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08-13

Please tank

Home Depot’s Earnings Face a Tough Fix. Home Improvement Demand Is Still "Frozen."

2022-02-15

Stop shilling shit stocks

Is Sea Limited Stock a Buy After It Crashed and Burned on Monday?

2021-09-03

Damn wish I had puts on this!

Sorry, the original content has been removed

2021-09-01

As a Millennial with no generational wealth and learning saving your pay check doesn’t get you anywhere this is so true! Get rich or die trying!

Why I’m Still Rage-Buying Meme Stocks

2021-09-01

So WFC tanked big time today after this promotion ?

9 stocks hedge funds and mutual funds really love right now: Goldman

2021-08-24

Ooooo so looking like DR Michael Burry is right.... bring on the puts!

Sorry, the original content has been removed

2021-08-20

Ummmm the article right before this is the exact opposite headlined “something has got to give” in the stock market, warning of a crash........

Ark's Cathie Wood says stock market 'couldn't be further away from a bubble.' Here's why.

2021-08-05

Ummmm so I brought puts on CCL because Delta was spreading—— and then it rallied up 16% in the 2days after

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

2021-08-03

Motley Fool I have learnt my lesson, I will be buying puts on these

Sorry, the original content has been removed

2021-07-13

Tell me your opinion about this news...

SPI Energy stock jumps 17% on launching next generation electric pickup truck EF1-T

2021-06-16

Hurry up I have call options expiring

Sorry, the original content has been removed

Go to Tiger App to see more news

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Home Improvement Demand Is Still \"Frozen.\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1198713606","media":"Dow Jones","summary":"Home Depot’s second-quarter earnings are likely to be more of a patch job than a full renovation, as the home improvement market continues to struggle with sluggish momentum.The retailer’s results are","content":"<html><head></head><body><p>Home Depot’s second-quarter earnings are likely to be more of a patch job than a full renovation, as the home improvement market continues to struggle with sluggish momentum.</p><p style=\"text-align: start;\">The retailer’s results are due Tuesday morning. Investors are bracing for another soft print, reflecting how the home improvement market “remains frozen,” wrote Greg Melich, an analyst at Evercore ISI.</p><p>Consumers tend to start renovation projects before selling a house, or just after buying a new place. But many potential buyers are still put off by high interest rates and housing prices, resulting in fewer home improvement efforts. Higher rates also discourage homeowners from taking on larger, discretionary projects—such as renovating a kitchen, bathroom, or building a new deck—until borrowing becomes less expensive.</p><p>These macroeconomic challenges have weighed on Home Depot’s sales and share performance for the past few quarters. The company’s first-quarter sales fell 2.3% from a year prior, coming in short of analysts’ estimates.</p><p>Analysts are betting second-quarter sales will be close to 1% lower year-over-year at $42.6 billion, while same-store sales will be down by 2.2%, according to FactSet consensus estimates. Projections call for adjusted earnings of $4.53 a share, compared with $4.65 a year ago.</p><p>The Street is also growing wary that Home Depot may cut its full-year guidance—and in this case, weak demand is only part of the equation. Home Depot’s recent acquisition of SRS Distribution could weigh on earnings per share in the near term, analysts say.</p><p style=\"text-align: start;\">The SRS acquisition is still hotly debated up and down Wall Street. Its detractors point to how the $18 billion purchase will add billions in incremental debt to Home Depot’s balance sheet, leading to a pause in share buybacks.</p><p style=\"text-align: start;\">But bulls such as David Bellinger, an analyst at Mizuho Securities, say the acquisition was a “necessary unlock” for the company to tap into larger, complex project work that could lead to significant revenue and margin growth in the long run.</p><p style=\"text-align: start;\">Home Depot’s management is likely to field several questions about SRS on Tuesday’s quarterly earnings call as investors try to form a better understanding of how it will affect their views about Home Depot.</p><p style=\"text-align: start;\">In the end, however, it’s possible that neither the company’s results nor commentary on SRS will have the biggest bearing on the stock’s movement following earnings, but rather management’s thoughts about future home-improvement demand.</p><p style=\"text-align: start;\">Steven Shemesh, an analyst at RBC Capital Markets, believes investors are willing to overlook near-term weakness in the hopes that sales will improve once interest rates are lower, leading to a sector-wide recovery.</p><p style=\"text-align: start;\">Indeed, that hope is partially what’s bolstering Bellinger’s, the Mizuho analyst, Outperform rating on the stock.</p><p style=\"text-align: start;\">“Our optimistic stance comes ahead of a pending inflection in transaction count growth, where we see HD well-positioned to benefit from a 2H24E sector recovery,” he wrote.</p><p style=\"text-align: start;\">That said, it’s going to take some time for consumers to feel the impact of lower rates, which means it may still be a few months before companies such as Home Depot and competitor Lowe’s see an uptick in demand. Evercore’s Melich doesn’t believe home improvement spending will turn positive until 2025.</p><p style=\"text-align: start;\">“Anticipation of lower rates could be deferring both housing AND remodel demand in 2024, which means that if rates start to come down, the duration of the [home improvement] downturn (13 quarters of negative traffic) and current below trend demand should lead to some growth into 2025,” Melich wrote.</p><p style=\"text-align: start;\">Home Depot stock closed 0.8% lower at $345.81 Monday. The shares are up 0.2% this year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Home Depot’s Earnings Face a Tough Fix. Home Improvement Demand Is Still \"Frozen.\"</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\">\nHome Depot’s Earnings Face a Tough Fix. Home Improvement Demand Is Still \"Frozen.\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-13 13:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Home Depot’s second-quarter earnings are likely to be more of a patch job than a full renovation, as the home improvement market continues to struggle with sluggish momentum.</p><p style=\"text-align: start;\">The retailer’s results are due Tuesday morning. Investors are bracing for another soft print, reflecting how the home improvement market “remains frozen,” wrote Greg Melich, an analyst at Evercore ISI.</p><p>Consumers tend to start renovation projects before selling a house, or just after buying a new place. But many potential buyers are still put off by high interest rates and housing prices, resulting in fewer home improvement efforts. Higher rates also discourage homeowners from taking on larger, discretionary projects—such as renovating a kitchen, bathroom, or building a new deck—until borrowing becomes less expensive.</p><p>These macroeconomic challenges have weighed on Home Depot’s sales and share performance for the past few quarters. The company’s first-quarter sales fell 2.3% from a year prior, coming in short of analysts’ estimates.</p><p>Analysts are betting second-quarter sales will be close to 1% lower year-over-year at $42.6 billion, while same-store sales will be down by 2.2%, according to FactSet consensus estimates. Projections call for adjusted earnings of $4.53 a share, compared with $4.65 a year ago.</p><p>The Street is also growing wary that Home Depot may cut its full-year guidance—and in this case, weak demand is only part of the equation. Home Depot’s recent acquisition of SRS Distribution could weigh on earnings per share in the near term, analysts say.</p><p style=\"text-align: start;\">The SRS acquisition is still hotly debated up and down Wall Street. Its detractors point to how the $18 billion purchase will add billions in incremental debt to Home Depot’s balance sheet, leading to a pause in share buybacks.</p><p style=\"text-align: start;\">But bulls such as David Bellinger, an analyst at Mizuho Securities, say the acquisition was a “necessary unlock” for the company to tap into larger, complex project work that could lead to significant revenue and margin growth in the long run.</p><p style=\"text-align: start;\">Home Depot’s management is likely to field several questions about SRS on Tuesday’s quarterly earnings call as investors try to form a better understanding of how it will affect their views about Home Depot.</p><p style=\"text-align: start;\">In the end, however, it’s possible that neither the company’s results nor commentary on SRS will have the biggest bearing on the stock’s movement following earnings, but rather management’s thoughts about future home-improvement demand.</p><p style=\"text-align: start;\">Steven Shemesh, an analyst at RBC Capital Markets, believes investors are willing to overlook near-term weakness in the hopes that sales will improve once interest rates are lower, leading to a sector-wide recovery.</p><p style=\"text-align: start;\">Indeed, that hope is partially what’s bolstering Bellinger’s, the Mizuho analyst, Outperform rating on the stock.</p><p style=\"text-align: start;\">“Our optimistic stance comes ahead of a pending inflection in transaction count growth, where we see HD well-positioned to benefit from a 2H24E sector recovery,” he wrote.</p><p style=\"text-align: start;\">That said, it’s going to take some time for consumers to feel the impact of lower rates, which means it may still be a few months before companies such as Home Depot and competitor Lowe’s see an uptick in demand. Evercore’s Melich doesn’t believe home improvement spending will turn positive until 2025.</p><p style=\"text-align: start;\">“Anticipation of lower rates could be deferring both housing AND remodel demand in 2024, which means that if rates start to come down, the duration of the [home improvement] downturn (13 quarters of negative traffic) and current below trend demand should lead to some growth into 2025,” Melich wrote.</p><p style=\"text-align: start;\">Home Depot stock closed 0.8% lower at $345.81 Monday. The shares are up 0.2% this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HD":"家得宝"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198713606","content_text":"Home Depot’s second-quarter earnings are likely to be more of a patch job than a full renovation, as the home improvement market continues to struggle with sluggish momentum.The retailer’s results are due Tuesday morning. Investors are bracing for another soft print, reflecting how the home improvement market “remains frozen,” wrote Greg Melich, an analyst at Evercore ISI.Consumers tend to start renovation projects before selling a house, or just after buying a new place. But many potential buyers are still put off by high interest rates and housing prices, resulting in fewer home improvement efforts. Higher rates also discourage homeowners from taking on larger, discretionary projects—such as renovating a kitchen, bathroom, or building a new deck—until borrowing becomes less expensive.These macroeconomic challenges have weighed on Home Depot’s sales and share performance for the past few quarters. The company’s first-quarter sales fell 2.3% from a year prior, coming in short of analysts’ estimates.Analysts are betting second-quarter sales will be close to 1% lower year-over-year at $42.6 billion, while same-store sales will be down by 2.2%, according to FactSet consensus estimates. Projections call for adjusted earnings of $4.53 a share, compared with $4.65 a year ago.The Street is also growing wary that Home Depot may cut its full-year guidance—and in this case, weak demand is only part of the equation. Home Depot’s recent acquisition of SRS Distribution could weigh on earnings per share in the near term, analysts say.The SRS acquisition is still hotly debated up and down Wall Street. Its detractors point to how the $18 billion purchase will add billions in incremental debt to Home Depot’s balance sheet, leading to a pause in share buybacks.But bulls such as David Bellinger, an analyst at Mizuho Securities, say the acquisition was a “necessary unlock” for the company to tap into larger, complex project work that could lead to significant revenue and margin growth in the long run.Home Depot’s management is likely to field several questions about SRS on Tuesday’s quarterly earnings call as investors try to form a better understanding of how it will affect their views about Home Depot.In the end, however, it’s possible that neither the company’s results nor commentary on SRS will have the biggest bearing on the stock’s movement following earnings, but rather management’s thoughts about future home-improvement demand.Steven Shemesh, an analyst at RBC Capital Markets, believes investors are willing to overlook near-term weakness in the hopes that sales will improve once interest rates are lower, leading to a sector-wide recovery.Indeed, that hope is partially what’s bolstering Bellinger’s, the Mizuho analyst, Outperform rating on the stock.“Our optimistic stance comes ahead of a pending inflection in transaction count growth, where we see HD well-positioned to benefit from a 2H24E sector recovery,” he wrote.That said, it’s going to take some time for consumers to feel the impact of lower rates, which means it may still be a few months before companies such as Home Depot and competitor Lowe’s see an uptick in demand. Evercore’s Melich doesn’t believe home improvement spending will turn positive until 2025.“Anticipation of lower rates could be deferring both housing AND remodel demand in 2024, which means that if rates start to come down, the duration of the [home improvement] downturn (13 quarters of negative traffic) and current below trend demand should lead to some growth into 2025,” Melich wrote.Home Depot stock closed 0.8% lower at $345.81 Monday. The shares are up 0.2% this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095632700,"gmtCreate":1644892148404,"gmtModify":1676533972871,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Stop shilling shit stocks","listText":"Stop shilling shit stocks","text":"Stop shilling shit stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095632700","repostId":"1169371616","repostType":4,"repost":{"id":"1169371616","kind":"news","pubTimestamp":1644891127,"share":"https://ttm.financial/m/news/1169371616?lang=&edition=fundamental","pubTime":"2022-02-15 10:12","market":"us","language":"en","title":"Is Sea Limited Stock a Buy After It Crashed and Burned on Monday?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169371616","media":"Motley Fool","summary":"Shares of Sea Limited had a tough day on Monday. After cratering as much as 19.7%, the stock ended t","content":"<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/SE\"><b>Sea Limited</b></a> had a tough day on Monday. After cratering as much as 19.7%, the stock ended the trading day down 18.4%.</p><p>Investors learned today that India had plans to ban the company&#39;s marquee mobile game <i>Free Fire</i>, citing security concerns. Given the situation and the tremendous haircut it was given today, is Sea Limited stock a buy?</p><p>Context is important</p><p>It&#39;s understandable that investors might have something of a new-jerk reaction to todays news. Over the past several years, the company has been introducing<i>Free Fire</i>to gamers in a number of new regions, including India and Latin America. Once the game has a foothold, Sea Limited introduces Shopee -- its e-commerce platform -- and Sea Money, its digital payments solution, employing something of a land-and-expand strategy.</p><p>A look at Sea Limited&#39;s recent results illustrates the success of that strategy. In the 2021 third quarter, revenue of $2.7 billion ballooned 122% year over year, while its gross profit of $1 billion surged 148%. Of that total, the digital entertainment (gaming) segment accounted for $1.1 billion, while e-commerce generated $1.3 billion accounting for the lion&#39;s share of Sea Limited&#39;s revenue.</p><p>However, India represented less than 3% of Sea&#39;s gaming revenue, or roughly $33 million, or roughly 1.2% of total sales.</p><p>But is it a buy?</p><p>While Sea Limited&#39;s revenue is growing like wildfire (or<i>Free Fire</i>, as the case may be), the company is far from profitable. It generated a net loss of $571 million in Q3, but the news isn&#39;t as bad as it might seem at first glance. Thetech giantgenerated operating cash flow of $513 million during the quarter, suggesting that non-cash expenses including depreciation account for the bulk of its losses.</p><p>This is a high-growth, high volatility stock that is by no means cheap. It has a valuation of 129, when a reasonable price-to-sales ratio is generally considered to be between 1 and 2. However, given Sea Limited&#39;s stunning growth rate and vast opportunity, investors with a stomach for volatility should consider getting shares at a discount.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Sea Limited Stock a Buy After It Crashed and Burned on Monday?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Sea Limited Stock a Buy After It Crashed and Burned on Monday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/14/is-sea-limited-stock-a-buy-after-it-crashed-and-bu/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Sea Limited had a tough day on Monday. After cratering as much as 19.7%, the stock ended the trading day down 18.4%.Investors learned today that India had plans to ban the company's marquee ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/14/is-sea-limited-stock-a-buy-after-it-crashed-and-bu/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/02/14/is-sea-limited-stock-a-buy-after-it-crashed-and-bu/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169371616","content_text":"Shares of Sea Limited had a tough day on Monday. After cratering as much as 19.7%, the stock ended the trading day down 18.4%.Investors learned today that India had plans to ban the company's marquee mobile game Free Fire, citing security concerns. Given the situation and the tremendous haircut it was given today, is Sea Limited stock a buy?Context is importantIt's understandable that investors might have something of a new-jerk reaction to todays news. Over the past several years, the company has been introducingFree Fireto gamers in a number of new regions, including India and Latin America. Once the game has a foothold, Sea Limited introduces Shopee -- its e-commerce platform -- and Sea Money, its digital payments solution, employing something of a land-and-expand strategy.A look at Sea Limited's recent results illustrates the success of that strategy. In the 2021 third quarter, revenue of $2.7 billion ballooned 122% year over year, while its gross profit of $1 billion surged 148%. Of that total, the digital entertainment (gaming) segment accounted for $1.1 billion, while e-commerce generated $1.3 billion accounting for the lion's share of Sea Limited's revenue.However, India represented less than 3% of Sea's gaming revenue, or roughly $33 million, or roughly 1.2% of total sales.But is it a buy?While Sea Limited's revenue is growing like wildfire (orFree Fire, as the case may be), the company is far from profitable. It generated a net loss of $571 million in Q3, but the news isn't as bad as it might seem at first glance. Thetech giantgenerated operating cash flow of $513 million during the quarter, suggesting that non-cash expenses including depreciation account for the bulk of its losses.This is a high-growth, high volatility stock that is by no means cheap. It has a valuation of 129, when a reasonable price-to-sales ratio is generally considered to be between 1 and 2. However, given Sea Limited's stunning growth rate and vast opportunity, investors with a stomach for volatility should consider getting shares at a discount.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812754922,"gmtCreate":1630626922066,"gmtModify":1676530358298,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Damn wish I had puts on this!&nbsp;","listText":"Damn wish I had puts on this!&nbsp;","text":"Damn wish I had puts on this!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/812754922","repostId":"1186835624","repostType":2,"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585191808723701","authorId":"3585191808723701","name":"Mattsailor","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3585191808723701","authorIdStr":"3585191808723701"},"content":"No you don't. Problem is the put option strike price available doesn't go 80% below the stock price before the fall. I got slightly burned. [shh]","text":"No you don't. Problem is the put option strike price available doesn't go 80% below the stock price before the fall. I got slightly burned. [shh]","html":"No you don't. Problem is the put option strike price available doesn't go 80% below the stock price before the fall. I got slightly burned. [shh]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816611661,"gmtCreate":1630495252853,"gmtModify":1676530319439,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"As a Millennial with no generational wealth and learning saving your pay check doesn’t get you anywhere this is so true! Get rich or die trying!&nbsp;","listText":"As a Millennial with no generational wealth and learning saving your pay check doesn’t get you anywhere this is so true! Get rich or die trying!&nbsp;","text":"As a Millennial with no generational wealth and learning saving your pay check doesn’t get you anywhere this is so true! Get rich or die trying!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816611661","repostId":"1128788292","repostType":4,"repost":{"id":"1128788292","kind":"news","pubTimestamp":1630489878,"share":"https://ttm.financial/m/news/1128788292?lang=&edition=fundamental","pubTime":"2021-09-01 17:51","market":"us","language":"en","title":"Why I’m Still Rage-Buying Meme Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1128788292","media":"Barrons","summary":"Karl Marx would have loved Reddit. If the German philosopher were alive today, he’d be posting that ","content":"<p>Karl Marx would have loved Reddit. If the German philosopher were alive today, he’d be posting that everyone should get in on trading meme stocks and cryptocurrency. Not to get rich—though that’s a nice side benefit—but to strike back at the investor class. “It’s worthwhile running some risk in order to relieve the enemy of his money,” Marx&nbsp;wrote. I’m right there with you, Karl.</p>\n<p>Working-class millennials have been denied the chance to build generational wealth over the course of our professional careers. Many of us are risking what little we have left as a way of raging against a machine we feel is rigged against us. And we’re following in Marx’s footsteps.</p>\n<p>After a friend died in 1864, Marx received £820 in a bequest, his biographer&nbsp;recounts. That comes out to roughly $151,500 today after adjusting for inflation and applying current conversion rates. Marx used a portion of his inheritance to become a financial speculator, often engaging in the same sort of penny-stock bubble schemes that the notorious WallStreetBets sub-Reddit has been accused of engaging in this year. “[Stocks] are springing up like mushrooms this year,” Marx wrote in a letter to his uncle, bragging that he had already made £400 from speculation. He added that many of his investments were typically “forced up to quite an unreasonable level and then, for the most part, collapse.”</p>\n<p>Marx’s trading stories are difficult to substantiate, but millennials’ love of meme stocks is very real. I’ve already made more this year from trading meme stocks and cryptocurrency than I have as a professional writer. I’ve come to look at the meme stock boom as millennials’ chance to finally build wealth. But if not, we’re content with making the investors largely responsible for our financial woes feel a bit of the pain they’ve inflicted on us. Short-sellers are losing their shirts to the tune of$4.5 billion&nbsp;on meme stocks so far.</p>\n<p>As a 34-year-old American, almost every generational stereotype applies to me. HuffPost’s Michael Hobbessummed up&nbsp;millennials’ financial situation best in 2017: “My rent consumes nearly half my income, I haven’t had a steady job since Pluto was a planet and my savings are dwindling faster than the ice caps the baby boomers melted.”</p>\n<p>Perhaps because we’re the only American generation to live through two major recessions and two wars in our coming-up years, we’re the first generation to be financially worse off than our parents, despite being&nbsp;better educated&nbsp;on average. We paid for it, too. A year of college that cost $10,000 for boomers set millennials back more than $15,000 on average in inflation-adjusted dollars, according to&nbsp;Bloomberg. Millennials of color, particularly Black millennials, have it worse. They graduated with&nbsp;even more student debt&nbsp;than their white classmates, are&nbsp;far less likely&nbsp;to be hired in white-collar professions, and their households earn&nbsp;just 60%of what their white coworkers make.</p>\n<p>Millennials’ high-priced educations haven’t bought us much job security. A 2018 Gallup study&nbsp;called&nbsp;millennials the “job-hopping generation.” Maybe, but not by choice. A 2019University of Chicago study&nbsp;found millennials actually long for a stable career. It should come as little surprise, then, that a generation plagued with job insecurity and mounting debt is leading the“baby bust.”The birth rate is at its lowest in&nbsp;three decades. There may not be enough working-age Americans to care for the nation’s swelling senior population. Boomers effectively climbed the class ladder, then took a saw and cut off the rungs below them. (And they still ask us when we’ll give them grandchildren!)</p>\n<p>If all that doesn’t make meme stocks and cryptocurrency more appealing, at least it might help explain why some of us just don’t care any more about playing it safe. I’ll be the first to admit that investing in meme stocks isn’t a sustainable way to build wealth. A lot more of us will get hurt than get rich. But I’m not primarily investing to make money: I want the investors who crashed the economy and got bailed out in my senior year of college—thus&nbsp;torpedoing&nbsp;my career earning potential—to feel at least a little bit of the hardship they put my generation through. And given the&nbsp;predominantly millennial&nbsp;composition of /r/WallStreetBets, I know I’m not the only rage-driven investor.</p>\n<p>There’s plenty to be mad about. Like we saw with&nbsp;GameStop,workers organizing to make the stock market pay out in our favor results in strict blowback. After Redditors speculated GameStop shares through the roof in late January, mobile trading app Robinhood not only restricted trading, but even&nbsp;reportedly&nbsp;sold investors’ GameStop shares without their consent. (Robinhooddeniesforced-selling occurred.) When it came to light that Robinhood had a&nbsp;financial relationship&nbsp;with firms that help route its customers’ orders, it made a lot of newbie investors like me even more jaded about the markets.</p>\n<p>In March, when New York City opened movie theaters, I decided to buy AMC shares on a lark for $7 apiece. As of early June, my investment has appreciated in value by more than 550%. That could evaporate, but I’m taking a lesson from GameStop. Its stock is still trading at more than $250 per share despite starting the year under $20. I plan on continuing to hold my AMC shares in hopes the value will increase even more. When it’s finally time, I’ll sell half and re-invest my profits in cryptocurrency.</p>\n<p>When that happens, I’ll be far from the only millennial betting big on crypto. According to Business Insider, my generation is&nbsp;chiefly responsible&nbsp;for the sudden rise of cryptocurrency in 2021, in which both blue-chip digital currencies like Ethereum, as well as joke cryptocurrencies like Dogecoin, are thriving. Ethereum’s price has gone from $730.97 per coin on Jan. 1 to a peak of over $4,000 in May. Dogecoin has&nbsp;appreciatedby more than 21,000% since its inception as a meme in 2013. (I’m still kicking myself for selling my Dogecoin when it was trading for less than 10 cents, even though I still made thousands in profit). Millennials’ commitment to crypto is now forcing the giants to play along: In March,Morgan Stanley&nbsp;became the&nbsp;first bank&nbsp;to offer Bitcoin funds to its wealthy clients. And as if on cue, now that the workers have made a little money in the rigged casino, U.S. regulators are reportedly preparing a “crackdown” on cryptocurrency.</p>\n<p>Millennials went through childhood being told we had to work hard to have financial security. Then we were told we had to shackle ourselves with debt to get a college degree that would get us a good job. Then we were told that only a lucky few actually build wealth from their jobs and that to have true financial success, we should invest. And then when we invested, we were told we were doing it wrong. I get the message. Millennials aren’t meant to win. Financial security isn’t for us. So if we can make a few grand by speculating penny stocks to the moon and hurt a few smug hedge fund vultures in the process, we’ll settle for that.</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>Why I’m Still Rage-Buying Meme Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I’m Still Rage-Buying Meme Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 17:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/why-im-still-rage-buying-meme-stocks-51623165336?mod=hp_LEAD_1_B_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Karl Marx would have loved Reddit. If the German philosopher were alive today, he’d be posting that everyone should get in on trading meme stocks and cryptocurrency. Not to get rich—though that’s a ...</p>\n\n<a href=\"https://www.barrons.com/articles/why-im-still-rage-buying-meme-stocks-51623165336?mod=hp_LEAD_1_B_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线"},"source_url":"https://www.barrons.com/articles/why-im-still-rage-buying-meme-stocks-51623165336?mod=hp_LEAD_1_B_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128788292","content_text":"Karl Marx would have loved Reddit. If the German philosopher were alive today, he’d be posting that everyone should get in on trading meme stocks and cryptocurrency. Not to get rich—though that’s a nice side benefit—but to strike back at the investor class. “It’s worthwhile running some risk in order to relieve the enemy of his money,” Marx wrote. I’m right there with you, Karl.\nWorking-class millennials have been denied the chance to build generational wealth over the course of our professional careers. Many of us are risking what little we have left as a way of raging against a machine we feel is rigged against us. And we’re following in Marx’s footsteps.\nAfter a friend died in 1864, Marx received £820 in a bequest, his biographer recounts. That comes out to roughly $151,500 today after adjusting for inflation and applying current conversion rates. Marx used a portion of his inheritance to become a financial speculator, often engaging in the same sort of penny-stock bubble schemes that the notorious WallStreetBets sub-Reddit has been accused of engaging in this year. “[Stocks] are springing up like mushrooms this year,” Marx wrote in a letter to his uncle, bragging that he had already made £400 from speculation. He added that many of his investments were typically “forced up to quite an unreasonable level and then, for the most part, collapse.”\nMarx’s trading stories are difficult to substantiate, but millennials’ love of meme stocks is very real. I’ve already made more this year from trading meme stocks and cryptocurrency than I have as a professional writer. I’ve come to look at the meme stock boom as millennials’ chance to finally build wealth. But if not, we’re content with making the investors largely responsible for our financial woes feel a bit of the pain they’ve inflicted on us. Short-sellers are losing their shirts to the tune of$4.5 billion on meme stocks so far.\nAs a 34-year-old American, almost every generational stereotype applies to me. HuffPost’s Michael Hobbessummed up millennials’ financial situation best in 2017: “My rent consumes nearly half my income, I haven’t had a steady job since Pluto was a planet and my savings are dwindling faster than the ice caps the baby boomers melted.”\nPerhaps because we’re the only American generation to live through two major recessions and two wars in our coming-up years, we’re the first generation to be financially worse off than our parents, despite being better educated on average. We paid for it, too. A year of college that cost $10,000 for boomers set millennials back more than $15,000 on average in inflation-adjusted dollars, according to Bloomberg. Millennials of color, particularly Black millennials, have it worse. They graduated with even more student debt than their white classmates, are far less likely to be hired in white-collar professions, and their households earn just 60%of what their white coworkers make.\nMillennials’ high-priced educations haven’t bought us much job security. A 2018 Gallup study called millennials the “job-hopping generation.” Maybe, but not by choice. A 2019University of Chicago study found millennials actually long for a stable career. It should come as little surprise, then, that a generation plagued with job insecurity and mounting debt is leading the“baby bust.”The birth rate is at its lowest in three decades. There may not be enough working-age Americans to care for the nation’s swelling senior population. Boomers effectively climbed the class ladder, then took a saw and cut off the rungs below them. (And they still ask us when we’ll give them grandchildren!)\nIf all that doesn’t make meme stocks and cryptocurrency more appealing, at least it might help explain why some of us just don’t care any more about playing it safe. I’ll be the first to admit that investing in meme stocks isn’t a sustainable way to build wealth. A lot more of us will get hurt than get rich. But I’m not primarily investing to make money: I want the investors who crashed the economy and got bailed out in my senior year of college—thus torpedoing my career earning potential—to feel at least a little bit of the hardship they put my generation through. And given the predominantly millennial composition of /r/WallStreetBets, I know I’m not the only rage-driven investor.\nThere’s plenty to be mad about. Like we saw with GameStop,workers organizing to make the stock market pay out in our favor results in strict blowback. After Redditors speculated GameStop shares through the roof in late January, mobile trading app Robinhood not only restricted trading, but even reportedly sold investors’ GameStop shares without their consent. (Robinhooddeniesforced-selling occurred.) When it came to light that Robinhood had a financial relationship with firms that help route its customers’ orders, it made a lot of newbie investors like me even more jaded about the markets.\nIn March, when New York City opened movie theaters, I decided to buy AMC shares on a lark for $7 apiece. As of early June, my investment has appreciated in value by more than 550%. That could evaporate, but I’m taking a lesson from GameStop. Its stock is still trading at more than $250 per share despite starting the year under $20. I plan on continuing to hold my AMC shares in hopes the value will increase even more. When it’s finally time, I’ll sell half and re-invest my profits in cryptocurrency.\nWhen that happens, I’ll be far from the only millennial betting big on crypto. According to Business Insider, my generation is chiefly responsible for the sudden rise of cryptocurrency in 2021, in which both blue-chip digital currencies like Ethereum, as well as joke cryptocurrencies like Dogecoin, are thriving. Ethereum’s price has gone from $730.97 per coin on Jan. 1 to a peak of over $4,000 in May. Dogecoin has appreciatedby more than 21,000% since its inception as a meme in 2013. (I’m still kicking myself for selling my Dogecoin when it was trading for less than 10 cents, even though I still made thousands in profit). Millennials’ commitment to crypto is now forcing the giants to play along: In March,Morgan Stanley became the first bank to offer Bitcoin funds to its wealthy clients. And as if on cue, now that the workers have made a little money in the rigged casino, U.S. regulators are reportedly preparing a “crackdown” on cryptocurrency.\nMillennials went through childhood being told we had to work hard to have financial security. Then we were told we had to shackle ourselves with debt to get a college degree that would get us a good job. Then we were told that only a lucky few actually build wealth from their jobs and that to have true financial success, we should invest. And then when we invested, we were told we were doing it wrong. I get the message. Millennials aren’t meant to win. Financial security isn’t for us. So if we can make a few grand by speculating penny stocks to the moon and hurt a few smug hedge fund vultures in the process, we’ll settle for that.","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818476415,"gmtCreate":1630444487137,"gmtModify":1676530302749,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"So WFC tanked big time today after this promotion ?","listText":"So WFC tanked big time today after this promotion ?","text":"So WFC tanked big time today after this promotion ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818476415","repostId":"1153871779","repostType":2,"repost":{"id":"1153871779","kind":"news","pubTimestamp":1630375340,"share":"https://ttm.financial/m/news/1153871779?lang=&edition=fundamental","pubTime":"2021-08-31 10:02","market":"us","language":"en","title":"9 stocks hedge funds and mutual funds really love right now: Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=1153871779","media":"Yahoo","summary":"In abull market like the one we have at present, it's unsurprising that money managers at mutual fun","content":"<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p>\n<p>The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p>\n<p>Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&amp;P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p>\n<p>These nine \"shared favorites\" have lagged the S&amp;P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p>\n<p>\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&amp;P 500) and outpaced the S&amp;P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p>\n<p>Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p>\n<p>Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p>\n<p>\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p>\n<p>Both mutual fund and hedge fund managers seem to agree on that take on cash.</p>","source":"lsy1584348713084","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>9 stocks hedge funds and mutual funds really love right now: Goldman</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\">\n9 stocks hedge funds and mutual funds really love right now: Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html><strong>Yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find ...</p>\n\n<a href=\"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","SQ":"Block","TWLO":"Twilio Inc","MA":"万事达","WFC":"富国银行","LBRDA":"Liberty Broadband Corporation - Class A","GM":"通用汽车","ADBE":"Adobe"},"source_url":"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153871779","content_text":"In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.\nGoldman Sachs found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: Adobe , Fiserv (FISV), General Motors , Liberty Broadband , Mastercard (MA), Square , Twilio, Visa (V) and Wells Fargo .\nThe stocks — mostly of the growth variety (save for Wells Fargoand General Motors) aren't cheap from a valuation perspective, however.\nGoldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.\nThese nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.\n\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.\nWhere there appears to be further agreement is on the outlook for stocks headed into year-end.\nMutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.\n\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.\nBoth mutual fund and hedge fund managers seem to agree on that take on cash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834887837,"gmtCreate":1629790224529,"gmtModify":1676530131670,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Ooooo so looking like DR&nbsp;Michael Burry is right.... bring on the puts!&nbsp;","listText":"Ooooo so looking like DR&nbsp;Michael Burry is right.... bring on the puts!&nbsp;","text":"Ooooo so looking like DR Michael Burry is right.... bring on the puts!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834887837","repostId":"1187997976","repostType":4,"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836991634,"gmtCreate":1629444361128,"gmtModify":1676530043235,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Ummmm the article right before this is the exact opposite headlined “something has got to give” in the stock market, warning of a crash........&nbsp;","listText":"Ummmm the article right before this is the exact opposite headlined “something has got to give” in the stock market, warning of a crash........&nbsp;","text":"Ummmm the article right before this is the exact opposite headlined “something has got to give” in the stock market, warning of a crash........","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836991634","repostId":"2160848793","repostType":4,"repost":{"id":"2160848793","kind":"highlight","pubTimestamp":1629420499,"share":"https://ttm.financial/m/news/2160848793?lang=&edition=fundamental","pubTime":"2021-08-20 08:48","market":"us","language":"en","title":"Ark's Cathie Wood says stock market 'couldn't be further away from a bubble.' Here's why.","url":"https://stock-news.laohu8.com/highlight/detail?id=2160848793","media":"MarketWatch","summary":"Wood says she's emboldened by bad news\nCathie Wood, chief executive officer and chief investment off","content":"<p>Wood says she's emboldened by bad news</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b1e646cb0a6ddf4ac942ed5c913a4e4\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Cathie Wood, chief executive officer and chief investment officer of ARK Investment Management</span></p>\n<p>There'a growing sense of unease emanating from equity markets in recent trade, despite, and perhaps because, of the Dow Jones Industrial Average and the S&amp;P 500 index trading near record heights.</p>\n<p>However, star investor Cathie Wood, who runs a suite of popular ETFs in Ark Investment Management, says that there's no reason to fear that the market is becoming too bubblicious.</p>\n<p>As the Ark founder puts it: \"I don't think we're in a bubble which is what I think many bears think we are,\" during a Thursday interview with CNBC near midday .</p>\n<p>Her comments coming amid intensifying worries about a possible slowdown in economic growth as the delta variant of COVID-19 gathers momentum, creating headwinds for a fuller recovery from the pandemic that has gripped the globe for well over a year.</p>\n<p>Investors also have been wringing their hands over the prospects of the Federal Reserve scaling back easy-money policies, notably the monthly purchases of $120 billion in Treasurys and mortage-backed securities, as anxieties grow.</p>\n<p>Wood's investment funds, highlighted by the flagship Ark Innovation, have been <a href=\"https://laohu8.com/S/AONE.U\">one</a> area that has been cited as possibly overvalued and vulnerable to a dramatic swing lower if the market starts to deflate considerably from its current levels.</p>\n<p>Ark Innovation ETF is down 5.2% so far this week and has lost 8.6% in the year to date, badly underperforming the broader market and coming after the fund rang up one-year return of 149%, FactSet data show.</p>\n<p><img src=\"https://static.tigerbbs.com/5cca916bae90134d64f9ba249031e782\" tg-width=\"949\" tg-height=\"666\" width=\"100%\" height=\"auto\"></p>\n<p>By comparison , the Dow Jones Industrial Average is down 1.8% this week but up 14% this year, while the technology-laden Nasdaq Composite Index is off 1.9% on the week but has risen over 12.8% so far in 2021, and the broad-market S&amp;P 500 index is off 1.4% in the week to date but boasts a nearly 17.3% gain for 2021.</p>\n<p>Wood's view on the market, however, is that investors are acting much more sedately and prudently, compared with the euphoria that was characteristic of the late 1990s and early 2000s dot-com boom.</p>\n<p>\"In a bubble...and I remember the late '90s...our strategies would have been cheered on,\" she told the business network. \"You remember the leapfrogging of analysts making estimates one higher than the other, price targets one higher than the other,\" she said on \"Tech Check.\"</p>\n<p>She also noted that negative sentiment in the market as a contra-indication, suggesting that growing pessimism may actually fuel further gains rather than inflating a bubble.</p>\n<p>\"I like bad news,\" she said.</p>\n<p>\"When I see such negative sentiment out there, especially when it comes to valuation and longer time horizons, investment time horizons, I actually feel a little more comfortable,\" Wood said.</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>Ark's Cathie Wood says stock market 'couldn't be further away from a bubble.' Here's why.</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\">\nArk's Cathie Wood says stock market 'couldn't be further away from a bubble.' Here's why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/arks-cathie-wood-says-stock-market-couldnt-be-further-away-from-a-bubble-heres-why-11629393761?adobe_mc=MCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1629420103><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wood says she's emboldened by bad news\nCathie Wood, chief executive officer and chief investment officer of ARK Investment Management\nThere'a growing sense of unease emanating from equity markets in ...</p>\n\n<a href=\"https://www.marketwatch.com/story/arks-cathie-wood-says-stock-market-couldnt-be-further-away-from-a-bubble-heres-why-11629393761?adobe_mc=MCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1629420103\">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","ARKK":"ARK Innovation ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/arks-cathie-wood-says-stock-market-couldnt-be-further-away-from-a-bubble-heres-why-11629393761?adobe_mc=MCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1629420103","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160848793","content_text":"Wood says she's emboldened by bad news\nCathie Wood, chief executive officer and chief investment officer of ARK Investment Management\nThere'a growing sense of unease emanating from equity markets in recent trade, despite, and perhaps because, of the Dow Jones Industrial Average and the S&P 500 index trading near record heights.\nHowever, star investor Cathie Wood, who runs a suite of popular ETFs in Ark Investment Management, says that there's no reason to fear that the market is becoming too bubblicious.\nAs the Ark founder puts it: \"I don't think we're in a bubble which is what I think many bears think we are,\" during a Thursday interview with CNBC near midday .\nHer comments coming amid intensifying worries about a possible slowdown in economic growth as the delta variant of COVID-19 gathers momentum, creating headwinds for a fuller recovery from the pandemic that has gripped the globe for well over a year.\nInvestors also have been wringing their hands over the prospects of the Federal Reserve scaling back easy-money policies, notably the monthly purchases of $120 billion in Treasurys and mortage-backed securities, as anxieties grow.\nWood's investment funds, highlighted by the flagship Ark Innovation, have been one area that has been cited as possibly overvalued and vulnerable to a dramatic swing lower if the market starts to deflate considerably from its current levels.\nArk Innovation ETF is down 5.2% so far this week and has lost 8.6% in the year to date, badly underperforming the broader market and coming after the fund rang up one-year return of 149%, FactSet data show.\n\nBy comparison , the Dow Jones Industrial Average is down 1.8% this week but up 14% this year, while the technology-laden Nasdaq Composite Index is off 1.9% on the week but has risen over 12.8% so far in 2021, and the broad-market S&P 500 index is off 1.4% in the week to date but boasts a nearly 17.3% gain for 2021.\nWood's view on the market, however, is that investors are acting much more sedately and prudently, compared with the euphoria that was characteristic of the late 1990s and early 2000s dot-com boom.\n\"In a bubble...and I remember the late '90s...our strategies would have been cheered on,\" she told the business network. \"You remember the leapfrogging of analysts making estimates one higher than the other, price targets one higher than the other,\" she said on \"Tech Check.\"\nShe also noted that negative sentiment in the market as a contra-indication, suggesting that growing pessimism may actually fuel further gains rather than inflating a bubble.\n\"I like bad news,\" she said.\n\"When I see such negative sentiment out there, especially when it comes to valuation and longer time horizons, investment time horizons, I actually feel a little more comfortable,\" Wood said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890203730,"gmtCreate":1628118313920,"gmtModify":1703501379494,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Ummmm so I brought puts on CCL because Delta was spreading—— and then it rallied up 16% in the 2days after&nbsp;","listText":"Ummmm so I brought puts on CCL because Delta was spreading—— and then it rallied up 16% in the 2days after&nbsp;","text":"Ummmm so I brought puts on CCL because Delta was spreading—— and then it rallied up 16% in the 2days after","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890203730","repostId":"2156106357","repostType":4,"repost":{"id":"2156106357","kind":"highlight","pubTimestamp":1628085660,"share":"https://ttm.financial/m/news/2156106357?lang=&edition=fundamental","pubTime":"2021-08-04 22:01","market":"us","language":"en","title":"Is It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2156106357","media":"Motley Fool","summary":"The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.","content":"<blockquote>\n The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Like it or not, the delta variant of COVID-19 is spreading, with few options ready to curb it.</li>\n <li>Renewed lockdown efforts are likely to spread to even more places.</li>\n <li>For investors interested in stepping into oversold stocks, the problem at hand is sheer uncertainty.</li>\n</ul>\n<p>Usually, the biggest losers for any given month end up being a hodgepodge of different companies. This is not <a href=\"https://laohu8.com/S/AONE.U\">one</a> of those times. July's worst-performing names among the <b>S&amp;P 500</b> (SNPINDEX:^GSPC) constituents were <b>Las Vegas Sands</b> (NYSE:LVS), <b>Wynn Resorts</b> (NASDAQ:WYNN), <b>Norwegian Cruise Line Holdings</b> (NYSE:NCLH), and <b>Carnival Corporation</b> (NYSE:CCL). The commonality is clear. All are tourism plays, but more to the point right now, these companies have the most to lose if the recent increase in COVID-19 cases worsens. In this light, last month's steep sell-offs make a lot of sense.</p>\n<p>Veteran investors know the time to step into quality stocks is when they've been needlessly beaten down, but sometimes, stocks are upended for all the right reasons. It's not always easy to determine which is which, and this is one of those tricky times.</p>\n<p>Too late to stop it now</p>\n<p>The sell-offs last month were steep. Carnival shares fell 17.9% with rival Norwegian Cruise Line seeing its shares slide 18.3%. Wynn Resorts stock fell 19.6%, matching the loss logged by Las Vegas Sands. In all four cases, the selling simply extended pullbacks that first started taking shape in June.</p>\n<p><img src=\"https://static.tigerbbs.com/5f6d79db732cfe9fd24ea383f893ddc5\" tg-width=\"720\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>Now, investors face a key question: Will the growing number of global coronavirus cases exact the same toll taken in 2020, the first time the pandemic swept across the world?</p>\n<p>Nobody really knows. From an odds-making perspective, though, it would be naive to believe something like the strict shutdowns we saw last year aren't a possibility if the situation continues to worsen.</p>\n<p>The official guidance thus far is more hopeful. On Aug. 1, Dr. Anthony Fauci, Director of the U.S. National Institute of Allergy and Infectious Diseases, said the U.S. will not suffer lockdowns again, even though he believes the pandemic will indeed get worse in the U.S. before improving. Moreover, consumers and corporations alike have learned to operate in a world where COVID-19 is a threat, and many of the millions of vaccinated Americans are ready to venture out and live life despite the risks of doing so.</p>\n<p>Image source: Getty Images.</p>\n<p>However, one should avoid assuming the U.S. response will match the worldwide reality. Within the past month, lockdowns have been mandated in Australia, China, Mexico, and Canada, while France and other European countries are raising the bar on who is allowed to travel to, from, and within the country.</p>\n<p>And that's just a small sampling. A wide swath of the world is establishing or reinstating measures meant to curb the spread of the coronavirus as the global number of reported COVID-19 cases appears to be climbing back toward highs seen earlier this year.</p>\n<p>Considering authorities must now deal with a highly contagious delta variant of the disease, lockdowns and other travel restrictions are a strong possibility in the remainder of 2021, and that is especially problematic for casino operators like Las Vegas Sands and Wynn and cruise lines like Carnival and Norwegian. Even a rapid, effective response in the U.S. could still leave these companies exposed to challenges in other regions of the world where they operate.</p>\n<p>Not permanent but no flash in the pan either</p>\n<p>So as it stands now, tourism and travel face a lot of near-term challenges. The full effects of the recent surge in cases may not be seen for months, and as shareholders in companies like Wynn and Carnival experienced in July, a lot of damage can happen to share prices in a short period of time.</p>\n<p>The S&amp;P 500's worst performers last month aren't bargains now as a result of their sell-offs. If anything, their declines are a sign of bigger issues that have yet to be resolved. Only true buy-and-hold investors should consider jumping into these stocks, and for the next few months, they should be prepared to stomach the continued volatility and growing uncertainty that lies ahead for this sector.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 22:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n\nKey Points\n\nLike it or not, the delta variant of COVID-19 is spreading, with few ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","OEX":"标普100","SPY":"标普500ETF","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","TIME":"Clockwise Core Equity & Innovation ETF"},"source_url":"https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156106357","content_text":"The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n\nKey Points\n\nLike it or not, the delta variant of COVID-19 is spreading, with few options ready to curb it.\nRenewed lockdown efforts are likely to spread to even more places.\nFor investors interested in stepping into oversold stocks, the problem at hand is sheer uncertainty.\n\nUsually, the biggest losers for any given month end up being a hodgepodge of different companies. This is not one of those times. July's worst-performing names among the S&P 500 (SNPINDEX:^GSPC) constituents were Las Vegas Sands (NYSE:LVS), Wynn Resorts (NASDAQ:WYNN), Norwegian Cruise Line Holdings (NYSE:NCLH), and Carnival Corporation (NYSE:CCL). The commonality is clear. All are tourism plays, but more to the point right now, these companies have the most to lose if the recent increase in COVID-19 cases worsens. In this light, last month's steep sell-offs make a lot of sense.\nVeteran investors know the time to step into quality stocks is when they've been needlessly beaten down, but sometimes, stocks are upended for all the right reasons. It's not always easy to determine which is which, and this is one of those tricky times.\nToo late to stop it now\nThe sell-offs last month were steep. Carnival shares fell 17.9% with rival Norwegian Cruise Line seeing its shares slide 18.3%. Wynn Resorts stock fell 19.6%, matching the loss logged by Las Vegas Sands. In all four cases, the selling simply extended pullbacks that first started taking shape in June.\n\nData by YCharts.\nNow, investors face a key question: Will the growing number of global coronavirus cases exact the same toll taken in 2020, the first time the pandemic swept across the world?\nNobody really knows. From an odds-making perspective, though, it would be naive to believe something like the strict shutdowns we saw last year aren't a possibility if the situation continues to worsen.\nThe official guidance thus far is more hopeful. On Aug. 1, Dr. Anthony Fauci, Director of the U.S. National Institute of Allergy and Infectious Diseases, said the U.S. will not suffer lockdowns again, even though he believes the pandemic will indeed get worse in the U.S. before improving. Moreover, consumers and corporations alike have learned to operate in a world where COVID-19 is a threat, and many of the millions of vaccinated Americans are ready to venture out and live life despite the risks of doing so.\nImage source: Getty Images.\nHowever, one should avoid assuming the U.S. response will match the worldwide reality. Within the past month, lockdowns have been mandated in Australia, China, Mexico, and Canada, while France and other European countries are raising the bar on who is allowed to travel to, from, and within the country.\nAnd that's just a small sampling. A wide swath of the world is establishing or reinstating measures meant to curb the spread of the coronavirus as the global number of reported COVID-19 cases appears to be climbing back toward highs seen earlier this year.\nConsidering authorities must now deal with a highly contagious delta variant of the disease, lockdowns and other travel restrictions are a strong possibility in the remainder of 2021, and that is especially problematic for casino operators like Las Vegas Sands and Wynn and cruise lines like Carnival and Norwegian. Even a rapid, effective response in the U.S. could still leave these companies exposed to challenges in other regions of the world where they operate.\nNot permanent but no flash in the pan either\nSo as it stands now, tourism and travel face a lot of near-term challenges. The full effects of the recent surge in cases may not be seen for months, and as shareholders in companies like Wynn and Carnival experienced in July, a lot of damage can happen to share prices in a short period of time.\nThe S&P 500's worst performers last month aren't bargains now as a result of their sell-offs. If anything, their declines are a sign of bigger issues that have yet to be resolved. Only true buy-and-hold investors should consider jumping into these stocks, and for the next few months, they should be prepared to stomach the continued volatility and growing uncertainty that lies ahead for this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804572295,"gmtCreate":1627968506217,"gmtModify":1703498814005,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Motley Fool I have learnt my lesson, I will be buying puts on these&nbsp;","listText":"Motley Fool I have learnt my lesson, I will be buying puts on these&nbsp;","text":"Motley Fool I have learnt my lesson, I will be buying puts on these","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804572295","repostId":"2156116066","repostType":4,"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142108949,"gmtCreate":1626135006681,"gmtModify":1703753928250,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142108949","repostId":"1128533375","repostType":4,"repost":{"id":"1128533375","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626098621,"share":"https://ttm.financial/m/news/1128533375?lang=&edition=fundamental","pubTime":"2021-07-12 22:03","market":"us","language":"en","title":"SPI Energy stock jumps 17% on launching next generation electric pickup truck EF1-T","url":"https://stock-news.laohu8.com/highlight/detail?id=1128533375","media":"Tiger Newspress","summary":"SPI Energy stock jumps 17% on announcing the launch of next-generation electric pickup truck, EF1-T ","content":"<ul>\n <li>SPI Energy stock jumps 17% on&nbsp;announcing&nbsp;the launch of next-generation electric pickup truck, EF1-T by&nbsp;its wholly owned EdisonFuture, Inc. and PhoenixMotor Inc. subsidiary.</li>\n <li>The EF1-T standard model comes equipped with total power of 350 kilowatts, or 470 horsepower, while EdisonFuture's top of the line \"Super\" model offers 600kW, or 816HP.</li>\n <li>\"Our vision for EdisionFuture and Phoenix Motorcars is to be leaders in sustainable transportation with focus on energy efficiency and innovative design,\" stated Mr. Xiaofeng Peng, Chairman &amp; Chief Executive Officer of SPI Energy. \"We have already filed multiple design and technology patents in the US related to the EF1-T and look forward to introducing this game-changing vehicle to the market in the coming months.\"</li>\n <li>Approximately 2.9M pickup trucks were sold in the US in 2020, +20% of the entire US auto market.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/0bd67d49b5a0a872ac8d4bf5ef7788a7\" tg-width=\"1297\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></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>SPI Energy stock jumps 17% on launching next generation electric pickup truck EF1-T</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\">\nSPI Energy stock jumps 17% on launching next generation electric pickup truck EF1-T\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\">2021-07-12 22:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>SPI Energy stock jumps 17% on&nbsp;announcing&nbsp;the launch of next-generation electric pickup truck, EF1-T by&nbsp;its wholly owned EdisonFuture, Inc. and PhoenixMotor Inc. subsidiary.</li>\n <li>The EF1-T standard model comes equipped with total power of 350 kilowatts, or 470 horsepower, while EdisonFuture's top of the line \"Super\" model offers 600kW, or 816HP.</li>\n <li>\"Our vision for EdisionFuture and Phoenix Motorcars is to be leaders in sustainable transportation with focus on energy efficiency and innovative design,\" stated Mr. Xiaofeng Peng, Chairman &amp; Chief Executive Officer of SPI Energy. \"We have already filed multiple design and technology patents in the US related to the EF1-T and look forward to introducing this game-changing vehicle to the market in the coming months.\"</li>\n <li>Approximately 2.9M pickup trucks were sold in the US in 2020, +20% of the entire US auto market.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/0bd67d49b5a0a872ac8d4bf5ef7788a7\" tg-width=\"1297\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPI":"阳光动力"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128533375","content_text":"SPI Energy stock jumps 17% on announcing the launch of next-generation electric pickup truck, EF1-T by its wholly owned EdisonFuture, Inc. and PhoenixMotor Inc. subsidiary.\nThe EF1-T standard model comes equipped with total power of 350 kilowatts, or 470 horsepower, while EdisonFuture's top of the line \"Super\" model offers 600kW, or 816HP.\n\"Our vision for EdisionFuture and Phoenix Motorcars is to be leaders in sustainable transportation with focus on energy efficiency and innovative design,\" stated Mr. Xiaofeng Peng, Chairman & Chief Executive Officer of SPI Energy. \"We have already filed multiple design and technology patents in the US related to the EF1-T and look forward to introducing this game-changing vehicle to the market in the coming months.\"\nApproximately 2.9M pickup trucks were sold in the US in 2020, +20% of the entire US auto market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169634932,"gmtCreate":1623832170126,"gmtModify":1703820799696,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Hurry up I have call options expiring","listText":"Hurry up I have call options expiring","text":"Hurry up I have call options expiring","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169634932","repostId":"2143075116","repostType":2,"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":836991634,"gmtCreate":1629444361128,"gmtModify":1676530043235,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Ummmm the article right before this is the exact opposite headlined “something has got to give” in the stock market, warning of a crash........&nbsp;","listText":"Ummmm the article right before this is the exact opposite headlined “something has got to give” in the stock market, warning of a crash........&nbsp;","text":"Ummmm the article right before this is the exact opposite headlined “something has got to give” in the stock market, warning of a crash........","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836991634","repostId":"2160848793","repostType":4,"repost":{"id":"2160848793","kind":"highlight","pubTimestamp":1629420499,"share":"https://ttm.financial/m/news/2160848793?lang=&edition=fundamental","pubTime":"2021-08-20 08:48","market":"us","language":"en","title":"Ark's Cathie Wood says stock market 'couldn't be further away from a bubble.' Here's why.","url":"https://stock-news.laohu8.com/highlight/detail?id=2160848793","media":"MarketWatch","summary":"Wood says she's emboldened by bad news\nCathie Wood, chief executive officer and chief investment off","content":"<p>Wood says she's emboldened by bad news</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b1e646cb0a6ddf4ac942ed5c913a4e4\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Cathie Wood, chief executive officer and chief investment officer of ARK Investment Management</span></p>\n<p>There'a growing sense of unease emanating from equity markets in recent trade, despite, and perhaps because, of the Dow Jones Industrial Average and the S&amp;P 500 index trading near record heights.</p>\n<p>However, star investor Cathie Wood, who runs a suite of popular ETFs in Ark Investment Management, says that there's no reason to fear that the market is becoming too bubblicious.</p>\n<p>As the Ark founder puts it: \"I don't think we're in a bubble which is what I think many bears think we are,\" during a Thursday interview with CNBC near midday .</p>\n<p>Her comments coming amid intensifying worries about a possible slowdown in economic growth as the delta variant of COVID-19 gathers momentum, creating headwinds for a fuller recovery from the pandemic that has gripped the globe for well over a year.</p>\n<p>Investors also have been wringing their hands over the prospects of the Federal Reserve scaling back easy-money policies, notably the monthly purchases of $120 billion in Treasurys and mortage-backed securities, as anxieties grow.</p>\n<p>Wood's investment funds, highlighted by the flagship Ark Innovation, have been <a href=\"https://laohu8.com/S/AONE.U\">one</a> area that has been cited as possibly overvalued and vulnerable to a dramatic swing lower if the market starts to deflate considerably from its current levels.</p>\n<p>Ark Innovation ETF is down 5.2% so far this week and has lost 8.6% in the year to date, badly underperforming the broader market and coming after the fund rang up one-year return of 149%, FactSet data show.</p>\n<p><img src=\"https://static.tigerbbs.com/5cca916bae90134d64f9ba249031e782\" tg-width=\"949\" tg-height=\"666\" width=\"100%\" height=\"auto\"></p>\n<p>By comparison , the Dow Jones Industrial Average is down 1.8% this week but up 14% this year, while the technology-laden Nasdaq Composite Index is off 1.9% on the week but has risen over 12.8% so far in 2021, and the broad-market S&amp;P 500 index is off 1.4% in the week to date but boasts a nearly 17.3% gain for 2021.</p>\n<p>Wood's view on the market, however, is that investors are acting much more sedately and prudently, compared with the euphoria that was characteristic of the late 1990s and early 2000s dot-com boom.</p>\n<p>\"In a bubble...and I remember the late '90s...our strategies would have been cheered on,\" she told the business network. \"You remember the leapfrogging of analysts making estimates one higher than the other, price targets one higher than the other,\" she said on \"Tech Check.\"</p>\n<p>She also noted that negative sentiment in the market as a contra-indication, suggesting that growing pessimism may actually fuel further gains rather than inflating a bubble.</p>\n<p>\"I like bad news,\" she said.</p>\n<p>\"When I see such negative sentiment out there, especially when it comes to valuation and longer time horizons, investment time horizons, I actually feel a little more comfortable,\" Wood said.</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>Ark's Cathie Wood says stock market 'couldn't be further away from a bubble.' Here's why.</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\">\nArk's Cathie Wood says stock market 'couldn't be further away from a bubble.' Here's why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/arks-cathie-wood-says-stock-market-couldnt-be-further-away-from-a-bubble-heres-why-11629393761?adobe_mc=MCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1629420103><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wood says she's emboldened by bad news\nCathie Wood, chief executive officer and chief investment officer of ARK Investment Management\nThere'a growing sense of unease emanating from equity markets in ...</p>\n\n<a href=\"https://www.marketwatch.com/story/arks-cathie-wood-says-stock-market-couldnt-be-further-away-from-a-bubble-heres-why-11629393761?adobe_mc=MCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1629420103\">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","ARKK":"ARK Innovation ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/arks-cathie-wood-says-stock-market-couldnt-be-further-away-from-a-bubble-heres-why-11629393761?adobe_mc=MCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1629420103","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160848793","content_text":"Wood says she's emboldened by bad news\nCathie Wood, chief executive officer and chief investment officer of ARK Investment Management\nThere'a growing sense of unease emanating from equity markets in recent trade, despite, and perhaps because, of the Dow Jones Industrial Average and the S&P 500 index trading near record heights.\nHowever, star investor Cathie Wood, who runs a suite of popular ETFs in Ark Investment Management, says that there's no reason to fear that the market is becoming too bubblicious.\nAs the Ark founder puts it: \"I don't think we're in a bubble which is what I think many bears think we are,\" during a Thursday interview with CNBC near midday .\nHer comments coming amid intensifying worries about a possible slowdown in economic growth as the delta variant of COVID-19 gathers momentum, creating headwinds for a fuller recovery from the pandemic that has gripped the globe for well over a year.\nInvestors also have been wringing their hands over the prospects of the Federal Reserve scaling back easy-money policies, notably the monthly purchases of $120 billion in Treasurys and mortage-backed securities, as anxieties grow.\nWood's investment funds, highlighted by the flagship Ark Innovation, have been one area that has been cited as possibly overvalued and vulnerable to a dramatic swing lower if the market starts to deflate considerably from its current levels.\nArk Innovation ETF is down 5.2% so far this week and has lost 8.6% in the year to date, badly underperforming the broader market and coming after the fund rang up one-year return of 149%, FactSet data show.\n\nBy comparison , the Dow Jones Industrial Average is down 1.8% this week but up 14% this year, while the technology-laden Nasdaq Composite Index is off 1.9% on the week but has risen over 12.8% so far in 2021, and the broad-market S&P 500 index is off 1.4% in the week to date but boasts a nearly 17.3% gain for 2021.\nWood's view on the market, however, is that investors are acting much more sedately and prudently, compared with the euphoria that was characteristic of the late 1990s and early 2000s dot-com boom.\n\"In a bubble...and I remember the late '90s...our strategies would have been cheered on,\" she told the business network. \"You remember the leapfrogging of analysts making estimates one higher than the other, price targets one higher than the other,\" she said on \"Tech Check.\"\nShe also noted that negative sentiment in the market as a contra-indication, suggesting that growing pessimism may actually fuel further gains rather than inflating a bubble.\n\"I like bad news,\" she said.\n\"When I see such negative sentiment out there, especially when it comes to valuation and longer time horizons, investment time horizons, I actually feel a little more comfortable,\" Wood said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812754922,"gmtCreate":1630626922066,"gmtModify":1676530358298,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Damn wish I had puts on this!&nbsp;","listText":"Damn wish I had puts on this!&nbsp;","text":"Damn wish I had puts on this!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/812754922","repostId":"1186835624","repostType":2,"repost":{"id":"1186835624","kind":"news","pubTimestamp":1630625981,"share":"https://ttm.financial/m/news/1186835624?lang=&edition=fundamental","pubTime":"2021-09-03 07:39","market":"us","language":"en","title":"Forte Biosciences' shares fall 82% after scrapping development of FB-401 treatment","url":"https://stock-news.laohu8.com/highlight/detail?id=1186835624","media":"seekingalpha","summary":"Forte Biosciences announces that it will not continue to advance the development of its atopic derma","content":"<p>Forte Biosciences&nbsp;announces that it&nbsp;will not continue to advance the development of its atopic dermatitis treatment FB-401 following mid-stage trial results.</p>\n<p>Shares slide nearly&nbsp;82%&nbsp;post market.</p>\n<p><img src=\"https://static.tigerbbs.com/ba305cccf4317784780adcba0d37993e\" tg-width=\"1020\" tg-height=\"522\" width=\"100%\" height=\"auto\"></p>\n<p>In the phase 2 study, the drug failed to meet statistical significance for the primary endpoint of EASI-50 (the proportion of patients with at least a 50% improvement in atopic dermatitis disease severity as measure by EASI), the company said.</p>\n<p>\"The topline data is disappointing and we will continue to analyze the data; however, given this readout we will not continue to advance FB-401,\" CEO Paul Wagner said.</p>\n<p>Forte Biosciences previously reported that it had cash and cash equivalents of $50.8M as of June 30, 2021.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forte Biosciences' shares fall 82% after scrapping development of FB-401 treatment</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\">\nForte Biosciences' shares fall 82% after scrapping development of FB-401 treatment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3736993-forte-biosciences-shares-fall-12-after-scrapping-development-of-fb-401-treatment><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Forte Biosciences announces that it will not continue to advance the development of its atopic dermatitis treatment FB-401 following mid-stage trial results.\nShares slide nearly 82% post market.\n\nIn ...</p>\n\n<a href=\"https://seekingalpha.com/news/3736993-forte-biosciences-shares-fall-12-after-scrapping-development-of-fb-401-treatment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FBRX":"Forte BioSciences Inc"},"source_url":"https://seekingalpha.com/news/3736993-forte-biosciences-shares-fall-12-after-scrapping-development-of-fb-401-treatment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1186835624","content_text":"Forte Biosciences announces that it will not continue to advance the development of its atopic dermatitis treatment FB-401 following mid-stage trial results.\nShares slide nearly 82% post market.\n\nIn the phase 2 study, the drug failed to meet statistical significance for the primary endpoint of EASI-50 (the proportion of patients with at least a 50% improvement in atopic dermatitis disease severity as measure by EASI), the company said.\n\"The topline data is disappointing and we will continue to analyze the data; however, given this readout we will not continue to advance FB-401,\" CEO Paul Wagner said.\nForte Biosciences previously reported that it had cash and cash equivalents of $50.8M as of June 30, 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585191808723701","authorId":"3585191808723701","name":"Mattsailor","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3585191808723701","authorIdStr":"3585191808723701"},"content":"No you don't. Problem is the put option strike price available doesn't go 80% below the stock price before the fall. I got slightly burned. [shh]","text":"No you don't. Problem is the put option strike price available doesn't go 80% below the stock price before the fall. I got slightly burned. [shh]","html":"No you don't. Problem is the put option strike price available doesn't go 80% below the stock price before the fall. I got slightly burned. [shh]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095632700,"gmtCreate":1644892148404,"gmtModify":1676533972871,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Stop shilling shit stocks","listText":"Stop shilling shit stocks","text":"Stop shilling shit stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095632700","repostId":"1169371616","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804572295,"gmtCreate":1627968506217,"gmtModify":1703498814005,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Motley Fool I have learnt my lesson, I will be buying puts on these&nbsp;","listText":"Motley Fool I have learnt my lesson, I will be buying puts on these&nbsp;","text":"Motley Fool I have learnt my lesson, I will be buying puts on these","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804572295","repostId":"2156116066","repostType":4,"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142108949,"gmtCreate":1626135006681,"gmtModify":1703753928250,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142108949","repostId":"1128533375","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816611661,"gmtCreate":1630495252853,"gmtModify":1676530319439,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"As a Millennial with no generational wealth and learning saving your pay check doesn’t get you anywhere this is so true! Get rich or die trying!&nbsp;","listText":"As a Millennial with no generational wealth and learning saving your pay check doesn’t get you anywhere this is so true! Get rich or die trying!&nbsp;","text":"As a Millennial with no generational wealth and learning saving your pay check doesn’t get you anywhere this is so true! Get rich or die trying!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816611661","repostId":"1128788292","repostType":4,"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818476415,"gmtCreate":1630444487137,"gmtModify":1676530302749,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"So WFC tanked big time today after this promotion ?","listText":"So WFC tanked big time today after this promotion ?","text":"So WFC tanked big time today after this promotion ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818476415","repostId":"1153871779","repostType":2,"repost":{"id":"1153871779","kind":"news","pubTimestamp":1630375340,"share":"https://ttm.financial/m/news/1153871779?lang=&edition=fundamental","pubTime":"2021-08-31 10:02","market":"us","language":"en","title":"9 stocks hedge funds and mutual funds really love right now: Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=1153871779","media":"Yahoo","summary":"In abull market like the one we have at present, it's unsurprising that money managers at mutual fun","content":"<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p>\n<p>The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p>\n<p>Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&amp;P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p>\n<p>These nine \"shared favorites\" have lagged the S&amp;P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p>\n<p>\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&amp;P 500) and outpaced the S&amp;P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p>\n<p>Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p>\n<p>Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p>\n<p>\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p>\n<p>Both mutual fund and hedge fund managers seem to agree on that take on cash.</p>","source":"lsy1584348713084","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>9 stocks hedge funds and mutual funds really love right now: Goldman</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\">\n9 stocks hedge funds and mutual funds really love right now: Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html><strong>Yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find ...</p>\n\n<a href=\"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","SQ":"Block","TWLO":"Twilio Inc","MA":"万事达","WFC":"富国银行","LBRDA":"Liberty Broadband Corporation - Class A","GM":"通用汽车","ADBE":"Adobe"},"source_url":"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153871779","content_text":"In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.\nGoldman Sachs found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: Adobe , Fiserv (FISV), General Motors , Liberty Broadband , Mastercard (MA), Square , Twilio, Visa (V) and Wells Fargo .\nThe stocks — mostly of the growth variety (save for Wells Fargoand General Motors) aren't cheap from a valuation perspective, however.\nGoldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.\nThese nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.\n\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.\nWhere there appears to be further agreement is on the outlook for stocks headed into year-end.\nMutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.\n\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.\nBoth mutual fund and hedge fund managers seem to agree on that take on cash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834887837,"gmtCreate":1629790224529,"gmtModify":1676530131670,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Ooooo so looking like DR&nbsp;Michael Burry is right.... bring on the puts!&nbsp;","listText":"Ooooo so looking like DR&nbsp;Michael Burry is right.... bring on the puts!&nbsp;","text":"Ooooo so looking like DR Michael Burry is right.... bring on the puts!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834887837","repostId":"1187997976","repostType":4,"repost":{"id":"1187997976","kind":"news","pubTimestamp":1629777349,"share":"https://ttm.financial/m/news/1187997976?lang=&edition=fundamental","pubTime":"2021-08-24 11:55","market":"us","language":"en","title":"Inside The Deterioration Of Tesla's Solar Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1187997976","media":"seekingalpha","summary":"Tesla's $670 billion market cap is based in part on the belief that it is \"more than a car company\"; Tesla's solar energy business has fed this narrative.While treated like a value-add by Tesla's boosters, its solar unit has in practice been a costly millstone; margins remain deeply negative.Tesla's solar deployments have fallen far from highs set years ago, with little prospect of a reversal.Hopes that Tesla's Solar Roof could reinvigorate deployment rates have faded amid multi-year delays and ","content":"<p>Summary</p>\n<ul>\n <li>Tesla's $670 billion market cap is based in part on the belief that it is \"more than a car company\"; Tesla's solar energy business has fed this narrative.</li>\n <li>While treated like a value-add by Tesla's boosters, its solar unit has in practice been a costly millstone; margins remain deeply negative.</li>\n <li>Tesla's solar deployments have fallen far from highs set years ago, with little prospect of a reversal.</li>\n <li>Hopes that Tesla's Solar Roof could reinvigorate deployment rates have faded amid multi-year delays and persistent installation bottlenecks.</li>\n <li>As Tesla's solar business fades, it may threaten the company's broader growth narrative, as well as its vaunted share price.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04b99e933e100452f6e47f2c34a1460\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>RoschetzkyIstockPhoto/iStock Editorial via Getty Images</span></p>\n<p>As any of my longtime readers can undoubtedly attest, I have been tracking Tesla Inc. (NASDAQ:TSLA) for a while. I have covered numerous subjects related to the electric vehicle (“EV”) company over the years, but I have returned often to one in particular: Tesla’s solar energy business.</p>\n<p>It has been a while since I lasttook a look under the hoodof Tesla’s solar division. With the first two quarters of 2021 in the rearview mirror, it feels like now is a good time to revisit the long-struggling business unit.</p>\n<p>Much has changed for Tesla Solar in 2021, little of it for the good. Let’s discuss why this is the case.</p>\n<p>Solar Deployments In H1 2021: Still In A Long-Term Downtrend</p>\n<p>As I have&nbsp;discussed at length&nbsp;on&nbsp;numerous occasions&nbsp;over the years, Tesla Solar has been in material multi-year decline from a deployments perspective. Thus, when Tesla reported Q1 2021 earnings, I naturally looked to the solar deployment numbers to see if the negative pattern had continued. As it turned out, Tesla had managed to achieve a major sequential jump in deployments, a fact the company was quick tocrow about in its Q1 investor letter:</p>\n<blockquote>\n “Solar Retrofit and Solar Roof Solar deployments reached 92 MW in Q1, our strongest quarter in 2.5 years. Solar Roof deployments grew 9x compared to the same period last year.”\n</blockquote>\n<p>Tesla reported solar deployments to the tune of 92 megawatts (“MW”) in Q1, the most it had managed in years. Under the circumstances, Tesla can hardly be blamed for having wanted to highlight such a marked improvement in chart form:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7270ea980168a8e2976a38fd80b6b5c7\" tg-width=\"640\" tg-height=\"335\" width=\"100%\" height=\"auto\"><span>Source: Tesla Inc.</span></p>\n<p>The chart above, which was included in the Q1 investor letter, certainly looks like it could be a sign of a turnaround in the making. However, its relatively limited timescale also limits its usefulness to investors and analysts interested in understanding the long-term performance and trajectory of Tesla's solar business. Charting the full history of Tesla's quarterly solar deployments through Q1 2021 offers a rather different perspective:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dab180dd817e9d4db21ed6ff4014e0d7\" tg-width=\"640\" tg-height=\"273\" width=\"100%\" height=\"auto\"><span>Source: Author; Tesla Inc.</span></p>\n<p>I hardly have to remind investors that one quarter of growth does not a pattern make. If Tesla could sustain that growth into Q2, then one might be able to talk legitimately about a turnaround. As it turned out, Tesladeployed just 85 MW in Q2, a more than7.5% sequential drop:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43e076db4124ae5b339c1c78e6f33502\" tg-width=\"640\" tg-height=\"463\" width=\"100%\" height=\"auto\"><span>Source: TeslaCharts; Tesla Inc.</span></p>\n<p>Tesla's solar deployments were not just lower in Q2 than in Q1, however. At 85MW, Tesla actually managed one 1MW less than it did in Q4 2020, despite seasonal impacts traditionally weakening year-end solar deployment rates. That would seem to put paid to any notion that Tesla's solar operations have been making a significant or sustainable turnaround.</p>\n<p>Deployments may have climbed significantly from their nadir in the first half of last year, but they remain a pale shadow of what Tesla was managing five years ago. They are also radically lower than what Tesla itself hadprojected in 2016when it was in the process of acquiring SolarCity:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0a31640e43eea612f1ca8aba8bea3ae\" tg-width=\"498\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Source: @C_S_Skeptic; GLJ Research; Tesla Inc.</span></p>\n<p>In 2016, Tesla was predicting solar deployments in excess of 500MW per quarter starting in 2017. We are now mid-way through 2021 and quarterly solar deployment levels stand at less than 20% of that figure.</p>\n<p>Product Progress: Solar Roof Still Not Ready For Prime Time</p>\n<p>Unveiled with great fanfare in October 2016,the Solar Roof was touted from the start as the future of solar energy technology. At the time, CEO Elon Musk was insistent that the Solar Roof was not merely a concept in development, but was actually a fully functional technology ready to enter full-scale production. Musk told his rapt audience that the acquisition of SolarCity would facilitate the rapid rollout of the Solar Roof, providing one of the first public justifications for the merger between Tesla and the virtually insolvent solar installer that had been founded by two of Musk's cousins, and of which Musk was then chairman of the board of directors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0e6430233a156f81e842006c4eac751\" tg-width=\"640\" tg-height=\"302\" width=\"100%\" height=\"auto\"><span>Source: Tesla Inc.</span></p>\n<p>The Solar Roof unveiling event may have helped smooth the way for the SolarCity tie-up, but it did so at the price of full transparency about the technology's readiness. Musk's claim about the Solar Roof's immediate viability was proven false in short order, as it quickly became apparent that the Solar Roof was still very much a concept in development, and with little near-term prospect of commercialization. Even then, few could have guessed how long that design and development process would take.</p>\n<p>A review of the progress to date on the long-promised but oft-delayed Solar Roof reveals a business reality far different from what has long been promised by Tesla’s solar cheerleaders. In the years since it was unveiled, the Solar Roof has gone through multipleredesigns and rebrands, even as Musk has repeatedly assured investors and the public that full-scale commercial production was imminent. In March 2019, he declared that 2019 would be \"the Year of the Solar Roof.\" In July of the same year, Musk tweeted that Solar Roof production wasaccelerating toward 1,000 units roofs per week:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bbff17a88092785ef1227e94c6e8f19\" tg-width=\"640\" tg-height=\"251\" width=\"100%\" height=\"auto\"><span>Source: Elon Musk; Twitter</span></p>\n<p>This claim raised plenty of eyebrows in the investment community. Their skepticism proved well deserved as it soon became apparent that the actual Solar Roof production and installation rates were far lower. Even Electrek, a website well known for its consistently bullish Tesla commentary, felt compelled to call Musk out on his claim. According to Electrek, Musk's tweet was \"a bit of an exaggeration\" and that the actual production rate at the time was closer to 500 Solar Roofs per week. However, even that reduced projection appears to overstate the level of steady-state production and installation by a significant margin.</p>\n<p>The Solar Roof has seen its fortunes improve little in 2021 thus far. According to renewable energy industry journalist Eric Wesoff, Tesla had&nbsp;yet to install 1,000 Solar Roofs total&nbsp;as recently as this April. This pessimistic view was further reinforced last month when the Wall Street Journal&nbsp;reported&nbsp;that the Securities and Exchange Commission had already confronted Tesla over Musk's dubious prior Solar Roof claims:</p>\n<blockquote>\n “In correspondence sent to Tesla in 2019 and 2020, the SEC said tweets Mr. Musk wrote about Tesla’s solar roof production volumes and its stock price hadn’t undergone the required preapproval by Tesla’s lawyers. The communications, which haven’t been previously reported, spotlight the running tension between the nation’s top corporate regulator and Mr. Musk, who publicly mocked the SEC even after settling fraud claims with the agency. The SEC told Tesla in May 2020 that the company had failed ‘to enforce these procedures and controls despite repeated violations by Mr. Musk.’ The letter, signed by Steven Buchholz, a senior SEC official in its San Francisco office, added: ‘Tesla has abdicated the duties required of it by the court’s order.’\"\n</blockquote>\n<p>Whether installation speed has picked up meaningfully over the past few months is unclear thanks in no small part to Tesla's inconsistency with regard to reporting on the subject. Thus, while Tesla's Q1 investor letter boasted that Solar Roof installations \"grew 9x compared to the same period last year,\" it neglected to provide an exact number of MW deployed. The Q2 update offered still less clarity, failing to mention even the growth rate other than to say that deployments \"grew substantially\" on a sequential and year-over-year basis.</p>\n<p><b>Investor's Eye View</b></p>\n<p>Whatever way you slice it, Tesla’s seemingly endless struggle to launch a viable solar roof product at scale is problematic for a company that is valued based on a highly optimistic growth narrative. Tesla's market capitalization, which currently stands in excess of $670 billion, is nearly five times greater than that of Volkswagen AG (OTCPK:VWAGY), the world's largest automaker. That is in spite of the fact that Tesla currently has barely 5% of Volkswagen's annual automotive production capacity. In other words, Tesla is currently priced as if it will not only surpass the likes of Volkswagen in terms of production and sales volume, but will radically exceed them.</p>\n<p>While irrational exuberance about an EV-dominated future can explain some of Tesla's eye-watering share price, it is not the only factor. Tesla's valuation is also the result of the company's efforts to position itself as \"more than a car company.\" Solar has always been a core component of this narrative, yet it has failed to live up to the hype. Deployments remain far below the highs set half a decade ago, even as&nbsp;customer satisfaction&nbsp;has continued to fall.</p>\n<p>Moreover, the fundamental economics of Tesla's solar operations have always been shaky at best. Indeed, even as Tesla's automotive operations have inched toward breakeven, the&nbsp;margins for its solar business remain painfully negative. That is hardly a glowing endorsement of a business unit that is supposed to add to Tesla's value proposition, not detract from it.</p>\n<p>In sum, Tesla's valuation is the product of high expectations and belief in the company's ability to expand its offerings far beyond the conventional automotive realm. Based on the performance of its solar energy business to date, it would seem prudent to revise some of those expectations downward.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inside The Deterioration Of Tesla's Solar Business</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\">\nInside The Deterioration Of Tesla's Solar Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4451383-inside-the-deterioration-of-teslas-solar-business><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla's $670 billion market cap is based in part on the belief that it is \"more than a car company\"; Tesla's solar energy business has fed this narrative.\nWhile treated like a value-add by ...</p>\n\n<a href=\"https://seekingalpha.com/article/4451383-inside-the-deterioration-of-teslas-solar-business\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4451383-inside-the-deterioration-of-teslas-solar-business","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1187997976","content_text":"Summary\n\nTesla's $670 billion market cap is based in part on the belief that it is \"more than a car company\"; Tesla's solar energy business has fed this narrative.\nWhile treated like a value-add by Tesla's boosters, its solar unit has in practice been a costly millstone; margins remain deeply negative.\nTesla's solar deployments have fallen far from highs set years ago, with little prospect of a reversal.\nHopes that Tesla's Solar Roof could reinvigorate deployment rates have faded amid multi-year delays and persistent installation bottlenecks.\nAs Tesla's solar business fades, it may threaten the company's broader growth narrative, as well as its vaunted share price.\n\nRoschetzkyIstockPhoto/iStock Editorial via Getty Images\nAs any of my longtime readers can undoubtedly attest, I have been tracking Tesla Inc. (NASDAQ:TSLA) for a while. I have covered numerous subjects related to the electric vehicle (“EV”) company over the years, but I have returned often to one in particular: Tesla’s solar energy business.\nIt has been a while since I lasttook a look under the hoodof Tesla’s solar division. With the first two quarters of 2021 in the rearview mirror, it feels like now is a good time to revisit the long-struggling business unit.\nMuch has changed for Tesla Solar in 2021, little of it for the good. Let’s discuss why this is the case.\nSolar Deployments In H1 2021: Still In A Long-Term Downtrend\nAs I have discussed at length on numerous occasions over the years, Tesla Solar has been in material multi-year decline from a deployments perspective. Thus, when Tesla reported Q1 2021 earnings, I naturally looked to the solar deployment numbers to see if the negative pattern had continued. As it turned out, Tesla had managed to achieve a major sequential jump in deployments, a fact the company was quick tocrow about in its Q1 investor letter:\n\n “Solar Retrofit and Solar Roof Solar deployments reached 92 MW in Q1, our strongest quarter in 2.5 years. Solar Roof deployments grew 9x compared to the same period last year.”\n\nTesla reported solar deployments to the tune of 92 megawatts (“MW”) in Q1, the most it had managed in years. Under the circumstances, Tesla can hardly be blamed for having wanted to highlight such a marked improvement in chart form:\nSource: Tesla Inc.\nThe chart above, which was included in the Q1 investor letter, certainly looks like it could be a sign of a turnaround in the making. However, its relatively limited timescale also limits its usefulness to investors and analysts interested in understanding the long-term performance and trajectory of Tesla's solar business. Charting the full history of Tesla's quarterly solar deployments through Q1 2021 offers a rather different perspective:\nSource: Author; Tesla Inc.\nI hardly have to remind investors that one quarter of growth does not a pattern make. If Tesla could sustain that growth into Q2, then one might be able to talk legitimately about a turnaround. As it turned out, Tesladeployed just 85 MW in Q2, a more than7.5% sequential drop:\nSource: TeslaCharts; Tesla Inc.\nTesla's solar deployments were not just lower in Q2 than in Q1, however. At 85MW, Tesla actually managed one 1MW less than it did in Q4 2020, despite seasonal impacts traditionally weakening year-end solar deployment rates. That would seem to put paid to any notion that Tesla's solar operations have been making a significant or sustainable turnaround.\nDeployments may have climbed significantly from their nadir in the first half of last year, but they remain a pale shadow of what Tesla was managing five years ago. They are also radically lower than what Tesla itself hadprojected in 2016when it was in the process of acquiring SolarCity:\nSource: @C_S_Skeptic; GLJ Research; Tesla Inc.\nIn 2016, Tesla was predicting solar deployments in excess of 500MW per quarter starting in 2017. We are now mid-way through 2021 and quarterly solar deployment levels stand at less than 20% of that figure.\nProduct Progress: Solar Roof Still Not Ready For Prime Time\nUnveiled with great fanfare in October 2016,the Solar Roof was touted from the start as the future of solar energy technology. At the time, CEO Elon Musk was insistent that the Solar Roof was not merely a concept in development, but was actually a fully functional technology ready to enter full-scale production. Musk told his rapt audience that the acquisition of SolarCity would facilitate the rapid rollout of the Solar Roof, providing one of the first public justifications for the merger between Tesla and the virtually insolvent solar installer that had been founded by two of Musk's cousins, and of which Musk was then chairman of the board of directors.\nSource: Tesla Inc.\nThe Solar Roof unveiling event may have helped smooth the way for the SolarCity tie-up, but it did so at the price of full transparency about the technology's readiness. Musk's claim about the Solar Roof's immediate viability was proven false in short order, as it quickly became apparent that the Solar Roof was still very much a concept in development, and with little near-term prospect of commercialization. Even then, few could have guessed how long that design and development process would take.\nA review of the progress to date on the long-promised but oft-delayed Solar Roof reveals a business reality far different from what has long been promised by Tesla’s solar cheerleaders. In the years since it was unveiled, the Solar Roof has gone through multipleredesigns and rebrands, even as Musk has repeatedly assured investors and the public that full-scale commercial production was imminent. In March 2019, he declared that 2019 would be \"the Year of the Solar Roof.\" In July of the same year, Musk tweeted that Solar Roof production wasaccelerating toward 1,000 units roofs per week:\nSource: Elon Musk; Twitter\nThis claim raised plenty of eyebrows in the investment community. Their skepticism proved well deserved as it soon became apparent that the actual Solar Roof production and installation rates were far lower. Even Electrek, a website well known for its consistently bullish Tesla commentary, felt compelled to call Musk out on his claim. According to Electrek, Musk's tweet was \"a bit of an exaggeration\" and that the actual production rate at the time was closer to 500 Solar Roofs per week. However, even that reduced projection appears to overstate the level of steady-state production and installation by a significant margin.\nThe Solar Roof has seen its fortunes improve little in 2021 thus far. According to renewable energy industry journalist Eric Wesoff, Tesla had yet to install 1,000 Solar Roofs total as recently as this April. This pessimistic view was further reinforced last month when the Wall Street Journal reported that the Securities and Exchange Commission had already confronted Tesla over Musk's dubious prior Solar Roof claims:\n\n “In correspondence sent to Tesla in 2019 and 2020, the SEC said tweets Mr. Musk wrote about Tesla’s solar roof production volumes and its stock price hadn’t undergone the required preapproval by Tesla’s lawyers. The communications, which haven’t been previously reported, spotlight the running tension between the nation’s top corporate regulator and Mr. Musk, who publicly mocked the SEC even after settling fraud claims with the agency. The SEC told Tesla in May 2020 that the company had failed ‘to enforce these procedures and controls despite repeated violations by Mr. Musk.’ The letter, signed by Steven Buchholz, a senior SEC official in its San Francisco office, added: ‘Tesla has abdicated the duties required of it by the court’s order.’\"\n\nWhether installation speed has picked up meaningfully over the past few months is unclear thanks in no small part to Tesla's inconsistency with regard to reporting on the subject. Thus, while Tesla's Q1 investor letter boasted that Solar Roof installations \"grew 9x compared to the same period last year,\" it neglected to provide an exact number of MW deployed. The Q2 update offered still less clarity, failing to mention even the growth rate other than to say that deployments \"grew substantially\" on a sequential and year-over-year basis.\nInvestor's Eye View\nWhatever way you slice it, Tesla’s seemingly endless struggle to launch a viable solar roof product at scale is problematic for a company that is valued based on a highly optimistic growth narrative. Tesla's market capitalization, which currently stands in excess of $670 billion, is nearly five times greater than that of Volkswagen AG (OTCPK:VWAGY), the world's largest automaker. That is in spite of the fact that Tesla currently has barely 5% of Volkswagen's annual automotive production capacity. In other words, Tesla is currently priced as if it will not only surpass the likes of Volkswagen in terms of production and sales volume, but will radically exceed them.\nWhile irrational exuberance about an EV-dominated future can explain some of Tesla's eye-watering share price, it is not the only factor. Tesla's valuation is also the result of the company's efforts to position itself as \"more than a car company.\" Solar has always been a core component of this narrative, yet it has failed to live up to the hype. Deployments remain far below the highs set half a decade ago, even as customer satisfaction has continued to fall.\nMoreover, the fundamental economics of Tesla's solar operations have always been shaky at best. Indeed, even as Tesla's automotive operations have inched toward breakeven, the margins for its solar business remain painfully negative. That is hardly a glowing endorsement of a business unit that is supposed to add to Tesla's value proposition, not detract from it.\nIn sum, Tesla's valuation is the product of high expectations and belief in the company's ability to expand its offerings far beyond the conventional automotive realm. Based on the performance of its solar energy business to date, it would seem prudent to revise some of those expectations downward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338041604821152,"gmtCreate":1723530221583,"gmtModify":1723530225790,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Please tank&nbsp;","listText":"Please tank&nbsp;","text":"Please tank","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338041604821152","repostId":"1198713606","repostType":4,"repost":{"id":"1198713606","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1723527900,"share":"https://ttm.financial/m/news/1198713606?lang=&edition=fundamental","pubTime":"2024-08-13 13:45","market":"us","language":"en","title":"Home Depot’s Earnings Face a Tough Fix. Home Improvement Demand Is Still \"Frozen.\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1198713606","media":"Dow Jones","summary":"Home Depot’s second-quarter earnings are likely to be more of a patch job than a full renovation, as the home improvement market continues to struggle with sluggish momentum.The retailer’s results are","content":"<html><head></head><body><p>Home Depot’s second-quarter earnings are likely to be more of a patch job than a full renovation, as the home improvement market continues to struggle with sluggish momentum.</p><p style=\"text-align: start;\">The retailer’s results are due Tuesday morning. Investors are bracing for another soft print, reflecting how the home improvement market “remains frozen,” wrote Greg Melich, an analyst at Evercore ISI.</p><p>Consumers tend to start renovation projects before selling a house, or just after buying a new place. But many potential buyers are still put off by high interest rates and housing prices, resulting in fewer home improvement efforts. Higher rates also discourage homeowners from taking on larger, discretionary projects—such as renovating a kitchen, bathroom, or building a new deck—until borrowing becomes less expensive.</p><p>These macroeconomic challenges have weighed on Home Depot’s sales and share performance for the past few quarters. The company’s first-quarter sales fell 2.3% from a year prior, coming in short of analysts’ estimates.</p><p>Analysts are betting second-quarter sales will be close to 1% lower year-over-year at $42.6 billion, while same-store sales will be down by 2.2%, according to FactSet consensus estimates. Projections call for adjusted earnings of $4.53 a share, compared with $4.65 a year ago.</p><p>The Street is also growing wary that Home Depot may cut its full-year guidance—and in this case, weak demand is only part of the equation. Home Depot’s recent acquisition of SRS Distribution could weigh on earnings per share in the near term, analysts say.</p><p style=\"text-align: start;\">The SRS acquisition is still hotly debated up and down Wall Street. Its detractors point to how the $18 billion purchase will add billions in incremental debt to Home Depot’s balance sheet, leading to a pause in share buybacks.</p><p style=\"text-align: start;\">But bulls such as David Bellinger, an analyst at Mizuho Securities, say the acquisition was a “necessary unlock” for the company to tap into larger, complex project work that could lead to significant revenue and margin growth in the long run.</p><p style=\"text-align: start;\">Home Depot’s management is likely to field several questions about SRS on Tuesday’s quarterly earnings call as investors try to form a better understanding of how it will affect their views about Home Depot.</p><p style=\"text-align: start;\">In the end, however, it’s possible that neither the company’s results nor commentary on SRS will have the biggest bearing on the stock’s movement following earnings, but rather management’s thoughts about future home-improvement demand.</p><p style=\"text-align: start;\">Steven Shemesh, an analyst at RBC Capital Markets, believes investors are willing to overlook near-term weakness in the hopes that sales will improve once interest rates are lower, leading to a sector-wide recovery.</p><p style=\"text-align: start;\">Indeed, that hope is partially what’s bolstering Bellinger’s, the Mizuho analyst, Outperform rating on the stock.</p><p style=\"text-align: start;\">“Our optimistic stance comes ahead of a pending inflection in transaction count growth, where we see HD well-positioned to benefit from a 2H24E sector recovery,” he wrote.</p><p style=\"text-align: start;\">That said, it’s going to take some time for consumers to feel the impact of lower rates, which means it may still be a few months before companies such as Home Depot and competitor Lowe’s see an uptick in demand. Evercore’s Melich doesn’t believe home improvement spending will turn positive until 2025.</p><p style=\"text-align: start;\">“Anticipation of lower rates could be deferring both housing AND remodel demand in 2024, which means that if rates start to come down, the duration of the [home improvement] downturn (13 quarters of negative traffic) and current below trend demand should lead to some growth into 2025,” Melich wrote.</p><p style=\"text-align: start;\">Home Depot stock closed 0.8% lower at $345.81 Monday. The shares are up 0.2% this year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Home Depot’s Earnings Face a Tough Fix. Home Improvement Demand Is Still \"Frozen.\"</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\">\nHome Depot’s Earnings Face a Tough Fix. Home Improvement Demand Is Still \"Frozen.\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-13 13:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Home Depot’s second-quarter earnings are likely to be more of a patch job than a full renovation, as the home improvement market continues to struggle with sluggish momentum.</p><p style=\"text-align: start;\">The retailer’s results are due Tuesday morning. Investors are bracing for another soft print, reflecting how the home improvement market “remains frozen,” wrote Greg Melich, an analyst at Evercore ISI.</p><p>Consumers tend to start renovation projects before selling a house, or just after buying a new place. But many potential buyers are still put off by high interest rates and housing prices, resulting in fewer home improvement efforts. Higher rates also discourage homeowners from taking on larger, discretionary projects—such as renovating a kitchen, bathroom, or building a new deck—until borrowing becomes less expensive.</p><p>These macroeconomic challenges have weighed on Home Depot’s sales and share performance for the past few quarters. The company’s first-quarter sales fell 2.3% from a year prior, coming in short of analysts’ estimates.</p><p>Analysts are betting second-quarter sales will be close to 1% lower year-over-year at $42.6 billion, while same-store sales will be down by 2.2%, according to FactSet consensus estimates. Projections call for adjusted earnings of $4.53 a share, compared with $4.65 a year ago.</p><p>The Street is also growing wary that Home Depot may cut its full-year guidance—and in this case, weak demand is only part of the equation. Home Depot’s recent acquisition of SRS Distribution could weigh on earnings per share in the near term, analysts say.</p><p style=\"text-align: start;\">The SRS acquisition is still hotly debated up and down Wall Street. Its detractors point to how the $18 billion purchase will add billions in incremental debt to Home Depot’s balance sheet, leading to a pause in share buybacks.</p><p style=\"text-align: start;\">But bulls such as David Bellinger, an analyst at Mizuho Securities, say the acquisition was a “necessary unlock” for the company to tap into larger, complex project work that could lead to significant revenue and margin growth in the long run.</p><p style=\"text-align: start;\">Home Depot’s management is likely to field several questions about SRS on Tuesday’s quarterly earnings call as investors try to form a better understanding of how it will affect their views about Home Depot.</p><p style=\"text-align: start;\">In the end, however, it’s possible that neither the company’s results nor commentary on SRS will have the biggest bearing on the stock’s movement following earnings, but rather management’s thoughts about future home-improvement demand.</p><p style=\"text-align: start;\">Steven Shemesh, an analyst at RBC Capital Markets, believes investors are willing to overlook near-term weakness in the hopes that sales will improve once interest rates are lower, leading to a sector-wide recovery.</p><p style=\"text-align: start;\">Indeed, that hope is partially what’s bolstering Bellinger’s, the Mizuho analyst, Outperform rating on the stock.</p><p style=\"text-align: start;\">“Our optimistic stance comes ahead of a pending inflection in transaction count growth, where we see HD well-positioned to benefit from a 2H24E sector recovery,” he wrote.</p><p style=\"text-align: start;\">That said, it’s going to take some time for consumers to feel the impact of lower rates, which means it may still be a few months before companies such as Home Depot and competitor Lowe’s see an uptick in demand. Evercore’s Melich doesn’t believe home improvement spending will turn positive until 2025.</p><p style=\"text-align: start;\">“Anticipation of lower rates could be deferring both housing AND remodel demand in 2024, which means that if rates start to come down, the duration of the [home improvement] downturn (13 quarters of negative traffic) and current below trend demand should lead to some growth into 2025,” Melich wrote.</p><p style=\"text-align: start;\">Home Depot stock closed 0.8% lower at $345.81 Monday. The shares are up 0.2% this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HD":"家得宝"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198713606","content_text":"Home Depot’s second-quarter earnings are likely to be more of a patch job than a full renovation, as the home improvement market continues to struggle with sluggish momentum.The retailer’s results are due Tuesday morning. Investors are bracing for another soft print, reflecting how the home improvement market “remains frozen,” wrote Greg Melich, an analyst at Evercore ISI.Consumers tend to start renovation projects before selling a house, or just after buying a new place. But many potential buyers are still put off by high interest rates and housing prices, resulting in fewer home improvement efforts. Higher rates also discourage homeowners from taking on larger, discretionary projects—such as renovating a kitchen, bathroom, or building a new deck—until borrowing becomes less expensive.These macroeconomic challenges have weighed on Home Depot’s sales and share performance for the past few quarters. The company’s first-quarter sales fell 2.3% from a year prior, coming in short of analysts’ estimates.Analysts are betting second-quarter sales will be close to 1% lower year-over-year at $42.6 billion, while same-store sales will be down by 2.2%, according to FactSet consensus estimates. Projections call for adjusted earnings of $4.53 a share, compared with $4.65 a year ago.The Street is also growing wary that Home Depot may cut its full-year guidance—and in this case, weak demand is only part of the equation. Home Depot’s recent acquisition of SRS Distribution could weigh on earnings per share in the near term, analysts say.The SRS acquisition is still hotly debated up and down Wall Street. Its detractors point to how the $18 billion purchase will add billions in incremental debt to Home Depot’s balance sheet, leading to a pause in share buybacks.But bulls such as David Bellinger, an analyst at Mizuho Securities, say the acquisition was a “necessary unlock” for the company to tap into larger, complex project work that could lead to significant revenue and margin growth in the long run.Home Depot’s management is likely to field several questions about SRS on Tuesday’s quarterly earnings call as investors try to form a better understanding of how it will affect their views about Home Depot.In the end, however, it’s possible that neither the company’s results nor commentary on SRS will have the biggest bearing on the stock’s movement following earnings, but rather management’s thoughts about future home-improvement demand.Steven Shemesh, an analyst at RBC Capital Markets, believes investors are willing to overlook near-term weakness in the hopes that sales will improve once interest rates are lower, leading to a sector-wide recovery.Indeed, that hope is partially what’s bolstering Bellinger’s, the Mizuho analyst, Outperform rating on the stock.“Our optimistic stance comes ahead of a pending inflection in transaction count growth, where we see HD well-positioned to benefit from a 2H24E sector recovery,” he wrote.That said, it’s going to take some time for consumers to feel the impact of lower rates, which means it may still be a few months before companies such as Home Depot and competitor Lowe’s see an uptick in demand. Evercore’s Melich doesn’t believe home improvement spending will turn positive until 2025.“Anticipation of lower rates could be deferring both housing AND remodel demand in 2024, which means that if rates start to come down, the duration of the [home improvement] downturn (13 quarters of negative traffic) and current below trend demand should lead to some growth into 2025,” Melich wrote.Home Depot stock closed 0.8% lower at $345.81 Monday. The shares are up 0.2% this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890203730,"gmtCreate":1628118313920,"gmtModify":1703501379494,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Ummmm so I brought puts on CCL because Delta was spreading—— and then it rallied up 16% in the 2days after&nbsp;","listText":"Ummmm so I brought puts on CCL because Delta was spreading—— and then it rallied up 16% in the 2days after&nbsp;","text":"Ummmm so I brought puts on CCL because Delta was spreading—— and then it rallied up 16% in the 2days after","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890203730","repostId":"2156106357","repostType":4,"repost":{"id":"2156106357","kind":"highlight","pubTimestamp":1628085660,"share":"https://ttm.financial/m/news/2156106357?lang=&edition=fundamental","pubTime":"2021-08-04 22:01","market":"us","language":"en","title":"Is It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2156106357","media":"Motley Fool","summary":"The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.","content":"<blockquote>\n The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Like it or not, the delta variant of COVID-19 is spreading, with few options ready to curb it.</li>\n <li>Renewed lockdown efforts are likely to spread to even more places.</li>\n <li>For investors interested in stepping into oversold stocks, the problem at hand is sheer uncertainty.</li>\n</ul>\n<p>Usually, the biggest losers for any given month end up being a hodgepodge of different companies. This is not <a href=\"https://laohu8.com/S/AONE.U\">one</a> of those times. July's worst-performing names among the <b>S&amp;P 500</b> (SNPINDEX:^GSPC) constituents were <b>Las Vegas Sands</b> (NYSE:LVS), <b>Wynn Resorts</b> (NASDAQ:WYNN), <b>Norwegian Cruise Line Holdings</b> (NYSE:NCLH), and <b>Carnival Corporation</b> (NYSE:CCL). The commonality is clear. All are tourism plays, but more to the point right now, these companies have the most to lose if the recent increase in COVID-19 cases worsens. In this light, last month's steep sell-offs make a lot of sense.</p>\n<p>Veteran investors know the time to step into quality stocks is when they've been needlessly beaten down, but sometimes, stocks are upended for all the right reasons. It's not always easy to determine which is which, and this is one of those tricky times.</p>\n<p>Too late to stop it now</p>\n<p>The sell-offs last month were steep. Carnival shares fell 17.9% with rival Norwegian Cruise Line seeing its shares slide 18.3%. Wynn Resorts stock fell 19.6%, matching the loss logged by Las Vegas Sands. In all four cases, the selling simply extended pullbacks that first started taking shape in June.</p>\n<p><img src=\"https://static.tigerbbs.com/5f6d79db732cfe9fd24ea383f893ddc5\" tg-width=\"720\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>Now, investors face a key question: Will the growing number of global coronavirus cases exact the same toll taken in 2020, the first time the pandemic swept across the world?</p>\n<p>Nobody really knows. From an odds-making perspective, though, it would be naive to believe something like the strict shutdowns we saw last year aren't a possibility if the situation continues to worsen.</p>\n<p>The official guidance thus far is more hopeful. On Aug. 1, Dr. Anthony Fauci, Director of the U.S. National Institute of Allergy and Infectious Diseases, said the U.S. will not suffer lockdowns again, even though he believes the pandemic will indeed get worse in the U.S. before improving. Moreover, consumers and corporations alike have learned to operate in a world where COVID-19 is a threat, and many of the millions of vaccinated Americans are ready to venture out and live life despite the risks of doing so.</p>\n<p>Image source: Getty Images.</p>\n<p>However, one should avoid assuming the U.S. response will match the worldwide reality. Within the past month, lockdowns have been mandated in Australia, China, Mexico, and Canada, while France and other European countries are raising the bar on who is allowed to travel to, from, and within the country.</p>\n<p>And that's just a small sampling. A wide swath of the world is establishing or reinstating measures meant to curb the spread of the coronavirus as the global number of reported COVID-19 cases appears to be climbing back toward highs seen earlier this year.</p>\n<p>Considering authorities must now deal with a highly contagious delta variant of the disease, lockdowns and other travel restrictions are a strong possibility in the remainder of 2021, and that is especially problematic for casino operators like Las Vegas Sands and Wynn and cruise lines like Carnival and Norwegian. Even a rapid, effective response in the U.S. could still leave these companies exposed to challenges in other regions of the world where they operate.</p>\n<p>Not permanent but no flash in the pan either</p>\n<p>So as it stands now, tourism and travel face a lot of near-term challenges. The full effects of the recent surge in cases may not be seen for months, and as shareholders in companies like Wynn and Carnival experienced in July, a lot of damage can happen to share prices in a short period of time.</p>\n<p>The S&amp;P 500's worst performers last month aren't bargains now as a result of their sell-offs. If anything, their declines are a sign of bigger issues that have yet to be resolved. Only true buy-and-hold investors should consider jumping into these stocks, and for the next few months, they should be prepared to stomach the continued volatility and growing uncertainty that lies ahead for this sector.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Time to Buy the S&P 500's 4 Worst-Performing July Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 22:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n\nKey Points\n\nLike it or not, the delta variant of COVID-19 is spreading, with few ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","OEX":"标普100","SPY":"标普500ETF","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","TIME":"Clockwise Core Equity & Innovation ETF"},"source_url":"https://www.fool.com/investing/2021/08/04/is-it-time-to-buy-4-worst-performing-july-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156106357","content_text":"The strong sell-offs for these companies point to a shadow that could hang over these stocks for months or more.\n\nKey Points\n\nLike it or not, the delta variant of COVID-19 is spreading, with few options ready to curb it.\nRenewed lockdown efforts are likely to spread to even more places.\nFor investors interested in stepping into oversold stocks, the problem at hand is sheer uncertainty.\n\nUsually, the biggest losers for any given month end up being a hodgepodge of different companies. This is not one of those times. July's worst-performing names among the S&P 500 (SNPINDEX:^GSPC) constituents were Las Vegas Sands (NYSE:LVS), Wynn Resorts (NASDAQ:WYNN), Norwegian Cruise Line Holdings (NYSE:NCLH), and Carnival Corporation (NYSE:CCL). The commonality is clear. All are tourism plays, but more to the point right now, these companies have the most to lose if the recent increase in COVID-19 cases worsens. In this light, last month's steep sell-offs make a lot of sense.\nVeteran investors know the time to step into quality stocks is when they've been needlessly beaten down, but sometimes, stocks are upended for all the right reasons. It's not always easy to determine which is which, and this is one of those tricky times.\nToo late to stop it now\nThe sell-offs last month were steep. Carnival shares fell 17.9% with rival Norwegian Cruise Line seeing its shares slide 18.3%. Wynn Resorts stock fell 19.6%, matching the loss logged by Las Vegas Sands. In all four cases, the selling simply extended pullbacks that first started taking shape in June.\n\nData by YCharts.\nNow, investors face a key question: Will the growing number of global coronavirus cases exact the same toll taken in 2020, the first time the pandemic swept across the world?\nNobody really knows. From an odds-making perspective, though, it would be naive to believe something like the strict shutdowns we saw last year aren't a possibility if the situation continues to worsen.\nThe official guidance thus far is more hopeful. On Aug. 1, Dr. Anthony Fauci, Director of the U.S. National Institute of Allergy and Infectious Diseases, said the U.S. will not suffer lockdowns again, even though he believes the pandemic will indeed get worse in the U.S. before improving. Moreover, consumers and corporations alike have learned to operate in a world where COVID-19 is a threat, and many of the millions of vaccinated Americans are ready to venture out and live life despite the risks of doing so.\nImage source: Getty Images.\nHowever, one should avoid assuming the U.S. response will match the worldwide reality. Within the past month, lockdowns have been mandated in Australia, China, Mexico, and Canada, while France and other European countries are raising the bar on who is allowed to travel to, from, and within the country.\nAnd that's just a small sampling. A wide swath of the world is establishing or reinstating measures meant to curb the spread of the coronavirus as the global number of reported COVID-19 cases appears to be climbing back toward highs seen earlier this year.\nConsidering authorities must now deal with a highly contagious delta variant of the disease, lockdowns and other travel restrictions are a strong possibility in the remainder of 2021, and that is especially problematic for casino operators like Las Vegas Sands and Wynn and cruise lines like Carnival and Norwegian. Even a rapid, effective response in the U.S. could still leave these companies exposed to challenges in other regions of the world where they operate.\nNot permanent but no flash in the pan either\nSo as it stands now, tourism and travel face a lot of near-term challenges. The full effects of the recent surge in cases may not be seen for months, and as shareholders in companies like Wynn and Carnival experienced in July, a lot of damage can happen to share prices in a short period of time.\nThe S&P 500's worst performers last month aren't bargains now as a result of their sell-offs. If anything, their declines are a sign of bigger issues that have yet to be resolved. Only true buy-and-hold investors should consider jumping into these stocks, and for the next few months, they should be prepared to stomach the continued volatility and growing uncertainty that lies ahead for this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169634932,"gmtCreate":1623832170126,"gmtModify":1703820799696,"author":{"id":"3577554594597387","authorId":"3577554594597387","name":"kingcrayon","avatar":"https://static.tigerbbs.com/0c00dd711d203002c2d9e78a4f2445cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577554594597387","authorIdStr":"3577554594597387"},"themes":[],"htmlText":"Hurry up I have call options expiring","listText":"Hurry up I have call options expiring","text":"Hurry up I have call options expiring","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169634932","repostId":"2143075116","repostType":2,"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}