Grimp personal page - To The Moon

Grimp

Grimp

No personal profile

17Follow

0Followers

0Topic

0Badge

2021-04-21

When is the dip :)

Pinterest: Buy The Dip

2021-04-19

Because seeing the amount of money you have isuneasy. Earn or get scammed.

Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?

2021-04-19

Isn’t delta better?

Don’t Be Too Quick to Book American Airlines in Your Portfolio

2021-04-22

Speculating, following unless you are prepared tolose the amount otherwise dun.

Dogecoin army’s campaign to drive crypto to $1 was a bust — so why are the bulls feeling vindicated?

2021-04-21

Sounds good on ocean digital

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3581895154360847","uuid":"3581895154360847","gmtCreate":1618801222563,"gmtModify":1618804595408,"name":"Grimp","pinyin":"grimp","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/539f31e0708be89716bcdba0a14a4412","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":17,"tweetSize":5,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.10.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":378789093,"gmtCreate":1619061243812,"gmtModify":1704719042388,"author":{"id":"3581895154360847","authorId":"3581895154360847","name":"Grimp","avatar":"https://static.tigerbbs.com/539f31e0708be89716bcdba0a14a4412","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581895154360847","authorIdStr":"3581895154360847"},"themes":[],"htmlText":"Speculating, following unless you are prepared tolose the amount otherwise dun.&nbsp;","listText":"Speculating, following unless you are prepared tolose the amount otherwise dun.&nbsp;","text":"Speculating, following unless you are prepared tolose the amount otherwise dun.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378789093","repostId":"1107502469","repostType":4,"repost":{"id":"1107502469","pubTimestamp":1619060186,"share":"https://ttm.financial/m/news/1107502469?lang=&edition=fundamental","pubTime":"2021-04-22 10:56","market":"us","language":"en","title":"Dogecoin army’s campaign to drive crypto to $1 was a bust — so why are the bulls feeling vindicated?","url":"https://stock-news.laohu8.com/highlight/detail?id=1107502469","media":"MarketWatch","summary":"It was a dollar or bust for the dogecoin community on Wednesday — and now it seems that dogecoin fan","content":"<p>It was a dollar or bust for the dogecoin community on Wednesday — and now it seems that dogecoin fanatics have been left with only the bust. However, a failed attempt at producing an epic rally in doge doesn’t seem to have deflated the staunchest supporters of the parody coin.</p>\n<p>A social-media initiative to drive dogecoin to the $1 level for the first time ended the way it was most likely to, according to skeptics.</p>\n<p>DogecoinDOGEUSD,-5.25%was last changing hands on CoinDesk at about 31 cents on Wednesday, down 15% on the day, and off more than 30% from a peak of 45.05 cents put in on April 16.</p>\n<p>Wednesday’s trading action comes after Tuesday’s campaign fell about 70 cents shy of its ambitious goal. Dogecoin fans on social sites Reddit and Discord, using hashtags #DogeDay and #Doge420, aimed to promote the day for the crypto as “Doge Day,” in an effort to help propel the surging crypto into the stratosphere, adding to the asset’s already spectacular gains of 2021.</p>\n<p>Indeed, dogecoin owners have enjoyed a parabolic surge in the so-called meme asset that was engineered back in 2013 as a lighthearted riff on the bitcoinBTCUSD,-2.17%phenomenon. It is up around 6,500% so far this year. By comparison, gold futuresGC00,+0.04%are down some 5.5% in 2021, while the Dow Jones Industrial AverageDJIA,+0.93%and the S&amp;P 500SPX,+0.93%are both up by around 11%.</p>\n<p>Put another way, $1,000 invested in dogecoin at the start of the year would be worth over $57,000, based on MarketWatch’s calculation of a starting price of 0.005405 cent for dogecoin and a roughly 31 cent trading price now.</p>\n<p>Still, fans of dogecoin have ignored warnings from skeptics who point to the dangers of investing in an asset that doesn’t boast the utility or “store of value” concepts linked to bitcoin and Ethereum’s EtherETHUSD,+0.34%.</p>\n<p>On Redditor using the handle EthereumDreamexplained why dogecoinisn’t considered to be in the same league as Ether or bitcoin:</p>\n<blockquote>\n Bitcoin has a supply limit. No coins can ever be added above 21 million, so it is considered a good store of value. Unlike Bitcoin, Dogecoin is inflationary and has no supply limit. Each minute, 10,000 Doge is added into the network. At this rate, miners add more than 5 billion coins per year.\n</blockquote>\n<p>On Reddit’s r/dogecoin chat forum, meanwhile, bullish investors were still touting the fact that the crypto was trading at 30 cents, compared with less than a penny at the start of 2021.</p>\n<p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dogecoin army’s campaign to drive crypto to $1 was a bust — so why are the bulls feeling vindicated?</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\">\nDogecoin army’s campaign to drive crypto to $1 was a bust — so why are the bulls feeling vindicated?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/dogecoin-armys-campaign-to-drive-crypto-to-1-was-a-bustso-why-do-bulls-still-feel-vindicated-11619024046?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It was a dollar or bust for the dogecoin community on Wednesday — and now it seems that dogecoin fanatics have been left with only the bust. However, a failed attempt at producing an epic rally in ...</p>\n\n<a href=\"https://www.marketwatch.com/story/dogecoin-armys-campaign-to-drive-crypto-to-1-was-a-bustso-why-do-bulls-still-feel-vindicated-11619024046?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/dogecoin-armys-campaign-to-drive-crypto-to-1-was-a-bustso-why-do-bulls-still-feel-vindicated-11619024046?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107502469","content_text":"It was a dollar or bust for the dogecoin community on Wednesday — and now it seems that dogecoin fanatics have been left with only the bust. However, a failed attempt at producing an epic rally in doge doesn’t seem to have deflated the staunchest supporters of the parody coin.\nA social-media initiative to drive dogecoin to the $1 level for the first time ended the way it was most likely to, according to skeptics.\nDogecoinDOGEUSD,-5.25%was last changing hands on CoinDesk at about 31 cents on Wednesday, down 15% on the day, and off more than 30% from a peak of 45.05 cents put in on April 16.\nWednesday’s trading action comes after Tuesday’s campaign fell about 70 cents shy of its ambitious goal. Dogecoin fans on social sites Reddit and Discord, using hashtags #DogeDay and #Doge420, aimed to promote the day for the crypto as “Doge Day,” in an effort to help propel the surging crypto into the stratosphere, adding to the asset’s already spectacular gains of 2021.\nIndeed, dogecoin owners have enjoyed a parabolic surge in the so-called meme asset that was engineered back in 2013 as a lighthearted riff on the bitcoinBTCUSD,-2.17%phenomenon. It is up around 6,500% so far this year. By comparison, gold futuresGC00,+0.04%are down some 5.5% in 2021, while the Dow Jones Industrial AverageDJIA,+0.93%and the S&P 500SPX,+0.93%are both up by around 11%.\nPut another way, $1,000 invested in dogecoin at the start of the year would be worth over $57,000, based on MarketWatch’s calculation of a starting price of 0.005405 cent for dogecoin and a roughly 31 cent trading price now.\nStill, fans of dogecoin have ignored warnings from skeptics who point to the dangers of investing in an asset that doesn’t boast the utility or “store of value” concepts linked to bitcoin and Ethereum’s EtherETHUSD,+0.34%.\nOn Redditor using the handle EthereumDreamexplained why dogecoinisn’t considered to be in the same league as Ether or bitcoin:\n\n Bitcoin has a supply limit. No coins can ever be added above 21 million, so it is considered a good store of value. Unlike Bitcoin, Dogecoin is inflationary and has no supply limit. Each minute, 10,000 Doge is added into the network. At this rate, miners add more than 5 billion coins per year.\n\nOn Reddit’s r/dogecoin chat forum, meanwhile, bullish investors were still touting the fact that the crypto was trading at 30 cents, compared with less than a penny at the start of 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378113147,"gmtCreate":1619009996189,"gmtModify":1704718222608,"author":{"id":"3581895154360847","authorId":"3581895154360847","name":"Grimp","avatar":"https://static.tigerbbs.com/539f31e0708be89716bcdba0a14a4412","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581895154360847","authorIdStr":"3581895154360847"},"themes":[],"htmlText":"When is the dip :)","listText":"When is the dip :)","text":"When is the dip :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/378113147","repostId":"1199672346","repostType":4,"repost":{"id":"1199672346","pubTimestamp":1619009438,"share":"https://ttm.financial/m/news/1199672346?lang=&edition=fundamental","pubTime":"2021-04-21 20:50","market":"us","language":"en","title":"Pinterest: Buy The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1199672346","media":"seekingalpha","summary":"Summary\n\nPinterest stock recently took a significant tumble.\nMy sense is the drop is short-sighted a","content":"<p><b>Summary</b></p>\n<ul>\n <li>Pinterest stock recently took a significant tumble.</li>\n <li>My sense is the drop is short-sighted and overblown.</li>\n <li>I am an owner and am adding to my position through options.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/468c82bbb8c254c24e65b0b9edc0857f\" tg-width=\"1536\" tg-height=\"1025\"><span>Photo by franckreporter/iStock Unreleased via Getty Images</span></p>\n<p>About a year ago, I penned an article, \"Pinterest: It's Worth Your Interest.\" It is an understatement to say a lot has changed since that time. The company's stock has experienced swings that make the volatility of the overall market seem like child's play. The most recent development with Pinterest (PINS) came last week when Cleveland Research sounded a bearish note&nbsp;referencing&nbsp;some partners reporting a deceleration from Q4 levels. In the balance of the article, I will draw out why I believe the recent 13% 2-day drop represents a buying opportunity and what I am doing about it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bc335c705d7d69dd0f57c36362b0fea\" tg-width=\"635\" tg-height=\"403\"><span>Two-day price action: Pinterest</span></p>\n<p><b>Price and Performance</b></p>\n<p>In one sense, investors, who bought just before the \"shelter in place\" orders became widespread, have to be pretty happy as the stock is up fourfold in that time. Yet, this rapid rise in price does not seem to be the result of \"irrational exuberance\". Rather, as you can see below, the price action has almost perfectly mirrored the increases the company has seen in revenue and net income over the last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89b6ca8e9f209b486a8515e1013d6c64\" tg-width=\"635\" tg-height=\"436\"><span>Revenue, Income, and Stock Price Appreciation: Pinterest</span></p>\n<p><b>Optimism Remains</b></p>\n<p>Certainly, striking an optimistic note 13 months ago when the stock was trading at $18/share and buying today are vastly different things. I took a decent dive into the financial metrics and direction of the company to convince myself. However, after considering margin momentum, balance sheet health, consistency of earnings beats, and earnings growth projections, my optimism remains, even at $72/share.</p>\n<p><b>The Red Flag Was Really Yellow, Maybe Light Yellow</b></p>\n<p>On Friday, Jason Aycock of Seeking Alpha published a&nbsp;brief release&nbsp;noting that Cleveland Research sees a weak end to the quarter. Actually, the release wasn't even that bearish - the title was - but that headline sent the stock plunging almost immediately. It is worth noting that Aycock's last note stated that the same agencies who noted softness are actually optimistic about Pinterest's long-term prospects. In a tiny release, there was short-term pessimism with long-term optimism. Nothing, in my mind, to precipitate a 13% 2-day plunge.</p>\n<p>So, what does it all mean? Well, first let's acknowledge the stock has had a huge run-up and certainly cannot be expected to keep that pace of appreciation forever. Hey, the stock is not cheap. It is trading at 92 times forward earnings and a pause or a pullback was inevitable. At the same time, even Aycock's report was more neutral than bearish and there are no tangible numbers being thrown around to signal an end to the growth story. The company still has a popular platform with significant international growth that effectively targets&nbsp;the demographic&nbsp;(25-54-year-old females) responsible for 80% of household purchase decisions.</p>\n<p><b>Metrics That Matter</b></p>\n<p>With any growth company, I pay close attention to margin momentum and the cost of revenue. In very simple terms, I like to know how many dollars the company is spending to bring in a dollar of revenue. I also like to know what direction that metric is trending. Part of that answer is shown below as margins have essentially doubled in the last 12 months.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c6ca8812559560b0ea970dff3445a0b\" tg-width=\"640\" tg-height=\"484\"><span>Source: Pinterest Investor Day Presentation</span></p>\n<p>Diving a little further into specifics, we see that almost every major expense category, as it relates to sales, has declined significantly in the last 12 months. General administrative expenses have held serve while revenue has clearly outpaced sales, marketing, and R&amp;D expenses.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0abf8b3c62f9c775e5f02b0d65d0773d\" tg-width=\"640\" tg-height=\"456\"><span>Source: Pinterest Investor Day Presentation</span></p>\n<p>Finally, from an investor standpoint, I think a couple of other metrics are worth considering. With any young fast-growing company, I think it is worthwhile to pay attention to the company's path to profitability as well as its financial fortitude. The first part of that equation is already in the books as the company is already profitable. Secondly, for a growth company, Pinterest sports a very healthy balance sheet. Growth is not bleeding cash. In fact, Pinterest is debt-free and has been steadily increasing its cash position.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd84d88ae9579f85a80283b8d697b953\" tg-width=\"635\" tg-height=\"464\"><span>Data by YCharts</span></p>\n<p><b>Microsoft - \"I'm Good\"</b></p>\n<p>Adding to my comfort level is that according to Forbes Magazine, Microsoft (MSFT) tried to buy Pinterest for $51 billion at the beginning of the year. That number represents about a 10% premium to today's stock price. When management essentially responded with a \"No, I'm good\", the obvious conclusion is that management feels its company is worth more than the offering price.</p>\n<p><b>Growth... and Value?</b></p>\n<p>Pinterest has been in rapid growth mode for the last two years and while that growth will inevitably slow, growth projections for the next 3-5 years are still above average. How does that jive with the share price? Well, one metric I often utilize is EPS estimates two years out. With that as a measuring stick, Pinterest is showing a two-year forward PE projection of 35.24. While that is not necessarily cheap, it does not seem overpriced either. A quick comparison to PayPal (PYPL) and Square (SQ) shows that Pinterest trades at a slight discount to PayPal and about a third of the valuation of Square. I do understand that these are not apples-to-apples comparisons, but one could reasonably argue that Pinterest has an even better chance to meet or exceed growth projections than the other companies in the chart.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18866548e804b71093bb13ce8ba5a9d8\" tg-width=\"635\" tg-height=\"487\"><span>Forward Estimates for Pinterest, Square, and PayPal</span></p>\n<p><b>How I'm Playing It</b></p>\n<p>With its current valuation and unique social media niche, I believe that Pinterest has a better than average chance of beating or exceeding expectations over the next 3-5 years. As such, I see the stock as sitting somewhere between fairly priced and being a bargain. I already have a modest position in the stock. I have utilized the price drop to take a couple of options positions. The most recent position was one this morning in which I sold a one-week $69.50 call for $1.40, representing a potential cost basis of $68.10. In the end, I believe that Pinterest, at its current price, represents a solid long-term opportunity with compelling options plays right now.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pinterest: Buy The Dip</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\">\nPinterest: Buy The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 20:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420218-pinterest-stock-pins-buy-the-dip><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPinterest stock recently took a significant tumble.\nMy sense is the drop is short-sighted and overblown.\nI am an owner and am adding to my position through options.\n\nPhoto by franckreporter/...</p>\n\n<a href=\"https://seekingalpha.com/article/4420218-pinterest-stock-pins-buy-the-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc."},"source_url":"https://seekingalpha.com/article/4420218-pinterest-stock-pins-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199672346","content_text":"Summary\n\nPinterest stock recently took a significant tumble.\nMy sense is the drop is short-sighted and overblown.\nI am an owner and am adding to my position through options.\n\nPhoto by franckreporter/iStock Unreleased via Getty Images\nAbout a year ago, I penned an article, \"Pinterest: It's Worth Your Interest.\" It is an understatement to say a lot has changed since that time. The company's stock has experienced swings that make the volatility of the overall market seem like child's play. The most recent development with Pinterest (PINS) came last week when Cleveland Research sounded a bearish note referencing some partners reporting a deceleration from Q4 levels. In the balance of the article, I will draw out why I believe the recent 13% 2-day drop represents a buying opportunity and what I am doing about it.\nTwo-day price action: Pinterest\nPrice and Performance\nIn one sense, investors, who bought just before the \"shelter in place\" orders became widespread, have to be pretty happy as the stock is up fourfold in that time. Yet, this rapid rise in price does not seem to be the result of \"irrational exuberance\". Rather, as you can see below, the price action has almost perfectly mirrored the increases the company has seen in revenue and net income over the last year.\nRevenue, Income, and Stock Price Appreciation: Pinterest\nOptimism Remains\nCertainly, striking an optimistic note 13 months ago when the stock was trading at $18/share and buying today are vastly different things. I took a decent dive into the financial metrics and direction of the company to convince myself. However, after considering margin momentum, balance sheet health, consistency of earnings beats, and earnings growth projections, my optimism remains, even at $72/share.\nThe Red Flag Was Really Yellow, Maybe Light Yellow\nOn Friday, Jason Aycock of Seeking Alpha published a brief release noting that Cleveland Research sees a weak end to the quarter. Actually, the release wasn't even that bearish - the title was - but that headline sent the stock plunging almost immediately. It is worth noting that Aycock's last note stated that the same agencies who noted softness are actually optimistic about Pinterest's long-term prospects. In a tiny release, there was short-term pessimism with long-term optimism. Nothing, in my mind, to precipitate a 13% 2-day plunge.\nSo, what does it all mean? Well, first let's acknowledge the stock has had a huge run-up and certainly cannot be expected to keep that pace of appreciation forever. Hey, the stock is not cheap. It is trading at 92 times forward earnings and a pause or a pullback was inevitable. At the same time, even Aycock's report was more neutral than bearish and there are no tangible numbers being thrown around to signal an end to the growth story. The company still has a popular platform with significant international growth that effectively targets the demographic (25-54-year-old females) responsible for 80% of household purchase decisions.\nMetrics That Matter\nWith any growth company, I pay close attention to margin momentum and the cost of revenue. In very simple terms, I like to know how many dollars the company is spending to bring in a dollar of revenue. I also like to know what direction that metric is trending. Part of that answer is shown below as margins have essentially doubled in the last 12 months.\nSource: Pinterest Investor Day Presentation\nDiving a little further into specifics, we see that almost every major expense category, as it relates to sales, has declined significantly in the last 12 months. General administrative expenses have held serve while revenue has clearly outpaced sales, marketing, and R&D expenses.\nSource: Pinterest Investor Day Presentation\nFinally, from an investor standpoint, I think a couple of other metrics are worth considering. With any young fast-growing company, I think it is worthwhile to pay attention to the company's path to profitability as well as its financial fortitude. The first part of that equation is already in the books as the company is already profitable. Secondly, for a growth company, Pinterest sports a very healthy balance sheet. Growth is not bleeding cash. In fact, Pinterest is debt-free and has been steadily increasing its cash position.\nData by YCharts\nMicrosoft - \"I'm Good\"\nAdding to my comfort level is that according to Forbes Magazine, Microsoft (MSFT) tried to buy Pinterest for $51 billion at the beginning of the year. That number represents about a 10% premium to today's stock price. When management essentially responded with a \"No, I'm good\", the obvious conclusion is that management feels its company is worth more than the offering price.\nGrowth... and Value?\nPinterest has been in rapid growth mode for the last two years and while that growth will inevitably slow, growth projections for the next 3-5 years are still above average. How does that jive with the share price? Well, one metric I often utilize is EPS estimates two years out. With that as a measuring stick, Pinterest is showing a two-year forward PE projection of 35.24. While that is not necessarily cheap, it does not seem overpriced either. A quick comparison to PayPal (PYPL) and Square (SQ) shows that Pinterest trades at a slight discount to PayPal and about a third of the valuation of Square. I do understand that these are not apples-to-apples comparisons, but one could reasonably argue that Pinterest has an even better chance to meet or exceed growth projections than the other companies in the chart.\nForward Estimates for Pinterest, Square, and PayPal\nHow I'm Playing It\nWith its current valuation and unique social media niche, I believe that Pinterest has a better than average chance of beating or exceeding expectations over the next 3-5 years. As such, I see the stock as sitting somewhere between fairly priced and being a bargain. I already have a modest position in the stock. I have utilized the price drop to take a couple of options positions. The most recent position was one this morning in which I sold a one-week $69.50 call for $1.40, representing a potential cost basis of $68.10. In the end, I believe that Pinterest, at its current price, represents a solid long-term opportunity with compelling options plays right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371538888,"gmtCreate":1618959874844,"gmtModify":1704717390139,"author":{"id":"3581895154360847","authorId":"3581895154360847","name":"Grimp","avatar":"https://static.tigerbbs.com/539f31e0708be89716bcdba0a14a4412","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581895154360847","authorIdStr":"3581895154360847"},"themes":[],"htmlText":"Sounds good on ocean digital","listText":"Sounds good on ocean digital","text":"Sounds good on ocean digital","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371538888","repostId":"2128842616","repostType":4,"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373069993,"gmtCreate":1618803326112,"gmtModify":1704715082106,"author":{"id":"3581895154360847","authorId":"3581895154360847","name":"Grimp","avatar":"https://static.tigerbbs.com/539f31e0708be89716bcdba0a14a4412","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581895154360847","authorIdStr":"3581895154360847"},"themes":[],"htmlText":"Isn’t delta better?","listText":"Isn’t delta better?","text":"Isn’t delta better?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373069993","repostId":"1123139873","repostType":4,"repost":{"id":"1123139873","pubTimestamp":1618802384,"share":"https://ttm.financial/m/news/1123139873?lang=&edition=fundamental","pubTime":"2021-04-19 11:19","market":"us","language":"en","title":"Don’t Be Too Quick to Book American Airlines in Your Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=1123139873","media":"InvestorPlace","summary":"AAL stock is flirting with risky fundamentals.Aside from the cruise ship industry, I can’t think of ","content":"<blockquote><b>AAL stock is flirting with risky fundamentals.</b></blockquote><p>Aside from the cruise ship industry, I can’t think of a worst-hit sector fundamentally than the air travel market. As the novel coronavirus began spreading its way around the world,<b>American Airlines</b>(NASDAQ:<b><u>AAL</u></b>) stock tumbled badly.</p><p>At one point, AAL stock was trading hands in single-digit territory, something that wasn’t seen since the aftermath of the Great Recession.</p><p>Still, what we’ve learned from that economic catastrophe, along with other incredibly disruptive events such as the 9/11 terror attack, is that time eventually heals all wounds. Now, it’s fair to point out that we’re still not out of the woods in terms of the Covid-19 pandemic. Nevertheless, cases are down substantially from their peak, while the vaccine rollout has been very encouraging for previously hard-hit investments like AAL stock.</p><p>Indeed, American and its competition, such as<b>United Airlines</b>(NASDAQ:<b><u>UAL</u></b>) and<b>Delta</b>(NYSE:<b><u>DAL</u></b>), is experiencing a much-needed revival. For AAL stock specifically, shares are up nearly 40% on a year-to-date basis. And over the trailing six months, American’s equity unit is up almost 80%. It’s a similar tale for the other majors.</p><p>Multiple factors support the narrative that the worst is behind AAL stock. Primarily, the economy registered encouraging signs that, while not perfect, is building robust momentum. For instance, the March jobs report obliterated analysts’ expectations, with total nonfarm payroll employment rising by 916,000. With that figure, theunemployment rate is down to 6%.</p><p>Keep in mind that during the peak of the crisis,unemployment was at 14.8%(in April 2020).</p><p>The other massive catalyst is consumer sentiment. Not necessarily the index but rather, people are getting over their fears of flying during Covid. According toairport screening data, for the month so far (data up to April 13), passenger volume is down roughly 39% from pre-pandemic levels.</p><p>That’s a paradigm shift from where we were in April 2020. Yet recently, American Airlines shares have lost momentum. Why?</p><p><b>Not Everything About AAL Stock Is Rosy</b></p><p>Although the ramp-up in air passenger volume is a net positive all things considered, severe turbulence still stymies AAL stock. First, we may need to explore the idea that passenger volume improvement will be slow going over the next several months.</p><p>Let me just say that I don’t know for sure how the consumer will react. But according to<i>Morning Consult</i>,just under two in five adults feel comfortablegoing to a movie theater. Among the most comfortable is Generation Z. But at 49%, it raises the question about how tenuous this increased sentiment may be.</p><p>I don’t want to jinx anything. But when I see soft survey data like that, it reminds me that all it takes is one bad turn with Covid-19 for positive momentum to die back down. That was the warning shot presented by a<i>Bloomberg</i>report in late March, which stated thatCovid cases were rising again.</p><p>I checked the latest data from the Centers for Disease Control and Prevention. Let’s just say that I’m not thrilled with the data and the prospects of further lockdowns.</p><p>Another point that I believe is relevant to AAL stock and the underlying industry is the social situation. I’ve made this argument before, but we need tourism dollars now more than ever. Don’t get me wrong – it’s wonderful that our economy is improving, at least on paper. But it has taken unprecedented monetary and fiscal support to get these metrics.</p><p><b>Improvements Need to Happen Much, Much Quicker</b></p><p>Analyzingenplanementdata, I’m encouraged with what I’m seeing. Based on the numbers and extrapolating the general sentiment, it’s possible that once April is done and over with, we could be looking at an employment figure of 45 million.</p><p>That’s welcome news. But it’s dramatically below where we need to be. In 2019, we routinely saw seasonally adjusted monthly figures hit over 77 million.</p><p>And that’s reflected in the financial statements for companies like American Airlines. In this case, American generated revenue of $17.3 billion in 2020, down 62% from 2019. It’s not that the improvements aren’t happening because they are. Rather, we need to see massive, groundbreaking progress.</p><p>We’re just not there yet. And we don’t know when that improvement will occur. For this reason, I believe investors are shying away from AAL stock. Personally, you might do well following their lead.</p><p>We need to look long and hard attotal public debt as a percentage of GDP. Previously, it was hovering roughly around 103% on average. As of the fourth quarter of 2020, it’s up at 129%. That’s a staggering gap. Tourism dollars, though, are accretive for our economy.</p><p>The thing is, who would want to visit the U.S. right now with all its myriad problems and social crises? Frankly, I’m looking to leave rather than stay.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don’t Be Too Quick to Book American Airlines in Your Portfolio</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\">\nDon’t Be Too Quick to Book American Airlines in Your Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 11:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/think-before-adding-aal-stock-to-portfolio/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AAL stock is flirting with risky fundamentals.Aside from the cruise ship industry, I can’t think of a worst-hit sector fundamentally than the air travel market. As the novel coronavirus began ...</p>\n\n<a href=\"https://investorplace.com/2021/04/think-before-adding-aal-stock-to-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空"},"source_url":"https://investorplace.com/2021/04/think-before-adding-aal-stock-to-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123139873","content_text":"AAL stock is flirting with risky fundamentals.Aside from the cruise ship industry, I can’t think of a worst-hit sector fundamentally than the air travel market. As the novel coronavirus began spreading its way around the world,American Airlines(NASDAQ:AAL) stock tumbled badly.At one point, AAL stock was trading hands in single-digit territory, something that wasn’t seen since the aftermath of the Great Recession.Still, what we’ve learned from that economic catastrophe, along with other incredibly disruptive events such as the 9/11 terror attack, is that time eventually heals all wounds. Now, it’s fair to point out that we’re still not out of the woods in terms of the Covid-19 pandemic. Nevertheless, cases are down substantially from their peak, while the vaccine rollout has been very encouraging for previously hard-hit investments like AAL stock.Indeed, American and its competition, such asUnited Airlines(NASDAQ:UAL) andDelta(NYSE:DAL), is experiencing a much-needed revival. For AAL stock specifically, shares are up nearly 40% on a year-to-date basis. And over the trailing six months, American’s equity unit is up almost 80%. It’s a similar tale for the other majors.Multiple factors support the narrative that the worst is behind AAL stock. Primarily, the economy registered encouraging signs that, while not perfect, is building robust momentum. For instance, the March jobs report obliterated analysts’ expectations, with total nonfarm payroll employment rising by 916,000. With that figure, theunemployment rate is down to 6%.Keep in mind that during the peak of the crisis,unemployment was at 14.8%(in April 2020).The other massive catalyst is consumer sentiment. Not necessarily the index but rather, people are getting over their fears of flying during Covid. According toairport screening data, for the month so far (data up to April 13), passenger volume is down roughly 39% from pre-pandemic levels.That’s a paradigm shift from where we were in April 2020. Yet recently, American Airlines shares have lost momentum. Why?Not Everything About AAL Stock Is RosyAlthough the ramp-up in air passenger volume is a net positive all things considered, severe turbulence still stymies AAL stock. First, we may need to explore the idea that passenger volume improvement will be slow going over the next several months.Let me just say that I don’t know for sure how the consumer will react. But according toMorning Consult,just under two in five adults feel comfortablegoing to a movie theater. Among the most comfortable is Generation Z. But at 49%, it raises the question about how tenuous this increased sentiment may be.I don’t want to jinx anything. But when I see soft survey data like that, it reminds me that all it takes is one bad turn with Covid-19 for positive momentum to die back down. That was the warning shot presented by aBloombergreport in late March, which stated thatCovid cases were rising again.I checked the latest data from the Centers for Disease Control and Prevention. Let’s just say that I’m not thrilled with the data and the prospects of further lockdowns.Another point that I believe is relevant to AAL stock and the underlying industry is the social situation. I’ve made this argument before, but we need tourism dollars now more than ever. Don’t get me wrong – it’s wonderful that our economy is improving, at least on paper. But it has taken unprecedented monetary and fiscal support to get these metrics.Improvements Need to Happen Much, Much QuickerAnalyzingenplanementdata, I’m encouraged with what I’m seeing. Based on the numbers and extrapolating the general sentiment, it’s possible that once April is done and over with, we could be looking at an employment figure of 45 million.That’s welcome news. But it’s dramatically below where we need to be. In 2019, we routinely saw seasonally adjusted monthly figures hit over 77 million.And that’s reflected in the financial statements for companies like American Airlines. In this case, American generated revenue of $17.3 billion in 2020, down 62% from 2019. It’s not that the improvements aren’t happening because they are. Rather, we need to see massive, groundbreaking progress.We’re just not there yet. And we don’t know when that improvement will occur. For this reason, I believe investors are shying away from AAL stock. Personally, you might do well following their lead.We need to look long and hard attotal public debt as a percentage of GDP. Previously, it was hovering roughly around 103% on average. As of the fourth quarter of 2020, it’s up at 129%. That’s a staggering gap. Tourism dollars, though, are accretive for our economy.The thing is, who would want to visit the U.S. right now with all its myriad problems and social crises? Frankly, I’m looking to leave rather than stay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373084391,"gmtCreate":1618803070613,"gmtModify":1704715077237,"author":{"id":"3581895154360847","authorId":"3581895154360847","name":"Grimp","avatar":"https://static.tigerbbs.com/539f31e0708be89716bcdba0a14a4412","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581895154360847","authorIdStr":"3581895154360847"},"themes":[],"htmlText":"Because seeing the amount of money you have isuneasy. Earn or get scammed.&nbsp;","listText":"Because seeing the amount of money you have isuneasy. Earn or get scammed.&nbsp;","text":"Because seeing the amount of money you have isuneasy. Earn or get scammed.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373084391","repostId":"2128525488","repostType":4,"repost":{"id":"2128525488","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1618802400,"share":"https://ttm.financial/m/news/2128525488?lang=&edition=fundamental","pubTime":"2021-04-19 11:20","market":"us","language":"en","title":"Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?","url":"https://stock-news.laohu8.com/highlight/detail?id=2128525488","media":"Dow Jones","summary":"Clients say 'markets don't feel right,' one markets research analyst notes\n\nPeter Andersen, a Boston","content":"<blockquote>\n Clients say 'markets don't feel right,' <a href=\"https://laohu8.com/S/AONE\">one</a> markets research analyst notes\n</blockquote>\n<p>Peter Andersen, a Boston-based money manager, started 2021 feeling upbeat.</p>\n<p>\"I think this is going to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"</p>\n<p>But three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"</p>\n<p>Andersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.</p>\n<p>\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"</p>\n<p>As if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.</p>\n<p>And that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?</p>\n<p>Taken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.</p>\n<p>\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"</p>\n<p>Market observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/0fb6bad128839dbcf6e9ba87c8620e88\" tg-width=\"647\" tg-height=\"426\"></p>\n<p>To be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.</p>\n<p>Also unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.</p>\n<p>\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"</p>\n<p>Dave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.</p>\n<p>Nadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.</p>\n<p>\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"</p>\n<p>Take the Gamestop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.</p>\n<p>Older investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.</p>\n<p>\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"</p>\n<p>That means that a headline, say, about a pause in the use of Johnson &amp; Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.</p>\n<p>For Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.</p>\n<p>In the year to date, however, one of Andersen's top picks, <a href=\"https://laohu8.com/S/TRUP\">Trupanion</a> Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"</p>\n<p>Stocks looked past the Johnson &amp; Johnson news to close higher for the week with both the Dow and S&amp;P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&amp;P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.</p>\n<p>The coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.</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>Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?</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\">\nStocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-19 11:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Clients say 'markets don't feel right,' <a href=\"https://laohu8.com/S/AONE\">one</a> markets research analyst notes\n</blockquote>\n<p>Peter Andersen, a Boston-based money manager, started 2021 feeling upbeat.</p>\n<p>\"I think this is going to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"</p>\n<p>But three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"</p>\n<p>Andersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.</p>\n<p>\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"</p>\n<p>As if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.</p>\n<p>And that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?</p>\n<p>Taken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.</p>\n<p>\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"</p>\n<p>Market observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/0fb6bad128839dbcf6e9ba87c8620e88\" tg-width=\"647\" tg-height=\"426\"></p>\n<p>To be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.</p>\n<p>Also unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.</p>\n<p>\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"</p>\n<p>Dave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.</p>\n<p>Nadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.</p>\n<p>\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"</p>\n<p>Take the Gamestop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.</p>\n<p>Older investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.</p>\n<p>\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"</p>\n<p>That means that a headline, say, about a pause in the use of Johnson &amp; Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.</p>\n<p>For Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.</p>\n<p>In the year to date, however, one of Andersen's top picks, <a href=\"https://laohu8.com/S/TRUP\">Trupanion</a> Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"</p>\n<p>Stocks looked past the Johnson &amp; Johnson news to close higher for the week with both the Dow and S&amp;P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&amp;P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.</p>\n<p>The coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128525488","content_text":"Clients say 'markets don't feel right,' one markets research analyst notes\n\nPeter Andersen, a Boston-based money manager, started 2021 feeling upbeat.\n\"I think this is going to be one of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"\nBut three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"\nAndersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.\n\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"\nAs if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.\nAnd that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?\nTaken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.\n\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"\nMarket observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.\n\nTo be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.\nAlso unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.\n\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"\nDave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.\nNadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.\n\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"\nTake the Gamestop Corp. $(GME)$frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.\nOlder investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.\n\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"\nThat means that a headline, say, about a pause in the use of Johnson & Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.\nFor Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.\nIn the year to date, however, one of Andersen's top picks, Trupanion Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"\nStocks looked past the Johnson & Johnson news to close higher for the week with both the Dow and S&P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.\nThe coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":378113147,"gmtCreate":1619009996189,"gmtModify":1704718222608,"author":{"id":"3581895154360847","authorId":"3581895154360847","name":"Grimp","avatar":"https://static.tigerbbs.com/539f31e0708be89716bcdba0a14a4412","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581895154360847","authorIdStr":"3581895154360847"},"themes":[],"htmlText":"When is the dip :)","listText":"When is the dip :)","text":"When is the dip :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/378113147","repostId":"1199672346","repostType":4,"repost":{"id":"1199672346","pubTimestamp":1619009438,"share":"https://ttm.financial/m/news/1199672346?lang=&edition=fundamental","pubTime":"2021-04-21 20:50","market":"us","language":"en","title":"Pinterest: Buy The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1199672346","media":"seekingalpha","summary":"Summary\n\nPinterest stock recently took a significant tumble.\nMy sense is the drop is short-sighted a","content":"<p><b>Summary</b></p>\n<ul>\n <li>Pinterest stock recently took a significant tumble.</li>\n <li>My sense is the drop is short-sighted and overblown.</li>\n <li>I am an owner and am adding to my position through options.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/468c82bbb8c254c24e65b0b9edc0857f\" tg-width=\"1536\" tg-height=\"1025\"><span>Photo by franckreporter/iStock Unreleased via Getty Images</span></p>\n<p>About a year ago, I penned an article, \"Pinterest: It's Worth Your Interest.\" It is an understatement to say a lot has changed since that time. The company's stock has experienced swings that make the volatility of the overall market seem like child's play. The most recent development with Pinterest (PINS) came last week when Cleveland Research sounded a bearish note&nbsp;referencing&nbsp;some partners reporting a deceleration from Q4 levels. In the balance of the article, I will draw out why I believe the recent 13% 2-day drop represents a buying opportunity and what I am doing about it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bc335c705d7d69dd0f57c36362b0fea\" tg-width=\"635\" tg-height=\"403\"><span>Two-day price action: Pinterest</span></p>\n<p><b>Price and Performance</b></p>\n<p>In one sense, investors, who bought just before the \"shelter in place\" orders became widespread, have to be pretty happy as the stock is up fourfold in that time. Yet, this rapid rise in price does not seem to be the result of \"irrational exuberance\". Rather, as you can see below, the price action has almost perfectly mirrored the increases the company has seen in revenue and net income over the last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89b6ca8e9f209b486a8515e1013d6c64\" tg-width=\"635\" tg-height=\"436\"><span>Revenue, Income, and Stock Price Appreciation: Pinterest</span></p>\n<p><b>Optimism Remains</b></p>\n<p>Certainly, striking an optimistic note 13 months ago when the stock was trading at $18/share and buying today are vastly different things. I took a decent dive into the financial metrics and direction of the company to convince myself. However, after considering margin momentum, balance sheet health, consistency of earnings beats, and earnings growth projections, my optimism remains, even at $72/share.</p>\n<p><b>The Red Flag Was Really Yellow, Maybe Light Yellow</b></p>\n<p>On Friday, Jason Aycock of Seeking Alpha published a&nbsp;brief release&nbsp;noting that Cleveland Research sees a weak end to the quarter. Actually, the release wasn't even that bearish - the title was - but that headline sent the stock plunging almost immediately. It is worth noting that Aycock's last note stated that the same agencies who noted softness are actually optimistic about Pinterest's long-term prospects. In a tiny release, there was short-term pessimism with long-term optimism. Nothing, in my mind, to precipitate a 13% 2-day plunge.</p>\n<p>So, what does it all mean? Well, first let's acknowledge the stock has had a huge run-up and certainly cannot be expected to keep that pace of appreciation forever. Hey, the stock is not cheap. It is trading at 92 times forward earnings and a pause or a pullback was inevitable. At the same time, even Aycock's report was more neutral than bearish and there are no tangible numbers being thrown around to signal an end to the growth story. The company still has a popular platform with significant international growth that effectively targets&nbsp;the demographic&nbsp;(25-54-year-old females) responsible for 80% of household purchase decisions.</p>\n<p><b>Metrics That Matter</b></p>\n<p>With any growth company, I pay close attention to margin momentum and the cost of revenue. In very simple terms, I like to know how many dollars the company is spending to bring in a dollar of revenue. I also like to know what direction that metric is trending. Part of that answer is shown below as margins have essentially doubled in the last 12 months.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c6ca8812559560b0ea970dff3445a0b\" tg-width=\"640\" tg-height=\"484\"><span>Source: Pinterest Investor Day Presentation</span></p>\n<p>Diving a little further into specifics, we see that almost every major expense category, as it relates to sales, has declined significantly in the last 12 months. General administrative expenses have held serve while revenue has clearly outpaced sales, marketing, and R&amp;D expenses.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0abf8b3c62f9c775e5f02b0d65d0773d\" tg-width=\"640\" tg-height=\"456\"><span>Source: Pinterest Investor Day Presentation</span></p>\n<p>Finally, from an investor standpoint, I think a couple of other metrics are worth considering. With any young fast-growing company, I think it is worthwhile to pay attention to the company's path to profitability as well as its financial fortitude. The first part of that equation is already in the books as the company is already profitable. Secondly, for a growth company, Pinterest sports a very healthy balance sheet. Growth is not bleeding cash. In fact, Pinterest is debt-free and has been steadily increasing its cash position.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd84d88ae9579f85a80283b8d697b953\" tg-width=\"635\" tg-height=\"464\"><span>Data by YCharts</span></p>\n<p><b>Microsoft - \"I'm Good\"</b></p>\n<p>Adding to my comfort level is that according to Forbes Magazine, Microsoft (MSFT) tried to buy Pinterest for $51 billion at the beginning of the year. That number represents about a 10% premium to today's stock price. When management essentially responded with a \"No, I'm good\", the obvious conclusion is that management feels its company is worth more than the offering price.</p>\n<p><b>Growth... and Value?</b></p>\n<p>Pinterest has been in rapid growth mode for the last two years and while that growth will inevitably slow, growth projections for the next 3-5 years are still above average. How does that jive with the share price? Well, one metric I often utilize is EPS estimates two years out. With that as a measuring stick, Pinterest is showing a two-year forward PE projection of 35.24. While that is not necessarily cheap, it does not seem overpriced either. A quick comparison to PayPal (PYPL) and Square (SQ) shows that Pinterest trades at a slight discount to PayPal and about a third of the valuation of Square. I do understand that these are not apples-to-apples comparisons, but one could reasonably argue that Pinterest has an even better chance to meet or exceed growth projections than the other companies in the chart.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18866548e804b71093bb13ce8ba5a9d8\" tg-width=\"635\" tg-height=\"487\"><span>Forward Estimates for Pinterest, Square, and PayPal</span></p>\n<p><b>How I'm Playing It</b></p>\n<p>With its current valuation and unique social media niche, I believe that Pinterest has a better than average chance of beating or exceeding expectations over the next 3-5 years. As such, I see the stock as sitting somewhere between fairly priced and being a bargain. I already have a modest position in the stock. I have utilized the price drop to take a couple of options positions. The most recent position was one this morning in which I sold a one-week $69.50 call for $1.40, representing a potential cost basis of $68.10. In the end, I believe that Pinterest, at its current price, represents a solid long-term opportunity with compelling options plays right now.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pinterest: Buy The Dip</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\">\nPinterest: Buy The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 20:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420218-pinterest-stock-pins-buy-the-dip><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPinterest stock recently took a significant tumble.\nMy sense is the drop is short-sighted and overblown.\nI am an owner and am adding to my position through options.\n\nPhoto by franckreporter/...</p>\n\n<a href=\"https://seekingalpha.com/article/4420218-pinterest-stock-pins-buy-the-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc."},"source_url":"https://seekingalpha.com/article/4420218-pinterest-stock-pins-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199672346","content_text":"Summary\n\nPinterest stock recently took a significant tumble.\nMy sense is the drop is short-sighted and overblown.\nI am an owner and am adding to my position through options.\n\nPhoto by franckreporter/iStock Unreleased via Getty Images\nAbout a year ago, I penned an article, \"Pinterest: It's Worth Your Interest.\" It is an understatement to say a lot has changed since that time. The company's stock has experienced swings that make the volatility of the overall market seem like child's play. The most recent development with Pinterest (PINS) came last week when Cleveland Research sounded a bearish note referencing some partners reporting a deceleration from Q4 levels. In the balance of the article, I will draw out why I believe the recent 13% 2-day drop represents a buying opportunity and what I am doing about it.\nTwo-day price action: Pinterest\nPrice and Performance\nIn one sense, investors, who bought just before the \"shelter in place\" orders became widespread, have to be pretty happy as the stock is up fourfold in that time. Yet, this rapid rise in price does not seem to be the result of \"irrational exuberance\". Rather, as you can see below, the price action has almost perfectly mirrored the increases the company has seen in revenue and net income over the last year.\nRevenue, Income, and Stock Price Appreciation: Pinterest\nOptimism Remains\nCertainly, striking an optimistic note 13 months ago when the stock was trading at $18/share and buying today are vastly different things. I took a decent dive into the financial metrics and direction of the company to convince myself. However, after considering margin momentum, balance sheet health, consistency of earnings beats, and earnings growth projections, my optimism remains, even at $72/share.\nThe Red Flag Was Really Yellow, Maybe Light Yellow\nOn Friday, Jason Aycock of Seeking Alpha published a brief release noting that Cleveland Research sees a weak end to the quarter. Actually, the release wasn't even that bearish - the title was - but that headline sent the stock plunging almost immediately. It is worth noting that Aycock's last note stated that the same agencies who noted softness are actually optimistic about Pinterest's long-term prospects. In a tiny release, there was short-term pessimism with long-term optimism. Nothing, in my mind, to precipitate a 13% 2-day plunge.\nSo, what does it all mean? Well, first let's acknowledge the stock has had a huge run-up and certainly cannot be expected to keep that pace of appreciation forever. Hey, the stock is not cheap. It is trading at 92 times forward earnings and a pause or a pullback was inevitable. At the same time, even Aycock's report was more neutral than bearish and there are no tangible numbers being thrown around to signal an end to the growth story. The company still has a popular platform with significant international growth that effectively targets the demographic (25-54-year-old females) responsible for 80% of household purchase decisions.\nMetrics That Matter\nWith any growth company, I pay close attention to margin momentum and the cost of revenue. In very simple terms, I like to know how many dollars the company is spending to bring in a dollar of revenue. I also like to know what direction that metric is trending. Part of that answer is shown below as margins have essentially doubled in the last 12 months.\nSource: Pinterest Investor Day Presentation\nDiving a little further into specifics, we see that almost every major expense category, as it relates to sales, has declined significantly in the last 12 months. General administrative expenses have held serve while revenue has clearly outpaced sales, marketing, and R&D expenses.\nSource: Pinterest Investor Day Presentation\nFinally, from an investor standpoint, I think a couple of other metrics are worth considering. With any young fast-growing company, I think it is worthwhile to pay attention to the company's path to profitability as well as its financial fortitude. The first part of that equation is already in the books as the company is already profitable. Secondly, for a growth company, Pinterest sports a very healthy balance sheet. Growth is not bleeding cash. In fact, Pinterest is debt-free and has been steadily increasing its cash position.\nData by YCharts\nMicrosoft - \"I'm Good\"\nAdding to my comfort level is that according to Forbes Magazine, Microsoft (MSFT) tried to buy Pinterest for $51 billion at the beginning of the year. That number represents about a 10% premium to today's stock price. When management essentially responded with a \"No, I'm good\", the obvious conclusion is that management feels its company is worth more than the offering price.\nGrowth... and Value?\nPinterest has been in rapid growth mode for the last two years and while that growth will inevitably slow, growth projections for the next 3-5 years are still above average. How does that jive with the share price? Well, one metric I often utilize is EPS estimates two years out. With that as a measuring stick, Pinterest is showing a two-year forward PE projection of 35.24. While that is not necessarily cheap, it does not seem overpriced either. A quick comparison to PayPal (PYPL) and Square (SQ) shows that Pinterest trades at a slight discount to PayPal and about a third of the valuation of Square. I do understand that these are not apples-to-apples comparisons, but one could reasonably argue that Pinterest has an even better chance to meet or exceed growth projections than the other companies in the chart.\nForward Estimates for Pinterest, Square, and PayPal\nHow I'm Playing It\nWith its current valuation and unique social media niche, I believe that Pinterest has a better than average chance of beating or exceeding expectations over the next 3-5 years. As such, I see the stock as sitting somewhere between fairly priced and being a bargain. I already have a modest position in the stock. I have utilized the price drop to take a couple of options positions. The most recent position was one this morning in which I sold a one-week $69.50 call for $1.40, representing a potential cost basis of $68.10. In the end, I believe that Pinterest, at its current price, represents a solid long-term opportunity with compelling options plays right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373084391,"gmtCreate":1618803070613,"gmtModify":1704715077237,"author":{"id":"3581895154360847","authorId":"3581895154360847","name":"Grimp","avatar":"https://static.tigerbbs.com/539f31e0708be89716bcdba0a14a4412","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581895154360847","authorIdStr":"3581895154360847"},"themes":[],"htmlText":"Because seeing the amount of money you have isuneasy. Earn or get scammed.&nbsp;","listText":"Because seeing the amount of money you have isuneasy. Earn or get scammed.&nbsp;","text":"Because seeing the amount of money you have isuneasy. Earn or get scammed.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373084391","repostId":"2128525488","repostType":4,"repost":{"id":"2128525488","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1618802400,"share":"https://ttm.financial/m/news/2128525488?lang=&edition=fundamental","pubTime":"2021-04-19 11:20","market":"us","language":"en","title":"Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?","url":"https://stock-news.laohu8.com/highlight/detail?id=2128525488","media":"Dow Jones","summary":"Clients say 'markets don't feel right,' one markets research analyst notes\n\nPeter Andersen, a Boston","content":"<blockquote>\n Clients say 'markets don't feel right,' <a href=\"https://laohu8.com/S/AONE\">one</a> markets research analyst notes\n</blockquote>\n<p>Peter Andersen, a Boston-based money manager, started 2021 feeling upbeat.</p>\n<p>\"I think this is going to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"</p>\n<p>But three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"</p>\n<p>Andersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.</p>\n<p>\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"</p>\n<p>As if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.</p>\n<p>And that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?</p>\n<p>Taken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.</p>\n<p>\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"</p>\n<p>Market observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/0fb6bad128839dbcf6e9ba87c8620e88\" tg-width=\"647\" tg-height=\"426\"></p>\n<p>To be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.</p>\n<p>Also unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.</p>\n<p>\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"</p>\n<p>Dave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.</p>\n<p>Nadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.</p>\n<p>\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"</p>\n<p>Take the Gamestop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.</p>\n<p>Older investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.</p>\n<p>\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"</p>\n<p>That means that a headline, say, about a pause in the use of Johnson &amp; Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.</p>\n<p>For Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.</p>\n<p>In the year to date, however, one of Andersen's top picks, <a href=\"https://laohu8.com/S/TRUP\">Trupanion</a> Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"</p>\n<p>Stocks looked past the Johnson &amp; Johnson news to close higher for the week with both the Dow and S&amp;P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&amp;P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.</p>\n<p>The coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.</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>Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?</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\">\nStocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-19 11:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Clients say 'markets don't feel right,' <a href=\"https://laohu8.com/S/AONE\">one</a> markets research analyst notes\n</blockquote>\n<p>Peter Andersen, a Boston-based money manager, started 2021 feeling upbeat.</p>\n<p>\"I think this is going to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"</p>\n<p>But three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"</p>\n<p>Andersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.</p>\n<p>\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"</p>\n<p>As if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.</p>\n<p>And that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?</p>\n<p>Taken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.</p>\n<p>\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"</p>\n<p>Market observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/0fb6bad128839dbcf6e9ba87c8620e88\" tg-width=\"647\" tg-height=\"426\"></p>\n<p>To be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.</p>\n<p>Also unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.</p>\n<p>\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"</p>\n<p>Dave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.</p>\n<p>Nadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.</p>\n<p>\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"</p>\n<p>Take the Gamestop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.</p>\n<p>Older investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.</p>\n<p>\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"</p>\n<p>That means that a headline, say, about a pause in the use of Johnson &amp; Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.</p>\n<p>For Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.</p>\n<p>In the year to date, however, one of Andersen's top picks, <a href=\"https://laohu8.com/S/TRUP\">Trupanion</a> Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"</p>\n<p>Stocks looked past the Johnson &amp; Johnson news to close higher for the week with both the Dow and S&amp;P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&amp;P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.</p>\n<p>The coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128525488","content_text":"Clients say 'markets don't feel right,' one markets research analyst notes\n\nPeter Andersen, a Boston-based money manager, started 2021 feeling upbeat.\n\"I think this is going to be one of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"\nBut three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"\nAndersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.\n\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"\nAs if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.\nAnd that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?\nTaken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.\n\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"\nMarket observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.\n\nTo be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.\nAlso unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.\n\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"\nDave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.\nNadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.\n\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"\nTake the Gamestop Corp. $(GME)$frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.\nOlder investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.\n\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"\nThat means that a headline, say, about a pause in the use of Johnson & Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.\nFor Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.\nIn the year to date, however, one of Andersen's top picks, Trupanion Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"\nStocks looked past the Johnson & Johnson news to close higher for the week with both the Dow and S&P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.\nThe coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373069993,"gmtCreate":1618803326112,"gmtModify":1704715082106,"author":{"id":"3581895154360847","authorId":"3581895154360847","name":"Grimp","avatar":"https://static.tigerbbs.com/539f31e0708be89716bcdba0a14a4412","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581895154360847","authorIdStr":"3581895154360847"},"themes":[],"htmlText":"Isn’t delta better?","listText":"Isn’t delta better?","text":"Isn’t delta better?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373069993","repostId":"1123139873","repostType":4,"repost":{"id":"1123139873","pubTimestamp":1618802384,"share":"https://ttm.financial/m/news/1123139873?lang=&edition=fundamental","pubTime":"2021-04-19 11:19","market":"us","language":"en","title":"Don’t Be Too Quick to Book American Airlines in Your Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=1123139873","media":"InvestorPlace","summary":"AAL stock is flirting with risky fundamentals.Aside from the cruise ship industry, I can’t think of ","content":"<blockquote><b>AAL stock is flirting with risky fundamentals.</b></blockquote><p>Aside from the cruise ship industry, I can’t think of a worst-hit sector fundamentally than the air travel market. As the novel coronavirus began spreading its way around the world,<b>American Airlines</b>(NASDAQ:<b><u>AAL</u></b>) stock tumbled badly.</p><p>At one point, AAL stock was trading hands in single-digit territory, something that wasn’t seen since the aftermath of the Great Recession.</p><p>Still, what we’ve learned from that economic catastrophe, along with other incredibly disruptive events such as the 9/11 terror attack, is that time eventually heals all wounds. Now, it’s fair to point out that we’re still not out of the woods in terms of the Covid-19 pandemic. Nevertheless, cases are down substantially from their peak, while the vaccine rollout has been very encouraging for previously hard-hit investments like AAL stock.</p><p>Indeed, American and its competition, such as<b>United Airlines</b>(NASDAQ:<b><u>UAL</u></b>) and<b>Delta</b>(NYSE:<b><u>DAL</u></b>), is experiencing a much-needed revival. For AAL stock specifically, shares are up nearly 40% on a year-to-date basis. And over the trailing six months, American’s equity unit is up almost 80%. It’s a similar tale for the other majors.</p><p>Multiple factors support the narrative that the worst is behind AAL stock. Primarily, the economy registered encouraging signs that, while not perfect, is building robust momentum. For instance, the March jobs report obliterated analysts’ expectations, with total nonfarm payroll employment rising by 916,000. With that figure, theunemployment rate is down to 6%.</p><p>Keep in mind that during the peak of the crisis,unemployment was at 14.8%(in April 2020).</p><p>The other massive catalyst is consumer sentiment. Not necessarily the index but rather, people are getting over their fears of flying during Covid. According toairport screening data, for the month so far (data up to April 13), passenger volume is down roughly 39% from pre-pandemic levels.</p><p>That’s a paradigm shift from where we were in April 2020. Yet recently, American Airlines shares have lost momentum. Why?</p><p><b>Not Everything About AAL Stock Is Rosy</b></p><p>Although the ramp-up in air passenger volume is a net positive all things considered, severe turbulence still stymies AAL stock. First, we may need to explore the idea that passenger volume improvement will be slow going over the next several months.</p><p>Let me just say that I don’t know for sure how the consumer will react. But according to<i>Morning Consult</i>,just under two in five adults feel comfortablegoing to a movie theater. Among the most comfortable is Generation Z. But at 49%, it raises the question about how tenuous this increased sentiment may be.</p><p>I don’t want to jinx anything. But when I see soft survey data like that, it reminds me that all it takes is one bad turn with Covid-19 for positive momentum to die back down. That was the warning shot presented by a<i>Bloomberg</i>report in late March, which stated thatCovid cases were rising again.</p><p>I checked the latest data from the Centers for Disease Control and Prevention. Let’s just say that I’m not thrilled with the data and the prospects of further lockdowns.</p><p>Another point that I believe is relevant to AAL stock and the underlying industry is the social situation. I’ve made this argument before, but we need tourism dollars now more than ever. Don’t get me wrong – it’s wonderful that our economy is improving, at least on paper. But it has taken unprecedented monetary and fiscal support to get these metrics.</p><p><b>Improvements Need to Happen Much, Much Quicker</b></p><p>Analyzingenplanementdata, I’m encouraged with what I’m seeing. Based on the numbers and extrapolating the general sentiment, it’s possible that once April is done and over with, we could be looking at an employment figure of 45 million.</p><p>That’s welcome news. But it’s dramatically below where we need to be. In 2019, we routinely saw seasonally adjusted monthly figures hit over 77 million.</p><p>And that’s reflected in the financial statements for companies like American Airlines. In this case, American generated revenue of $17.3 billion in 2020, down 62% from 2019. It’s not that the improvements aren’t happening because they are. Rather, we need to see massive, groundbreaking progress.</p><p>We’re just not there yet. And we don’t know when that improvement will occur. For this reason, I believe investors are shying away from AAL stock. Personally, you might do well following their lead.</p><p>We need to look long and hard attotal public debt as a percentage of GDP. Previously, it was hovering roughly around 103% on average. As of the fourth quarter of 2020, it’s up at 129%. That’s a staggering gap. Tourism dollars, though, are accretive for our economy.</p><p>The thing is, who would want to visit the U.S. right now with all its myriad problems and social crises? Frankly, I’m looking to leave rather than stay.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don’t Be Too Quick to Book American Airlines in Your Portfolio</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\">\nDon’t Be Too Quick to Book American Airlines in Your Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 11:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/think-before-adding-aal-stock-to-portfolio/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AAL stock is flirting with risky fundamentals.Aside from the cruise ship industry, I can’t think of a worst-hit sector fundamentally than the air travel market. As the novel coronavirus began ...</p>\n\n<a href=\"https://investorplace.com/2021/04/think-before-adding-aal-stock-to-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空"},"source_url":"https://investorplace.com/2021/04/think-before-adding-aal-stock-to-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123139873","content_text":"AAL stock is flirting with risky fundamentals.Aside from the cruise ship industry, I can’t think of a worst-hit sector fundamentally than the air travel market. As the novel coronavirus began spreading its way around the world,American Airlines(NASDAQ:AAL) stock tumbled badly.At one point, AAL stock was trading hands in single-digit territory, something that wasn’t seen since the aftermath of the Great Recession.Still, what we’ve learned from that economic catastrophe, along with other incredibly disruptive events such as the 9/11 terror attack, is that time eventually heals all wounds. Now, it’s fair to point out that we’re still not out of the woods in terms of the Covid-19 pandemic. Nevertheless, cases are down substantially from their peak, while the vaccine rollout has been very encouraging for previously hard-hit investments like AAL stock.Indeed, American and its competition, such asUnited Airlines(NASDAQ:UAL) andDelta(NYSE:DAL), is experiencing a much-needed revival. For AAL stock specifically, shares are up nearly 40% on a year-to-date basis. And over the trailing six months, American’s equity unit is up almost 80%. It’s a similar tale for the other majors.Multiple factors support the narrative that the worst is behind AAL stock. Primarily, the economy registered encouraging signs that, while not perfect, is building robust momentum. For instance, the March jobs report obliterated analysts’ expectations, with total nonfarm payroll employment rising by 916,000. With that figure, theunemployment rate is down to 6%.Keep in mind that during the peak of the crisis,unemployment was at 14.8%(in April 2020).The other massive catalyst is consumer sentiment. Not necessarily the index but rather, people are getting over their fears of flying during Covid. According toairport screening data, for the month so far (data up to April 13), passenger volume is down roughly 39% from pre-pandemic levels.That’s a paradigm shift from where we were in April 2020. Yet recently, American Airlines shares have lost momentum. Why?Not Everything About AAL Stock Is RosyAlthough the ramp-up in air passenger volume is a net positive all things considered, severe turbulence still stymies AAL stock. First, we may need to explore the idea that passenger volume improvement will be slow going over the next several months.Let me just say that I don’t know for sure how the consumer will react. But according toMorning Consult,just under two in five adults feel comfortablegoing to a movie theater. Among the most comfortable is Generation Z. But at 49%, it raises the question about how tenuous this increased sentiment may be.I don’t want to jinx anything. But when I see soft survey data like that, it reminds me that all it takes is one bad turn with Covid-19 for positive momentum to die back down. That was the warning shot presented by aBloombergreport in late March, which stated thatCovid cases were rising again.I checked the latest data from the Centers for Disease Control and Prevention. Let’s just say that I’m not thrilled with the data and the prospects of further lockdowns.Another point that I believe is relevant to AAL stock and the underlying industry is the social situation. I’ve made this argument before, but we need tourism dollars now more than ever. Don’t get me wrong – it’s wonderful that our economy is improving, at least on paper. But it has taken unprecedented monetary and fiscal support to get these metrics.Improvements Need to Happen Much, Much QuickerAnalyzingenplanementdata, I’m encouraged with what I’m seeing. Based on the numbers and extrapolating the general sentiment, it’s possible that once April is done and over with, we could be looking at an employment figure of 45 million.That’s welcome news. But it’s dramatically below where we need to be. In 2019, we routinely saw seasonally adjusted monthly figures hit over 77 million.And that’s reflected in the financial statements for companies like American Airlines. In this case, American generated revenue of $17.3 billion in 2020, down 62% from 2019. It’s not that the improvements aren’t happening because they are. Rather, we need to see massive, groundbreaking progress.We’re just not there yet. And we don’t know when that improvement will occur. For this reason, I believe investors are shying away from AAL stock. Personally, you might do well following their lead.We need to look long and hard attotal public debt as a percentage of GDP. Previously, it was hovering roughly around 103% on average. As of the fourth quarter of 2020, it’s up at 129%. That’s a staggering gap. Tourism dollars, though, are accretive for our economy.The thing is, who would want to visit the U.S. right now with all its myriad problems and social crises? Frankly, I’m looking to leave rather than stay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378789093,"gmtCreate":1619061243812,"gmtModify":1704719042388,"author":{"id":"3581895154360847","authorId":"3581895154360847","name":"Grimp","avatar":"https://static.tigerbbs.com/539f31e0708be89716bcdba0a14a4412","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581895154360847","authorIdStr":"3581895154360847"},"themes":[],"htmlText":"Speculating, following unless you are prepared tolose the amount otherwise dun.&nbsp;","listText":"Speculating, following unless you are prepared tolose the amount otherwise dun.&nbsp;","text":"Speculating, following unless you are prepared tolose the amount otherwise dun.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378789093","repostId":"1107502469","repostType":4,"repost":{"id":"1107502469","pubTimestamp":1619060186,"share":"https://ttm.financial/m/news/1107502469?lang=&edition=fundamental","pubTime":"2021-04-22 10:56","market":"us","language":"en","title":"Dogecoin army’s campaign to drive crypto to $1 was a bust — so why are the bulls feeling vindicated?","url":"https://stock-news.laohu8.com/highlight/detail?id=1107502469","media":"MarketWatch","summary":"It was a dollar or bust for the dogecoin community on Wednesday — and now it seems that dogecoin fan","content":"<p>It was a dollar or bust for the dogecoin community on Wednesday — and now it seems that dogecoin fanatics have been left with only the bust. However, a failed attempt at producing an epic rally in doge doesn’t seem to have deflated the staunchest supporters of the parody coin.</p>\n<p>A social-media initiative to drive dogecoin to the $1 level for the first time ended the way it was most likely to, according to skeptics.</p>\n<p>DogecoinDOGEUSD,-5.25%was last changing hands on CoinDesk at about 31 cents on Wednesday, down 15% on the day, and off more than 30% from a peak of 45.05 cents put in on April 16.</p>\n<p>Wednesday’s trading action comes after Tuesday’s campaign fell about 70 cents shy of its ambitious goal. Dogecoin fans on social sites Reddit and Discord, using hashtags #DogeDay and #Doge420, aimed to promote the day for the crypto as “Doge Day,” in an effort to help propel the surging crypto into the stratosphere, adding to the asset’s already spectacular gains of 2021.</p>\n<p>Indeed, dogecoin owners have enjoyed a parabolic surge in the so-called meme asset that was engineered back in 2013 as a lighthearted riff on the bitcoinBTCUSD,-2.17%phenomenon. It is up around 6,500% so far this year. By comparison, gold futuresGC00,+0.04%are down some 5.5% in 2021, while the Dow Jones Industrial AverageDJIA,+0.93%and the S&amp;P 500SPX,+0.93%are both up by around 11%.</p>\n<p>Put another way, $1,000 invested in dogecoin at the start of the year would be worth over $57,000, based on MarketWatch’s calculation of a starting price of 0.005405 cent for dogecoin and a roughly 31 cent trading price now.</p>\n<p>Still, fans of dogecoin have ignored warnings from skeptics who point to the dangers of investing in an asset that doesn’t boast the utility or “store of value” concepts linked to bitcoin and Ethereum’s EtherETHUSD,+0.34%.</p>\n<p>On Redditor using the handle EthereumDreamexplained why dogecoinisn’t considered to be in the same league as Ether or bitcoin:</p>\n<blockquote>\n Bitcoin has a supply limit. No coins can ever be added above 21 million, so it is considered a good store of value. Unlike Bitcoin, Dogecoin is inflationary and has no supply limit. Each minute, 10,000 Doge is added into the network. At this rate, miners add more than 5 billion coins per year.\n</blockquote>\n<p>On Reddit’s r/dogecoin chat forum, meanwhile, bullish investors were still touting the fact that the crypto was trading at 30 cents, compared with less than a penny at the start of 2021.</p>\n<p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dogecoin army’s campaign to drive crypto to $1 was a bust — so why are the bulls feeling vindicated?</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\">\nDogecoin army’s campaign to drive crypto to $1 was a bust — so why are the bulls feeling vindicated?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/dogecoin-armys-campaign-to-drive-crypto-to-1-was-a-bustso-why-do-bulls-still-feel-vindicated-11619024046?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It was a dollar or bust for the dogecoin community on Wednesday — and now it seems that dogecoin fanatics have been left with only the bust. However, a failed attempt at producing an epic rally in ...</p>\n\n<a href=\"https://www.marketwatch.com/story/dogecoin-armys-campaign-to-drive-crypto-to-1-was-a-bustso-why-do-bulls-still-feel-vindicated-11619024046?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/dogecoin-armys-campaign-to-drive-crypto-to-1-was-a-bustso-why-do-bulls-still-feel-vindicated-11619024046?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107502469","content_text":"It was a dollar or bust for the dogecoin community on Wednesday — and now it seems that dogecoin fanatics have been left with only the bust. However, a failed attempt at producing an epic rally in doge doesn’t seem to have deflated the staunchest supporters of the parody coin.\nA social-media initiative to drive dogecoin to the $1 level for the first time ended the way it was most likely to, according to skeptics.\nDogecoinDOGEUSD,-5.25%was last changing hands on CoinDesk at about 31 cents on Wednesday, down 15% on the day, and off more than 30% from a peak of 45.05 cents put in on April 16.\nWednesday’s trading action comes after Tuesday’s campaign fell about 70 cents shy of its ambitious goal. Dogecoin fans on social sites Reddit and Discord, using hashtags #DogeDay and #Doge420, aimed to promote the day for the crypto as “Doge Day,” in an effort to help propel the surging crypto into the stratosphere, adding to the asset’s already spectacular gains of 2021.\nIndeed, dogecoin owners have enjoyed a parabolic surge in the so-called meme asset that was engineered back in 2013 as a lighthearted riff on the bitcoinBTCUSD,-2.17%phenomenon. It is up around 6,500% so far this year. By comparison, gold futuresGC00,+0.04%are down some 5.5% in 2021, while the Dow Jones Industrial AverageDJIA,+0.93%and the S&P 500SPX,+0.93%are both up by around 11%.\nPut another way, $1,000 invested in dogecoin at the start of the year would be worth over $57,000, based on MarketWatch’s calculation of a starting price of 0.005405 cent for dogecoin and a roughly 31 cent trading price now.\nStill, fans of dogecoin have ignored warnings from skeptics who point to the dangers of investing in an asset that doesn’t boast the utility or “store of value” concepts linked to bitcoin and Ethereum’s EtherETHUSD,+0.34%.\nOn Redditor using the handle EthereumDreamexplained why dogecoinisn’t considered to be in the same league as Ether or bitcoin:\n\n Bitcoin has a supply limit. No coins can ever be added above 21 million, so it is considered a good store of value. Unlike Bitcoin, Dogecoin is inflationary and has no supply limit. Each minute, 10,000 Doge is added into the network. At this rate, miners add more than 5 billion coins per year.\n\nOn Reddit’s r/dogecoin chat forum, meanwhile, bullish investors were still touting the fact that the crypto was trading at 30 cents, compared with less than a penny at the start of 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371538888,"gmtCreate":1618959874844,"gmtModify":1704717390139,"author":{"id":"3581895154360847","authorId":"3581895154360847","name":"Grimp","avatar":"https://static.tigerbbs.com/539f31e0708be89716bcdba0a14a4412","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581895154360847","authorIdStr":"3581895154360847"},"themes":[],"htmlText":"Sounds good on ocean digital","listText":"Sounds good on ocean digital","text":"Sounds good on ocean digital","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371538888","repostId":"2128842616","repostType":4,"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}