and communication services (7.4%). The actively managed ETF currently invests heavily in aerospace beneficiary companies (43.3%) that are engaged in agri-science, internet access, global positioning systems (GPS), construction, drones, or electric aviation vehicles.</p><p>The fund has around 60% of its investments in the top 10 stocks.The largest holding,<b>Trimble</b> comprises almost 10% of the portfolio. Next come Kratos Defense and Security Solutions; the<b>3D Printing ETF</b>(NYSEARCA:<b><u>PRNT</u></b>); <b>L3harris Technologies</b>(NYSE:<b><u>LHX</u></b>); and <b>AeroVironment</b>(NASDAQ:<b><u>AVAV</u></b>).</p><p>ARKX stock is down around 28% YTD and 33% over the past 12 months. It hit a 52-week low in recent days.</p><p>Nonetheless, the global space industry prospects look bright as new players and emerging technologies are opening it as the new frontier. Thus, risk-tolerant investors with a horizon of three-to-five years could consider investing in ARKX using a small portion of their investment portfolios.</p></body></html>","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 Cathie Wood Stocks to Buy 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; 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}\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 Cathie Wood Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-17 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/5-cathie-wood-stocks-to-buy-now-sq-crsp-shop-arkq-arkx/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite recent declines in share prices, these Cathie Wood stocks are strong plays on innovation, a key driver of the global economy.Block(SQ) — The launch of Square Loans in Canada as well as the new...</p>\n\n<a href=\"https://investorplace.com/2022/05/5-cathie-wood-stocks-to-buy-now-sq-crsp-shop-arkq-arkx/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKX":"ARK Space Exploration & Innovation ETF","CRSP":"CRISPR Therapeutics AG","SQ":"Block"},"source_url":"https://investorplace.com/2022/05/5-cathie-wood-stocks-to-buy-now-sq-crsp-shop-arkq-arkx/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150378774","content_text":"Despite recent declines in share prices, these Cathie Wood stocks are strong plays on innovation, a key driver of the global economy.Block(SQ) — The launch of Square Loans in Canada as well as the new generation of the Square Stand could provide a significant path to revenue growth.CRISPR Therapeutics(CRSP) — Substantial global investment in genetic engineering is likely to pave the way for tremendous growth.Shopify(SHOP) — The recent acquisition of Deliverr is likely to improve logistics operations and increase efficiency.ARK Autonomous Technology & Robotics ETF(ARKQ) — The exchange-traded fund, which has lost over a third of its value in 2022, offers better opportunities now.ARK Space Exploration & Innovation ETF(ARKX) — The fund invests in firms that are at the forefront of aerospace and space-related technologies.Cathie Wood stocks, our topic for today, have come under fire in 2022. Yet, during the pandemic, ARK Invest funds, led by Wood’s team, had generated tremendous buzz on Wall Street. The firm’s exchange-traded funds (ETFs), which seek long-term capital growth, focus mainly on disruptive innovation.However, 2022 has proved a tough year for such high-growth shares. Concerns over the possibility of a recession in the near future have made investors wary of high-risk technology stocks, including those held by ARK funds.Just last week, Wood told subscribers to her stock commentary that “volatility could persist until demand destruction and excess inventories make it clear that inflation is not entrenched in the economy.”Additionally, a slate of disappointing earnings results have been a major factor in the recent drop. For instance, since the beginning of the year, the ARK Innovation ETF(NYSEARCA:ARKK) has fallen over 60%.Yet, innovation remains the primary driving force in the global economy.McKinsey & Co. suggests, “Innovation is critical to growth, particularly as the speed of business cycles continues to increase.”Despite recent losses, robust companies in Wood’s portfolio could potentially bounce back in the coming months. With that in mind, here are three of the best of Cathie Wood stocks to buy in May.Block (SQ)Our first Cathie Wood stock pick is the financial technology (fintech) name Block(NYSE:SQ). Formerly known as Square, Block’s products include the Square payment system, Cash App, Afterpay, Weebly and TIDAL.In early May, Block published first-quarter results. Total net revenue was $3.96 billion, down from $5.06 billion the year before. This decline of 22% year-over-year (YOY) was mainly due to the inclusion its Bitcoin(BTC-USD) activity. Excluding bitcoin revenue, revenue increased 44% YOY to $2.23 billion. The net loss per diluted share came in at 38 cents, compared to a net income of 8 cents per diluted share a year ago.Recently, the company announced the launch of Square Loans in Canada. This service has distributed around $9 billion in loans to small businesses in the U.S. and Australia, where it has been active since 2014. Moreover, the company announced the introduction of a new generation of the Square Stand, the point-of-sale system that increases efficiency and transparency.While more than 11% of ARK Fintech Innovation ETF (NYSEARCA:ARKF) is allocated to SQ stock, theARK Innovation ETF, ARKK, leads the pack as the Wood-led fund with the most Square shares.SQ stock is down over 55% year-to-date. Yet despite the decline, shares are trading at 101 times forward earnings and 2.7 times trailing sales. Meanwhile. the 12-month median for Square stock forecast is at$150.00.CRISPR Therapeutics(CRSP)Next up on our list of Cathie Wood stocks is the biotech name CRISPR Therapeutics(NASDAQ:CRSP). Analysts concur that it has revolutionized the field of genetic engineering by providing a fast, precise, and relatively inexpensive method for gene manipulation.In mid-February, the company releasedQ4 FY21results. Revenue increased to $12.9 million, up from $370,000 in the prior-year period. Loss per diluted share came in at $1.84, compared to net income per share of $1.50 in the prior-year quarter. Cash and equivalents ended 2021 at$2.38 billion.Recently, the company has announced significant progress in clinical trials for the treatments for Type I diabetes, cancer, and ALS. These trials represent partnerships with notable biotechnology companies and pave the way for eventual distribution to the market.Among ARK ETFs, theARK Innovation ETF stands out as the one with the most CRSP shares.So far in the year, the stock is down over 42%. Meanwhile, shares are trading at 23.6x forward earnings and 4.5x trailing sales. At present, the 12-month median forecast for CRSP stock is$143.00.Shopify (SHOP)The final single stock on our list is Shopify (NYSE:SHOP), the multinational all-in-one e-commerce solution provider. This Canada-based tech giant offers a variety of tools for independent business owners. Services include logo design, online payment services, web design, logistics, and domain name registration.In early May, Shopify reported its Q1 FY22results. Revenue came in at $1.20 billion, up 22% YOY. Diluted earnings per share (EPS) was 20 cents. In the year before, it had been $2.01. Cash and equivalents ended the quarter at $7.25 billion.The e-commerce giant recently announced it had reached an agreement to acquire Deliverr, an e-commerce fulfillment, and logistics company. This transaction is expected to strengthen Shopify’s delivery systems, improve infrastructure, as well as shorten delivery times.Readers would be interested to know that theARK Innovation ETF also stands out as the ARK fund with the highest amount of shares.SHOP stock is down 73% YTD. Forward price-to-earnings and price-to-sales ratios stand at 175x and 11.4x, respectively. Finally, the 12-month median forecast for SHOP stock is currently at$527.50.ARK Autonomous Technology & Robotics ETF (ARKQ)Our next two choices are two exchange-traded funds managed by Cathie Wood. First up is the ARK Autonomous Technology & Robotics ETF(NYSEARCA:ARKQ). It invests in global companies that benefit from disruptive technologies, such as artificial intelligence (AI), automation, and robotics.This actively managed fund has amassed net assets of$1.6 billion since its inception in September 2014. Its annual expense ratio stands at 0.75% per year.ARKQtypically has 30 – 50 holdings. At the time of writing, it holds 39 stocks, of which the top 10 names account for almost 60% of the portfolio.Among those are Tesla(NASDAQ:TSLA); technology solutions provider Trimble(NASDAQ:TRMB);Kratos Defense and Security Solutions(NASDAQ:KTOS); Japanese construction equipment manufacturer Komatsu(OTCMKTS:KMTUY); and UiPath(NYSE:PATH), provider of end-to-end platform for automation.Autonomous vehicles have the biggest share (40.4%) of the fund’s technological exposure. Next are 3D Printing (17.2%) and robotics (16.4%).With regards to the sector allocations, the fund is heavily weighted toward industrials (42.6%), followed by information technology (28.9%) and consumer discretionary (19.4%).ARKQ stock has been in a downtrend since seeing record highs in November 2021. The ETF hit a 52-week low on May 9. It has also underperformed the broader market with a loss of about 37% since January and 39% over the past 52 weeks.However, despite the potential setbacks by inflationary headwinds, the growth prospects of the robotics and autonomy industry appear strong. Thus, investors might want to keep ARKQ stock on the radar to buy the dips.ARK Space Exploration & Innovation ETF (ARKX)Our final discussion centers around the ARK Space Exploration & Innovation ETF(NYSEARCA:ARKX), which focuses on the space-related industry. It invests in global firms at the forefront or space-related activities or technologies.The fund, which was launched in March 2021, typically holds 35 – 55 stocks.It currently has a portfolio of 35 holdings and total net assets of around $421 million. Its expense ratio is also 0.75%.Industrials lead the way with 57.2%. Next are IT (22.7%) and communication services (7.4%). The actively managed ETF currently invests heavily in aerospace beneficiary companies (43.3%) that are engaged in agri-science, internet access, global positioning systems (GPS), construction, drones, or electric aviation vehicles.The fund has around 60% of its investments in the top 10 stocks.The largest holding,Trimble comprises almost 10% of the portfolio. Next come Kratos Defense and Security Solutions; the3D Printing ETF(NYSEARCA:PRNT); L3harris Technologies(NYSE:LHX); and AeroVironment(NASDAQ:AVAV).ARKX stock is down around 28% YTD and 33% over the past 12 months. It hit a 52-week low in recent days.Nonetheless, the global space industry prospects look bright as new players and emerging technologies are opening it as the new frontier. Thus, risk-tolerant investors with a horizon of three-to-five years could consider investing in ARKX using a small portion of their investment portfolios.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177429552,"gmtCreate":1627258326076,"gmtModify":1703486038931,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Beware more to come as huge immigration outflow impact yet to set in.","listText":"Beware more to come as huge immigration outflow impact yet to set in.","text":"Beware more to come as huge immigration outflow impact yet to set in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/177429552","repostId":"1167624311","repostType":4,"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199774125,"gmtCreate":1620737742267,"gmtModify":1704347596177,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Please comment back&nbsp;","listText":"Please comment back&nbsp;","text":"Please comment back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/199774125","repostId":"1191876953","repostType":2,"repost":{"id":"1191876953","kind":"news","pubTimestamp":1620719091,"share":"https://ttm.financial/m/news/1191876953?lang=&edition=fundamental","pubTime":"2021-05-11 15:44","market":"us","language":"en","title":"Palantir: Highly Favourable Reward-To-Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=1191876953","media":"seekingalpha","summary":"SummaryA look at the relationship between P/S and Total Addressable Market and what it means for Pal","content":"<p>Summary</p><ul><li>A look at the relationship between P/S and Total Addressable Market and what it means for Palantir.</li><li>In FY20, revenue grew 47% with only 6 customer additions. The consensus 33% growth for FY21 looks way off.</li><li>A deep-dive into the impressive underlying economics of Palantir’s business.</li><li>A simple valuation analysis to outline it's extremely unlikely investors will lose money even by investing at these levels.</li></ul><p><img src=\"https://static.tigerbbs.com/eab06bd9956d953235cc7975b0de6995\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><b>Contents</b></p><ul><li>Multiples &amp; TAM</li><li>&gt; P/S &amp; TAM Penetration</li><li>&gt;&gt; PLTR’s TAM and Ability to Enter New Markets?</li><li>&gt; Expanding TAM Fueling Expanding Multiple</li><li>&gt;&gt; ServiceNow vs Workday</li><li>&gt;&gt; Cloudflare</li><li>Multiples &amp; TAM Recap</li><li>What is PLTR Actually Good At?</li><li>What’s Not Being Talked About</li><li>Impressive Underlying Economics</li><li>Valuation</li><li>Conclusion</li></ul><p><b>Multiples &amp; TAM</b></p><p>It’s commonly known that multiples are closely correlated with revenue growth expectations – higher growth usually equals higher P/S and P/E. Though we wanted to explore the relationship between multiples and a company’s Total Addressable Market, aka TAM. Firstly, we investigated the correlation between P/S and TAM penetration. Then secondly, we used a qualitative approach to assess how increases in TAM tends to affect a company’s P/S. The reason for delving into this is to gain a better insight into Palantir's (PLTR) ongoing valuation, whether the stock’s P/S will persist, extend, or decline, and ultimately what this means for investors’ returns.</p><p>P/S &amp; TAM Penetration</p><p>We already had metrics for a group of stocks we put together for some other PLTR analysis, therefore we used these to work on the P/S and TAM penetration correlation. To arrive at a TAM for each stock, if we didn’t know beforehand, we reviewed company websites to understand which markets they serve, and then we looked for independent market research (from the likes of Grand View Research and Mordor Intelligence, etc.) estimating the size and growth projections of the subject market. If the size of market estimate seemed odd compared to the company’s revenues and P/S, then we resorted to the company’s investor presentations that usually offer a TAM.</p><p>As this was quite time-consuming, in addition to PLTR we only conducted this process for 15 stocks, so the sample size is 16. Therefore, the statistics shown in the table below should be viewed with caution because the sample is relatively small and adding more to the sample may significantly change the correlation. Nonetheless, you might still be interested despite the sample being on the small side. From this research we found that the P/S and the TAM penetration (defined as LTM revenue divided by the TAM) for this group of stocks had an inverse correlation of -0.6281. The negative sign indicates that a smaller TAM penetration is associated with a higher P/S. The correlation equates to an R-squared of -0.6281 ^ 2 =<b>0.3945</b>. This means that the TAM penetration explains 39.45% of the variability of the P/S within this group. And considering the nature of financial variables, this is a moderately strong correlation. As expected, there is a stronger correlation between P/S and LTM revenue growth. The 0.9248 correlation equates to an R-squared of 85.55%.</p><p>Figure 1 - Correlation between P/S and TAM Penetration</p><p><img src=\"https://static.tigerbbs.com/6b8853eadde7cac4e62059f7961af215\" tg-width=\"385\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p><p>Source: Convequity analysis</p><p>This is far from conclusive and requires further research but it certainly looks likely that TAM penetration is inversely correlated to P/S multiples. So, what does this have to do with PLTR’s valuation? Well, the market is currently pricing in the management guided TAM of $119bn, yet in reality the TAM is a lot greater. Once investors realize this the 33x P/S at the time of writing will offer extremely good value.</p><p><b>PLTR’s TAM and Ability to Enter New Markets?</b></p><p>A high stock multiple often results in poor future returns because there are already high growth expectations priced in, and as the growth outlook naturally decelerates, the multiple will decline too. However, we believe PLTR, like other best-in-breed cloud-oriented stocks, are a special case, because they can rotate and enter new markets with relative ease.</p><p>Showcased by theDouble-Clickevent, PLTR is already emerging as a formidable player in the life sciences analytics industry which is projected to grow from$22bn in 2020 to $42bn by 2025. TheERPmarket, in which they’ve smoothly entered via a AWS partnership, is projected to grow from $43bn today up to $60bn by 2026. Despite these markets being heavily competed for by established players, PLTR’s software-defined approach is displacing many incumbents and in due course will grab a sizeable chunk of market share. And these are just two markets that make up over half of PLTR’s supposed TAM of $119bn.</p><p>In reality, PLTR’s TAM is the entire software industry. They have an ability like no other software vendor in history to pivot into new markets as they see fit. They have the programming skills and the thoughtfulness in interface design, along with a deep understanding of how users need to interact with software, that affords them the capability to turn their focus to any software market worthwhile. With this in mind, it is reasonable to assume that whenever PLTR needs a revenue growth and/or share price booster, they can formulate a plan to penetrate a new market and provide that catalyst.</p><p>Below we highlight PLTR’s true potential TAM with reference to a Gartner estimate. The IT services might be a stretch but they certainly have the ability to fully expand within the $483bn Enterprise Software market. With current TTM revenue a little over $1bn, the current TAM penetration of &lt; 0.3% offers high growth for many years which will help prevent a sharp P/S deceleration and support strong future shareholder returns. And in all likelihood, the P/S will probably expand in the interim before beginning a downward trajectory.</p><p>Figure 2 - Worldwide IT Spending Forecasts</p><p><img src=\"https://static.tigerbbs.com/9dda4329ffe8f2cead662503bd5cd8a8\" tg-width=\"466\" tg-height=\"314\" referrerpolicy=\"no-referrer\"></p><p>Expanding TAM Fueling Expanding Multiple</p><p>With this TAM correlation in mind, it might be interesting for investors to visualize how PLTR’s share price and P/S will respond when management inevitably announce that they’re entering new markets – CRM, Risk Management, Productivity, or whatever it may be. To illustrate this, we’ll review the P/S paths of ServiceNow (NOW) and Workday (WDAY) during the past few years.</p><p><b>ServiceNow vs Workday</b></p><p>Comparing the P/S trends of these two stocks in relation to their TAM development is interesting to observe. To observe the changing TAM, we’ve used research giant Gartner’s Magic Quadrant. Here is the Magic Quadrant template for those unfamiliar.</p><p>Figure 3 - Gartner's Magic Quadrant Template</p><p><img src=\"https://static.tigerbbs.com/26acf1d90d9c7bc6f9c912e1e938cff7\" tg-width=\"377\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p><p>Source:gartner.com</p><p>Back in 2016, in reference to Gartner’s Magic Quadrant, Workday (WDAY) was the outright leader in Human Capital Management (HCM) and ServiceNow (NOW) was the same for IT Services Management (ITSM). Both firms had similar revenue growth and gross, operating, and FCF margins, and also neither were serving any other markets. Therefore, as shown in the following chart, WDAY’s higher P/S appeared to be largely attributed to HCM being a larger market than ITSM. During 2017, according to Gartner’s HCM Magic Quadrant WDAY lost its competitive distance as the space became crowded. During the same period, NOW extended their leadership status in the ITSM Magic Quadrant. As a result, the P/S differential closed and the two stocks were trading at almost identical multiples throughout 2017. Despite the same growth rates in 2018, NOW’s P/S pulled sharply higher than WDAY’s because they expanded TAM by entering into two new markets – Integrated Risk Management and CRM Customer Engagement – whilst WDAY didn’t expand their TAM.</p><p>Figure 4 - NOW vs WDAY P/S Multiple Journey, Part 1</p><p><img src=\"https://static.tigerbbs.com/819428f5fd07f5be31e2e242101675e8\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Source: Koyfin chart, Convequity analysis</p><p>In early 2019, the P/S differential tightened with WDAY’s multiple climbing partly attributable to expanding into the Cloud Financial Management market; NOW also entered a new market in early 2019. Then in 2020, the difference widened further as a result of NOW expanding into 3 more markets and turning from visionary to leader in the Magic Quadrant for Software Asset Management (SAM) whilst WDAY did not even enter one new market.</p><p>Figure 5 - Figure 1 - NOW vs WDAY P/S Multiple Journey, Part 2</p><p><img src=\"https://static.tigerbbs.com/671154b03eb210d553999cf81e22632c\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\"></p><p>Source: Koyfin chart, Convequity analysis</p><p>This is a classic example of how entering new markets raises expectations for growth and long-term profitability, thereby raising multiples and ultimately increasing returns for shareholders. We don’t claim that inclusion into Gartner’s Magic Quadrants were the sole factor at play, however, given that both firms’ growth and margins were similar for most of the period under review, it certainly appears to have had a significant influence.</p><p>Cloudflare</p><p>Cloudflare (NET) offers another good example of how TAM expansion influences a stock’s multiple. NET certainly benefitted from the general COVID-induced WFH dynamic during 2020, however, their new product launches also contributed to multiple expansion in a significant way. NET have moved so fast that Gartner haven’t even had time to update their Magic Quadrants, therefore we shall leave Gartner out of this observation. In just 16 months, NET has tripled their P/S mainly as a result of entering new markets. In January 2020, they entered into a $20bn market by announcing their offerings for Secure Web Gateways and Zero Trust products. In July 2020, they made a big move by making their edge compute Workers platform accessible to all developers; in October 2020 they officially launched their SASE offering; and then in March 2021, they introduced Magic WAN which has kind of created a new market altogether because NET is the first to offer a global private WAN.</p><p>Figure 6 - NET's P/S Journey</p><p><img src=\"https://static.tigerbbs.com/12bc7ba8e1617c02699be8a7509ec27d\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\"></p><p>Source: Koyfin chart, Convequity analysis</p><p>There are plenty of other recent examples in which stocks have expanded multiples thanks to TAM expansion - Zscaler and Twilio to name a couple. An underlying driving factor enabling software companies to enter new markets with relative ease is the growth of cloud computing. The required capex to move into new markets is minimal in comparison to the pre-cloud era because software firms don’t need to purchase and implement more servers. Once an application is developed and ready to be deployed, they can scale it across the elastic supply of AWS, Azure, or GCP servers that provide all the necessary compute, networking, and storage requirements – and ramp-up or decrease capacity according to demand.</p><p>As we point out in our articleS&amp;P 500 is Undervalued, Tech is in a New Paradigm, cloud computing has altered the software industry’s competitive dynamics. It has radically lowered the entry barriers thereby making many software markets overcrowded - in 2007 there were 115 U.S. software stocks and today there are 284. This isn’t alarming as the numbers suggest because the cloud has opened up many greenfield markets, however, the cloud has ushered in a winner-takes-all dynamic into various markets also. And given the reach enabled by the cloud, the prize for the market winners is larger than it’s ever been before. At Asymmetric Tech Investments we aim to identify these future winners.</p><p><b>Multiples &amp; TAM Recap</b></p><p>Here is a quick recap:</p><ul><li>There is evidence that a stock’s P/S is moderately correlated to revenue divided by TAM, or TAM penetration. This may appear obvious to some investors though doing this bit of research has helped us refine how we view a company’s market opportunity and shareholder investment prospects.</li><li>There are many examples that illustrate how TAM expansion tends to increase stock multiples, or at least play a significant part.</li><li>Cloud computing has made it easier than ever before for software firms to expand TAM.</li></ul><p>Taking this into account, the future looks incredibly bright for PLTR’s share price. As and when PLTR enter new markets and expand the company’s TAM, there is a high probability that the share price will climb driven by altering growth expectations. If it can be argued that PLTR’s software is already effectively doing stuff like Software Asset Management, Integrated Risk Management, and CRM, then the TAM should be higher than the current $119bn priced in. And if this is the case, PLTR’s multiple should adjust higher to reflect this in due course. Either way despite the perceived high P/S at present, it will probably persist or even rise from here, and over a longer timeframe we suspect PLTR’s multiple will decelerate at a much slower pace than many other high-growth software stocks.</p><p>Lastly, not only does PLTR have the core software skills to enter almost any market, they are well and truly cloud-enabled following their partnerships with AWS and IBM. This will accelerate the TAM expansion for sure.</p><p><b>What is PLTR Actually Good At?</b></p><p>It might be easier to try and answer what they aren’t good at. All the information given in the S-1, the 10-k, and investor presentations, pertaining to what PLTR do can be somewhat overwhelming. At the same time, just labelling them a data analysis company is a gross oversimplification. To help us refine our understanding of PLTR’s scope, below we’ve categorized 4 areas, or pillars, in which we believe lays the foundation for all they do – Data Connectivity, Data, Analysis, Data Governance, and User Interface. We’re probably not alone in inferring that the underpinning to PLTR’s superior advantages is closely associated with these 4 pillars. Each of which appear to be in a transformative stage due to the world delving deeper into an era of hyperconnectivity. Within each category we listed things that PLTR are good at dealing with. By the time we had finished we realized the depth and sheer breadth of what they can do.</p><p>Figure 7 – The 4 Pillars to PLTR’s Competitive Edge</p><p><img src=\"https://static.tigerbbs.com/a8e17daf500fc82224591acb8ed9bee2\" tg-width=\"555\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p>Source: Convequity analysis</p><p>And the only way we can surmise as to how they are capable of such depth and scope, is that they have the deepest understanding of the core principles of software engineering and have an amazing ability to leverage this to various platforms and technologies. Elon Musk’s advocacy for First Principles thinking springs to mind.</p><p>Figure 8 - First Principles Thinking</p><p><img src=\"https://static.tigerbbs.com/f9bda1fb57abaf33eff8dfacd2457aa2\" tg-width=\"513\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p><p>Source:safalniveshak.com</p><p>It is these 4 pillars in which PLTR are building their moat around, and this foundation can be leveraged to enter almost any software market. Throw in the network effects within enterprise customers’ organization, across verticals (life sciences, airline industry, etc.), and within PLTR itself, it’s hard to envisage them losing their competitive lead.</p><p>Recently I spoke to a friend who is an engineer at Rolls Royce who shed some light on how PLTR could help him in his job. Below is what he told me.</p><blockquote><i>“When designing a product, a RR engineer will spend ~25% of their time gathering and pre-processing data in order to perform a design study. Typically, the data is created by multiple teams, each working in different systems and supplying the data in different formats by differing means. For example, the stress engineer will supply speeds/temperatures/pressures in the form of an emailed spreadsheet. The aero engineer will supply geometry as a CAD file and a pressure map as a .csv file via a shared drive. The designer will supply geometric information and tolerances as a printed word document. All this data must be extracted and processed into a single format before the designer can do any analysis. Having all this data in one system would massively reduce the time spent processing data and would free up the designer to do the actual engineering.”</i></blockquote><p>Foundry would solve his problem by connecting to all the relevant data sources and standardizing the data ready for immediate analysis. The ramp-up in my friend’s productivity would be profound. Generally, it seems as though this type of problem involving data located across disjointed systems and existing in different formats has up until now been the main use case for Foundry. Increasingly, however, we’re hearing cases whereby Foundry has been laid atop an enterprise’s legacy systems and deliver what works like a brand-new IT infrastructure built from the ground up. For example, in the Double Click event, Forward Deploy Engineer, Liam Mawe, explained how a Foundry ERP archetype was installed for one industrial client that already had 25 ERP systems in operation that were largely siloed from each other. After a few hours of configuration, Foundry’s ERP had every single piece of data readily available. Mawe didn’t elaborate, though we presume Foundry’s ERP could carry on working in conjunction with the other ERP systems or work just as well should the client decide to remove them – which is more probable. This incredible flexibility is the key to the seemingly rapid customer acquisition of late – there is no rip and replace required, so the stakes are lower and as a result decision-makers are more willing to give PLTR a try.</p><p><b>What’s Not Being Talked About</b></p><p>From what we’ve read about PLTR, there hasn’t been any mention of the fact that they only added 6 customers in FY20 whilst growing revenue by 47%. This is staggering; and achieved by the 41% increase in revenue per customer, as shown in the chart below. When we think about the AWS and IBM cloud partnerships and the various press releases thus far into 2021, they could have tripled the FY20 new customer number in the first quarter alone. Couple that with another &gt;20% increase in per customer revenue, it’s not beyond the realm of possibility for PLTR to grow revenue by 60% this year.</p><p>Figure 9 - Net New Customer Additions in FY20</p><p><img src=\"https://static.tigerbbs.com/a5c6b020093a59492fcc6c4c50812b65\" tg-width=\"314\" tg-height=\"128\" referrerpolicy=\"no-referrer\"></p><p>Source: 10-k, Convequity analysis</p><p>We thought we’d have a go at forecasting 1Q21 revenue – which will be released before the market open on Tuesday 11thMay. We began by building up the revenue estimate based on available information such as the press releases thus far in 2021, balance sheet items such as deferred revenue and customer deposits, as well as off-balance sheet deal value which includes remaining performance obligations and contract renewal options. In the 3Q20 investor presentation we noticed the average contract duration was 3.6 years, so we used this to estimate what might come off deferred revenue and customer deposits and be recorded as income statement revenue. To estimate how much deal value might be transferred into revenue for 1Q21, we used a longer duration of 4.6 years. We infer that a small portion of deal value could skip the balance sheet and land straight on the income statement when customers renew their contracts. Of course, this is an oversimplification of how these financial items are linked together so the estimate might be way off. Nonetheless, based on all this, as shown below, we estimate 1Q21 revenue of $259m which, as a reminder, is derived from available information and has not accounted for unknowns. This is a shortfall of $73m versus the $332m consensus estimate. Given all the unknown revenue sources from the AWS and IBM deals and elsewhere, and the general confidence from management, it looks like PLTR are going to blow these forecasts out the water.</p><p>Figure 10 - 1Q21 Revenue Estimates Based on Available Information</p><p><img src=\"https://static.tigerbbs.com/5c976ca3fc200ad63eb7ee9595b6b8a5\" tg-width=\"633\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p><p>Source: 10-k, Convequity analysis</p><p><b>Impressive Underlying Economics</b></p><p>We believe the greatest investment catalyst is tied to PLTR’s profitability potential; and this is because of the pervasive doubt of the business model viability at present. Management have heavily focused on contribution margin (that we’ll refer to as CM) in previous investor presentations. As the they presented in the 4Q20 presentation shown below, CM margin has more than doubled from FY19 to FY20. However, this could be skewed due to the low number of customer additions – only 6 in FY20. With this in mind we wanted to dig deeper in understanding how the underlying economics have really improved.</p><p>Figure 11 - High-Level View of Contribution Margin and Gross Margin</p><p><img src=\"https://static.tigerbbs.com/d46bd90bbcfcc1028ec0417d858ec8f8\" tg-width=\"640\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>Source:4Q20 Investor Presentation</p><p>Management have presented the efficiency of the business by grouping customers into 3 phases – Acquire, Expand, and Scale – and in each phase, show how the CM changes within each group. To illustrate, take a look at the figures below, extracted from the S-1 and the 10-k. The customers in the Acquire Phase in FY19 (fiscal year-end 31stDec-21) generated a very negative CM. Those same customers, generated a 17% CM in FY20. The customers in the Expand Phase in FY19 generated -43% CM, and those same customers generated 47% CM in the following year. What’s important to note here, is that the Acquire Phase customers in FY19 will not be the same Acquire Phase customers in FY20 – they will become the Expand Phase customers (or potentially even the Scale Phase customers).</p><p>Figure 12 - PLTR's Customer Phases</p><p><img src=\"https://static.tigerbbs.com/349bc44eeb8317f08f36bb9da9a2d261\" tg-width=\"640\" tg-height=\"83\" referrerpolicy=\"no-referrer\"></p><p>Source: PLTR’s S-1 and FY20 10-k</p><p>On the face of it, this looks impressive, but when we think deeper about it, this is what most SaaS/software firms are doing nowadays. The S&amp;M expenditure to bring the customer to a company and the initial deployment and operational costs make the Acquire phase the costliest. At the same time, free trial or preliminary testing periods don’t generate much revenue. So, for any SaaS-type firm, negative CM is the case for the Acquire and the Expand phases and those same customers will become profitable at a later point in the relationship. We think investors are aware of this and this is why there doesn’t seem to be much online discussion about PLTR’s CM. Of course, investors could simply take the higher-level view of overall CM more than doubling in FY20, however, as aforementioned this is potentially skewed because of the few new customers acquired.</p><p>What can be instantly gleaned from the above CM metrics, is that when the proportion of new customers joining PLTR is small in relation to existing customers the overall CM will be close to the Scale Phase CM. But perhaps that still doesn’t impressive investors enough, because it may take a few years to reach that state.</p><p>Let’s go back to notion that the Acquire Phase customers in FY19 go on to be the Expand (or even Scale) Phase customers in FY20. This is useful but we wanted to see if we could compare the FY20 Acquire Phase with the FY19 Acquire Phase; and the FY20 Expand Phase with the FY19 Expand Phase; and the same for the Scale Phase. This cannot be derived from the data above. Therefore, we’ve had to dig deeper, scan for more information, and make some educated guesses to piece this together. Because knowing by how much the Expand Phase CM has improved from FY19 to FY20 would be really insightful and we don’t suspect many analysts have tried this so far so there is probably an information edge to be gained over the market.</p><p>We show the analysis we did on this below, however,it may be easier for readers to access the actual spreadsheetto take a closer look. If you click the link make sure to download the spreadsheet to see all the comment boxes.</p><p>What interests us the most in the spreadsheet, is the Expand Phase comparisons in FY19 and FY20. The 28% CM highlighted in yellow, under the FY20 Expand Cohort, is what we think the Expand Phase CM must have been in FY20. The equivalent CM in FY19 was -43%. This is a huge like-for-like improvement in the CM and indicates how PLTR has/is radically shortening the deployment phase of their software by utilizing their Apollo SaaS-installation. Personally, we think this is more insightful and meaningful than the overall CM presented which could be skewed, and also versus management’s presentation of the Acquire/Expand/Scale CMs.</p><p>Figure 13 - Contribution Margin Like-for-Like Comparisons</p><p><img src=\"https://static.tigerbbs.com/14c581fd6fbbccea3d7a5da87480edf5\" tg-width=\"640\" tg-height=\"694\" referrerpolicy=\"no-referrer\"></p><p>Source: 10-k, Convequity analysis</p><p>Another way to view this is that customers are classified as Expand Phase customers when they’ve exceeded $100k in annualized revenue but CM is negative. If the FY19 Expand Phase CM was -43%, it indicates that the majority of these customers remained negative CM customers throughout FY19. If the FY20 Expand Phase CM is 28%, it indicates that the majority of these customers turned from negative to positive within the same year. Again, in our opinion, this is way more impressive than what PLTR’s management has presented to date.</p><p>Lastly, in the final section of the spreadsheet, the Total CMs highlighted in gold text are actual and the ones in red are composed of actual and estimated figures. We can see that all the FY19 customers generated a weighted average CM of 23% in FY19, and then those same customers generated 58% CM in FY20. Going into FY21 we forecast that these same FY19 customers will generate 68% in CM. All the FY20 customers generated a CM of 54% in FY20, though had PLTR brought on board more new customers in FY20, the CM would be considerably lower. These same customers are estimated to generate 65% in CM in FY21 and then 75% in FY22.</p><p>To conclude, PLTR’s current CM of 54% is already high, especially for a high growth software stock, yet it’s likely to move higher. We expect the AWS and IBM partnerships to give PLTR the scale to expand its margins. We think this should erase the doubt that PLTR will be highly profitable. The huge nonrecurring expenses related to the DPO and associated stock-based compensation and other opex categories have contributed to the appearance of an unprofitable business. As these costs normalize and PLTR further leverage Apollo’s SaaS installation/deployment, the CM will continue to rise and PLTR’s margins lower down the income statement will also look attractive.</p><p><b>Valuation</b></p><p>In our previous article on PLTR we presented our DCF valuation for PLTR which arrived at a value per share of $47. We still have full faith in this valuation; however, it may take longer than we initially anticipated. And we partly assign this to the misunderstanding of the potential profitability of the stock. Therefore, for this section, we approached the valuation through a different lens. We’ve projected PLTR’s average revenue growth rate through FY25 and used possible P/S multiples in FY25.</p><p>In the 4Q20 earnings call, management stated that they believe revenue growth will be above 30% each year through to FY25 – quite incredible considering the current TTM revenue of $1.1bn. Knowing this, below we’ve projected some arbitrary growth rates. We know FY20 growth was 47% and based off what management has stated, we’ll put FY25 growth as 30% as a minimum. Therefore, we’ve randomly decelerated from 47% to 30% for each year. The Compounded Annual Growth Rate, or CAGR, of this series of growth rates equals 34%. We shall use this for the valuation exercise.</p><p>Figure 14 - Estimate for Average Revenue Growth Through FY25</p><p><img src=\"https://static.tigerbbs.com/b76e91d228a978ddd8a18a8a102ea495\" tg-width=\"449\" tg-height=\"109\" referrerpolicy=\"no-referrer\"></p><p>Source: Convequity analysis</p><p>By using this 34% average revenue growth rate (or CAGR) we calculate revenue will be $4.784bn in FY25/2025. Due to the natural growth expectations decline, we guess that the P/S will be 20x in 2025. ServiceNow’s is currently 20x whilst having TTM revenue of $4,500m, so this is plausible for exceptional companies. These parameters calculate a 2025 market cap of $96bn, a share price of $53.39, and an annualized return of 21%.</p><p>Figure 15 - 2025 Market Cap Forecast</p><p><img src=\"https://static.tigerbbs.com/ef9e349e3ba5ffdd5f413a5c857fcb18\" tg-width=\"640\" tg-height=\"47\" referrerpolicy=\"no-referrer\"></p><p>Source: Convequity analysis</p><p>Below we show the 2025 share price sensitivity table with the 2025 P/S and the CAGR being the two variables. The probabilities are arbitrary just to express how likely we think the respective P/S metrics are in 2025. The share prices in purple text represent the range of what we think our estimation error is likely to be.</p><p>Figure 16 - PLTR's 2025 Share Price Sensitivity Table</p><p><img src=\"https://static.tigerbbs.com/c7192c1e4fcda23289de59a09c242fec\" tg-width=\"640\" tg-height=\"203\" referrerpolicy=\"no-referrer\"></p><p>Source: Convequity analysis</p><p>If management are correct with their growth prediction, then a P/S toward 30x would be fairer than a &lt;20x P/S. However, even if PLTR only generate an average growth rate of 24% and the P/S is 14x at the end of 2025, at the current share price of ~$20 investors still wouldn’t have lost capital. Indeed, it would have been a disappointing investment, but it wouldn’t have lost money. This sensitivity table shows that, despite PLTR’s high multiple at present, the future returns look very appetizing.</p><p>The next sensitivity table replaces the share price with the annualized return through to 2025.</p><p>Figure 17 - PLTR's 2025 Annualized Return Sensitivity Table</p><p><img src=\"https://static.tigerbbs.com/5f3a6e9d761e6e7fcb3fb918df9b8503\" tg-width=\"640\" tg-height=\"205\" referrerpolicy=\"no-referrer\"></p><p>Source: Convequity analysis</p><p>In summary, even at the current high P/S of 34x, we consider it extremely unlikely that investors will lose money investing in PLTR now and holding through to 2025 – simply because of growth projections. Add in the impressive underlying economics, we believe this will prove to be a very good long-term investment.</p><p>So, given the minimal downside and the attractive upside, PLTR is one of the most favourable reward-to-risk holdings in the Convequity Portfolio.</p><p><b>Conclusion</b></p><p>PLTR’s stock is going to be driven by a combination of changing TAM expectations, high growth, and impressive profitability in due course. Currently, it looks as though the market is underestimating all of these, so the future looks very bright, indeed.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Highly Favourable Reward-To-Risk</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\">\nPalantir: Highly Favourable Reward-To-Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 15:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4426825-palantir-highly-favourable-reward-to-risk><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA look at the relationship between P/S and Total Addressable Market and what it means for Palantir.In FY20, revenue grew 47% with only 6 customer additions. The consensus 33% growth for FY21 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4426825-palantir-highly-favourable-reward-to-risk\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4426825-palantir-highly-favourable-reward-to-risk","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1191876953","content_text":"SummaryA look at the relationship between P/S and Total Addressable Market and what it means for Palantir.In FY20, revenue grew 47% with only 6 customer additions. The consensus 33% growth for FY21 looks way off.A deep-dive into the impressive underlying economics of Palantir’s business.A simple valuation analysis to outline it's extremely unlikely investors will lose money even by investing at these levels.ContentsMultiples & TAM> P/S & TAM Penetration>> PLTR’s TAM and Ability to Enter New Markets?> Expanding TAM Fueling Expanding Multiple>> ServiceNow vs Workday>> CloudflareMultiples & TAM RecapWhat is PLTR Actually Good At?What’s Not Being Talked AboutImpressive Underlying EconomicsValuationConclusionMultiples & TAMIt’s commonly known that multiples are closely correlated with revenue growth expectations – higher growth usually equals higher P/S and P/E. Though we wanted to explore the relationship between multiples and a company’s Total Addressable Market, aka TAM. Firstly, we investigated the correlation between P/S and TAM penetration. Then secondly, we used a qualitative approach to assess how increases in TAM tends to affect a company’s P/S. The reason for delving into this is to gain a better insight into Palantir's (PLTR) ongoing valuation, whether the stock’s P/S will persist, extend, or decline, and ultimately what this means for investors’ returns.P/S & TAM PenetrationWe already had metrics for a group of stocks we put together for some other PLTR analysis, therefore we used these to work on the P/S and TAM penetration correlation. To arrive at a TAM for each stock, if we didn’t know beforehand, we reviewed company websites to understand which markets they serve, and then we looked for independent market research (from the likes of Grand View Research and Mordor Intelligence, etc.) estimating the size and growth projections of the subject market. If the size of market estimate seemed odd compared to the company’s revenues and P/S, then we resorted to the company’s investor presentations that usually offer a TAM.As this was quite time-consuming, in addition to PLTR we only conducted this process for 15 stocks, so the sample size is 16. Therefore, the statistics shown in the table below should be viewed with caution because the sample is relatively small and adding more to the sample may significantly change the correlation. Nonetheless, you might still be interested despite the sample being on the small side. From this research we found that the P/S and the TAM penetration (defined as LTM revenue divided by the TAM) for this group of stocks had an inverse correlation of -0.6281. The negative sign indicates that a smaller TAM penetration is associated with a higher P/S. The correlation equates to an R-squared of -0.6281 ^ 2 =0.3945. This means that the TAM penetration explains 39.45% of the variability of the P/S within this group. And considering the nature of financial variables, this is a moderately strong correlation. As expected, there is a stronger correlation between P/S and LTM revenue growth. The 0.9248 correlation equates to an R-squared of 85.55%.Figure 1 - Correlation between P/S and TAM PenetrationSource: Convequity analysisThis is far from conclusive and requires further research but it certainly looks likely that TAM penetration is inversely correlated to P/S multiples. So, what does this have to do with PLTR’s valuation? Well, the market is currently pricing in the management guided TAM of $119bn, yet in reality the TAM is a lot greater. Once investors realize this the 33x P/S at the time of writing will offer extremely good value.PLTR’s TAM and Ability to Enter New Markets?A high stock multiple often results in poor future returns because there are already high growth expectations priced in, and as the growth outlook naturally decelerates, the multiple will decline too. However, we believe PLTR, like other best-in-breed cloud-oriented stocks, are a special case, because they can rotate and enter new markets with relative ease.Showcased by theDouble-Clickevent, PLTR is already emerging as a formidable player in the life sciences analytics industry which is projected to grow from$22bn in 2020 to $42bn by 2025. TheERPmarket, in which they’ve smoothly entered via a AWS partnership, is projected to grow from $43bn today up to $60bn by 2026. Despite these markets being heavily competed for by established players, PLTR’s software-defined approach is displacing many incumbents and in due course will grab a sizeable chunk of market share. And these are just two markets that make up over half of PLTR’s supposed TAM of $119bn.In reality, PLTR’s TAM is the entire software industry. They have an ability like no other software vendor in history to pivot into new markets as they see fit. They have the programming skills and the thoughtfulness in interface design, along with a deep understanding of how users need to interact with software, that affords them the capability to turn their focus to any software market worthwhile. With this in mind, it is reasonable to assume that whenever PLTR needs a revenue growth and/or share price booster, they can formulate a plan to penetrate a new market and provide that catalyst.Below we highlight PLTR’s true potential TAM with reference to a Gartner estimate. The IT services might be a stretch but they certainly have the ability to fully expand within the $483bn Enterprise Software market. With current TTM revenue a little over $1bn, the current TAM penetration of < 0.3% offers high growth for many years which will help prevent a sharp P/S deceleration and support strong future shareholder returns. And in all likelihood, the P/S will probably expand in the interim before beginning a downward trajectory.Figure 2 - Worldwide IT Spending ForecastsExpanding TAM Fueling Expanding MultipleWith this TAM correlation in mind, it might be interesting for investors to visualize how PLTR’s share price and P/S will respond when management inevitably announce that they’re entering new markets – CRM, Risk Management, Productivity, or whatever it may be. To illustrate this, we’ll review the P/S paths of ServiceNow (NOW) and Workday (WDAY) during the past few years.ServiceNow vs WorkdayComparing the P/S trends of these two stocks in relation to their TAM development is interesting to observe. To observe the changing TAM, we’ve used research giant Gartner’s Magic Quadrant. Here is the Magic Quadrant template for those unfamiliar.Figure 3 - Gartner's Magic Quadrant TemplateSource:gartner.comBack in 2016, in reference to Gartner’s Magic Quadrant, Workday (WDAY) was the outright leader in Human Capital Management (HCM) and ServiceNow (NOW) was the same for IT Services Management (ITSM). Both firms had similar revenue growth and gross, operating, and FCF margins, and also neither were serving any other markets. Therefore, as shown in the following chart, WDAY’s higher P/S appeared to be largely attributed to HCM being a larger market than ITSM. During 2017, according to Gartner’s HCM Magic Quadrant WDAY lost its competitive distance as the space became crowded. During the same period, NOW extended their leadership status in the ITSM Magic Quadrant. As a result, the P/S differential closed and the two stocks were trading at almost identical multiples throughout 2017. Despite the same growth rates in 2018, NOW’s P/S pulled sharply higher than WDAY’s because they expanded TAM by entering into two new markets – Integrated Risk Management and CRM Customer Engagement – whilst WDAY didn’t expand their TAM.Figure 4 - NOW vs WDAY P/S Multiple Journey, Part 1Source: Koyfin chart, Convequity analysisIn early 2019, the P/S differential tightened with WDAY’s multiple climbing partly attributable to expanding into the Cloud Financial Management market; NOW also entered a new market in early 2019. Then in 2020, the difference widened further as a result of NOW expanding into 3 more markets and turning from visionary to leader in the Magic Quadrant for Software Asset Management (SAM) whilst WDAY did not even enter one new market.Figure 5 - Figure 1 - NOW vs WDAY P/S Multiple Journey, Part 2Source: Koyfin chart, Convequity analysisThis is a classic example of how entering new markets raises expectations for growth and long-term profitability, thereby raising multiples and ultimately increasing returns for shareholders. We don’t claim that inclusion into Gartner’s Magic Quadrants were the sole factor at play, however, given that both firms’ growth and margins were similar for most of the period under review, it certainly appears to have had a significant influence.CloudflareCloudflare (NET) offers another good example of how TAM expansion influences a stock’s multiple. NET certainly benefitted from the general COVID-induced WFH dynamic during 2020, however, their new product launches also contributed to multiple expansion in a significant way. NET have moved so fast that Gartner haven’t even had time to update their Magic Quadrants, therefore we shall leave Gartner out of this observation. In just 16 months, NET has tripled their P/S mainly as a result of entering new markets. In January 2020, they entered into a $20bn market by announcing their offerings for Secure Web Gateways and Zero Trust products. In July 2020, they made a big move by making their edge compute Workers platform accessible to all developers; in October 2020 they officially launched their SASE offering; and then in March 2021, they introduced Magic WAN which has kind of created a new market altogether because NET is the first to offer a global private WAN.Figure 6 - NET's P/S JourneySource: Koyfin chart, Convequity analysisThere are plenty of other recent examples in which stocks have expanded multiples thanks to TAM expansion - Zscaler and Twilio to name a couple. An underlying driving factor enabling software companies to enter new markets with relative ease is the growth of cloud computing. The required capex to move into new markets is minimal in comparison to the pre-cloud era because software firms don’t need to purchase and implement more servers. Once an application is developed and ready to be deployed, they can scale it across the elastic supply of AWS, Azure, or GCP servers that provide all the necessary compute, networking, and storage requirements – and ramp-up or decrease capacity according to demand.As we point out in our articleS&P 500 is Undervalued, Tech is in a New Paradigm, cloud computing has altered the software industry’s competitive dynamics. It has radically lowered the entry barriers thereby making many software markets overcrowded - in 2007 there were 115 U.S. software stocks and today there are 284. This isn’t alarming as the numbers suggest because the cloud has opened up many greenfield markets, however, the cloud has ushered in a winner-takes-all dynamic into various markets also. And given the reach enabled by the cloud, the prize for the market winners is larger than it’s ever been before. At Asymmetric Tech Investments we aim to identify these future winners.Multiples & TAM RecapHere is a quick recap:There is evidence that a stock’s P/S is moderately correlated to revenue divided by TAM, or TAM penetration. This may appear obvious to some investors though doing this bit of research has helped us refine how we view a company’s market opportunity and shareholder investment prospects.There are many examples that illustrate how TAM expansion tends to increase stock multiples, or at least play a significant part.Cloud computing has made it easier than ever before for software firms to expand TAM.Taking this into account, the future looks incredibly bright for PLTR’s share price. As and when PLTR enter new markets and expand the company’s TAM, there is a high probability that the share price will climb driven by altering growth expectations. If it can be argued that PLTR’s software is already effectively doing stuff like Software Asset Management, Integrated Risk Management, and CRM, then the TAM should be higher than the current $119bn priced in. And if this is the case, PLTR’s multiple should adjust higher to reflect this in due course. Either way despite the perceived high P/S at present, it will probably persist or even rise from here, and over a longer timeframe we suspect PLTR’s multiple will decelerate at a much slower pace than many other high-growth software stocks.Lastly, not only does PLTR have the core software skills to enter almost any market, they are well and truly cloud-enabled following their partnerships with AWS and IBM. This will accelerate the TAM expansion for sure.What is PLTR Actually Good At?It might be easier to try and answer what they aren’t good at. All the information given in the S-1, the 10-k, and investor presentations, pertaining to what PLTR do can be somewhat overwhelming. At the same time, just labelling them a data analysis company is a gross oversimplification. To help us refine our understanding of PLTR’s scope, below we’ve categorized 4 areas, or pillars, in which we believe lays the foundation for all they do – Data Connectivity, Data, Analysis, Data Governance, and User Interface. We’re probably not alone in inferring that the underpinning to PLTR’s superior advantages is closely associated with these 4 pillars. Each of which appear to be in a transformative stage due to the world delving deeper into an era of hyperconnectivity. Within each category we listed things that PLTR are good at dealing with. By the time we had finished we realized the depth and sheer breadth of what they can do.Figure 7 – The 4 Pillars to PLTR’s Competitive EdgeSource: Convequity analysisAnd the only way we can surmise as to how they are capable of such depth and scope, is that they have the deepest understanding of the core principles of software engineering and have an amazing ability to leverage this to various platforms and technologies. Elon Musk’s advocacy for First Principles thinking springs to mind.Figure 8 - First Principles ThinkingSource:safalniveshak.comIt is these 4 pillars in which PLTR are building their moat around, and this foundation can be leveraged to enter almost any software market. Throw in the network effects within enterprise customers’ organization, across verticals (life sciences, airline industry, etc.), and within PLTR itself, it’s hard to envisage them losing their competitive lead.Recently I spoke to a friend who is an engineer at Rolls Royce who shed some light on how PLTR could help him in his job. Below is what he told me.“When designing a product, a RR engineer will spend ~25% of their time gathering and pre-processing data in order to perform a design study. Typically, the data is created by multiple teams, each working in different systems and supplying the data in different formats by differing means. For example, the stress engineer will supply speeds/temperatures/pressures in the form of an emailed spreadsheet. The aero engineer will supply geometry as a CAD file and a pressure map as a .csv file via a shared drive. The designer will supply geometric information and tolerances as a printed word document. All this data must be extracted and processed into a single format before the designer can do any analysis. Having all this data in one system would massively reduce the time spent processing data and would free up the designer to do the actual engineering.”Foundry would solve his problem by connecting to all the relevant data sources and standardizing the data ready for immediate analysis. The ramp-up in my friend’s productivity would be profound. Generally, it seems as though this type of problem involving data located across disjointed systems and existing in different formats has up until now been the main use case for Foundry. Increasingly, however, we’re hearing cases whereby Foundry has been laid atop an enterprise’s legacy systems and deliver what works like a brand-new IT infrastructure built from the ground up. For example, in the Double Click event, Forward Deploy Engineer, Liam Mawe, explained how a Foundry ERP archetype was installed for one industrial client that already had 25 ERP systems in operation that were largely siloed from each other. After a few hours of configuration, Foundry’s ERP had every single piece of data readily available. Mawe didn’t elaborate, though we presume Foundry’s ERP could carry on working in conjunction with the other ERP systems or work just as well should the client decide to remove them – which is more probable. This incredible flexibility is the key to the seemingly rapid customer acquisition of late – there is no rip and replace required, so the stakes are lower and as a result decision-makers are more willing to give PLTR a try.What’s Not Being Talked AboutFrom what we’ve read about PLTR, there hasn’t been any mention of the fact that they only added 6 customers in FY20 whilst growing revenue by 47%. This is staggering; and achieved by the 41% increase in revenue per customer, as shown in the chart below. When we think about the AWS and IBM cloud partnerships and the various press releases thus far into 2021, they could have tripled the FY20 new customer number in the first quarter alone. Couple that with another >20% increase in per customer revenue, it’s not beyond the realm of possibility for PLTR to grow revenue by 60% this year.Figure 9 - Net New Customer Additions in FY20Source: 10-k, Convequity analysisWe thought we’d have a go at forecasting 1Q21 revenue – which will be released before the market open on Tuesday 11thMay. We began by building up the revenue estimate based on available information such as the press releases thus far in 2021, balance sheet items such as deferred revenue and customer deposits, as well as off-balance sheet deal value which includes remaining performance obligations and contract renewal options. In the 3Q20 investor presentation we noticed the average contract duration was 3.6 years, so we used this to estimate what might come off deferred revenue and customer deposits and be recorded as income statement revenue. To estimate how much deal value might be transferred into revenue for 1Q21, we used a longer duration of 4.6 years. We infer that a small portion of deal value could skip the balance sheet and land straight on the income statement when customers renew their contracts. Of course, this is an oversimplification of how these financial items are linked together so the estimate might be way off. Nonetheless, based on all this, as shown below, we estimate 1Q21 revenue of $259m which, as a reminder, is derived from available information and has not accounted for unknowns. This is a shortfall of $73m versus the $332m consensus estimate. Given all the unknown revenue sources from the AWS and IBM deals and elsewhere, and the general confidence from management, it looks like PLTR are going to blow these forecasts out the water.Figure 10 - 1Q21 Revenue Estimates Based on Available InformationSource: 10-k, Convequity analysisImpressive Underlying EconomicsWe believe the greatest investment catalyst is tied to PLTR’s profitability potential; and this is because of the pervasive doubt of the business model viability at present. Management have heavily focused on contribution margin (that we’ll refer to as CM) in previous investor presentations. As the they presented in the 4Q20 presentation shown below, CM margin has more than doubled from FY19 to FY20. However, this could be skewed due to the low number of customer additions – only 6 in FY20. With this in mind we wanted to dig deeper in understanding how the underlying economics have really improved.Figure 11 - High-Level View of Contribution Margin and Gross MarginSource:4Q20 Investor PresentationManagement have presented the efficiency of the business by grouping customers into 3 phases – Acquire, Expand, and Scale – and in each phase, show how the CM changes within each group. To illustrate, take a look at the figures below, extracted from the S-1 and the 10-k. The customers in the Acquire Phase in FY19 (fiscal year-end 31stDec-21) generated a very negative CM. Those same customers, generated a 17% CM in FY20. The customers in the Expand Phase in FY19 generated -43% CM, and those same customers generated 47% CM in the following year. What’s important to note here, is that the Acquire Phase customers in FY19 will not be the same Acquire Phase customers in FY20 – they will become the Expand Phase customers (or potentially even the Scale Phase customers).Figure 12 - PLTR's Customer PhasesSource: PLTR’s S-1 and FY20 10-kOn the face of it, this looks impressive, but when we think deeper about it, this is what most SaaS/software firms are doing nowadays. The S&M expenditure to bring the customer to a company and the initial deployment and operational costs make the Acquire phase the costliest. At the same time, free trial or preliminary testing periods don’t generate much revenue. So, for any SaaS-type firm, negative CM is the case for the Acquire and the Expand phases and those same customers will become profitable at a later point in the relationship. We think investors are aware of this and this is why there doesn’t seem to be much online discussion about PLTR’s CM. Of course, investors could simply take the higher-level view of overall CM more than doubling in FY20, however, as aforementioned this is potentially skewed because of the few new customers acquired.What can be instantly gleaned from the above CM metrics, is that when the proportion of new customers joining PLTR is small in relation to existing customers the overall CM will be close to the Scale Phase CM. But perhaps that still doesn’t impressive investors enough, because it may take a few years to reach that state.Let’s go back to notion that the Acquire Phase customers in FY19 go on to be the Expand (or even Scale) Phase customers in FY20. This is useful but we wanted to see if we could compare the FY20 Acquire Phase with the FY19 Acquire Phase; and the FY20 Expand Phase with the FY19 Expand Phase; and the same for the Scale Phase. This cannot be derived from the data above. Therefore, we’ve had to dig deeper, scan for more information, and make some educated guesses to piece this together. Because knowing by how much the Expand Phase CM has improved from FY19 to FY20 would be really insightful and we don’t suspect many analysts have tried this so far so there is probably an information edge to be gained over the market.We show the analysis we did on this below, however,it may be easier for readers to access the actual spreadsheetto take a closer look. If you click the link make sure to download the spreadsheet to see all the comment boxes.What interests us the most in the spreadsheet, is the Expand Phase comparisons in FY19 and FY20. The 28% CM highlighted in yellow, under the FY20 Expand Cohort, is what we think the Expand Phase CM must have been in FY20. The equivalent CM in FY19 was -43%. This is a huge like-for-like improvement in the CM and indicates how PLTR has/is radically shortening the deployment phase of their software by utilizing their Apollo SaaS-installation. Personally, we think this is more insightful and meaningful than the overall CM presented which could be skewed, and also versus management’s presentation of the Acquire/Expand/Scale CMs.Figure 13 - Contribution Margin Like-for-Like ComparisonsSource: 10-k, Convequity analysisAnother way to view this is that customers are classified as Expand Phase customers when they’ve exceeded $100k in annualized revenue but CM is negative. If the FY19 Expand Phase CM was -43%, it indicates that the majority of these customers remained negative CM customers throughout FY19. If the FY20 Expand Phase CM is 28%, it indicates that the majority of these customers turned from negative to positive within the same year. Again, in our opinion, this is way more impressive than what PLTR’s management has presented to date.Lastly, in the final section of the spreadsheet, the Total CMs highlighted in gold text are actual and the ones in red are composed of actual and estimated figures. We can see that all the FY19 customers generated a weighted average CM of 23% in FY19, and then those same customers generated 58% CM in FY20. Going into FY21 we forecast that these same FY19 customers will generate 68% in CM. All the FY20 customers generated a CM of 54% in FY20, though had PLTR brought on board more new customers in FY20, the CM would be considerably lower. These same customers are estimated to generate 65% in CM in FY21 and then 75% in FY22.To conclude, PLTR’s current CM of 54% is already high, especially for a high growth software stock, yet it’s likely to move higher. We expect the AWS and IBM partnerships to give PLTR the scale to expand its margins. We think this should erase the doubt that PLTR will be highly profitable. The huge nonrecurring expenses related to the DPO and associated stock-based compensation and other opex categories have contributed to the appearance of an unprofitable business. As these costs normalize and PLTR further leverage Apollo’s SaaS installation/deployment, the CM will continue to rise and PLTR’s margins lower down the income statement will also look attractive.ValuationIn our previous article on PLTR we presented our DCF valuation for PLTR which arrived at a value per share of $47. We still have full faith in this valuation; however, it may take longer than we initially anticipated. And we partly assign this to the misunderstanding of the potential profitability of the stock. Therefore, for this section, we approached the valuation through a different lens. We’ve projected PLTR’s average revenue growth rate through FY25 and used possible P/S multiples in FY25.In the 4Q20 earnings call, management stated that they believe revenue growth will be above 30% each year through to FY25 – quite incredible considering the current TTM revenue of $1.1bn. Knowing this, below we’ve projected some arbitrary growth rates. We know FY20 growth was 47% and based off what management has stated, we’ll put FY25 growth as 30% as a minimum. Therefore, we’ve randomly decelerated from 47% to 30% for each year. The Compounded Annual Growth Rate, or CAGR, of this series of growth rates equals 34%. We shall use this for the valuation exercise.Figure 14 - Estimate for Average Revenue Growth Through FY25Source: Convequity analysisBy using this 34% average revenue growth rate (or CAGR) we calculate revenue will be $4.784bn in FY25/2025. Due to the natural growth expectations decline, we guess that the P/S will be 20x in 2025. ServiceNow’s is currently 20x whilst having TTM revenue of $4,500m, so this is plausible for exceptional companies. These parameters calculate a 2025 market cap of $96bn, a share price of $53.39, and an annualized return of 21%.Figure 15 - 2025 Market Cap ForecastSource: Convequity analysisBelow we show the 2025 share price sensitivity table with the 2025 P/S and the CAGR being the two variables. The probabilities are arbitrary just to express how likely we think the respective P/S metrics are in 2025. The share prices in purple text represent the range of what we think our estimation error is likely to be.Figure 16 - PLTR's 2025 Share Price Sensitivity TableSource: Convequity analysisIf management are correct with their growth prediction, then a P/S toward 30x would be fairer than a <20x P/S. However, even if PLTR only generate an average growth rate of 24% and the P/S is 14x at the end of 2025, at the current share price of ~$20 investors still wouldn’t have lost capital. Indeed, it would have been a disappointing investment, but it wouldn’t have lost money. This sensitivity table shows that, despite PLTR’s high multiple at present, the future returns look very appetizing.The next sensitivity table replaces the share price with the annualized return through to 2025.Figure 17 - PLTR's 2025 Annualized Return Sensitivity TableSource: Convequity analysisIn summary, even at the current high P/S of 34x, we consider it extremely unlikely that investors will lose money investing in PLTR now and holding through to 2025 – simply because of growth projections. Add in the impressive underlying economics, we believe this will prove to be a very good long-term investment.So, given the minimal downside and the attractive upside, PLTR is one of the most favourable reward-to-risk holdings in the Convequity Portfolio.ConclusionPLTR’s stock is going to be driven by a combination of changing TAM expectations, high growth, and impressive profitability in due course. Currently, it looks as though the market is underestimating all of these, so the future looks very bright, indeed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081471099,"gmtCreate":1650273019511,"gmtModify":1676534683636,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>No more shining...everyone leaving the wood😰😭😖","listText":"<a href=\"https://ttm.financial/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>No more shining...everyone leaving the wood😰😭😖","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$No more shining...everyone leaving the wood😰😭😖","images":[{"img":"https://community-static.tradeup.com/news/98ef1ebb9c823ffeeef4f73554ae19f4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081471099","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":816837687,"gmtCreate":1630485872449,"gmtModify":1676530316855,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>all the wall to $250 EOY?????","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>all the wall to $250 EOY?????","text":"$Palantir Technologies Inc.(PLTR)$all the wall to $250 EOY?????","images":[{"img":"https://static.tigerbbs.com/ff776d3f9e05e90dc1bdc885e747b560","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/816837687","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":836289414,"gmtCreate":1629500497538,"gmtModify":1676530057769,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Nice?????","listText":"Nice?????","text":"Nice?????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/836289414","repostId":"2161743232","repostType":4,"repost":{"id":"2161743232","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":1629489634,"share":"https://ttm.financial/m/news/2161743232?lang=&edition=fundamental","pubTime":"2021-08-21 04:00","market":"us","language":"en","title":"Wall Street rallies as Fed jitters ease, but posts weekly loss","url":"https://stock-news.laohu8.com/highlight/detail?id=2161743232","media":"Reuters","summary":"NEW YORK, Aug 20 (Reuters) - Wall Street rallied to close sharply higher at the close of a tumultuou","content":"<p>NEW YORK, Aug 20 (Reuters) - Wall Street rallied to close sharply higher at the close of a tumultuous week on waning concerns over whether the U.S. Federal Reserve could begin tightening its dovish monetary policy sooner than expected.</p>\n<p>While all three major U.S. indexes ended solidly green, all posted weekly losses after a steep mid-week sell-off pulled the S&amp;P 500 and the Dow away from a string of record closing highs.</p>\n<p>\"Towards the beginning of the week you saw traders balancing their books ahead of the Fed statement,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"And once the statement came out, you saw a bit of 'sell the rumor buy the news.'\"</p>\n<p>Market-leading tech and tech-adjacent megacaps, which weathered the pandemic recession better than most, once again provided the biggest boost.</p>\n<p>Growth stocks were also given a boost by U.S. Treasury yields, which ended the week lower due to concerns the health crisis could be a longer than expected hindrance to economic revival.</p>\n<p>Announcements from a host of Asian nations that they are implementing drastic measures to curb the resurgence of COVID-19 due to the rise of the disease's highly contagious Delta variant, put a damper on stocks associated with economic re-engagement.</p>\n<p>Mixed economic data from the U.S. and China suggested the ongoing recovery from the most abrupt recession on record has passed its peak and lost some momentum.</p>\n<p>Market participants now look to next week's Jackson Hole Symposium, a gathering of major central bank leaders, for clues from Fed Chair Jerome Powell regarding the expected pace of recovery and the timeline for policy tightening.</p>\n<p>\"We’ve seen times in history where the Jackson Hole Symposium has drawn a lot of eyeballs but this year more so,\" Keator added. \"The Fed might use this opportunity to communicate what their plan is going forward.\"</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 222.15 points, or 0.64%, to 35,116.27, the S&amp;P 500 gained 35.79 points, or 0.81%, to 4,441.59 and the Nasdaq Composite&nbsp;added 169.95 points, or 1.17%, to 14,711.73.</p>\n<p>All 11 major sectors of the S&amp;P 500 ended the session higher.</p>\n<p>Second-quarter reporting season has essentially run its course, with 476 of the companies in the S&amp;P 500 having posted results. Of those, 87.4% have beaten consensus, according to Refinitiv data.</p>\n<p>Farm and construction equipment manufacturer Deere &amp; Co&nbsp;beat quarterly profit expectations and raised its full year guidance due to robust demand . Still, its shares lost ground.</p>\n<p>Bristol-Myers Squibb advanced after the U.S. Food and Drug Administration approved the drugmaker's cancer drug Opdivo.</p>\n<p>U.S.-listed shares of China-based tech-related companies oscillated as market participants digested recent sell-offs resulting from Beijing's ongoing regulatory crackdown, which has wiped half a trillion dollars from Chinese markets this week.</p>\n<p>(Reporting by Stephen Culp; Additional reporting by Devik Jain and Medha Singh in Bengaluru; Editing by Aurora Ellis)</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>Wall Street rallies as Fed jitters ease, but posts weekly loss</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; 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}\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\">\nWall Street rallies as Fed jitters ease, but posts weekly loss\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\">2021-08-21 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Aug 20 (Reuters) - Wall Street rallied to close sharply higher at the close of a tumultuous week on waning concerns over whether the U.S. Federal Reserve could begin tightening its dovish monetary policy sooner than expected.</p>\n<p>While all three major U.S. indexes ended solidly green, all posted weekly losses after a steep mid-week sell-off pulled the S&amp;P 500 and the Dow away from a string of record closing highs.</p>\n<p>\"Towards the beginning of the week you saw traders balancing their books ahead of the Fed statement,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"And once the statement came out, you saw a bit of 'sell the rumor buy the news.'\"</p>\n<p>Market-leading tech and tech-adjacent megacaps, which weathered the pandemic recession better than most, once again provided the biggest boost.</p>\n<p>Growth stocks were also given a boost by U.S. Treasury yields, which ended the week lower due to concerns the health crisis could be a longer than expected hindrance to economic revival.</p>\n<p>Announcements from a host of Asian nations that they are implementing drastic measures to curb the resurgence of COVID-19 due to the rise of the disease's highly contagious Delta variant, put a damper on stocks associated with economic re-engagement.</p>\n<p>Mixed economic data from the U.S. and China suggested the ongoing recovery from the most abrupt recession on record has passed its peak and lost some momentum.</p>\n<p>Market participants now look to next week's Jackson Hole Symposium, a gathering of major central bank leaders, for clues from Fed Chair Jerome Powell regarding the expected pace of recovery and the timeline for policy tightening.</p>\n<p>\"We’ve seen times in history where the Jackson Hole Symposium has drawn a lot of eyeballs but this year more so,\" Keator added. \"The Fed might use this opportunity to communicate what their plan is going forward.\"</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 222.15 points, or 0.64%, to 35,116.27, the S&amp;P 500 gained 35.79 points, or 0.81%, to 4,441.59 and the Nasdaq Composite&nbsp;added 169.95 points, or 1.17%, to 14,711.73.</p>\n<p>All 11 major sectors of the S&amp;P 500 ended the session higher.</p>\n<p>Second-quarter reporting season has essentially run its course, with 476 of the companies in the S&amp;P 500 having posted results. Of those, 87.4% have beaten consensus, according to Refinitiv data.</p>\n<p>Farm and construction equipment manufacturer Deere &amp; Co&nbsp;beat quarterly profit expectations and raised its full year guidance due to robust demand . Still, its shares lost ground.</p>\n<p>Bristol-Myers Squibb advanced after the U.S. Food and Drug Administration approved the drugmaker's cancer drug Opdivo.</p>\n<p>U.S.-listed shares of China-based tech-related companies oscillated as market participants digested recent sell-offs resulting from Beijing's ongoing regulatory crackdown, which has wiped half a trillion dollars from Chinese markets this week.</p>\n<p>(Reporting by Stephen Culp; Additional reporting by Devik Jain and Medha Singh in Bengaluru; Editing by Aurora Ellis)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","OEX":"标普100",".SPX":"S&P 500 Index","SH":"标普500反向ETF","DOG":"道指反向ETF","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","SSO":"两倍做多标普500ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","DJX":"1/100道琼斯","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","DXD":"道指两倍做空ETF","SDS":"两倍做空标普500ETF","DDM":"道指两倍做多ETF","QQQ":"纳指100ETF","QID":"纳指两倍做空ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161743232","content_text":"NEW YORK, Aug 20 (Reuters) - Wall Street rallied to close sharply higher at the close of a tumultuous week on waning concerns over whether the U.S. Federal Reserve could begin tightening its dovish monetary policy sooner than expected.\nWhile all three major U.S. indexes ended solidly green, all posted weekly losses after a steep mid-week sell-off pulled the S&P 500 and the Dow away from a string of record closing highs.\n\"Towards the beginning of the week you saw traders balancing their books ahead of the Fed statement,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"And once the statement came out, you saw a bit of 'sell the rumor buy the news.'\"\nMarket-leading tech and tech-adjacent megacaps, which weathered the pandemic recession better than most, once again provided the biggest boost.\nGrowth stocks were also given a boost by U.S. Treasury yields, which ended the week lower due to concerns the health crisis could be a longer than expected hindrance to economic revival.\nAnnouncements from a host of Asian nations that they are implementing drastic measures to curb the resurgence of COVID-19 due to the rise of the disease's highly contagious Delta variant, put a damper on stocks associated with economic re-engagement.\nMixed economic data from the U.S. and China suggested the ongoing recovery from the most abrupt recession on record has passed its peak and lost some momentum.\nMarket participants now look to next week's Jackson Hole Symposium, a gathering of major central bank leaders, for clues from Fed Chair Jerome Powell regarding the expected pace of recovery and the timeline for policy tightening.\n\"We’ve seen times in history where the Jackson Hole Symposium has drawn a lot of eyeballs but this year more so,\" Keator added. \"The Fed might use this opportunity to communicate what their plan is going forward.\"\nUnofficially, the Dow Jones Industrial Average rose 222.15 points, or 0.64%, to 35,116.27, the S&P 500 gained 35.79 points, or 0.81%, to 4,441.59 and the Nasdaq Composite added 169.95 points, or 1.17%, to 14,711.73.\nAll 11 major sectors of the S&P 500 ended the session higher.\nSecond-quarter reporting season has essentially run its course, with 476 of the companies in the S&P 500 having posted results. Of those, 87.4% have beaten consensus, according to Refinitiv data.\nFarm and construction equipment manufacturer Deere & Co beat quarterly profit expectations and raised its full year guidance due to robust demand . Still, its shares lost ground.\nBristol-Myers Squibb advanced after the U.S. Food and Drug Administration approved the drugmaker's cancer drug Opdivo.\nU.S.-listed shares of China-based tech-related companies oscillated as market participants digested recent sell-offs resulting from Beijing's ongoing regulatory crackdown, which has wiped half a trillion dollars from Chinese markets this week.\n(Reporting by Stephen Culp; Additional reporting by Devik Jain and Medha Singh in Bengaluru; Editing by Aurora Ellis)","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898043766,"gmtCreate":1628465088955,"gmtModify":1703506349306,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Time to sell...","listText":"Time to sell...","text":"Time to sell...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/898043766","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137928086,"gmtCreate":1622287715245,"gmtModify":1704182721891,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Please comment and likes please ?","listText":"Please comment and likes please ?","text":"Please comment and likes please ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/137928086","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://ttm.financial/m/news/2138948877?lang=&edition=fundamental","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</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>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – 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\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194643089,"gmtCreate":1621379969241,"gmtModify":1704356543414,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Please comment back and like. Thanks.","listText":"Please comment back and like. Thanks.","text":"Please comment back and like. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/194643089","repostId":"2136999458","repostType":4,"repost":{"id":"2136999458","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":1621372003,"share":"https://ttm.financial/m/news/2136999458?lang=&edition=fundamental","pubTime":"2021-05-19 05:06","market":"us","language":"en","title":"Wall Street closes lower on weak telecom stocks despite strong retail earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2136999458","media":"Reuters","summary":"May 18 (Reuters) - U.S. stocks ended down on Tuesday, slumping on a sharp decline in telecom stocks ","content":"<p>May 18 (Reuters) - U.S. stocks ended down on Tuesday, slumping on a sharp decline in telecom stocks and weak housing starts data that overshadowed better-than-expected earnings from Walmart and Home Depot.</p><p>AT&amp;T Inc&nbsp;shed 5.8%, among the biggest percentage decliners in the benchmark S&amp;P 500. It extended declines from Monday, when the telecoms firm said it would cut its dividend payout ratio as a result of its $43 billion media asset deal with Discovery Inc   .</p><p>T-Mobile&nbsp;and Verizon Communications    also dropped 3.71% and 1.31%.</p><p>Eight of 11 major S&amp;P sectors ended the session in the red,  with Energy    and Industrials    having largest percentage decline, according to Refinitiv data. Utilities were basically flat.</p><p>The three main indexes opened higher after Walmart, the world's biggest retailer   , raised its full-year earnings forecast and Home Depot    reported quarterly same-store sales above estimates.</p><p>\"Those are both emblematic of strength in the corporate sector and also of the consumer. I mean, you can't have Walmart and Home Depot have blowout earnings without the consumer really stepping up spending stimulus checks, adopting ecommerce, as well as getting back into stores\", said Ross Mayfield, investment strategist at Baird in Louisville, Kentucky. \"And a lot of the bull thesis for the market right now is still built on a really strong reopening of the economy.\"</p><p>Despite its strong results, Home Depot's shares went down 1.02%, under pressure due to the lack of a solid outlook and the housing data.</p><p>Latest data showed U.S. homebuilding fell more than expected in April, likely pulled down by soaring prices for lumber and other materials.</p><p>Minutes from the Fed's April policy meeting will be parsed on Wednesday for the central bank's view of the economy.</p><p>\"The market is bracing for a transition,\" said Quincy Krosby, chief market strategist at Prudential Financial in Newark, New Jersey. \"So there's a little bit of de-risking going on.\"</p><p>Wall Street has been volatile in recent days, with investors worried that an overheating economy could prompt the Federal Reserve to rein in its monetary support following a spike in volatility last week after strong inflation readings.</p><p>The Dow Jones Industrial Average    fell 267.13 points, or 0.78%, to 34,060.66, the S&amp;P 500    lost 35.46 points, or 0.85%, to 4,127.83 and the Nasdaq Composite    dropped 75.41 points, or 0.56%, to 13,303.64.</p><p>Fund managers recently trimmed their overweight positions on technology stocks to a three-year low as inflation worries left growth stocks vulnerable to a pullback, and turned overweight on UK stocks for the first time in seven years, a survey from Bank of America showed.</p><p>Volume on U.S. exchanges was 10.01 billion shares, compared with the 10.48 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.09-to-1 ratio; on Nasdaq, a 1.07-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 43 new 52-week highs and no new lows; the Nasdaq Composite recorded 105 new highs and 50 new lows.</p><p><b><i>Financial</i></b><b>&nbsp;</b><b><i>Report</i></b></p><p><a href=\"https://laohu8.com/NW/2136994595\" target=\"_blank\">Take-Two stock rises following earnings beat</a></p><p><a href=\"https://laohu8.com/NW/2136994482\" target=\"_blank\">Trip.com rises 6% as first quarter brings surprise profit, revenue turnaround</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street closes lower on weak telecom stocks despite strong retail earnings</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\">\nWall Street closes lower on weak telecom stocks despite strong retail earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-19 05:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>May 18 (Reuters) - U.S. stocks ended down on Tuesday, slumping on a sharp decline in telecom stocks and weak housing starts data that overshadowed better-than-expected earnings from Walmart and Home Depot.</p><p>AT&amp;T Inc&nbsp;shed 5.8%, among the biggest percentage decliners in the benchmark S&amp;P 500. It extended declines from Monday, when the telecoms firm said it would cut its dividend payout ratio as a result of its $43 billion media asset deal with Discovery Inc   .</p><p>T-Mobile&nbsp;and Verizon Communications    also dropped 3.71% and 1.31%.</p><p>Eight of 11 major S&amp;P sectors ended the session in the red,  with Energy    and Industrials    having largest percentage decline, according to Refinitiv data. Utilities were basically flat.</p><p>The three main indexes opened higher after Walmart, the world's biggest retailer   , raised its full-year earnings forecast and Home Depot    reported quarterly same-store sales above estimates.</p><p>\"Those are both emblematic of strength in the corporate sector and also of the consumer. I mean, you can't have Walmart and Home Depot have blowout earnings without the consumer really stepping up spending stimulus checks, adopting ecommerce, as well as getting back into stores\", said Ross Mayfield, investment strategist at Baird in Louisville, Kentucky. \"And a lot of the bull thesis for the market right now is still built on a really strong reopening of the economy.\"</p><p>Despite its strong results, Home Depot's shares went down 1.02%, under pressure due to the lack of a solid outlook and the housing data.</p><p>Latest data showed U.S. homebuilding fell more than expected in April, likely pulled down by soaring prices for lumber and other materials.</p><p>Minutes from the Fed's April policy meeting will be parsed on Wednesday for the central bank's view of the economy.</p><p>\"The market is bracing for a transition,\" said Quincy Krosby, chief market strategist at Prudential Financial in Newark, New Jersey. \"So there's a little bit of de-risking going on.\"</p><p>Wall Street has been volatile in recent days, with investors worried that an overheating economy could prompt the Federal Reserve to rein in its monetary support following a spike in volatility last week after strong inflation readings.</p><p>The Dow Jones Industrial Average    fell 267.13 points, or 0.78%, to 34,060.66, the S&amp;P 500    lost 35.46 points, or 0.85%, to 4,127.83 and the Nasdaq Composite    dropped 75.41 points, or 0.56%, to 13,303.64.</p><p>Fund managers recently trimmed their overweight positions on technology stocks to a three-year low as inflation worries left growth stocks vulnerable to a pullback, and turned overweight on UK stocks for the first time in seven years, a survey from Bank of America showed.</p><p>Volume on U.S. exchanges was 10.01 billion shares, compared with the 10.48 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.09-to-1 ratio; on Nasdaq, a 1.07-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 43 new 52-week highs and no new lows; the Nasdaq Composite recorded 105 new highs and 50 new lows.</p><p><b><i>Financial</i></b><b>&nbsp;</b><b><i>Report</i></b></p><p><a href=\"https://laohu8.com/NW/2136994595\" target=\"_blank\">Take-Two stock rises following earnings beat</a></p><p><a href=\"https://laohu8.com/NW/2136994482\" target=\"_blank\">Trip.com rises 6% as first quarter brings surprise profit, revenue turnaround</a></p>\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"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136999458","content_text":"May 18 (Reuters) - U.S. stocks ended down on Tuesday, slumping on a sharp decline in telecom stocks and weak housing starts data that overshadowed better-than-expected earnings from Walmart and Home Depot.AT&T Inc shed 5.8%, among the biggest percentage decliners in the benchmark S&P 500. It extended declines from Monday, when the telecoms firm said it would cut its dividend payout ratio as a result of its $43 billion media asset deal with Discovery Inc   .T-Mobile and Verizon Communications    also dropped 3.71% and 1.31%.Eight of 11 major S&P sectors ended the session in the red,  with Energy    and Industrials    having largest percentage decline, according to Refinitiv data. Utilities were basically flat.The three main indexes opened higher after Walmart, the world's biggest retailer   , raised its full-year earnings forecast and Home Depot    reported quarterly same-store sales above estimates.\"Those are both emblematic of strength in the corporate sector and also of the consumer. I mean, you can't have Walmart and Home Depot have blowout earnings without the consumer really stepping up spending stimulus checks, adopting ecommerce, as well as getting back into stores\", said Ross Mayfield, investment strategist at Baird in Louisville, Kentucky. \"And a lot of the bull thesis for the market right now is still built on a really strong reopening of the economy.\"Despite its strong results, Home Depot's shares went down 1.02%, under pressure due to the lack of a solid outlook and the housing data.Latest data showed U.S. homebuilding fell more than expected in April, likely pulled down by soaring prices for lumber and other materials.Minutes from the Fed's April policy meeting will be parsed on Wednesday for the central bank's view of the economy.\"The market is bracing for a transition,\" said Quincy Krosby, chief market strategist at Prudential Financial in Newark, New Jersey. \"So there's a little bit of de-risking going on.\"Wall Street has been volatile in recent days, with investors worried that an overheating economy could prompt the Federal Reserve to rein in its monetary support following a spike in volatility last week after strong inflation readings.The Dow Jones Industrial Average    fell 267.13 points, or 0.78%, to 34,060.66, the S&P 500    lost 35.46 points, or 0.85%, to 4,127.83 and the Nasdaq Composite    dropped 75.41 points, or 0.56%, to 13,303.64.Fund managers recently trimmed their overweight positions on technology stocks to a three-year low as inflation worries left growth stocks vulnerable to a pullback, and turned overweight on UK stocks for the first time in seven years, a survey from Bank of America showed.Volume on U.S. exchanges was 10.01 billion shares, compared with the 10.48 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.09-to-1 ratio; on Nasdaq, a 1.07-to-1 ratio favored advancers.The S&P 500 posted 43 new 52-week highs and no new lows; the Nasdaq Composite recorded 105 new highs and 50 new lows.Financial ReportTake-Two stock rises following earnings beatTrip.com rises 6% as first quarter brings surprise profit, revenue turnaround","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576260758860416","authorId":"3576260758860416","name":"andrew123","avatar":"https://community-static.tradeup.com/news/f2a1eaba26272212d42018e60e78b422","crmLevel":5,"crmLevelSwitch":0,"idStr":"3576260758860416","authorIdStr":"3576260758860416"},"content":"like yrs u like mine. ok?","text":"like yrs u like mine. ok?","html":"like yrs u like mine. ok?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092221166,"gmtCreate":1644636221176,"gmtModify":1676533949693,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Good💥💯","listText":"Good💥💯","text":"Good💥💯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092221166","repostId":"1167381325","repostType":4,"repost":{"id":"1167381325","kind":"news","pubTimestamp":1644625609,"share":"https://ttm.financial/m/news/1167381325?lang=&edition=fundamental","pubTime":"2022-02-12 08:26","market":"us","language":"en","title":"US IPO Week Ahead: More micro-caps amid the IPO market’s February lull","url":"https://stock-news.laohu8.com/highlight/detail?id=1167381325","media":"renaissancecap...","summary":"The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the","content":"<html><head></head><body><p>The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the week ahead, though some small issuers and SPACs may join the calendar during the week.</p><p>Preclinical biotech <b>Ocean Biomedical</b>(OCEA) plans to raise $22 million at a $222 million market cap. The company’s preclinical pipeline includes various humanized mAbs for non-small cell lung cancer and glioblastoma multiforme, a small molecule for the treatment of Idiopathic Pulmonary Fibrosis, a malaria vaccine, and two malaria therapeutics.</p><p>Bedding brand <b>Cariloha</b>(ALOHA) plans to raise $20 million at a $122 million market cap. The company positions itself as an eco-friendly alternative to traditional fabrics, and largely reaches customers through partnerships with cruise lines. Cariloha’s sales fell 30% in 2020 due to the pandemic, though it has since ramped up S&amp;M initiatives in the DTC channel. The company cut its deal size by 33% on Friday.</p><p><img src=\"https://static.tigerbbs.com/03fc45f9eafede36a0eb28d36cd5ab7b\" tg-width=\"1555\" tg-height=\"383\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"lsy1619493174116","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>US IPO Week Ahead: More micro-caps amid the IPO market’s February lull</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\">\nUS IPO Week Ahead: More micro-caps amid the IPO market’s February lull\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-12 08:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/90918/US-IPO-Week-Ahead-More-micro-caps-amid-the-IPO-market%E2%80%99s-February-lull><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the week ahead, though some small issuers and SPACs may join the calendar during the week.Preclinical ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/90918/US-IPO-Week-Ahead-More-micro-caps-amid-the-IPO-market%E2%80%99s-February-lull\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IPO":"Renaissance IPO ETF"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/90918/US-IPO-Week-Ahead-More-micro-caps-amid-the-IPO-market%E2%80%99s-February-lull","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167381325","content_text":"The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the week ahead, though some small issuers and SPACs may join the calendar during the week.Preclinical biotech Ocean Biomedical(OCEA) plans to raise $22 million at a $222 million market cap. The company’s preclinical pipeline includes various humanized mAbs for non-small cell lung cancer and glioblastoma multiforme, a small molecule for the treatment of Idiopathic Pulmonary Fibrosis, a malaria vaccine, and two malaria therapeutics.Bedding brand Cariloha(ALOHA) plans to raise $20 million at a $122 million market cap. The company positions itself as an eco-friendly alternative to traditional fabrics, and largely reaches customers through partnerships with cruise lines. Cariloha’s sales fell 30% in 2020 due to the pandemic, though it has since ramped up S&M initiatives in the DTC channel. The company cut its deal size by 33% on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835025916,"gmtCreate":1629681708835,"gmtModify":1676530095556,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Wow...pay towards this way please...","listText":"Wow...pay towards this way please...","text":"Wow...pay towards this way please...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/835025916","repostId":"2161740192","repostType":4,"repost":{"id":"2161740192","kind":"news","pubTimestamp":1629679920,"share":"https://ttm.financial/m/news/2161740192?lang=&edition=fundamental","pubTime":"2021-08-23 08:52","market":"us","language":"en","title":"Dividends Roar Back With Janus Predicting Near-Record Payouts","url":"https://stock-news.laohu8.com/highlight/detail?id=2161740192","media":"Bloomberg","summary":"(Bloomberg) -- Global companies are so flush with cash that they’re racing to bring back dividends, ","content":"<p>(Bloomberg) -- Global companies are so flush with cash that they’re racing to bring back dividends, according to a global study by Janus Henderson Investors.</p>\n<p>Payouts are expected to reach $1.39 trillion this year, the second-highest total ever, wrote income money managers led by Ben Lofthouse. Janus said it’s likely that dividends will hit pre-pandemic highs within 12 months.</p>\n<p>“The corporate world is awash with liquidity and the financial system is robust,” client portfolio manager Jane Shoemake said.</p>\n<p>The money manager said the pandemic did less damage to corporate profits than they expected. Companies are able to ramp up dividend payments because they adapted to the difficulties of the pandemic and were supported by open credit markets and government aid programs, according to Janus.</p>\n<p>Mining companies, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the biggest dividends payers, are also riding the resurgence in commodity prices. Half of restored payouts in Europe were from banks, Janus said.</p>\n<p>“Companies have used their financial flexibility to bolster their balance sheets,” Janus said. “This has given them substantial financial firepower as the world recovers.”</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dividends Roar Back With Janus Predicting Near-Record Payouts</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\">\nDividends Roar Back With Janus Predicting Near-Record Payouts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/dividends-roar-back-janus-predicting-230100997.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Global companies are so flush with cash that they’re racing to bring back dividends, according to a global study by Janus Henderson Investors.\nPayouts are expected to reach $1.39 ...</p>\n\n<a href=\"https://finance.yahoo.com/news/dividends-roar-back-janus-predicting-230100997.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JHG.AU":"Janus Henderson DRC","JHG":"骏利亨德森集团"},"source_url":"https://finance.yahoo.com/news/dividends-roar-back-janus-predicting-230100997.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2161740192","content_text":"(Bloomberg) -- Global companies are so flush with cash that they’re racing to bring back dividends, according to a global study by Janus Henderson Investors.\nPayouts are expected to reach $1.39 trillion this year, the second-highest total ever, wrote income money managers led by Ben Lofthouse. Janus said it’s likely that dividends will hit pre-pandemic highs within 12 months.\n“The corporate world is awash with liquidity and the financial system is robust,” client portfolio manager Jane Shoemake said.\nThe money manager said the pandemic did less damage to corporate profits than they expected. Companies are able to ramp up dividend payments because they adapted to the difficulties of the pandemic and were supported by open credit markets and government aid programs, according to Janus.\nMining companies, one of the biggest dividends payers, are also riding the resurgence in commodity prices. Half of restored payouts in Europe were from banks, Janus said.\n“Companies have used their financial flexibility to bolster their balance sheets,” Janus said. “This has given them substantial financial firepower as the world recovers.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155219283,"gmtCreate":1625439187042,"gmtModify":1703741566953,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Please comment and likes ?","listText":"Please comment and likes ?","text":"Please comment and likes ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/155219283","repostId":"1189605893","repostType":4,"repost":{"id":"1189605893","kind":"news","pubTimestamp":1625363433,"share":"https://ttm.financial/m/news/1189605893?lang=&edition=fundamental","pubTime":"2021-07-04 09:50","market":"us","language":"en","title":"When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189605893","media":"Barron's","summary":"It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.Investors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&P 500—m","content":"<p>It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.</p>\n<p>Owning the Big Five—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Facebook(FB), andAlphabet’sGoogle (GOOGL)—has been lucrative: These companies have logged gains of 125% to 245% since the beginning of 2019. These stocks are widely held, not just by index investors, but also among all kinds of active fund managers—including those who don’t typically own growth companies.</p>\n<p>Together, the five companies account for almost 22% of theS&amp;P 500index. Of course, the Nifty Fifty stocks dominated the 1970s, and blue-chip stalwarts such asIBM(IBM) andAT&amp;T(T) ruled the 1980s. Those companies may have wielded even more influence over the broad economy than today’s biggest companies do, but the level of market concentration is higher now, and the Big Five’s impact on the broad market is much greater because of their size, according to Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices. Apple and Microsoft are the first U.S. stocks whose market values have soared past $2 trillion. Though it has slipped a bit this year, Apple hit peak concentration for a single stock in the S&amp;P 500 last year at about 7%, higher than IBM’s in its heyday.</p>\n<p>There are signs that investor appetite for risk is waning, which could hurt the prospects for the growth of Big Tech. There has beena selloff in speculative cornersof the market, such as cryptocurrencies and special purpose acquisition companies, better known as SPACs. And, of course, there is therising consternationabout both inflation andinterest ratesmoving higher. If the Big Fiveslow downor tumble, the entire market—including all index investors—will feel it. If these stocks decline by 10%, for instance, in order for the S&amp;P 500 to keep trading flat, the bottom 100 stocks in the index would have to rise by a collective 75%, according toGoldman Sachs.This dynamic explains why narrow market breadth has often preceded big losses.</p>\n<p><b>When Less May Be More</b></p>\n<p>These funds are more diversified than the S&amp;P 500, and could be more resilient if the tech megacaps stumble.</p>\n<p><img src=\"https://static.tigerbbs.com/d308adf067ef3205da5f7c1bddb75e77\" tg-width=\"697\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p>Investors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&amp;P 500—more than the energy, real estate, materials, or utilities sectors. Amazon hasn’t hit an all-time high this year, and has underperformed the S&amp;P 500 by 25 percentage points since September 2020 amid questions about the company’s e-commerce growth. Add in regulatory pressure, which could make the path ahead for these companies rockier, such as a House panel’s approval of sweeping legislation last month that could curb the dominance of companies like Google and Facebook.</p>\n<p>A global recovery could also make the Big Five stocks less special. “The story line with megacap tech stocks has been that economic growth has been hard to find and rates so low that you wanted to own powerful growth stocks,” says Scott Opsal, director of research at Leuthold Group. “But for those who think the economy has room to run, you don’t have to pay up for the growth that investors were willing to pay for in 2018 or 2019.” For Opsal, the changing backdrop is reason for a barbell approach, owning some of the technology winners but also diversifying into a wider array of more value-oriented and smaller stocks.</p>\n<p>With the market so concentrated in a handful of megacap tech stocks, Opsal says that investors may want the type of funds that do what the fund consultants advise against: be willing to drift out of their lane, and be willing to not fit neatly into a growth or value category.</p>\n<p>It isn’t easy finding good fund managers with the acumen to pick the right stocks beyond the other 495, the grit to avoid the crowd, and the track record that demonstrates to investors that they can be different and correct. Performance doesn’t look all that great for managers whose wariness led them to own less of the technology darlings that drove the market to highs over the past several years. And the decision to not own any—or even just less—of these companies sometimes pushed managers out of theirMorningstarcategory into areas like large-cap blend.</p>\n<p>High active share has often been a go-to gauge for finding fund managers who look different than their benchmarks. That’s a good place to start, but different doesn’t always lead to outperformance, so Morningstar strategist Alec Lucas recommends understanding what is in the managers’ portfolios and the thinking behind the picks—as well as when they buy or sell the stocks.</p>\n<p><i>Barron’s</i>looked for large-cap growth-oriented managers that don’t usually stick too close to an index and have long, and strong, track records. We turned up both diversified and concentrated funds; some didn’t own any of the Big Five, while some owned a bit, albeit less than their peers. All may offer investors a way to tweak rather than overhaul their portfolios, giving them some more diversification while still tapping into large, growing companies.</p>\n<p><b>A Concentrated Approach</b></p>\n<p>The Akre Focus fund (AKREX) falls into the concentrated bucket. It owns about 20 well-managed companies that the managers, John Neff and Chris Cerrone, think are superior businesses and adept at reinvesting in the companies. The fund has just a 4% turnover, so it holds on to its investments for years. That has been a winning long-term strategy: Akre Focus has an 18% average annual return over the past decade, beating 84% of its peers.</p>\n<p>The past few years have been tough, though: The fund hasn’t owned the Big Five, and has just 13% of its assets in any kind of technology company, whereas most of its peers have close to a third in tech. It has averaged 22% annually over the past three years; not too shabby on an absolute basis, but landing it midpack among competitors. The managers are resolute in finding growth elsewhere. “They are tremendous businesses, but how many more times can they double in value, given their current size? Maybe many times, but it’s an important question,” says Neff. “We’ve generally focused on smaller businesses with ostensibly longer runways with which to compound.”</p>\n<p>The tech investments that the managers have made are largely in software companies like Constellation Software (CSU.Canada),Adobe(ADBE), andCoStar Group(CSGP) that have long paths to growth ahead of them as more companies rely on their products. The fund also looks for companies with the type of “network effect” that makes Google and Amazon attractive—the business model gets stronger as more people use it, and makes the company that much harder to replace. Top holdings like Mastercard (MA) andVisa(V) fit that description.</p>\n<p>Many of the companies the duo favors are positioned to hold up, stand out, or even benefit from difficult times, like auto-parts retailerO’Reilly Automotive(ORLY), which recently reported its best comparable same-store sales in 25 years. Given the market backdrop, co-manager Cerrone says they aren’t finding that many bargains today—and they are willing to hold cash if that continues. Today, cash sits at just 2%. “We frankly wish we had more cash than we do today,” Cerrone says. “We’re not bearish, but we think we will be presented with better opportunities.”</p>\n<p><b>Underappreciated Growth</b></p>\n<p>The $10.1 billionPrimecap Odyssey Growthfund (POGRX) hunts for companies with above-average earnings growth, but not one of the Big Five tech stocks can be spotted in their top 10 holdings.</p>\n<p>That underweight has been painful; the fund’s 19.6% annual average return over the past five years puts it in the bottom third of large growth funds. But the managers’ willingness to stick with companies with above-average growth for the long haul, often adding to their shares in downturns, wins them fans.</p>\n<p>The fund’s managers are investing in some of the broad trends driving the Big Five—like e-commerce and cloud computing—but doing it differently, says Morningstar’s Lucas. For example, the fund owns Alibaba Group Holding (BABA) instead of Amazon, opting for China’s version of an e-commerce and cloud-computing giant that also trades at a meaningful discount to the U.S. company, Lucas says. Primecap declined to comment.</p>\n<p>About 18% of the fund is invested outside the U.S. and its average price/earnings ratio is 20, cheaper than the 29 for the large growth category, according to Morningstar. Though the fund isn’t concentrated in the Big Five tech stocks, it has double the stake in healthcare, almost 30% of assets, than other large growth funds. Its top 10 positions includeEli Lilly(LLY),Biogen(BIIB),Abiomed(ABMD), andAmgen(AMGN).</p>\n<p><b>Lean Profit Machines</b></p>\n<p>The $10.3 billionJensen Quality Growth(JENSX) focuses on companies that generate 15% return on equity for 10 consecutive years—a metric that co-manager Eric Schoenstein sees as a gauge forfoundational excellenceand fortress-like competitive advantages. Amazon and Facebook don’t make the cut. Alphabet, Microsoft, and Apple rank among the top holdings, but Schoenstein holds roughly a third less than in the Russell 1000 Growth index. Schoenstein says he is trying to be conscious of the risk of concentration if the momentum trade reverts or regulation puts a target on these companies’ backs.</p>\n<p>Schoenstein’s caution and a focus on quality companies have pushed the fund toward the bottom decile of the large blend Morningstar category year to date, with a return of 11.6%. But the fund’s 17.3% average return over the past five years puts it in the top 35% of large-blend funds tracked by Morningstar. Plus, the fund’s risk-adjusted, long-term performance stands out, losing about 77% as much as the S&amp;P 500 and Russell 1000 Growth indexes when stocks have fallen since Schoenstein began co-managing the fund in 2004, according to Morningstar.</p>\n<p>Lately, Schoenstein has been adding to quality stocks that may not be growing as fast but are more attractively priced as investors have left them behind, such asStarbucks(SBUX)—a stock that had been too pricey until the pandemic hit. “What better business is there to be in than branded addiction?” Schoenstein asks.</p>\n<p>While offices in New York City may not get to 100% occupancy, Schoenstein sees hybrid work situations continuing to drive business to Starbucks, potentially with fewer customers but higher sales, as one person buys for multiple people. The company is also closing stores to become more efficient and moving more toward quick-serve and grab-and-go in some locations rather than an all-day café experience.</p>\n<p><img src=\"https://static.tigerbbs.com/81aeb359e30f7394a363f00feb8ce0cf\" tg-width=\"707\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n<p>Insurance is another area that Schoenstein has been adding to, with companies like Marsh &amp; McLennan (MMC), which is dominant in multiple businesses—insurance brokerage, health benefits, and retirement asset management with Mercer. Switching costs are high in the world of insurance, and the company benefits from new trends in cybersecurity and data privacy, as well.</p>\n<p>Another recent purchase: Data-analytics providerVerisk Analytics(VRSK), which serves property and casualty insurers and gets about 80% of its revenue from subscriptions and long-term agreements. The company helps take raw data and analyze it to help insurers, for example, underwrite policies. Says Schoenstein: “Some recovery is still needed because business has struggled over the past year, with business failures and companies putting [projects] on hold. So, it’s a small position, but I think about companies that are super-entrenched with their customers.”</p>\n<p><b>Multiple Managers</b></p>\n<p>Unlike the Jensen and Akre funds, which typically own 20 to 30 stocks, the $87 billionAmerican Funds Amcapfund (AMCPX) is well diversified, with more than 200 holdings, as managers hunt for the best ideas regardless of size.Abbott Laboratories(ABT),Broadcom(AVGO),EOG Resources(EOG), and Mastercard are top holdings along with four of the megacap tech quintuplets.</p>\n<p>But the fund is valuation-sensitive, and its allocation to the Big Five is lower than other growth managers, hurting its performance over the past five years; its average annual return of 17.3% puts it in the bottom decile of performance. For investors looking for diversification, the fund is a relatively cheap option—charging an expense ratio of 0.68%—that isn’t beholden to a benchmark and is run by multiple managers who can hunt for their highest-conviction ideas.</p>\n<p>Managers favor companies with strong competitive positioning, which can allow companies to boost prices and better weather near-term inflationary periods. While that includes a healthy helping of healthcare and technology stocks, managers have also gravitated toward cyclical growth companies, including semiconductor firms, travel-related companies, auto suppliers, retailers, and financials benefiting from secular growth as well as getting an additional boost from the Covid recovery.</p>\n<p>“It’s very consistent, and a good core fund with a lot of good stockpickers behind it,” says Russel Kinnel, Morningstar’s director of manager research. “You want a fund to have some good technology exposure because it’s a dynamic sector.”</p>\n<p><b>Growth on the Cheap</b></p>\n<p>The $357 million Cambiar Opportunity fund (CAMOX) is a concentrated fund that owns roughly 40 stocks. The fund looks for relative values among industry winners that boast strong long-term demand prospects and pricing power that differentiate it from some of its peers. The fund’s 16% average annual return over the past five years helped it beat 94% of its large-value peers.</p>\n<p>The fund holds Amazon, which it bought for the first time in early 2020 when the market wasn’t giving the e-commerce behemoth much value for its cloud business. It has been harder to own other megacap technology stocks, says Ania Aldrich, an investment principal at Cambiar. That’s in part because of their high valuations, but especially as exchange-traded funds continue to receive record-high inflows—$400 billion in the first half of 2021, versus $507 billion for all of last year, according to ETF.com—which contributes to the market concentration.</p>\n<p>Instead, the fund has focused on areas such as financials, including JPMorgan Chase (JPM) and Charles Schwab (SCHW), that can grow in this economic environment. Both would benefit from higher interest rates, but Aldrich says that wasn’t the reason to buy the stocks. Schwab, for example, is taking market share in wealth management, and its recent acquisition of Ameritrade gives it more heft and the ability to be more cost-efficient.</p>\n<p>Also attractive are companies that haven’t yet seen a full reopening of their businesses, like casino operatorPenn National Gaming(PENN), which Aldrich says is well positioned as states look for more revenue andallow online gambling, and food distributorSysco(SYY), which has yet to benefit from colleges and conferences getting back into full swing. While Sysco’s shares are up 43% in the past year, Aldrich sees more room for gains, noting that the company is a market leader and can take market share as smaller firms consolidate. Plus, it has pricing power to pass on higher commodity costs since it is a distributor.</p>\n<p>Another recent addition:Uber Technologies(UBER), which Aldrich says isn’t just a reopening beneficiary but also has increased the reach of its platform by moving into food delivery and opening the door to other services. “In the past, it was hard to outperform when you weren’t involved in the [concentrated stocks], but we see these trends as transitory. As growth normalizes, the value of other stocks should be recognized.”</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhen Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a...</p>\n\n<a href=\"https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189605893","content_text":"It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.\nOwning the Big Five—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Facebook(FB), andAlphabet’sGoogle (GOOGL)—has been lucrative: These companies have logged gains of 125% to 245% since the beginning of 2019. These stocks are widely held, not just by index investors, but also among all kinds of active fund managers—including those who don’t typically own growth companies.\nTogether, the five companies account for almost 22% of theS&P 500index. Of course, the Nifty Fifty stocks dominated the 1970s, and blue-chip stalwarts such asIBM(IBM) andAT&T(T) ruled the 1980s. Those companies may have wielded even more influence over the broad economy than today’s biggest companies do, but the level of market concentration is higher now, and the Big Five’s impact on the broad market is much greater because of their size, according to Howard Silverblatt, senior index analyst at S&P Dow Jones Indices. Apple and Microsoft are the first U.S. stocks whose market values have soared past $2 trillion. Though it has slipped a bit this year, Apple hit peak concentration for a single stock in the S&P 500 last year at about 7%, higher than IBM’s in its heyday.\nThere are signs that investor appetite for risk is waning, which could hurt the prospects for the growth of Big Tech. There has beena selloff in speculative cornersof the market, such as cryptocurrencies and special purpose acquisition companies, better known as SPACs. And, of course, there is therising consternationabout both inflation andinterest ratesmoving higher. If the Big Fiveslow downor tumble, the entire market—including all index investors—will feel it. If these stocks decline by 10%, for instance, in order for the S&P 500 to keep trading flat, the bottom 100 stocks in the index would have to rise by a collective 75%, according toGoldman Sachs.This dynamic explains why narrow market breadth has often preceded big losses.\nWhen Less May Be More\nThese funds are more diversified than the S&P 500, and could be more resilient if the tech megacaps stumble.\n\nInvestors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&P 500—more than the energy, real estate, materials, or utilities sectors. Amazon hasn’t hit an all-time high this year, and has underperformed the S&P 500 by 25 percentage points since September 2020 amid questions about the company’s e-commerce growth. Add in regulatory pressure, which could make the path ahead for these companies rockier, such as a House panel’s approval of sweeping legislation last month that could curb the dominance of companies like Google and Facebook.\nA global recovery could also make the Big Five stocks less special. “The story line with megacap tech stocks has been that economic growth has been hard to find and rates so low that you wanted to own powerful growth stocks,” says Scott Opsal, director of research at Leuthold Group. “But for those who think the economy has room to run, you don’t have to pay up for the growth that investors were willing to pay for in 2018 or 2019.” For Opsal, the changing backdrop is reason for a barbell approach, owning some of the technology winners but also diversifying into a wider array of more value-oriented and smaller stocks.\nWith the market so concentrated in a handful of megacap tech stocks, Opsal says that investors may want the type of funds that do what the fund consultants advise against: be willing to drift out of their lane, and be willing to not fit neatly into a growth or value category.\nIt isn’t easy finding good fund managers with the acumen to pick the right stocks beyond the other 495, the grit to avoid the crowd, and the track record that demonstrates to investors that they can be different and correct. Performance doesn’t look all that great for managers whose wariness led them to own less of the technology darlings that drove the market to highs over the past several years. And the decision to not own any—or even just less—of these companies sometimes pushed managers out of theirMorningstarcategory into areas like large-cap blend.\nHigh active share has often been a go-to gauge for finding fund managers who look different than their benchmarks. That’s a good place to start, but different doesn’t always lead to outperformance, so Morningstar strategist Alec Lucas recommends understanding what is in the managers’ portfolios and the thinking behind the picks—as well as when they buy or sell the stocks.\nBarron’slooked for large-cap growth-oriented managers that don’t usually stick too close to an index and have long, and strong, track records. We turned up both diversified and concentrated funds; some didn’t own any of the Big Five, while some owned a bit, albeit less than their peers. All may offer investors a way to tweak rather than overhaul their portfolios, giving them some more diversification while still tapping into large, growing companies.\nA Concentrated Approach\nThe Akre Focus fund (AKREX) falls into the concentrated bucket. It owns about 20 well-managed companies that the managers, John Neff and Chris Cerrone, think are superior businesses and adept at reinvesting in the companies. The fund has just a 4% turnover, so it holds on to its investments for years. That has been a winning long-term strategy: Akre Focus has an 18% average annual return over the past decade, beating 84% of its peers.\nThe past few years have been tough, though: The fund hasn’t owned the Big Five, and has just 13% of its assets in any kind of technology company, whereas most of its peers have close to a third in tech. It has averaged 22% annually over the past three years; not too shabby on an absolute basis, but landing it midpack among competitors. The managers are resolute in finding growth elsewhere. “They are tremendous businesses, but how many more times can they double in value, given their current size? Maybe many times, but it’s an important question,” says Neff. “We’ve generally focused on smaller businesses with ostensibly longer runways with which to compound.”\nThe tech investments that the managers have made are largely in software companies like Constellation Software (CSU.Canada),Adobe(ADBE), andCoStar Group(CSGP) that have long paths to growth ahead of them as more companies rely on their products. The fund also looks for companies with the type of “network effect” that makes Google and Amazon attractive—the business model gets stronger as more people use it, and makes the company that much harder to replace. Top holdings like Mastercard (MA) andVisa(V) fit that description.\nMany of the companies the duo favors are positioned to hold up, stand out, or even benefit from difficult times, like auto-parts retailerO’Reilly Automotive(ORLY), which recently reported its best comparable same-store sales in 25 years. Given the market backdrop, co-manager Cerrone says they aren’t finding that many bargains today—and they are willing to hold cash if that continues. Today, cash sits at just 2%. “We frankly wish we had more cash than we do today,” Cerrone says. “We’re not bearish, but we think we will be presented with better opportunities.”\nUnderappreciated Growth\nThe $10.1 billionPrimecap Odyssey Growthfund (POGRX) hunts for companies with above-average earnings growth, but not one of the Big Five tech stocks can be spotted in their top 10 holdings.\nThat underweight has been painful; the fund’s 19.6% annual average return over the past five years puts it in the bottom third of large growth funds. But the managers’ willingness to stick with companies with above-average growth for the long haul, often adding to their shares in downturns, wins them fans.\nThe fund’s managers are investing in some of the broad trends driving the Big Five—like e-commerce and cloud computing—but doing it differently, says Morningstar’s Lucas. For example, the fund owns Alibaba Group Holding (BABA) instead of Amazon, opting for China’s version of an e-commerce and cloud-computing giant that also trades at a meaningful discount to the U.S. company, Lucas says. Primecap declined to comment.\nAbout 18% of the fund is invested outside the U.S. and its average price/earnings ratio is 20, cheaper than the 29 for the large growth category, according to Morningstar. Though the fund isn’t concentrated in the Big Five tech stocks, it has double the stake in healthcare, almost 30% of assets, than other large growth funds. Its top 10 positions includeEli Lilly(LLY),Biogen(BIIB),Abiomed(ABMD), andAmgen(AMGN).\nLean Profit Machines\nThe $10.3 billionJensen Quality Growth(JENSX) focuses on companies that generate 15% return on equity for 10 consecutive years—a metric that co-manager Eric Schoenstein sees as a gauge forfoundational excellenceand fortress-like competitive advantages. Amazon and Facebook don’t make the cut. Alphabet, Microsoft, and Apple rank among the top holdings, but Schoenstein holds roughly a third less than in the Russell 1000 Growth index. Schoenstein says he is trying to be conscious of the risk of concentration if the momentum trade reverts or regulation puts a target on these companies’ backs.\nSchoenstein’s caution and a focus on quality companies have pushed the fund toward the bottom decile of the large blend Morningstar category year to date, with a return of 11.6%. But the fund’s 17.3% average return over the past five years puts it in the top 35% of large-blend funds tracked by Morningstar. Plus, the fund’s risk-adjusted, long-term performance stands out, losing about 77% as much as the S&P 500 and Russell 1000 Growth indexes when stocks have fallen since Schoenstein began co-managing the fund in 2004, according to Morningstar.\nLately, Schoenstein has been adding to quality stocks that may not be growing as fast but are more attractively priced as investors have left them behind, such asStarbucks(SBUX)—a stock that had been too pricey until the pandemic hit. “What better business is there to be in than branded addiction?” Schoenstein asks.\nWhile offices in New York City may not get to 100% occupancy, Schoenstein sees hybrid work situations continuing to drive business to Starbucks, potentially with fewer customers but higher sales, as one person buys for multiple people. The company is also closing stores to become more efficient and moving more toward quick-serve and grab-and-go in some locations rather than an all-day café experience.\n\nInsurance is another area that Schoenstein has been adding to, with companies like Marsh & McLennan (MMC), which is dominant in multiple businesses—insurance brokerage, health benefits, and retirement asset management with Mercer. Switching costs are high in the world of insurance, and the company benefits from new trends in cybersecurity and data privacy, as well.\nAnother recent purchase: Data-analytics providerVerisk Analytics(VRSK), which serves property and casualty insurers and gets about 80% of its revenue from subscriptions and long-term agreements. The company helps take raw data and analyze it to help insurers, for example, underwrite policies. Says Schoenstein: “Some recovery is still needed because business has struggled over the past year, with business failures and companies putting [projects] on hold. So, it’s a small position, but I think about companies that are super-entrenched with their customers.”\nMultiple Managers\nUnlike the Jensen and Akre funds, which typically own 20 to 30 stocks, the $87 billionAmerican Funds Amcapfund (AMCPX) is well diversified, with more than 200 holdings, as managers hunt for the best ideas regardless of size.Abbott Laboratories(ABT),Broadcom(AVGO),EOG Resources(EOG), and Mastercard are top holdings along with four of the megacap tech quintuplets.\nBut the fund is valuation-sensitive, and its allocation to the Big Five is lower than other growth managers, hurting its performance over the past five years; its average annual return of 17.3% puts it in the bottom decile of performance. For investors looking for diversification, the fund is a relatively cheap option—charging an expense ratio of 0.68%—that isn’t beholden to a benchmark and is run by multiple managers who can hunt for their highest-conviction ideas.\nManagers favor companies with strong competitive positioning, which can allow companies to boost prices and better weather near-term inflationary periods. While that includes a healthy helping of healthcare and technology stocks, managers have also gravitated toward cyclical growth companies, including semiconductor firms, travel-related companies, auto suppliers, retailers, and financials benefiting from secular growth as well as getting an additional boost from the Covid recovery.\n“It’s very consistent, and a good core fund with a lot of good stockpickers behind it,” says Russel Kinnel, Morningstar’s director of manager research. “You want a fund to have some good technology exposure because it’s a dynamic sector.”\nGrowth on the Cheap\nThe $357 million Cambiar Opportunity fund (CAMOX) is a concentrated fund that owns roughly 40 stocks. The fund looks for relative values among industry winners that boast strong long-term demand prospects and pricing power that differentiate it from some of its peers. The fund’s 16% average annual return over the past five years helped it beat 94% of its large-value peers.\nThe fund holds Amazon, which it bought for the first time in early 2020 when the market wasn’t giving the e-commerce behemoth much value for its cloud business. It has been harder to own other megacap technology stocks, says Ania Aldrich, an investment principal at Cambiar. That’s in part because of their high valuations, but especially as exchange-traded funds continue to receive record-high inflows—$400 billion in the first half of 2021, versus $507 billion for all of last year, according to ETF.com—which contributes to the market concentration.\nInstead, the fund has focused on areas such as financials, including JPMorgan Chase (JPM) and Charles Schwab (SCHW), that can grow in this economic environment. Both would benefit from higher interest rates, but Aldrich says that wasn’t the reason to buy the stocks. Schwab, for example, is taking market share in wealth management, and its recent acquisition of Ameritrade gives it more heft and the ability to be more cost-efficient.\nAlso attractive are companies that haven’t yet seen a full reopening of their businesses, like casino operatorPenn National Gaming(PENN), which Aldrich says is well positioned as states look for more revenue andallow online gambling, and food distributorSysco(SYY), which has yet to benefit from colleges and conferences getting back into full swing. While Sysco’s shares are up 43% in the past year, Aldrich sees more room for gains, noting that the company is a market leader and can take market share as smaller firms consolidate. Plus, it has pricing power to pass on higher commodity costs since it is a distributor.\nAnother recent addition:Uber Technologies(UBER), which Aldrich says isn’t just a reopening beneficiary but also has increased the reach of its platform by moving into food delivery and opening the door to other services. “In the past, it was hard to outperform when you weren’t involved in the [concentrated stocks], but we see these trends as transitory. As growth normalizes, the value of other stocks should be recognized.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198599581,"gmtCreate":1620967558243,"gmtModify":1704351291653,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"themes":[],"htmlText":"Please like my post. Thanks.","listText":"Please like my post. Thanks.","text":"Please like my post. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/198599581","repostId":"2135945620","repostType":4,"repost":{"id":"2135945620","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":1620936034,"share":"https://ttm.financial/m/news/2135945620?lang=&edition=fundamental","pubTime":"2021-05-14 04:00","market":"us","language":"en","title":"Wall Street closes higher in 'buy the dip' session","url":"https://stock-news.laohu8.com/highlight/detail?id=2135945620","media":"Reuters","summary":"NEW YORK, May 13  - Wall Street ended sharply higher at the close of a broad rally on Thursday, bouncing back from three straight days of selling on upbeat labor market data.All three major U.S. stock indexes notched solid gains, with the Nasdaq, weighed by Tesla Inc , picking up the rear.Recent economic data has prompted inflation fears as scarcity of both materials and workers threatens to send prices surging in the face of a demand boom.\"If this is a footrace, supply chains are still tying th","content":"<p>NEW YORK, May 13 (Reuters) - Wall Street ended sharply higher at the close of a broad rally on Thursday, bouncing back from three straight days of selling on upbeat labor market data.</p><p>All three major U.S. stock indexes notched solid gains, with the Nasdaq, weighed by Tesla Inc , picking up the rear.</p><p>Meanwhile, cyclical shares enjoyed the biggest gains.</p><p>Recent economic data has prompted inflation fears as scarcity of both materials and workers threatens to send prices surging in the face of a demand boom.</p><p>\"If this is a footrace, supply chains are still tying their shoes,\" said David Carter, chief investment officer at Lenox Wealth Advisors in New York. \"But they will catch up with demand fairly quickly.\"</p><p>But on Thursday, investors appeared to be focusing on the glass-half-full side of the demand/supply equation.</p><p>This was evidenced by the outperformance of small caps, chips&nbsp;and transports , economically sensitive stocks that stand to gain as the United States emerges from the pandemic recession.</p><p>\"Sectors and stocks that were hurt most significantly by yesterday's sell-off rebounded strongly today given that economic growth is expected to remain strong throughout the year and any inflation is likely to be temporary,\" Carter added.</p><p>New applications for unemployment insurance continue to fall, according to jobless claims data from the Labor Department that hit a 14-month low.</p><p>Labor Department data also showed producer prices surged last month, building on the inflation surge narrative of Wednesday's consumer prices report.</p><p>\"The inflation boogeyman is back right on cue,\" Carter said. \"And will continue to spook markets for the coming months.\"</p><p>But rising prices were widely anticipated, and the U.S. Federal Reserve has provided repeated assurances that it does not foresee those spikes morphing into sustained, long-term inflation.</p><p>The Dow Jones Industrial Average rose 433.79 points, or 1.29%, to 34,021.45, the S&amp;P 500 gained 49.46 points, or 1.22%, to 4,112.5 and the Nasdaq Composite added 93.31 points, or 0.72%, to 13,124.99.</p><p>Of the 11 major sectors in the S&amp;P 500, 10 ended green, with industrials enjoying the largest percentage gain.</p><p>Energy, weighed by a drop in crude prices, was the sole loser, shedding 1.4%. [O/R]</p><p>Walt Disney Co shares were down nearly 5% in after-hours trading after posting quarterly results.</p><p>Dating app owner Bumble Inc tumbled 14.3%, falling below its initial public offering price, as investors remained cautious about how quickly users will return to in-person meetings.</p><p>Boeing Co rose 0.8% after gaining approval from U.S. regulators for a fix of an electrical grounding issue.</p><p>Tesla continued its slide, dropping 3.1%, the heaviest drag on the Nasdaq, after boss Elon Musk doubled down on his sudden rejection of cryptocurrency bitcoin.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.91-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 13 new 52-week highs and no new lows; the Nasdaq Composite recorded 49 new highs and 201 new lows.</p><p>Volume on U.S. exchanges was 11.50 billion shares, compared with the 10.53 billion average over the last 20 trading days.</p><p><b><i>Financial</i></b><b>&nbsp;</b><b><i>Report：</i></b></p><p><a href=\"https://laohu8.com/NW/1143623731\" target=\"_blank\">Disney+ subscriber growth is slowing like Netflix's — with one worrisome difference</a></p><p><a href=\"https://laohu8.com/NW/1149765041\" target=\"_blank\">Coinbase revenue tripled from last quarter,To Offer Dogecoin In 6 To 8 Weeks</a></p><p><a href=\"https://laohu8.com/NW/2135732206\" target=\"_blank\">Airbnb bookings jump 52% as vaccinations spur vacation rental demand</a></p><p><a href=\"https://laohu8.com/NW/2135555675\" target=\"_blank\">DoorDash triples gross order volume and nearly triples revenue in first quarter</a></p><p><a href=\"https://laohu8.com/NW/2135283678\" target=\"_blank\">Aurora Cannabis stock plunges amid more large losses, stock-sale plans and cost cuts</a></p><p><a href=\"https://laohu8.com/NW/2135787576\" target=\"_blank\">Farfetch’s First-quarter Sales Run Up 46.4 Percent</a></p><p><a href=\"https://laohu8.com/NW/1100486329\" target=\"_blank\">Luminar stock dips after mixed Q1 report with wider than exp</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street closes higher in 'buy the dip' session</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\">\nWall Street closes higher in 'buy the dip' session\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-14 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, May 13 (Reuters) - Wall Street ended sharply higher at the close of a broad rally on Thursday, bouncing back from three straight days of selling on upbeat labor market data.</p><p>All three major U.S. stock indexes notched solid gains, with the Nasdaq, weighed by Tesla Inc , picking up the rear.</p><p>Meanwhile, cyclical shares enjoyed the biggest gains.</p><p>Recent economic data has prompted inflation fears as scarcity of both materials and workers threatens to send prices surging in the face of a demand boom.</p><p>\"If this is a footrace, supply chains are still tying their shoes,\" said David Carter, chief investment officer at Lenox Wealth Advisors in New York. \"But they will catch up with demand fairly quickly.\"</p><p>But on Thursday, investors appeared to be focusing on the glass-half-full side of the demand/supply equation.</p><p>This was evidenced by the outperformance of small caps, chips&nbsp;and transports , economically sensitive stocks that stand to gain as the United States emerges from the pandemic recession.</p><p>\"Sectors and stocks that were hurt most significantly by yesterday's sell-off rebounded strongly today given that economic growth is expected to remain strong throughout the year and any inflation is likely to be temporary,\" Carter added.</p><p>New applications for unemployment insurance continue to fall, according to jobless claims data from the Labor Department that hit a 14-month low.</p><p>Labor Department data also showed producer prices surged last month, building on the inflation surge narrative of Wednesday's consumer prices report.</p><p>\"The inflation boogeyman is back right on cue,\" Carter said. \"And will continue to spook markets for the coming months.\"</p><p>But rising prices were widely anticipated, and the U.S. Federal Reserve has provided repeated assurances that it does not foresee those spikes morphing into sustained, long-term inflation.</p><p>The Dow Jones Industrial Average rose 433.79 points, or 1.29%, to 34,021.45, the S&amp;P 500 gained 49.46 points, or 1.22%, to 4,112.5 and the Nasdaq Composite added 93.31 points, or 0.72%, to 13,124.99.</p><p>Of the 11 major sectors in the S&amp;P 500, 10 ended green, with industrials enjoying the largest percentage gain.</p><p>Energy, weighed by a drop in crude prices, was the sole loser, shedding 1.4%. [O/R]</p><p>Walt Disney Co shares were down nearly 5% in after-hours trading after posting quarterly results.</p><p>Dating app owner Bumble Inc tumbled 14.3%, falling below its initial public offering price, as investors remained cautious about how quickly users will return to in-person meetings.</p><p>Boeing Co rose 0.8% after gaining approval from U.S. regulators for a fix of an electrical grounding issue.</p><p>Tesla continued its slide, dropping 3.1%, the heaviest drag on the Nasdaq, after boss Elon Musk doubled down on his sudden rejection of cryptocurrency bitcoin.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.91-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 13 new 52-week highs and no new lows; the Nasdaq Composite recorded 49 new highs and 201 new lows.</p><p>Volume on U.S. exchanges was 11.50 billion shares, compared with the 10.53 billion average over the last 20 trading days.</p><p><b><i>Financial</i></b><b>&nbsp;</b><b><i>Report：</i></b></p><p><a href=\"https://laohu8.com/NW/1143623731\" target=\"_blank\">Disney+ subscriber growth is slowing like Netflix's — with one worrisome difference</a></p><p><a href=\"https://laohu8.com/NW/1149765041\" target=\"_blank\">Coinbase revenue tripled from last quarter,To Offer Dogecoin In 6 To 8 Weeks</a></p><p><a href=\"https://laohu8.com/NW/2135732206\" target=\"_blank\">Airbnb bookings jump 52% as vaccinations spur vacation rental demand</a></p><p><a href=\"https://laohu8.com/NW/2135555675\" target=\"_blank\">DoorDash triples gross order volume and nearly triples revenue in first quarter</a></p><p><a href=\"https://laohu8.com/NW/2135283678\" target=\"_blank\">Aurora Cannabis stock plunges amid more large losses, stock-sale plans and cost cuts</a></p><p><a href=\"https://laohu8.com/NW/2135787576\" target=\"_blank\">Farfetch’s First-quarter Sales Run Up 46.4 Percent</a></p><p><a href=\"https://laohu8.com/NW/1100486329\" target=\"_blank\">Luminar stock dips after mixed Q1 report with wider than exp</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135945620","content_text":"NEW YORK, May 13 (Reuters) - Wall Street ended sharply higher at the close of a broad rally on Thursday, bouncing back from three straight days of selling on upbeat labor market data.All three major U.S. stock indexes notched solid gains, with the Nasdaq, weighed by Tesla Inc , picking up the rear.Meanwhile, cyclical shares enjoyed the biggest gains.Recent economic data has prompted inflation fears as scarcity of both materials and workers threatens to send prices surging in the face of a demand boom.\"If this is a footrace, supply chains are still tying their shoes,\" said David Carter, chief investment officer at Lenox Wealth Advisors in New York. \"But they will catch up with demand fairly quickly.\"But on Thursday, investors appeared to be focusing on the glass-half-full side of the demand/supply equation.This was evidenced by the outperformance of small caps, chips and transports , economically sensitive stocks that stand to gain as the United States emerges from the pandemic recession.\"Sectors and stocks that were hurt most significantly by yesterday's sell-off rebounded strongly today given that economic growth is expected to remain strong throughout the year and any inflation is likely to be temporary,\" Carter added.New applications for unemployment insurance continue to fall, according to jobless claims data from the Labor Department that hit a 14-month low.Labor Department data also showed producer prices surged last month, building on the inflation surge narrative of Wednesday's consumer prices report.\"The inflation boogeyman is back right on cue,\" Carter said. \"And will continue to spook markets for the coming months.\"But rising prices were widely anticipated, and the U.S. Federal Reserve has provided repeated assurances that it does not foresee those spikes morphing into sustained, long-term inflation.The Dow Jones Industrial Average rose 433.79 points, or 1.29%, to 34,021.45, the S&P 500 gained 49.46 points, or 1.22%, to 4,112.5 and the Nasdaq Composite added 93.31 points, or 0.72%, to 13,124.99.Of the 11 major sectors in the S&P 500, 10 ended green, with industrials enjoying the largest percentage gain.Energy, weighed by a drop in crude prices, was the sole loser, shedding 1.4%. [O/R]Walt Disney Co shares were down nearly 5% in after-hours trading after posting quarterly results.Dating app owner Bumble Inc tumbled 14.3%, falling below its initial public offering price, as investors remained cautious about how quickly users will return to in-person meetings.Boeing Co rose 0.8% after gaining approval from U.S. regulators for a fix of an electrical grounding issue.Tesla continued its slide, dropping 3.1%, the heaviest drag on the Nasdaq, after boss Elon Musk doubled down on his sudden rejection of cryptocurrency bitcoin.Advancing issues outnumbered declining ones on the NYSE by a 1.91-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.The S&P 500 posted 13 new 52-week highs and no new lows; the Nasdaq Composite recorded 49 new highs and 201 new lows.Volume on U.S. exchanges was 11.50 billion shares, compared with the 10.53 billion average over the last 20 trading days.Financial Report：Disney+ subscriber growth is slowing like Netflix's — with one worrisome differenceCoinbase revenue tripled from last quarter,To Offer Dogecoin In 6 To 8 WeeksAirbnb bookings jump 52% as vaccinations spur vacation rental demandDoorDash triples gross order volume and nearly triples revenue in first quarterAurora Cannabis stock plunges amid more large losses, stock-sale plans and cost cutsFarfetch’s First-quarter Sales Run Up 46.4 PercentLuminar stock dips after mixed Q1 report with wider than exp","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}