peggy85 personal page - To The Moon

peggy85

peggy85

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2021-05-30

of course

The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever

2021-06-16

$Walt Disney(DIS)$ huat

2021-06-04

the only up trending stock in my watch list

2021-07-29

$Health Care Select Sector SPDR Fund(XLV)$go go go

2021-06-15

$Walt Disney(DIS)$go go

2021-06-18

no.1 today

2021-06-09

china entry exam for university these few days

Sorry, the original content has been removed

2021-06-07

up up up

Here's what to expect at Apple's WWDC this week

2021-06-07

all technology stocks

Here are Monday's biggest analyst calls of the day: Microsoft, GameStop, Apple, Bank of America & more

2021-06-25

I have APPLE. want to try Amazon

Is Amazon Stock A Better Buy Than Apple Through 2025?

2021-07-16

$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$emmm bad performance

2021-07-13

wow[Miser]

2021-07-11

$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$nice gain. keep it up!

2021-07-03

which one to go for? FB?

5 of the Best Tech Stocks to Buy for July

2021-06-12

increase a lot

2021-06-11

that's too bad

The great value rotation in the stock market could be over already as investors embrace tech again

2021-05-27

$Walt Disney(DIS)$great

2021-08-07

$Health Care Select Sector SPDR Fund(XLV)$[What] [What]

2021-08-04

$Health Care Select Sector SPDR Fund(XLV)$up up up

2021-07-24

$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$when can come back

Go to Tiger App to see more news

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no","images":[{"img":"https://static.tigerbbs.com/1e0bfa0879f9dd0916a8e337ed42cd51","width":"1125","height":"2220"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/177214585","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":174798930,"gmtCreate":1627136228320,"gmtModify":1703484693541,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TMV\">$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$</a>when can come back&nbsp;","listText":"<a href=\"https://laohu8.com/S/TMV\">$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$</a>when can come back&nbsp;","text":"$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$when can come back","images":[{"img":"https://static.tigerbbs.com/9007fabb615d7f8db591b34bd4db5b64","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174798930","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":137456605,"gmtCreate":1622381244607,"gmtModify":1704183672031,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"of course&nbsp;","listText":"of course&nbsp;","text":"of course","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/137456605","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://www.laohu8.com/m/news/2138948877?lang=&edition=full","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169469215,"gmtCreate":1623847724537,"gmtModify":1703821244054,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a> huat","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a> huat","text":"$Walt Disney(DIS)$ 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today","images":[{"img":"https://static.tigerbbs.com/b186a404fa060abdb3e8b90e54bdddbe","width":"1125","height":"2670"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/166841939","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":189865653,"gmtCreate":1623251560872,"gmtModify":1704199473955,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"china entry exam for university these few days","listText":"china entry exam for university these few days","text":"china entry exam for university these few days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/189865653","repostId":"1125363075","repostType":4,"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114695856,"gmtCreate":1623071037675,"gmtModify":1704195409414,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"up up up","listText":"up up up","text":"up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/114695856","repostId":"1184606456","repostType":4,"repost":{"id":"1184606456","pubTimestamp":1623048513,"share":"https://www.laohu8.com/m/news/1184606456?lang=&edition=full","pubTime":"2021-06-07 14:48","market":"us","language":"en","title":"Here's what to expect at Apple's WWDC this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184606456","media":"cnn","summary":"(CNN Business)Revamped MacBooks. Updated iMessage features. An overhaul of the iPad operating system","content":"<p>(CNN Business)Revamped MacBooks. Updated iMessage features. An overhaul of the iPad operating system.</p>\n<p>These are among the announcements Apple (AAPL) may make this week during its Worldwide Developer Conference, a multi-day event that kicks off Monday. The annual event is typically a chance for the tech company to introduce changes to the software used everyday by millions of people.</p>\n<p>eyond new gadgets and the introduction of iOS 15, WWDC will also be an opportunity for Apple to address its developer community in the midst of two major recent spats with app makers — a contentious legal battle with Fortnite-maker Epic Games over its App Store fees and a feud with Facebook (FB) over Apple's new app-tracking privacy policy.</p>\n<p>This year, for the second time, Apple's WWDC will be held online, though there will still be plenty for developers to do virtually, including more than 200 sessions on how to build new apps and services.</p>\n<p>The event begins with a keynote at 1 p.m. ET on Monday, June 7. Here's what to expect based on the latest reports and rumors.</p>\n<p><b>New gadgets</b></p>\n<p>The most significant hardware announcement expected during WWDC is the introduction of a redesigned 16-inch MacBook Pro, and possibly a 14-inch version, too, Bloomberg has reported.</p>\n<p>The device — like other recent computer and iPad launches from the company — would likely be built with Apple's M1 chip, which it has said provides longer battery life and faster processing speeds, among other benefits. The new laptop could also bring back the popular MagSafe power connector, Ben Wood, chief analyst at CCS Insight, said in an email last week.</p>\n<p>Among other hardware updates, Apple could announce a new version of its AirPods, a breakout product for the company but one that is facing increasing competition from the likes of Google and others.</p>\n<p>\"I'm sure Apple is aware of that competition\" and has plans to counter it, said Mike Bailey, director of research at FBB Capital Partners.</p>\n<p>Finally, the iPad could get major new operating system updates, after Apple introduced a new iPad Pro with its M1 chip last fall.</p>\n<p>\"We expect to see the lines between the Mac and the iPad continue to blur with powerful demos of high-performance video editing software and more,\" Wood said.</p>\n<p><b>iMessage gets a social media makeover</b></p>\n<p>Based on the company's promotional materials for WWDC, a centerpiece of the event could be iMessage, the messaging service used by countless Apple device owners.</p>\n<p>The iPhone maker has been working to make iMessage more like a social media platform that competes with Facebook's WhatsApp. Bloomberg reported that iOS 15 iMessage updates will include new options for automatic replies, beyond the existing auto-reply for when users are driving.</p>\n<p>This could further inflame the tensions with Facebook that emerged over privacy.</p>\n<p><b>Focus on privacy</b></p>\n<p>Industry watchers expect Apple to double down on its privacy focus during WWDC this year.</p>\n<p>At last year's conference, Apple announced its iOS 14.5 update that now gives users the option to deny apps permission to track their activity, a move that has drawn the ire of Facebook, which uses this data to target ads. Analysts will be watching for any data from Apple on how many users have stopped sharing data with apps since the feature went into effect in April.</p>\n<p>The company may also introduce even more ways for users to control what data they share with developers and app makers in the latest iOS update.</p>\n<p>\"We expect data privacy and security to be a main focus and theme of [CEO Tim] Cook's keynote as Apple solidifies its privacy policy with the iOS 15 unveil,\" Wedbush analyst Dan Ives said in an investor note last week.</p>\n<p><b>Scrutiny amid Epic trial</b></p>\n<p>The developer conference comes weeks after Apple's blockbuster trial against Fortnite maker Epic Games, in which the 30% commission that Apple takes from developers was heavily scrutinized.</p>\n<p>\"In light of the controversy kicked up by the recent lawsuit with Epic, Apple will likely go out of its way to reassure the developer community that it has their best interests at heart,\" CCS Insight's Wood said.</p>\n<p>The conference was mentioned on the stand during the trial: An Apple executive revealed that the company spends $50 million a year to put WWDC together, in an effort to shore up its argument that it does a lot to support developers.</p>\n<p>\"We turn the place upside down for developers,\" Cook said during his testimony, citing the company's responsiveness to developer complaints.</p>\n<p>But Cook also acknowledged during his testimony that Apple's ultimate allegiance and priority is its users.</p>\n<p>\"We're making decisions in the best interests of the user,\" he said, \"and I think it's important to note that sometimes there's a conflict between what the developer may want and what the user may want.\"</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>Here's what to expect at Apple's WWDC 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\">\nHere's what to expect at Apple's WWDC this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 14:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/06/06/tech/apple-wwdc-2021-preview/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(CNN Business)Revamped MacBooks. Updated iMessage features. An overhaul of the iPad operating system.\nThese are among the announcements Apple (AAPL) may make this week during its Worldwide Developer ...</p>\n\n<a href=\"https://edition.cnn.com/2021/06/06/tech/apple-wwdc-2021-preview/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://edition.cnn.com/2021/06/06/tech/apple-wwdc-2021-preview/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184606456","content_text":"(CNN Business)Revamped MacBooks. Updated iMessage features. An overhaul of the iPad operating system.\nThese are among the announcements Apple (AAPL) may make this week during its Worldwide Developer Conference, a multi-day event that kicks off Monday. The annual event is typically a chance for the tech company to introduce changes to the software used everyday by millions of people.\neyond new gadgets and the introduction of iOS 15, WWDC will also be an opportunity for Apple to address its developer community in the midst of two major recent spats with app makers — a contentious legal battle with Fortnite-maker Epic Games over its App Store fees and a feud with Facebook (FB) over Apple's new app-tracking privacy policy.\nThis year, for the second time, Apple's WWDC will be held online, though there will still be plenty for developers to do virtually, including more than 200 sessions on how to build new apps and services.\nThe event begins with a keynote at 1 p.m. ET on Monday, June 7. Here's what to expect based on the latest reports and rumors.\nNew gadgets\nThe most significant hardware announcement expected during WWDC is the introduction of a redesigned 16-inch MacBook Pro, and possibly a 14-inch version, too, Bloomberg has reported.\nThe device — like other recent computer and iPad launches from the company — would likely be built with Apple's M1 chip, which it has said provides longer battery life and faster processing speeds, among other benefits. The new laptop could also bring back the popular MagSafe power connector, Ben Wood, chief analyst at CCS Insight, said in an email last week.\nAmong other hardware updates, Apple could announce a new version of its AirPods, a breakout product for the company but one that is facing increasing competition from the likes of Google and others.\n\"I'm sure Apple is aware of that competition\" and has plans to counter it, said Mike Bailey, director of research at FBB Capital Partners.\nFinally, the iPad could get major new operating system updates, after Apple introduced a new iPad Pro with its M1 chip last fall.\n\"We expect to see the lines between the Mac and the iPad continue to blur with powerful demos of high-performance video editing software and more,\" Wood said.\niMessage gets a social media makeover\nBased on the company's promotional materials for WWDC, a centerpiece of the event could be iMessage, the messaging service used by countless Apple device owners.\nThe iPhone maker has been working to make iMessage more like a social media platform that competes with Facebook's WhatsApp. Bloomberg reported that iOS 15 iMessage updates will include new options for automatic replies, beyond the existing auto-reply for when users are driving.\nThis could further inflame the tensions with Facebook that emerged over privacy.\nFocus on privacy\nIndustry watchers expect Apple to double down on its privacy focus during WWDC this year.\nAt last year's conference, Apple announced its iOS 14.5 update that now gives users the option to deny apps permission to track their activity, a move that has drawn the ire of Facebook, which uses this data to target ads. Analysts will be watching for any data from Apple on how many users have stopped sharing data with apps since the feature went into effect in April.\nThe company may also introduce even more ways for users to control what data they share with developers and app makers in the latest iOS update.\n\"We expect data privacy and security to be a main focus and theme of [CEO Tim] Cook's keynote as Apple solidifies its privacy policy with the iOS 15 unveil,\" Wedbush analyst Dan Ives said in an investor note last week.\nScrutiny amid Epic trial\nThe developer conference comes weeks after Apple's blockbuster trial against Fortnite maker Epic Games, in which the 30% commission that Apple takes from developers was heavily scrutinized.\n\"In light of the controversy kicked up by the recent lawsuit with Epic, Apple will likely go out of its way to reassure the developer community that it has their best interests at heart,\" CCS Insight's Wood said.\nThe conference was mentioned on the stand during the trial: An Apple executive revealed that the company spends $50 million a year to put WWDC together, in an effort to shore up its argument that it does a lot to support developers.\n\"We turn the place upside down for developers,\" Cook said during his testimony, citing the company's responsiveness to developer complaints.\nBut Cook also acknowledged during his testimony that Apple's ultimate allegiance and priority is its users.\n\"We're making decisions in the best interests of the user,\" he said, \"and I think it's important to note that sometimes there's a conflict between what the developer may want and what the user may want.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114692265,"gmtCreate":1623070995657,"gmtModify":1704195408120,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"all technology stocks&nbsp;","listText":"all technology stocks&nbsp;","text":"all technology stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/114692265","repostId":"1175731091","repostType":4,"repost":{"id":"1175731091","pubTimestamp":1623070181,"share":"https://www.laohu8.com/m/news/1175731091?lang=&edition=full","pubTime":"2021-06-07 20:49","market":"us","language":"en","title":"Here are Monday's biggest analyst calls of the day: Microsoft, GameStop, Apple, Bank of America & more","url":"https://stock-news.laohu8.com/highlight/detail?id=1175731091","media":"cnbc","summary":"KEY POINTSMorgan Stanley reiterates Microsoft as overweight.Wells Fargo reiterates Bank of America a","content":"<div>\n<p>KEY POINTSMorgan Stanley reiterates Microsoft as overweight.Wells Fargo reiterates Bank of America as a top pick.Piper Sandler reiterates Chipotle as a top pick.Morgan Stanley downgrades Progressive ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/mondays-stock-analyst-calls-microsoft-gamestop-apple-bofa-visa.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are Monday's biggest analyst calls of the day: Microsoft, GameStop, Apple, Bank of America & more</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are Monday's biggest analyst calls of the day: Microsoft, GameStop, Apple, Bank of America & more\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 20:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/07/mondays-stock-analyst-calls-microsoft-gamestop-apple-bofa-visa.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMorgan Stanley reiterates Microsoft as overweight.Wells Fargo reiterates Bank of America as a top pick.Piper Sandler reiterates Chipotle as a top pick.Morgan Stanley downgrades Progressive ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/mondays-stock-analyst-calls-microsoft-gamestop-apple-bofa-visa.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMG":"墨式烧烤","MSFT":"微软","PGR":"美国前进保险公司","ETSY":"Etsy, Inc.","AZO":"汽车地带","PTON":"Peloton Interactive, Inc.","V":"Visa","BAC":"美国银行","GME":"游戏驿站","AAPL":"苹果","COF":"第一资本"},"source_url":"https://www.cnbc.com/2021/06/07/mondays-stock-analyst-calls-microsoft-gamestop-apple-bofa-visa.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1175731091","content_text":"KEY POINTSMorgan Stanley reiterates Microsoft as overweight.Wells Fargo reiterates Bank of America as a top pick.Piper Sandler reiterates Chipotle as a top pick.Morgan Stanley downgrades Progressive to underweight from equal weight.Loop initiates coverage of Peloton as buy.Atlantic Equities initiates coverage of Etsy as overweight.Baird downgrades Capital One to neutral from outperform.Piper Sandler upgrades Visa to overweight from neutral.Wedbush reiterates GameStop as underperform.Deutsche Bank reiterates Apple as buy.Argus downgrades AutoZone to hold from buy.Here are the biggest calls on Wall Street on Monday:Morgan Stanley reiterates Microsoft as overweightMorgan Stanley restated its overweight rating onMicrosoftand said it saw an “attractive entry point.”“Durability of growth at scale and potential for further margin expansion remain key debates for investors. A thorough examination of these debates bolsters our confidence in an 18% 3-yr EPS CAGR, making the current 26X CY22e P/E multiple an attractive entry point for a top secular grower.”Wells Fargo reiterates Bank of America as a top pickWells Fargo restated the banking giant as a top pick and said it was a beneficiary from “technology and responsible growth.”“BACremains our #1 stock pick given its cyclical positioning to the recovery and structuralbenefits from technology and ‘responsible growth.’ … Continued visibility by the CEO In our view, BAC’s performance is night-and-day different vs. the last recession.”Piper Sandler reiterates Chipotle as a top pickPiper Sandler restated the Mexican chain restaurant as a top pick and said estimates “appear reasonable,” among other things.“We are reiteratingChipotleas our top pick for 2021 following our recent meeting with the company’s CEO and CFO at our 41st Annual Consumer Conference. Our maintained estimates appear reasonable (although perhaps not beatable absent higher-than-expected levels of pricing) given the pressures of the current operating environment.”Morgan Stanley downgrades Progressive to underweight from equal weightMorgan Stanley downgraded the insurance company and said it sees “margin erosion” as more consumers are driving.“AfterPGR’s high April core loss ratio, consensus is factoring in near term margin improvement vs. April. We disagree. People are driving again, at pre-Covid levels, which means more accident frequency.”Loop initiates coverage Peloton as buyLoop began its coverage of the exercise fitness company with a buy rating and said the issues surrounding its Treadmill would be “short-lived.”“PTONshares are down ~40% from the January highs, in large part due to the company’s voluntary recalls of the Tread and Tread+ and negative press around the safety of those products. Although we fully expect some impact from the recalls, we believe the impact will be short-lived and that management’s guidance likely bakes in an excessive amount of conservatism.”Atlantic Equities initiated coverage of Etsy as overweightAtlantic Equities started its coverage of the e-commerce company with an overweight rating and said it had a “unique digital retail growth story.”“We are initiating coverage onEtsywith an Overweight rating and a price target of $200, +22% from current levels. We see Etsy as a unique digital retail growth story, benefitting from a number of strong consumer trends, including the growth of digital commerce, and consumers’ growing desire for more meaningful consumption.”Baird downgrades Capital One to neutral from outperformBaird downgraded the financial and credit card company mainly on valuation.“While we have always feltCap Oneis one of the best risk-adjusted credit providers in the group, it’s fully reflected in the stock here, and we see limited upside.”Piper Sandler upgrades Visa to overweight from neutralPiper upgraded the credit card and payment company and said it sees improving U.S. travel trends among other things.“We expectVisato benefit more from a vaccine-driven U.S. recovery than Mastercard. Visa generated 45% of its pre-pandemic revenue from the United States, compared to only 32% for Mastercard.”Wedbush reiterates GameStop as underperformWedbush restated the retail video game store as underperform and said shares remain “disconnected from the fundamentals of the business” following the meme stock craze.“GameStopis well-positioned to be a primary beneficiary of the new console launches, and we remain quite optimistic of its return to profitability by FY:21. The short squeeze and retail investor enthusiasm seen in recent months have spiked the share price to levels that are disconnected from the fundamentals of the business.”Argus downgrades AutoZone to hold from buyArgus downgraded the auto parts company mainly on valuation.“AZOshares have surpassed our former target price of $1385 and appear fairly valued at current levels. The shares have outperformed over the past quarter, rising 18% compared to an 8% gain for the S&P 500. However, they have fallen about 9% since mid-May.”Deutsche Bank reiterates Apple as buyDeutsche Bank restated its buy rating on Apple and said it doesn’t expect any major announcements from the tech giant at its Worldwide Developers Conference this week.“With WWDC kicking off … we believe there will be a few key software/hardware announcements to keep an eye on. WhileAppledoes not always have hardware announcements during WWDC, based on news reports it seems that it is possible that Apple introduces larger MacBook Pro units using Apple silicon.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122958462,"gmtCreate":1624594556356,"gmtModify":1703841286937,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I have APPLE. want to try Amazon","listText":"I have APPLE. want to try Amazon","text":"I have APPLE. want to try Amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/122958462","repostId":"1198422658","repostType":4,"repost":{"id":"1198422658","pubTimestamp":1624533829,"share":"https://www.laohu8.com/m/news/1198422658?lang=&edition=full","pubTime":"2021-06-24 19:23","market":"us","language":"en","title":"Is Amazon Stock A Better Buy Than Apple Through 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198422658","media":"The Street","summary":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple  -Get Report and Amazon  -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig","content":"<blockquote>\n Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n</blockquote>\n<p>At first glance, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;and Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.</p>\n<p>But the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?</p>\n<p><b>AAPL and AMZN: same valuation?</b></p>\n<p>The P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.</p>\n<p>Amazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.</p>\n<p>By 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:</p>\n<ul>\n <li><b>Amazon</b>: 2025 EPS of $172.30, for a P/E of<b>20.4</b>times</li>\n <li><b>Apple</b>: fiscal 2025 EPS of $6.30, for a P/E of<b>21.2</b>times</li>\n</ul>\n<p>Given enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.</p>\n<p><b>Which is the best bet?</b></p>\n<p>If Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.</p>\n<p>From the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.</p>\n<p>Clearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.</p>\n<p>First, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.</p>\n<p>This is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.</p>\n<p>Regarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.</p>\n<p>In addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.</p>\n<p><img src=\"https://static.tigerbbs.com/0e59ae6a459751303dfd48c45ae47f99\" tg-width=\"700\" tg-height=\"199\" referrerpolicy=\"no-referrer\"><i>Figure 2: AMZN gross margin vs. operating margin.</i></p>\n<p><i>Stock Rover</i></p>\n<p><b>Twitter speaks</b></p>\n<p>Fun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?</p>\n<p><img src=\"https://static.tigerbbs.com/e56ed880cf0d62550fc0ee752a46efff\" tg-width=\"568\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Stock A Better Buy Than Apple Through 2025?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Stock A Better Buy Than Apple Through 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198422658","content_text":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, Apple (AAPL) -Get Report and Amazon (AMZN) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.\nBut the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?\nAAPL and AMZN: same valuation?\nThe P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.\nAmazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.\nBy 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:\n\nAmazon: 2025 EPS of $172.30, for a P/E of20.4times\nApple: fiscal 2025 EPS of $6.30, for a P/E of21.2times\n\nGiven enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.\nWhich is the best bet?\nIf Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.\nFrom the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.\nClearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.\nFirst, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.\nThis is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.\nRegarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.\nIn addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.\nFigure 2: AMZN gross margin vs. operating margin.\nStock Rover\nTwitter speaks\nFun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579326417741698","authorId":"3579326417741698","name":"小霖妹子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"Not sure how worth it","text":"Not sure how worth it","html":"Not sure how worth it"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170531962,"gmtCreate":1626441584956,"gmtModify":1703760220348,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TMV\">$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$</a>emmm bad performance&nbsp;","listText":"<a href=\"https://laohu8.com/S/TMV\">$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$</a>emmm bad performance&nbsp;","text":"$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$emmm bad performance","images":[{"img":"https://static.tigerbbs.com/350d9189b12d350387be14514a4fff23","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170531962","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":142545793,"gmtCreate":1626164364312,"gmtModify":1703754617795,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"wow[Miser]&nbsp;","listText":"wow[Miser]&nbsp;","text":"wow[Miser]","images":[{"img":"https://static.tigerbbs.com/239fdb76a861d5b6a43b390ca52c1a74","width":"1125","height":"2670"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/142545793","isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":148492436,"gmtCreate":1626000764625,"gmtModify":1703751808135,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TMV\">$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$</a>nice gain. keep it up!","listText":"<a href=\"https://laohu8.com/S/TMV\">$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$</a>nice gain. keep it up!","text":"$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$nice gain. keep it up!","images":[{"img":"https://static.tigerbbs.com/a85070a8452bab33b95692bc5dd33c8f","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/148492436","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":152409998,"gmtCreate":1625320527314,"gmtModify":1703740402424,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"which one to go for? FB?","listText":"which one to go for? FB?","text":"which one to go for? FB?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152409998","repostId":"1140994998","repostType":4,"repost":{"id":"1140994998","pubTimestamp":1625286969,"share":"https://www.laohu8.com/m/news/1140994998?lang=&edition=full","pubTime":"2021-07-03 12:36","market":"us","language":"en","title":"5 of the Best Tech Stocks to Buy for July","url":"https://stock-news.laohu8.com/highlight/detail?id=1140994998","media":"yahoo","summary":"Tech stocks are back on the upswing.\nIt was a rough spring for the technology sector, as traders ins","content":"<p>Tech stocks are back on the upswing.</p>\n<p>It was a rough spring for the technology sector, as traders instead turned their attention to reopening stocks along withcryptocurrenciesand meme plays. However, now crypto has plunged and reopening stocks are taking on water as well amid a surge in COVID-19 virus variants.</p>\n<p>A recent Federal Reserve decision caused a big swing in interest rates, which has led to investors selling value stocks and buying growth stocks instead. As if that weren't enough, tech got another boost this week as a federal court blocked a key antitrust lawsuit against <a href=\"https://laohu8.com/S/FB\">Facebook</a> (ticker:FB). This has seemingly given the green light to other large tech companies to keep expanding their businesses as well. With all that in place, this is shaping up to be a good summer for tech stocks, including these five in particular:</p>\n<ul>\n <li><a href=\"https://laohu8.com/S/FB\">Facebook</a> (FB)</li>\n <li><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> (GOOG,GOOGL)</li>\n <li><a href=\"https://laohu8.com/S/BLKB\">Blackbaud</a> (BLKB)</li>\n <li><a href=\"https://laohu8.com/S/JKHY\">Jack Henry &amp; Associates</a> (JKHY)</li>\n <li><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a> (TXN)</li>\n</ul>\n<p><b>Facebook (FB)</b></p>\n<p>In late June, a federal court dismissed antitrust charges against Facebook. The Federal Trade Commission (FTC) had claimed that Facebook was acting as a monopoly in social media. The FTC, if it had its way, would have tried to force Facebook to divest its other pivotal holdings, including WhatsApp and Instagram, to create a more competitive social media landscape.</p>\n<p>However, the federal court said the FTC failed to prove that Facebook was a monopoly. Facebook stock popped on the news and topped a $1 trillion valuation for the first time.</p>\n<p>Arguably, however, the stock should be up a lot more. Shares are still trading for just 23 times forward earnings while analysts forecast nearly 20% annual revenue growth in 2022 and 2023. Now, with the threat of government intervention gone, Facebook is even more compelling.</p>\n<p><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> (GOOG,GOOGL)</b></p>\n<p>The court's ruling has broader implications. While Facebook was the target in that case, it's no secret that regulators have been looking at most of the tech titans as potential monopolies, perhaps none more than Alphabet.</p>\n<p>Google's search business has massive market share in online advertising. And the search business is hooked into its operating system and applications such as Gmail to extend its reach. Google's other ventures, such asself-driving carsubsidiary Waymo, could extend Google's domain into next-generation technology as well.</p>\n<p>In announcing a lawsuit against Alphabet last year, Texas' attorney general said that \"if the free market were a baseball game, Google positioned itself as the pitcher, the batter and the umpire.\" Now, however, with Facebook clear of antitrust concerns, it sets a precedent for Google to avoid a major regulatory punishment as well.</p>\n<p>Alphabet stock isn't as cheap as Facebook, but at 26 times forward earnings and approximately 15% projected annual revenue growth, it has earned its spot as <a href=\"https://laohu8.com/S/AONE\">one</a> of the best tech stocks to buy now.</p>\n<p><b>Blackbaud (BLKB)</b></p>\n<p>Blackbaud is a software company focused on charitable organization and K-12 schools. Its primary business is in providing software for charities to receive payments and manage their relationships with donors. The company estimates that 25% of charitable giving in 2020 occurred via Blackbaud's platform.</p>\n<p>Charitable giving was disrupted in 2020 due to the pandemic, though some organizations saw an uptick in activity as people donated in the wake of the twin tragedies of theeconomic recessionand health crisis. Still, 2020 wasn't a great year for Blackbaud. More broadly, Blackbaud has been in transition from on-premise software to a subscription cloud offering.</p>\n<p>Such transitions in tech stocks are often met with stock price weakness as investors grapple with less upfront revenue from the subscription model. That creates opportunity now, however, to buy a leading niche software player at less than 26 times forward earnings with a reopening tailwind as charities can start having in-person events once again.</p>\n<p><b>Jack Henry (JKHY)</b></p>\n<p>Jack Henry is a leading payment processing and informationtechnology company; its main clients are banks and credit unions. The company has an extremely stable business that barely missed a beat even during the financial crisis. Since then, Jack Henry stock has gone up more than 500% thanks to steady growth in the overall demand for payments and financial services.</p>\n<p>That said, Jack Henry stock has gone flat as investors fret over the health of the banking and financial system in the COVID-19 era. More recently, it has become apparent that credit-quality concerns didn't end up causing much material harm to banks. As the economy is picking up in 2021, the banks are roaring back; financials have been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the top-performing sectors this year.</p>\n<p>With that risk now off the table, Jack Henry is primed to follow suit and blast off to new all-time highs. In addition, the company earns a significant chunk of high-margin business from mergers and acquisitions (M&amp;A) activity in the banking sector. Withbank stockssoaring, M&amp;A is on the rise, and this should directly boost Jack Henry's earnings.</p>\n<p><b>Texas Instruments (TXN)</b></p>\n<p>Texas Instruments is the leader in analogsemiconductor chips. This is a business that focuses on taking real-world parameters such as weather information and converting it into data for digital use. This line of chips is increasingly important as the Internet of Things grows and more devices than ever are online.</p>\n<p>Texas Instruments is making a particularly big push in smart cars, and should sell a large chunk of the chipsets that end up going into autonomous vehicles. In late June, Texas Instruments also announced that it's buying a fabricating unit in Utah from <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> (MU) for $900 million as the company continues to execute on its growth plan.</p>\n<p>Texas Instruments is benefiting from the current semiconductor shortage, which puts it in a good position for better pricing and profit margins going forward. The company has a prodigious growth record, having tripled its earnings per share over the past decade. Now, it trades for just 24 times forward earnings, which is quite reasonable in a bull market for the industry.</p>","source":"lsy1584348713084","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 of the Best Tech Stocks to Buy for July</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\">\n5 of the Best Tech Stocks to Buy for July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 12:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/5-best-tech-stocks-buy-171937180.html><strong>yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks are back on the upswing.\nIt was a rough spring for the technology sector, as traders instead turned their attention to reopening stocks along withcryptocurrenciesand meme plays. However, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/5-best-tech-stocks-buy-171937180.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BLKB":"布莱克波特科技","JKHY":"杰克亨利","GOOG":"谷歌","GOOGL":"谷歌A","TXN":"德州仪器"},"source_url":"https://finance.yahoo.com/news/5-best-tech-stocks-buy-171937180.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140994998","content_text":"Tech stocks are back on the upswing.\nIt was a rough spring for the technology sector, as traders instead turned their attention to reopening stocks along withcryptocurrenciesand meme plays. However, now crypto has plunged and reopening stocks are taking on water as well amid a surge in COVID-19 virus variants.\nA recent Federal Reserve decision caused a big swing in interest rates, which has led to investors selling value stocks and buying growth stocks instead. As if that weren't enough, tech got another boost this week as a federal court blocked a key antitrust lawsuit against Facebook (ticker:FB). This has seemingly given the green light to other large tech companies to keep expanding their businesses as well. With all that in place, this is shaping up to be a good summer for tech stocks, including these five in particular:\n\nFacebook (FB)\nAlphabet (GOOG,GOOGL)\nBlackbaud (BLKB)\nJack Henry & Associates (JKHY)\nTexas Instruments (TXN)\n\nFacebook (FB)\nIn late June, a federal court dismissed antitrust charges against Facebook. The Federal Trade Commission (FTC) had claimed that Facebook was acting as a monopoly in social media. The FTC, if it had its way, would have tried to force Facebook to divest its other pivotal holdings, including WhatsApp and Instagram, to create a more competitive social media landscape.\nHowever, the federal court said the FTC failed to prove that Facebook was a monopoly. Facebook stock popped on the news and topped a $1 trillion valuation for the first time.\nArguably, however, the stock should be up a lot more. Shares are still trading for just 23 times forward earnings while analysts forecast nearly 20% annual revenue growth in 2022 and 2023. Now, with the threat of government intervention gone, Facebook is even more compelling.\nAlphabet (GOOG,GOOGL)\nThe court's ruling has broader implications. While Facebook was the target in that case, it's no secret that regulators have been looking at most of the tech titans as potential monopolies, perhaps none more than Alphabet.\nGoogle's search business has massive market share in online advertising. And the search business is hooked into its operating system and applications such as Gmail to extend its reach. Google's other ventures, such asself-driving carsubsidiary Waymo, could extend Google's domain into next-generation technology as well.\nIn announcing a lawsuit against Alphabet last year, Texas' attorney general said that \"if the free market were a baseball game, Google positioned itself as the pitcher, the batter and the umpire.\" Now, however, with Facebook clear of antitrust concerns, it sets a precedent for Google to avoid a major regulatory punishment as well.\nAlphabet stock isn't as cheap as Facebook, but at 26 times forward earnings and approximately 15% projected annual revenue growth, it has earned its spot as one of the best tech stocks to buy now.\nBlackbaud (BLKB)\nBlackbaud is a software company focused on charitable organization and K-12 schools. Its primary business is in providing software for charities to receive payments and manage their relationships with donors. The company estimates that 25% of charitable giving in 2020 occurred via Blackbaud's platform.\nCharitable giving was disrupted in 2020 due to the pandemic, though some organizations saw an uptick in activity as people donated in the wake of the twin tragedies of theeconomic recessionand health crisis. Still, 2020 wasn't a great year for Blackbaud. More broadly, Blackbaud has been in transition from on-premise software to a subscription cloud offering.\nSuch transitions in tech stocks are often met with stock price weakness as investors grapple with less upfront revenue from the subscription model. That creates opportunity now, however, to buy a leading niche software player at less than 26 times forward earnings with a reopening tailwind as charities can start having in-person events once again.\nJack Henry (JKHY)\nJack Henry is a leading payment processing and informationtechnology company; its main clients are banks and credit unions. The company has an extremely stable business that barely missed a beat even during the financial crisis. Since then, Jack Henry stock has gone up more than 500% thanks to steady growth in the overall demand for payments and financial services.\nThat said, Jack Henry stock has gone flat as investors fret over the health of the banking and financial system in the COVID-19 era. More recently, it has become apparent that credit-quality concerns didn't end up causing much material harm to banks. As the economy is picking up in 2021, the banks are roaring back; financials have been one of the top-performing sectors this year.\nWith that risk now off the table, Jack Henry is primed to follow suit and blast off to new all-time highs. In addition, the company earns a significant chunk of high-margin business from mergers and acquisitions (M&A) activity in the banking sector. Withbank stockssoaring, M&A is on the rise, and this should directly boost Jack Henry's earnings.\nTexas Instruments (TXN)\nTexas Instruments is the leader in analogsemiconductor chips. This is a business that focuses on taking real-world parameters such as weather information and converting it into data for digital use. This line of chips is increasingly important as the Internet of Things grows and more devices than ever are online.\nTexas Instruments is making a particularly big push in smart cars, and should sell a large chunk of the chipsets that end up going into autonomous vehicles. In late June, Texas Instruments also announced that it's buying a fabricating unit in Utah from Micron Technology (MU) for $900 million as the company continues to execute on its growth plan.\nTexas Instruments is benefiting from the current semiconductor shortage, which puts it in a good position for better pricing and profit margins going forward. The company has a prodigious growth record, having tripled its earnings per share over the past decade. Now, it trades for just 24 times forward earnings, which is quite reasonable in a bull market for the industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186510950,"gmtCreate":1623509494370,"gmtModify":1704205311219,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"increase a lot","listText":"increase a lot","text":"increase a lot","images":[{"img":"https://static.tigerbbs.com/fef7a7901e20f5b6437d95f9ca601951","width":"1125","height":"2497"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/186510950","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188915578,"gmtCreate":1623419258694,"gmtModify":1704203142610,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"that's too bad","listText":"that's too bad","text":"that's too bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/188915578","repostId":"1159804717","repostType":4,"repost":{"id":"1159804717","pubTimestamp":1623409946,"share":"https://www.laohu8.com/m/news/1159804717?lang=&edition=full","pubTime":"2021-06-11 19:12","market":"us","language":"en","title":"The great value rotation in the stock market could be over already as investors embrace tech again","url":"https://stock-news.laohu8.com/highlight/detail?id=1159804717","media":"cnbc","summary":"Is the great value rotation over?\nThe S&P 500 is at an historic high, but investors who earlier this","content":"<div>\n<p>Is the great value rotation over?\nThe S&P 500 is at an historic high, but investors who earlier this year overweighted their portfolios into reopening stocks likeCaterpillarand banks, and away from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/the-great-value-rotation-in-the-stock-market-could-be-over-already-as-investors-embrace-tech-again.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The great value rotation in the stock market could be over already as investors embrace tech again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe great value rotation in the stock market could be over already as investors embrace tech again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 19:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/11/the-great-value-rotation-in-the-stock-market-could-be-over-already-as-investors-embrace-tech-again.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the great value rotation over?\nThe S&P 500 is at an historic high, but investors who earlier this year overweighted their portfolios into reopening stocks likeCaterpillarand banks, and away from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/the-great-value-rotation-in-the-stock-market-could-be-over-already-as-investors-embrace-tech-again.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.cnbc.com/2021/06/11/the-great-value-rotation-in-the-stock-market-could-be-over-already-as-investors-embrace-tech-again.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1159804717","content_text":"Is the great value rotation over?\nThe S&P 500 is at an historic high, but investors who earlier this year overweighted their portfolios into reopening stocks likeCaterpillarand banks, and away from tech and other growth stocks, appear to be rethinking that strategy.\nMany of the companies associated with the \"reopening\" trade topped out in April or early May:\n\nNow, a final leg of the so-called \"value\" trade is also cracking this week: banks.\n\nInvestors instead have begun rotating back into old-school growth stocks.\nThursday saw new highs inCisco,Alphabet, andIBMbut perhaps more importantly formerly deeply out of favor speculative growth stocks, many of them associated with Cathie Wood’s ARK funds, have begun rebounding:\n\nThe changing market narrative\nWhat’s going on?\nThe market narrative is changing. The narrative in the first quarter was that the reopening would be very strong, bond yields would move up, and inflation may be an issue later in the year.\nThis was only partially correct. The reopening has been strong, but bond yields have come down, not up, as investors have come to believe: 1) that inflation and supply chain issues may indeed be “transitory,” or temporary, as the Federal Reserve has insisted, and 2) that the second and third quarter is the top in earnings and economic growth.\n“The value trade is unwinding, and the growth bulls are winning,” Alec Young, chief investment officer at Tactical Alpha, told me. “Bond yields are a proxy on the growth outlook,” he told me, noting that bond investors see moderating inflation and a slower rate of growth (though still positive) in the second half of the year.\nThe result: Investors are staying in the market, but they are rotating into defensives (health care) and growth (technology). Formerly crowded trades like cyclicals and banks that are associated with the “value trade” are now retreating.\nWhy would investors rotate into growth stocks if growth is slowing?\n“Value is a more economically sensitive sector because value is weighted toward Industrials, Energy, Materials, and small caps,” Young said.\n“Early in the economic cycle, coming out of a recession, there is more earnings leverage from value stocks, so they are a better investment,” he added.\n“The problem is that everything has been compressed,” Young said. “We went into a recession really fast, and we came out of it fast, partly due to all the stimulus. Growth stocks now offer more reliable growth and are less subject to the vagaries of the economic cycle.”\nGoldman Sachs’ Ben Snider and David Kostin, in a recent note to clients, agreed: “History, valuations, positioning, and economic deceleration indicate that most of the rotation [from growth to value] is behind us,” they said.\nBecause this was a “crowded” (overweight) trade, Goldman suggested that many players are likely caught offsides: “Mutual funds are overweight Value to a larger degree than any time in our eight-year data history,” they said. “Hedge funds remain tilted toward Growth, but that tilt has recently fallen sharply and now ranks as the lowest in over five years.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135090750,"gmtCreate":1622120699170,"gmtModify":1704179813676,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>great&nbsp;","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>great&nbsp;","text":"$Walt Disney(DIS)$great","images":[{"img":"https://static.tigerbbs.com/eb8e62978d2c53ad8d48d48aba0609b7","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/135090750","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":891197227,"gmtCreate":1628346062669,"gmtModify":1703505284105,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XLV\">$Health Care Select Sector SPDR Fund(XLV)$</a>[What]&nbsp;[What]&nbsp;","listText":"<a href=\"https://laohu8.com/S/XLV\">$Health Care Select Sector SPDR Fund(XLV)$</a>[What]&nbsp;[What]&nbsp;","text":"$Health Care Select Sector SPDR Fund(XLV)$[What] [What]","images":[{"img":"https://static.tigerbbs.com/67f9b4d38c5e282963429d6706f6b8a1","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891197227","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":807473223,"gmtCreate":1628053679662,"gmtModify":1703500360150,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XLV\">$Health Care Select Sector SPDR Fund(XLV)$</a>up up up","listText":"<a href=\"https://laohu8.com/S/XLV\">$Health Care Select Sector SPDR Fund(XLV)$</a>up up up","text":"$Health Care Select Sector SPDR Fund(XLV)$up up up","images":[{"img":"https://static.tigerbbs.com/f56d7eceaf61430b1faffbe160e2cb53","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807473223","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":174798930,"gmtCreate":1627136228320,"gmtModify":1703484693541,"author":{"id":"3581811291499435","authorId":"3581811291499435","name":"peggy85","avatar":"https://static.tigerbbs.com/e664ba5e10199decb88d9dc807352693","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TMV\">$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$</a>when can come back&nbsp;","listText":"<a href=\"https://laohu8.com/S/TMV\">$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$</a>when can come back&nbsp;","text":"$Direxion Daily 20+ Year Treasury Bear 3X Shares(TMV)$when can come back","images":[{"img":"https://static.tigerbbs.com/9007fabb615d7f8db591b34bd4db5b64","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174798930","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}