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2021-06-14
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2021-06-14
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2021-06-14
Guo
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2021-06-14
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2021-06-14
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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>Bank of America names the ‘cheaper’, ‘higher quality’ tech stocks to buy right now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America names the ‘cheaper’, ‘higher quality’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 08:44 GMT+8 <a href=https://www.cnbc.com/2021/06/14/bank-of-america-names-quality-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A number of tech companies are trading cheaper than their big name counterparts and are of a “higher quality,” according to Bank of America, which picked multiple stocks in the sector.\nDespite the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/14/bank-of-america-names-quality-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/14/bank-of-america-names-quality-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1139389326","content_text":"A number of tech companies are trading cheaper than their big name counterparts and are of a “higher quality,” according to Bank of America, which picked multiple stocks in the sector.\nDespite the tech sector being “one of the most expensive sectors vs. history” right now, the bank’s analysts argued that small and mid-cap tech companies are “cheap on most metrics vs. large cap peers.”\nBofA’s investor’s guide to small and mid-cap tech companies, published Monday, covers semiconductor, software, hardware and internet stocks, based on themes ranging from the post-pandemic economic reopening to the current chip shortage.\nHere are 10 of the bank’s top under-the-radar tech stock picks:\nSemiconductors\nTop picks include semiconductor test equipment maker Teradyne. The analysts, led by Jill Carey Hall, noted it is likely to benefit from a shift to 5G– chips are vital components of smartphones – and longer-term demand from its customer Apple. The bank also likes Qorvo, “a leading radio frequency component supplier across smartphones and infrastructure/industrial applications,” along with Nova Measuring Instruments.\n“Nova Instruments … is exposed to our favorite market in semis, semicap equipment, which we expect can grow at a 16% CAGR through 2023,” the bank’s analysts stated, referring to its estimated compound annual growth rate for semiconductor capital equipment.\nSoftware and hardware\nHybrid working is likely to have a “lasting impact” on cloud computing, which is set to benefit from the shift to e-commerce, a move toward software applications in areas like finance and procurement, and more use of video-calling tech.\nTax software firm Avalarais a top pick for BofA, which described it as a long-term “winner,” with the potential to make “solid” margins due to a high customer retention rate. The bank also singled out Concentrix, a firm that runs call centers and develops customer service technology, for its presence in developed and emerging markets, and its strong relationships with clients.\nIt also likes data analytics firmT eradata and cloud firm Nutanix.\nInternet and media\n“Internet companies were some of the obvious beneficiaries of stay-at-[home-]orders, causing substantial revenue accelerations in 2020,” BofA stated, and some companies are likely to have “permanent” gains.\nDating company Match Group is set to be one of those, and its apps including Tinder, OKCupid and Hinge are likely to see further upside as vaccine distribution continues, the bank said. BofA likes Match Group’s “efficient go-to-market strategy, product expertise, ability to effectively acquire new users and combination of both subscription and freemium sites.”\nThe analysts also like used car websites Vroom and Carvana, which they said will likely get a boost from Americans spending their stimulus checks on autos. Vroom could reach triple-digit growth this year, the bank estimated, while Carvana is likely to do well as it increases its capacity by opening a new reconditioning center.\nBofA’s analysts explained that the market is in “mid-cycle,” a time when the economy is growing and companies have healthy profits. “We are firmly in Mid-Cycle – a phase that typically lasts 9-10 months (we’re in month 5). Historically, this has been the best phase for small cap Tech – which has outperformed both the index and large cap peers 63% of the time in this phase,” the analysts said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185628587,"gmtCreate":1623647024849,"gmtModify":1704207777014,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"Guo","listText":"Guo","text":"Guo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185628587","repostId":"1130831385","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185628872,"gmtCreate":1623647008796,"gmtModify":1704207776361,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/185628872","repostId":"2142422555","repostType":4,"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185621600,"gmtCreate":1623646972100,"gmtModify":1704207775541,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/185621600","repostId":"1110781663","repostType":4,"repost":{"id":"1110781663","pubTimestamp":1623641847,"share":"https://ttm.financial/m/news/1110781663?lang=&edition=fundamental","pubTime":"2021-06-14 11:37","market":"fut","language":"en","title":"JPMorgan, Morgan Stanley Urge Treasuries Bears to Hold Firm","url":"https://stock-news.laohu8.com/highlight/detail?id=1110781663","media":"Bloomberg","summary":"JPMorgan, TD Securities strategists said short 10-year bonds\nMorgan Stanley sees risk of hawkish FOM","content":"<ul>\n <li>JPMorgan, TD Securities strategists said short 10-year bonds</li>\n <li>Morgan Stanley sees risk of hawkish FOMC surprise this week</li>\n</ul>\n<p>Despite a short squeeze that pushed benchmark Treasury yields to a three-month low last week, Wall Street is urging bond bears to stick to their guns.</p>\n<p>Strategists at JPMorgan Chase & Co. said Friday they turned bearish on 10-year Treasuries ahead of the Federal Reserve meeting on Wednesday as markets are now pricing in a too shallow rate hike outlook, while their peers at Morgan Stanley are bracing for a hawkish surprise. A team at TD Securities called for a “tactical short” in the benchmark securities on Thursday.</p>\n<p>“Given rich valuations and a benign implied tightening pace, we turn bearish in 10-year Treasuries,” wrote a JPMorgan team including Jay Barry. “The pendulum has swung over the current quarter as Treasuries have moved from extremely cheap to extremely rich.”</p>\n<p>Bond investors have been abandoning short bets in recent weeks on an expectation Fed officials will reaffirm that an ultra-loose policy remains appropriate, and that it’s too soon to start even considering tapering purchases of Treasuries and mortgage-backed securities. Still, officials could project interest-rate liftoff in 2023 amid faster economic growth and inflation, according to economists surveyed by Bloomberg -- something the swap-market is pricing for April that year.</p>\n<p><img src=\"https://static.tigerbbs.com/b4fa0d5ea8af8a48c9b50c3ed9569f9c\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>Ten-year yields inchedup toaround 1.46% Monday after hitting the lowest since March on Friday. That coincided with a key Fibonacci technical support level, stemming from the rise in yields from last year’s pandemic lows.</p>\n<p><b>Fed Catalyst</b></p>\n<p>While market expectations for the Fed to hike rates are more hawkish than the central bank’s own guidance, swaps are pricing in less than 100 basis points of tightening over the next four years, according to the JPMorgan strategists. That suggests markets see a relatively low pace of normalization, they said.</p>\n<p>TD Securities see the potential for the central bank’s median “dot” for 2023 -- a gauge of its expectations for rates that year -- to move higher, according to a note from strategists including Priya Misra. That would likely surprise the market, which is priced for a dovish Fed, they said, calling for benchmark yields to bounce back to the 1.70% level.</p>\n<p>The slump in Treasury yields after last week’s U.S. consumer-price data suggests markets are completely ignoring inflation as transitory, just when a case can be made for its sustainability, wrote Morgan Stanley’s head of U.S. interest rate strategy Guneet Dhingra in a note Friday.</p>\n<p>“Given the shift in the mix of inflation from transitorytowardssustainable, the risk of a hawkish tilt within the FOMC has increased, exposing the rates market to a hawkish surprise,” he said.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan, Morgan Stanley Urge Treasuries Bears to Hold Firm</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\">\nJPMorgan, Morgan Stanley Urge Treasuries Bears to Hold Firm\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 11:37 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-06-14/jpmorgan-morgan-stanley-urge-treasuries-bears-to-hold-firm?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JPMorgan, TD Securities strategists said short 10-year bonds\nMorgan Stanley sees risk of hawkish FOMC surprise this week\n\nDespite a short squeeze that pushed benchmark Treasury yields to a three-month...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-14/jpmorgan-morgan-stanley-urge-treasuries-bears-to-hold-firm?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-06-14/jpmorgan-morgan-stanley-urge-treasuries-bears-to-hold-firm?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110781663","content_text":"JPMorgan, TD Securities strategists said short 10-year bonds\nMorgan Stanley sees risk of hawkish FOMC surprise this week\n\nDespite a short squeeze that pushed benchmark Treasury yields to a three-month low last week, Wall Street is urging bond bears to stick to their guns.\nStrategists at JPMorgan Chase & Co. said Friday they turned bearish on 10-year Treasuries ahead of the Federal Reserve meeting on Wednesday as markets are now pricing in a too shallow rate hike outlook, while their peers at Morgan Stanley are bracing for a hawkish surprise. A team at TD Securities called for a “tactical short” in the benchmark securities on Thursday.\n“Given rich valuations and a benign implied tightening pace, we turn bearish in 10-year Treasuries,” wrote a JPMorgan team including Jay Barry. “The pendulum has swung over the current quarter as Treasuries have moved from extremely cheap to extremely rich.”\nBond investors have been abandoning short bets in recent weeks on an expectation Fed officials will reaffirm that an ultra-loose policy remains appropriate, and that it’s too soon to start even considering tapering purchases of Treasuries and mortgage-backed securities. Still, officials could project interest-rate liftoff in 2023 amid faster economic growth and inflation, according to economists surveyed by Bloomberg -- something the swap-market is pricing for April that year.\n\nTen-year yields inchedup toaround 1.46% Monday after hitting the lowest since March on Friday. That coincided with a key Fibonacci technical support level, stemming from the rise in yields from last year’s pandemic lows.\nFed Catalyst\nWhile market expectations for the Fed to hike rates are more hawkish than the central bank’s own guidance, swaps are pricing in less than 100 basis points of tightening over the next four years, according to the JPMorgan strategists. That suggests markets see a relatively low pace of normalization, they said.\nTD Securities see the potential for the central bank’s median “dot” for 2023 -- a gauge of its expectations for rates that year -- to move higher, according to a note from strategists including Priya Misra. That would likely surprise the market, which is priced for a dovish Fed, they said, calling for benchmark yields to bounce back to the 1.70% level.\nThe slump in Treasury yields after last week’s U.S. consumer-price data suggests markets are completely ignoring inflation as transitory, just when a case can be made for its sustainability, wrote Morgan Stanley’s head of U.S. interest rate strategy Guneet Dhingra in a note Friday.\n“Given the shift in the mix of inflation from transitorytowardssustainable, the risk of a hawkish tilt within the FOMC has increased, exposing the rates market to a hawkish surprise,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185623093,"gmtCreate":1623646903312,"gmtModify":1704207773065,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"Ghkfdf","listText":"Ghkfdf","text":"Ghkfdf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185623093","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":185628872,"gmtCreate":1623647008796,"gmtModify":1704207776361,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/185628872","repostId":"2142422555","repostType":4,"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185621600,"gmtCreate":1623646972100,"gmtModify":1704207775541,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/185621600","repostId":"1110781663","repostType":4,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185628587,"gmtCreate":1623647024849,"gmtModify":1704207777014,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"Guo","listText":"Guo","text":"Guo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185628587","repostId":"1130831385","repostType":4,"repost":{"id":"1130831385","pubTimestamp":1623637363,"share":"https://ttm.financial/m/news/1130831385?lang=&edition=fundamental","pubTime":"2021-06-14 10:22","market":"us","language":"en","title":"Top Wall Street analysts say these stocks are poised to deliver significant gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1130831385","media":"CNBC","summary":"The S&P 500 notched new records this past week, but future gains are anything but a guarantee.\nInves","content":"<div>\n<p>The S&P 500 notched new records this past week, but future gains are anything but a guarantee.\nInvestors are still weighing the implications of a potential change in monetary policy from the Federal ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/13/analysts-see-stocks-with-upside-like-johnson-johnson-and-seagate.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Wall Street analysts say these stocks are poised to deliver significant gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Wall Street analysts say these stocks are poised to deliver significant gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 10:22 GMT+8 <a href=https://www.cnbc.com/2021/06/13/analysts-see-stocks-with-upside-like-johnson-johnson-and-seagate.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 notched new records this past week, but future gains are anything but a guarantee.\nInvestors are still weighing the implications of a potential change in monetary policy from the Federal ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/13/analysts-see-stocks-with-upside-like-johnson-johnson-and-seagate.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/13/analysts-see-stocks-with-upside-like-johnson-johnson-and-seagate.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1130831385","content_text":"The S&P 500 notched new records this past week, but future gains are anything but a guarantee.\nInvestors are still weighing the implications of a potential change in monetary policy from the Federal Reserve, as well as supply chain-related issues.\nWith this in mind, what strategy can investors use to identify compelling opportunities? One approach is to look for stocks that appear undervalued and are poised to deliver significant gains. The names highlighted below fall into this category and have the backing of experts with a proven track record of success.\nTipRanks analyst forecasting service works to pinpoint Wall Street’s best-performing analysts. These are the analysts with the highest success rate and average return per rating, factoring in the number of ratings assigned by each analyst.\nHere are the best-performing analysts’ top stock picks right now.\nnCino\nnCino, which offers a cloud-based operating system for banks, is still one of Needham analyst Mayank Tandon’s top picks for 2021. In line with this optimistic approach, Tandon kept a Buy rating on the fintech name. Although he trimmed the price target from $85 to $80 to reflect “lower market valuations for [software as a service] stocks,” this target still implies 31% upside potential.\nLooking at the overall fintech sector, Tandon said, “Activity in FinTech remains hectic as we approach the midway point of 2021, with the growth in digital payments, banking, and insurtech leading to a steady cadence of new product offerings and companies exploring the public markets to capitalize on the strong secular trends that we expect to continue to drive outsized growth over the next several years.”\nWhen it comes to NCNO stock specifically, the company exceeded the Street’s expectations due to “robust growth within the existing client base and a strong cadence of new logo wins and go-lives.” In the fiscal first quarter of 2022, international revenue surged 113% year over year as global demand ramped up. It also expanded its relationship with two $20 billion-plus asset U.S. farm credit institutions.\nThe outlook also impressed, with NCNO’s guidance for the second quarter surpassing consensus estimates. Additionally, the company bumped up its outlook for fiscal year 2022. Management is now guiding for revenue of $258 million to $260 million, versus the previous guidance of $253 million to $255 million. Earnings per share are expected to land between negative 21 cents and negative 23 cents, up from the prior negative 24 cents and negative 26 cents estimate.\nWhat does all of this mean for nCino’s long-term growth story? Tandon said, “We view the company as one of the leading providers of modern cloud-based digital banking solutions. Based on the strong new business wins, building international momentum, and ability to up-sell its continually expanding product suite, we believe the bias to both our and Street estimates is to the upside.”\nWith a 65% success rate and 22.9% average return per rating, Tandon earns a #124 ranking on TipRanks’ list of best-performing analysts.\nBroadcom\nIn line with Susquehanna analyst Christopher Rolland’s estimates, semiconductor player Broadcom reported a modest beat-and-raise quarter. In response, he maintained a Buy rating on the stock. In addition, the five-star analyst kept the price target at $540, suggesting 16% upside potential.\nIt should be noted that Broadcom’s CEO Hock Tan is optimistic about the robust booking trends “despite a flattening in the company’s lead-time trends.” Expounding on this, Rolland stated, “In other words, he does not believe that over-ordering (i.e., inventory building) is a major concern for the company.”\nWhen it comes to the Networking segment, revenue was “better-than-expected” thanks to cloud, hyperscale, and telco demand for Trident and Tomahawk 3.\n“Interestingly, Hock believes that enterprise demand (traditionally half the market) is starting to come back now, as bookings may layer on top of the already strong hyperscale/telco demand. Broadband revenue (+28% year-over-year; 18% of semis revenue) was described as “going through somewhat of a renaissance as work from home continued to drive Wi-Fi 6, PON (10G) and DOCSIS 3.1,” Rolland said.\nAlthough Wireless trends were muted during the most recent quarter, management did acquire more supply than originally expected.\n“Storage trends appear about in-line with our prior estimate, but management suggested an improving demand trajectory (we believe Chia/Filecoin may also help here). Industrial also appears in-line, driven by a recovery in auto and China, and may sustain as channel inventories remain depleted,” Rolland said.\nAlthough the CEO is known to rein in operating expenses, R&D expenses grew during the quarter, with the company implying “increased investment in Silicon Photonics/optical, 25G PON, and converged home gateways, as they double down on these franchises.”\nRolland is one of the top 52 analysts on the Street, sporting a 75% success rate and 22.9% average return per rating.\nJohnson & Johnson\nJohnson & Johnson has found itself in the spotlight due to the talcum powder litigation. The Supreme Court recently ruled that it will not hear the company’s appeal of the $2.1 billion talcum powder verdict in the Ingham case, which is already down from the initial $4.7 billion verdict.\nWith this in mind,JNJ will need to pay the $2.5 billion (including interest) in the second quarter. It should be noted that this expense was already reserved last year.\nAccording to Wells Fargo analyst Larry Biegelsen, “this verdict implies a payout of $95 million per claimant,” but “precedent from other large class-action settlements suggests that possible settlement in the multi-district litigation is more likely in the $50,000 to $200,000 range.” So, if the number of cases reaches 60,000 and the average payout is $150,000 each, the analyst estimates a total future settlement of $9 billion, on top of the $2.5 billion.\nDespite this, Biegelsen remains optimistic about JNJ’s long-term prospects. “While this is a sizable figure even for a company of JNJ’s size, we believe the amount is manageable, especially as it will likely be paid out over time,” he commented.\nThis prompted the analyst to reiterate a Buy rating and $190 price target, which brings the upside potential to 15%.\nBiegelsen highlights the fact that 85% of the outstanding talcum cases are consolidated in the multi-district litigation, and that the first trial is set to take place in the first half of 2022. After a consultant weighed in, the analyst doesn’t believe that the Supreme Court’s decision will impact the multi-district litigation.\nWhen it comes to settlement options, Biegelsen said, “Although JNJ has publicly stated its intention to pursue the talc cases rather than settlement, we continue to view this as a possibility once some bellwether trials have progressed. Feedback from our consultant points to a few possible settlement scenarios based on precedent.”\nWhile one approach would require that 90% to 95% of claimants agree to settle, JNJ can also settle individual cases or settle with individual law firms. “JNJ may choose any of these settlement structures or even a mix of these down the road,” Biegelsen stated.\nBased on data from TipRanks, Biegelsen is tracking a 69% success rate and 21.3% average return per rating.\nAutodesk\nAfter strategic partnership talks failed,Autodesk revealed that it has submitted a proposal to acquire Altium, which provides printed circuit board software, for AUD $38.50 per share. This would reflect a 47% premium to the one-month volume-weighted average price and suggest a total consideration of $3.8 billion.\nFor RBC Capital analyst Matthew Hedberg, the deal could mean big things for Autodesk. Bearing this in mind, the five-star analyst maintained a Buy rating and $340 price target. This target puts the upside potential at 23%.\n“The proposal had followed strategic partnership talks between the two companies and was rejected by Altium’s board at the offered price, which it viewed as ‘significantly’ undervalued, but noted it would continue to engage with interested parties at ‘appropriate’ valuations,” Hedberg said.\nAccording to the RBC analyst, this potential deal is a good move on Autodesk’s part. “We believe a combination makes sense supported by several potential synergies, and that Autodesk could likely deleverage quickly… we see the initial offer as attractive/fair,” Hedberg said.\nWhat are these possible synergies? A deeper mid-market focus as Altium (ECAD) could be a complement to Fusion (MCAD), in Hedberg’s opinion, could “represent a combined offering that could accelerate growth and margin expansion of the combined company.” The analyst argues that the new entity would be well-positioned up market.\nHedberg also points to the increase in horizontal opportunities as Altium shifts to the cloud and leverage through one cloud data repository as other potential synergies.\nAs for the likelihood that the deal will ultimately be completed, Hedberg thinks it “comes down to either what Altium shareholders want, and/or a higher price given Altium’s board’s posture.”\nHe added, “According to our math, the offer implies ~3.4x LTM proforma net debt/EBITDA, which could be pushing the limit of what the Autodesk board would do to retain their credit status. That said, we believe Autodesk is in front of significant free cash flow generation ($2.3 billion in FY/23 per RBCe), which could enable a higher debt-load/price assuming rapid deleveraging.”\nAmong the top 115 best-performing analysts tracked by TipRanks, Hedberg has delivered a 68% success rate and 27% average return per rating.\nSeagate Technology\nOn account of strong broad-based demand in the mass capacity market and distribution channel,Seagate Technology just bumped up its guidance for revenue and earnings in the fiscal fourth quarter of 2021.\nAnalyst Kevin Cassidy of Rosenblatt Securities is even more optimistic about the data storage products provider. To this end, the top analyst increased the price target from $95 to $110 in addition to reiterating a Buy rating. Based on current levels, this price target indicates 11% upside potential.\nManagement now expects revenue to come in at around $2.95 billion at the midpoint, up from the original guidance of $2.85 billion. Additionally, the forecast for non-GAAP earnings per share, which was previously pegged at $1.60 at the midpoint, was lifted to $1.85.\nWeighing in on the improved outlook, Cassidy said, “Upside in mass capacity production and unforecasted demand from Chia cryptocurrency networks likely absorbing distribution channel inventory… We believe the company is benefiting from the need for storage as management discussed during our Age of AI Scaling Conference held last week.”\nWith this in mind, Cassidy is now calling for fiscal year 2021 revenue and earnings per share of $10.62 billion and $5.55, respectively, up from $10.52 billion and $5.29. As for fiscal year 2022, he increased his revenue forecast from $10.85 billion to $11.45 billion.\n“Following management’s upward revision to the June quarter guidance and CFO Gianluca Romano’s comments around increasing prices and utilization, we are further convinced that Seagate is well positioned to grow revenue, expand gross margin and profitability over the next several quarters. Importantly, Seagate’s board of directors has targeted 70%-plus of free cash flow as capital returns,” Cassidy said.\nTo support his #106 ranking, Cassidy has achieved a 71% success rate and 26.5% average return per rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185626902,"gmtCreate":1623647041106,"gmtModify":1704207777991,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185626902","repostId":"1139389326","repostType":4,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185623093,"gmtCreate":1623646903312,"gmtModify":1704207773065,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"Ghkfdf","listText":"Ghkfdf","text":"Ghkfdf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185623093","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
