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EstelleaT
2021-06-01
$Shanghai International Airport Co.,Ltd.(600009)$
Go go
EstelleaT
2021-05-21
Good deal
EstelleaT
2021-05-21
$Shanghai International Airport Co.,Ltd.(600009)$
Up up
EstelleaT
2021-05-11
$Shanghai International Airport Co.,Ltd.(600009)$
buy buy buy
EstelleaT
2021-05-11
Undervalue stock
EstelleaT
2021-05-05
Tesla
EstelleaT
2021-05-04
Undervalued
EstelleaT
2021-05-03
Good stock
EstelleaT
2021-04-22
$Walt Disney(DIS)$
yay
EstelleaT
2021-04-21
Good company
2 Tech Stocks That Cathie Wood's ARK Invest Is Buying
EstelleaT
2021-04-19
Wow[Cool]
7 Earnings Reports to Watch This Week
EstelleaT
2021-04-19
[Miser] [Miser]
7 Earnings Reports to Watch This Week
EstelleaT
2021-04-15
Ok
Why This Little-Known ETF Will Outperform ARKK
Go to Tiger App to see more news
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Disney(DIS)$yay","images":[{"img":"https://static.tigerbbs.com/0964f8e5983d589bd91f356febf53716","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376871095","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":378827391,"gmtCreate":1619016985313,"gmtModify":1704718408482,"author":{"id":"3581566234264416","authorId":"3581566234264416","name":"EstelleaT","avatar":"https://static.tigerbbs.com/626554df79228662244f85ac14647d88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581566234264416","authorIdStr":"3581566234264416"},"themes":[],"htmlText":"Good company","listText":"Good company","text":"Good company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378827391","repostId":"2129073871","repostType":4,"repost":{"id":"2129073871","kind":"highlight","pubTimestamp":1619016321,"share":"https://ttm.financial/m/news/2129073871?lang=&edition=fundamental","pubTime":"2021-04-21 22:45","market":"us","language":"en","title":"2 Tech Stocks That Cathie Wood's ARK Invest Is Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2129073871","media":"Motley Fool","summary":"These stocks could help investors beat the market.","content":"<p>ARK Invest is far from the biggest investment firm on Wall Street, with just $37.6 billion in managed assets spread across 244 holdings as of Dec. 31, 2020. Even so, CEO Cathie Wood is gaining a reputation as <a href=\"https://laohu8.com/S/AONE\">one</a> of Wall Street's best stock pickers. Her company's most popular product -- the <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> </b>(NYSEMKT:ARKK) -- has significantly outperformed the broader market over the last five years, surging 540%.</p>\n<p>Recently, ARK has been purchasing shares of <b>Palantir Technologies</b> (NYSE:PLTR) and <b>Twilio</b> (NYSE:TWLO) for its flagship ETF. Given ARK's track record, investors might want to consider these stocks for their own portfolios. Let's take a closer look at these two stocks that Cathie Wood's team has shown so much investing interest in.</p>\n<h2>1. Palantir: Big data analytics</h2>\n<p>Palantir serves both government and commercial clients, providing software that helps organizations manage, integrate, and analyze massive amounts of data. It also focuses on protecting privacy, and its solutions allow clients to monitor and control access to information.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37e069515a731ebbf1de034332d7865e\" tg-width=\"700\" tg-height=\"428\"><span>Image source: Getty Images.</span></p>\n<p>As a practical example, aircraft manufacturer <b>Airbus</b> uses Palantir's Foundry software to track 5 million parts and coordinate the engineering efforts of hundreds of teams spread across eight factories in four different countries.</p>\n<p>Likewise, in the government sector, the U.S. Army uses Palantir's Gotham software to manage over 1 million military personnel, identify patterns in datasets, and make informed decisions that may be the difference between life and death.</p>\n<p>One of Palantir's key advantages is the environment-agnostic nature of its software. Its platforms can be deployed in any public or private cloud, including classified government networks. And the company's continuous delivery system, Palantir Apollo, performs automatic updates with no downtime, ensuring clients always have access to cutting-edge capabilities.</p>\n<p>Apollo also allows Palantir's software-as-a-service (SaaS) to function in places where other SaaS company's can't operate. For instance, its software can run on disconnected laptops in a Humvee, on servers in the hull of a submarine, and in aircraft flying at 30,000 feet. This gives the company a big advantage over its rivals.</p>\n<p>Palantir ended last year with 139 customers across 40 industries. Notably, the average revenue per customer jumped from $5.2 million in 2018 to $7.9 million in 2020. That has powered strong top-line growth.</p>\n<table>\n <thead>\n <tr>\n <th><p>Metric</p></th>\n <th><p>2018</p></th>\n <th><p>2020</p></th>\n <th><p>Change</p></th>\n </tr>\n </thead>\n <tbody>\n <tr>\n <td width=\"156\"><p>Revenue</p></td>\n <td width=\"156\"><p>$595 million</p></td>\n <td width=\"156\"><p>$1.1 billion</p></td>\n <td width=\"156\"><p>36%</p></td>\n </tr>\n </tbody>\n</table>\n<p>Data source: Palantir SEC filings.</p>\n<p>Despite the company's controversial past, the future looks promising for Palantir. As the world becomes increasingly digital, enterprises are creating more data at a phenomenal pace. In order to carve out a competitive edge, they need a way to manage and make sense of that data. And Palantir's software looks like a perfect fit.</p>\n<h2>2. Twilio: Customer engagement</h2>\n<p>Twilio's communications platform simplifies software development, allowing clients to easily build apps that incorporate features like voice, text, video, and email. This makes it possible to send shipping notifications and appointment reminders, provide chat support to consumers, enable video conferencing with clients, and implement two-factor authentication, among many other use cases.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F621946%2Ftwilio-1.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"474\"><span>Image source: Twilio</span></p>\n<p>In addition to these building blocks, Twilio also provides more complete solutions. For example, Twilio <a href=\"https://laohu8.com/S/FRO\">Frontline</a> is a mobile application that launched during the pandemic. It enables employees to connect with and assist customers regardless of whether they are in an office or working remotely.</p>\n<p>Altogether, Twilio's communications platform powers over 1 trillion human interactions each year. That impressive statistic has translated into strong growth for this company.</p>\n<table>\n <thead>\n <tr>\n <th><p>Metric</p></th>\n <th><p>2018</p></th>\n <th><p>2020</p></th>\n <th><p>CAGR</p></th>\n </tr>\n </thead>\n <tbody>\n <tr>\n <td width=\"156\"><p>Revenue</p></td>\n <td width=\"156\"><p>$650 million</p></td>\n <td width=\"156\"><p>$1.8 billion</p></td>\n <td width=\"156\"><p>65%</p></td>\n </tr>\n </tbody>\n</table>\n<p>Data source: Twilio SEC filings. CAGR = compound annual growth rate.</p>\n<p>Notably, Twilio is not currently profitable. The company posted net income losses of $179 million in 2020 due to substantial investments in sales and marketing, as well as research and development.</p>\n<p>I think this strategy makes sense, though. Twilio had a $79 billion market opportunity in 2020, according to management, and that figure should continue to grow in the years ahead. It's important for Twilio to grab as much of that market as possible right now, meaning the company needs to focus its resources on growth.</p>\n<p>As its business continues to scale, operational expenses should shrink on a relative basis. That should eventually lead Twilio to profitability. And with a gross margin of 52% in 2020, Twilio is poised to be a very profitable company. However, investors should monitor revenue growth to make sure Twilio is on the right track.</p>\n<p>As a final thought, enterprises were forced to find new ways to interact with consumers during the pandemic. Not surprisingly, Twilio's platform saw increased adoption last year, and that trend is unlikely to reverse. In a recent survey, Twilio found that 95% (of 2,500 enterprises) plan to maintain or increase their investment in digital customer engagement post-pandemic. That should power continued growth for this tech company in the years ahead.</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>2 Tech Stocks That Cathie Wood's ARK Invest Is Buying</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\">\n2 Tech Stocks That Cathie Wood's ARK Invest Is Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 22:45 GMT+8 <a href=https://www.fool.com/investing/2021/04/21/2-tech-stocks-that-cathie-woods-ark-invest-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK Invest is far from the biggest investment firm on Wall Street, with just $37.6 billion in managed assets spread across 244 holdings as of Dec. 31, 2020. Even so, CEO Cathie Wood is gaining a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/21/2-tech-stocks-that-cathie-woods-ark-invest-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","PLTR":"Palantir Technologies Inc.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/04/21/2-tech-stocks-that-cathie-woods-ark-invest-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129073871","content_text":"ARK Invest is far from the biggest investment firm on Wall Street, with just $37.6 billion in managed assets spread across 244 holdings as of Dec. 31, 2020. Even so, CEO Cathie Wood is gaining a reputation as one of Wall Street's best stock pickers. Her company's most popular product -- the ARK Innovation ETF (NYSEMKT:ARKK) -- has significantly outperformed the broader market over the last five years, surging 540%.\nRecently, ARK has been purchasing shares of Palantir Technologies (NYSE:PLTR) and Twilio (NYSE:TWLO) for its flagship ETF. Given ARK's track record, investors might want to consider these stocks for their own portfolios. Let's take a closer look at these two stocks that Cathie Wood's team has shown so much investing interest in.\n1. Palantir: Big data analytics\nPalantir serves both government and commercial clients, providing software that helps organizations manage, integrate, and analyze massive amounts of data. It also focuses on protecting privacy, and its solutions allow clients to monitor and control access to information.\nImage source: Getty Images.\nAs a practical example, aircraft manufacturer Airbus uses Palantir's Foundry software to track 5 million parts and coordinate the engineering efforts of hundreds of teams spread across eight factories in four different countries.\nLikewise, in the government sector, the U.S. Army uses Palantir's Gotham software to manage over 1 million military personnel, identify patterns in datasets, and make informed decisions that may be the difference between life and death.\nOne of Palantir's key advantages is the environment-agnostic nature of its software. Its platforms can be deployed in any public or private cloud, including classified government networks. And the company's continuous delivery system, Palantir Apollo, performs automatic updates with no downtime, ensuring clients always have access to cutting-edge capabilities.\nApollo also allows Palantir's software-as-a-service (SaaS) to function in places where other SaaS company's can't operate. For instance, its software can run on disconnected laptops in a Humvee, on servers in the hull of a submarine, and in aircraft flying at 30,000 feet. This gives the company a big advantage over its rivals.\nPalantir ended last year with 139 customers across 40 industries. Notably, the average revenue per customer jumped from $5.2 million in 2018 to $7.9 million in 2020. That has powered strong top-line growth.\n\n\n\nMetric\n2018\n2020\nChange\n\n\n\n\nRevenue\n$595 million\n$1.1 billion\n36%\n\n\n\nData source: Palantir SEC filings.\nDespite the company's controversial past, the future looks promising for Palantir. As the world becomes increasingly digital, enterprises are creating more data at a phenomenal pace. In order to carve out a competitive edge, they need a way to manage and make sense of that data. And Palantir's software looks like a perfect fit.\n2. Twilio: Customer engagement\nTwilio's communications platform simplifies software development, allowing clients to easily build apps that incorporate features like voice, text, video, and email. This makes it possible to send shipping notifications and appointment reminders, provide chat support to consumers, enable video conferencing with clients, and implement two-factor authentication, among many other use cases.\nImage source: Twilio\nIn addition to these building blocks, Twilio also provides more complete solutions. For example, Twilio Frontline is a mobile application that launched during the pandemic. It enables employees to connect with and assist customers regardless of whether they are in an office or working remotely.\nAltogether, Twilio's communications platform powers over 1 trillion human interactions each year. That impressive statistic has translated into strong growth for this company.\n\n\n\nMetric\n2018\n2020\nCAGR\n\n\n\n\nRevenue\n$650 million\n$1.8 billion\n65%\n\n\n\nData source: Twilio SEC filings. CAGR = compound annual growth rate.\nNotably, Twilio is not currently profitable. The company posted net income losses of $179 million in 2020 due to substantial investments in sales and marketing, as well as research and development.\nI think this strategy makes sense, though. Twilio had a $79 billion market opportunity in 2020, according to management, and that figure should continue to grow in the years ahead. It's important for Twilio to grab as much of that market as possible right now, meaning the company needs to focus its resources on growth.\nAs its business continues to scale, operational expenses should shrink on a relative basis. That should eventually lead Twilio to profitability. And with a gross margin of 52% in 2020, Twilio is poised to be a very profitable company. However, investors should monitor revenue growth to make sure Twilio is on the right track.\nAs a final thought, enterprises were forced to find new ways to interact with consumers during the pandemic. Not surprisingly, Twilio's platform saw increased adoption last year, and that trend is unlikely to reverse. In a recent survey, Twilio found that 95% (of 2,500 enterprises) plan to maintain or increase their investment in digital customer engagement post-pandemic. That should power continued growth for this tech company in the years ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373299614,"gmtCreate":1618846494538,"gmtModify":1704715864260,"author":{"id":"3581566234264416","authorId":"3581566234264416","name":"EstelleaT","avatar":"https://static.tigerbbs.com/626554df79228662244f85ac14647d88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581566234264416","authorIdStr":"3581566234264416"},"themes":[],"htmlText":"Wow[Cool] ","listText":"Wow[Cool] ","text":"Wow[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373299614","repostId":"1114523776","repostType":4,"repost":{"id":"1114523776","kind":"news","pubTimestamp":1618801660,"share":"https://ttm.financial/m/news/1114523776?lang=&edition=fundamental","pubTime":"2021-04-19 11:07","market":"us","language":"en","title":"7 Earnings Reports to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1114523776","media":"InvestorPlace","summary":"Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a","content":"<blockquote><b>Here are the big earnings reports for investors to monitor.</b></blockquote><p>Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.</p><p>It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.</p><p>At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a slew of strong reports. The economy is in better shape than might be expected at this point. Despite selloffs in a few ‘hot’ sectors, and another brief bout of interest rate worries, investor sentiment too remains positive.</p><p>Basically, corporate earnings just need to keep the party going. That’s particularly true over the next few weeks, as the earnings calendar features some of the world’s largest companies across the market’s biggest and most important sectors. They’re the kind of companies whose reports can move entire sectors — and, in a few cases, perhaps the entire market.</p><p>For the next few weeks, earnings reports will take center stage. For this week, these are the seven earnings reports to watch:</p><ul><li><b>Coca-Cola</b>(NYSE:<b><u>KO</u></b>)</li><li><b>IBM</b>(NYSE:<b><u>IBM</u></b>)</li><li><b>Johnson & Johnson</b>(NYSE:<b><u>JNJ</u></b>)</li><li><b>Procter & Gamble</b>(NYSE:<b><u>PG</u></b>)</li><li><b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>)</li><li><b>AT&T</b>(NYSE:<b><u>T</u></b>)</li><li><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>)</li></ul><p>Now, let’s dive in and take a closer look at each one.</p><p><b>Earnings Reports to Watch: Coca-Cola (KO)</b></p><p><b>Earnings Report Date</b>: Monday, April 19, before market open</p><p>In an uncertain environment, the broad reach of the world’s largest beverage company makes earnings this week important for almost every investor.</p><p>After all, both of the company’s channels are in uncharted waters. In supermarkets, the question is how food and beverage companies will fare against the enormously difficult comparisons of last year’s first quarter, and March specifically. In takeaway, the return to normalcy no doubt is providing some help — but how much?</p><p>Coke earnings should give some color on both sides of the business — and not just for Coke, but its rivals and peers.</p><p>It’s an important release for Coca-Cola itself. KO stock still hasn’t clawed back all of the losses it suffered in February and March of last year. Shares in fact are more than 10% off their all-time highs.</p><p>That creates an obvious opportunity. A Coca-Cola that is back to normal should lead to a KO stock that too is back to normal. Add in a dividend yield over 3% and investors would see double-digit returns. If Coca-Cola convinces investors that normalcy is just around the corner, those returns may arrive relatively quickly.</p><p><b>IBM (IBM)</b></p><p><b>Earnings Report Date</b>: Monday, April 19, after market close</p><p>Every earnings report is key for IBM. The company is in the midst of a multi-year turnaround which still hasn’t gained real traction.</p><p>Shares still are down more than one-third from 2013 highs in a market where tech stocks have soared. IBM saw revenue decline for22-consecutive quartersbefore breaking the streak in the fourth quarter of 2017. The top lineturned south againbefore the acquisition of<b>Red Hat</b>added inorganic growth.</p><p>But now Red Hat should be integrated, and bulls see IBM’s cloud business as a potential growth driver. That optimism was enough to push IBM stock to a 52-week high late last month before a recent, modest pullback.</p><p>After the really, expectations certainly aren’t sky-high, but the market no doubt is expecting progress. Anything less, and the “same old IBM” narrative likely follows earnings this week. It’s hard to see how that narrative leads to another round of new highs.</p><p><b>Earnings Reports to Watch: Johnson & Johnson (JNJ)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, before market open</p><p>The market quickly looked pastthe pause in J&J’s Covid-19 vaccineannounced last week. After opening down 3% on Tuesday morning, JNJ stock now is essentially flat for the week.</p><p>There no doubt will be some analyst questions on the first quarter conference call about the vaccine. But investor attention likely will focus on the rest of the business, given J&Jisn’t making much profiton the vaccine.</p><p>And there are real questions to be answered. J&J’s medical device business struggled in 2020, with revenue down more than 10% amid lower elective surgeries. A rebound there could signal a bottom and lift other stocks with similar exposure. The same is true for the skin health and beauty businesses within J&J’s consumer products segment.</p><p>And of course the pharmaceutical remains J&J’s largest, at about 60% of revenue. Products like Stelara and Remicade are far more important to the company’s bottom line than is the Covid-19 vaccine.</p><p>With normalcy returning here in 2021, J&J does seem set up for a good quarter. And that could boost optimism toward a long-term casethat remains attractive.</p><p><b>Procter & Gamble (PG)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, before market open</p><p>CPG (consumer packaged goods) companies like P&G were early and obvious winners from the pandemic. A surge in supermarket revenue and consumer stockpiling led to unusually high growth.</p><p>But normalcy is returning — which isn’t necessarily great news for P&G and its industry. Toilet paper sales, for instance,have plunged this yearas many consumers still are working through purchases made last year.</p><p>Those trends set up a big fiscal third quarter release for P&G on Tuesday morning. PG stock has rallied in recent weeks after fading to an eight-month low in early March. A 23x forward price-to-earnings multiple is well above recent levels. And Q3 is the first of several quarters in which the company will face difficult, pandemic-driven, year-prior comparisons.</p><p>Particularly with PG up about 12% in six weeks, Q3 results need to be strong ahead of more difficult compares in fiscal Q4 and fiscal Q1. If they’re not, PG stock could stumble after the release — and bring other CPG stocks with it.</p><p><b>Earnings Reports to Watch: Netflix (NFLX)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, after market close</p><p>Netflix too seems like an obvious pandemic winner. Early on, NFLX stock was treated as such, as it rallied quickly off March 2020 lows and touched an all-time high in early July.</p><p>Since then, however, NFLX has been stuck. One obvious reason why is that investor attention has turned to other streaming plays such as<b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>) and direct Netflix competitors<b>Disney</b>(NYSE:<b><u>DIS</u></b>) and<b>ViacomCBS</b>(NASDAQ:<b><u>VIAC</u></b>,NASDAQ:<b><u>VIACA</u></b>).</p><p>But earnings haven’t necessarily helped, either. NFLX stock did jump after January’s Q4 report despite a bottom-line miss, but the gains receded in a matter of weeks. Subscriber growthslowed in Q3, which the company attributed to the spike in sign-ups amid the pandemic.</p><p>With normalcy returning, earnings this week can set the 2021 narrative. A blowout quarter in the face of so much new competition establishes Netflix as the king of streaming, with other services simply fighting for second place. Any weakness, particularly in the subscriber count, might suggest that those new platforms are pulling Netflix subscribers away.</p><p>With the forward earnings multiple down to a more reasonable 43x, NFLX stock is cheap enough to break out if its dominance appears assured. And with incremental margins from additional subscribers driving the expected profit growth, it’s expensive enough to plunge if top-line momentum slows. This looks like a big quarter for NFLX stock — and big enough to move other streaming names as well.</p><p><b>AT&T (T)</b></p><p><b>Earnings Report Date</b>: Thursday, April 22, before market open</p><p>One of those new Netflix competitors, of course, is AT&T. The telecommunications giant launched its HBO Max streaming service in May. Despiteclearing 60 million worldwide subscribersby the end of last year, HBO Max hasn’t done much for T stock.</p><p>Of course, nothing has done much for the stock, which actually is down 2% over the past decade. Investors have received a generally healthy dividend, which now yields 7%. But in terms of share price appreciation, AT&T stock has been the definition of ‘dead money’.</p><p>Something needs to change. It’s hard to see what that will be. HBO Max’s growth has been impressive, but the streaming business is cannibalizing revenue from DIRECTV as well as WarnerMedia’s TNT and TBS cable channels. In wireless, AT&T continues to lose share to<b>Verizon Communications</b>(NYSE:<b><u>VZ</u></b>), which reports on Wednesday morning, and a now-larger<b>T-Mobile</b>(NASDAQ:<b><u>TMUS</u></b>).</p><p>Simply put, beyond the dividend yield AT&T hasn’t given investors a good reason to own T stock. It needs to start doing so, and Thursday morning would be a fine time to start. AT&T needs to print sustainable growth either in wireless or in WarnerMedia as a whole. Of course, as the last few years show, that’s easier said than done.</p><p><b>Earnings Reports to Watch: Intel (INTC)</b></p><p><b>Earnings Report Date</b>: Thursday, April 22, after market close</p><p>Earnings this week look absolutely crucial for Intel. INTC plunged after back-to-back earnings reports last year amidyet another stumblein its move to the 7nm node. News in December that<b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) and<b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) weredeveloping their own chipsended a relief rally and sent the stock back to the lows.</p><p>Yet earlier this month INTC threatened its highest level since a brief 2000 peak amid the dot-com bubble. A better-than-expected Q4 release in January certainly helped. But the chip shortage has proved a catalyst as well. In this environment, Intel’s owned manufacturing capacity gives it an edge over ‘fabless’ rivals<b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>) and<b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>).</p><p>In other words, Intel has gotten a reprieve. It’s an advantage the company absolutely must take advantage of. With INTC still trading at 14x forward earnings, the stock is cheap enough that the rally can continue if Intel doesn’t give investors a reason to sell.</p><p>That might seem like a low bar to clear — but Intel’s recent history suggests otherwise.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Earnings Reports to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Earnings Reports to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 11:07 GMT+8 <a href=https://investorplace.com/earnings-reports-to-watch-next-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch ...</p>\n\n<a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","KO":"可口可乐","T":"美国电话电报","PG":"宝洁","INTC":"英特尔","NFLX":"奈飞","IBM":"IBM"},"source_url":"https://investorplace.com/earnings-reports-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114523776","content_text":"Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a slew of strong reports. The economy is in better shape than might be expected at this point. Despite selloffs in a few ‘hot’ sectors, and another brief bout of interest rate worries, investor sentiment too remains positive.Basically, corporate earnings just need to keep the party going. That’s particularly true over the next few weeks, as the earnings calendar features some of the world’s largest companies across the market’s biggest and most important sectors. They’re the kind of companies whose reports can move entire sectors — and, in a few cases, perhaps the entire market.For the next few weeks, earnings reports will take center stage. For this week, these are the seven earnings reports to watch:Coca-Cola(NYSE:KO)IBM(NYSE:IBM)Johnson & Johnson(NYSE:JNJ)Procter & Gamble(NYSE:PG)Netflix(NASDAQ:NFLX)AT&T(NYSE:T)Intel(NASDAQ:INTC)Now, let’s dive in and take a closer look at each one.Earnings Reports to Watch: Coca-Cola (KO)Earnings Report Date: Monday, April 19, before market openIn an uncertain environment, the broad reach of the world’s largest beverage company makes earnings this week important for almost every investor.After all, both of the company’s channels are in uncharted waters. In supermarkets, the question is how food and beverage companies will fare against the enormously difficult comparisons of last year’s first quarter, and March specifically. In takeaway, the return to normalcy no doubt is providing some help — but how much?Coke earnings should give some color on both sides of the business — and not just for Coke, but its rivals and peers.It’s an important release for Coca-Cola itself. KO stock still hasn’t clawed back all of the losses it suffered in February and March of last year. Shares in fact are more than 10% off their all-time highs.That creates an obvious opportunity. A Coca-Cola that is back to normal should lead to a KO stock that too is back to normal. Add in a dividend yield over 3% and investors would see double-digit returns. If Coca-Cola convinces investors that normalcy is just around the corner, those returns may arrive relatively quickly.IBM (IBM)Earnings Report Date: Monday, April 19, after market closeEvery earnings report is key for IBM. The company is in the midst of a multi-year turnaround which still hasn’t gained real traction.Shares still are down more than one-third from 2013 highs in a market where tech stocks have soared. IBM saw revenue decline for22-consecutive quartersbefore breaking the streak in the fourth quarter of 2017. The top lineturned south againbefore the acquisition ofRed Hatadded inorganic growth.But now Red Hat should be integrated, and bulls see IBM’s cloud business as a potential growth driver. That optimism was enough to push IBM stock to a 52-week high late last month before a recent, modest pullback.After the really, expectations certainly aren’t sky-high, but the market no doubt is expecting progress. Anything less, and the “same old IBM” narrative likely follows earnings this week. It’s hard to see how that narrative leads to another round of new highs.Earnings Reports to Watch: Johnson & Johnson (JNJ)Earnings Report Date: Tuesday, April 20, before market openThe market quickly looked pastthe pause in J&J’s Covid-19 vaccineannounced last week. After opening down 3% on Tuesday morning, JNJ stock now is essentially flat for the week.There no doubt will be some analyst questions on the first quarter conference call about the vaccine. But investor attention likely will focus on the rest of the business, given J&Jisn’t making much profiton the vaccine.And there are real questions to be answered. J&J’s medical device business struggled in 2020, with revenue down more than 10% amid lower elective surgeries. A rebound there could signal a bottom and lift other stocks with similar exposure. The same is true for the skin health and beauty businesses within J&J’s consumer products segment.And of course the pharmaceutical remains J&J’s largest, at about 60% of revenue. Products like Stelara and Remicade are far more important to the company’s bottom line than is the Covid-19 vaccine.With normalcy returning here in 2021, J&J does seem set up for a good quarter. And that could boost optimism toward a long-term casethat remains attractive.Procter & Gamble (PG)Earnings Report Date: Tuesday, April 20, before market openCPG (consumer packaged goods) companies like P&G were early and obvious winners from the pandemic. A surge in supermarket revenue and consumer stockpiling led to unusually high growth.But normalcy is returning — which isn’t necessarily great news for P&G and its industry. Toilet paper sales, for instance,have plunged this yearas many consumers still are working through purchases made last year.Those trends set up a big fiscal third quarter release for P&G on Tuesday morning. PG stock has rallied in recent weeks after fading to an eight-month low in early March. A 23x forward price-to-earnings multiple is well above recent levels. And Q3 is the first of several quarters in which the company will face difficult, pandemic-driven, year-prior comparisons.Particularly with PG up about 12% in six weeks, Q3 results need to be strong ahead of more difficult compares in fiscal Q4 and fiscal Q1. If they’re not, PG stock could stumble after the release — and bring other CPG stocks with it.Earnings Reports to Watch: Netflix (NFLX)Earnings Report Date: Tuesday, April 20, after market closeNetflix too seems like an obvious pandemic winner. Early on, NFLX stock was treated as such, as it rallied quickly off March 2020 lows and touched an all-time high in early July.Since then, however, NFLX has been stuck. One obvious reason why is that investor attention has turned to other streaming plays such asRoku(NASDAQ:ROKU) and direct Netflix competitorsDisney(NYSE:DIS) andViacomCBS(NASDAQ:VIAC,NASDAQ:VIACA).But earnings haven’t necessarily helped, either. NFLX stock did jump after January’s Q4 report despite a bottom-line miss, but the gains receded in a matter of weeks. Subscriber growthslowed in Q3, which the company attributed to the spike in sign-ups amid the pandemic.With normalcy returning, earnings this week can set the 2021 narrative. A blowout quarter in the face of so much new competition establishes Netflix as the king of streaming, with other services simply fighting for second place. Any weakness, particularly in the subscriber count, might suggest that those new platforms are pulling Netflix subscribers away.With the forward earnings multiple down to a more reasonable 43x, NFLX stock is cheap enough to break out if its dominance appears assured. And with incremental margins from additional subscribers driving the expected profit growth, it’s expensive enough to plunge if top-line momentum slows. This looks like a big quarter for NFLX stock — and big enough to move other streaming names as well.AT&T (T)Earnings Report Date: Thursday, April 22, before market openOne of those new Netflix competitors, of course, is AT&T. The telecommunications giant launched its HBO Max streaming service in May. Despiteclearing 60 million worldwide subscribersby the end of last year, HBO Max hasn’t done much for T stock.Of course, nothing has done much for the stock, which actually is down 2% over the past decade. Investors have received a generally healthy dividend, which now yields 7%. But in terms of share price appreciation, AT&T stock has been the definition of ‘dead money’.Something needs to change. It’s hard to see what that will be. HBO Max’s growth has been impressive, but the streaming business is cannibalizing revenue from DIRECTV as well as WarnerMedia’s TNT and TBS cable channels. In wireless, AT&T continues to lose share toVerizon Communications(NYSE:VZ), which reports on Wednesday morning, and a now-largerT-Mobile(NASDAQ:TMUS).Simply put, beyond the dividend yield AT&T hasn’t given investors a good reason to own T stock. It needs to start doing so, and Thursday morning would be a fine time to start. AT&T needs to print sustainable growth either in wireless or in WarnerMedia as a whole. Of course, as the last few years show, that’s easier said than done.Earnings Reports to Watch: Intel (INTC)Earnings Report Date: Thursday, April 22, after market closeEarnings this week look absolutely crucial for Intel. INTC plunged after back-to-back earnings reports last year amidyet another stumblein its move to the 7nm node. News in December thatApple(NASDAQ:AAPL) andMicrosoft(NASDAQ:MSFT) weredeveloping their own chipsended a relief rally and sent the stock back to the lows.Yet earlier this month INTC threatened its highest level since a brief 2000 peak amid the dot-com bubble. A better-than-expected Q4 release in January certainly helped. But the chip shortage has proved a catalyst as well. In this environment, Intel’s owned manufacturing capacity gives it an edge over ‘fabless’ rivalsAdvanced Micro Devices(NASDAQ:AMD) andNvidia(NASDAQ:NVDA).In other words, Intel has gotten a reprieve. It’s an advantage the company absolutely must take advantage of. With INTC still trading at 14x forward earnings, the stock is cheap enough that the rally can continue if Intel doesn’t give investors a reason to sell.That might seem like a low bar to clear — but Intel’s recent history suggests otherwise.","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373612566,"gmtCreate":1618842426355,"gmtModify":1704715759372,"author":{"id":"3581566234264416","authorId":"3581566234264416","name":"EstelleaT","avatar":"https://static.tigerbbs.com/626554df79228662244f85ac14647d88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581566234264416","authorIdStr":"3581566234264416"},"themes":[],"htmlText":"[Miser] [Miser] ","listText":"[Miser] [Miser] ","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373612566","repostId":"1114523776","repostType":4,"repost":{"id":"1114523776","kind":"news","pubTimestamp":1618801660,"share":"https://ttm.financial/m/news/1114523776?lang=&edition=fundamental","pubTime":"2021-04-19 11:07","market":"us","language":"en","title":"7 Earnings Reports to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1114523776","media":"InvestorPlace","summary":"Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a","content":"<blockquote><b>Here are the big earnings reports for investors to monitor.</b></blockquote><p>Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.</p><p>It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.</p><p>At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a slew of strong reports. The economy is in better shape than might be expected at this point. Despite selloffs in a few ‘hot’ sectors, and another brief bout of interest rate worries, investor sentiment too remains positive.</p><p>Basically, corporate earnings just need to keep the party going. That’s particularly true over the next few weeks, as the earnings calendar features some of the world’s largest companies across the market’s biggest and most important sectors. They’re the kind of companies whose reports can move entire sectors — and, in a few cases, perhaps the entire market.</p><p>For the next few weeks, earnings reports will take center stage. For this week, these are the seven earnings reports to watch:</p><ul><li><b>Coca-Cola</b>(NYSE:<b><u>KO</u></b>)</li><li><b>IBM</b>(NYSE:<b><u>IBM</u></b>)</li><li><b>Johnson & Johnson</b>(NYSE:<b><u>JNJ</u></b>)</li><li><b>Procter & Gamble</b>(NYSE:<b><u>PG</u></b>)</li><li><b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>)</li><li><b>AT&T</b>(NYSE:<b><u>T</u></b>)</li><li><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>)</li></ul><p>Now, let’s dive in and take a closer look at each one.</p><p><b>Earnings Reports to Watch: Coca-Cola (KO)</b></p><p><b>Earnings Report Date</b>: Monday, April 19, before market open</p><p>In an uncertain environment, the broad reach of the world’s largest beverage company makes earnings this week important for almost every investor.</p><p>After all, both of the company’s channels are in uncharted waters. In supermarkets, the question is how food and beverage companies will fare against the enormously difficult comparisons of last year’s first quarter, and March specifically. In takeaway, the return to normalcy no doubt is providing some help — but how much?</p><p>Coke earnings should give some color on both sides of the business — and not just for Coke, but its rivals and peers.</p><p>It’s an important release for Coca-Cola itself. KO stock still hasn’t clawed back all of the losses it suffered in February and March of last year. Shares in fact are more than 10% off their all-time highs.</p><p>That creates an obvious opportunity. A Coca-Cola that is back to normal should lead to a KO stock that too is back to normal. Add in a dividend yield over 3% and investors would see double-digit returns. If Coca-Cola convinces investors that normalcy is just around the corner, those returns may arrive relatively quickly.</p><p><b>IBM (IBM)</b></p><p><b>Earnings Report Date</b>: Monday, April 19, after market close</p><p>Every earnings report is key for IBM. The company is in the midst of a multi-year turnaround which still hasn’t gained real traction.</p><p>Shares still are down more than one-third from 2013 highs in a market where tech stocks have soared. IBM saw revenue decline for22-consecutive quartersbefore breaking the streak in the fourth quarter of 2017. The top lineturned south againbefore the acquisition of<b>Red Hat</b>added inorganic growth.</p><p>But now Red Hat should be integrated, and bulls see IBM’s cloud business as a potential growth driver. That optimism was enough to push IBM stock to a 52-week high late last month before a recent, modest pullback.</p><p>After the really, expectations certainly aren’t sky-high, but the market no doubt is expecting progress. Anything less, and the “same old IBM” narrative likely follows earnings this week. It’s hard to see how that narrative leads to another round of new highs.</p><p><b>Earnings Reports to Watch: Johnson & Johnson (JNJ)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, before market open</p><p>The market quickly looked pastthe pause in J&J’s Covid-19 vaccineannounced last week. After opening down 3% on Tuesday morning, JNJ stock now is essentially flat for the week.</p><p>There no doubt will be some analyst questions on the first quarter conference call about the vaccine. But investor attention likely will focus on the rest of the business, given J&Jisn’t making much profiton the vaccine.</p><p>And there are real questions to be answered. J&J’s medical device business struggled in 2020, with revenue down more than 10% amid lower elective surgeries. A rebound there could signal a bottom and lift other stocks with similar exposure. The same is true for the skin health and beauty businesses within J&J’s consumer products segment.</p><p>And of course the pharmaceutical remains J&J’s largest, at about 60% of revenue. Products like Stelara and Remicade are far more important to the company’s bottom line than is the Covid-19 vaccine.</p><p>With normalcy returning here in 2021, J&J does seem set up for a good quarter. And that could boost optimism toward a long-term casethat remains attractive.</p><p><b>Procter & Gamble (PG)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, before market open</p><p>CPG (consumer packaged goods) companies like P&G were early and obvious winners from the pandemic. A surge in supermarket revenue and consumer stockpiling led to unusually high growth.</p><p>But normalcy is returning — which isn’t necessarily great news for P&G and its industry. Toilet paper sales, for instance,have plunged this yearas many consumers still are working through purchases made last year.</p><p>Those trends set up a big fiscal third quarter release for P&G on Tuesday morning. PG stock has rallied in recent weeks after fading to an eight-month low in early March. A 23x forward price-to-earnings multiple is well above recent levels. And Q3 is the first of several quarters in which the company will face difficult, pandemic-driven, year-prior comparisons.</p><p>Particularly with PG up about 12% in six weeks, Q3 results need to be strong ahead of more difficult compares in fiscal Q4 and fiscal Q1. If they’re not, PG stock could stumble after the release — and bring other CPG stocks with it.</p><p><b>Earnings Reports to Watch: Netflix (NFLX)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, after market close</p><p>Netflix too seems like an obvious pandemic winner. Early on, NFLX stock was treated as such, as it rallied quickly off March 2020 lows and touched an all-time high in early July.</p><p>Since then, however, NFLX has been stuck. One obvious reason why is that investor attention has turned to other streaming plays such as<b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>) and direct Netflix competitors<b>Disney</b>(NYSE:<b><u>DIS</u></b>) and<b>ViacomCBS</b>(NASDAQ:<b><u>VIAC</u></b>,NASDAQ:<b><u>VIACA</u></b>).</p><p>But earnings haven’t necessarily helped, either. NFLX stock did jump after January’s Q4 report despite a bottom-line miss, but the gains receded in a matter of weeks. Subscriber growthslowed in Q3, which the company attributed to the spike in sign-ups amid the pandemic.</p><p>With normalcy returning, earnings this week can set the 2021 narrative. A blowout quarter in the face of so much new competition establishes Netflix as the king of streaming, with other services simply fighting for second place. Any weakness, particularly in the subscriber count, might suggest that those new platforms are pulling Netflix subscribers away.</p><p>With the forward earnings multiple down to a more reasonable 43x, NFLX stock is cheap enough to break out if its dominance appears assured. And with incremental margins from additional subscribers driving the expected profit growth, it’s expensive enough to plunge if top-line momentum slows. This looks like a big quarter for NFLX stock — and big enough to move other streaming names as well.</p><p><b>AT&T (T)</b></p><p><b>Earnings Report Date</b>: Thursday, April 22, before market open</p><p>One of those new Netflix competitors, of course, is AT&T. The telecommunications giant launched its HBO Max streaming service in May. Despiteclearing 60 million worldwide subscribersby the end of last year, HBO Max hasn’t done much for T stock.</p><p>Of course, nothing has done much for the stock, which actually is down 2% over the past decade. Investors have received a generally healthy dividend, which now yields 7%. But in terms of share price appreciation, AT&T stock has been the definition of ‘dead money’.</p><p>Something needs to change. It’s hard to see what that will be. HBO Max’s growth has been impressive, but the streaming business is cannibalizing revenue from DIRECTV as well as WarnerMedia’s TNT and TBS cable channels. In wireless, AT&T continues to lose share to<b>Verizon Communications</b>(NYSE:<b><u>VZ</u></b>), which reports on Wednesday morning, and a now-larger<b>T-Mobile</b>(NASDAQ:<b><u>TMUS</u></b>).</p><p>Simply put, beyond the dividend yield AT&T hasn’t given investors a good reason to own T stock. It needs to start doing so, and Thursday morning would be a fine time to start. AT&T needs to print sustainable growth either in wireless or in WarnerMedia as a whole. Of course, as the last few years show, that’s easier said than done.</p><p><b>Earnings Reports to Watch: Intel (INTC)</b></p><p><b>Earnings Report Date</b>: Thursday, April 22, after market close</p><p>Earnings this week look absolutely crucial for Intel. INTC plunged after back-to-back earnings reports last year amidyet another stumblein its move to the 7nm node. News in December that<b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) and<b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) weredeveloping their own chipsended a relief rally and sent the stock back to the lows.</p><p>Yet earlier this month INTC threatened its highest level since a brief 2000 peak amid the dot-com bubble. A better-than-expected Q4 release in January certainly helped. But the chip shortage has proved a catalyst as well. In this environment, Intel’s owned manufacturing capacity gives it an edge over ‘fabless’ rivals<b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>) and<b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>).</p><p>In other words, Intel has gotten a reprieve. It’s an advantage the company absolutely must take advantage of. With INTC still trading at 14x forward earnings, the stock is cheap enough that the rally can continue if Intel doesn’t give investors a reason to sell.</p><p>That might seem like a low bar to clear — but Intel’s recent history suggests otherwise.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Earnings Reports to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Earnings Reports to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 11:07 GMT+8 <a href=https://investorplace.com/earnings-reports-to-watch-next-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch ...</p>\n\n<a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","KO":"可口可乐","T":"美国电话电报","PG":"宝洁","INTC":"英特尔","NFLX":"奈飞","IBM":"IBM"},"source_url":"https://investorplace.com/earnings-reports-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114523776","content_text":"Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a slew of strong reports. The economy is in better shape than might be expected at this point. Despite selloffs in a few ‘hot’ sectors, and another brief bout of interest rate worries, investor sentiment too remains positive.Basically, corporate earnings just need to keep the party going. That’s particularly true over the next few weeks, as the earnings calendar features some of the world’s largest companies across the market’s biggest and most important sectors. They’re the kind of companies whose reports can move entire sectors — and, in a few cases, perhaps the entire market.For the next few weeks, earnings reports will take center stage. For this week, these are the seven earnings reports to watch:Coca-Cola(NYSE:KO)IBM(NYSE:IBM)Johnson & Johnson(NYSE:JNJ)Procter & Gamble(NYSE:PG)Netflix(NASDAQ:NFLX)AT&T(NYSE:T)Intel(NASDAQ:INTC)Now, let’s dive in and take a closer look at each one.Earnings Reports to Watch: Coca-Cola (KO)Earnings Report Date: Monday, April 19, before market openIn an uncertain environment, the broad reach of the world’s largest beverage company makes earnings this week important for almost every investor.After all, both of the company’s channels are in uncharted waters. In supermarkets, the question is how food and beverage companies will fare against the enormously difficult comparisons of last year’s first quarter, and March specifically. In takeaway, the return to normalcy no doubt is providing some help — but how much?Coke earnings should give some color on both sides of the business — and not just for Coke, but its rivals and peers.It’s an important release for Coca-Cola itself. KO stock still hasn’t clawed back all of the losses it suffered in February and March of last year. Shares in fact are more than 10% off their all-time highs.That creates an obvious opportunity. A Coca-Cola that is back to normal should lead to a KO stock that too is back to normal. Add in a dividend yield over 3% and investors would see double-digit returns. If Coca-Cola convinces investors that normalcy is just around the corner, those returns may arrive relatively quickly.IBM (IBM)Earnings Report Date: Monday, April 19, after market closeEvery earnings report is key for IBM. The company is in the midst of a multi-year turnaround which still hasn’t gained real traction.Shares still are down more than one-third from 2013 highs in a market where tech stocks have soared. IBM saw revenue decline for22-consecutive quartersbefore breaking the streak in the fourth quarter of 2017. The top lineturned south againbefore the acquisition ofRed Hatadded inorganic growth.But now Red Hat should be integrated, and bulls see IBM’s cloud business as a potential growth driver. That optimism was enough to push IBM stock to a 52-week high late last month before a recent, modest pullback.After the really, expectations certainly aren’t sky-high, but the market no doubt is expecting progress. Anything less, and the “same old IBM” narrative likely follows earnings this week. It’s hard to see how that narrative leads to another round of new highs.Earnings Reports to Watch: Johnson & Johnson (JNJ)Earnings Report Date: Tuesday, April 20, before market openThe market quickly looked pastthe pause in J&J’s Covid-19 vaccineannounced last week. After opening down 3% on Tuesday morning, JNJ stock now is essentially flat for the week.There no doubt will be some analyst questions on the first quarter conference call about the vaccine. But investor attention likely will focus on the rest of the business, given J&Jisn’t making much profiton the vaccine.And there are real questions to be answered. J&J’s medical device business struggled in 2020, with revenue down more than 10% amid lower elective surgeries. A rebound there could signal a bottom and lift other stocks with similar exposure. The same is true for the skin health and beauty businesses within J&J’s consumer products segment.And of course the pharmaceutical remains J&J’s largest, at about 60% of revenue. Products like Stelara and Remicade are far more important to the company’s bottom line than is the Covid-19 vaccine.With normalcy returning here in 2021, J&J does seem set up for a good quarter. And that could boost optimism toward a long-term casethat remains attractive.Procter & Gamble (PG)Earnings Report Date: Tuesday, April 20, before market openCPG (consumer packaged goods) companies like P&G were early and obvious winners from the pandemic. A surge in supermarket revenue and consumer stockpiling led to unusually high growth.But normalcy is returning — which isn’t necessarily great news for P&G and its industry. Toilet paper sales, for instance,have plunged this yearas many consumers still are working through purchases made last year.Those trends set up a big fiscal third quarter release for P&G on Tuesday morning. PG stock has rallied in recent weeks after fading to an eight-month low in early March. A 23x forward price-to-earnings multiple is well above recent levels. And Q3 is the first of several quarters in which the company will face difficult, pandemic-driven, year-prior comparisons.Particularly with PG up about 12% in six weeks, Q3 results need to be strong ahead of more difficult compares in fiscal Q4 and fiscal Q1. If they’re not, PG stock could stumble after the release — and bring other CPG stocks with it.Earnings Reports to Watch: Netflix (NFLX)Earnings Report Date: Tuesday, April 20, after market closeNetflix too seems like an obvious pandemic winner. Early on, NFLX stock was treated as such, as it rallied quickly off March 2020 lows and touched an all-time high in early July.Since then, however, NFLX has been stuck. One obvious reason why is that investor attention has turned to other streaming plays such asRoku(NASDAQ:ROKU) and direct Netflix competitorsDisney(NYSE:DIS) andViacomCBS(NASDAQ:VIAC,NASDAQ:VIACA).But earnings haven’t necessarily helped, either. NFLX stock did jump after January’s Q4 report despite a bottom-line miss, but the gains receded in a matter of weeks. Subscriber growthslowed in Q3, which the company attributed to the spike in sign-ups amid the pandemic.With normalcy returning, earnings this week can set the 2021 narrative. A blowout quarter in the face of so much new competition establishes Netflix as the king of streaming, with other services simply fighting for second place. Any weakness, particularly in the subscriber count, might suggest that those new platforms are pulling Netflix subscribers away.With the forward earnings multiple down to a more reasonable 43x, NFLX stock is cheap enough to break out if its dominance appears assured. And with incremental margins from additional subscribers driving the expected profit growth, it’s expensive enough to plunge if top-line momentum slows. This looks like a big quarter for NFLX stock — and big enough to move other streaming names as well.AT&T (T)Earnings Report Date: Thursday, April 22, before market openOne of those new Netflix competitors, of course, is AT&T. The telecommunications giant launched its HBO Max streaming service in May. Despiteclearing 60 million worldwide subscribersby the end of last year, HBO Max hasn’t done much for T stock.Of course, nothing has done much for the stock, which actually is down 2% over the past decade. Investors have received a generally healthy dividend, which now yields 7%. But in terms of share price appreciation, AT&T stock has been the definition of ‘dead money’.Something needs to change. It’s hard to see what that will be. HBO Max’s growth has been impressive, but the streaming business is cannibalizing revenue from DIRECTV as well as WarnerMedia’s TNT and TBS cable channels. In wireless, AT&T continues to lose share toVerizon Communications(NYSE:VZ), which reports on Wednesday morning, and a now-largerT-Mobile(NASDAQ:TMUS).Simply put, beyond the dividend yield AT&T hasn’t given investors a good reason to own T stock. It needs to start doing so, and Thursday morning would be a fine time to start. AT&T needs to print sustainable growth either in wireless or in WarnerMedia as a whole. Of course, as the last few years show, that’s easier said than done.Earnings Reports to Watch: Intel (INTC)Earnings Report Date: Thursday, April 22, after market closeEarnings this week look absolutely crucial for Intel. INTC plunged after back-to-back earnings reports last year amidyet another stumblein its move to the 7nm node. News in December thatApple(NASDAQ:AAPL) andMicrosoft(NASDAQ:MSFT) weredeveloping their own chipsended a relief rally and sent the stock back to the lows.Yet earlier this month INTC threatened its highest level since a brief 2000 peak amid the dot-com bubble. A better-than-expected Q4 release in January certainly helped. But the chip shortage has proved a catalyst as well. In this environment, Intel’s owned manufacturing capacity gives it an edge over ‘fabless’ rivalsAdvanced Micro Devices(NASDAQ:AMD) andNvidia(NASDAQ:NVDA).In other words, Intel has gotten a reprieve. It’s an advantage the company absolutely must take advantage of. With INTC still trading at 14x forward earnings, the stock is cheap enough that the rally can continue if Intel doesn’t give investors a reason to sell.That might seem like a low bar to clear — but Intel’s recent history suggests otherwise.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347181240,"gmtCreate":1618475207480,"gmtModify":1704711391873,"author":{"id":"3581566234264416","authorId":"3581566234264416","name":"EstelleaT","avatar":"https://static.tigerbbs.com/626554df79228662244f85ac14647d88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581566234264416","authorIdStr":"3581566234264416"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/347181240","repostId":"1158416535","repostType":4,"repost":{"id":"1158416535","kind":"news","pubTimestamp":1618473920,"share":"https://ttm.financial/m/news/1158416535?lang=&edition=fundamental","pubTime":"2021-04-15 16:05","market":"us","language":"en","title":"Why This Little-Known ETF Will Outperform ARKK","url":"https://stock-news.laohu8.com/highlight/detail?id=1158416535","media":"seekingalpha","summary":"Summary\n\nARKK achieved a legendary performance in 2020.\nMLPA is an under-covered ETF in an out-of-fa","content":"<p><b>Summary</b></p>\n<ul>\n <li>ARKK achieved a legendary performance in 2020.</li>\n <li>MLPA is an under-covered ETF in an out-of-favor sector.</li>\n <li>Why investors should weight MLPA over ARKK in 2021.</li>\n</ul>\n<p>ARK Invest and its founder and CEO/CIO Cathie Wood rose to stardom in 2020 as its ETFs (ARKK) (ARKQ) (ARKG) (ARKW) (ARKF) achieved remarkably strong results during the year:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9cecd280b57639291eecac1a7f51e41\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p>\n<p>Compared to the broader indexes (SPY) (DIA) (QQQ), the amount of outperformance was simply incredible:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b79feae135773bede582c7560974885\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p>\n<p>By far the most popular of these funds is the Disruptive Innovation ETF (i.e., ARKK), which holds Tesla (TSLA) as its undisputed largest and highest conviction holding and complements it with other popular disruptors like Square (SQ), Teladoc (TDOC), Zoom (ZM), and Palantir (PLTR).</p>\n<p><img src=\"https://static.tigerbbs.com/cbfb95d8bcac16f0d478241037e81576\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"><i>source</i></p>\n<p>Looking at ARKK's lifetime performance, we see that it has outperformed the market indexes handily even prior to 2020:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce62d7f1798c005705f3d7a36db56d7c\" tg-width=\"635\" tg-height=\"453\"><span>Data by YCharts</span></p>\n<p>Cathie Wood has been proven remarkably correct about battleground and massively outperforming stocks like TSLA, Nvidia (NVDA), Amazon (AMZN), and even Bitcoin (BTC-USD), and there's certainly a case to be made for investing in disruptive tech: The companies with the most/best data and technology will be massive winners tomorrow as we move increasingly toward a winner-take-most economy that's hyper-dependent on emerging disruptive technological platforms. Therefore, it's prudent to forego profits today in order to reinvest cash flows into developing new and better technology instead of pouring cash into dividends and repurchases today. The ability to massively scale new technologies to achieve rapid and massive profitability is routinely undervalued by the market, making disruptive tech a highly profitable investing niche.</p>\n<p>That said, while we certainly believe that disruptive tech still has - and always will have - a place in a well-diversified portfolio, we believe investors would be better served to weight their portfolios more heavily towards the out-of-favor and underfollowed Global X MLP ETF (MLPA) for the following reasons:</p>\n<p><b>#1 - Massive Fee Disparity</b></p>\n<p>As Warren Buffettonce said:</p>\n<blockquote>\n <i>Performance comes, performance goes. Fees never falter.</i>\n</blockquote>\n<p>Few investors fully appreciate the power of investing fees to alter total returns. As a result, rather than chasing the latest high-flying fund, it's generally much better over the long term to invest in low-cost well-run funds.</p>\n<p>ARKK charges a hefty 0.75% expense ratio. That means, regardless of whether or not its strategy outperforms in any given year (or even generates a positive return), ARK Invest will take 0.75% of your capital. That means that if you were to invest $100,000 into ARKK today and earn a 10% annualized return over the next decade, your total cost of fees would be a whopping $18,809.49 over that period.</p>\n<p>In contrast, MLPA only charges a 0.46% expense ratio. Not only is this substantially less than ARKK's, but it's also less than its more popular fellow MLP ETF: The Alerian MLP ETF (AMLP), which charges a hefty 0.90% expense ratio. If $100,000 invested in MLPA were held over a 10-year period, you would only have $11,687.24 charged in fund expenses over that period, providing an incredible 7.12% return on investment boost to your holdings over that period relative to a similar amount invested in ARKK.</p>\n<p><b>#2 - Even Bigger Fund Flow Disparity</b></p>\n<p>Another major headwind facing ARKK is that its assets under management have ballooned along with ARK Invest's and Cathie Wood's growing popularity:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e85734680e924a10d64d10595ddc9a1\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>While this massive growth in assets under management is great for Cathie and company as it massively boosts their management fees, it also makes it harder and harder for them to efficiently manage investor assets. With tens of billions of dollars to deploy, it forces them to take on larger total positions to maintain the same degree of concentration. This in turn forces them to be less nimble in entering and exiting positions due to liquidity constraints and thereby not getting the best pricing possible. It also pushes them to invest in more positions than just their highest conviction picks as they search for additional places to deploy capital, thereby potentially diluting returns.</p>\n<p>While the challenges that come with greater amounts of assets under management are an issue for any fund, they are even greater for ARKK given its focus on a single niche, instead of the broader market. Furthermore, their particular niche is one of the most speculative and volatile, given its focus on wildly popular and mostly unprofitable tech companies. As a result, as fund inflows and outflows experience significant day-to-day volatility, ARKK will be increasingly challenged to buy and sell holdings efficiently in an attempt to maximize shareholder returns.</p>\n<p>MLPA, in contrast, is not only far smaller in terms of total assets under management, but its total number of assets under management are much less volatile. As a result, management is much better able to efficiently buy and sell holdings and allocate investor capital. When added to the expense ratio differential, MLPA gets a massive head start over ARKK moving forward.</p>\n<p><b>#3 - Incredible Valuation Disparity</b></p>\n<p>Last, but not least, there's a massive valuation disparity between the underlying holdings of these two ETFs.</p>\n<p>Innovative tech valuations sit at near all-time highs and face growing headwinds from the COVID-19 vaccine changing consumer behavior and the economic narrative, as well as surging inflation and rising interest rates as detailed inWhy High Yield Will Keep Pummeling Tech.</p>\n<p>Meanwhile, as detailed inWe Are Buying Midstream Hand Over Fist- MLPs look more attractive than ever right now with:</p>\n<ul>\n <li>Historically high yields even as interest rates sit at historic lows, resulting in record spreads:</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/a09a7951601c6894a09e02ad795097dd\" tg-width=\"640\" tg-height=\"479\" referrerpolicy=\"no-referrer\"><i>source</i></p>\n<ul>\n <li>Cheap valuation multiples in a market environment where major indexes are sporting record high valuations.</li>\n <li>Remarkably resilient fundamentals in the face of a double black swan event stemming from the oil price collapse and COVID-19.</li>\n <li>Strong recovery in cash flows and client profitability as energy prices have bounced back sharply in recent months.</li>\n</ul>\n<p>Furthermore, MLPA holds blue chip MLPs as its top holdings, including Enterprise Products Partners (EPD), Energy Transfer (ET), Magellan Midstream (MMP), MPLX (MPLX), and Plains All American (PAA) as its top 5 positions.</p>\n<p><img src=\"https://static.tigerbbs.com/bb94cd983513980447f14b8b1952d49f\" tg-width=\"640\" tg-height=\"431\"></p>\n<p><i>source</i></p>\n<p>We are very bullish on each of these MLPs as they each possess investment grade balance sheets, trade at very attractive valuations with lucrative and well-covered yields, and have high-quality asset portfolios that are positioned to remain relevant well into the future even as the global economy continues to focus increasingly on green energy alternatives.</p>\n<p><b>A Better Alternative Than Either Of Them</b></p>\n<p>Low-cost ETFs concentrated on an out-of-favor sector with strong fundamentals like MLPA is a great option for unsophisticated and/or passive investors. They provide instant diversification with the purchase of a single share along with professional portfolio management.</p>\n<p>However, just like there's no free lunch, a drawback to ETFs is that they often pursue much broader diversification than we do in our portfolios and, as a result, often force investors to invest in positions that are not high conviction.</p>\n<p>Though we ourselves may occasionally invest in a specific sector’s ETF if we see a unique opportunity to add value with it, we generally greatly prefer investing in individual securities because it enables us to target stronger risk-adjusted returns.</p>\n<p>By pursuing a simple, but time-tested value investing strategy of</p>\n<ul>\n <li>Investing in what we know</li>\n <li>Avoiding bad management</li>\n <li>Buying attractive yields below a conservative estimate of fair value</li>\n <li>Overweightingcompanies with strong balance sheets</li>\n</ul>\n<p>we are able to invest in mostly winners and minimize our losers. As a result, since its inception, our well-diversified value and income focused real money Equity Portfolio at High Yield Investor has absolutely crushed the broader market indexes along with ARKK:</p>\n<p><img src=\"https://static.tigerbbs.com/f54358ccb1701431993365a154cdada3\" tg-width=\"480\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p><i>source: Author</i></p>\n<p><b>Investor Takeaway</b></p>\n<p>ARKK has been on a remarkable run thanks in large part to their remarkable calls on top holding TSLA and aided significantly by the pandemic and the rise in popularity of disruptive tech. Meanwhile, as disruptive tech companies have soared to stratospheric valuations, MLPA has been weighed down by the MLP sector's deep unpopularity, the rise of renewable energy and ESG investing, and a demand plunge caused by COVID-19.</p>\n<p>We believe that rising interest rates, combined with a re-opening economy, will bring tech valuations back down to earth while giving MLPs a strong demand boost. Furthermore, we believe that MLPA's strong fundamentals of robust free cash flow generation, strong balance sheets, improved corporate governance, and well-covered and record-high distribution yields will lead to strong outperformance moving forward.</p>\n<p>While we think that intelligently following a value investing approach is best in this sector, for investors looking for a totally passive approach, MLPA is a very attractive option given its relatively low fees, easily managed assets under management, and high quality top holdings.</p>\n<p>Meanwhile, ARKK will be increasingly weighed down by the runaway valuations of its core holdings, major drag from its highly volatile and enormous volume of assets under management, and - worst of all - its rather high expense ratio.</p>\n<p>Prudent investors will find room in their portfolios for both disruptive tech and high yield real assets, but we believe that the risk-adjusted return outlook for MLPA is meaningfully superior to ARKK's right now.</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>Why This Little-Known ETF Will Outperform ARKK</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy This Little-Known ETF Will Outperform ARKK\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 16:05 GMT+8 <a href=https://seekingalpha.com/article/4418956-why-this-little-known-etf-will-outperform-arkk><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nARKK achieved a legendary performance in 2020.\nMLPA is an under-covered ETF in an out-of-favor sector.\nWhy investors should weight MLPA over ARKK in 2021.\n\nARK Invest and its founder and CEO/...</p>\n\n<a href=\"https://seekingalpha.com/article/4418956-why-this-little-known-etf-will-outperform-arkk\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://seekingalpha.com/article/4418956-why-this-little-known-etf-will-outperform-arkk","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158416535","content_text":"Summary\n\nARKK achieved a legendary performance in 2020.\nMLPA is an under-covered ETF in an out-of-favor sector.\nWhy investors should weight MLPA over ARKK in 2021.\n\nARK Invest and its founder and CEO/CIO Cathie Wood rose to stardom in 2020 as its ETFs (ARKK) (ARKQ) (ARKG) (ARKW) (ARKF) achieved remarkably strong results during the year:\nData by YCharts\nCompared to the broader indexes (SPY) (DIA) (QQQ), the amount of outperformance was simply incredible:\nData by YCharts\nBy far the most popular of these funds is the Disruptive Innovation ETF (i.e., ARKK), which holds Tesla (TSLA) as its undisputed largest and highest conviction holding and complements it with other popular disruptors like Square (SQ), Teladoc (TDOC), Zoom (ZM), and Palantir (PLTR).\nsource\nLooking at ARKK's lifetime performance, we see that it has outperformed the market indexes handily even prior to 2020:\nData by YCharts\nCathie Wood has been proven remarkably correct about battleground and massively outperforming stocks like TSLA, Nvidia (NVDA), Amazon (AMZN), and even Bitcoin (BTC-USD), and there's certainly a case to be made for investing in disruptive tech: The companies with the most/best data and technology will be massive winners tomorrow as we move increasingly toward a winner-take-most economy that's hyper-dependent on emerging disruptive technological platforms. Therefore, it's prudent to forego profits today in order to reinvest cash flows into developing new and better technology instead of pouring cash into dividends and repurchases today. The ability to massively scale new technologies to achieve rapid and massive profitability is routinely undervalued by the market, making disruptive tech a highly profitable investing niche.\nThat said, while we certainly believe that disruptive tech still has - and always will have - a place in a well-diversified portfolio, we believe investors would be better served to weight their portfolios more heavily towards the out-of-favor and underfollowed Global X MLP ETF (MLPA) for the following reasons:\n#1 - Massive Fee Disparity\nAs Warren Buffettonce said:\n\nPerformance comes, performance goes. Fees never falter.\n\nFew investors fully appreciate the power of investing fees to alter total returns. As a result, rather than chasing the latest high-flying fund, it's generally much better over the long term to invest in low-cost well-run funds.\nARKK charges a hefty 0.75% expense ratio. That means, regardless of whether or not its strategy outperforms in any given year (or even generates a positive return), ARK Invest will take 0.75% of your capital. That means that if you were to invest $100,000 into ARKK today and earn a 10% annualized return over the next decade, your total cost of fees would be a whopping $18,809.49 over that period.\nIn contrast, MLPA only charges a 0.46% expense ratio. Not only is this substantially less than ARKK's, but it's also less than its more popular fellow MLP ETF: The Alerian MLP ETF (AMLP), which charges a hefty 0.90% expense ratio. If $100,000 invested in MLPA were held over a 10-year period, you would only have $11,687.24 charged in fund expenses over that period, providing an incredible 7.12% return on investment boost to your holdings over that period relative to a similar amount invested in ARKK.\n#2 - Even Bigger Fund Flow Disparity\nAnother major headwind facing ARKK is that its assets under management have ballooned along with ARK Invest's and Cathie Wood's growing popularity:\nData by YCharts\nWhile this massive growth in assets under management is great for Cathie and company as it massively boosts their management fees, it also makes it harder and harder for them to efficiently manage investor assets. With tens of billions of dollars to deploy, it forces them to take on larger total positions to maintain the same degree of concentration. This in turn forces them to be less nimble in entering and exiting positions due to liquidity constraints and thereby not getting the best pricing possible. It also pushes them to invest in more positions than just their highest conviction picks as they search for additional places to deploy capital, thereby potentially diluting returns.\nWhile the challenges that come with greater amounts of assets under management are an issue for any fund, they are even greater for ARKK given its focus on a single niche, instead of the broader market. Furthermore, their particular niche is one of the most speculative and volatile, given its focus on wildly popular and mostly unprofitable tech companies. As a result, as fund inflows and outflows experience significant day-to-day volatility, ARKK will be increasingly challenged to buy and sell holdings efficiently in an attempt to maximize shareholder returns.\nMLPA, in contrast, is not only far smaller in terms of total assets under management, but its total number of assets under management are much less volatile. As a result, management is much better able to efficiently buy and sell holdings and allocate investor capital. When added to the expense ratio differential, MLPA gets a massive head start over ARKK moving forward.\n#3 - Incredible Valuation Disparity\nLast, but not least, there's a massive valuation disparity between the underlying holdings of these two ETFs.\nInnovative tech valuations sit at near all-time highs and face growing headwinds from the COVID-19 vaccine changing consumer behavior and the economic narrative, as well as surging inflation and rising interest rates as detailed inWhy High Yield Will Keep Pummeling Tech.\nMeanwhile, as detailed inWe Are Buying Midstream Hand Over Fist- MLPs look more attractive than ever right now with:\n\nHistorically high yields even as interest rates sit at historic lows, resulting in record spreads:\n\nsource\n\nCheap valuation multiples in a market environment where major indexes are sporting record high valuations.\nRemarkably resilient fundamentals in the face of a double black swan event stemming from the oil price collapse and COVID-19.\nStrong recovery in cash flows and client profitability as energy prices have bounced back sharply in recent months.\n\nFurthermore, MLPA holds blue chip MLPs as its top holdings, including Enterprise Products Partners (EPD), Energy Transfer (ET), Magellan Midstream (MMP), MPLX (MPLX), and Plains All American (PAA) as its top 5 positions.\n\nsource\nWe are very bullish on each of these MLPs as they each possess investment grade balance sheets, trade at very attractive valuations with lucrative and well-covered yields, and have high-quality asset portfolios that are positioned to remain relevant well into the future even as the global economy continues to focus increasingly on green energy alternatives.\nA Better Alternative Than Either Of Them\nLow-cost ETFs concentrated on an out-of-favor sector with strong fundamentals like MLPA is a great option for unsophisticated and/or passive investors. They provide instant diversification with the purchase of a single share along with professional portfolio management.\nHowever, just like there's no free lunch, a drawback to ETFs is that they often pursue much broader diversification than we do in our portfolios and, as a result, often force investors to invest in positions that are not high conviction.\nThough we ourselves may occasionally invest in a specific sector’s ETF if we see a unique opportunity to add value with it, we generally greatly prefer investing in individual securities because it enables us to target stronger risk-adjusted returns.\nBy pursuing a simple, but time-tested value investing strategy of\n\nInvesting in what we know\nAvoiding bad management\nBuying attractive yields below a conservative estimate of fair value\nOverweightingcompanies with strong balance sheets\n\nwe are able to invest in mostly winners and minimize our losers. As a result, since its inception, our well-diversified value and income focused real money Equity Portfolio at High Yield Investor has absolutely crushed the broader market indexes along with ARKK:\n\nsource: Author\nInvestor Takeaway\nARKK has been on a remarkable run thanks in large part to their remarkable calls on top holding TSLA and aided significantly by the pandemic and the rise in popularity of disruptive tech. Meanwhile, as disruptive tech companies have soared to stratospheric valuations, MLPA has been weighed down by the MLP sector's deep unpopularity, the rise of renewable energy and ESG investing, and a demand plunge caused by COVID-19.\nWe believe that rising interest rates, combined with a re-opening economy, will bring tech valuations back down to earth while giving MLPs a strong demand boost. Furthermore, we believe that MLPA's strong fundamentals of robust free cash flow generation, strong balance sheets, improved corporate governance, and well-covered and record-high distribution yields will lead to strong outperformance moving forward.\nWhile we think that intelligently following a value investing approach is best in this sector, for investors looking for a totally passive approach, MLPA is a very attractive option given its relatively low fees, easily managed assets under management, and high quality top holdings.\nMeanwhile, ARKK will be increasingly weighed down by the runaway valuations of its core holdings, major drag from its highly volatile and enormous volume of assets under management, and - worst of all - its rather high expense ratio.\nPrudent investors will find room in their portfolios for both disruptive tech and high yield real assets, but we believe that the risk-adjusted return outlook for MLPA is meaningfully superior to ARKK's right 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company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378827391","repostId":"2129073871","repostType":4,"repost":{"id":"2129073871","kind":"highlight","pubTimestamp":1619016321,"share":"https://ttm.financial/m/news/2129073871?lang=&edition=fundamental","pubTime":"2021-04-21 22:45","market":"us","language":"en","title":"2 Tech Stocks That Cathie Wood's ARK Invest Is Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2129073871","media":"Motley Fool","summary":"These stocks could help investors beat the market.","content":"<p>ARK Invest is far from the biggest investment firm on Wall Street, with just $37.6 billion in managed assets spread across 244 holdings as of Dec. 31, 2020. Even so, CEO Cathie Wood is gaining a reputation as <a href=\"https://laohu8.com/S/AONE\">one</a> of Wall Street's best stock pickers. Her company's most popular product -- the <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> </b>(NYSEMKT:ARKK) -- has significantly outperformed the broader market over the last five years, surging 540%.</p>\n<p>Recently, ARK has been purchasing shares of <b>Palantir Technologies</b> (NYSE:PLTR) and <b>Twilio</b> (NYSE:TWLO) for its flagship ETF. Given ARK's track record, investors might want to consider these stocks for their own portfolios. Let's take a closer look at these two stocks that Cathie Wood's team has shown so much investing interest in.</p>\n<h2>1. Palantir: Big data analytics</h2>\n<p>Palantir serves both government and commercial clients, providing software that helps organizations manage, integrate, and analyze massive amounts of data. It also focuses on protecting privacy, and its solutions allow clients to monitor and control access to information.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37e069515a731ebbf1de034332d7865e\" tg-width=\"700\" tg-height=\"428\"><span>Image source: Getty Images.</span></p>\n<p>As a practical example, aircraft manufacturer <b>Airbus</b> uses Palantir's Foundry software to track 5 million parts and coordinate the engineering efforts of hundreds of teams spread across eight factories in four different countries.</p>\n<p>Likewise, in the government sector, the U.S. Army uses Palantir's Gotham software to manage over 1 million military personnel, identify patterns in datasets, and make informed decisions that may be the difference between life and death.</p>\n<p>One of Palantir's key advantages is the environment-agnostic nature of its software. Its platforms can be deployed in any public or private cloud, including classified government networks. And the company's continuous delivery system, Palantir Apollo, performs automatic updates with no downtime, ensuring clients always have access to cutting-edge capabilities.</p>\n<p>Apollo also allows Palantir's software-as-a-service (SaaS) to function in places where other SaaS company's can't operate. For instance, its software can run on disconnected laptops in a Humvee, on servers in the hull of a submarine, and in aircraft flying at 30,000 feet. This gives the company a big advantage over its rivals.</p>\n<p>Palantir ended last year with 139 customers across 40 industries. Notably, the average revenue per customer jumped from $5.2 million in 2018 to $7.9 million in 2020. That has powered strong top-line growth.</p>\n<table>\n <thead>\n <tr>\n <th><p>Metric</p></th>\n <th><p>2018</p></th>\n <th><p>2020</p></th>\n <th><p>Change</p></th>\n </tr>\n </thead>\n <tbody>\n <tr>\n <td width=\"156\"><p>Revenue</p></td>\n <td width=\"156\"><p>$595 million</p></td>\n <td width=\"156\"><p>$1.1 billion</p></td>\n <td width=\"156\"><p>36%</p></td>\n </tr>\n </tbody>\n</table>\n<p>Data source: Palantir SEC filings.</p>\n<p>Despite the company's controversial past, the future looks promising for Palantir. As the world becomes increasingly digital, enterprises are creating more data at a phenomenal pace. In order to carve out a competitive edge, they need a way to manage and make sense of that data. And Palantir's software looks like a perfect fit.</p>\n<h2>2. Twilio: Customer engagement</h2>\n<p>Twilio's communications platform simplifies software development, allowing clients to easily build apps that incorporate features like voice, text, video, and email. This makes it possible to send shipping notifications and appointment reminders, provide chat support to consumers, enable video conferencing with clients, and implement two-factor authentication, among many other use cases.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F621946%2Ftwilio-1.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"474\"><span>Image source: Twilio</span></p>\n<p>In addition to these building blocks, Twilio also provides more complete solutions. For example, Twilio <a href=\"https://laohu8.com/S/FRO\">Frontline</a> is a mobile application that launched during the pandemic. It enables employees to connect with and assist customers regardless of whether they are in an office or working remotely.</p>\n<p>Altogether, Twilio's communications platform powers over 1 trillion human interactions each year. That impressive statistic has translated into strong growth for this company.</p>\n<table>\n <thead>\n <tr>\n <th><p>Metric</p></th>\n <th><p>2018</p></th>\n <th><p>2020</p></th>\n <th><p>CAGR</p></th>\n </tr>\n </thead>\n <tbody>\n <tr>\n <td width=\"156\"><p>Revenue</p></td>\n <td width=\"156\"><p>$650 million</p></td>\n <td width=\"156\"><p>$1.8 billion</p></td>\n <td width=\"156\"><p>65%</p></td>\n </tr>\n </tbody>\n</table>\n<p>Data source: Twilio SEC filings. CAGR = compound annual growth rate.</p>\n<p>Notably, Twilio is not currently profitable. The company posted net income losses of $179 million in 2020 due to substantial investments in sales and marketing, as well as research and development.</p>\n<p>I think this strategy makes sense, though. Twilio had a $79 billion market opportunity in 2020, according to management, and that figure should continue to grow in the years ahead. It's important for Twilio to grab as much of that market as possible right now, meaning the company needs to focus its resources on growth.</p>\n<p>As its business continues to scale, operational expenses should shrink on a relative basis. That should eventually lead Twilio to profitability. And with a gross margin of 52% in 2020, Twilio is poised to be a very profitable company. However, investors should monitor revenue growth to make sure Twilio is on the right track.</p>\n<p>As a final thought, enterprises were forced to find new ways to interact with consumers during the pandemic. Not surprisingly, Twilio's platform saw increased adoption last year, and that trend is unlikely to reverse. In a recent survey, Twilio found that 95% (of 2,500 enterprises) plan to maintain or increase their investment in digital customer engagement post-pandemic. That should power continued growth for this tech company in the years ahead.</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>2 Tech Stocks That Cathie Wood's ARK Invest Is Buying</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\">\n2 Tech Stocks That Cathie Wood's ARK Invest Is Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 22:45 GMT+8 <a href=https://www.fool.com/investing/2021/04/21/2-tech-stocks-that-cathie-woods-ark-invest-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK Invest is far from the biggest investment firm on Wall Street, with just $37.6 billion in managed assets spread across 244 holdings as of Dec. 31, 2020. Even so, CEO Cathie Wood is gaining a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/21/2-tech-stocks-that-cathie-woods-ark-invest-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","PLTR":"Palantir Technologies Inc.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/04/21/2-tech-stocks-that-cathie-woods-ark-invest-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129073871","content_text":"ARK Invest is far from the biggest investment firm on Wall Street, with just $37.6 billion in managed assets spread across 244 holdings as of Dec. 31, 2020. Even so, CEO Cathie Wood is gaining a reputation as one of Wall Street's best stock pickers. Her company's most popular product -- the ARK Innovation ETF (NYSEMKT:ARKK) -- has significantly outperformed the broader market over the last five years, surging 540%.\nRecently, ARK has been purchasing shares of Palantir Technologies (NYSE:PLTR) and Twilio (NYSE:TWLO) for its flagship ETF. Given ARK's track record, investors might want to consider these stocks for their own portfolios. Let's take a closer look at these two stocks that Cathie Wood's team has shown so much investing interest in.\n1. Palantir: Big data analytics\nPalantir serves both government and commercial clients, providing software that helps organizations manage, integrate, and analyze massive amounts of data. It also focuses on protecting privacy, and its solutions allow clients to monitor and control access to information.\nImage source: Getty Images.\nAs a practical example, aircraft manufacturer Airbus uses Palantir's Foundry software to track 5 million parts and coordinate the engineering efforts of hundreds of teams spread across eight factories in four different countries.\nLikewise, in the government sector, the U.S. Army uses Palantir's Gotham software to manage over 1 million military personnel, identify patterns in datasets, and make informed decisions that may be the difference between life and death.\nOne of Palantir's key advantages is the environment-agnostic nature of its software. Its platforms can be deployed in any public or private cloud, including classified government networks. And the company's continuous delivery system, Palantir Apollo, performs automatic updates with no downtime, ensuring clients always have access to cutting-edge capabilities.\nApollo also allows Palantir's software-as-a-service (SaaS) to function in places where other SaaS company's can't operate. For instance, its software can run on disconnected laptops in a Humvee, on servers in the hull of a submarine, and in aircraft flying at 30,000 feet. This gives the company a big advantage over its rivals.\nPalantir ended last year with 139 customers across 40 industries. Notably, the average revenue per customer jumped from $5.2 million in 2018 to $7.9 million in 2020. That has powered strong top-line growth.\n\n\n\nMetric\n2018\n2020\nChange\n\n\n\n\nRevenue\n$595 million\n$1.1 billion\n36%\n\n\n\nData source: Palantir SEC filings.\nDespite the company's controversial past, the future looks promising for Palantir. As the world becomes increasingly digital, enterprises are creating more data at a phenomenal pace. In order to carve out a competitive edge, they need a way to manage and make sense of that data. And Palantir's software looks like a perfect fit.\n2. Twilio: Customer engagement\nTwilio's communications platform simplifies software development, allowing clients to easily build apps that incorporate features like voice, text, video, and email. This makes it possible to send shipping notifications and appointment reminders, provide chat support to consumers, enable video conferencing with clients, and implement two-factor authentication, among many other use cases.\nImage source: Twilio\nIn addition to these building blocks, Twilio also provides more complete solutions. For example, Twilio Frontline is a mobile application that launched during the pandemic. It enables employees to connect with and assist customers regardless of whether they are in an office or working remotely.\nAltogether, Twilio's communications platform powers over 1 trillion human interactions each year. That impressive statistic has translated into strong growth for this company.\n\n\n\nMetric\n2018\n2020\nCAGR\n\n\n\n\nRevenue\n$650 million\n$1.8 billion\n65%\n\n\n\nData source: Twilio SEC filings. CAGR = compound annual growth rate.\nNotably, Twilio is not currently profitable. The company posted net income losses of $179 million in 2020 due to substantial investments in sales and marketing, as well as research and development.\nI think this strategy makes sense, though. Twilio had a $79 billion market opportunity in 2020, according to management, and that figure should continue to grow in the years ahead. It's important for Twilio to grab as much of that market as possible right now, meaning the company needs to focus its resources on growth.\nAs its business continues to scale, operational expenses should shrink on a relative basis. That should eventually lead Twilio to profitability. And with a gross margin of 52% in 2020, Twilio is poised to be a very profitable company. However, investors should monitor revenue growth to make sure Twilio is on the right track.\nAs a final thought, enterprises were forced to find new ways to interact with consumers during the pandemic. Not surprisingly, Twilio's platform saw increased adoption last year, and that trend is unlikely to reverse. In a recent survey, Twilio found that 95% (of 2,500 enterprises) plan to maintain or increase their investment in digital customer engagement post-pandemic. 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