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NEW YORK, July 30 - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.Shares of oth","content":"<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter & Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</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>Wall Street declines with Amazon; S&P 500 posts gains for month</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\">\nWall Street declines with Amazon; S&P 500 posts gains for month\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-31 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter & Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","OEF":"标普100指数ETF-iShares","OEX":"标普100",".SPX":"S&P 500 Index","COMP":"Compass, Inc.","SPY":"标普500ETF","IVV":"标普500指数ETF","CAT":"卡特彼勒","AMZN":"亚马逊","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155001152","content_text":"Pinterest sinks on stalled U.S. user growth\nU.S. consumer spending rises in June, inflation increases (Updates to close)\n\nNEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.\nAmazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.\nShares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and Facebook Inc, were mostly lower.\n\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.\nData on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.\nUnofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.\nStrong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.\n\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.\nAlso on the earnings front, Pampers maker Procter & Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's Restaurant Brands International Inc jumped after the Burger King owner beat estimates for quarterly profit.\nPinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.\nCaterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.\nResults on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080793318,"gmtCreate":1649913377560,"gmtModify":1676534606185,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080793318","repostId":"1193085027","repostType":4,"repost":{"id":"1193085027","pubTimestamp":1649901046,"share":"https://ttm.financial/m/news/1193085027?lang=&edition=fundamental","pubTime":"2022-04-14 09:50","market":"us","language":"en","title":"Cathie Wood's ARK Invest Trades for 4/13: Buy 1,552,131 Shares of Ginkgo Bioworks","url":"https://stock-news.laohu8.com/highlight/detail?id=1193085027","media":"24/7 wall street","summary":"Markets bounced on Wednesday on the back of earnings and futures were fairly positive in anticipatio","content":"<html><head></head><body><p>Markets bounced on Wednesday on the back of earnings and futures were fairly positive in anticipation of more earnings Thursday. ARK Funds were fairly positive in the session. ARKW performed the best out of the group, with a 3.5% gain on the day, while ARKX did the worst, up 1.5%. The gains from the past year are slowly sliding away, but Cathie Wood may have something up her sleeve, as she is constantly reshuffling her ETFs to stand up to market headwinds.</p><p>ARK Invest has been the talk of Wall Street over the past couple of years, outperforming the market and solidifying its place among the big players in the investments world. Wood is the founder and head of this investment house, and many have compared her rising star to the likes of Warren Buffett.</p><p><b>Cathie Wood's ARK Invest Buys for 4/13</b></p><p>The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here are some notable purchases in this fund:<b>NO BUYS</b></p><p>ARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable buys in this fund:<b>15,000 shares of Quantum-Si, 6,854 shares of Personalis, 361,847 shares of Ginkgo Bioworks, & 11,744 shares of 908 Devices.</b></p><p>ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable purchases in this fund:<b>7,426 shares of Beam Therapeutics, 3,287 shares of Stratasys, 1,190,284 shares of Ginkgo Bioworks, & 3,543 shares of Intellia Therapeutics.</b></p><p>ARK Autonomous Technology & Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable purchases in the fund:<b>711 shares of Stratasys.</b></p><p>ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable purchases in the fund:<b>NO BUYS</b></p><p>Ark Space Exploration & Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. Notable trades in the fund:<b>10,567 shares of Blade Air Mobility.</b></p><p>Check out all the buys here:</p><p><img src=\"https://static.tigerbbs.com/cefc575d6bcfcb5c11aff4912d009168\" tg-width=\"941\" tg-height=\"783\" referrerpolicy=\"no-referrer\"/></p><p><b>Cathie Wood's ARK Invest Sells for 4/13</b></p><p>The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here is a notable sale in this fund:<b>29,543 shares of LendingClub.</b></p><p>ARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here is a notable sale in this fund:<b>11,746 shares of Vertex.</b></p><p>ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are the notable sales in this fund:<b>NO SALES</b></p><p>ARK Autonomous Technology & Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are a couple of notable trades in the fund:<b>NO SALES</b></p><p>ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable sales in this fund:<b>NO SALES</b></p><p>Ark Space Exploration & Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. A notable sale in this fund:<b>NO SALES.</b></p><p>Check out all the sales here:</p><p><img src=\"https://static.tigerbbs.com/175eaddc9b79bc2750d48bda620591ec\" tg-width=\"888\" tg-height=\"188\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"lsy1620372341666","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>Cathie Wood's ARK Invest Trades for 4/13: Buy 1,552,131 Shares of Ginkgo Bioworks</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\">\nCathie Wood's ARK Invest Trades for 4/13: Buy 1,552,131 Shares of Ginkgo Bioworks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-14 09:50 GMT+8 <a href=https://247wallst.com/investing/2022/04/13/cathie-woods-ark-invest-buys-for-4-13/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets bounced on Wednesday on the back of earnings and futures were fairly positive in anticipation of more earnings Thursday. ARK Funds were fairly positive in the session. ARKW performed the best ...</p>\n\n<a href=\"https://247wallst.com/investing/2022/04/13/cathie-woods-ark-invest-buys-for-4-13/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","DNA":"Ginkgo Bioworks Holdings Inc.","NTLA":"Intellia Therapeutics Inc","LC":"LendingClub","ARKQ":"ARK Autonomous Technology & Robotics ETF","BLDE":"Blade Air Mobility In.","QSI":"Quantum-Si Inc.","PSNL":"Personalis","ARKW":"ARK Next Generation Internation ETF","ARKF":"ARK Fintech Innovation ETF","SSYS":"Stratasys","BEAM":"Beam Therapeutics, Inc.","ARKG":"ARK Genomic Revolution ETF","MASS":"908 Devices Inc.","VRTX":"福泰制药"},"source_url":"https://247wallst.com/investing/2022/04/13/cathie-woods-ark-invest-buys-for-4-13/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193085027","content_text":"Markets bounced on Wednesday on the back of earnings and futures were fairly positive in anticipation of more earnings Thursday. ARK Funds were fairly positive in the session. ARKW performed the best out of the group, with a 3.5% gain on the day, while ARKX did the worst, up 1.5%. The gains from the past year are slowly sliding away, but Cathie Wood may have something up her sleeve, as she is constantly reshuffling her ETFs to stand up to market headwinds.ARK Invest has been the talk of Wall Street over the past couple of years, outperforming the market and solidifying its place among the big players in the investments world. Wood is the founder and head of this investment house, and many have compared her rising star to the likes of Warren Buffett.Cathie Wood's ARK Invest Buys for 4/13The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here are some notable purchases in this fund:NO BUYSARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable buys in this fund:15,000 shares of Quantum-Si, 6,854 shares of Personalis, 361,847 shares of Ginkgo Bioworks, & 11,744 shares of 908 Devices.ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable purchases in this fund:7,426 shares of Beam Therapeutics, 3,287 shares of Stratasys, 1,190,284 shares of Ginkgo Bioworks, & 3,543 shares of Intellia Therapeutics.ARK Autonomous Technology & Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable purchases in the fund:711 shares of Stratasys.ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable purchases in the fund:NO BUYSArk Space Exploration & Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. Notable trades in the fund:10,567 shares of Blade Air Mobility.Check out all the buys here:Cathie Wood's ARK Invest Sells for 4/13The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here is a notable sale in this fund:29,543 shares of LendingClub.ARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here is a notable sale in this fund:11,746 shares of Vertex.ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are the notable sales in this fund:NO SALESARK Autonomous Technology & Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are a couple of notable trades in the fund:NO SALESARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable sales in this fund:NO SALESArk Space Exploration & Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. A notable sale in this fund:NO SALES.Check out all the sales here:","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884637522,"gmtCreate":1631886395166,"gmtModify":1676530661889,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"Turning bear","listText":"Turning bear","text":"Turning bear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/884637522","repostId":"1187288386","repostType":4,"repost":{"id":"1187288386","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631885557,"share":"https://ttm.financial/m/news/1187288386?lang=&edition=fundamental","pubTime":"2021-09-17 21:32","market":"us","language":"en","title":"Stocks fall slightly as investors brace for more September volatility","url":"https://stock-news.laohu8.com/highlight/detail?id=1187288386","media":"Tiger Newspress","summary":"Stocks edged lower on Friday as investors remain cautious due to a resurgent Covid virus, a Federal ","content":"<p>Stocks edged lower on Friday as investors remain cautious due to a resurgent Covid virus, a Federal Reserve meeting next week and a historical tendency for September to be a weak month for equities.</p>\n<p>The Dow Jones Industrial Average lost about 57 points. The S&P 500 shed 0.2% and the Nasdaq Composite lost 0.1%</p>\n<p><img src=\"https://static.tigerbbs.com/f66a01c33612b6fbc4061b54b04e9b47\" tg-width=\"1054\" tg-height=\"437\" referrerpolicy=\"no-referrer\"></p>\n<p>History is not on the market's side with the S&P 500 averaging a 0.4% decline for September, the worst of any month, according to the Stock Trader's Almanac. Friday in particular begins a historically weak period for stocks as those September losses typically come in the back half of the month.</p>\n<p>Some of the volatility that comes during September is often surrounding so-called quadruple witching, which occurs at the close Friday. This is the expiration of stock index futures, stock index options, stock options, and single-stock futures.</p>\n<p>\"We expect volatility to increase over the next month driven by a seasonal pickup in investor uncertainty, continued virus uncertainty, and significant monetary and fiscal policy catalysts,\" wrote John Marshall, head of derivatives research for Goldman Sachs, in a note Friday. Marshall cited data showing S&P 500 volatility typically increased by 27% from August to October.</p>\n<p>Still, stocks are heading into Friday with modest gains for the week. The Dow is up 0.41% and the S&P 500 is up 0.34% since Monday. The Nasdaq Composite has gained 0.44% this week. For the month, stocks are in the red. The Dow is down 1.7% in September. The S&P 500 is off by 1.1% this month but still just 1.6% from its all-time high. The Nasdaq has lost 0.5% this month.</p>\n<p>On Thursday, the Dow Jones Industrial Average lost 63 points, after being down as much as 274 points at its low. The S&P 500 fell 0.16%. The Nasdaq Composite was the outperformer, rising 0.13% as Netflix, Microsoft and Amazon all closed in the green.</p>\n<p>The Census Bureau reported Thursday that August's retail sales increased 0.7% for the month against the Dow Jones estimate of a decline of 0.8%. However, the retail sales beat came after the initial estimate for July was revised down sharply from a month-over-month gain of 0.5% to a decline of 1.8%.</p>\n<p>A separate economic report showed that weekly jobless claims increased to 332,000 for the week ended Sept. 11, according to the Labor Department. The Dow Jones estimate was for 320,000.</p>\n<p>“The economy is widely thought to be slowing under the weight of the Delta variant. Combined with a bad historic September stock market seasonality and ongoing fears of inflation, has caused investors to recently turn cautious,” said Jim Paulsen, chief investment strategist for Leuthold Group. “With economic growth unexpectedly reviving again, investors are questioning whether they have been too cautious keeping a bid under the overall stock market.”</p>\n<p>The Federal Reserve meets for two days next week and on Wednesday is expected to give further clues as to when it may start to slow its $120 billion in monthly bond purchases that have supported the recovery, but also perhaps aided in a jump in inflation. Fed Chief Jerome Powell has said the so-called tapering could occur this year, but investors are waiting for more specifics. Some investors fear a decline in asset prices as the central bank begins to take away its easy policies.</p>\n<p>Shares of Invesco jumped after the Wall Street Journal reported the money manager is in talks to combine with State Street’s asset-management business. Invesco, which manages about $1.5 trillion, jumped 6% in morning trading.</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 fall slightly as investors brace for more September volatility</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 fall slightly as investors brace for more September volatility\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-17 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Stocks edged lower on Friday as investors remain cautious due to a resurgent Covid virus, a Federal Reserve meeting next week and a historical tendency for September to be a weak month for equities.</p>\n<p>The Dow Jones Industrial Average lost about 57 points. The S&P 500 shed 0.2% and the Nasdaq Composite lost 0.1%</p>\n<p><img src=\"https://static.tigerbbs.com/f66a01c33612b6fbc4061b54b04e9b47\" tg-width=\"1054\" tg-height=\"437\" referrerpolicy=\"no-referrer\"></p>\n<p>History is not on the market's side with the S&P 500 averaging a 0.4% decline for September, the worst of any month, according to the Stock Trader's Almanac. Friday in particular begins a historically weak period for stocks as those September losses typically come in the back half of the month.</p>\n<p>Some of the volatility that comes during September is often surrounding so-called quadruple witching, which occurs at the close Friday. This is the expiration of stock index futures, stock index options, stock options, and single-stock futures.</p>\n<p>\"We expect volatility to increase over the next month driven by a seasonal pickup in investor uncertainty, continued virus uncertainty, and significant monetary and fiscal policy catalysts,\" wrote John Marshall, head of derivatives research for Goldman Sachs, in a note Friday. Marshall cited data showing S&P 500 volatility typically increased by 27% from August to October.</p>\n<p>Still, stocks are heading into Friday with modest gains for the week. The Dow is up 0.41% and the S&P 500 is up 0.34% since Monday. The Nasdaq Composite has gained 0.44% this week. For the month, stocks are in the red. The Dow is down 1.7% in September. The S&P 500 is off by 1.1% this month but still just 1.6% from its all-time high. The Nasdaq has lost 0.5% this month.</p>\n<p>On Thursday, the Dow Jones Industrial Average lost 63 points, after being down as much as 274 points at its low. The S&P 500 fell 0.16%. The Nasdaq Composite was the outperformer, rising 0.13% as Netflix, Microsoft and Amazon all closed in the green.</p>\n<p>The Census Bureau reported Thursday that August's retail sales increased 0.7% for the month against the Dow Jones estimate of a decline of 0.8%. However, the retail sales beat came after the initial estimate for July was revised down sharply from a month-over-month gain of 0.5% to a decline of 1.8%.</p>\n<p>A separate economic report showed that weekly jobless claims increased to 332,000 for the week ended Sept. 11, according to the Labor Department. The Dow Jones estimate was for 320,000.</p>\n<p>“The economy is widely thought to be slowing under the weight of the Delta variant. Combined with a bad historic September stock market seasonality and ongoing fears of inflation, has caused investors to recently turn cautious,” said Jim Paulsen, chief investment strategist for Leuthold Group. “With economic growth unexpectedly reviving again, investors are questioning whether they have been too cautious keeping a bid under the overall stock market.”</p>\n<p>The Federal Reserve meets for two days next week and on Wednesday is expected to give further clues as to when it may start to slow its $120 billion in monthly bond purchases that have supported the recovery, but also perhaps aided in a jump in inflation. Fed Chief Jerome Powell has said the so-called tapering could occur this year, but investors are waiting for more specifics. Some investors fear a decline in asset prices as the central bank begins to take away its easy policies.</p>\n<p>Shares of Invesco jumped after the Wall Street Journal reported the money manager is in talks to combine with State Street’s asset-management business. Invesco, which manages about $1.5 trillion, jumped 6% in morning trading.</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",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187288386","content_text":"Stocks edged lower on Friday as investors remain cautious due to a resurgent Covid virus, a Federal Reserve meeting next week and a historical tendency for September to be a weak month for equities.\nThe Dow Jones Industrial Average lost about 57 points. The S&P 500 shed 0.2% and the Nasdaq Composite lost 0.1%\n\nHistory is not on the market's side with the S&P 500 averaging a 0.4% decline for September, the worst of any month, according to the Stock Trader's Almanac. Friday in particular begins a historically weak period for stocks as those September losses typically come in the back half of the month.\nSome of the volatility that comes during September is often surrounding so-called quadruple witching, which occurs at the close Friday. This is the expiration of stock index futures, stock index options, stock options, and single-stock futures.\n\"We expect volatility to increase over the next month driven by a seasonal pickup in investor uncertainty, continued virus uncertainty, and significant monetary and fiscal policy catalysts,\" wrote John Marshall, head of derivatives research for Goldman Sachs, in a note Friday. Marshall cited data showing S&P 500 volatility typically increased by 27% from August to October.\nStill, stocks are heading into Friday with modest gains for the week. The Dow is up 0.41% and the S&P 500 is up 0.34% since Monday. The Nasdaq Composite has gained 0.44% this week. For the month, stocks are in the red. The Dow is down 1.7% in September. The S&P 500 is off by 1.1% this month but still just 1.6% from its all-time high. The Nasdaq has lost 0.5% this month.\nOn Thursday, the Dow Jones Industrial Average lost 63 points, after being down as much as 274 points at its low. The S&P 500 fell 0.16%. The Nasdaq Composite was the outperformer, rising 0.13% as Netflix, Microsoft and Amazon all closed in the green.\nThe Census Bureau reported Thursday that August's retail sales increased 0.7% for the month against the Dow Jones estimate of a decline of 0.8%. However, the retail sales beat came after the initial estimate for July was revised down sharply from a month-over-month gain of 0.5% to a decline of 1.8%.\nA separate economic report showed that weekly jobless claims increased to 332,000 for the week ended Sept. 11, according to the Labor Department. The Dow Jones estimate was for 320,000.\n“The economy is widely thought to be slowing under the weight of the Delta variant. Combined with a bad historic September stock market seasonality and ongoing fears of inflation, has caused investors to recently turn cautious,” said Jim Paulsen, chief investment strategist for Leuthold Group. “With economic growth unexpectedly reviving again, investors are questioning whether they have been too cautious keeping a bid under the overall stock market.”\nThe Federal Reserve meets for two days next week and on Wednesday is expected to give further clues as to when it may start to slow its $120 billion in monthly bond purchases that have supported the recovery, but also perhaps aided in a jump in inflation. Fed Chief Jerome Powell has said the so-called tapering could occur this year, but investors are waiting for more specifics. Some investors fear a decline in asset prices as the central bank begins to take away its easy policies.\nShares of Invesco jumped after the Wall Street Journal reported the money manager is in talks to combine with State Street’s asset-management business. Invesco, which manages about $1.5 trillion, jumped 6% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839175896,"gmtCreate":1629130644415,"gmtModify":1676529942025,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"Nothing.. ","listText":"Nothing.. ","text":"Nothing..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/839175896","repostId":"2159246902","repostType":4,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083206303,"gmtCreate":1650118819273,"gmtModify":1676534650766,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"Yeah ","listText":"Yeah ","text":"Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083206303","repostId":"1175785386","repostType":4,"repost":{"id":"1175785386","pubTimestamp":1650066953,"share":"https://ttm.financial/m/news/1175785386?lang=&edition=fundamental","pubTime":"2022-04-16 07:55","market":"us","language":"en","title":"The Smart Investor Will Avoid GameStop and Bed Bath & Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=1175785386","media":"investorplace","summary":"Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to","content":"<html><head></head><body><ul><li>Bed Bath & Beyond (BBBY) just got three seats on its board.</li><li>GameStop (GME) savior Ryan Cohen ought to pick one or the other.</li><li>The smart move for investors is not to own either.</li></ul><p>Most investors following GameStop (NYSE:GME) know that Ryan Cohen, the so-called savior of the video game retailer, owns 11.9% of GME stock through RC Ventures, his holding company. Cohen also owns 9.8% of Bed Bath & Beyond (NASDAQ:BBBY).</p><p>Cohen recently gained three seats on Bed Bath & Beyond’s board. As a result, he is now fighting a war on two fronts. History tells us that most times, when an aggressor tries to fight two opponents at the same time rather than one, the outcome is generally unfavorable.</p><p>BBBY reported a fourth-quarter loss of 92 cents versus the analyst estimate of a four-cent profit. BBBY stock is down more than 9% on the news.</p><p>If Cohen is smart, he’ll stop the war on two fronts and focus on GameStop. If you’re an investor, I would caution against buying either stock. If Cohen’s not careful, he’ll hold the bag for both GameStop and Bed Bath & Beyond.</p><p>Here’s why.</p><h2>Ryan Cohen Is No Warren Buffett</h2><p>The idea for my commentary today is not original. Yahoo Finance editor-at-large Brian Sozzi recently reported some of the comments of Loop Capital Markets analyst Anthony Chukumba regarding Ryan Cohen’s large investments in both companies.</p><p>Here’s what Chukumba had to say about GameStop:</p><p>“He bought a big stake in GameStop. He became the chairman. He brought in all these executives and board members. The stock went up a ton. But have the fundamentals of the business gotten any better? Any better at all? The answer is no. And by the way, the stock peaked at $483. It’s now down to about $150,” Sozzi reported on April 12.</p><p>In February, I pointed out that savior Cohen sold Chewy (NYSE:CHWY) long before it proved it could consistently make money. I also said that his claim Chewy would have been successful no matter what products it sold fails to recognize that the pet care industry is one of the most stable in North America. So he hardly picked a tough one.</p><p>GME stock has rebounded nicely in recent weeks — it’s up 64% over the past month — as the meme stock investors piled back into Cohen’s original turnaround target.</p><p>In March, GameStop reported decent Q4 2021 sales — up 6.2% over Q4 2020 to $2.25 billion — with an adjusted loss of $1.86 a share, well off the analyst estimate of an 85-cent profit.</p><p>The company had nothing but good things to say about its strategy to transform GameStop’s business. If nothing else, Cohen is a good promoter.</p><h2>GME Stock + BBBY = Potential Bloodbath</h2><p>As I said in the intro, Bed Bath & Beyond reported a 92-cent loss in the fourth quarter, 96 cents worse than the consensus estimate. BBBY stock jumped 34% on March 7 after Cohen revealed his stake in the retailer. Its share price is now down 18% from its March 7 close.</p><p>So, Cohen now has two money-losing businesses to turn around. It’s tough enough to achieve success once. But he wants to do it twice. At this point, the smart investor would realize the probabilities of Cohen being successful on both are slim.</p><p>Chukumba is equally unimpressed by Cohen’s BBBY play:</p><p>“It’s the same thing with Bed Bath & Beyond. He bought a stake in Bed Bath & Beyond, but he said you can easily take this thing private. No you can’t. He also said the market cap of buybuy BABY is more than the entire market cap of the company. Wrong once again,” Sozzi reported. “Let’s rid ourselves of the notion he is the next Warren Buffett, the emperor has no clothes.”</p><p>He’s 100% on the mark.</p><p>The man has done little to alter either business, yet he’s ready to fight a war on two fronts. Unfortunately, this scenario has only one end — a bad one from where I sit.</p><h2>Chewy’s Not Looking So Hot</h2><p>Before ignoring my warning about betting on Cohen, remember that Chewy’s most recent quarterly report was a stinker. The company lost 15 cents a share in Q4 2021, seven cents worse than analyst expectations, while revenues were $2.39 billion, $30-million shy of the consensus.</p><p>For all of 2021, Chewy finished with a net loss of $73.8 million. It did make money on a non-GAAP adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) basis, but $6.6 million less than a year ago and with an adjusted EBITDA margin of less than 1%.</p><p>The smart thing Ryan Cohen’s done up to this point in his business career was to sell Chewy when the getting was good. That makes me think of Mark Cuban and the sale of Broadcast.com for $5.7 billion at the height of the dot-com bubble in 1999. Only Cuban took those winnings and built an empire, including the Dallas Mavericks.</p><p>Cohen’s proven he’s no Warren Buffett or Mark Cuban. For this reason, I wouldn’t buy either.</p></body></html>","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>The Smart Investor Will Avoid GameStop and Bed Bath & Beyond</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Smart Investor Will Avoid GameStop and Bed Bath & Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-16 07:55 GMT+8 <a href=https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to pick one or the other.The smart move for investors is not to own either.Most investors following ...</p>\n\n<a href=\"https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","BBBY":"3B家居"},"source_url":"https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175785386","content_text":"Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to pick one or the other.The smart move for investors is not to own either.Most investors following GameStop (NYSE:GME) know that Ryan Cohen, the so-called savior of the video game retailer, owns 11.9% of GME stock through RC Ventures, his holding company. Cohen also owns 9.8% of Bed Bath & Beyond (NASDAQ:BBBY).Cohen recently gained three seats on Bed Bath & Beyond’s board. As a result, he is now fighting a war on two fronts. History tells us that most times, when an aggressor tries to fight two opponents at the same time rather than one, the outcome is generally unfavorable.BBBY reported a fourth-quarter loss of 92 cents versus the analyst estimate of a four-cent profit. BBBY stock is down more than 9% on the news.If Cohen is smart, he’ll stop the war on two fronts and focus on GameStop. If you’re an investor, I would caution against buying either stock. If Cohen’s not careful, he’ll hold the bag for both GameStop and Bed Bath & Beyond.Here’s why.Ryan Cohen Is No Warren BuffettThe idea for my commentary today is not original. Yahoo Finance editor-at-large Brian Sozzi recently reported some of the comments of Loop Capital Markets analyst Anthony Chukumba regarding Ryan Cohen’s large investments in both companies.Here’s what Chukumba had to say about GameStop:“He bought a big stake in GameStop. He became the chairman. He brought in all these executives and board members. The stock went up a ton. But have the fundamentals of the business gotten any better? Any better at all? The answer is no. And by the way, the stock peaked at $483. It’s now down to about $150,” Sozzi reported on April 12.In February, I pointed out that savior Cohen sold Chewy (NYSE:CHWY) long before it proved it could consistently make money. I also said that his claim Chewy would have been successful no matter what products it sold fails to recognize that the pet care industry is one of the most stable in North America. So he hardly picked a tough one.GME stock has rebounded nicely in recent weeks — it’s up 64% over the past month — as the meme stock investors piled back into Cohen’s original turnaround target.In March, GameStop reported decent Q4 2021 sales — up 6.2% over Q4 2020 to $2.25 billion — with an adjusted loss of $1.86 a share, well off the analyst estimate of an 85-cent profit.The company had nothing but good things to say about its strategy to transform GameStop’s business. If nothing else, Cohen is a good promoter.GME Stock + BBBY = Potential BloodbathAs I said in the intro, Bed Bath & Beyond reported a 92-cent loss in the fourth quarter, 96 cents worse than the consensus estimate. BBBY stock jumped 34% on March 7 after Cohen revealed his stake in the retailer. Its share price is now down 18% from its March 7 close.So, Cohen now has two money-losing businesses to turn around. It’s tough enough to achieve success once. But he wants to do it twice. At this point, the smart investor would realize the probabilities of Cohen being successful on both are slim.Chukumba is equally unimpressed by Cohen’s BBBY play:“It’s the same thing with Bed Bath & Beyond. He bought a stake in Bed Bath & Beyond, but he said you can easily take this thing private. No you can’t. He also said the market cap of buybuy BABY is more than the entire market cap of the company. Wrong once again,” Sozzi reported. “Let’s rid ourselves of the notion he is the next Warren Buffett, the emperor has no clothes.”He’s 100% on the mark.The man has done little to alter either business, yet he’s ready to fight a war on two fronts. Unfortunately, this scenario has only one end — a bad one from where I sit.Chewy’s Not Looking So HotBefore ignoring my warning about betting on Cohen, remember that Chewy’s most recent quarterly report was a stinker. The company lost 15 cents a share in Q4 2021, seven cents worse than analyst expectations, while revenues were $2.39 billion, $30-million shy of the consensus.For all of 2021, Chewy finished with a net loss of $73.8 million. It did make money on a non-GAAP adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) basis, but $6.6 million less than a year ago and with an adjusted EBITDA margin of less than 1%.The smart thing Ryan Cohen’s done up to this point in his business career was to sell Chewy when the getting was good. That makes me think of Mark Cuban and the sale of Broadcast.com for $5.7 billion at the height of the dot-com bubble in 1999. Only Cuban took those winnings and built an empire, including the Dallas Mavericks.Cohen’s proven he’s no Warren Buffett or Mark Cuban. For this reason, I wouldn’t buy either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831126811,"gmtCreate":1629295921433,"gmtModify":1676529995511,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"Rollercoaster","listText":"Rollercoaster","text":"Rollercoaster","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/831126811","repostId":"1136381881","repostType":4,"repost":{"id":"1136381881","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629294828,"share":"https://ttm.financial/m/news/1136381881?lang=&edition=fundamental","pubTime":"2021-08-18 21:53","market":"us","language":"en","title":"Blockchain stocks fell in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1136381881","media":"Tiger Newspress","summary":"(Aug 18) Blockchain stocks fell in morning trading.\n\nCryptos rebounded from a late Tuesday selloff.","content":"<p>(Aug 18) Blockchain stocks fell in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/174dc9b1d3c0c85a2e11661c67bc5bf8\" tg-width=\"287\" tg-height=\"325\" width=\"100%\" height=\"auto\"></p>\n<p>Cryptos rebounded from a late Tuesday selloff.</p>\n<p><img src=\"https://static.tigerbbs.com/613db294871e263a60e5125fa914ab9d\" tg-width=\"1029\" tg-height=\"780\" width=\"100%\" height=\"auto\"></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>Blockchain stocks fell in morning trading</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\">\nBlockchain stocks fell in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-18 21:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 18) Blockchain stocks fell in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/174dc9b1d3c0c85a2e11661c67bc5bf8\" tg-width=\"287\" tg-height=\"325\" width=\"100%\" height=\"auto\"></p>\n<p>Cryptos rebounded from a late Tuesday selloff.</p>\n<p><img src=\"https://static.tigerbbs.com/613db294871e263a60e5125fa914ab9d\" tg-width=\"1029\" tg-height=\"780\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136381881","content_text":"(Aug 18) Blockchain stocks fell in morning trading.\n\nCryptos rebounded from a late Tuesday selloff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801324065,"gmtCreate":1627483876657,"gmtModify":1703490930139,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"To the moon?","listText":"To the moon?","text":"To the moon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801324065","repostId":"1179923360","repostType":4,"repost":{"id":"1179923360","pubTimestamp":1627481146,"share":"https://ttm.financial/m/news/1179923360?lang=&edition=fundamental","pubTime":"2021-07-28 22:05","market":"us","language":"en","title":"Here are three key factors to watch in Facebook’s earnings report that could propel the stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1179923360","media":"CNBC","summary":"No metric will be more important for measuring the health of Facebook’s business in its second-quart","content":"<div>\n<p>No metric will be more important for measuring the health of Facebook’s business in its second-quarter earnings results than the company’s advertising revenue.\nThat’s because this quarter will be the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are three key factors to watch in Facebook’s earnings report that could propel the stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are three key factors to watch in Facebook’s earnings report that could propel the stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 22:05 GMT+8 <a href=https://www.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No metric will be more important for measuring the health of Facebook’s business in its second-quarter earnings results than the company’s advertising revenue.\nThat’s because this quarter will be the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1179923360","content_text":"No metric will be more important for measuring the health of Facebook’s business in its second-quarter earnings results than the company’s advertising revenue.\nThat’s because this quarter will be the first for the social media company since Apple released a key iPhone software update in April. The update, known as iOS 14.5, allows iPhone and iPad users to limit companies from tracking their device’s activity. This makes it difficult for companies like Facebook to target users with personalized ads.\nNo company complained more about the impact of iOS 14.5 than Facebook, which warned that the change to the Apple software would impact small businesses’ ability to market to their customers. For a while now, Facebook has warned investors to brace for “ad targeting headwinds” related to Apple’s changes, as well as others in the internet landscape.\nThe social media giant is scheduled to release earnings Wednesday, July 28 after the bell.\nFacebook’s revenue for the second quarter, their guidance for the rest of the year and any commentary from the company’s executives during its earnings call will be telling. This quarter’s results could provide insight as to how many users opted to restrict Facebook’s tracking and whether the social media company has been able to navigate those restrictions.\n“The changes went into effect during the quarter, and we’re still seeing the rollout of the 14.5 update,” said Debra Aho Williamson, principal analyst at eMarketer. “I’m going to be very curious.”\nAlready, Facebook’s peers have navigated the challenge’s of iOS 14.5 with few setbacks. Snap, for example,was not affected by the Apple update as it had anticipated, telling analysts on its earnings call on Thursday that it had observed “higher opt-in rates than we are seeing reported generally across the industry.”Twitterechoed the sentiment, telling shareholders that the effect of Apple’s changes was lower than expected. Both companies did warn that the long-term impacts of iOS 14.5 remain to be seen, but so far, the early returns have been promising.\nHere are three Facebook storylines to follow when the company announces its second-quarter earnings:\n1. Facebook’s commerce business\nIn an effort to combat the restrictions of Apple’s iOS 14.5 update, Facebook has been ramping up its efforts to bring more commerce directly into its own apps.\nIt did this last year by introducing Facebook Shops and Instagram Shops, and more recently, the company announced plans to introduce more ways for creators to promote shoppable products through their Instagram accounts. Further,Facebook in June announced its plans to bring shops to WhatsApp, a messaging service.\nBy having users make purchases from advertisers directly on its own apps, Facebook is able to directly measure the effectiveness of its ads and provide those stats to advertisers.\nAlready, Facebook claims more than 300 million monthly Shops visitors and 1.2 million monthly active Shops across its apps. Any updates from Facebook regarding its commerce efforts will be worthwhile for investors.\n“While Q2 is not historically a big commerce quarter, social commerce is clearly coming into its own,” said Ron Josey, JMP Securities managing director.\n2. Covid’s impact on app usage\nInvestors will want to know whether the economic reopening and the expansion of Covid-19 vaccines have affected the amount of time users spend on Facebook and its various apps.\nA year ago when people worldwide were forced indoors, Facebook and other consumer apps saw their usage skyrocket as people sought to stay connected. Now, investors will want to know if that usage has taken a hit or will it continue growing.\n“Now that people are out and getting around, are they posting more or are they living in the real world? What are they doing?” said Kim Forrest, chief investment officer of Bokeh Capital.\nAdding a twist to this, however, is the growing spread of the delta variant of the coronavirus. As cases start to rise again in the U.S., investors will want to know what kind of effect, if any, the delta variant could have on Facebook usage.\n3. The regulatory outlook\nFacebook has been under the microscope of lawmakers and regulators worldwide since the company’s March 2018 Cambridge Analytica scandal, in which it was reported that a political consulting firm had improperly accessed the data of 87 million Facebook profiles in a bid to influence the 2016 presidential election.\nThis quarter included some major news regarding all of that regulatory pressure.\nMost notably,Facebook scored a major win in late June when a federal court dismissed an antitrust complaint from the Federal Trade Commission against the company as well as a parallel case brought by 48 state attorneys general. Those fights aren’t quite over just yet, but they certainly relieved some of Facebook’s headaches.\nFurther, the company came under more scrutiny in July when the Biden administration scolded the social media company for not doing enough to combat misinformation on its services that discourage people from taking Covid-19 vaccines. At one point, President Joe Biden said “they’re killing people” in regards to the misinformation on Facebook.\nHearing directly from Facebook’s leaders on their outlook for regulatory pressure following these two developments would be welcome insight for investors.\n“Getting out from underneath the FTC investigation, for the moment, takes a big weight off of Facebook’s back, but the regulatory environment isn’t getting any easier anytime soon,” said Daniel Newman, principal analyst at Futurum Research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177101086,"gmtCreate":1627184096245,"gmtModify":1703485241008,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>bull time","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>bull time","text":"$Palantir Technologies Inc.(PLTR)$bull time","images":[{"img":"https://static.tigerbbs.com/e06461c618f88e6199ac95e501dd08f9","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/177101086","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":179661895,"gmtCreate":1626519628217,"gmtModify":1703761400711,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"Yeah!","listText":"Yeah!","text":"Yeah!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/179661895","repostId":"2152168594","repostType":4,"repost":{"id":"2152168594","pubTimestamp":1626488760,"share":"https://ttm.financial/m/news/2152168594?lang=&edition=fundamental","pubTime":"2021-07-17 10:26","market":"us","language":"en","title":"Apple Stock: Next Stop, $175?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152168594","media":"TipRanks","summary":"So, Apple is having a bad year, you say?With shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.The uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.The renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. T","content":"<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","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>Apple Stock: Next Stop, $175?</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\">\nApple Stock: Next Stop, $175?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 10:26 GMT+8 <a href=https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2152168594","content_text":"So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the other mega-caps’ displays in 2021.\nWith shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.\nThe uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.\nThe renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. The analyst recently told investors Apple is well set up to outperform in 2H21. In fact, the growing confidence means Chatterjee has added Apple to the firm’s Analyst Focus List as “a Growth idea.”\n“The recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print,” the 5-star analyst said, confirming Apple is also a Top Pick.\nTo reflect the increase in build rates, Chatterjee has “modestly” increased iPhone volume expectations, but of more importance to the analyst is the “path to upside” for the shares in the medium-term.\nThis is because of the potential for better iPhone 12 sales but also due to what Chatterjee considers are low expectations from the iPhone 13’s fall launch, which could create “another leg to the upside opportunity.”\nIt’s a potent mix which is given additional allure with the launch of the iPhone SE3 next year and means Apple can “not only pleasantly surprise with a more robust iPhone 13 cycle, but also has the opportunity to drive material upside to consensus expectations for FY22.”\nTo this end, Chatterjee rates Apple shares an Overweight (i.e. Buy), while slightly lifting the price target from $170 to $175. The revised figure implying shares will add 19.5% from current levels.\nSo, that’s J.P. Morgan’s view, what does the rest of the Street have in mind for Apple? Based on 20 Buys, 5 Holds and 2 Sells, the stock currently has a Moderate Buy consensus rating. The forecast is for shares to appreciate by 8% over the coming months, given the average price target clocks in at $158.62.\nTo find good ideas for tech stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928653296,"gmtCreate":1671271613215,"gmtModify":1676538518270,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00388\">$Hong Kong Exchanges and Clearing(00388)$ </a>value","listText":"<a href=\"https://ttm.financial/S/00388\">$Hong Kong Exchanges and Clearing(00388)$ </a>value","text":"$Hong Kong Exchanges and Clearing(00388)$ value","images":[{"img":"https://community-static.tradeup.com/news/fb7888e2cc7d404c645d231c693c42cd","width":"720","height":"1295"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9928653296","isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901912775,"gmtCreate":1659111074397,"gmtModify":1676536259479,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a>bad","listText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a>bad","text":"$PayPal(PYPL)$bad","images":[{"img":"https://community-static.tradeup.com/news/f440d41c0d6c3b9a0950637a7a07a3a6","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901912775","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081020770,"gmtCreate":1650170287556,"gmtModify":1676534662574,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"Nope","listText":"Nope","text":"Nope","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081020770","repostId":"2227986989","repostType":4,"repost":{"id":"2227986989","pubTimestamp":1650153593,"share":"https://ttm.financial/m/news/2227986989?lang=&edition=fundamental","pubTime":"2022-04-17 07:59","market":"us","language":"en","title":"2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986989","media":"Motley Fool","summary":"Trading at merely 16 times free cash flow, this tech giant is a bargain buy.","content":"<html><head></head><body><p><b>Meta Platforms </b>( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.</p><p>While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms' risks and know how these will affect the financials.</p><p><img src=\"https://static.tigerbbs.com/398f53d1e7c68dd8da25b7202c250183\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><h2>It's getting harder to grow revenue</h2><p>CEO and founder Mark Zuckerberg's vision for the metaverse won't be cheap. However, he is committed to bringing about this change through the company's Reality Labs division, which provides "augmented and virtual reality related consumer hardware, software, and content." Meta broke out this division for the first time in the fourth quarter, and the results weren't pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It's also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.</p><p>Revenue is expected to be negatively affected by recent iOS privacy changes from<b> Apple</b>. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.</p><p><img src=\"https://static.tigerbbs.com/90028667ee7c0da172cd55cab6dcb759\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>Meta is also worried about ByteDance's TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook's daily active users fell from the previous quarter.</p><p>With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.</p><h2>Valuations suggest this stock is a bargain</h2><p>Are these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.</p><p>If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.</p><p>With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it's been at any time Meta's been a public company and is cheap compared to other companies in the market.</p><p><img src=\"https://static.tigerbbs.com/86b9f60c56d84ce72690d3a38faf1606\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><p>To add another factor to Meta's value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.</p><h2>When is the best time to buy?</h2><p>Meta Platforms may be facing some headwinds, but the company is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn't leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:59 GMT+8 <a href=https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4525":"远程办公概念","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4553":"喜马拉雅资本持仓","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4581":"高盛持仓","BK4508":"社交媒体","BK4573":"虚拟现实","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986989","content_text":"Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, Meta Platforms stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms' risks and know how these will affect the financials.FB Price to Free Cash Flow data by YChartsIt's getting harder to grow revenueCEO and founder Mark Zuckerberg's vision for the metaverse won't be cheap. However, he is committed to bringing about this change through the company's Reality Labs division, which provides \"augmented and virtual reality related consumer hardware, software, and content.\" Meta broke out this division for the first time in the fourth quarter, and the results weren't pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It's also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.Revenue is expected to be negatively affected by recent iOS privacy changes from Apple. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.Image source: Getty Images.Meta is also worried about ByteDance's TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook's daily active users fell from the previous quarter.With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.Valuations suggest this stock is a bargainAre these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it's been at any time Meta's been a public company and is cheap compared to other companies in the market.FB Price to Free Cash Flow data by YChartsTo add another factor to Meta's value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.When is the best time to buy?Meta Platforms may be facing some headwinds, but the company is one of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn't leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863099486,"gmtCreate":1632326873345,"gmtModify":1676530754897,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"Crazy","listText":"Crazy","text":"Crazy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/863099486","repostId":"1185018388","repostType":4,"repost":{"id":"1185018388","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632325664,"share":"https://ttm.financial/m/news/1185018388?lang=&edition=fundamental","pubTime":"2021-09-22 23:47","market":"us","language":"en","title":"Toast opens for trading at $62.6, up about 56% from IPO price","url":"https://stock-news.laohu8.com/highlight/detail?id=1185018388","media":"Tiger Newspress","summary":"(Sept 22) Restaurant-focused tech company stands to be valued at $30 billion based on recent trading","content":"<p>(Sept 22) Restaurant-focused tech company stands to be valued at $30 billion based on recent trading.</p>\n<p><a href=\"https://laohu8.com/S/TOST\">Toast, Inc.</a>shares popped 56% in their trading debut Wednesday, marking a warm Wall Street welcome for the maker of restaurant-focused software and payment technology.</p>\n<p><img src=\"https://static.tigerbbs.com/6e815311a95d5f06b4eff3a9471a7087\" tg-width=\"1080\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></p>\n<p>Shares of Toast opened at $65.26, above their initial-public-offering price of $40, which itself came in above a raised expected range of $34 to $36. Toast raised $868 million through the offering and stands to be valued at $31.2 billion based on its recent trading price of $62.50.</p>\n<p>Toast has a variety of payment offerings for restaurants, including point-of-sale hardware, team-management tools, and software that enables establishments to take online orders. The company's technology was present in about 48,000 restaurant locations as of the end of June.</p>\n<p>Among the most popular Toast products are its payment hardware, online tools, and marketing offerings, Chief Financial Officer Elena Gomez told MarketWatch. Over half of the company's customers adopt more than four products and she is \"excited and encouraged that more customers are adopting entirety of the platform.\"</p>\n<p>The company generated revenue of $704 million during the first six months of 2021, while posting a net loss of $235 million. That compares to $344 million in revenue and a net loss of $125 million during the first six months of 2020.</p>\n<p>Asked about the company's approach to the bottom line, Chief Financial Officer Elena Gomez told MarketWatch that the company plans continued investments in its platform. \"At the highest level we have such a massive opportunity that we're going to continue to support customers and invest for growth,\" she said.</p>\n<p>One growth aim for Toast is international expansion, according the company's prospectus. Toast currently captures perhaps only 6% of the U.S. market, Gomez said, but the company also sees a \"significant opportunity\" to attract customers in new geographies, Gomez said.</p>\n<p>Toast's debut comes at a time that the Renaissance IPO exchange-traded fund <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has rallied 6.7% over the past three months, while the S&P 500 index has gained 3.7%.</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>Toast opens for trading at $62.6, up about 56% from IPO price</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\">\nToast opens for trading at $62.6, up about 56% from IPO price\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-22 23:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Sept 22) Restaurant-focused tech company stands to be valued at $30 billion based on recent trading.</p>\n<p><a href=\"https://laohu8.com/S/TOST\">Toast, Inc.</a>shares popped 56% in their trading debut Wednesday, marking a warm Wall Street welcome for the maker of restaurant-focused software and payment technology.</p>\n<p><img src=\"https://static.tigerbbs.com/6e815311a95d5f06b4eff3a9471a7087\" tg-width=\"1080\" tg-height=\"1868\" referrerpolicy=\"no-referrer\"></p>\n<p>Shares of Toast opened at $65.26, above their initial-public-offering price of $40, which itself came in above a raised expected range of $34 to $36. Toast raised $868 million through the offering and stands to be valued at $31.2 billion based on its recent trading price of $62.50.</p>\n<p>Toast has a variety of payment offerings for restaurants, including point-of-sale hardware, team-management tools, and software that enables establishments to take online orders. The company's technology was present in about 48,000 restaurant locations as of the end of June.</p>\n<p>Among the most popular Toast products are its payment hardware, online tools, and marketing offerings, Chief Financial Officer Elena Gomez told MarketWatch. Over half of the company's customers adopt more than four products and she is \"excited and encouraged that more customers are adopting entirety of the platform.\"</p>\n<p>The company generated revenue of $704 million during the first six months of 2021, while posting a net loss of $235 million. That compares to $344 million in revenue and a net loss of $125 million during the first six months of 2020.</p>\n<p>Asked about the company's approach to the bottom line, Chief Financial Officer Elena Gomez told MarketWatch that the company plans continued investments in its platform. \"At the highest level we have such a massive opportunity that we're going to continue to support customers and invest for growth,\" she said.</p>\n<p>One growth aim for Toast is international expansion, according the company's prospectus. Toast currently captures perhaps only 6% of the U.S. market, Gomez said, but the company also sees a \"significant opportunity\" to attract customers in new geographies, Gomez said.</p>\n<p>Toast's debut comes at a time that the Renaissance IPO exchange-traded fund <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> has rallied 6.7% over the past three months, while the S&P 500 index has gained 3.7%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TOST":"Toast, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185018388","content_text":"(Sept 22) Restaurant-focused tech company stands to be valued at $30 billion based on recent trading.\nToast, Inc.shares popped 56% in their trading debut Wednesday, marking a warm Wall Street welcome for the maker of restaurant-focused software and payment technology.\n\nShares of Toast opened at $65.26, above their initial-public-offering price of $40, which itself came in above a raised expected range of $34 to $36. Toast raised $868 million through the offering and stands to be valued at $31.2 billion based on its recent trading price of $62.50.\nToast has a variety of payment offerings for restaurants, including point-of-sale hardware, team-management tools, and software that enables establishments to take online orders. The company's technology was present in about 48,000 restaurant locations as of the end of June.\nAmong the most popular Toast products are its payment hardware, online tools, and marketing offerings, Chief Financial Officer Elena Gomez told MarketWatch. Over half of the company's customers adopt more than four products and she is \"excited and encouraged that more customers are adopting entirety of the platform.\"\nThe company generated revenue of $704 million during the first six months of 2021, while posting a net loss of $235 million. That compares to $344 million in revenue and a net loss of $125 million during the first six months of 2020.\nAsked about the company's approach to the bottom line, Chief Financial Officer Elena Gomez told MarketWatch that the company plans continued investments in its platform. \"At the highest level we have such a massive opportunity that we're going to continue to support customers and invest for growth,\" she said.\nOne growth aim for Toast is international expansion, according the company's prospectus. Toast currently captures perhaps only 6% of the U.S. market, Gomez said, but the company also sees a \"significant opportunity\" to attract customers in new geographies, Gomez said.\nToast's debut comes at a time that the Renaissance IPO exchange-traded fund $(IPO.UK)$ has rallied 6.7% over the past three months, while the S&P 500 index has gained 3.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882522651,"gmtCreate":1631709830473,"gmtModify":1676530614419,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>bad","listText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>bad","text":"$Roblox Corporation(RBLX)$bad","images":[{"img":"https://static.tigerbbs.com/4604bbca8e73004b58a2558b1acb1ddb","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/882522651","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":830372362,"gmtCreate":1629020518456,"gmtModify":1676529912100,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830372362","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","pubTimestamp":1628997765,"share":"https://ttm.financial/m/news/1127633167?lang=&edition=fundamental","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p>\n<p>The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p>\n<p>Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p>\n<p>Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p>\n<p>Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p>\n<p><i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p>\n<p>Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p>\n<table>\n <thead>\n <tr>\n <th>Company / Ticker</th>\n <th>Recent Price</th>\n <th>YTD Change</th>\n <th>2021E P/E</th>\n <th>2021E Price/Sales</th>\n <th>2022E P/E</th>\n <th>2022E Price/Sales</th>\n <th>LT Growth Rate*</th>\n <th>Market Value (bil)</th>\n <th>Comment</th>\n </tr>\n </thead>\n <tbody>\n <tr>\n <td>Amedysis / AMED</td>\n <td>$185.15</td>\n <td>-37%</td>\n <td>30.2</td>\n <td>2.7</td>\n <td>27.7</td>\n <td>2.4</td>\n <td>10.5%</td>\n <td>$6.3</td>\n <td>Leader in home health care</td>\n </tr>\n <tr>\n <td>Amyris / AMRS</td>\n <td>13.64</td>\n <td>121</td>\n <td>NM</td>\n <td>10.4</td>\n <td>NM</td>\n <td>9.7</td>\n <td>NA</td>\n <td>4.1</td>\n <td>Leading company in synthetic biology</td>\n </tr>\n <tr>\n <td>Booz Allen Hamilton Holding / BAH</td>\n <td>81.73</td>\n <td>-6</td>\n <td>19.4</td>\n <td>1.3</td>\n <td>17.7</td>\n <td>1.2</td>\n <td>8.6</td>\n <td>11.0</td>\n <td>Defense-department consultant</td>\n </tr>\n <tr>\n <td>J.B. Hunt Transport Services / JBHT</td>\n <td>172.76</td>\n <td>26</td>\n <td>25.8</td>\n <td>1.5</td>\n <td>22.2</td>\n <td>1.4</td>\n <td>18.4</td>\n <td>18.2</td>\n <td>Strong in intermodal freight</td>\n </tr>\n <tr>\n <td>Marriott Vacations Worldwide / VAC</td>\n <td>147.15</td>\n <td>7</td>\n <td>40.9</td>\n <td>1.6</td>\n <td>15.7</td>\n <td>1.4</td>\n <td>NA</td>\n <td>6.3</td>\n <td>Top company in vacation timeshares</td>\n </tr>\n <tr>\n <td>SiteOne Landscape Supply / SITE</td>\n <td>197.10</td>\n <td>24</td>\n <td>45.7</td>\n <td>2.6</td>\n <td>43.5</td>\n <td>2.5</td>\n <td>19.3</td>\n <td>8.8</td>\n <td>Big supplier of landscaping supplies</td>\n </tr>\n <tr>\n <td>Staar Surgical / STAA</td>\n <td>138.19</td>\n <td>74</td>\n <td>192.3</td>\n <td>28.6</td>\n <td>140.8</td>\n <td>22.5</td>\n <td>30.0</td>\n <td>6.6</td>\n <td>Maker of implantable lens for myopia</td>\n </tr>\n <tr>\n <td>Stitch Fix / SFIX</td>\n <td>44.38</td>\n <td>-24</td>\n <td>NM</td>\n <td>1.9</td>\n <td>1890.3</td>\n <td>1.7</td>\n <td>30.0</td>\n <td>4.8</td>\n <td>Data-driven subscription clothing firm</td>\n </tr>\n <tr>\n <td>Trex / TREX</td>\n <td>105.94</td>\n <td>27</td>\n <td>51.9</td>\n <td>10.5</td>\n <td>43.6</td>\n <td>9.3</td>\n <td>18.8</td>\n <td>12.2</td>\n <td>Top maker of synthetic wood decking</td>\n </tr>\n <tr>\n <td>Upwork / UPWK</td>\n <td>44.31</td>\n <td>28</td>\n <td>NM</td>\n <td>11.4</td>\n <td>556.8</td>\n <td>9.2</td>\n <td>NA</td>\n <td>5.7</td>\n <td>Online clearinghouse for free-lancers</td>\n </tr>\n </tbody>\n</table>\n<p>E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p>\n<p>Source: FactSet</p>\n<p>Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p>\n<p>“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p>\n<p>Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p>\n<p>Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p>\n<p>Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p>\n<p><i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p>\n<p>“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p>\n<p>Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p>\n<p>“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p>\n<p>J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p>\n<p>J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p>\n<p>Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p>\n<p>Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p>\n<p>“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p>\n<p>The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p>\n<p>SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p>\n<p></p>\n<p>“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p>\n<p>The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p>\n<p>Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p>\n<p>“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p>\n<p>Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p>\n<p>At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p>\n<p>Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p>\n<p>“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p>\n<p>Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p>\n<p>Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p>\n<p>Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p>\n<p>T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p>\n<p>Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p>\n<p>The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p>\n<p>The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p>\n<p>“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Standout Stocks Could Be the Next Amazon</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\">\nThese 10 Standout Stocks Could Be the Next Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 11:22 GMT+8 <a href=https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SFIX":"Stitch Fix Inc.","TREX":"Trex Co Inc","STAA":"STAAR Surgical Company","AMED":"阿米斯医疗","VAC":"万豪度假环球","UPWK":"Upwork Inc.","AMRS":"阿米瑞斯","SITE":"SiteOne Landscape Supply, Inc.","BAH":"博思艾伦咨询公司","JBHT":"JB Hunt运输服务"},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170245141,"gmtCreate":1626439267183,"gmtModify":1703760170226,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170245141","repostId":"1155747729","repostType":4,"repost":{"id":"1155747729","pubTimestamp":1626439037,"share":"https://ttm.financial/m/news/1155747729?lang=&edition=fundamental","pubTime":"2021-07-16 20:37","market":"hk","language":"en","title":"Retail sales bounce back in June after May decline revised lower","url":"https://stock-news.laohu8.com/highlight/detail?id=1155747729","media":"seekingalpha","summary":"June Retail Sales: +0.6% M/M vs. -0.4% consensus and -1.7% prior (revised from -1.3%).\nTotal sales f","content":"<ul>\n <li>June Retail Sales: +0.6% M/M vs. -0.4% consensus and -1.7% prior (revised from -1.3%).</li>\n <li>Total sales for April-June 2021 increased 31.5% from the same period a year ago, reflecting the recovery from the pandemic.</li>\n <li>Retail trade sales moved up 0.3% from May and 15.6% Y/Y. Clothing and accessories stores saw robust gains, up 47.1% from June 2020, while sales at bars and restaurants surged 40.2% from a year ago.</li>\n <li>Core Retail Sales: +1.3% M/M vs. +0.5% consensus and -0.9% prior (revised from -0.7%).</li>\n <li>Ex-Auto & Gas: +1.1% M/M vs. +0.3% consensus and -1.0% prior (revised from -0.8%).</li>\n</ul>","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>Retail sales bounce back in June after May decline revised lower</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\">\nRetail sales bounce back in June after May decline revised lower\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 20:37 GMT+8 <a href=https://seekingalpha.com/news/3715926-retail-sales-bounce-back-in-june-after-may-decline-revised-lower><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>June Retail Sales: +0.6% M/M vs. -0.4% consensus and -1.7% prior (revised from -1.3%).\nTotal sales for April-June 2021 increased 31.5% from the same period a year ago, reflecting the recovery from the...</p>\n\n<a href=\"https://seekingalpha.com/news/3715926-retail-sales-bounce-back-in-june-after-may-decline-revised-lower\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/news/3715926-retail-sales-bounce-back-in-june-after-may-decline-revised-lower","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155747729","content_text":"June Retail Sales: +0.6% M/M vs. -0.4% consensus and -1.7% prior (revised from -1.3%).\nTotal sales for April-June 2021 increased 31.5% from the same period a year ago, reflecting the recovery from the pandemic.\nRetail trade sales moved up 0.3% from May and 15.6% Y/Y. Clothing and accessories stores saw robust gains, up 47.1% from June 2020, while sales at bars and restaurants surged 40.2% from a year ago.\nCore Retail Sales: +1.3% M/M vs. +0.5% consensus and -0.9% prior (revised from -0.7%).\nEx-Auto & Gas: +1.1% M/M vs. +0.3% consensus and -1.0% prior (revised from -0.8%).","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936127000,"gmtCreate":1662731469101,"gmtModify":1676537128876,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a>slowly..","listText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a>slowly..","text":"$PayPal(PYPL)$slowly..","images":[{"img":"https://community-static.tradeup.com/news/97f3b9a9deb67c7f30725d2b10a1cd10","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9936127000","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9907433911,"gmtCreate":1660229354236,"gmtModify":1703499145155,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907433911","repostId":"1141311315","repostType":4,"repost":{"id":"1141311315","pubTimestamp":1660231805,"share":"https://ttm.financial/m/news/1141311315?lang=&edition=fundamental","pubTime":"2022-08-11 23:30","market":"other","language":"en","title":"ARKK: Cathie Wood Now Playing Both Sides","url":"https://stock-news.laohu8.com/highlight/detail?id=1141311315","media":"Seeking Alpha","summary":"SummaryBehind the scenes movements continue in multiple ETFs.Flagship fund ARKK is now essentially b","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Behind the scenes movements continue in multiple ETFs.</li><li>Flagship fund ARKK is now essentially buying and selling in the same day.</li><li>Transparency is a key as ARKK ETF's performance continues to deteriorate.</li></ul><p>Back in late March, I detailed how there was some unusual activity going onwith the ARK Innovation ETF (NYSEARCA:ARKK). Cathie Wood's flagship fund was making more moves with some of its components than investors could see in the firm's daily trades e-mail. A number of months later, these behind the scenes moves have continued, but they just took another step further that really brings into question the firm's supposed transparency.</p><p>As a reminder, the ARKK ETF was effectively selling certain names behind the scenes. On a daily basis back then, 7 names were being underweighted when it came to inflows or redemptions. For example, if ARKK experienced an inflow equal to say 1% of its assets, these stocks might only get an inflow equal to say 0.3% of their previous day's position, or they might not have an increase at all. On days where there were redemptions, these select names would see a larger decrease in their positions, on a percentage basis, than the rest of the fund's holdings.</p><p>These unusual moves weren't just happening in the flagship fund, however. I also saw it happening in the ARK Genomic Revolution ETF (ARKG) that had some similar components to ARKK. Teladoc (TDOC) and CRISPR Therapeutics (CRSP) saw this underweighting happen in both ETFs, for example, and we're talking about quite significant share amounts that accumulated over time. It was hard to listen to Cathie Wood be so positive on Teladoc when she was effectively trying to reduce her firm's holding of the name without anyone really knowing unless you tracked every position on a daily basis.</p><p>Since I started tracking these occurrences earlier this year, I estimate about $300 million worth of stock has been impacted by these behind the scenes moves. That number is likely a bit low considering I've only followed ARKK's daily changes in depth, with just a small focus on ARKG for a couple of weeks. If this situation is also happening in any of the firm's other four active ETFs, we could be talking about half a billion dollars or more of unusual activity. This is just what I've seen so far in 2022, as this also happened last year as well, and we know the ARK ETFs have been around for several years now.</p><p>Cathie Wood and ARK Invest like to boast how transparent they are, but this activity would seem to go against that notion to quite a degree. Unfortunately, it seems the team there has taken this situation to another level this week. In the graphic below, you can see position changes for ARKK on Monday for a chunk of the ETF's holdings. The rest of the names not seen also showed a redemption equal to 0.40% of their Friday holding size.</p><p><img src=\"https://static.tigerbbs.com/e26fb195da40a81edfa5b79bd72607d0\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/></p><p>ARKK Changes August 8th(ARK Invest)</p><p>You will notice that Invitae (NVTA) shows a redemption of 70 basis points for the day, unlike the rest of the ETF's components that were down on Monday by 40 basis points. The genetics company has seen its shares drop in recent weeks after a major revenue warning put its growth story in question for the next couple of years. Cathie Wood has been a major supporter of Invitae in the past couple of years, accumulating a position from the double digits down to the low single digits where shares currently trade.</p><p>This small genetics firm is one of a handful of names where ARK Invest owns more than 10% of the entire company through its 8 total active and index ETFs. Invitae was one of the original 7 names back in March and April that saw this unusual inflow or redemption activity, and this pattern has continued with the stock for a number of months now. Monday, however, was different as you may have noticed above in the daily e-mail column. If you missed it, here's what ARK Invest detailed for its ARKK trades on Monday.</p><p><img src=\"https://static.tigerbbs.com/661bbd8e399c1fa687a1fbd5e9405969\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>ARKK August 8th Trades(ARK Invest)</p><p>So to recap what happened here - on Monday, the ARKK ETF increased its allocation to Invitae by more than 626,000 shares. On the same day, Cathie Wood and her team reduced the Invitae allocation by 30 basis points of its prior trading day's position by underweighting it in the redemption basket. Thus, it appears that ARKK is trying to be positive on Invitae by showcasing it in the daily trades e-mail, but reducing the position behind the scenes a bit more due to redemptions than the rest of the ETF's holdings.</p><p>I should note that during these three major activities of unusual activity, the behind the scenes activity for Invitae has roughly equaled 3.6 million shares. This means that had the inflow or redemption amount on a percentage basis been the same for Invitae as the rest of the ETF's holdings on a daily basis, the ARKK position in Invitae would be nearly 20% more than its current roughly 18.4 million shares. That's quite a significant difference that most investors may not be aware of.</p><p>The idea of transparency here gains greater importance as Cathie Wood's active ETFs have performed terribly over the past 18 months or so. As pointed out on Twitter, 21 of the flagship fund's holdings have already reported a revenue, EPS, or subscriber miss during this earnings season so far, or they issued lower than expected revenue guidance for their current fiscal quarter and or year. With the dramatic pullback in ARKK shares from its nearly $160 peak to the high $40s currently, the ETF is now trailing the Invesco QQQ ETF (QQQ) by more than 75 percentage points since inception as seen below.</p><p><img src=\"https://static.tigerbbs.com/72f30fda7cff25e20ea7640267b73147\" tg-width=\"640\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>ARKK vs. QQQ Performance (Yahoo! Finance)</p><p>In the end, the behind the scenes activity in ARKK has continued, but the fund took an extra step forward on Monday. The active ETF firm detailed that it increased its allocation by over 626 thousand shares of genetics company Invitae during the day, but also meaningfully underweighted the name for its redemption basket on Monday. This essentially makes it seem like Cathie Wood and her team are buying and selling the name at the same time, but really only highlighting the purchase activity in a more public way (the daily trades e-mail). In total, we're now talking about hundreds of millions of dollars' worth of stock that has been impacted in less than six months. It's not a good look for a firm that continues to talk about its tremendous transparency, especially at a time when its performance is very disappointing.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARKK: Cathie Wood Now Playing Both Sides</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\">\nARKK: Cathie Wood Now Playing Both Sides\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 23:30 GMT+8 <a href=https://seekingalpha.com/article/4532392-arkk-cathie-wood-now-playing-both-sides><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBehind the scenes movements continue in multiple ETFs.Flagship fund ARKK is now essentially buying and selling in the same day.Transparency is a key as ARKK ETF's performance continues to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532392-arkk-cathie-wood-now-playing-both-sides\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://seekingalpha.com/article/4532392-arkk-cathie-wood-now-playing-both-sides","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141311315","content_text":"SummaryBehind the scenes movements continue in multiple ETFs.Flagship fund ARKK is now essentially buying and selling in the same day.Transparency is a key as ARKK ETF's performance continues to deteriorate.Back in late March, I detailed how there was some unusual activity going onwith the ARK Innovation ETF (NYSEARCA:ARKK). Cathie Wood's flagship fund was making more moves with some of its components than investors could see in the firm's daily trades e-mail. A number of months later, these behind the scenes moves have continued, but they just took another step further that really brings into question the firm's supposed transparency.As a reminder, the ARKK ETF was effectively selling certain names behind the scenes. On a daily basis back then, 7 names were being underweighted when it came to inflows or redemptions. For example, if ARKK experienced an inflow equal to say 1% of its assets, these stocks might only get an inflow equal to say 0.3% of their previous day's position, or they might not have an increase at all. On days where there were redemptions, these select names would see a larger decrease in their positions, on a percentage basis, than the rest of the fund's holdings.These unusual moves weren't just happening in the flagship fund, however. I also saw it happening in the ARK Genomic Revolution ETF (ARKG) that had some similar components to ARKK. Teladoc (TDOC) and CRISPR Therapeutics (CRSP) saw this underweighting happen in both ETFs, for example, and we're talking about quite significant share amounts that accumulated over time. It was hard to listen to Cathie Wood be so positive on Teladoc when she was effectively trying to reduce her firm's holding of the name without anyone really knowing unless you tracked every position on a daily basis.Since I started tracking these occurrences earlier this year, I estimate about $300 million worth of stock has been impacted by these behind the scenes moves. That number is likely a bit low considering I've only followed ARKK's daily changes in depth, with just a small focus on ARKG for a couple of weeks. If this situation is also happening in any of the firm's other four active ETFs, we could be talking about half a billion dollars or more of unusual activity. This is just what I've seen so far in 2022, as this also happened last year as well, and we know the ARK ETFs have been around for several years now.Cathie Wood and ARK Invest like to boast how transparent they are, but this activity would seem to go against that notion to quite a degree. Unfortunately, it seems the team there has taken this situation to another level this week. In the graphic below, you can see position changes for ARKK on Monday for a chunk of the ETF's holdings. The rest of the names not seen also showed a redemption equal to 0.40% of their Friday holding size.ARKK Changes August 8th(ARK Invest)You will notice that Invitae (NVTA) shows a redemption of 70 basis points for the day, unlike the rest of the ETF's components that were down on Monday by 40 basis points. The genetics company has seen its shares drop in recent weeks after a major revenue warning put its growth story in question for the next couple of years. Cathie Wood has been a major supporter of Invitae in the past couple of years, accumulating a position from the double digits down to the low single digits where shares currently trade.This small genetics firm is one of a handful of names where ARK Invest owns more than 10% of the entire company through its 8 total active and index ETFs. Invitae was one of the original 7 names back in March and April that saw this unusual inflow or redemption activity, and this pattern has continued with the stock for a number of months now. Monday, however, was different as you may have noticed above in the daily e-mail column. If you missed it, here's what ARK Invest detailed for its ARKK trades on Monday.ARKK August 8th Trades(ARK Invest)So to recap what happened here - on Monday, the ARKK ETF increased its allocation to Invitae by more than 626,000 shares. On the same day, Cathie Wood and her team reduced the Invitae allocation by 30 basis points of its prior trading day's position by underweighting it in the redemption basket. Thus, it appears that ARKK is trying to be positive on Invitae by showcasing it in the daily trades e-mail, but reducing the position behind the scenes a bit more due to redemptions than the rest of the ETF's holdings.I should note that during these three major activities of unusual activity, the behind the scenes activity for Invitae has roughly equaled 3.6 million shares. This means that had the inflow or redemption amount on a percentage basis been the same for Invitae as the rest of the ETF's holdings on a daily basis, the ARKK position in Invitae would be nearly 20% more than its current roughly 18.4 million shares. That's quite a significant difference that most investors may not be aware of.The idea of transparency here gains greater importance as Cathie Wood's active ETFs have performed terribly over the past 18 months or so. As pointed out on Twitter, 21 of the flagship fund's holdings have already reported a revenue, EPS, or subscriber miss during this earnings season so far, or they issued lower than expected revenue guidance for their current fiscal quarter and or year. With the dramatic pullback in ARKK shares from its nearly $160 peak to the high $40s currently, the ETF is now trailing the Invesco QQQ ETF (QQQ) by more than 75 percentage points since inception as seen below.ARKK vs. QQQ Performance (Yahoo! Finance)In the end, the behind the scenes activity in ARKK has continued, but the fund took an extra step forward on Monday. The active ETF firm detailed that it increased its allocation by over 626 thousand shares of genetics company Invitae during the day, but also meaningfully underweighted the name for its redemption basket on Monday. This essentially makes it seem like Cathie Wood and her team are buying and selling the name at the same time, but really only highlighting the purchase activity in a more public way (the daily trades e-mail). In total, we're now talking about hundreds of millions of dollars' worth of stock that has been impacted in less than six months. It's not a good look for a firm that continues to talk about its tremendous transparency, especially at a time when its performance is very disappointing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076713963,"gmtCreate":1657907443852,"gmtModify":1676536079921,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>buy?","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>buy?","text":"$AMD(AMD)$buy?","images":[{"img":"https://community-static.tradeup.com/news/622e9971e21a8b2378cc7c7c26b42fc4","width":"720","height":"1472"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076713963","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9056951916,"gmtCreate":1654926455635,"gmtModify":1676535536195,"author":{"id":"3581908140966834","authorId":"3581908140966834","name":"ssky","avatar":"https://static.tigerbbs.com/c557c3de7ee44da7b994d97552ac2735","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581908140966834","authorIdStr":"3581908140966834"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00388\">$Hong Kong Exchanges and Clearing(00388)$</a>good","listText":"<a href=\"https://ttm.financial/S/00388\">$Hong Kong Exchanges and Clearing(00388)$</a>good","text":"$Hong Kong Exchanges and Clearing(00388)$good","images":[{"img":"https://community-static.tradeup.com/news/16c8f47f6b1e5e3dcd028d33a080c022","width":"720","height":"1455"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056951916","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}
