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2021-08-01

Totally agreed... we will never know what is going on behind... the playground is too big

Here’s your to-do list before the stock market’s next dive

2021-08-01

Every sector needs strong & stable investors.

You can beat stock market indexes — this fund manager has, and this is how she and her team did it

2021-07-22

The stock market is like gambling, always with high risks. What u know is what they want you to know.... hahaha

Wall Street ends higher, powered by strong earnings, economic cheer

2021-07-21

No reason not to go up..

Sorry, the original content has been removed

2021-07-15

Great, travel stocks will go out once the global situation is better. But what's happened to trip.com?

American Airlines Surges as Travel Rebound Brightens Outlook

2021-07-13

Financial predators' games

How earnings season is likely to play out in the coming weeks and its impact on the stock market

2021-07-12

Strong financial strengths & look far

Sorry, the original content has been removed

2021-07-12

Indicative news, better do DD before jump into it ...

PepsiCo Reports Earnings Next Week. Buy the Stock Now, Analyst Says.

2021-07-10

i believed that BAC is under value...

Sorry, the original content has been removed

2021-07-09

Wall street +no Chinese Companies = no fun at all

Sorry, the original content has been removed

2021-07-09

Agree with Jemore Schneider's views.

Sorry, the original content has been removed

2021-07-05

European Union is very strong in many ways ...

Sorry, the original content has been removed

2021-07-04

really need some good news to push market

Sorry, the original content has been removed

2021-07-03

As long as it is not a major problem with the company, it should only be a technical adjustment. I am not too worried.

Chinese EV stocks slipped in Friday morning trading

2021-06-30

What are u waiting for, apple

Apple: Act Quickly Before The Run To $172

2021-06-30

EV, gogogo.....

EV stocks surged in Wednesday morning trading

2021-06-27

NIO, bigger market

Ford Or NIO? The Final Verdict

Go to Tiger App to see more news

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That day, t","content":"<p>After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at least for a day.</p>\n<p>As usual, everyone wanted to know why the market fell, and the analysts had prepared answers, from COVID-19’s Delta variant to the Consumer Price Index to overbought technical indicators.</p>\n<p>The truth is that nobody knows. People have multiple reasons for selling, so it’s ridiculous to blame one event. That said, a big contributor to the decline was automatic, computer-generated selling. Once large market participants, especially algos, started selling, there was a mad rush out of the door. No one wanted to be the last one out, so retail traders and institutions sold in a panic, which got more intense as the day went on.</p>\n<p>Technical indicators contributed as well: The weekly relative strength indicator (RSI) has been remarkably accurate in warning of a market reversal. Once RSI goes over 70 and stays there, buyers beware.&nbsp; After the July 26 market close, the RSI of the S&amp;P 500SPX,-0.54%stood at 71.36 on the weekly chart — an extremely overbought reading. Does this mean that the index is going to plunge tomorrow? No one knows. But RSI is giving a clue that the U.S. market is in the danger zone.</p>\n<p><b>The bad news bears can’t catch a break</b></p>\n<p>Before the bears could say, “I told you so,” the next day, July 20, the 700-plus point Dow selloff was erased by a 550-point Dow rally. The bulls forgot about the selloff and returned to celebrating, and gulping glass after glass of their favorite drink, “bull-ade.” Once again, the storm passed, but this time a little fear creeped into the bulls’ psyche. Before, the only fear was the fear of missing out on the next rally. Now, many investors realize the market can actually go down.</p>\n<p><b>What to do now</b></p>\n<p>The next time the market plunges and you’re experiencing a variety of emotions, the following guide might help:</p>\n<p><b>1. If you’re panicked</b>: Don’t do something; sit there. Do not buy, do not sell, just sit tight. In fact, turn off the computer or other devices. Don’t fret over how much paper money you lost that day. Exercise, walk, run, swim, ride a bike. Your goal is to reduce emotions so you can get a good night’s sleep. When the market stabilizes, reevaluate what you own. Do not make any big financial decisions on days like this.</p>\n<p><b>2. If you’re afraid</b>: Take it easy. The selloff will end eventually. There is no reason to panic. Again, reevaluate what you own when the market comes to its senses.</p>\n<p><b>3. If you’re unaffected:</b>Still, check your portfolio to make sure you are properly diversified. While it’s find to not care if the market falls, be sure you are hedged for a worst-case scenario. One day there will be a bear market that will last months or years. Be prepared.</p>\n<p><b>What specific actions should you take?</b></p>\n<p>Now that you’ve taken care of your emotional health, there are other financial decisions you can make. Let’s take a look atsome strategies and tacticsthat may help:</p>\n<ol>\n <li>Sell if the stocks or indexes you own fall below their 200-day moving averages. Note: The major indexes such as the Standard &amp; Poor’s 500SPX,-0.54%have not fallen below (and stayed below) their 200-day averages for a decade. When they do eventually, that is a clear sell signal.</li>\n <li>Create a long-term investment plan and follow it no matter what happens in the short term.</li>\n <li>Dollar-cost average into index funds.</li>\n <li>Diversify. This is the key to success in the stock market and in life. If you own only stocks, consider bonds, but talk to a financial professional (not your neighbor) before taking this step.</li>\n <li>Buy the big dips. This strategy still works. If you had bought the dip on July 19, you would have cleaned up on July 20. One day this strategy won’t work, but that day hasn’t come yet.</li>\n <li>Sell covered-call options. This is still an excellent way to generate extra income. This strategy is also ideal for disposing of unwanted stocks, and getting paid for it.</li>\n</ol>\n<p><b>Plan for the next correction or bear market</b></p>\n<p>After a 13-year bull market, the clock is ticking for U.S. stocks. While the bulls scored another victory this time, one day the market won’t reverse direction and will begin a steep correction, or worse yet, a bear market. That’s when you will be glad that you have a plan and an investment script to follow on the worst days.</p>\n<p>Know what you own, sell to the “sleep-well” point and diversify into a variety of financial products including cash and bonds. This way, when the market plunges again, you won’t make knee-jerk emotional decisions or suffer an anxiety attack.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s your to-do list before the stock market’s next dive</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\">\nHere’s your to-do list before the stock market’s next dive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at ...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127411624","content_text":"After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at least for a day.\nAs usual, everyone wanted to know why the market fell, and the analysts had prepared answers, from COVID-19’s Delta variant to the Consumer Price Index to overbought technical indicators.\nThe truth is that nobody knows. People have multiple reasons for selling, so it’s ridiculous to blame one event. That said, a big contributor to the decline was automatic, computer-generated selling. Once large market participants, especially algos, started selling, there was a mad rush out of the door. No one wanted to be the last one out, so retail traders and institutions sold in a panic, which got more intense as the day went on.\nTechnical indicators contributed as well: The weekly relative strength indicator (RSI) has been remarkably accurate in warning of a market reversal. Once RSI goes over 70 and stays there, buyers beware.  After the July 26 market close, the RSI of the S&P 500SPX,-0.54%stood at 71.36 on the weekly chart — an extremely overbought reading. Does this mean that the index is going to plunge tomorrow? No one knows. But RSI is giving a clue that the U.S. market is in the danger zone.\nThe bad news bears can’t catch a break\nBefore the bears could say, “I told you so,” the next day, July 20, the 700-plus point Dow selloff was erased by a 550-point Dow rally. The bulls forgot about the selloff and returned to celebrating, and gulping glass after glass of their favorite drink, “bull-ade.” Once again, the storm passed, but this time a little fear creeped into the bulls’ psyche. Before, the only fear was the fear of missing out on the next rally. Now, many investors realize the market can actually go down.\nWhat to do now\nThe next time the market plunges and you’re experiencing a variety of emotions, the following guide might help:\n1. If you’re panicked: Don’t do something; sit there. Do not buy, do not sell, just sit tight. In fact, turn off the computer or other devices. Don’t fret over how much paper money you lost that day. Exercise, walk, run, swim, ride a bike. Your goal is to reduce emotions so you can get a good night’s sleep. When the market stabilizes, reevaluate what you own. Do not make any big financial decisions on days like this.\n2. If you’re afraid: Take it easy. The selloff will end eventually. There is no reason to panic. Again, reevaluate what you own when the market comes to its senses.\n3. If you’re unaffected:Still, check your portfolio to make sure you are properly diversified. While it’s find to not care if the market falls, be sure you are hedged for a worst-case scenario. One day there will be a bear market that will last months or years. Be prepared.\nWhat specific actions should you take?\nNow that you’ve taken care of your emotional health, there are other financial decisions you can make. Let’s take a look atsome strategies and tacticsthat may help:\n\nSell if the stocks or indexes you own fall below their 200-day moving averages. Note: The major indexes such as the Standard & Poor’s 500SPX,-0.54%have not fallen below (and stayed below) their 200-day averages for a decade. When they do eventually, that is a clear sell signal.\nCreate a long-term investment plan and follow it no matter what happens in the short term.\nDollar-cost average into index funds.\nDiversify. This is the key to success in the stock market and in life. If you own only stocks, consider bonds, but talk to a financial professional (not your neighbor) before taking this step.\nBuy the big dips. This strategy still works. If you had bought the dip on July 19, you would have cleaned up on July 20. One day this strategy won’t work, but that day hasn’t come yet.\nSell covered-call options. This is still an excellent way to generate extra income. This strategy is also ideal for disposing of unwanted stocks, and getting paid for it.\n\nPlan for the next correction or bear market\nAfter a 13-year bull market, the clock is ticking for U.S. stocks. While the bulls scored another victory this time, one day the market won’t reverse direction and will begin a steep correction, or worse yet, a bear market. That’s when you will be glad that you have a plan and an investment script to follow on the worst days.\nKnow what you own, sell to the “sleep-well” point and diversify into a variety of financial products including cash and bonds. This way, when the market plunges again, you won’t make knee-jerk emotional decisions or suffer an anxiety attack.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802882088,"gmtCreate":1627751205944,"gmtModify":1703495468631,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Every sector needs strong &amp; stable investors.&nbsp;","listText":"Every sector needs strong &amp; stable investors.&nbsp;","text":"Every sector needs strong & stable investors.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802882088","repostId":"1147779023","repostType":4,"repost":{"id":"1147779023","pubTimestamp":1627716124,"share":"https://www.laohu8.com/m/news/1147779023?lang=&edition=full","pubTime":"2021-07-31 15:22","market":"us","language":"en","title":"You can beat stock market indexes — this fund manager has, and this is how she and her team did it","url":"https://stock-news.laohu8.com/highlight/detail?id=1147779023","media":"MarketWatch","summary":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fu","content":"<blockquote>\n <b>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.</b>\n</blockquote>\n<p>Investing is a tough game. That’s why so many mutual funds lag behind their indices.</p>\n<p>So when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.</p>\n<p>The American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth&nbsp;Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.</p>\n<p>The fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.</p>\n<p>Here are the five key takeaways, with examples of specific stocks.</p>\n<p><b>1. Own companies that can “land and expand” in big markets</b></p>\n<p>Even though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.</p>\n<p>Bill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.</p>\n<p>Bill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.</p>\n<p>“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.</p>\n<p>Founder-run companies such as this one are worth considering because they often outperform.</p>\n<p><b>2. Seek out innovators</b></p>\n<p>Ram’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.</p>\n<p>Back in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.</p>\n<p>Boston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.</p>\n<p>“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”</p>\n<p>This penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.</p>\n<p>A key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.</p>\n<p>They’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.</p>\n<p>But don’t count out this innovator yet.</p>\n<p>“We recently announced plans to develop new innovative beverages with&nbsp;Beam Suntory&nbsp;that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory&nbsp;sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”</p>\n<p><b>3. Look for companies that can create and dominate a niche</b></p>\n<p>For years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.</p>\n<p>This is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.</p>\n<p><b>4. Buy companies in the early stages of rapid growth</b></p>\n<p>One way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.</p>\n<p>Alnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.</p>\n<p>“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”</p>\n<p><b>5. Hold stocks for the long term</b></p>\n<p>All of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>You can beat stock market indexes — this fund manager has, and this is how she and her team did it</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nYou can beat stock market indexes — this fund manager has, and this is how she and her team did it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when ...</p>\n\n<a href=\"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147779023","content_text":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.\nThe American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.\nThe fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.\nHere are the five key takeaways, with examples of specific stocks.\n1. Own companies that can “land and expand” in big markets\nEven though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.\nBill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.\nBill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.\n“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.\nFounder-run companies such as this one are worth considering because they often outperform.\n2. Seek out innovators\nRam’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.\nBack in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.\nBoston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.\n“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”\nThis penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.\nA key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.\nThey’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.\nBut don’t count out this innovator yet.\n“We recently announced plans to develop new innovative beverages with Beam Suntory that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”\n3. Look for companies that can create and dominate a niche\nFor years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.\nThis is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.\n4. Buy companies in the early stages of rapid growth\nOne way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.\nAlnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.\n“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”\n5. Hold stocks for the long term\nAll of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172173411,"gmtCreate":1626946953133,"gmtModify":1703481115563,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"The stock market is like gambling, always&nbsp;with high risks. What u know is what they want you to know.... hahaha&nbsp;","listText":"The stock market is like gambling, always&nbsp;with high risks. What u know is what they want you to know.... hahaha&nbsp;","text":"The stock market is like gambling, always with high risks. What u know is what they want you to know.... hahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172173411","repostId":"2153477496","repostType":4,"repost":{"id":"2153477496","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":1626899252,"share":"https://www.laohu8.com/m/news/2153477496?lang=&edition=full","pubTime":"2021-07-22 04:27","market":"us","language":"en","title":"Wall Street ends higher, powered by strong earnings, economic cheer","url":"https://stock-news.laohu8.com/highlight/detail?id=2153477496","media":"Reuters","summary":"NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesda","content":"<p>NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.</p>\n<p>All three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.</p>\n<p>Economically sensitive smallcaps , semiconductors&nbsp;and financials&nbsp;outperformed the broader market.</p>\n<p>\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"</p>\n<p>A rebound in travel helped fuel United Airlines'&nbsp;revenue beat, boosting its stock by 3.8%.</p>\n<p>The S&amp;P 1500 Airlines index&nbsp;gained 3.3%, while the S&amp;P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.</p>\n<p>\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"</p>\n<p>Benchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.</p>\n<p>Wrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.</p>\n<p>The Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&amp;P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, energy stocks</p>\n<p>were the big winners, jumping 3.5% with the help of surging crude prices .</p>\n<p>Second-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&amp;P 500 having posted results. Of those, 88% have beaten consensus expectations.</p>\n<p>Among the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&amp;P 500's largest percentage gain.</p>\n<p>Coca-Cola rose 1.3% after raising its full-year forecast.</p>\n<p>Interpuplic Group of Companies&nbsp;jumped 11.3% in the wake of its upbeat earnings release.</p>\n<p>Drugmaker Johnson &amp; Johnson&nbsp;forecast $2.5 billion in sales from its <a href=\"https://laohu8.com/S/AONE.U\">one</a>-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.</p>\n<p>On the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&amp;P 500.</p>\n<p>Harley-Davidson's&nbsp; second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.</p>\n<p>Texas Instruments&nbsp;dipped more than 3% in extended trading following results posted after the bell.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.</p>\n<p>Volume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.</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 ends higher, powered by strong earnings, economic cheer</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 ends higher, powered by strong earnings, economic cheer\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-22 04:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.</p>\n<p>All three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.</p>\n<p>Economically sensitive smallcaps , semiconductors&nbsp;and financials&nbsp;outperformed the broader market.</p>\n<p>\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"</p>\n<p>A rebound in travel helped fuel United Airlines'&nbsp;revenue beat, boosting its stock by 3.8%.</p>\n<p>The S&amp;P 1500 Airlines index&nbsp;gained 3.3%, while the S&amp;P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.</p>\n<p>\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"</p>\n<p>Benchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.</p>\n<p>Wrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.</p>\n<p>The Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&amp;P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, energy stocks</p>\n<p>were the big winners, jumping 3.5% with the help of surging crude prices .</p>\n<p>Second-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&amp;P 500 having posted results. Of those, 88% have beaten consensus expectations.</p>\n<p>Among the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&amp;P 500's largest percentage gain.</p>\n<p>Coca-Cola rose 1.3% after raising its full-year forecast.</p>\n<p>Interpuplic Group of Companies&nbsp;jumped 11.3% in the wake of its upbeat earnings release.</p>\n<p>Drugmaker Johnson &amp; Johnson&nbsp;forecast $2.5 billion in sales from its <a href=\"https://laohu8.com/S/AONE.U\">one</a>-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.</p>\n<p>On the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&amp;P 500.</p>\n<p>Harley-Davidson's&nbsp; second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.</p>\n<p>Texas Instruments&nbsp;dipped more than 3% in extended trading following results posted after the bell.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.</p>\n<p>Volume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153477496","content_text":"NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.\nAll three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.\nEconomically sensitive smallcaps , semiconductors and financials outperformed the broader market.\n\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"\nA rebound in travel helped fuel United Airlines' revenue beat, boosting its stock by 3.8%.\nThe S&P 1500 Airlines index gained 3.3%, while the S&P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.\n\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"\nBenchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.\nWrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.\nThe Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.\nOf the 11 major sectors in the S&P 500, energy stocks\nwere the big winners, jumping 3.5% with the help of surging crude prices .\nSecond-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&P 500 having posted results. Of those, 88% have beaten consensus expectations.\nAmong the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&P 500's largest percentage gain.\nCoca-Cola rose 1.3% after raising its full-year forecast.\nInterpuplic Group of Companies jumped 11.3% in the wake of its upbeat earnings release.\nDrugmaker Johnson & Johnson forecast $2.5 billion in sales from its one-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.\nOn the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&P 500.\nHarley-Davidson's  second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.\nTexas Instruments dipped more than 3% in extended trading following results posted after the bell.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.\nThe S&P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.\nVolume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176655712,"gmtCreate":1626881910936,"gmtModify":1703479950935,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"No reason not to go up..","listText":"No reason not to go up..","text":"No reason not to go up..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176655712","repostId":"1161684365","repostType":4,"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147167026,"gmtCreate":1626342856365,"gmtModify":1703758271213,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great, travel stocks will go out once the global situation is better.&nbsp;But what's happened to trip.com?&nbsp;","listText":"Great, travel stocks will go out once the global situation is better.&nbsp;But what's happened to trip.com?&nbsp;","text":"Great, travel stocks will go out once the global situation is better. But what's happened to trip.com?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147167026","repostId":"1188432047","repostType":4,"repost":{"id":"1188432047","pubTimestamp":1626271717,"share":"https://www.laohu8.com/m/news/1188432047?lang=&edition=full","pubTime":"2021-07-14 22:08","market":"us","language":"en","title":"American Airlines Surges as Travel Rebound Brightens Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1188432047","media":"Bloomberg","summary":"(Bloomberg) -- American Airlines Group Inc. surged after the carrier projected it would post a “slig","content":"<p>(Bloomberg) -- American Airlines Group Inc. surged after the carrier projected it would post a “slight” pretax profit when it reports earnings next week, the latest sign of a rebound in U.S. travel.</p>\n<p>Pretax profit margins excluding special items will be better than expected thanks to cost controls and rising demand for flights, American said in a regulatory filing Tuesday. Sales will be down only 37.5% compared with their level two years ago. American had previously predicted a 40% drop from pre-pandemic levels.</p>\n<p>“We are clearly moving in the right direction,” Chief Executive Officer Doug Parker and President Robert Isom said in a message to employees. “Our revenue and expense performance in the quarter came in better than expectations, and this was achieved while bringing the operation back up to full capacity and safely transporting a record number of travelers.”</p>\n<p>Spurred by vaccination campaigns, lighter government restrictions and pent-up demand from consumers after more than a year of mostly staying close to home, air travel is recovering faster than expected. U.S. airlines are poised to provide more insight into the state of that comeback as most carriers report second-quarter results over the next 10 days, starting Wednesday with Delta Air Lines Inc.</p>\n<p>American jumped 5.5% to $21.12 at 9:49 a.m. in New York, easily topping the S&amp;P 500. The shares had gained 72% in the 12 months through Tuesday, the most on a Standard &amp; Poor’s index of major U.S. airlines.</p>\n<p>The Fort Worth, Texas-based carrier expects to report a “slight net profit” in the second quarter, including special items, Parker and Isom told employees. In the regulatory filing, American forecast that its net result would range between a $35 million loss and a $25 million profit.</p>","source":"lsy1612507957220","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>American Airlines Surges as Travel Rebound Brightens Outlook</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\">\nAmerican Airlines Surges as Travel Rebound Brightens Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/american-airlines-surges-travel-rebound-135308361.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- American Airlines Group Inc. surged after the carrier projected it would post a “slight” pretax profit when it reports earnings next week, the latest sign of a rebound in U.S. travel.\n...</p>\n\n<a href=\"https://finance.yahoo.com/news/american-airlines-surges-travel-rebound-135308361.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空"},"source_url":"https://finance.yahoo.com/news/american-airlines-surges-travel-rebound-135308361.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188432047","content_text":"(Bloomberg) -- American Airlines Group Inc. surged after the carrier projected it would post a “slight” pretax profit when it reports earnings next week, the latest sign of a rebound in U.S. travel.\nPretax profit margins excluding special items will be better than expected thanks to cost controls and rising demand for flights, American said in a regulatory filing Tuesday. Sales will be down only 37.5% compared with their level two years ago. American had previously predicted a 40% drop from pre-pandemic levels.\n“We are clearly moving in the right direction,” Chief Executive Officer Doug Parker and President Robert Isom said in a message to employees. “Our revenue and expense performance in the quarter came in better than expectations, and this was achieved while bringing the operation back up to full capacity and safely transporting a record number of travelers.”\nSpurred by vaccination campaigns, lighter government restrictions and pent-up demand from consumers after more than a year of mostly staying close to home, air travel is recovering faster than expected. U.S. airlines are poised to provide more insight into the state of that comeback as most carriers report second-quarter results over the next 10 days, starting Wednesday with Delta Air Lines Inc.\nAmerican jumped 5.5% to $21.12 at 9:49 a.m. in New York, easily topping the S&P 500. The shares had gained 72% in the 12 months through Tuesday, the most on a Standard & Poor’s index of major U.S. airlines.\nThe Fort Worth, Texas-based carrier expects to report a “slight net profit” in the second quarter, including special items, Parker and Isom told employees. In the regulatory filing, American forecast that its net result would range between a $35 million loss and a $25 million profit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142478381,"gmtCreate":1626172708143,"gmtModify":1703754770540,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Financial predators' games","listText":"Financial predators' games","text":"Financial predators' games","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142478381","repostId":"1101566017","repostType":4,"repost":{"id":"1101566017","pubTimestamp":1626132937,"share":"https://www.laohu8.com/m/news/1101566017?lang=&edition=full","pubTime":"2021-07-13 07:35","market":"us","language":"en","title":"How earnings season is likely to play out in the coming weeks and its impact on the stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=1101566017","media":"cnbc","summary":"The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.Earnings growth in the second quarter is expected to be a stunning 66%, as companies compare their results to the depressed period last year when the pandemic abruptly shut down the economy, according to Refinitiv data.“If you listen to what the CFOs are going to say, you’re going to think the earnings are terrible, but if","content":"<div>\n<p>The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.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>How earnings season is likely to play out in the coming weeks and its impact on the stock market</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\">\nHow earnings season is likely to play out in the coming weeks and its impact on the stock market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1101566017","content_text":"The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the second quarter is expected to be a stunning 66%, as companies compare their results to the depressed period last year when the pandemic abruptly shut down the economy, according to Refinitiv data.\nNormally a profit leader, the technology sector this quarter, is expected to see just 32% profit growth, according to Refiniv. That compares to shockingly large estimated increases in industrial sector profits of more than 570%, and energy industry profits, up 220%. Earnings for the financial and materials sectors are expected to be up more than 100% each.\nThose huge gains and expected earnings beats should be a positive for some cyclical stocks this quarter. Earnings season kicks off Tuesday with reports fromJPMorgan Chase,Goldman Sachs,andPepsiCo.\nThis earnings season will be the period where the tug of war that’s been a factor in the stock market, between cyclical and growth trades, is due to play out very clearly in the earnings numbers. Inflationary pressures, negative for tech stock performance, are expected to help boost cyclical earnings growth in the rebound, as companies face rising input costs but also up their prices.\n“I think what you’re going to see is a very unusual kind of contradiction between the data and the narrative,” said Jonathan Golub, chief U.S. equity strategist at Credit Suisse. “What companies are going to say is they are facing shortages and rising input costs and other things which are constraints to their success. And then what you’re going to see is massive beats and the biggest portions coming from higher margins. They’re not going to try to reconcile it.”\nGolub expects companies to provide detail on rising costs and supply shortages but not as much information on how much they are raising prices or how broadly.\n“If you listen to what the CFOs are going to say, you’re going to think the earnings are terrible, but if you look at the results, they’re going to be magnificent,” he said.\nBut ultimately, it’s tech and growth that will prove to be the best performers profit-wise over the long haul. “Their own earnings revisions for themselves are still good. They’re not deteriorating. They’re solid. They’re not getting worse. They’re not accelerating in this ridiculous way. They’re on the same solid trajectory they’ve been on,” said Brian Rauscher, Fundstrat head of global portfolio strategy.\nRauscher expects the trend to revert back to tech as the better earnings performer in two quarters from now, when cyclical airline stocks or industrial stocks like Caterpillar will see earnings growth back in the single digits. “Tech will keep growing at 25%,” he said.\nHe says economic growth will have slowed to a more normalized and sustained pace. By then it will be more apparent whether inflation is temporary or not.\n“If they are unable to pass along price increases, it will hit the earnings,” he said.\nGolub points out that tech profits in last year’s second quarter actually increased by 3.3% from 2019, as cyclical earnings plunged 85% in the same period. The 2021 second quarter earnings growth estimate for tech is 34.2%, while some cyclical earnings will rebound by more than 570% just to get back to even with 2019.\n“It says one of these is a near term trade, and one of them is a long term trade,” said Golub. “Once the supply chain issues are gone, [cyclicals] are going to be unimpressive.”\nEven with the push pull of tech and growth versus cyclical trades, strategists say the earning season should be good for the stock market.\n“I think the numbers will be very good, and it’ll be supportive for markets,” said Rauscher. He said some investors may be concerned that a peak period of earnings this quarter will lead to a market decline but he doesn’t expect that to be the case.\n“Obviously, the numbers are going to be outsized because we have that weird comparison from last year. I think the important thing is going to be the return of guidance,” Rauscher said. Both he and Golub say they expect earnings to beat to the upside.\n“I think the analysts have underestimated the improvement in operating leverage,” Rauscher said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146625562,"gmtCreate":1626077779556,"gmtModify":1703752863896,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Strong financial strengths &amp; look far&nbsp;","listText":"Strong financial strengths &amp; look far&nbsp;","text":"Strong financial strengths & look far","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146625562","repostId":"1175294142","repostType":4,"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148741781,"gmtCreate":1626026337643,"gmtModify":1703752035621,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Indicative news, better do DD before jump into it ...&nbsp;","listText":"Indicative news, better do DD before jump into it ...&nbsp;","text":"Indicative news, better do DD before jump into it ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/148741781","repostId":"1106289851","repostType":4,"repost":{"id":"1106289851","pubTimestamp":1625972710,"share":"https://www.laohu8.com/m/news/1106289851?lang=&edition=full","pubTime":"2021-07-11 11:05","market":"us","language":"en","title":"PepsiCo Reports Earnings Next Week. Buy the Stock Now, Analyst Says.","url":"https://stock-news.laohu8.com/highlight/detail?id=1106289851","media":"Barrons","summary":"A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday:","content":"<p>A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday: She’s making a buy recommendation now.</p>\n<p>On Friday, Cowen &amp; Co. analyst Vivien Azer reiterated an Outperform rating and $165 price target on PepsiCo (ticker: PEP). She’s modeling for the company to earn $1.51 a share, 2 cents below the average analyst estimate—although she notes that figure could be conservative—and organic revenue growth of 8.6%.</p>\n<p>Azer expects Frito Lay North America’s organic revenue growth to be 4%, and notes the division is holding up well despite difficult year-over-year comparisons when more consumers were snacking at home during Covid-19 restrictions.</p>\n<p>The analyst believes Pepsi’s North American beverage business, by contrast, will see its easiest comparison of the year in the second quarter, and points out that recent data shows it may be pulling ahead of Coca-Cola (KO) in terms of sales growth.</p>\n<p>Also, overall Covid-related costs should be down because of a strong vaccine rollout in the U.S., which accounts for nearly two-thirds of Pepsi’s profits. Still, Azer wrote, the lingering pandemic threat in Latin America could be a headwind in that region.</p>\n<p>Other analysts have been&nbsp;optimistic about Pepsi’s earnings&nbsp;as well. A little over half of the 23 tracked by FactSet rate it at Buy or the equivalent, with 43% on the sidelines and one bearish call. The average analyst price target is $156.02.</p>\n<p>Consensus calls for Pepsi to earn $1.53 a share on revenue of $17.97 billion. That’s up from EPS of $1.21 and revenue of $14.82 billion in the&nbsp;previous quarter, reported in April. Pepsi’s EPS hasn’t missed quarterly expectations in the past five years.</p>\n<p>Pepsi will host a conference call at 8:15 a.m. Eastern time Tuesday.</p>","source":"lsy1601382232898","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>PepsiCo Reports Earnings Next Week. Buy the Stock Now, Analyst Says.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPepsiCo Reports Earnings Next Week. Buy the Stock Now, Analyst Says.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/pepsico-reports-earnings-next-week-buy-the-stock-now-analyst-says-51625863176?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday: She’s making a buy recommendation now.\nOn Friday, Cowen & Co. analyst Vivien Azer reiterated an ...</p>\n\n<a href=\"https://www.barrons.com/articles/pepsico-reports-earnings-next-week-buy-the-stock-now-analyst-says-51625863176?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PEP":"百事可乐"},"source_url":"https://www.barrons.com/articles/pepsico-reports-earnings-next-week-buy-the-stock-now-analyst-says-51625863176?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106289851","content_text":"A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday: She’s making a buy recommendation now.\nOn Friday, Cowen & Co. analyst Vivien Azer reiterated an Outperform rating and $165 price target on PepsiCo (ticker: PEP). She’s modeling for the company to earn $1.51 a share, 2 cents below the average analyst estimate—although she notes that figure could be conservative—and organic revenue growth of 8.6%.\nAzer expects Frito Lay North America’s organic revenue growth to be 4%, and notes the division is holding up well despite difficult year-over-year comparisons when more consumers were snacking at home during Covid-19 restrictions.\nThe analyst believes Pepsi’s North American beverage business, by contrast, will see its easiest comparison of the year in the second quarter, and points out that recent data shows it may be pulling ahead of Coca-Cola (KO) in terms of sales growth.\nAlso, overall Covid-related costs should be down because of a strong vaccine rollout in the U.S., which accounts for nearly two-thirds of Pepsi’s profits. Still, Azer wrote, the lingering pandemic threat in Latin America could be a headwind in that region.\nOther analysts have been optimistic about Pepsi’s earnings as well. A little over half of the 23 tracked by FactSet rate it at Buy or the equivalent, with 43% on the sidelines and one bearish call. The average analyst price target is $156.02.\nConsensus calls for Pepsi to earn $1.53 a share on revenue of $17.97 billion. That’s up from EPS of $1.21 and revenue of $14.82 billion in the previous quarter, reported in April. Pepsi’s EPS hasn’t missed quarterly expectations in the past five years.\nPepsi will host a conference call at 8:15 a.m. Eastern time Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148989684,"gmtCreate":1625915415048,"gmtModify":1703750864931,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"i believed that BAC is under value...&nbsp;&nbsp;","listText":"i believed that BAC is under value...&nbsp;&nbsp;","text":"i believed that BAC is under value...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148989684","repostId":"2150030193","repostType":4,"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143752931,"gmtCreate":1625819789623,"gmtModify":1703749204037,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wall street +no Chinese Companies = no fun at all","listText":"Wall street +no Chinese Companies = no fun at all","text":"Wall street +no Chinese Companies = no fun at all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/143752931","repostId":"1161133836","repostType":4,"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143374992,"gmtCreate":1625768525416,"gmtModify":1703748211153,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Agree with Jemore Schneider's views.&nbsp;","listText":"Agree with Jemore Schneider's views.&nbsp;","text":"Agree with Jemore Schneider's views.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/143374992","repostId":"1162204971","repostType":4,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155653620,"gmtCreate":1625415865060,"gmtModify":1703741487333,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"European Union is very strong in many ways ...&nbsp;","listText":"European Union is very strong in many ways ...&nbsp;","text":"European Union is very strong in many ways ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155653620","repostId":"2148807264","repostType":4,"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155814352,"gmtCreate":1625400530376,"gmtModify":1703741299977,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;really need some good news to push market&nbsp;","listText":"&nbsp;really need some good news to push market&nbsp;","text":"really need some good news to push market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155814352","repostId":"1165340887","repostType":4,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152222678,"gmtCreate":1625299755294,"gmtModify":1703740212038,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"As long as it is not a major problem with the company, it should only be a technical adjustment. I am not too worried.","listText":"As long as it is not a major problem with the company, it should only be a technical adjustment. I am not too worried.","text":"As long as it is not a major problem with the company, it should only be a technical adjustment. I am not too worried.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152222678","repostId":"1135486377","repostType":4,"repost":{"id":"1135486377","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":1625236243,"share":"https://www.laohu8.com/m/news/1135486377?lang=&edition=full","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Chinese EV stocks slipped in Friday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1135486377","media":"Tiger Newspress","summary":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between","content":"<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV stocks slipped in Friday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese EV stocks slipped in Friday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-02 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135486377","content_text":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151137828,"gmtCreate":1625066914364,"gmtModify":1703735416870,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"What are u waiting for, apple&nbsp;","listText":"What are u waiting for, apple&nbsp;","text":"What are u waiting for, apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/151137828","repostId":"1110936297","repostType":2,"repost":{"id":"1110936297","pubTimestamp":1625036047,"share":"https://www.laohu8.com/m/news/1110936297?lang=&edition=full","pubTime":"2021-06-30 14:54","market":"us","language":"en","title":"Apple: Act Quickly Before The Run To $172","url":"https://stock-news.laohu8.com/highlight/detail?id=1110936297","media":"seekingalpha","summary":"Apple faces many external threats from regulators in the developed world.But I see these as largely priced in, although they remain a threat longer term.Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.I have made it no secret that I’m a big fan of Apple. In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple faces many external threats from regulators in the developed world.</li>\n <li>But I see these as largely priced in, although they remain a threat longer term.</li>\n <li>Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/219c4f41554f7e91be4c02cd87e3f8d6\" tg-width=\"1536\" tg-height=\"1024\"><span>fMing Yeung/Getty Images News</span></p>\n<p>I have made it no secret that I’m a big fan of&nbsp;<b>Apple</b>(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a&nbsp;big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37078c4ff01404a43176bb2e2555834d\" tg-width=\"640\" tg-height=\"615\"><span>Source: StockCharts</span></p>\n<p>To start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.</p>\n<p>Ascending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.</p>\n<p>What do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.</p>\n<p>Finally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has been<i>very</i>reliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.</p>\n<p>The important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.</p>\n<p>To be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.</p>\n<p>The risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.</p>\n<p><b>Why does Apple rally pre-earnings?</b></p>\n<p>To put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6233212bc10ea38f20e75d2ed0ab603e\" tg-width=\"640\" tg-height=\"284\"><span>Source:Seeking Alpha</span></p>\n<p>This is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.</p>\n<p>Keep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.</p>\n<p>In terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebf56ca48e2364fd7314f9140bc3ab5c\" tg-width=\"640\" tg-height=\"286\"><span>Source:Seeking Alpha</span></p>\n<p>The sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bd9aaadd1cc3a29d7b8e787296ab4b\" tg-width=\"454\" tg-height=\"110\"><span>Source:Seeking Alpha</span></p>\n<p>I think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and<i>100%</i>of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.</p>\n<p><b>Not all is well</b></p>\n<p>Apple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.</p>\n<p>First, the FTC made the headlines a few weeks ago by appointing&nbsp;Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.</p>\n<p>The&nbsp;White Houseis apparently on board with this line of thinking, and the&nbsp;House&nbsp;is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't a<i>positive</i>&nbsp;catalyst.</p>\n<p>Apple is facing a similar threat in&nbsp;Germany&nbsp;and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).</p>\n<p>Apple is also still very much beholden to the never-ending trade war between&nbsp;China&nbsp;and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.</p>\n<p><b>Final thoughts</b></p>\n<p>I’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.</p>\n<p>The threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.</p>\n<p>Keep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.</p>\n<p>I detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the&nbsp;prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.</p>\n<p>The important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.</p>\n<p>The bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.</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>Apple: Act Quickly Before The Run To $172</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\">\nApple: Act Quickly Before The Run To $172\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 14:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110936297","content_text":"Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.\n\nfMing Yeung/Getty Images News\nI have made it no secret that I’m a big fan of Apple(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.\nSource: StockCharts\nTo start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.\nAscending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.\nWhat do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.\nFinally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has beenveryreliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.\nThe important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.\nTo be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.\nThe risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.\nWhy does Apple rally pre-earnings?\nTo put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.\nSource:Seeking Alpha\nThis is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.\nKeep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.\nIn terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.\nSource:Seeking Alpha\nThe sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.\nSource:Seeking Alpha\nI think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and100%of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.\nNot all is well\nApple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.\nFirst, the FTC made the headlines a few weeks ago by appointing Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.\nThe White Houseis apparently on board with this line of thinking, and the House is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't apositive catalyst.\nApple is facing a similar threat in Germany and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).\nApple is also still very much beholden to the never-ending trade war between China and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.\nFinal thoughts\nI’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.\nThe threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.\nKeep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.\nI detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.\nThe important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.\nThe bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151138732,"gmtCreate":1625066748726,"gmtModify":1703735409957,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"EV, gogogo.....&nbsp;","listText":"EV, gogogo.....&nbsp;","text":"EV, gogogo.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151138732","repostId":"1155548924","repostType":4,"repost":{"id":"1155548924","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":1625063251,"share":"https://www.laohu8.com/m/news/1155548924?lang=&edition=full","pubTime":"2021-06-30 22:27","market":"us","language":"en","title":"EV stocks surged in Wednesday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1155548924","media":"Tiger Newspress","summary":"EV stocks surged in Wednesday morning trading.Nio, Li Auto&nbsp;and Tesla&nbsp;climbed between 0.7% and 5.6%.&nbsp;While&nbsp;Xpeng Motors&nbsp;fell&nbsp;0.7%.","content":"<p>EV stocks surged in Wednesday morning trading.Nio, Li Auto&nbsp;and Tesla&nbsp;climbed between 0.7% and 5.6%.&nbsp;While&nbsp;Xpeng Motors&nbsp;fell&nbsp;0.7%.</p>\n<p><img src=\"https://static.tigerbbs.com/5b3cdf9487d32d5f8f934cea51ae1ab2\" tg-width=\"375\" tg-height=\"352\"></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>EV stocks surged in Wednesday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks surged in Wednesday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-30 22:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV stocks surged in Wednesday morning trading.Nio, Li Auto&nbsp;and Tesla&nbsp;climbed between 0.7% and 5.6%.&nbsp;While&nbsp;Xpeng Motors&nbsp;fell&nbsp;0.7%.</p>\n<p><img src=\"https://static.tigerbbs.com/5b3cdf9487d32d5f8f934cea51ae1ab2\" tg-width=\"375\" tg-height=\"352\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155548924","content_text":"EV stocks surged in Wednesday morning trading.Nio, Li Auto and Tesla climbed between 0.7% and 5.6%. While Xpeng Motors fell 0.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124649960,"gmtCreate":1624763961850,"gmtModify":1703844701254,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"NIO, bigger market&nbsp;","listText":"NIO, bigger market&nbsp;","text":"NIO, bigger market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124649960","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</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>Ford Or NIO? The Final Verdict</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":152222678,"gmtCreate":1625299755294,"gmtModify":1703740212038,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"As long as it is not a major problem with the company, it should only be a technical adjustment. I am not too worried.","listText":"As long as it is not a major problem with the company, it should only be a technical adjustment. I am not too worried.","text":"As long as it is not a major problem with the company, it should only be a technical adjustment. I am not too worried.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152222678","repostId":"1135486377","repostType":4,"repost":{"id":"1135486377","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":1625236243,"share":"https://www.laohu8.com/m/news/1135486377?lang=&edition=full","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Chinese EV stocks slipped in Friday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1135486377","media":"Tiger Newspress","summary":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between","content":"<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV stocks slipped in Friday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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\">\nChinese EV stocks slipped in Friday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-02 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135486377","content_text":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172173411,"gmtCreate":1626946953133,"gmtModify":1703481115563,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"The stock market is like gambling, always&nbsp;with high risks. What u know is what they want you to know.... hahaha&nbsp;","listText":"The stock market is like gambling, always&nbsp;with high risks. What u know is what they want you to know.... hahaha&nbsp;","text":"The stock market is like gambling, always with high risks. What u know is what they want you to know.... hahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172173411","repostId":"2153477496","repostType":4,"repost":{"id":"2153477496","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":1626899252,"share":"https://www.laohu8.com/m/news/2153477496?lang=&edition=full","pubTime":"2021-07-22 04:27","market":"us","language":"en","title":"Wall Street ends higher, powered by strong earnings, economic cheer","url":"https://stock-news.laohu8.com/highlight/detail?id=2153477496","media":"Reuters","summary":"NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesda","content":"<p>NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.</p>\n<p>All three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.</p>\n<p>Economically sensitive smallcaps , semiconductors&nbsp;and financials&nbsp;outperformed the broader market.</p>\n<p>\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"</p>\n<p>A rebound in travel helped fuel United Airlines'&nbsp;revenue beat, boosting its stock by 3.8%.</p>\n<p>The S&amp;P 1500 Airlines index&nbsp;gained 3.3%, while the S&amp;P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.</p>\n<p>\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"</p>\n<p>Benchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.</p>\n<p>Wrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.</p>\n<p>The Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&amp;P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, energy stocks</p>\n<p>were the big winners, jumping 3.5% with the help of surging crude prices .</p>\n<p>Second-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&amp;P 500 having posted results. Of those, 88% have beaten consensus expectations.</p>\n<p>Among the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&amp;P 500's largest percentage gain.</p>\n<p>Coca-Cola rose 1.3% after raising its full-year forecast.</p>\n<p>Interpuplic Group of Companies&nbsp;jumped 11.3% in the wake of its upbeat earnings release.</p>\n<p>Drugmaker Johnson &amp; Johnson&nbsp;forecast $2.5 billion in sales from its <a href=\"https://laohu8.com/S/AONE.U\">one</a>-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.</p>\n<p>On the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&amp;P 500.</p>\n<p>Harley-Davidson's&nbsp; second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.</p>\n<p>Texas Instruments&nbsp;dipped more than 3% in extended trading following results posted after the bell.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.</p>\n<p>Volume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.</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 ends higher, powered by strong earnings, economic cheer</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 ends higher, powered by strong earnings, economic cheer\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-22 04:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.</p>\n<p>All three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.</p>\n<p>Economically sensitive smallcaps , semiconductors&nbsp;and financials&nbsp;outperformed the broader market.</p>\n<p>\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"</p>\n<p>A rebound in travel helped fuel United Airlines'&nbsp;revenue beat, boosting its stock by 3.8%.</p>\n<p>The S&amp;P 1500 Airlines index&nbsp;gained 3.3%, while the S&amp;P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.</p>\n<p>\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"</p>\n<p>Benchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.</p>\n<p>Wrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.</p>\n<p>The Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&amp;P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, energy stocks</p>\n<p>were the big winners, jumping 3.5% with the help of surging crude prices .</p>\n<p>Second-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&amp;P 500 having posted results. Of those, 88% have beaten consensus expectations.</p>\n<p>Among the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&amp;P 500's largest percentage gain.</p>\n<p>Coca-Cola rose 1.3% after raising its full-year forecast.</p>\n<p>Interpuplic Group of Companies&nbsp;jumped 11.3% in the wake of its upbeat earnings release.</p>\n<p>Drugmaker Johnson &amp; Johnson&nbsp;forecast $2.5 billion in sales from its <a href=\"https://laohu8.com/S/AONE.U\">one</a>-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.</p>\n<p>On the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&amp;P 500.</p>\n<p>Harley-Davidson's&nbsp; second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.</p>\n<p>Texas Instruments&nbsp;dipped more than 3% in extended trading following results posted after the bell.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.</p>\n<p>Volume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153477496","content_text":"NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.\nAll three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.\nEconomically sensitive smallcaps , semiconductors and financials outperformed the broader market.\n\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"\nA rebound in travel helped fuel United Airlines' revenue beat, boosting its stock by 3.8%.\nThe S&P 1500 Airlines index gained 3.3%, while the S&P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.\n\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"\nBenchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.\nWrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.\nThe Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.\nOf the 11 major sectors in the S&P 500, energy stocks\nwere the big winners, jumping 3.5% with the help of surging crude prices .\nSecond-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&P 500 having posted results. Of those, 88% have beaten consensus expectations.\nAmong the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&P 500's largest percentage gain.\nCoca-Cola rose 1.3% after raising its full-year forecast.\nInterpuplic Group of Companies jumped 11.3% in the wake of its upbeat earnings release.\nDrugmaker Johnson & Johnson forecast $2.5 billion in sales from its one-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.\nOn the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&P 500.\nHarley-Davidson's  second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.\nTexas Instruments dipped more than 3% in extended trading following results posted after the bell.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.\nThe S&P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.\nVolume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148741781,"gmtCreate":1626026337643,"gmtModify":1703752035621,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Indicative news, better do DD before jump into it ...&nbsp;","listText":"Indicative news, better do DD before jump into it ...&nbsp;","text":"Indicative news, better do DD before jump into it ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/148741781","repostId":"1106289851","repostType":4,"repost":{"id":"1106289851","pubTimestamp":1625972710,"share":"https://www.laohu8.com/m/news/1106289851?lang=&edition=full","pubTime":"2021-07-11 11:05","market":"us","language":"en","title":"PepsiCo Reports Earnings Next Week. Buy the Stock Now, Analyst Says.","url":"https://stock-news.laohu8.com/highlight/detail?id=1106289851","media":"Barrons","summary":"A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday:","content":"<p>A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday: She’s making a buy recommendation now.</p>\n<p>On Friday, Cowen &amp; Co. analyst Vivien Azer reiterated an Outperform rating and $165 price target on PepsiCo (ticker: PEP). She’s modeling for the company to earn $1.51 a share, 2 cents below the average analyst estimate—although she notes that figure could be conservative—and organic revenue growth of 8.6%.</p>\n<p>Azer expects Frito Lay North America’s organic revenue growth to be 4%, and notes the division is holding up well despite difficult year-over-year comparisons when more consumers were snacking at home during Covid-19 restrictions.</p>\n<p>The analyst believes Pepsi’s North American beverage business, by contrast, will see its easiest comparison of the year in the second quarter, and points out that recent data shows it may be pulling ahead of Coca-Cola (KO) in terms of sales growth.</p>\n<p>Also, overall Covid-related costs should be down because of a strong vaccine rollout in the U.S., which accounts for nearly two-thirds of Pepsi’s profits. Still, Azer wrote, the lingering pandemic threat in Latin America could be a headwind in that region.</p>\n<p>Other analysts have been&nbsp;optimistic about Pepsi’s earnings&nbsp;as well. A little over half of the 23 tracked by FactSet rate it at Buy or the equivalent, with 43% on the sidelines and one bearish call. The average analyst price target is $156.02.</p>\n<p>Consensus calls for Pepsi to earn $1.53 a share on revenue of $17.97 billion. That’s up from EPS of $1.21 and revenue of $14.82 billion in the&nbsp;previous quarter, reported in April. Pepsi’s EPS hasn’t missed quarterly expectations in the past five years.</p>\n<p>Pepsi will host a conference call at 8:15 a.m. Eastern time Tuesday.</p>","source":"lsy1601382232898","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>PepsiCo Reports Earnings Next Week. Buy the Stock Now, Analyst Says.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPepsiCo Reports Earnings Next Week. Buy the Stock Now, Analyst Says.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/pepsico-reports-earnings-next-week-buy-the-stock-now-analyst-says-51625863176?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday: She’s making a buy recommendation now.\nOn Friday, Cowen & Co. analyst Vivien Azer reiterated an ...</p>\n\n<a href=\"https://www.barrons.com/articles/pepsico-reports-earnings-next-week-buy-the-stock-now-analyst-says-51625863176?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PEP":"百事可乐"},"source_url":"https://www.barrons.com/articles/pepsico-reports-earnings-next-week-buy-the-stock-now-analyst-says-51625863176?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106289851","content_text":"A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday: She’s making a buy recommendation now.\nOn Friday, Cowen & Co. analyst Vivien Azer reiterated an Outperform rating and $165 price target on PepsiCo (ticker: PEP). She’s modeling for the company to earn $1.51 a share, 2 cents below the average analyst estimate—although she notes that figure could be conservative—and organic revenue growth of 8.6%.\nAzer expects Frito Lay North America’s organic revenue growth to be 4%, and notes the division is holding up well despite difficult year-over-year comparisons when more consumers were snacking at home during Covid-19 restrictions.\nThe analyst believes Pepsi’s North American beverage business, by contrast, will see its easiest comparison of the year in the second quarter, and points out that recent data shows it may be pulling ahead of Coca-Cola (KO) in terms of sales growth.\nAlso, overall Covid-related costs should be down because of a strong vaccine rollout in the U.S., which accounts for nearly two-thirds of Pepsi’s profits. Still, Azer wrote, the lingering pandemic threat in Latin America could be a headwind in that region.\nOther analysts have been optimistic about Pepsi’s earnings as well. A little over half of the 23 tracked by FactSet rate it at Buy or the equivalent, with 43% on the sidelines and one bearish call. The average analyst price target is $156.02.\nConsensus calls for Pepsi to earn $1.53 a share on revenue of $17.97 billion. That’s up from EPS of $1.21 and revenue of $14.82 billion in the previous quarter, reported in April. Pepsi’s EPS hasn’t missed quarterly expectations in the past five years.\nPepsi will host a conference call at 8:15 a.m. Eastern time Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148989684,"gmtCreate":1625915415048,"gmtModify":1703750864931,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"i believed that BAC is under value...&nbsp;&nbsp;","listText":"i believed that BAC is under value...&nbsp;&nbsp;","text":"i believed that BAC is under value...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148989684","repostId":"2150030193","repostType":4,"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155814352,"gmtCreate":1625400530376,"gmtModify":1703741299977,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;really need some good news to push market&nbsp;","listText":"&nbsp;really need some good news to push market&nbsp;","text":"really need some good news to push market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155814352","repostId":"1165340887","repostType":4,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802882088,"gmtCreate":1627751205944,"gmtModify":1703495468631,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Every sector needs strong &amp; stable investors.&nbsp;","listText":"Every sector needs strong &amp; stable investors.&nbsp;","text":"Every sector needs strong & stable investors.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802882088","repostId":"1147779023","repostType":4,"repost":{"id":"1147779023","pubTimestamp":1627716124,"share":"https://www.laohu8.com/m/news/1147779023?lang=&edition=full","pubTime":"2021-07-31 15:22","market":"us","language":"en","title":"You can beat stock market indexes — this fund manager has, and this is how she and her team did it","url":"https://stock-news.laohu8.com/highlight/detail?id=1147779023","media":"MarketWatch","summary":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fu","content":"<blockquote>\n <b>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.</b>\n</blockquote>\n<p>Investing is a tough game. That’s why so many mutual funds lag behind their indices.</p>\n<p>So when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.</p>\n<p>The American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth&nbsp;Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.</p>\n<p>The fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.</p>\n<p>Here are the five key takeaways, with examples of specific stocks.</p>\n<p><b>1. Own companies that can “land and expand” in big markets</b></p>\n<p>Even though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.</p>\n<p>Bill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.</p>\n<p>Bill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.</p>\n<p>“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.</p>\n<p>Founder-run companies such as this one are worth considering because they often outperform.</p>\n<p><b>2. Seek out innovators</b></p>\n<p>Ram’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.</p>\n<p>Back in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.</p>\n<p>Boston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.</p>\n<p>“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”</p>\n<p>This penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.</p>\n<p>A key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.</p>\n<p>They’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.</p>\n<p>But don’t count out this innovator yet.</p>\n<p>“We recently announced plans to develop new innovative beverages with&nbsp;Beam Suntory&nbsp;that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory&nbsp;sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”</p>\n<p><b>3. Look for companies that can create and dominate a niche</b></p>\n<p>For years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.</p>\n<p>This is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.</p>\n<p><b>4. Buy companies in the early stages of rapid growth</b></p>\n<p>One way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.</p>\n<p>Alnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.</p>\n<p>“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”</p>\n<p><b>5. Hold stocks for the long term</b></p>\n<p>All of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>You can beat stock market indexes — this fund manager has, and this is how she and her team did it</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nYou can beat stock market indexes — this fund manager has, and this is how she and her team did it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when ...</p>\n\n<a href=\"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147779023","content_text":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.\nThe American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.\nThe fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.\nHere are the five key takeaways, with examples of specific stocks.\n1. Own companies that can “land and expand” in big markets\nEven though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.\nBill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.\nBill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.\n“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.\nFounder-run companies such as this one are worth considering because they often outperform.\n2. Seek out innovators\nRam’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.\nBack in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.\nBoston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.\n“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”\nThis penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.\nA key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.\nThey’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.\nBut don’t count out this innovator yet.\n“We recently announced plans to develop new innovative beverages with Beam Suntory that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”\n3. Look for companies that can create and dominate a niche\nFor years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.\nThis is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.\n4. Buy companies in the early stages of rapid growth\nOne way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.\nAlnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.\n“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”\n5. Hold stocks for the long term\nAll of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176655712,"gmtCreate":1626881910936,"gmtModify":1703479950935,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"No reason not to go up..","listText":"No reason not to go up..","text":"No reason not to go up..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176655712","repostId":"1161684365","repostType":4,"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143752931,"gmtCreate":1625819789623,"gmtModify":1703749204037,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wall street +no Chinese Companies = no fun at all","listText":"Wall street +no Chinese Companies = no fun at all","text":"Wall street +no Chinese Companies = no fun at all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/143752931","repostId":"1161133836","repostType":4,"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802882961,"gmtCreate":1627751368453,"gmtModify":1703495467981,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Totally agreed... we will never know what is going on behind... the playground is too big&nbsp;","listText":"Totally agreed... we will never know what is going on behind... the playground is too big&nbsp;","text":"Totally agreed... we will never know what is going on behind... the playground is too big","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802882961","repostId":"1127411624","repostType":4,"repost":{"id":"1127411624","pubTimestamp":1627715622,"share":"https://www.laohu8.com/m/news/1127411624?lang=&edition=full","pubTime":"2021-07-31 15:13","market":"us","language":"en","title":"Here’s your to-do list before the stock market’s next dive","url":"https://stock-news.laohu8.com/highlight/detail?id=1127411624","media":"MarketWatch","summary":"After hibernating for months, the stock-market bears came out of their caves on July 19. That day, t","content":"<p>After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at least for a day.</p>\n<p>As usual, everyone wanted to know why the market fell, and the analysts had prepared answers, from COVID-19’s Delta variant to the Consumer Price Index to overbought technical indicators.</p>\n<p>The truth is that nobody knows. People have multiple reasons for selling, so it’s ridiculous to blame one event. That said, a big contributor to the decline was automatic, computer-generated selling. Once large market participants, especially algos, started selling, there was a mad rush out of the door. No one wanted to be the last one out, so retail traders and institutions sold in a panic, which got more intense as the day went on.</p>\n<p>Technical indicators contributed as well: The weekly relative strength indicator (RSI) has been remarkably accurate in warning of a market reversal. Once RSI goes over 70 and stays there, buyers beware.&nbsp; After the July 26 market close, the RSI of the S&amp;P 500SPX,-0.54%stood at 71.36 on the weekly chart — an extremely overbought reading. Does this mean that the index is going to plunge tomorrow? No one knows. But RSI is giving a clue that the U.S. market is in the danger zone.</p>\n<p><b>The bad news bears can’t catch a break</b></p>\n<p>Before the bears could say, “I told you so,” the next day, July 20, the 700-plus point Dow selloff was erased by a 550-point Dow rally. The bulls forgot about the selloff and returned to celebrating, and gulping glass after glass of their favorite drink, “bull-ade.” Once again, the storm passed, but this time a little fear creeped into the bulls’ psyche. Before, the only fear was the fear of missing out on the next rally. Now, many investors realize the market can actually go down.</p>\n<p><b>What to do now</b></p>\n<p>The next time the market plunges and you’re experiencing a variety of emotions, the following guide might help:</p>\n<p><b>1. If you’re panicked</b>: Don’t do something; sit there. Do not buy, do not sell, just sit tight. In fact, turn off the computer or other devices. Don’t fret over how much paper money you lost that day. Exercise, walk, run, swim, ride a bike. Your goal is to reduce emotions so you can get a good night’s sleep. When the market stabilizes, reevaluate what you own. Do not make any big financial decisions on days like this.</p>\n<p><b>2. If you’re afraid</b>: Take it easy. The selloff will end eventually. There is no reason to panic. Again, reevaluate what you own when the market comes to its senses.</p>\n<p><b>3. If you’re unaffected:</b>Still, check your portfolio to make sure you are properly diversified. While it’s find to not care if the market falls, be sure you are hedged for a worst-case scenario. One day there will be a bear market that will last months or years. Be prepared.</p>\n<p><b>What specific actions should you take?</b></p>\n<p>Now that you’ve taken care of your emotional health, there are other financial decisions you can make. Let’s take a look atsome strategies and tacticsthat may help:</p>\n<ol>\n <li>Sell if the stocks or indexes you own fall below their 200-day moving averages. Note: The major indexes such as the Standard &amp; Poor’s 500SPX,-0.54%have not fallen below (and stayed below) their 200-day averages for a decade. When they do eventually, that is a clear sell signal.</li>\n <li>Create a long-term investment plan and follow it no matter what happens in the short term.</li>\n <li>Dollar-cost average into index funds.</li>\n <li>Diversify. This is the key to success in the stock market and in life. If you own only stocks, consider bonds, but talk to a financial professional (not your neighbor) before taking this step.</li>\n <li>Buy the big dips. This strategy still works. If you had bought the dip on July 19, you would have cleaned up on July 20. One day this strategy won’t work, but that day hasn’t come yet.</li>\n <li>Sell covered-call options. This is still an excellent way to generate extra income. This strategy is also ideal for disposing of unwanted stocks, and getting paid for it.</li>\n</ol>\n<p><b>Plan for the next correction or bear market</b></p>\n<p>After a 13-year bull market, the clock is ticking for U.S. stocks. While the bulls scored another victory this time, one day the market won’t reverse direction and will begin a steep correction, or worse yet, a bear market. That’s when you will be glad that you have a plan and an investment script to follow on the worst days.</p>\n<p>Know what you own, sell to the “sleep-well” point and diversify into a variety of financial products including cash and bonds. This way, when the market plunges again, you won’t make knee-jerk emotional decisions or suffer an anxiety attack.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s your to-do list before the stock market’s next dive</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\">\nHere’s your to-do list before the stock market’s next dive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at ...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127411624","content_text":"After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at least for a day.\nAs usual, everyone wanted to know why the market fell, and the analysts had prepared answers, from COVID-19’s Delta variant to the Consumer Price Index to overbought technical indicators.\nThe truth is that nobody knows. People have multiple reasons for selling, so it’s ridiculous to blame one event. That said, a big contributor to the decline was automatic, computer-generated selling. Once large market participants, especially algos, started selling, there was a mad rush out of the door. No one wanted to be the last one out, so retail traders and institutions sold in a panic, which got more intense as the day went on.\nTechnical indicators contributed as well: The weekly relative strength indicator (RSI) has been remarkably accurate in warning of a market reversal. Once RSI goes over 70 and stays there, buyers beware.  After the July 26 market close, the RSI of the S&P 500SPX,-0.54%stood at 71.36 on the weekly chart — an extremely overbought reading. Does this mean that the index is going to plunge tomorrow? No one knows. But RSI is giving a clue that the U.S. market is in the danger zone.\nThe bad news bears can’t catch a break\nBefore the bears could say, “I told you so,” the next day, July 20, the 700-plus point Dow selloff was erased by a 550-point Dow rally. The bulls forgot about the selloff and returned to celebrating, and gulping glass after glass of their favorite drink, “bull-ade.” Once again, the storm passed, but this time a little fear creeped into the bulls’ psyche. Before, the only fear was the fear of missing out on the next rally. Now, many investors realize the market can actually go down.\nWhat to do now\nThe next time the market plunges and you’re experiencing a variety of emotions, the following guide might help:\n1. If you’re panicked: Don’t do something; sit there. Do not buy, do not sell, just sit tight. In fact, turn off the computer or other devices. Don’t fret over how much paper money you lost that day. Exercise, walk, run, swim, ride a bike. Your goal is to reduce emotions so you can get a good night’s sleep. When the market stabilizes, reevaluate what you own. Do not make any big financial decisions on days like this.\n2. If you’re afraid: Take it easy. The selloff will end eventually. There is no reason to panic. Again, reevaluate what you own when the market comes to its senses.\n3. If you’re unaffected:Still, check your portfolio to make sure you are properly diversified. While it’s find to not care if the market falls, be sure you are hedged for a worst-case scenario. One day there will be a bear market that will last months or years. Be prepared.\nWhat specific actions should you take?\nNow that you’ve taken care of your emotional health, there are other financial decisions you can make. Let’s take a look atsome strategies and tacticsthat may help:\n\nSell if the stocks or indexes you own fall below their 200-day moving averages. Note: The major indexes such as the Standard & Poor’s 500SPX,-0.54%have not fallen below (and stayed below) their 200-day averages for a decade. When they do eventually, that is a clear sell signal.\nCreate a long-term investment plan and follow it no matter what happens in the short term.\nDollar-cost average into index funds.\nDiversify. This is the key to success in the stock market and in life. If you own only stocks, consider bonds, but talk to a financial professional (not your neighbor) before taking this step.\nBuy the big dips. This strategy still works. If you had bought the dip on July 19, you would have cleaned up on July 20. One day this strategy won’t work, but that day hasn’t come yet.\nSell covered-call options. This is still an excellent way to generate extra income. This strategy is also ideal for disposing of unwanted stocks, and getting paid for it.\n\nPlan for the next correction or bear market\nAfter a 13-year bull market, the clock is ticking for U.S. stocks. While the bulls scored another victory this time, one day the market won’t reverse direction and will begin a steep correction, or worse yet, a bear market. That’s when you will be glad that you have a plan and an investment script to follow on the worst days.\nKnow what you own, sell to the “sleep-well” point and diversify into a variety of financial products including cash and bonds. This way, when the market plunges again, you won’t make knee-jerk emotional decisions or suffer an anxiety attack.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143374992,"gmtCreate":1625768525416,"gmtModify":1703748211153,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Agree with Jemore Schneider's views.&nbsp;","listText":"Agree with Jemore Schneider's views.&nbsp;","text":"Agree with Jemore Schneider's views.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/143374992","repostId":"1162204971","repostType":4,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151137828,"gmtCreate":1625066914364,"gmtModify":1703735416870,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"What are u waiting for, apple&nbsp;","listText":"What are u waiting for, apple&nbsp;","text":"What are u waiting for, apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/151137828","repostId":"1110936297","repostType":2,"repost":{"id":"1110936297","pubTimestamp":1625036047,"share":"https://www.laohu8.com/m/news/1110936297?lang=&edition=full","pubTime":"2021-06-30 14:54","market":"us","language":"en","title":"Apple: Act Quickly Before The Run To $172","url":"https://stock-news.laohu8.com/highlight/detail?id=1110936297","media":"seekingalpha","summary":"Apple faces many external threats from regulators in the developed world.But I see these as largely priced in, although they remain a threat longer term.Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.I have made it no secret that I’m a big fan of Apple. In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple faces many external threats from regulators in the developed world.</li>\n <li>But I see these as largely priced in, although they remain a threat longer term.</li>\n <li>Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/219c4f41554f7e91be4c02cd87e3f8d6\" tg-width=\"1536\" tg-height=\"1024\"><span>fMing Yeung/Getty Images News</span></p>\n<p>I have made it no secret that I’m a big fan of&nbsp;<b>Apple</b>(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a&nbsp;big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37078c4ff01404a43176bb2e2555834d\" tg-width=\"640\" tg-height=\"615\"><span>Source: StockCharts</span></p>\n<p>To start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.</p>\n<p>Ascending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.</p>\n<p>What do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.</p>\n<p>Finally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has been<i>very</i>reliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.</p>\n<p>The important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.</p>\n<p>To be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.</p>\n<p>The risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.</p>\n<p><b>Why does Apple rally pre-earnings?</b></p>\n<p>To put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6233212bc10ea38f20e75d2ed0ab603e\" tg-width=\"640\" tg-height=\"284\"><span>Source:Seeking Alpha</span></p>\n<p>This is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.</p>\n<p>Keep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.</p>\n<p>In terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebf56ca48e2364fd7314f9140bc3ab5c\" tg-width=\"640\" tg-height=\"286\"><span>Source:Seeking Alpha</span></p>\n<p>The sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bd9aaadd1cc3a29d7b8e787296ab4b\" tg-width=\"454\" tg-height=\"110\"><span>Source:Seeking Alpha</span></p>\n<p>I think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and<i>100%</i>of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.</p>\n<p><b>Not all is well</b></p>\n<p>Apple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.</p>\n<p>First, the FTC made the headlines a few weeks ago by appointing&nbsp;Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.</p>\n<p>The&nbsp;White Houseis apparently on board with this line of thinking, and the&nbsp;House&nbsp;is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't a<i>positive</i>&nbsp;catalyst.</p>\n<p>Apple is facing a similar threat in&nbsp;Germany&nbsp;and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).</p>\n<p>Apple is also still very much beholden to the never-ending trade war between&nbsp;China&nbsp;and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.</p>\n<p><b>Final thoughts</b></p>\n<p>I’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.</p>\n<p>The threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.</p>\n<p>Keep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.</p>\n<p>I detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the&nbsp;prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.</p>\n<p>The important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.</p>\n<p>The bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.</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>Apple: Act Quickly Before The Run To $172</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\">\nApple: Act Quickly Before The Run To $172\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 14:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110936297","content_text":"Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.\n\nfMing Yeung/Getty Images News\nI have made it no secret that I’m a big fan of Apple(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.\nSource: StockCharts\nTo start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.\nAscending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.\nWhat do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.\nFinally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has beenveryreliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.\nThe important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.\nTo be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.\nThe risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.\nWhy does Apple rally pre-earnings?\nTo put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.\nSource:Seeking Alpha\nThis is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.\nKeep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.\nIn terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.\nSource:Seeking Alpha\nThe sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.\nSource:Seeking Alpha\nI think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and100%of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.\nNot all is well\nApple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.\nFirst, the FTC made the headlines a few weeks ago by appointing Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.\nThe White Houseis apparently on board with this line of thinking, and the House is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't apositive catalyst.\nApple is facing a similar threat in Germany and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).\nApple is also still very much beholden to the never-ending trade war between China and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.\nFinal thoughts\nI’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.\nThe threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.\nKeep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.\nI detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.\nThe important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.\nThe bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151138732,"gmtCreate":1625066748726,"gmtModify":1703735409957,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"EV, gogogo.....&nbsp;","listText":"EV, gogogo.....&nbsp;","text":"EV, gogogo.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151138732","repostId":"1155548924","repostType":4,"repost":{"id":"1155548924","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":1625063251,"share":"https://www.laohu8.com/m/news/1155548924?lang=&edition=full","pubTime":"2021-06-30 22:27","market":"us","language":"en","title":"EV stocks surged in Wednesday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1155548924","media":"Tiger Newspress","summary":"EV stocks surged in Wednesday morning trading.Nio, Li Auto&nbsp;and Tesla&nbsp;climbed between 0.7% and 5.6%.&nbsp;While&nbsp;Xpeng Motors&nbsp;fell&nbsp;0.7%.","content":"<p>EV stocks surged in Wednesday morning trading.Nio, Li Auto&nbsp;and Tesla&nbsp;climbed between 0.7% and 5.6%.&nbsp;While&nbsp;Xpeng Motors&nbsp;fell&nbsp;0.7%.</p>\n<p><img src=\"https://static.tigerbbs.com/5b3cdf9487d32d5f8f934cea51ae1ab2\" tg-width=\"375\" tg-height=\"352\"></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>EV stocks surged in Wednesday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks surged in Wednesday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-30 22:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV stocks surged in Wednesday morning trading.Nio, Li Auto&nbsp;and Tesla&nbsp;climbed between 0.7% and 5.6%.&nbsp;While&nbsp;Xpeng Motors&nbsp;fell&nbsp;0.7%.</p>\n<p><img src=\"https://static.tigerbbs.com/5b3cdf9487d32d5f8f934cea51ae1ab2\" tg-width=\"375\" tg-height=\"352\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155548924","content_text":"EV stocks surged in Wednesday morning trading.Nio, Li Auto and Tesla climbed between 0.7% and 5.6%. While Xpeng Motors fell 0.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124649960,"gmtCreate":1624763961850,"gmtModify":1703844701254,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"NIO, bigger market&nbsp;","listText":"NIO, bigger market&nbsp;","text":"NIO, bigger market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124649960","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</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>Ford Or NIO? The Final Verdict</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155653620,"gmtCreate":1625415865060,"gmtModify":1703741487333,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"European Union is very strong in many ways ...&nbsp;","listText":"European Union is very strong in many ways ...&nbsp;","text":"European Union is very strong in many ways ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155653620","repostId":"2148807264","repostType":4,"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147167026,"gmtCreate":1626342856365,"gmtModify":1703758271213,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great, travel stocks will go out once the global situation is better.&nbsp;But what's happened to trip.com?&nbsp;","listText":"Great, travel stocks will go out once the global situation is better.&nbsp;But what's happened to trip.com?&nbsp;","text":"Great, travel stocks will go out once the global situation is better. But what's happened to trip.com?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147167026","repostId":"1188432047","repostType":4,"repost":{"id":"1188432047","pubTimestamp":1626271717,"share":"https://www.laohu8.com/m/news/1188432047?lang=&edition=full","pubTime":"2021-07-14 22:08","market":"us","language":"en","title":"American Airlines Surges as Travel Rebound Brightens Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1188432047","media":"Bloomberg","summary":"(Bloomberg) -- American Airlines Group Inc. surged after the carrier projected it would post a “slig","content":"<p>(Bloomberg) -- American Airlines Group Inc. surged after the carrier projected it would post a “slight” pretax profit when it reports earnings next week, the latest sign of a rebound in U.S. travel.</p>\n<p>Pretax profit margins excluding special items will be better than expected thanks to cost controls and rising demand for flights, American said in a regulatory filing Tuesday. Sales will be down only 37.5% compared with their level two years ago. American had previously predicted a 40% drop from pre-pandemic levels.</p>\n<p>“We are clearly moving in the right direction,” Chief Executive Officer Doug Parker and President Robert Isom said in a message to employees. “Our revenue and expense performance in the quarter came in better than expectations, and this was achieved while bringing the operation back up to full capacity and safely transporting a record number of travelers.”</p>\n<p>Spurred by vaccination campaigns, lighter government restrictions and pent-up demand from consumers after more than a year of mostly staying close to home, air travel is recovering faster than expected. U.S. airlines are poised to provide more insight into the state of that comeback as most carriers report second-quarter results over the next 10 days, starting Wednesday with Delta Air Lines Inc.</p>\n<p>American jumped 5.5% to $21.12 at 9:49 a.m. in New York, easily topping the S&amp;P 500. The shares had gained 72% in the 12 months through Tuesday, the most on a Standard &amp; Poor’s index of major U.S. airlines.</p>\n<p>The Fort Worth, Texas-based carrier expects to report a “slight net profit” in the second quarter, including special items, Parker and Isom told employees. In the regulatory filing, American forecast that its net result would range between a $35 million loss and a $25 million profit.</p>","source":"lsy1612507957220","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>American Airlines Surges as Travel Rebound Brightens Outlook</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\">\nAmerican Airlines Surges as Travel Rebound Brightens Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/american-airlines-surges-travel-rebound-135308361.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- American Airlines Group Inc. surged after the carrier projected it would post a “slight” pretax profit when it reports earnings next week, the latest sign of a rebound in U.S. travel.\n...</p>\n\n<a href=\"https://finance.yahoo.com/news/american-airlines-surges-travel-rebound-135308361.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空"},"source_url":"https://finance.yahoo.com/news/american-airlines-surges-travel-rebound-135308361.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188432047","content_text":"(Bloomberg) -- American Airlines Group Inc. surged after the carrier projected it would post a “slight” pretax profit when it reports earnings next week, the latest sign of a rebound in U.S. travel.\nPretax profit margins excluding special items will be better than expected thanks to cost controls and rising demand for flights, American said in a regulatory filing Tuesday. Sales will be down only 37.5% compared with their level two years ago. American had previously predicted a 40% drop from pre-pandemic levels.\n“We are clearly moving in the right direction,” Chief Executive Officer Doug Parker and President Robert Isom said in a message to employees. “Our revenue and expense performance in the quarter came in better than expectations, and this was achieved while bringing the operation back up to full capacity and safely transporting a record number of travelers.”\nSpurred by vaccination campaigns, lighter government restrictions and pent-up demand from consumers after more than a year of mostly staying close to home, air travel is recovering faster than expected. U.S. airlines are poised to provide more insight into the state of that comeback as most carriers report second-quarter results over the next 10 days, starting Wednesday with Delta Air Lines Inc.\nAmerican jumped 5.5% to $21.12 at 9:49 a.m. in New York, easily topping the S&P 500. The shares had gained 72% in the 12 months through Tuesday, the most on a Standard & Poor’s index of major U.S. airlines.\nThe Fort Worth, Texas-based carrier expects to report a “slight net profit” in the second quarter, including special items, Parker and Isom told employees. In the regulatory filing, American forecast that its net result would range between a $35 million loss and a $25 million profit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142478381,"gmtCreate":1626172708143,"gmtModify":1703754770540,"author":{"id":"3573720269925951","authorId":"3573720269925951","name":"HU222","avatar":"https://static.itradeup.com/news/3f987c01cbeb593a0bef9114f67170cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Financial predators' games","listText":"Financial predators' games","text":"Financial predators' games","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142478381","repostId":"1101566017","repostType":4,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}