AnDy8910 personal page - To The Moon

AnDy8910

AnDy8910

Profile：I love money

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2021-05-11

$iQiyi Inc.(IQ)$Buying

2021-08-31

$Pieris Pharmaceuticals(PIRS)$Just brought

2021-08-17

$AMC Entertainment(AMC)$Win a bit

2021-05-17

Ok

Nikola stock soars more than 7% in Monday morning trading

2021-06-29

$Torchlight Energy Resources Inc.RIGHTS(TRCHP.CNT)$when?

2021-09-21

$Greenidge Generation Holdings Inc.(GREE)$Run road

2021-06-12

Yes ??

15 momentum stocks expected to show the best sales growth over the next two years, including Carvana, Tesla and Palantir

2021-05-06

Good timing now?

Oil Slides Below $69 Amid Uneven Recovery in Global Consumption

2021-08-28

$Orphazyme A/S(ORPH)$Haizzz

2021-08-18

$AMC Entertainment(AMC)$Morning good

2021-08-06

$AMC Entertainment(AMC)$Still lost

2021-05-23

Yes

Tech Stock Crash -- Buy These 2 Growth Stocks on the Dip

2021-05-23

West

Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021

2021-05-22

Ok

Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021

2021-06-12

Pls Like & comments tks.

2021-05-23

Me too

Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021

2021-05-18

Good news?

Mountain Crest Acquisition Corp III Reports Pricing Of $50 Mln IPO

2021-09-23

$Endo International PLC(ENDP)$Yes

2021-05-23

Please like and comment

Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021

2021-09-10

$Endo International PLC(ENDP)$Slow

Go to Tiger App to see more news

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stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":9943193983,"gmtCreate":1679234969643,"gmtModify":1679234973377,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943193983","repostId":"9943104388","repostType":1,"repost":{"id":9943104388,"gmtCreate":1679228775344,"gmtModify":1679234407492,"author":{"id":"9000000000000168","authorId":"9000000000000168","name":"ChrisColeman","avatar":"https://static.tigerbbs.com/e5ecc38edf311c72028e0bc22d2ca37a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> Why keep your&nbsp;Cryptos on a leveraged high fees platform with links to a toxic bank involved in all sorts of unsustainable shenanigans?The bank in question is Cross River Bank and it may be the next&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/SI\">$Silvergate Capital(SI)$</a> and&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/SBNY\">$Signature Bank(SBNY)$</a> to be shot down by regulators.When that happens, anyone holding&nbsp;Cryptos on coin base will not be able to withdraw or convert into USD.&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> is a toxic worthless one. Especially for the fact that you can easily hold your&nbsp;Cryptos wit","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> Why keep your&nbsp;Cryptos on a leveraged high fees platform with links to a toxic bank involved in all sorts of unsustainable shenanigans?The bank in question is Cross River Bank and it may be the next&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/SI\">$Silvergate Capital(SI)$</a> and&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/SBNY\">$Signature Bank(SBNY)$</a> to be shot down by regulators.When that happens, anyone holding&nbsp;Cryptos on coin base will not be able to withdraw or convert into USD.&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> is a toxic worthless one. Especially for the fact that you can easily hold your&nbsp;Cryptos wit","text":"$Coinbase Global, Inc.(COIN)$ Why keep your Cryptos on a leveraged high fees platform with links to a toxic bank involved in all sorts of unsustainable shenanigans?The bank in question is Cross River Bank and it may be the next $Silvergate Capital(SI)$ and $Signature Bank(SBNY)$ to be shot down by regulators.When that happens, anyone holding Cryptos on coin base will not be able to withdraw or convert into USD. $Coinbase Global, Inc.(COIN)$ is a toxic worthless one. Especially for the fact that you can easily hold your Cryptos wit","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943104388","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949765077,"gmtCreate":1678896935699,"gmtModify":1678896938575,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949765077","repostId":"9949289530","repostType":1,"repost":{"id":9949289530,"gmtCreate":1678688528020,"gmtModify":1678688532032,"author":{"id":"3479274726989542","authorId":"3479274726989542","name":"XianLi","avatar":"https://static.laohu8.com/picture58","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Long Term to Hold MSFT","htmlText":"Despite all the fear mongering about tech stocks, MSFT is expected to increase in value over the long term. It's diverse, with divisions covering software and hardware as well as business and consumer products and services as currently reported in its revenues up 20%-31% year over year even in a recessionary environment. MSFT's diversified profit streams make it an incredibly resilient business that's able to invest its rising profits in new and exciting innovations such as ChatGPT, all while returning cash to shareholders via dividends and share buybacks. MSFT's a blueprint for running a highly successful company that can only go up in share value for the foreseeable future. Watch MSFT's share price go up, even with the SVB bank collapse.<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(M</a>","listText":"Despite all the fear mongering about tech stocks, MSFT is expected to increase in value over the long term. It's diverse, with divisions covering software and hardware as well as business and consumer products and services as currently reported in its revenues up 20%-31% year over year even in a recessionary environment. MSFT's diversified profit streams make it an incredibly resilient business that's able to invest its rising profits in new and exciting innovations such as ChatGPT, all while returning cash to shareholders via dividends and share buybacks. MSFT's a blueprint for running a highly successful company that can only go up in share value for the foreseeable future. Watch MSFT's share price go up, even with the SVB bank collapse.<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(M</a>","text":"Despite all the fear mongering about tech stocks, MSFT is expected to increase in value over the long term. It's diverse, with divisions covering software and hardware as well as business and consumer products and services as currently reported in its revenues up 20%-31% year over year even in a recessionary environment. MSFT's diversified profit streams make it an incredibly resilient business that's able to invest its rising profits in new and exciting innovations such as ChatGPT, all while returning cash to shareholders via dividends and share buybacks. MSFT's a blueprint for running a highly successful company that can only go up in share value for the foreseeable future. Watch MSFT's share price go up, even with the SVB bank collapse.$Microsoft(M","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949289530","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957224205,"gmtCreate":1677305359607,"gmtModify":1677305363290,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$&nbsp;</a>","text":"$SATS LTD.(S58.SI)$","images":[{"img":"https://community-static.tradeup.com/news/8a4a6abcda8c402f5e7cbb025fe07e0e","width":"1170","height":"1971"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957224205","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9960696503,"gmtCreate":1668133522103,"gmtModify":1676538018337,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960696503","repostId":"9960691395","repostType":1,"repost":{"id":9960691395,"gmtCreate":1668133128718,"gmtModify":1676538018259,"author":{"id":"3582022994702843","authorId":"3582022994702843","name":"Shop","avatar":"https://static.tigerbbs.com/d361fd3c4c5677fff3957e6d430ecb52","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Share&nbsp;of Nio (NIO) rallied 12% after the Chinese electric carmaker reported a jump in third-quarter revenue and forecasted strong production. South Korean e-commerce Coupang (CPNG) saw its stock gain 23% after posting its first on-record operating profit. ZipRecruiter (ZIP) shares jumped 16% after the online employment marketplace raised its full-year outlook and greenlighted a $200 million increase to its share repurchase program. Shares of Bumble (BMBL) rose 10% after reversing a pre-market decline of 15% despite unveiling third-quarter revenue that missed Wall Street estimates and downwardly revised guidance for the current period over currency headwinds and Russia’s war in Ukraine. <a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion&nbsp;</a>","listText":"Share&nbsp;of Nio (NIO) rallied 12% after the Chinese electric carmaker reported a jump in third-quarter revenue and forecasted strong production. South Korean e-commerce Coupang (CPNG) saw its stock gain 23% after posting its first on-record operating profit. ZipRecruiter (ZIP) shares jumped 16% after the online employment marketplace raised its full-year outlook and greenlighted a $200 million increase to its share repurchase program. Shares of Bumble (BMBL) rose 10% after reversing a pre-market decline of 15% despite unveiling third-quarter revenue that missed Wall Street estimates and downwardly revised guidance for the current period over currency headwinds and Russia’s war in Ukraine. <a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion&nbsp;</a>","text":"Share of Nio (NIO) rallied 12% after the Chinese electric carmaker reported a jump in third-quarter revenue and forecasted strong production. South Korean e-commerce Coupang (CPNG) saw its stock gain 23% after posting its first on-record operating profit. ZipRecruiter (ZIP) shares jumped 16% after the online employment marketplace raised its full-year outlook and greenlighted a $200 million increase to its share repurchase program. Shares of Bumble (BMBL) rose 10% after reversing a pre-market decline of 15% despite unveiling third-quarter revenue that missed Wall Street estimates and downwardly revised guidance for the current period over currency headwinds and Russia’s war in Ukraine. @Daily_Discussion","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960691395","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989731057,"gmtCreate":1666079375579,"gmtModify":1676537702635,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989731057","repostId":"9989797012","repostType":1,"repost":{"id":9989797012,"gmtCreate":1666078209737,"gmtModify":1676537702453,"author":{"id":"4095822947639880","authorId":"4095822947639880","name":"rachelf1123","avatar":"https://community-static.tradeup.com/news/e4ca6a5a2400b86261b1ca1d4c23456a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Watch out, Elon. Warren is gaining on you. With the sharp drop in shares of Tesla this year, the market value of Berkshire Hathaway (BRK.A, BRK.B) is approaching that of the leader in electric vehicles. Berkshire, led by longtime CEO Warren Buffett, is demonstrating its defensive attributes in a bear market with its class A share down about 7% this year to $419,000—against a nearly 25% decline in the S&amp;P 500 index. Tesla stock is off 37.7% to $219.35 this year, reflecting some recent disappointment on vehicle deliveries and the sharp pullback in growth stocks. CEO Elon Musk’s pursuit of Twitter hasn’t helped. Berkshire sits on what Buffett, 92, calls a Fort Knox balance sheet with over $100 billion in cash and equivalents, mostly U.S. Treasury bills. Investors will be eager to see how","listText":"Watch out, Elon. Warren is gaining on you. With the sharp drop in shares of Tesla this year, the market value of Berkshire Hathaway (BRK.A, BRK.B) is approaching that of the leader in electric vehicles. Berkshire, led by longtime CEO Warren Buffett, is demonstrating its defensive attributes in a bear market with its class A share down about 7% this year to $419,000—against a nearly 25% decline in the S&amp;P 500 index. Tesla stock is off 37.7% to $219.35 this year, reflecting some recent disappointment on vehicle deliveries and the sharp pullback in growth stocks. CEO Elon Musk’s pursuit of Twitter hasn’t helped. Berkshire sits on what Buffett, 92, calls a Fort Knox balance sheet with over $100 billion in cash and equivalents, mostly U.S. Treasury bills. Investors will be eager to see how","text":"Watch out, Elon. Warren is gaining on you. With the sharp drop in shares of Tesla this year, the market value of Berkshire Hathaway (BRK.A, BRK.B) is approaching that of the leader in electric vehicles. Berkshire, led by longtime CEO Warren Buffett, is demonstrating its defensive attributes in a bear market with its class A share down about 7% this year to $419,000—against a nearly 25% decline in the S&P 500 index. Tesla stock is off 37.7% to $219.35 this year, reflecting some recent disappointment on vehicle deliveries and the sharp pullback in growth stocks. CEO Elon Musk’s pursuit of Twitter hasn’t helped. Berkshire sits on what Buffett, 92, calls a Fort Knox balance sheet with over $100 billion in cash and equivalents, mostly U.S. Treasury bills. Investors will be eager to see how","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989797012","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047542615,"gmtCreate":1656948722237,"gmtModify":1676535920600,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047542615","repostId":"9044417029","repostType":1,"repost":{"id":9044417029,"gmtCreate":1656808597161,"gmtModify":1676535896185,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz888888888","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"2 Stocks That Will Be Bargain Sale By Mid July ❤️🚀🔥","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>The chances of a recession are creeping higher as interest rates rise, but falling into one is not guaranteed.A recession is defined as two consecutive quarters of slowing economic growth, measured by gross domestic product (GDP) data. Over the last two years, interest rates have been at record lows while the U.S. government injected trillions of stimulus dollars into the economy to fight the pandemic, which led to strong growth. Now, the Federal Reserve is raising interest rates back to normal levels, which could slow down the economy, and if it goes too far, it might even lead to a recession. Wall Street investment banks think the likelihood of that outcome wit","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>The chances of a recession are creeping higher as interest rates rise, but falling into one is not guaranteed.A recession is defined as two consecutive quarters of slowing economic growth, measured by gross domestic product (GDP) data. Over the last two years, interest rates have been at record lows while the U.S. government injected trillions of stimulus dollars into the economy to fight the pandemic, which led to strong growth. Now, the Federal Reserve is raising interest rates back to normal levels, which could slow down the economy, and if it goes too far, it might even lead to a recession. Wall Street investment banks think the likelihood of that outcome wit","text":"$Apple(AAPL)$$Upstart Holdings, Inc.(UPST)$The chances of a recession are creeping higher as interest rates rise, but falling into one is not guaranteed.A recession is defined as two consecutive quarters of slowing economic growth, measured by gross domestic product (GDP) data. Over the last two years, interest rates have been at record lows while the U.S. government injected trillions of stimulus dollars into the economy to fight the pandemic, which led to strong growth. Now, the Federal Reserve is raising interest rates back to normal levels, which could slow down the economy, and if it goes too far, it might even lead to a recession. Wall Street investment banks think the likelihood of that outcome wit","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044417029","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043411964,"gmtCreate":1655950486958,"gmtModify":1676535738899,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"✅&nbsp;","listText":"✅&nbsp;","text":"✅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043411964","repostId":"1178608553","repostType":4,"repost":{"id":"1178608553","pubTimestamp":1655946079,"share":"https://www.laohu8.com/m/news/1178608553?lang=&edition=full","pubTime":"2022-06-23 09:01","market":"us","language":"en","title":"Buy Tesla And Sell Lucid - The Pair Trade Idea In The Automotive Manufacturers Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=1178608553","media":"Seeking Alpha","summary":"SummaryIn this article, I intend to identify potential winners and losers in Automobile Manufacturer","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>In this article, I intend to identify potential winners and losers in Automobile Manufacturers industry using adjusted SA Quant Ranking System.</li><li>Tesla&#39;s valuation multiples are on average 10 times higher than the median, while business growth is 5 times higher and margins and profitability are ~2 and ~7 times better, respectively.</li><li>Lucid Group, with a market cap of &gt;$27 billion, appears to be among the most expensive names in terms of different valuation metrics.</li><li>Using pair trading within the same industry is an interesting way to not only earn abnormal returns over the medium term, but also to hedge the portfolio in case the entire industry falls off a cliff.</li><li>Based on my analysis, I conclude that buying Tesla stock and shorting Lucid Group stock could generate abnormal returns over the medium term.</li></ul><p><b>Investment thesis</b></p><p>In this article, I describe the results of my efforts to adjust Seeking Alpha&#39;s Quant Ranking System outputs for the Automobile Manufacturers industry, intending to identify potential winners and losers in the coming months.</p><p>Based on my analysis, I conclude that buying Tesla stock (NASDAQ:TSLA) and shorting Lucid Group stock (NASDAQ:LCID) could generate abnormal returns over the medium term.</p><p>Why am I trying to adjust SA&#39;s Quant Ranking System?</p><p>The quant system that Seeking Alpha offersis unique in my opinion - just following it over a long haul can give a potential active/semi-passive investor a massive advantage over the broader market:</p><p><img src=\"https://static.tigerbbs.com/77e729aeb68512c5aafe65a4049087ea\" tg-width=\"640\" tg-height=\"208\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha&#39;s Quant Performance</p><p>In my opinion, however, there is no limit to perfection - we should always be thinking about how we can improve and optimize the existing system to achieve even greater returns in the long term.</p><p>In my bearish article on Beyond Meat(BYND), I have already written that the Quant Ranking System of SA can be modified by narrowing the sample. If we are faced with the task of analyzing the 5 key characteristics of a company from, say, the oil and gas exploration and production industry (74 companies in the sample), we have to understand that the existing system compares them with the entire energy sector (250 companies), and since it includes many other industries that are not similar in terms of business cyclicity, fundamentals, etc., we may come to false conclusions. Therefore, while comparing the indicators of individual companies with the corresponding indicators of the entire sectors is useful, I think it can be improved if we use the industries of these companies instead of the sectors.</p><p><b>Adjusting the automobile manufacturers industry</b></p><p>The Automobile Manufacturers industry includes31 companies and belongs to the Consumer Discretionary sector (518 companies). That is, if we go to the home page of, say, Ford (F) on Seeking Alpha, we see an assessment of its 5 key metrics over the last 6 months, as well as the company&#39;s ranking within the industry and sector based on the quality of those metrics:</p><p><img src=\"https://static.tigerbbs.com/589ad8adaf154f02dd2f22566e828678\" tg-width=\"378\" tg-height=\"705\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ford&#39;s main page on Seeking Alpha, author&#39;s notes</p><p>I have uploaded all the financial indicators and market multiples of companies in this industry that I believe are essential - as you can see, many values are simply missing:</p><p><img src=\"https://static.tigerbbs.com/880dc0c6b1a6fafe8505b310503b67dc\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha&#39;s data, author&#39;s work in Excel</p><p>The lack of data is because companies do not have relevant indicators - it is impossible to calculate a positive price-to-earnings ratio if a company does not make a profit; the same applies to the price-to-sales ratios of companies such as Lordstown Motors (RIDE) or Canoo (GOEV).</p><p>Today, when the real interest rate is below -6%, I think it is irrational to buy capital-intensive companies that have not even started to generate revenue - it goes against common sense. Such companies should only be considered as short-ideas in the current macroeconomic environment where monetary easing is a thing of the past - I will come back to this thesis a bit later. For now, I want to focus on finding the most undervalued, profitable, and fastest-growing player in the industry that has the best chance of outperforming the market in the coming months.</p><p>As with the original Quant Ranking System, I compare all the companies&#39; metrics, but only with the median values for the industry - this is what the processed data sets look like:</p><p><img src=\"https://static.tigerbbs.com/a8a7a0e41109f011aca9f65ad666a625\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Valuation table of the sample</p><p><img src=\"https://static.tigerbbs.com/57939447b1d2d0cc45534191466ec0f6\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Growth table of the sample</p><p><img src=\"https://static.tigerbbs.com/a9d86ea78a2a95d262d43681417e3db4\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Profitability table of the sample</p><p><img src=\"https://static.tigerbbs.com/30715c14b9936b1e4df94cf71d310fb3\" tg-width=\"640\" tg-height=\"552\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Debt table of the sample</p><p><i>Author&#39;s note:</i> The dots mark the deviations from the median values. If the deviation is above 50%, the color is green. If the deviation is in the range of 0% to 50%, the color is yellow. Negative deviations are marked in red. The rightmost columns are the averages for each company&#39;s data rows.</p><p>Of course, we can not do a full comparative analysis because we lack data on the companies at the bottom of the tables - even within the same industry, business cycles are very different. But we can still draw certain conclusions:</p><ul><li><b>Companies that are in the early stages of development</b>(at the bottom of the tables) will not be profitable in the coming year - analysts&#39; forecasts indicate strong revenue growth, but there is no forecast for EPS (and even EBITDA) numbers. The profitability of these companies is terrible - this is obvious because they are burning a huge amount of cash for both working capital and CAPEX;</li><li><b>European and Japanese companies</b>- Subaru Corporation (OTCPK:FUJHY), Stellantis (STLA), Volkswagen (OTCPK:VWAGY), Toyota (TM), Nissan (OTCPK:NSANY), etc. - appear undervalued by most TTM valuation metrics. However, this is due to difficulties in operational growth (or at least in maintaining operational stability) - supply problems, chips shortages, a high share of sales in Russia, which must be abandoned, as well as the supply of raw materials (the dependence of these companies on the production of ICE is still high, and catalysts for this type of engines require a lot of palladium,40% of whose market is controlled by Russia);</li><li><b>The Chinese market</b> represented by (NIO), (XPEV), (LI), and (BYD) looks interesting and diverse, but in my opinion, is overvalued. Yes, the addressable market in China is huge - growing demand allows projections for sales growth many times higher than the median of the sample. But at the same time, Nio and XPeng, for example, are increasing their operating losses, so we see that their forward multiples and the TTM coefficients are many times higher than the global industry medians (especially in terms of revenue growth). Monetary policy in China is very different than in the U.S. - to the benefit of these companies. However, we cannot hide the delisting risks. Therefore, I will not consider Chinese companies as an investment in this article (but if there was such a task, I would choose BYD - according to the above screener, the company looks the best on key metrics);</li><li><b>Recreational vehicle manufacturers</b>- Thor Industries (THO) and Winnebago Industries (WGO) - look very cheap and can be compared to the hype giants of the industry in terms of TTM margins and business growth. However, against a backdrop of rising gasoline prices in the U.S., this niche could take a serious hit - if it becomes cheaper to stay in a hotel than in a van while vacationing somewhere near the Great Canyon, investors will most likely take markdowns on valuations. There is already some concern that demand may have already collapsed. As a result, despite low multiples and high growth rates in the past, I would so far refrain from investing in the RV sector.</li></ul><p>Of all the companies, Tesla, Ford Motor (F), and General Motors (GM) seem to me to be the most interesting picks, while Fisker (FSR), Canoo, and Lucid Auto are obvious short candidates. Why?</p><p><b>Seeking the winner</b></p><p>Now I&#39;d like to discuss in general terms the specifics of the potential industry winners I have selected, which can provide today&#39;s investors with exceptional returns over several years.</p><ul><li>Ford Motor Company&#39;s TTM valuation multiples are on average 19% below the median values of the analyzed sample, while the forwarding PEG ratio is ~0.13X - that&#39;s 79.18% below the median. Yes, according to analysts&#39; forecasts, revenue will suffer next year (seethe earnings revisions). However, both EBITDA and EPS numbers are set to increase significantly - presumably, the company will reduce operating costs and continue to expand its EV segment (Mustang Mach-E). The liquidity and debt service ratios also show the company&#39;s superiority to the industry - against a backdrop of fast-growing companies spending a lot of money on infrastructure expansion, Ford already has the necessary production capacity - so the company spends less CAPEX, and despite declining margins, Ford&#39;s business generates a much higher return on capital invested than most other peers;</li><li>General Motors Company is similar to Ford in its business cycle and vision for the future - the company is trying to adapt to the EV future and is also actively investing in the development of autonomous driving. TTM valuation multiples are ~20% below the industry median, which, like Ford, can be explained by low margins and business growth. At the same time, GM has better liquidity and lower leverage compared to Ford;</li><li>Tesla, whose fair price per share is estimated by various banks to range from $250 to $1620 (from -62% to +145% at the current price), has always been perceived ambivalently by the investment community - some speak of severe overvaluation, others of enormous growth potential. The truth, as always in such cases, lies somewhere in the middle. TTM valuation multiples are on average 10 times higher than the median, while TTM business growth is 5 times higher and margins and profitability are ~2 and ~7 times better than the industry medians, respectively. Given the absolute superiority in terms of operating metrics, the market values the company&#39;s shares at a significant premium. Without DCF modeling, it is impossible to assess the appropriateness of this premium, but the comparative advantage over other industry players is obvious - especially in terms of passing on increased raw material costs and addressing global logistics issues.</li></ul><p><i>So which one should I choose?</i> Let us take a look at the quarterly dynamics of the companies&#39; ratios over the last 5 years.</p><p><img src=\"https://static.tigerbbs.com/0572d5cd4205a697645bf901b698339b\" tg-width=\"635\" tg-height=\"580\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>[<i>Margins</i>]</p><p><img src=\"https://static.tigerbbs.com/75f2875baf8db8c987de7ea798fd7599\" tg-width=\"635\" tg-height=\"580\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>[<i>Profitability</i>]</p><p>When we look at the operational performance of companies over time, we see that Tesla is growing much more steadily than old-school automakers - unlike the management of GM and F, Elon Musk is not concerned with maintaining, monetizing, and refocusing old businesses - TSLA just does not have them. Moreover, in the last 16.5 months, the market has lowered Tesla&#39;s P/E (TTM) ratio from 1312X to 89.55X (the stock price itself has only dropped 21% in that time) - that is, thanks to strong earnings growth, the company has achieved a ~15% per month decline in the TTM multiple.</p><p><img src=\"https://static.tigerbbs.com/7281852b127432edc76aab49e7d434c0\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha Charting, author&#39;s notes</p><p>In comparison, the corresponding multiple of GM fell 54% (4.6% monthly average contraction), while the stock fell 35.55%. Ford had a negative P/E ratio at the time. This may mean that 1) the market is pricing in a sharp slowdown in Tesla&#39;s revenue growth while expecting 2) F&#39;s and GM&#39;s revenues to stagnate. And in my opinion, the market is right about the second statement, but not about the first one. Why?</p><p><i>First</i>, this is not supported by statistics - in Q1 2022, companies should have already felt price pressure due to rising commodity prices - and that was indeed the case, but Tesla was an exception to the rule:</p><p><img src=\"https://static.tigerbbs.com/1e7bf40972dfd92e4c976d3b4d608f96\" tg-width=\"640\" tg-height=\"216\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha&#39;s data, author&#39;s notes</p><p><i>Second</i>, I think the market is overestimating the speed of multiple contractions - 40% this year and another 22.65% next year. Of course, that&#39;s how it works - fast-growing companies should grow out of their valuations. But to assume that the P/E ratio will more than halve in 2 years with roughly the same business growth, I think is very pessimistic.</p><p><img src=\"https://static.tigerbbs.com/9db8e7e3c9bb7864048d1fa436ccc0e3\" tg-width=\"640\" tg-height=\"531\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha, YCharts, author&#39;s notes</p><p><i>Third</i>, as for GM and Ford, these companies are reshaping their business models and trying to succeed in a market where Tesla is already a leader. Of the two stocks, I like Ford better - the company&#39;s EV segment is growing faster, and F is much more innovative, according toSparkline Capital&#39;s study:</p><p><img src=\"https://static.tigerbbs.com/6fc5a8e1684db2a2392620a79062f253\" tg-width=\"640\" tg-height=\"509\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Sparkline Capital&#39;s study</p><p><i>Fourth</i>, neither GM nor Ford have as strong retail support as Tesla - that&#39;s an important criterion to consider, in my view. And these companies fall by about the same percentage in market sell-offs, especially recently.</p><p><img src=\"https://static.tigerbbs.com/cb407c0c72a44853f4e77c4ab8a8b72c\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Therefore, despite the internal battle between Ford and Tesla, I am choosing TSLA - mainly because against this buy position, I am considering a short position of one of the clear contenders for bankruptcy in the current state of the capital markets.</p><p><b>Seeking the loser</b></p><p>Of the three companies selected by my customized screening system - Lucid, Fisker, and Canoo - I suggest taking a short position in LCID. There are some reasons to do so.</p><p><i>First</i>, all of the above companies are obviously highly valued - as shown by a comparison with the median values in the industry. But Lucid Group, with a market cap of &gt;$25 billion, appears to be the most expensive in terms of EV/EBITDA (FWD) valuation metric:</p><p><img src=\"https://static.tigerbbs.com/25ff478e29db189c10d2f4f6296434ff\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>In addition, the company&#39;s EBITDA forecasts have been revised significantly downward over the past year - while the market was expecting an EBITDA loss of about $1.2 billion in March 2022, that forecast figure is now $1.541 billion. A similar trend can be observed in analysts&#39; forecasts further back. The company&#39;s absolute losses are significantly higher than the forecast losses of the other companies in the analyzed sample.</p><p><img src=\"https://static.tigerbbs.com/1fa08db9df02dd18e17e5819fc12c790\" tg-width=\"635\" tg-height=\"580\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Lucid&#39;s price-to-sales forwarding multiple is not the highest in the sample, but when we match the companies&#39; current market capitalizations to estimated sales in FY 2023 and FY 2024, we see an unreasonably high overvaluation of LCID, even compared to other highly valued companies:</p><p><img src=\"https://static.tigerbbs.com/64512298244367961e809ea0095d9126\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts<img src=\"https://static.tigerbbs.com/920fc7dd33567807586e3bc4c04af52a\" tg-width=\"640\" tg-height=\"487\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts, author&#39;s notes</p><p><i>Second</i>, Lucid burns about as much cash as Fisker, but has a risk profile (based on the ratio of cash on the balance sheet to market capitalization) similar to that of Canoo, the smallest company in the group analyzed:</p><p><img src=\"https://static.tigerbbs.com/36af16da7525e8817032ae2ee06b35b0\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts, author&#39;s notes</p><p>The margins of Lucid and other companies in the group leave much to be desired, so I do not think the recent news about the$1 billion revolving credit facility will turn the tide in LCID&#39;s favor.</p><p><img src=\"https://static.tigerbbs.com/ccc8857f5d5a4409eca0c507cba6e552\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p><i>Third</i>, Lucid shares are owned by a much larger number of institutional investors, while the possibility of a short squeeze is minimal compared to other companies in the sample.</p><p><img src=\"https://static.tigerbbs.com/58cd89a3ad616d78e74afa4945750716\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Moreover, LCID is much more liquid than Fisker or Canoo, so it will be easier to short it.</p><p><img src=\"https://static.tigerbbs.com/095a1abe67d61ae5565d9b881d6fedf0\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts Instead of conclusion - How can one play this trade?</p><p>In my opinion, the use of pair trading within the same industry is an interesting way not only to generate abnormal returns over the medium term (when market leaders start to break away from losers) but also to hedge the portfolio in case the entire industry falls off a cliff (when both the market leader and the loser fall by roughly the same percentage, which is a zero-sum game for investors).</p><p>If we select companies with similar business cycles, we can also expect similar volatility in their shares - the direction of the trend will already depend on how the companies perform in terms of operational efficiency.</p><p>Both Tesla and Lucid are high-growth representatives of the automotive industry - just deciding which of them will weather the inflation storm and tightening monetary policy can be a thesis for pair trading in the medium term. According to my analysis, Tesla has a much better chance of staying cheaper than Lucid and growing better on all key metrics. Most likely, the company is better able to cope with rising manufacturing costs, and the power of the brand plays an important role here - thanks to it and some timely management decisions, the current trend is very likely to continue.</p><p>Above I mentioned liquidity and low short interest as one of the reasons for choosing LCID among other unprofitable EV producers. These factors allow you to borrow enough shares from the broker to take a short position.</p><p><img src=\"https://static.tigerbbs.com/2b436c012281c9fc568a2699e145ac4c\" tg-width=\"640\" tg-height=\"130\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Interactive Broker&#39;s TWS, LCID stock, author&#39;s notes</p><p>Depending on your broker, the cost of a short position may vary - but in general, an investor pays fairly low interest to borrow liquid stock. I use Interactive Broker as an example, but you can see for yourself which broker you prefer.</p><p><img src=\"https://static.tigerbbs.com/4fc455f144ce8e2a32a0712b6ffd957a\" tg-width=\"640\" tg-height=\"199\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>IB&#39;s example on shorting $5M of AAPL stock</p><p>If a potential investor had implemented this strategy since the beginning of 2022, such an arbitrage (long TSLA vs. short LCID) would yield a return of almost 30% today (with a peak of ~60% in mid-May) - way better than the S&amp;P 500 Index (-21.51% YTD).</p><p><img src=\"https://static.tigerbbs.com/87cc1f6d6e0286d251c724390d6e7faf\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author&#39;s calculations</p><p>Of course, past performance does not mean future performance. I could be wrong about many things - perhaps Lucid can overtake Tesla in the long run if Elon Musk makes a mistake in management, for example. However, the same can be said about any company.</p><p>Also, this strategy can lead to high unrealized losses in the short term, as my primitive backtest at the very beginning of the year shows (I marked this period with a red circle in the chart above).</p><p>However, considering these risks, I recommend the following algorithm if you decide to use my arbitrage idea:</p><ul><li>Buy TSLA for $X, sell LCID also for $X;</li><li>The total amount of the deal should not exceed 15-20% of the medium-term/speculative part of your portfolio;</li><li>Keep the positions open at least until the end of 2022.</li></ul></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>Buy Tesla And Sell Lucid - The Pair Trade Idea In The Automotive Manufacturers Industry</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; 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}\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\">\nBuy Tesla And Sell Lucid - The Pair Trade Idea In The Automotive Manufacturers Industry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519811-buy-tesla-and-sell-lucid-pair-trade-idea-automotive-manufacturers-industry?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn this article, I intend to identify potential winners and losers in Automobile Manufacturers industry using adjusted SA Quant Ranking System.Tesla's valuation multiples are on average 10 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519811-buy-tesla-and-sell-lucid-pair-trade-idea-automotive-manufacturers-industry?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4519811-buy-tesla-and-sell-lucid-pair-trade-idea-automotive-manufacturers-industry?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178608553","content_text":"SummaryIn this article, I intend to identify potential winners and losers in Automobile Manufacturers industry using adjusted SA Quant Ranking System.Tesla's valuation multiples are on average 10 times higher than the median, while business growth is 5 times higher and margins and profitability are ~2 and ~7 times better, respectively.Lucid Group, with a market cap of >$27 billion, appears to be among the most expensive names in terms of different valuation metrics.Using pair trading within the same industry is an interesting way to not only earn abnormal returns over the medium term, but also to hedge the portfolio in case the entire industry falls off a cliff.Based on my analysis, I conclude that buying Tesla stock and shorting Lucid Group stock could generate abnormal returns over the medium term.Investment thesisIn this article, I describe the results of my efforts to adjust Seeking Alpha's Quant Ranking System outputs for the Automobile Manufacturers industry, intending to identify potential winners and losers in the coming months.Based on my analysis, I conclude that buying Tesla stock (NASDAQ:TSLA) and shorting Lucid Group stock (NASDAQ:LCID) could generate abnormal returns over the medium term.Why am I trying to adjust SA's Quant Ranking System?The quant system that Seeking Alpha offersis unique in my opinion - just following it over a long haul can give a potential active/semi-passive investor a massive advantage over the broader market:Seeking Alpha's Quant PerformanceIn my opinion, however, there is no limit to perfection - we should always be thinking about how we can improve and optimize the existing system to achieve even greater returns in the long term.In my bearish article on Beyond Meat(BYND), I have already written that the Quant Ranking System of SA can be modified by narrowing the sample. If we are faced with the task of analyzing the 5 key characteristics of a company from, say, the oil and gas exploration and production industry (74 companies in the sample), we have to understand that the existing system compares them with the entire energy sector (250 companies), and since it includes many other industries that are not similar in terms of business cyclicity, fundamentals, etc., we may come to false conclusions. Therefore, while comparing the indicators of individual companies with the corresponding indicators of the entire sectors is useful, I think it can be improved if we use the industries of these companies instead of the sectors.Adjusting the automobile manufacturers industryThe Automobile Manufacturers industry includes31 companies and belongs to the Consumer Discretionary sector (518 companies). That is, if we go to the home page of, say, Ford (F) on Seeking Alpha, we see an assessment of its 5 key metrics over the last 6 months, as well as the company's ranking within the industry and sector based on the quality of those metrics:Ford's main page on Seeking Alpha, author's notesI have uploaded all the financial indicators and market multiples of companies in this industry that I believe are essential - as you can see, many values are simply missing:Seeking Alpha's data, author's work in ExcelThe lack of data is because companies do not have relevant indicators - it is impossible to calculate a positive price-to-earnings ratio if a company does not make a profit; the same applies to the price-to-sales ratios of companies such as Lordstown Motors (RIDE) or Canoo (GOEV).Today, when the real interest rate is below -6%, I think it is irrational to buy capital-intensive companies that have not even started to generate revenue - it goes against common sense. Such companies should only be considered as short-ideas in the current macroeconomic environment where monetary easing is a thing of the past - I will come back to this thesis a bit later. For now, I want to focus on finding the most undervalued, profitable, and fastest-growing player in the industry that has the best chance of outperforming the market in the coming months.As with the original Quant Ranking System, I compare all the companies' metrics, but only with the median values for the industry - this is what the processed data sets look like:The Valuation table of the sampleThe Growth table of the sampleThe Profitability table of the sampleThe Debt table of the sampleAuthor's note: The dots mark the deviations from the median values. If the deviation is above 50%, the color is green. If the deviation is in the range of 0% to 50%, the color is yellow. Negative deviations are marked in red. The rightmost columns are the averages for each company's data rows.Of course, we can not do a full comparative analysis because we lack data on the companies at the bottom of the tables - even within the same industry, business cycles are very different. But we can still draw certain conclusions:Companies that are in the early stages of development(at the bottom of the tables) will not be profitable in the coming year - analysts' forecasts indicate strong revenue growth, but there is no forecast for EPS (and even EBITDA) numbers. The profitability of these companies is terrible - this is obvious because they are burning a huge amount of cash for both working capital and CAPEX;European and Japanese companies- Subaru Corporation (OTCPK:FUJHY), Stellantis (STLA), Volkswagen (OTCPK:VWAGY), Toyota (TM), Nissan (OTCPK:NSANY), etc. - appear undervalued by most TTM valuation metrics. However, this is due to difficulties in operational growth (or at least in maintaining operational stability) - supply problems, chips shortages, a high share of sales in Russia, which must be abandoned, as well as the supply of raw materials (the dependence of these companies on the production of ICE is still high, and catalysts for this type of engines require a lot of palladium,40% of whose market is controlled by Russia);The Chinese market represented by (NIO), (XPEV), (LI), and (BYD) looks interesting and diverse, but in my opinion, is overvalued. Yes, the addressable market in China is huge - growing demand allows projections for sales growth many times higher than the median of the sample. But at the same time, Nio and XPeng, for example, are increasing their operating losses, so we see that their forward multiples and the TTM coefficients are many times higher than the global industry medians (especially in terms of revenue growth). Monetary policy in China is very different than in the U.S. - to the benefit of these companies. However, we cannot hide the delisting risks. Therefore, I will not consider Chinese companies as an investment in this article (but if there was such a task, I would choose BYD - according to the above screener, the company looks the best on key metrics);Recreational vehicle manufacturers- Thor Industries (THO) and Winnebago Industries (WGO) - look very cheap and can be compared to the hype giants of the industry in terms of TTM margins and business growth. However, against a backdrop of rising gasoline prices in the U.S., this niche could take a serious hit - if it becomes cheaper to stay in a hotel than in a van while vacationing somewhere near the Great Canyon, investors will most likely take markdowns on valuations. There is already some concern that demand may have already collapsed. As a result, despite low multiples and high growth rates in the past, I would so far refrain from investing in the RV sector.Of all the companies, Tesla, Ford Motor (F), and General Motors (GM) seem to me to be the most interesting picks, while Fisker (FSR), Canoo, and Lucid Auto are obvious short candidates. Why?Seeking the winnerNow I'd like to discuss in general terms the specifics of the potential industry winners I have selected, which can provide today's investors with exceptional returns over several years.Ford Motor Company's TTM valuation multiples are on average 19% below the median values of the analyzed sample, while the forwarding PEG ratio is ~0.13X - that's 79.18% below the median. Yes, according to analysts' forecasts, revenue will suffer next year (seethe earnings revisions). However, both EBITDA and EPS numbers are set to increase significantly - presumably, the company will reduce operating costs and continue to expand its EV segment (Mustang Mach-E). The liquidity and debt service ratios also show the company's superiority to the industry - against a backdrop of fast-growing companies spending a lot of money on infrastructure expansion, Ford already has the necessary production capacity - so the company spends less CAPEX, and despite declining margins, Ford's business generates a much higher return on capital invested than most other peers;General Motors Company is similar to Ford in its business cycle and vision for the future - the company is trying to adapt to the EV future and is also actively investing in the development of autonomous driving. TTM valuation multiples are ~20% below the industry median, which, like Ford, can be explained by low margins and business growth. At the same time, GM has better liquidity and lower leverage compared to Ford;Tesla, whose fair price per share is estimated by various banks to range from $250 to $1620 (from -62% to +145% at the current price), has always been perceived ambivalently by the investment community - some speak of severe overvaluation, others of enormous growth potential. The truth, as always in such cases, lies somewhere in the middle. TTM valuation multiples are on average 10 times higher than the median, while TTM business growth is 5 times higher and margins and profitability are ~2 and ~7 times better than the industry medians, respectively. Given the absolute superiority in terms of operating metrics, the market values the company's shares at a significant premium. Without DCF modeling, it is impossible to assess the appropriateness of this premium, but the comparative advantage over other industry players is obvious - especially in terms of passing on increased raw material costs and addressing global logistics issues.So which one should I choose? Let us take a look at the quarterly dynamics of the companies' ratios over the last 5 years.Data by YCharts[Margins]Data by YCharts[Profitability]When we look at the operational performance of companies over time, we see that Tesla is growing much more steadily than old-school automakers - unlike the management of GM and F, Elon Musk is not concerned with maintaining, monetizing, and refocusing old businesses - TSLA just does not have them. Moreover, in the last 16.5 months, the market has lowered Tesla's P/E (TTM) ratio from 1312X to 89.55X (the stock price itself has only dropped 21% in that time) - that is, thanks to strong earnings growth, the company has achieved a ~15% per month decline in the TTM multiple.Seeking Alpha Charting, author's notesIn comparison, the corresponding multiple of GM fell 54% (4.6% monthly average contraction), while the stock fell 35.55%. Ford had a negative P/E ratio at the time. This may mean that 1) the market is pricing in a sharp slowdown in Tesla's revenue growth while expecting 2) F's and GM's revenues to stagnate. And in my opinion, the market is right about the second statement, but not about the first one. Why?First, this is not supported by statistics - in Q1 2022, companies should have already felt price pressure due to rising commodity prices - and that was indeed the case, but Tesla was an exception to the rule:Seeking Alpha's data, author's notesSecond, I think the market is overestimating the speed of multiple contractions - 40% this year and another 22.65% next year. Of course, that's how it works - fast-growing companies should grow out of their valuations. But to assume that the P/E ratio will more than halve in 2 years with roughly the same business growth, I think is very pessimistic.Seeking Alpha, YCharts, author's notesThird, as for GM and Ford, these companies are reshaping their business models and trying to succeed in a market where Tesla is already a leader. Of the two stocks, I like Ford better - the company's EV segment is growing faster, and F is much more innovative, according toSparkline Capital's study:Sparkline Capital's studyFourth, neither GM nor Ford have as strong retail support as Tesla - that's an important criterion to consider, in my view. And these companies fall by about the same percentage in market sell-offs, especially recently.Data by YChartsTherefore, despite the internal battle between Ford and Tesla, I am choosing TSLA - mainly because against this buy position, I am considering a short position of one of the clear contenders for bankruptcy in the current state of the capital markets.Seeking the loserOf the three companies selected by my customized screening system - Lucid, Fisker, and Canoo - I suggest taking a short position in LCID. There are some reasons to do so.First, all of the above companies are obviously highly valued - as shown by a comparison with the median values in the industry. But Lucid Group, with a market cap of >$25 billion, appears to be the most expensive in terms of EV/EBITDA (FWD) valuation metric:Data by YChartsIn addition, the company's EBITDA forecasts have been revised significantly downward over the past year - while the market was expecting an EBITDA loss of about $1.2 billion in March 2022, that forecast figure is now $1.541 billion. A similar trend can be observed in analysts' forecasts further back. The company's absolute losses are significantly higher than the forecast losses of the other companies in the analyzed sample.Data by YChartsLucid's price-to-sales forwarding multiple is not the highest in the sample, but when we match the companies' current market capitalizations to estimated sales in FY 2023 and FY 2024, we see an unreasonably high overvaluation of LCID, even compared to other highly valued companies:Data by YChartsYCharts, author's notesSecond, Lucid burns about as much cash as Fisker, but has a risk profile (based on the ratio of cash on the balance sheet to market capitalization) similar to that of Canoo, the smallest company in the group analyzed:YCharts, author's notesThe margins of Lucid and other companies in the group leave much to be desired, so I do not think the recent news about the$1 billion revolving credit facility will turn the tide in LCID's favor.Data by YChartsThird, Lucid shares are owned by a much larger number of institutional investors, while the possibility of a short squeeze is minimal compared to other companies in the sample.Data by YChartsMoreover, LCID is much more liquid than Fisker or Canoo, so it will be easier to short it.Data by YCharts Instead of conclusion - How can one play this trade?In my opinion, the use of pair trading within the same industry is an interesting way not only to generate abnormal returns over the medium term (when market leaders start to break away from losers) but also to hedge the portfolio in case the entire industry falls off a cliff (when both the market leader and the loser fall by roughly the same percentage, which is a zero-sum game for investors).If we select companies with similar business cycles, we can also expect similar volatility in their shares - the direction of the trend will already depend on how the companies perform in terms of operational efficiency.Both Tesla and Lucid are high-growth representatives of the automotive industry - just deciding which of them will weather the inflation storm and tightening monetary policy can be a thesis for pair trading in the medium term. According to my analysis, Tesla has a much better chance of staying cheaper than Lucid and growing better on all key metrics. Most likely, the company is better able to cope with rising manufacturing costs, and the power of the brand plays an important role here - thanks to it and some timely management decisions, the current trend is very likely to continue.Above I mentioned liquidity and low short interest as one of the reasons for choosing LCID among other unprofitable EV producers. These factors allow you to borrow enough shares from the broker to take a short position.Interactive Broker's TWS, LCID stock, author's notesDepending on your broker, the cost of a short position may vary - but in general, an investor pays fairly low interest to borrow liquid stock. I use Interactive Broker as an example, but you can see for yourself which broker you prefer.IB's example on shorting $5M of AAPL stockIf a potential investor had implemented this strategy since the beginning of 2022, such an arbitrage (long TSLA vs. short LCID) would yield a return of almost 30% today (with a peak of ~60% in mid-May) - way better than the S&P 500 Index (-21.51% YTD).Author's calculationsOf course, past performance does not mean future performance. I could be wrong about many things - perhaps Lucid can overtake Tesla in the long run if Elon Musk makes a mistake in management, for example. However, the same can be said about any company.Also, this strategy can lead to high unrealized losses in the short term, as my primitive backtest at the very beginning of the year shows (I marked this period with a red circle in the chart above).However, considering these risks, I recommend the following algorithm if you decide to use my arbitrage idea:Buy TSLA for $X, sell LCID also for $X;The total amount of the deal should not exceed 15-20% of the medium-term/speculative part of your portfolio;Keep the positions open at least until the end of 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021712197,"gmtCreate":1653101537119,"gmtModify":1676535224830,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ya&nbsp;","listText":"Ya&nbsp;","text":"Ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021712197","repostId":"9021704897","repostType":1,"repost":{"id":9021704897,"gmtCreate":1653099284820,"gmtModify":1676535224002,"author":{"id":"4097201280076440","authorId":"4097201280076440","name":"mel18","avatar":"https://community-static.tradeup.com/news/cb8392cdbd4f593469aed779f484434a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>good dividend, steady biz flow...yet the price only fall....their biz need to diversify to give more incentives to investors&nbsp;","listText":"<a href=\"https://ttm.financial/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>good dividend, steady biz flow...yet the price only fall....their biz need to diversify to give more incentives to investors&nbsp;","text":"$TOP GLOVE CORPORATION BHD(BVA.SI)$good dividend, steady biz flow...yet the price only fall....their biz need to diversify to give more incentives to investors","images":[{"img":"https://community-static.tradeup.com/news/969d6db852c90a60cf85957dd11bb02f","width":"1080","height":"3075"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021704897","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060135135,"gmtCreate":1651107353467,"gmtModify":1676534851429,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060135135","repostId":"9085664809","repostType":1,"repost":{"id":9085664809,"gmtCreate":1650690302745,"gmtModify":1676534778225,"author":{"id":"3577504972179170","authorId":"3577504972179170","name":"Arnoldy","avatar":"https://static.tigerbbs.com/3bfdb559c890249bf261380cb2bd5721","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5UF.SI\">$MAXI-CASH FIN SVCS CORP LTD(5UF.SI)$</a>Up","listText":"<a href=\"https://ttm.financial/S/5UF.SI\">$MAXI-CASH FIN SVCS CORP LTD(5UF.SI)$</a>Up","text":"$MAXI-CASH FIN SVCS CORP LTD(5UF.SI)$Up","images":[{"img":"https://community-static.tradeup.com/news/02899f65a131dc4b2e934d3f2e4b5c0b","width":"1125","height":"2687"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085664809","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017049809,"gmtCreate":1649728565592,"gmtModify":1676534559238,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017049809","repostId":"9015223938","repostType":1,"repost":{"id":9015223938,"gmtCreate":1649491257793,"gmtModify":1676534521041,"author":{"id":"4111053799803312","authorId":"4111053799803312","name":"Nio Ben","avatar":"https://community-static.tradeup.com/news/809420c3f7c37ba539272879a835e5cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Stock Analysis: Learning Coal Business","htmlText":"Photo by Pawel Czerwinski on UnsplashDisclaimer: I am not a professional financial advisor. All financial opinions written in this article are from my personal research and experience, and it is not a recommendation to buy or sell the stocks.Note: please read the previous post before going onI’ve gathered a lot of information from the IESR research report on whether coal will still be relevant in the next 10–20 years in the last two posts.So, why coal? In fact, coal is one of the cyclical stock opportunities that I overlooked during the 2020 Covid-19 economic recovery. The coal index price fell to $50/tonne in March 2020 before rallying to an all-time high of $400/tonne in early March 2022, all in less than two years!It’s incredible to see the rising price of coal; it demonstrates that man","listText":"Photo by Pawel Czerwinski on UnsplashDisclaimer: I am not a professional financial advisor. All financial opinions written in this article are from my personal research and experience, and it is not a recommendation to buy or sell the stocks.Note: please read the previous post before going onI’ve gathered a lot of information from the IESR research report on whether coal will still be relevant in the next 10–20 years in the last two posts.So, why coal? In fact, coal is one of the cyclical stock opportunities that I overlooked during the 2020 Covid-19 economic recovery. The coal index price fell to $50/tonne in March 2020 before rallying to an all-time high of $400/tonne in early March 2022, all in less than two years!It’s incredible to see the rising price of coal; it demonstrates that man","text":"Photo by Pawel Czerwinski on UnsplashDisclaimer: I am not a professional financial advisor. All financial opinions written in this article are from my personal research and experience, and it is not a recommendation to buy or sell the stocks.Note: please read the previous post before going onI’ve gathered a lot of information from the IESR research report on whether coal will still be relevant in the next 10–20 years in the last two posts.So, why coal? In fact, coal is one of the cyclical stock opportunities that I overlooked during the 2020 Covid-19 economic recovery. The coal index price fell to $50/tonne in March 2020 before rallying to an all-time high of $400/tonne in early March 2022, all in less than two years!It’s incredible to see the rising price of coal; it demonstrates that man","images":[{"img":"https://community-static.tradeup.com/news/37c584d651ddc5a8c161418de7e7e8b2"},{"img":"https://community-static.tradeup.com/news/cd56c0e6ace63ac625c22a1ac31e8a3b"},{"img":"https://community-static.tradeup.com/news/d1e77b059fb25ee7195e7e7859d0730b"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015223938","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092608317,"gmtCreate":1644596386074,"gmtModify":1676533945133,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092608317","repostId":"9092803477","repostType":1,"repost":{"id":9092803477,"gmtCreate":1644571846194,"gmtModify":1676533942360,"author":{"id":"4102729180680350","authorId":"4102729180680350","name":"Iverson_","avatar":"https://static.itradeup.com/news/ebb29722e4280698dadd2f78376ff19e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Twitter:Ordinary Q4 Results,but Optimistic User Guidance","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> released the first financial report since the new CEO took office, both advertising revenue and user growth missed expectation. It is reasonable that it should drop by 20%&nbsp;, but the market reaction is not severe. The reason may be that Meta has led the whole social sector to fall a lot, and it is expected to be fully included. The guidance given by Twitter management in the first quarter of next year is also satisfactory, so the influence lags behind slightly regardless of the financial results. Advertising missed expectation, and Apple's ATT policy has limited impact Revenue in the fourth quarter was US $1.57 billion, of which advertising revenue was US $1.41 billion, up 22% year-on-year, mainly due to continuou","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> released the first financial report since the new CEO took office, both advertising revenue and user growth missed expectation. It is reasonable that it should drop by 20%&nbsp;, but the market reaction is not severe. The reason may be that Meta has led the whole social sector to fall a lot, and it is expected to be fully included. The guidance given by Twitter management in the first quarter of next year is also satisfactory, so the influence lags behind slightly regardless of the financial results. Advertising missed expectation, and Apple's ATT policy has limited impact Revenue in the fourth quarter was US $1.57 billion, of which advertising revenue was US $1.41 billion, up 22% year-on-year, mainly due to continuou","text":"$Twitter(TWTR)$ released the first financial report since the new CEO took office, both advertising revenue and user growth missed expectation. It is reasonable that it should drop by 20% , but the market reaction is not severe. The reason may be that Meta has led the whole social sector to fall a lot, and it is expected to be fully included. The guidance given by Twitter management in the first quarter of next year is also satisfactory, so the influence lags behind slightly regardless of the financial results. Advertising missed expectation, and Apple's ATT policy has limited impact Revenue in the fourth quarter was US $1.57 billion, of which advertising revenue was US $1.41 billion, up 22% year-on-year, mainly due to continuou","images":[{"img":"https://static.tigerbbs.com/5dd479dadb783bd473613431631534ae","width":"934","height":"440"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092803477","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091303980,"gmtCreate":1643769383553,"gmtModify":1676533854070,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091303980","repostId":"9093347393","repostType":1,"repost":{"id":9093347393,"gmtCreate":1643534159857,"gmtModify":1676533829346,"author":{"id":"3574671931921507","authorId":"3574671931921507","name":"Wayneqq","avatar":"https://static.tigerbbs.com/05d24be2c05653913e90f51e69cfe2a8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>Dividends exercise on 8 Feb&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>Dividends exercise on 8 Feb&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"$MAPLETREE LOGISTICS TRUST(M44U.SI)$Dividends exercise on 8 Feb [Miser] [Miser] [Miser]","images":[{"img":"https://static.itradeup.com/news/1b9a1ced32d74d864eb8fe41b6f87d40","width":"1125","height":"2411"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093347393","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863105426,"gmtCreate":1632361952865,"gmtModify":1676530763019,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ENDP\">$Endo International PLC(ENDP)$</a>Yes","listText":"<a href=\"https://laohu8.com/S/ENDP\">$Endo International PLC(ENDP)$</a>Yes","text":"$Endo International PLC(ENDP)$Yes","images":[{"img":"https://static.tigerbbs.com/d2979bad407a520ab26c64c8d7d6a0d0","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/863105426","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860270708,"gmtCreate":1632184972304,"gmtModify":1676530719768,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GREE\">$Greenidge Generation Holdings Inc.(GREE)$</a>Run road&nbsp;","listText":"<a href=\"https://laohu8.com/S/GREE\">$Greenidge Generation Holdings Inc.(GREE)$</a>Run road&nbsp;","text":"$Greenidge Generation Holdings Inc.(GREE)$Run road","images":[{"img":"https://static.tigerbbs.com/8d98fef390cf9989f2dce99061f0a1ef","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/860270708","isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566284972281751","authorId":"3566284972281751","name":"交流道的小赢熊","avatar":"https://static.tigerbbs.com/ef065ddae505e347229c193751c11188","crmLevel":5,"crmLevelSwitch":0},"content":"Recoup your losses from elsewhere. Just do more DD next time.","text":"Recoup your losses from elsewhere. Just do more DD next time.","html":"Recoup your losses from elsewhere. Just do more DD next time."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":884790969,"gmtCreate":1631931235551,"gmtModify":1676530672174,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GREE\">$Greenidge Generation Holdings Inc.(GREE)$</a>Haizzz","listText":"<a href=\"https://laohu8.com/S/GREE\">$Greenidge Generation Holdings Inc.(GREE)$</a>Haizzz","text":"$Greenidge Generation Holdings 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good","images":[{"img":"https://static.tigerbbs.com/e066da104d4439b9fa2a6605081b8469","width":"1125","height":"3083"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/880559395","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":817469203,"gmtCreate":1630980979802,"gmtModify":1676530433682,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>Haizzz","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>Haizzz","text":"$Clover Health Corp(CLOV)$Haizzz","images":[{"img":"https://static.tigerbbs.com/1574d31175dee698282a0ad8a13003f9","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/817469203","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580003230366407","authorId":"3580003230366407","name":"thermie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"We are coming for you bro hang in there","text":"We are coming for you bro hang in there","html":"We are coming for you bro hang in there"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":814872746,"gmtCreate":1630809111585,"gmtModify":1676530398316,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Morning good&nbsp;","listText":"Morning good&nbsp;","text":"Morning good","images":[{"img":"https://static.tigerbbs.com/03a264c70758c401646607d5794a6ec5","width":"1125","height":"3083"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/814872746","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":815935386,"gmtCreate":1630634512445,"gmtModify":1676530361945,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Rocket ?&nbsp;","listText":"Rocket ?&nbsp;","text":"Rocket ?","images":[{"img":"https://static.tigerbbs.com/f4c686075cc664cb1bbfcc80eadc1896","width":"1125","height":"3173"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815935386","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":199467251,"gmtCreate":1620727825173,"gmtModify":1704347409399,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IQ\">$iQiyi Inc.(IQ)$</a>Buying","listText":"<a href=\"https://laohu8.com/S/IQ\">$iQiyi Inc.(IQ)$</a>Buying","text":"$iQiyi Inc.(IQ)$Buying","images":[{"img":"https://static.tigerbbs.com/a07bc8964f0a7a0e84300a3d846d2d32","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/199467251","isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":818339879,"gmtCreate":1630374840991,"gmtModify":1676530284389,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PIRS\">$Pieris Pharmaceuticals(PIRS)$</a>Just brought&nbsp;","listText":"<a href=\"https://laohu8.com/S/PIRS\">$Pieris Pharmaceuticals(PIRS)$</a>Just brought&nbsp;","text":"$Pieris Pharmaceuticals(PIRS)$Just 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meat"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":839500689,"gmtCreate":1629164335641,"gmtModify":1676529950162,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Win a bit","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Win a bit","text":"$AMC Entertainment(AMC)$Win a 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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>Nikola stock soars more than 7% in Monday 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{ 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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\">\nNikola stock soars more than 7% in Monday 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\">2021-05-17 21:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nikola stock soars more than 7% in Monday morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/bf0261b37dbcf32747a3dd8c80bb8c19\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKLA":"Nikola Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108738099","content_text":"Nikola stock soars more than 7% in Monday morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582036219515358","authorId":"3582036219515358","name":"boonchek","avatar":"https://static.tigerbbs.com/c615abbfde8feafcbdd8e88179f1e152","crmLevel":4,"crmLevelSwitch":0},"content":"Comment me back","text":"Comment me back","html":"Comment me back"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159067847,"gmtCreate":1624931855389,"gmtModify":1703848222079,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCHP.CNT\">$Torchlight Energy Resources Inc.RIGHTS(TRCHP.CNT)$</a>when?","listText":"<a href=\"https://laohu8.com/S/TRCHP.CNT\">$Torchlight Energy Resources Inc.RIGHTS(TRCHP.CNT)$</a>when?","text":"$Torchlight Energy Resources Inc.RIGHTS(TRCHP.CNT)$when?","images":[{"img":"https://static.tigerbbs.com/fb4f0f4bc3587b5558ee989fda97011b","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/159067847","isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566343216038975","authorId":"3566343216038975","name":"ficklepeas","avatar":"https://community-static.tradeup.com/news/80753f215e780a85d5087498d4d92640","crmLevel":2,"crmLevelSwitch":0},"content":"wait for them to liquidate their assets first, might be 30th June or even later.","text":"wait for them to liquidate their assets first, might be 30th June or even later.","html":"wait for them to liquidate their assets first, might be 30th June or even later."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860270708,"gmtCreate":1632184972304,"gmtModify":1676530719768,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GREE\">$Greenidge Generation Holdings Inc.(GREE)$</a>Run road&nbsp;","listText":"<a href=\"https://laohu8.com/S/GREE\">$Greenidge Generation Holdings Inc.(GREE)$</a>Run road&nbsp;","text":"$Greenidge Generation Holdings Inc.(GREE)$Run road","images":[{"img":"https://static.tigerbbs.com/8d98fef390cf9989f2dce99061f0a1ef","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/860270708","isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566284972281751","authorId":"3566284972281751","name":"交流道的小赢熊","avatar":"https://static.tigerbbs.com/ef065ddae505e347229c193751c11188","crmLevel":5,"crmLevelSwitch":0},"content":"Recoup your losses from elsewhere. Just do more DD next time.","text":"Recoup your losses from elsewhere. Just do more DD next time.","html":"Recoup your losses from elsewhere. Just do more DD next time."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":186866275,"gmtCreate":1623485369497,"gmtModify":1704204938206,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes ??&nbsp;","listText":"Yes ??&nbsp;","text":"Yes ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/186866275","repostId":"2142206100","repostType":4,"repost":{"id":"2142206100","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1623470400,"share":"https://www.laohu8.com/m/news/2142206100?lang=&edition=full","pubTime":"2021-06-12 12:00","market":"hk","language":"en","title":"15 momentum stocks expected to show the best sales growth over the next two years, including Carvana, Tesla and Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=2142206100","media":"Dow Jones","summary":"Several companies on a stock screen have estimated two-year revenue growth of over 100%.\nThere are m","content":"<p>Several companies on a stock screen have estimated two-year revenue growth of over 100%.</p>\n<p>There are many broad approaches to the stock market for selecting individual companies or groups for investments. Momentum investing -- trying to ride the wave of other investors' sentiment -- is popular for day-traders, especially during the current meme-stock craze. But it can also work over the long term.</p>\n<p>Below is a list of momentum stocks of companies expected to show the strongest sales growth over the next two years.</p>\n<p>Momentum ETF</p>\n<p>To begin with a large group of momentum stocks, we can look at the <a href=\"https://laohu8.com/S/MTUM\">iShares MSCI USA Momentum Factor</a> ETF (MTUM). This is the largest U.S. ETF that follows a momentum strategy, according to Mark Hulbert performance relative to its benchmark, the S&amp;P 500 Growth Index.</p>\n<p>For example, the largest holding of the ETF is Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which \"has experienced strong risk-adjusted performance related to the market over the past 12 months,\" according to <a href=\"https://laohu8.com/S/EEME\">iShares</a> (a subsidiary of BlackRock Inc. <a href=\"https://laohu8.com/S/BLK\">$(BLK)$</a>). But shares of Merck &amp; Co. Inc. <a href=\"https://laohu8.com/S/MRK\">$(MRK)$</a> are excluded from MTUM because even though <a href=\"https://laohu8.com/S/EGRW\">iShares</a> considered its 12-month return \"attractive,\" the stock's six-month risk-adjusted return underperformed the benchmark.</p>\n<p>So keeping in mind the weighting by price performance relative to the index, tempered by volatility (going back as much as three years), here are the top 10 holdings of the <a href=\"https://laohu8.com/S/IHPXF\">iShares MSCI</a> USA Momentum Factor ETF:</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Ticker</td>\n   <td>Share of MTUM</td>\n  </tr>\n  <tr>\n   <td>Tesla Inc.</td>\n   <td>TSLA</td>\n   <td>5.00%</td>\n  </tr>\n  <tr>\n   <td>JPMorgan Chase &amp; Co.</td>\n   <td>JPM</td>\n   <td>4.76%</td>\n  </tr>\n  <tr>\n   <td>Berkshire Hathaway Inc. Class B</td>\n   <td>BRK.B</td>\n   <td>4.58%</td>\n  </tr>\n  <tr>\n   <td>Walt Disney Co.</td>\n   <td>DIS</td>\n   <td>4.48%</td>\n  </tr>\n  <tr>\n   <td>$Bank of America Corp(BAC-N)$.</td>\n   <td>BAC</td>\n   <td>4.29%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc.</td>\n   <td>PYPL</td>\n   <td>3.66%</td>\n  </tr>\n  <tr>\n   <td>Wells Fargo &amp; Co.</td>\n   <td>WFC</td>\n   <td>3.11%</td>\n  </tr>\n  <tr>\n   <td>Applied Materials Inc.</td>\n   <td>AMAT</td>\n   <td>3.00%</td>\n  </tr>\n  <tr>\n   <td>Alphabet Inc. Class C</td>\n   <td>GOOG</td>\n   <td>2.67%</td>\n  </tr>\n  <tr>\n   <td>Alphabet Inc. Class A</td>\n   <td>GOOGL</td>\n   <td>2.45%</td>\n  </tr>\n  <tr>\n   <td>Goldman Sachs Group Inc.</td>\n   <td>GS</td>\n   <td>2.30%</td>\n  </tr>\n  <tr>\n   <td>(FactSet)</td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>Actually, there are 11 stocks listed, as MTUM holds both share classes of Alphabet Inc. Banks and insurers make up half the list, which makes sense because financials have been the second-best performing sector in the S&amp;P 500 , after the materials sector.</p>\n<p>Momentum stock screen -- expected sales growth</p>\n<p>Thinking again about financials, they have had plenty of momentum as investors have gained confidence the U.S. economy will continue roaring back from the damage caused by the coronavirus pandemic.</p>\n<p>But revenue growth can be an important driver, especially for individual stock prices over the long term. From here, the financials might not be the best place to look for rapidly rising revenue over the next two years.</p>\n<p>Starting with the 125 momentum stocks held by MTUM, here are the 15 companies expected by analysts polled by FactSet to increase revenue the most over the next two calendar years, with 2021 as the baseline. The figures are in millions of dollars:</p>\n<p>Those are stellar sales-growth numbers -- if the analysts are close to being correct. Many of the stocks are also expensive relative to the expected 2023 sales numbers. In comparison, the <a href=\"https://laohu8.com/S/EMDI\">iShares</a> S&amp;P 500 Growth ETF <a href=\"https://laohu8.com/S/IVW\">$(IVW)$</a> (which tracks the entire S&amp;P 500 Growth Index) trades for 4.2 times estimated 2023 sales.</p>\n<p>Plug Power Inc. <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a> tops the list, with analysts expecting sales to increase to $1.1 billion in 2023. The company said on June 10 it would build a hydrogen-production plant in Camden County, Ga.</p>\n<p><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. (SNAP) CEO Evan Spiegal said recently the company had grown to 500 million active daily users and that almost half of U.S. smartphone users were using Snapchat.</p>\n<p>Novavax Inc. <a href=\"https://laohu8.com/S/NVAX\">$(NVAX)$</a> expects to apply for FDA approval of its coronavirus vaccine during the third quarter.</p>\n<p><a href=\"https://laohu8.com/S/CVNA\">Carvana Co.</a> (CVNA) has been on a tear, with used-car demand spiking in the wake of component shortages for automobile production. The company's sales by units increased 76% in the first quarter from a year earlier.</p>\n<p>Uber Technologies Inc. <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> and Lyft Inc <a href=\"https://laohu8.com/S/LYFT\">$(LYFT)$</a> are also expected to ride the economic recovery wave, although analysts expect Lyft to take longer to exceed its pre-pandemic revenue level .</p>\n<p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (PLTR) rounds out the list. The developer of software used by government defense and intelligence agencies was included in this analysis of meme stocks .</p>\n<p>Earnings</p>\n<p>Some of these companies are still in relatively early growth stages, and aren't expected to achieve full-year profitability until 2023. Here are consensus earnings-per-share estimates for three years:</p>\n<p>Those are very high price-to-earnings ratios based on current stock prices and consensus estimates for 2023. But for rapidly growing companies, earnings typically aren't a priority, which explains why Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> always trades at a high P/E. In comparison, the the <a href=\"https://laohu8.com/S/EMEY\">iShares</a> S&amp;P 500 Growth ETF trades for 23.3 times its weighted aggregate consensus earnings estimate for 2023.</p>\n<p>Wall Street's opinion</p>\n<p>Here's a summary of opinion about the 15 companies held by MTUM that analysts expect to grow their revenue the most over the next two years:</p>\n<p>The 12-month price targets may not be useful -- for traders, this is an eternity; it may be a short period for long-term investors looking to profit for years as sales (and hopefully earnings, eventually) compound. It is important to do your own research and form your own opinion about a company's financial health and its ability to remain competitive.</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>15 momentum stocks expected to show the best sales growth over the next two years, including Carvana, Tesla and Palantir</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\">\n15 momentum stocks expected to show the best sales growth over the next two years, including Carvana, Tesla and Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-12 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Several companies on a stock screen have estimated two-year revenue growth of over 100%.</p>\n<p>There are many broad approaches to the stock market for selecting individual companies or groups for investments. Momentum investing -- trying to ride the wave of other investors' sentiment -- is popular for day-traders, especially during the current meme-stock craze. But it can also work over the long term.</p>\n<p>Below is a list of momentum stocks of companies expected to show the strongest sales growth over the next two years.</p>\n<p>Momentum ETF</p>\n<p>To begin with a large group of momentum stocks, we can look at the <a href=\"https://laohu8.com/S/MTUM\">iShares MSCI USA Momentum Factor</a> ETF (MTUM). This is the largest U.S. ETF that follows a momentum strategy, according to Mark Hulbert performance relative to its benchmark, the S&amp;P 500 Growth Index.</p>\n<p>For example, the largest holding of the ETF is Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which \"has experienced strong risk-adjusted performance related to the market over the past 12 months,\" according to <a href=\"https://laohu8.com/S/EEME\">iShares</a> (a subsidiary of BlackRock Inc. <a href=\"https://laohu8.com/S/BLK\">$(BLK)$</a>). But shares of Merck &amp; Co. Inc. <a href=\"https://laohu8.com/S/MRK\">$(MRK)$</a> are excluded from MTUM because even though <a href=\"https://laohu8.com/S/EGRW\">iShares</a> considered its 12-month return \"attractive,\" the stock's six-month risk-adjusted return underperformed the benchmark.</p>\n<p>So keeping in mind the weighting by price performance relative to the index, tempered by volatility (going back as much as three years), here are the top 10 holdings of the <a href=\"https://laohu8.com/S/IHPXF\">iShares MSCI</a> USA Momentum Factor ETF:</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Ticker</td>\n   <td>Share of MTUM</td>\n  </tr>\n  <tr>\n   <td>Tesla Inc.</td>\n   <td>TSLA</td>\n   <td>5.00%</td>\n  </tr>\n  <tr>\n   <td>JPMorgan Chase &amp; Co.</td>\n   <td>JPM</td>\n   <td>4.76%</td>\n  </tr>\n  <tr>\n   <td>Berkshire Hathaway Inc. Class B</td>\n   <td>BRK.B</td>\n   <td>4.58%</td>\n  </tr>\n  <tr>\n   <td>Walt Disney Co.</td>\n   <td>DIS</td>\n   <td>4.48%</td>\n  </tr>\n  <tr>\n   <td>$Bank of America Corp(BAC-N)$.</td>\n   <td>BAC</td>\n   <td>4.29%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc.</td>\n   <td>PYPL</td>\n   <td>3.66%</td>\n  </tr>\n  <tr>\n   <td>Wells Fargo &amp; Co.</td>\n   <td>WFC</td>\n   <td>3.11%</td>\n  </tr>\n  <tr>\n   <td>Applied Materials Inc.</td>\n   <td>AMAT</td>\n   <td>3.00%</td>\n  </tr>\n  <tr>\n   <td>Alphabet Inc. Class C</td>\n   <td>GOOG</td>\n   <td>2.67%</td>\n  </tr>\n  <tr>\n   <td>Alphabet Inc. Class A</td>\n   <td>GOOGL</td>\n   <td>2.45%</td>\n  </tr>\n  <tr>\n   <td>Goldman Sachs Group Inc.</td>\n   <td>GS</td>\n   <td>2.30%</td>\n  </tr>\n  <tr>\n   <td>(FactSet)</td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>Actually, there are 11 stocks listed, as MTUM holds both share classes of Alphabet Inc. Banks and insurers make up half the list, which makes sense because financials have been the second-best performing sector in the S&amp;P 500 , after the materials sector.</p>\n<p>Momentum stock screen -- expected sales growth</p>\n<p>Thinking again about financials, they have had plenty of momentum as investors have gained confidence the U.S. economy will continue roaring back from the damage caused by the coronavirus pandemic.</p>\n<p>But revenue growth can be an important driver, especially for individual stock prices over the long term. From here, the financials might not be the best place to look for rapidly rising revenue over the next two years.</p>\n<p>Starting with the 125 momentum stocks held by MTUM, here are the 15 companies expected by analysts polled by FactSet to increase revenue the most over the next two calendar years, with 2021 as the baseline. The figures are in millions of dollars:</p>\n<p>Those are stellar sales-growth numbers -- if the analysts are close to being correct. Many of the stocks are also expensive relative to the expected 2023 sales numbers. In comparison, the <a href=\"https://laohu8.com/S/EMDI\">iShares</a> S&amp;P 500 Growth ETF <a href=\"https://laohu8.com/S/IVW\">$(IVW)$</a> (which tracks the entire S&amp;P 500 Growth Index) trades for 4.2 times estimated 2023 sales.</p>\n<p>Plug Power Inc. <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a> tops the list, with analysts expecting sales to increase to $1.1 billion in 2023. The company said on June 10 it would build a hydrogen-production plant in Camden County, Ga.</p>\n<p><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. (SNAP) CEO Evan Spiegal said recently the company had grown to 500 million active daily users and that almost half of U.S. smartphone users were using Snapchat.</p>\n<p>Novavax Inc. <a href=\"https://laohu8.com/S/NVAX\">$(NVAX)$</a> expects to apply for FDA approval of its coronavirus vaccine during the third quarter.</p>\n<p><a href=\"https://laohu8.com/S/CVNA\">Carvana Co.</a> (CVNA) has been on a tear, with used-car demand spiking in the wake of component shortages for automobile production. The company's sales by units increased 76% in the first quarter from a year earlier.</p>\n<p>Uber Technologies Inc. <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> and Lyft Inc <a href=\"https://laohu8.com/S/LYFT\">$(LYFT)$</a> are also expected to ride the economic recovery wave, although analysts expect Lyft to take longer to exceed its pre-pandemic revenue level .</p>\n<p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (PLTR) rounds out the list. The developer of software used by government defense and intelligence agencies was included in this analysis of meme stocks .</p>\n<p>Earnings</p>\n<p>Some of these companies are still in relatively early growth stages, and aren't expected to achieve full-year profitability until 2023. Here are consensus earnings-per-share estimates for three years:</p>\n<p>Those are very high price-to-earnings ratios based on current stock prices and consensus estimates for 2023. But for rapidly growing companies, earnings typically aren't a priority, which explains why Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> always trades at a high P/E. In comparison, the the <a href=\"https://laohu8.com/S/EMEY\">iShares</a> S&amp;P 500 Growth ETF trades for 23.3 times its weighted aggregate consensus earnings estimate for 2023.</p>\n<p>Wall Street's opinion</p>\n<p>Here's a summary of opinion about the 15 companies held by MTUM that analysts expect to grow their revenue the most over the next two years:</p>\n<p>The 12-month price targets may not be useful -- for traders, this is an eternity; it may be a short period for long-term investors looking to profit for years as sales (and hopefully earnings, eventually) compound. It is important to do your own research and form your own opinion about a company's financial health and its ability to remain competitive.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVNA":"Carvana Co.","SNAP":"Snap Inc","TSLA":"特斯拉","PLTR":"Palantir Technologies Inc.","PLUG":"普拉格能源"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142206100","content_text":"Several companies on a stock screen have estimated two-year revenue growth of over 100%.\nThere are many broad approaches to the stock market for selecting individual companies or groups for investments. Momentum investing -- trying to ride the wave of other investors' sentiment -- is popular for day-traders, especially during the current meme-stock craze. But it can also work over the long term.\nBelow is a list of momentum stocks of companies expected to show the strongest sales growth over the next two years.\nMomentum ETF\nTo begin with a large group of momentum stocks, we can look at the iShares MSCI USA Momentum Factor ETF (MTUM). This is the largest U.S. ETF that follows a momentum strategy, according to Mark Hulbert performance relative to its benchmark, the S&P 500 Growth Index.\nFor example, the largest holding of the ETF is Tesla Inc. $(TSLA)$, which \"has experienced strong risk-adjusted performance related to the market over the past 12 months,\" according to iShares (a subsidiary of BlackRock Inc. $(BLK)$). But shares of Merck & Co. Inc. $(MRK)$ are excluded from MTUM because even though iShares considered its 12-month return \"attractive,\" the stock's six-month risk-adjusted return underperformed the benchmark.\nSo keeping in mind the weighting by price performance relative to the index, tempered by volatility (going back as much as three years), here are the top 10 holdings of the iShares MSCI USA Momentum Factor ETF:\n\n\n\nCompany\nTicker\nShare of MTUM\n\n\nTesla Inc.\nTSLA\n5.00%\n\n\nJPMorgan Chase & Co.\nJPM\n4.76%\n\n\nBerkshire Hathaway Inc. Class B\nBRK.B\n4.58%\n\n\nWalt Disney Co.\nDIS\n4.48%\n\n\n$Bank of America Corp(BAC-N)$.\nBAC\n4.29%\n\n\nPayPal Holdings Inc.\nPYPL\n3.66%\n\n\nWells Fargo & Co.\nWFC\n3.11%\n\n\nApplied Materials Inc.\nAMAT\n3.00%\n\n\nAlphabet Inc. Class C\nGOOG\n2.67%\n\n\nAlphabet Inc. Class A\nGOOGL\n2.45%\n\n\nGoldman Sachs Group Inc.\nGS\n2.30%\n\n\n(FactSet)\n\n\n\n\n\nActually, there are 11 stocks listed, as MTUM holds both share classes of Alphabet Inc. Banks and insurers make up half the list, which makes sense because financials have been the second-best performing sector in the S&P 500 , after the materials sector.\nMomentum stock screen -- expected sales growth\nThinking again about financials, they have had plenty of momentum as investors have gained confidence the U.S. economy will continue roaring back from the damage caused by the coronavirus pandemic.\nBut revenue growth can be an important driver, especially for individual stock prices over the long term. From here, the financials might not be the best place to look for rapidly rising revenue over the next two years.\nStarting with the 125 momentum stocks held by MTUM, here are the 15 companies expected by analysts polled by FactSet to increase revenue the most over the next two calendar years, with 2021 as the baseline. The figures are in millions of dollars:\nThose are stellar sales-growth numbers -- if the analysts are close to being correct. Many of the stocks are also expensive relative to the expected 2023 sales numbers. In comparison, the iShares S&P 500 Growth ETF $(IVW)$ (which tracks the entire S&P 500 Growth Index) trades for 4.2 times estimated 2023 sales.\nPlug Power Inc. $(PLUG)$ tops the list, with analysts expecting sales to increase to $1.1 billion in 2023. The company said on June 10 it would build a hydrogen-production plant in Camden County, Ga.\nSnap Inc. (SNAP) CEO Evan Spiegal said recently the company had grown to 500 million active daily users and that almost half of U.S. smartphone users were using Snapchat.\nNovavax Inc. $(NVAX)$ expects to apply for FDA approval of its coronavirus vaccine during the third quarter.\nCarvana Co. (CVNA) has been on a tear, with used-car demand spiking in the wake of component shortages for automobile production. The company's sales by units increased 76% in the first quarter from a year earlier.\nUber Technologies Inc. $(UBER)$ and Lyft Inc $(LYFT)$ are also expected to ride the economic recovery wave, although analysts expect Lyft to take longer to exceed its pre-pandemic revenue level .\nPalantir Technologies Inc. (PLTR) rounds out the list. The developer of software used by government defense and intelligence agencies was included in this analysis of meme stocks .\nEarnings\nSome of these companies are still in relatively early growth stages, and aren't expected to achieve full-year profitability until 2023. Here are consensus earnings-per-share estimates for three years:\nThose are very high price-to-earnings ratios based on current stock prices and consensus estimates for 2023. But for rapidly growing companies, earnings typically aren't a priority, which explains why Amazon.com Inc. $(AMZN)$ always trades at a high P/E. In comparison, the the iShares S&P 500 Growth ETF trades for 23.3 times its weighted aggregate consensus earnings estimate for 2023.\nWall Street's opinion\nHere's a summary of opinion about the 15 companies held by MTUM that analysts expect to grow their revenue the most over the next two years:\nThe 12-month price targets may not be useful -- for traders, this is an eternity; it may be a short period for long-term investors looking to profit for years as sales (and hopefully earnings, eventually) compound. It is important to do your own research and form your own opinion about a company's financial health and its ability to remain competitive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105636455,"gmtCreate":1620296641977,"gmtModify":1704341499953,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good timing now?","listText":"Good timing now?","text":"Good timing now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/105636455","repostId":"1186635388","repostType":4,"repost":{"id":"1186635388","pubTimestamp":1620294327,"share":"https://www.laohu8.com/m/news/1186635388?lang=&edition=full","pubTime":"2021-05-06 17:45","market":"fut","language":"en","title":"Oil Slides Below $69 Amid Uneven Recovery in Global Consumption","url":"https://stock-news.laohu8.com/highlight/detail?id=1186635388","media":"Bloomberg","summary":"(Bloomberg) -- Oil slipped below $69 a barrel as traders assessed an uneven recovery in global deman","content":"<p>(Bloomberg) -- Oil slipped below $69 a barrel as traders assessed an uneven recovery in global demand.</p>\n<p>Global benchmark Brent has struggled for momentum after failing to break above $70 a barrel on Wednesday. While major crude importer India is battling a record coronavirus wave that’s sapped economic activity, there are signs of rising oil consumption in the U.S., Europe and China. Data Wednesday showed American stockpiles declined last week to the lowest since February.</p>\n<p>Oil has rallied in 2021 as key economies including the U.S. and China rebound from the impact of the pandemic, fanning energy demand. The strength in crude forms part of a broad advance in raw materials, with the Bloomberg Commodity Spot Index surging to the highest level in almost a decade. Still, the outbreak in India has rapidly worsened since the start of April, and the country is now reporting more than 350,000 cases every day.</p>\n<p>“Prices flirt with the 70 mark, but fail to push higher,” said Hans van Cleef, senior energy economist at ABN Amro. “From a fundamental perspective we have demand uncertainties and a lot of OPEC+ spare capacity to meet any rise in demand.”</p>\n<p>Elsewhere in Asia, Tokyo wants to extend a virus emergency currently in place and will seek approval from Prime Minister Yoshihide Suga, in a bid to stem a surge in infections ahead of the capital hosting the Olympics from July.</p>\n<p>Prices have also run into technical hurdles in recent days, trading above their upper Bollinger bands intraday, before subsequently retreating. That could prove to be a sign that the current rally may be due for a pause.</p>\n<p>“The failure of Brent to break above $70 per barrel highlights that there is still plenty of concern over the demand outlook,” said Warren Patterson, head of commodities strategy at ING Group. “India is a worry for the market, particularly if we eventually see a national lockdown.”</p>","source":"yahoofinance_sg","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>Oil Slides Below $69 Amid Uneven Recovery in Global Consumption</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\">\nOil Slides Below $69 Amid Uneven Recovery in Global Consumption\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-06 17:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/oil-declines-traders-assess-uneven-003449817.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Oil slipped below $69 a barrel as traders assessed an uneven recovery in global demand.\nGlobal benchmark Brent has struggled for momentum after failing to break above $70 a barrel on ...</p>\n\n<a href=\"https://finance.yahoo.com/news/oil-declines-traders-assess-uneven-003449817.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://finance.yahoo.com/news/oil-declines-traders-assess-uneven-003449817.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186635388","content_text":"(Bloomberg) -- Oil slipped below $69 a barrel as traders assessed an uneven recovery in global demand.\nGlobal benchmark Brent has struggled for momentum after failing to break above $70 a barrel on Wednesday. While major crude importer India is battling a record coronavirus wave that’s sapped economic activity, there are signs of rising oil consumption in the U.S., Europe and China. Data Wednesday showed American stockpiles declined last week to the lowest since February.\nOil has rallied in 2021 as key economies including the U.S. and China rebound from the impact of the pandemic, fanning energy demand. The strength in crude forms part of a broad advance in raw materials, with the Bloomberg Commodity Spot Index surging to the highest level in almost a decade. Still, the outbreak in India has rapidly worsened since the start of April, and the country is now reporting more than 350,000 cases every day.\n“Prices flirt with the 70 mark, but fail to push higher,” said Hans van Cleef, senior energy economist at ABN Amro. “From a fundamental perspective we have demand uncertainties and a lot of OPEC+ spare capacity to meet any rise in demand.”\nElsewhere in Asia, Tokyo wants to extend a virus emergency currently in place and will seek approval from Prime Minister Yoshihide Suga, in a bid to stem a surge in infections ahead of the capital hosting the Olympics from July.\nPrices have also run into technical hurdles in recent days, trading above their upper Bollinger bands intraday, before subsequently retreating. That could prove to be a sign that the current rally may be due for a pause.\n“The failure of Brent to break above $70 per barrel highlights that there is still plenty of concern over the demand outlook,” said Warren Patterson, head of commodities strategy at ING Group. “India is a worry for the market, particularly if we eventually see a national lockdown.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582036219515358","authorId":"3582036219515358","name":"boonchek","avatar":"https://static.tigerbbs.com/c615abbfde8feafcbdd8e88179f1e152","crmLevel":4,"crmLevelSwitch":0},"content":"Hello, please reply to my comment here.","text":"Hello, please reply to my comment here.","html":"Hello, please reply to my comment here."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813044596,"gmtCreate":1630116655815,"gmtModify":1676530228717,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>Haizzz&nbsp;","listText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>Haizzz&nbsp;","text":"$Orphazyme A/S(ORPH)$Haizzz","images":[{"img":"https://static.tigerbbs.com/99fb49bf9f0547998b6be1614e3b820a","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/813044596","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":833555485,"gmtCreate":1629251592347,"gmtModify":1676529979458,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Morning good&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Morning good&nbsp;","text":"$AMC Entertainment(AMC)$Morning good","images":[{"img":"https://static.tigerbbs.com/cdd1a959440080d2cbe48294aa041590","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/833555485","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899769311,"gmtCreate":1628215663933,"gmtModify":1703503305425,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Still lost","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Still lost","text":"$AMC Entertainment(AMC)$Still lost","images":[{"img":"https://static.tigerbbs.com/e10f9fd1bb804113bbe143d0ba585ce0","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/899769311","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":133244367,"gmtCreate":1621759497659,"gmtModify":1704362166174,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/133244367","repostId":"2137990425","repostType":4,"repost":{"id":"2137990425","pubTimestamp":1621610466,"share":"https://www.laohu8.com/m/news/2137990425?lang=&edition=full","pubTime":"2021-05-21 23:21","market":"us","language":"en","title":"Tech Stock Crash -- Buy These 2 Growth Stocks on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2137990425","media":"Motley Fool","summary":"Tech stocks have taken a hit. Now looks like a good time to buy a few growth stocks with great potential.","content":"<p>If you're a tech investor, you've probably seen some red in your portfolio recently. Fears over inflation have sparked a sell-off, dragging many growth stocks down in the process. Of course, it's natural to panic, but that's not very productive.</p>\n<p>Instead, think of this as a buying opportunity. For instance, <b>Cloudflare</b> (NYSE:NET) and <b>Shopify</b> (NYSE:SHOP) have each fallen over 20% from their 52-week highs, but both look like good long-term investments. Here's why you should consider buying these two growth stocks on the dip.</p>\n<h2>1. Cloudflare: Cloud computing</h2>\n<p>Cloudflare is a cloud services provider that makes the internet faster, more reliable, and more secure. Its global network spans 200 cities, and supports nearly 17%&nbsp;of the internet as of April 2021, according to W3Techs. Those are incredible statistics, but they mean more in context. So let's look at a recent product launch.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e55778fa4732da24b1a14ed4fcaafa2\" tg-width=\"700\" tg-height=\"478\"><span>Image source: Getty Images.</span></p>\n<p>Traditionally, corporations have taken a castle-and-moat approach&nbsp;to networks: All resources were stored on-site, all employees worked in the office, and all incoming and outgoing connections were filtered through central hardware (e.g. firewall boxes, internet gateways). But this model is no longer efficient or effective, since more employees are working remotely and more enterprises rely on cloud computing.</p>\n<p>In 2020, Cloudflare launched Cloudflare for Teams to solve this problem. This product is built around Cloudflare Access and Cloudflare Gateway, enabling employees to securely access corporate resources and the open internet whether they are in the office or working remotely.</p>\n<p>Moreover, Cloudflare's global network offers performance at a scale that would be impossible for most enterprises to achieve on their own. It also eliminates the need for costly on-site hardware. Put another way, Cloudflare for Teams is faster and cheaper than legacy network security solutions.</p>\n<p>Beyond this example, Cloudflare offers a range of other products -- everything from serverless computing to streaming video platforms -- all of which are designed to enhance performance and security.</p>\n<p>In total, management believes the company's market opportunity will grow at 9% per year, rising from $72 billion in 2020 to $100 billion by 2024. But Cloudflare's revenue is growing <i>much</i> faster, meaning the company is gaining market share.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metric</p></th>\n   <th><p>2017</p></th>\n   <th><p>Q1 2021 (TTM)</p></th>\n   <th><p>CAGR</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"156\"><p>Customers</p></td>\n   <td width=\"156\"><p>49,309</p></td>\n   <td width=\"156\"><p>119,206</p></td>\n   <td width=\"156\"><p>31%</p></td>\n  </tr>\n  <tr>\n   <td width=\"156\"><p>Revenue</p></td>\n   <td width=\"156\"><p>$135 million</p></td>\n   <td width=\"156\"><p>$478 million</p></td>\n   <td width=\"156\"><p>48%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Cloudflare&nbsp;SEC filings. TTM = trailing-12-months. CAGR = compound annual growth rate.</p>\n<p>Going forward, investors should pay attention to Cloudflare's ability to maintain its momentum. The company faces competition from legacy providers like <b>Akamai</b>&nbsp;and public cloud titans like <b>Amazon</b> Web Services. However, Cloudflare is currently growing more quickly than both. That's why this growth stock is a buy for long-term investors.</p>\n<h2>2. Shopify: E-commerce</h2>\n<p>Creating an e-commerce website is complicated, especially if you're not a software developer. And managing a business is even more complicated since you need a way to process payments, manage inventory, fulfill and ship orders, and run ad campaigns.</p>\n<p>Shopify removes all of this complexity, simplifying commerce. Using its&nbsp;software-as-a-service (SaaS) platform, anyone can easily build an online storefront and manage a business across physical and digital locations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff4a35f99c16648b52d7b3f448eb34e1\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Shopify.</span></p>\n<p>Not surprisingly, Shopify's business has grown at an incredible pace as e-commerce has gained traction around the world. In 2016 the company had 377,500&nbsp;customers, but that figure double by 2018&nbsp;and doubled again by 2020, reaching 1.7 million.</p>\n<p>At the same time, Shopify has seen strong adoption of its payment processing and shipping services. In 2016 Shopify Payments handled 39% of gross merchandise volume&nbsp;(GMV), but that figure hit 45% in 2020. Likewise, less than 40% of U.S. and Canadian merchants&nbsp;used Shopify Shipping in 2018, but that figure hit 52% in 2020.</p>\n<p>Here's the takeaway: Shopify's quickly growing customer base has powered soaring subscription sales, but increasing adoption of Shopify Payments and Shopify Shipping has driven even faster sales growth in merchant solutions.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Shopify Revenue</p></th>\n   <th><p>2016</p></th>\n   <th><p>2020</p></th>\n   <th><p>CAGR</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"156\"><p>Subscription</p></td>\n   <td width=\"156\"><p>$188.6 million</p></td>\n   <td width=\"156\"><p>$908.8 million</p></td>\n   <td width=\"156\"><p>48%</p></td>\n  </tr>\n  <tr>\n   <td width=\"156\"><p>Merchant Solutions</p></td>\n   <td width=\"156\"><p>$200.7 million</p></td>\n   <td width=\"156\"><p>$2.0 billion</p></td>\n   <td width=\"156\"><p>78%</p></td>\n  </tr>\n  <tr>\n   <td width=\"156\"><p>Total</p></td>\n   <td width=\"156\"><p>$389.3 million</p></td>\n   <td width=\"156\"><p>$2.9 billion</p></td>\n   <td width=\"156\"><p>66%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Shopify&nbsp;SEC filings. CAGR = compound annual growth rate.</p>\n<p>In Q1 2021, Shopify's business continued to gain speed. Subscription sales growth accelerated to 71% and merchant solutions sales growth accelerated to 137%. In total, Q1 revenue came in at $989 million -- more than double its full-year revenue in 2016.</p>\n<p>This supercharged financial performance can't last forever, but even as growth slows, I believe Shopify will be an important player in the e-commerce industry for decades to come. That's why this tech stock looks like a buy.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech Stock Crash -- Buy These 2 Growth Stocks on the Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech Stock Crash -- Buy These 2 Growth Stocks on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/21/tech-stock-crash-buy-these-2-growth-stocks-on-dip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're a tech investor, you've probably seen some red in your portfolio recently. Fears over inflation have sparked a sell-off, dragging many growth stocks down in the process. Of course, it's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/21/tech-stock-crash-buy-these-2-growth-stocks-on-dip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","NET":"Cloudflare, Inc."},"source_url":"https://www.fool.com/investing/2021/05/21/tech-stock-crash-buy-these-2-growth-stocks-on-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137990425","content_text":"If you're a tech investor, you've probably seen some red in your portfolio recently. Fears over inflation have sparked a sell-off, dragging many growth stocks down in the process. Of course, it's natural to panic, but that's not very productive.\nInstead, think of this as a buying opportunity. For instance, Cloudflare (NYSE:NET) and Shopify (NYSE:SHOP) have each fallen over 20% from their 52-week highs, but both look like good long-term investments. Here's why you should consider buying these two growth stocks on the dip.\n1. Cloudflare: Cloud computing\nCloudflare is a cloud services provider that makes the internet faster, more reliable, and more secure. Its global network spans 200 cities, and supports nearly 17% of the internet as of April 2021, according to W3Techs. Those are incredible statistics, but they mean more in context. So let's look at a recent product launch.\nImage source: Getty Images.\nTraditionally, corporations have taken a castle-and-moat approach to networks: All resources were stored on-site, all employees worked in the office, and all incoming and outgoing connections were filtered through central hardware (e.g. firewall boxes, internet gateways). But this model is no longer efficient or effective, since more employees are working remotely and more enterprises rely on cloud computing.\nIn 2020, Cloudflare launched Cloudflare for Teams to solve this problem. This product is built around Cloudflare Access and Cloudflare Gateway, enabling employees to securely access corporate resources and the open internet whether they are in the office or working remotely.\nMoreover, Cloudflare's global network offers performance at a scale that would be impossible for most enterprises to achieve on their own. It also eliminates the need for costly on-site hardware. Put another way, Cloudflare for Teams is faster and cheaper than legacy network security solutions.\nBeyond this example, Cloudflare offers a range of other products -- everything from serverless computing to streaming video platforms -- all of which are designed to enhance performance and security.\nIn total, management believes the company's market opportunity will grow at 9% per year, rising from $72 billion in 2020 to $100 billion by 2024. But Cloudflare's revenue is growing much faster, meaning the company is gaining market share.\n\n\n\nMetric\n2017\nQ1 2021 (TTM)\nCAGR\n\n\n\n\nCustomers\n49,309\n119,206\n31%\n\n\nRevenue\n$135 million\n$478 million\n48%\n\n\n\nData source: Cloudflare SEC filings. TTM = trailing-12-months. CAGR = compound annual growth rate.\nGoing forward, investors should pay attention to Cloudflare's ability to maintain its momentum. The company faces competition from legacy providers like Akamai and public cloud titans like Amazon Web Services. However, Cloudflare is currently growing more quickly than both. That's why this growth stock is a buy for long-term investors.\n2. Shopify: E-commerce\nCreating an e-commerce website is complicated, especially if you're not a software developer. And managing a business is even more complicated since you need a way to process payments, manage inventory, fulfill and ship orders, and run ad campaigns.\nShopify removes all of this complexity, simplifying commerce. Using its software-as-a-service (SaaS) platform, anyone can easily build an online storefront and manage a business across physical and digital locations.\nImage source: Shopify.\nNot surprisingly, Shopify's business has grown at an incredible pace as e-commerce has gained traction around the world. In 2016 the company had 377,500 customers, but that figure double by 2018 and doubled again by 2020, reaching 1.7 million.\nAt the same time, Shopify has seen strong adoption of its payment processing and shipping services. In 2016 Shopify Payments handled 39% of gross merchandise volume (GMV), but that figure hit 45% in 2020. Likewise, less than 40% of U.S. and Canadian merchants used Shopify Shipping in 2018, but that figure hit 52% in 2020.\nHere's the takeaway: Shopify's quickly growing customer base has powered soaring subscription sales, but increasing adoption of Shopify Payments and Shopify Shipping has driven even faster sales growth in merchant solutions.\n\n\n\nShopify Revenue\n2016\n2020\nCAGR\n\n\n\n\nSubscription\n$188.6 million\n$908.8 million\n48%\n\n\nMerchant Solutions\n$200.7 million\n$2.0 billion\n78%\n\n\nTotal\n$389.3 million\n$2.9 billion\n66%\n\n\n\nData source: Shopify SEC filings. CAGR = compound annual growth rate.\nIn Q1 2021, Shopify's business continued to gain speed. Subscription sales growth accelerated to 71% and merchant solutions sales growth accelerated to 137%. In total, Q1 revenue came in at $989 million -- more than double its full-year revenue in 2016.\nThis supercharged financial performance can't last forever, but even as growth slows, I believe Shopify will be an important player in the e-commerce industry for decades to come. That's why this tech stock looks like a buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584433232330748","authorId":"3584433232330748","name":"GoldD","avatar":"https://static.tigerbbs.com/37c90c87dc5bc83f4291960e2d4b220c","crmLevel":1,"crmLevelSwitch":1},"content":"Please comment and like ?","text":"Please comment and like ?","html":"Please comment and like ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133244090,"gmtCreate":1621759471910,"gmtModify":1704362165689,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"West&nbsp;","listText":"West&nbsp;","text":"West","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/133244090","repostId":"2137906121","repostType":4,"repost":{"id":"2137906121","pubTimestamp":1621611396,"share":"https://www.laohu8.com/m/news/2137906121?lang=&edition=full","pubTime":"2021-05-21 23:36","market":"us","language":"en","title":"Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2137906121","media":"Motley Fool","summary":"Berkshire Hathaway has continued to reduce its stakes in banks.","content":"<p><b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, Warren Buffett, made during the period. As has been the case for most of the past year, Buffett was active in the financial sector, mostly reducing Berkshire Hathaway's positions in banks. At the company's annual investor day earlier this month, Buffett provided some explanation for all the stock selling he's done in that sector.</p>\n<p>\"I like banks generally,\" he said, \"I just didn't like the proportion we had compared to the possible risk if we got the bad results that so far we haven't gotten.\"</p>\n<p>Let's review the three big changes Buffett and Berkshire Hathaway made to their bank holdings in the first quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2da7d6438277757a73f9e626ebc6fc2\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>1. All but eliminating Wells Fargo</h2>\n<p>Everyone knew it was coming, but Buffett all but made it official last quarter, nearly eliminating his position in his onetime favorite bank, <b>Wells Fargo</b> (NYSE:WFC). Berkshire Hathaway sold 51.7 million shares, dropping its stake to a mere 675,000 shares valued at $26.3 million.</p>\n<p>This essentially ends what was an epic run for the Oracle of Omaha and Wells Fargo. Buffett first purchased shares in the large U.S. bank in 1989, and by 1994, he had acquired more than 13% of its outstanding shares. At the end of the third quarter of 2019, before the pandemic, Buffett's stake, which had a rough original cost basis of just below $9 billion, was worth close to $20 billion. And at <a href=\"https://laohu8.com/S/AONE\">one</a> point back in 2017, it was reportedly worth as much as $29 billion.</p>\n<p>But as the fallout of Wells Fargo's phony accounts scandal and other revelations about its consumer abuses continued to play out, Buffett began to lose faith in the institution and started trimming his position. It looks like Buffett ultimately ended up making much less on his Wells Fargo investment than he could have, considering he sold more than 323 million shares between the end of Q1 2020 and the end of Q1 2021. During that 12-month period, the bank's shares traded from a low of $21.45 to a high of $39.07. At the end of 2019, they traded north of $53.</p>\n<p>The stock closed at $45.73 on Thursday, and many investors still believe Wells Fargo is undervalued these days, trading at 135% tangible book value (equity minus intangible assets and goodwill). Bank valuations have shot up in recent months, and Wells Fargo in particular could see more tailwinds when the Federal Reserve lifts the $1.95 trillion asset cap that the bank has been operating under since 2018.</p>\n<h2>2. Dumping <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></h2>\n<p>Last quarter, Berkshire Hathaway also eliminated its entire stake in the consumer finance credit card company <b>Synchrony Financial&nbsp;</b>(NYSE:SYF), selling its 21.1 million shares. Synchrony uses what it calls a \"partner-centric\" business model under which it teams up with leading retailers and digital brands that promote Synchrony's credit cards. Consumers can get deals on specific purchases by opening Synchrony credit cards, which are often branded under a retailer's name.</p>\n<p>While I wouldn't say I saw this move coming, it doesn't entirely surprise me. Over the last year, Buffett has become even more selective about which banks he wants to own. He seems to be picking a winner or two in each banking industry subcategory -- for instance, he sold his stake in America's largest bank, <b>JPMorgan Chase</b>, and loaded up on America's second-largest bank, <b>Bank of America</b>.</p>\n<p>Considering that Buffett already has a huge position in <b>American <a href=\"https://laohu8.com/S/EXPR\">Express</a></b>, and loves the brand, that is likely going to be his pick for a credit-card-focused holding. Berkshire Hathaway likely made a good profit on that Synchrony investment, though, considering that the stock hit its highest level ever during Q1.</p>\n<h2>3. Trimming U.S. Bancorp again</h2>\n<p>Berkshire Hathaway also sold about 1.45 million shares of <b>U.S. Bancorp</b> (NYSE:USB) in the first quarter -- but it still owns nearly 129.7 million shares. The Oracle of Omaha has sold small quantities of shares of the Minnesota-based regional bank a few times over the last year, and it's a bit unclear why. It does appear that he has made U.S. Bancorp his regional bank pick, though. He sold off his other regional bank holdings, including his stakes in <b>PNC Financial Services Group</b>&nbsp;and&nbsp;<b>M&amp;T Bank</b>, in the fourth quarter of 2020.&nbsp;</p>\n<p>One possible explanation relates to Buffett's well-known desire to keep his stakes in those banks below 10%, so he can avoid the additional reporting requirements that a higher ownership level would trigger. At the end of the first quarter, Buffett owned about 8.7% of U.S. Bancorp's outstanding shares. So his stock sale may have simply been a move to prepare for the bank's planned share repurchases, which should accelerate later this year. Last quarter's adjustment should maintain Berkshire Hathaway's stake at a level comfortably under the 10% threshold, even after U.S. Bancorp's total share count is reduced. </p>\n<p>Overall, I still feel confident that Buffett plans to stick with U.S. Bancorp, although I will continue to watch his moves in upcoming quarters to see if he further reduces his stake in it.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021</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 the 3 Bank Moves Warren Buffett Has Made So Far in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","SYF":"Synchrony Financial","BRK.A":"伯克希尔","WFC":"富国银行","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137906121","content_text":"Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, Warren Buffett, made during the period. As has been the case for most of the past year, Buffett was active in the financial sector, mostly reducing Berkshire Hathaway's positions in banks. At the company's annual investor day earlier this month, Buffett provided some explanation for all the stock selling he's done in that sector.\n\"I like banks generally,\" he said, \"I just didn't like the proportion we had compared to the possible risk if we got the bad results that so far we haven't gotten.\"\nLet's review the three big changes Buffett and Berkshire Hathaway made to their bank holdings in the first quarter.\nImage source: Getty Images.\n1. All but eliminating Wells Fargo\nEveryone knew it was coming, but Buffett all but made it official last quarter, nearly eliminating his position in his onetime favorite bank, Wells Fargo (NYSE:WFC). Berkshire Hathaway sold 51.7 million shares, dropping its stake to a mere 675,000 shares valued at $26.3 million.\nThis essentially ends what was an epic run for the Oracle of Omaha and Wells Fargo. Buffett first purchased shares in the large U.S. bank in 1989, and by 1994, he had acquired more than 13% of its outstanding shares. At the end of the third quarter of 2019, before the pandemic, Buffett's stake, which had a rough original cost basis of just below $9 billion, was worth close to $20 billion. And at one point back in 2017, it was reportedly worth as much as $29 billion.\nBut as the fallout of Wells Fargo's phony accounts scandal and other revelations about its consumer abuses continued to play out, Buffett began to lose faith in the institution and started trimming his position. It looks like Buffett ultimately ended up making much less on his Wells Fargo investment than he could have, considering he sold more than 323 million shares between the end of Q1 2020 and the end of Q1 2021. During that 12-month period, the bank's shares traded from a low of $21.45 to a high of $39.07. At the end of 2019, they traded north of $53.\nThe stock closed at $45.73 on Thursday, and many investors still believe Wells Fargo is undervalued these days, trading at 135% tangible book value (equity minus intangible assets and goodwill). Bank valuations have shot up in recent months, and Wells Fargo in particular could see more tailwinds when the Federal Reserve lifts the $1.95 trillion asset cap that the bank has been operating under since 2018.\n2. Dumping Synchrony Financial\nLast quarter, Berkshire Hathaway also eliminated its entire stake in the consumer finance credit card company Synchrony Financial (NYSE:SYF), selling its 21.1 million shares. Synchrony uses what it calls a \"partner-centric\" business model under which it teams up with leading retailers and digital brands that promote Synchrony's credit cards. Consumers can get deals on specific purchases by opening Synchrony credit cards, which are often branded under a retailer's name.\nWhile I wouldn't say I saw this move coming, it doesn't entirely surprise me. Over the last year, Buffett has become even more selective about which banks he wants to own. He seems to be picking a winner or two in each banking industry subcategory -- for instance, he sold his stake in America's largest bank, JPMorgan Chase, and loaded up on America's second-largest bank, Bank of America.\nConsidering that Buffett already has a huge position in American Express, and loves the brand, that is likely going to be his pick for a credit-card-focused holding. Berkshire Hathaway likely made a good profit on that Synchrony investment, though, considering that the stock hit its highest level ever during Q1.\n3. Trimming U.S. Bancorp again\nBerkshire Hathaway also sold about 1.45 million shares of U.S. Bancorp (NYSE:USB) in the first quarter -- but it still owns nearly 129.7 million shares. The Oracle of Omaha has sold small quantities of shares of the Minnesota-based regional bank a few times over the last year, and it's a bit unclear why. It does appear that he has made U.S. Bancorp his regional bank pick, though. He sold off his other regional bank holdings, including his stakes in PNC Financial Services Group and M&T Bank, in the fourth quarter of 2020. \nOne possible explanation relates to Buffett's well-known desire to keep his stakes in those banks below 10%, so he can avoid the additional reporting requirements that a higher ownership level would trigger. At the end of the first quarter, Buffett owned about 8.7% of U.S. Bancorp's outstanding shares. So his stock sale may have simply been a move to prepare for the bank's planned share repurchases, which should accelerate later this year. Last quarter's adjustment should maintain Berkshire Hathaway's stake at a level comfortably under the 10% threshold, even after U.S. Bancorp's total share count is reduced. \nOverall, I still feel confident that Buffett plans to stick with U.S. Bancorp, although I will continue to watch his moves in upcoming quarters to see if he further reduces his stake in it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581889013623128","authorId":"3581889013623128","name":"SureWinTun","avatar":"https://static.tigerbbs.com/b887e690361d66167214f283496d05a5","crmLevel":2,"crmLevelSwitch":0},"content":"east, please reply","text":"east, please reply","html":"east, please reply"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139495634,"gmtCreate":1621648799228,"gmtModify":1704360992618,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/139495634","repostId":"2137906121","repostType":4,"repost":{"id":"2137906121","pubTimestamp":1621611396,"share":"https://www.laohu8.com/m/news/2137906121?lang=&edition=full","pubTime":"2021-05-21 23:36","market":"us","language":"en","title":"Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2137906121","media":"Motley Fool","summary":"Berkshire Hathaway has continued to reduce its stakes in banks.","content":"<p><b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, Warren Buffett, made during the period. As has been the case for most of the past year, Buffett was active in the financial sector, mostly reducing Berkshire Hathaway's positions in banks. At the company's annual investor day earlier this month, Buffett provided some explanation for all the stock selling he's done in that sector.</p>\n<p>\"I like banks generally,\" he said, \"I just didn't like the proportion we had compared to the possible risk if we got the bad results that so far we haven't gotten.\"</p>\n<p>Let's review the three big changes Buffett and Berkshire Hathaway made to their bank holdings in the first quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2da7d6438277757a73f9e626ebc6fc2\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>1. All but eliminating Wells Fargo</h2>\n<p>Everyone knew it was coming, but Buffett all but made it official last quarter, nearly eliminating his position in his onetime favorite bank, <b>Wells Fargo</b> (NYSE:WFC). Berkshire Hathaway sold 51.7 million shares, dropping its stake to a mere 675,000 shares valued at $26.3 million.</p>\n<p>This essentially ends what was an epic run for the Oracle of Omaha and Wells Fargo. Buffett first purchased shares in the large U.S. bank in 1989, and by 1994, he had acquired more than 13% of its outstanding shares. At the end of the third quarter of 2019, before the pandemic, Buffett's stake, which had a rough original cost basis of just below $9 billion, was worth close to $20 billion. And at <a href=\"https://laohu8.com/S/AONE\">one</a> point back in 2017, it was reportedly worth as much as $29 billion.</p>\n<p>But as the fallout of Wells Fargo's phony accounts scandal and other revelations about its consumer abuses continued to play out, Buffett began to lose faith in the institution and started trimming his position. It looks like Buffett ultimately ended up making much less on his Wells Fargo investment than he could have, considering he sold more than 323 million shares between the end of Q1 2020 and the end of Q1 2021. During that 12-month period, the bank's shares traded from a low of $21.45 to a high of $39.07. At the end of 2019, they traded north of $53.</p>\n<p>The stock closed at $45.73 on Thursday, and many investors still believe Wells Fargo is undervalued these days, trading at 135% tangible book value (equity minus intangible assets and goodwill). Bank valuations have shot up in recent months, and Wells Fargo in particular could see more tailwinds when the Federal Reserve lifts the $1.95 trillion asset cap that the bank has been operating under since 2018.</p>\n<h2>2. Dumping <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></h2>\n<p>Last quarter, Berkshire Hathaway also eliminated its entire stake in the consumer finance credit card company <b>Synchrony Financial&nbsp;</b>(NYSE:SYF), selling its 21.1 million shares. Synchrony uses what it calls a \"partner-centric\" business model under which it teams up with leading retailers and digital brands that promote Synchrony's credit cards. Consumers can get deals on specific purchases by opening Synchrony credit cards, which are often branded under a retailer's name.</p>\n<p>While I wouldn't say I saw this move coming, it doesn't entirely surprise me. Over the last year, Buffett has become even more selective about which banks he wants to own. He seems to be picking a winner or two in each banking industry subcategory -- for instance, he sold his stake in America's largest bank, <b>JPMorgan Chase</b>, and loaded up on America's second-largest bank, <b>Bank of America</b>.</p>\n<p>Considering that Buffett already has a huge position in <b>American <a href=\"https://laohu8.com/S/EXPR\">Express</a></b>, and loves the brand, that is likely going to be his pick for a credit-card-focused holding. Berkshire Hathaway likely made a good profit on that Synchrony investment, though, considering that the stock hit its highest level ever during Q1.</p>\n<h2>3. Trimming U.S. Bancorp again</h2>\n<p>Berkshire Hathaway also sold about 1.45 million shares of <b>U.S. Bancorp</b> (NYSE:USB) in the first quarter -- but it still owns nearly 129.7 million shares. The Oracle of Omaha has sold small quantities of shares of the Minnesota-based regional bank a few times over the last year, and it's a bit unclear why. It does appear that he has made U.S. Bancorp his regional bank pick, though. He sold off his other regional bank holdings, including his stakes in <b>PNC Financial Services Group</b>&nbsp;and&nbsp;<b>M&amp;T Bank</b>, in the fourth quarter of 2020.&nbsp;</p>\n<p>One possible explanation relates to Buffett's well-known desire to keep his stakes in those banks below 10%, so he can avoid the additional reporting requirements that a higher ownership level would trigger. At the end of the first quarter, Buffett owned about 8.7% of U.S. Bancorp's outstanding shares. So his stock sale may have simply been a move to prepare for the bank's planned share repurchases, which should accelerate later this year. Last quarter's adjustment should maintain Berkshire Hathaway's stake at a level comfortably under the 10% threshold, even after U.S. Bancorp's total share count is reduced. </p>\n<p>Overall, I still feel confident that Buffett plans to stick with U.S. Bancorp, although I will continue to watch his moves in upcoming quarters to see if he further reduces his stake in it.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021</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 the 3 Bank Moves Warren Buffett Has Made So Far in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","SYF":"Synchrony Financial","BRK.A":"伯克希尔","WFC":"富国银行","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137906121","content_text":"Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, Warren Buffett, made during the period. As has been the case for most of the past year, Buffett was active in the financial sector, mostly reducing Berkshire Hathaway's positions in banks. At the company's annual investor day earlier this month, Buffett provided some explanation for all the stock selling he's done in that sector.\n\"I like banks generally,\" he said, \"I just didn't like the proportion we had compared to the possible risk if we got the bad results that so far we haven't gotten.\"\nLet's review the three big changes Buffett and Berkshire Hathaway made to their bank holdings in the first quarter.\nImage source: Getty Images.\n1. All but eliminating Wells Fargo\nEveryone knew it was coming, but Buffett all but made it official last quarter, nearly eliminating his position in his onetime favorite bank, Wells Fargo (NYSE:WFC). Berkshire Hathaway sold 51.7 million shares, dropping its stake to a mere 675,000 shares valued at $26.3 million.\nThis essentially ends what was an epic run for the Oracle of Omaha and Wells Fargo. Buffett first purchased shares in the large U.S. bank in 1989, and by 1994, he had acquired more than 13% of its outstanding shares. At the end of the third quarter of 2019, before the pandemic, Buffett's stake, which had a rough original cost basis of just below $9 billion, was worth close to $20 billion. And at one point back in 2017, it was reportedly worth as much as $29 billion.\nBut as the fallout of Wells Fargo's phony accounts scandal and other revelations about its consumer abuses continued to play out, Buffett began to lose faith in the institution and started trimming his position. It looks like Buffett ultimately ended up making much less on his Wells Fargo investment than he could have, considering he sold more than 323 million shares between the end of Q1 2020 and the end of Q1 2021. During that 12-month period, the bank's shares traded from a low of $21.45 to a high of $39.07. At the end of 2019, they traded north of $53.\nThe stock closed at $45.73 on Thursday, and many investors still believe Wells Fargo is undervalued these days, trading at 135% tangible book value (equity minus intangible assets and goodwill). Bank valuations have shot up in recent months, and Wells Fargo in particular could see more tailwinds when the Federal Reserve lifts the $1.95 trillion asset cap that the bank has been operating under since 2018.\n2. Dumping Synchrony Financial\nLast quarter, Berkshire Hathaway also eliminated its entire stake in the consumer finance credit card company Synchrony Financial (NYSE:SYF), selling its 21.1 million shares. Synchrony uses what it calls a \"partner-centric\" business model under which it teams up with leading retailers and digital brands that promote Synchrony's credit cards. Consumers can get deals on specific purchases by opening Synchrony credit cards, which are often branded under a retailer's name.\nWhile I wouldn't say I saw this move coming, it doesn't entirely surprise me. Over the last year, Buffett has become even more selective about which banks he wants to own. He seems to be picking a winner or two in each banking industry subcategory -- for instance, he sold his stake in America's largest bank, JPMorgan Chase, and loaded up on America's second-largest bank, Bank of America.\nConsidering that Buffett already has a huge position in American Express, and loves the brand, that is likely going to be his pick for a credit-card-focused holding. Berkshire Hathaway likely made a good profit on that Synchrony investment, though, considering that the stock hit its highest level ever during Q1.\n3. Trimming U.S. Bancorp again\nBerkshire Hathaway also sold about 1.45 million shares of U.S. Bancorp (NYSE:USB) in the first quarter -- but it still owns nearly 129.7 million shares. The Oracle of Omaha has sold small quantities of shares of the Minnesota-based regional bank a few times over the last year, and it's a bit unclear why. It does appear that he has made U.S. Bancorp his regional bank pick, though. He sold off his other regional bank holdings, including his stakes in PNC Financial Services Group and M&T Bank, in the fourth quarter of 2020. \nOne possible explanation relates to Buffett's well-known desire to keep his stakes in those banks below 10%, so he can avoid the additional reporting requirements that a higher ownership level would trigger. At the end of the first quarter, Buffett owned about 8.7% of U.S. Bancorp's outstanding shares. So his stock sale may have simply been a move to prepare for the bank's planned share repurchases, which should accelerate later this year. Last quarter's adjustment should maintain Berkshire Hathaway's stake at a level comfortably under the 10% threshold, even after U.S. Bancorp's total share count is reduced. \nOverall, I still feel confident that Buffett plans to stick with U.S. Bancorp, although I will continue to watch his moves in upcoming quarters to see if he further reduces his stake in it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186868285,"gmtCreate":1623485300147,"gmtModify":1704204936904,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pls&nbsp;Like &amp; comments tks.&nbsp;","listText":"Pls&nbsp;Like &amp; comments tks.&nbsp;","text":"Pls Like & comments tks.","images":[{"img":"https://static.tigerbbs.com/0d5c77957a57c20b15ead39b727d1f35","width":"1125","height":"2587"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/186868285","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":133244593,"gmtCreate":1621759627912,"gmtModify":1704362166658,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Me too","listText":"Me too","text":"Me too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/133244593","repostId":"2137906121","repostType":4,"repost":{"id":"2137906121","pubTimestamp":1621611396,"share":"https://www.laohu8.com/m/news/2137906121?lang=&edition=full","pubTime":"2021-05-21 23:36","market":"us","language":"en","title":"Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2137906121","media":"Motley Fool","summary":"Berkshire Hathaway has continued to reduce its stakes in banks.","content":"<p><b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, Warren Buffett, made during the period. As has been the case for most of the past year, Buffett was active in the financial sector, mostly reducing Berkshire Hathaway's positions in banks. At the company's annual investor day earlier this month, Buffett provided some explanation for all the stock selling he's done in that sector.</p>\n<p>\"I like banks generally,\" he said, \"I just didn't like the proportion we had compared to the possible risk if we got the bad results that so far we haven't gotten.\"</p>\n<p>Let's review the three big changes Buffett and Berkshire Hathaway made to their bank holdings in the first quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2da7d6438277757a73f9e626ebc6fc2\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>1. All but eliminating Wells Fargo</h2>\n<p>Everyone knew it was coming, but Buffett all but made it official last quarter, nearly eliminating his position in his onetime favorite bank, <b>Wells Fargo</b> (NYSE:WFC). Berkshire Hathaway sold 51.7 million shares, dropping its stake to a mere 675,000 shares valued at $26.3 million.</p>\n<p>This essentially ends what was an epic run for the Oracle of Omaha and Wells Fargo. Buffett first purchased shares in the large U.S. bank in 1989, and by 1994, he had acquired more than 13% of its outstanding shares. At the end of the third quarter of 2019, before the pandemic, Buffett's stake, which had a rough original cost basis of just below $9 billion, was worth close to $20 billion. And at <a href=\"https://laohu8.com/S/AONE\">one</a> point back in 2017, it was reportedly worth as much as $29 billion.</p>\n<p>But as the fallout of Wells Fargo's phony accounts scandal and other revelations about its consumer abuses continued to play out, Buffett began to lose faith in the institution and started trimming his position. It looks like Buffett ultimately ended up making much less on his Wells Fargo investment than he could have, considering he sold more than 323 million shares between the end of Q1 2020 and the end of Q1 2021. During that 12-month period, the bank's shares traded from a low of $21.45 to a high of $39.07. At the end of 2019, they traded north of $53.</p>\n<p>The stock closed at $45.73 on Thursday, and many investors still believe Wells Fargo is undervalued these days, trading at 135% tangible book value (equity minus intangible assets and goodwill). Bank valuations have shot up in recent months, and Wells Fargo in particular could see more tailwinds when the Federal Reserve lifts the $1.95 trillion asset cap that the bank has been operating under since 2018.</p>\n<h2>2. Dumping <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></h2>\n<p>Last quarter, Berkshire Hathaway also eliminated its entire stake in the consumer finance credit card company <b>Synchrony Financial&nbsp;</b>(NYSE:SYF), selling its 21.1 million shares. Synchrony uses what it calls a \"partner-centric\" business model under which it teams up with leading retailers and digital brands that promote Synchrony's credit cards. Consumers can get deals on specific purchases by opening Synchrony credit cards, which are often branded under a retailer's name.</p>\n<p>While I wouldn't say I saw this move coming, it doesn't entirely surprise me. Over the last year, Buffett has become even more selective about which banks he wants to own. He seems to be picking a winner or two in each banking industry subcategory -- for instance, he sold his stake in America's largest bank, <b>JPMorgan Chase</b>, and loaded up on America's second-largest bank, <b>Bank of America</b>.</p>\n<p>Considering that Buffett already has a huge position in <b>American <a href=\"https://laohu8.com/S/EXPR\">Express</a></b>, and loves the brand, that is likely going to be his pick for a credit-card-focused holding. Berkshire Hathaway likely made a good profit on that Synchrony investment, though, considering that the stock hit its highest level ever during Q1.</p>\n<h2>3. Trimming U.S. Bancorp again</h2>\n<p>Berkshire Hathaway also sold about 1.45 million shares of <b>U.S. Bancorp</b> (NYSE:USB) in the first quarter -- but it still owns nearly 129.7 million shares. The Oracle of Omaha has sold small quantities of shares of the Minnesota-based regional bank a few times over the last year, and it's a bit unclear why. It does appear that he has made U.S. Bancorp his regional bank pick, though. He sold off his other regional bank holdings, including his stakes in <b>PNC Financial Services Group</b>&nbsp;and&nbsp;<b>M&amp;T Bank</b>, in the fourth quarter of 2020.&nbsp;</p>\n<p>One possible explanation relates to Buffett's well-known desire to keep his stakes in those banks below 10%, so he can avoid the additional reporting requirements that a higher ownership level would trigger. At the end of the first quarter, Buffett owned about 8.7% of U.S. Bancorp's outstanding shares. So his stock sale may have simply been a move to prepare for the bank's planned share repurchases, which should accelerate later this year. Last quarter's adjustment should maintain Berkshire Hathaway's stake at a level comfortably under the 10% threshold, even after U.S. Bancorp's total share count is reduced. </p>\n<p>Overall, I still feel confident that Buffett plans to stick with U.S. Bancorp, although I will continue to watch his moves in upcoming quarters to see if he further reduces his stake in it.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021</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 the 3 Bank Moves Warren Buffett Has Made So Far in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","SYF":"Synchrony Financial","BRK.A":"伯克希尔","WFC":"富国银行","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137906121","content_text":"Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, Warren Buffett, made during the period. As has been the case for most of the past year, Buffett was active in the financial sector, mostly reducing Berkshire Hathaway's positions in banks. At the company's annual investor day earlier this month, Buffett provided some explanation for all the stock selling he's done in that sector.\n\"I like banks generally,\" he said, \"I just didn't like the proportion we had compared to the possible risk if we got the bad results that so far we haven't gotten.\"\nLet's review the three big changes Buffett and Berkshire Hathaway made to their bank holdings in the first quarter.\nImage source: Getty Images.\n1. All but eliminating Wells Fargo\nEveryone knew it was coming, but Buffett all but made it official last quarter, nearly eliminating his position in his onetime favorite bank, Wells Fargo (NYSE:WFC). Berkshire Hathaway sold 51.7 million shares, dropping its stake to a mere 675,000 shares valued at $26.3 million.\nThis essentially ends what was an epic run for the Oracle of Omaha and Wells Fargo. Buffett first purchased shares in the large U.S. bank in 1989, and by 1994, he had acquired more than 13% of its outstanding shares. At the end of the third quarter of 2019, before the pandemic, Buffett's stake, which had a rough original cost basis of just below $9 billion, was worth close to $20 billion. And at one point back in 2017, it was reportedly worth as much as $29 billion.\nBut as the fallout of Wells Fargo's phony accounts scandal and other revelations about its consumer abuses continued to play out, Buffett began to lose faith in the institution and started trimming his position. It looks like Buffett ultimately ended up making much less on his Wells Fargo investment than he could have, considering he sold more than 323 million shares between the end of Q1 2020 and the end of Q1 2021. During that 12-month period, the bank's shares traded from a low of $21.45 to a high of $39.07. At the end of 2019, they traded north of $53.\nThe stock closed at $45.73 on Thursday, and many investors still believe Wells Fargo is undervalued these days, trading at 135% tangible book value (equity minus intangible assets and goodwill). Bank valuations have shot up in recent months, and Wells Fargo in particular could see more tailwinds when the Federal Reserve lifts the $1.95 trillion asset cap that the bank has been operating under since 2018.\n2. Dumping Synchrony Financial\nLast quarter, Berkshire Hathaway also eliminated its entire stake in the consumer finance credit card company Synchrony Financial (NYSE:SYF), selling its 21.1 million shares. Synchrony uses what it calls a \"partner-centric\" business model under which it teams up with leading retailers and digital brands that promote Synchrony's credit cards. Consumers can get deals on specific purchases by opening Synchrony credit cards, which are often branded under a retailer's name.\nWhile I wouldn't say I saw this move coming, it doesn't entirely surprise me. Over the last year, Buffett has become even more selective about which banks he wants to own. He seems to be picking a winner or two in each banking industry subcategory -- for instance, he sold his stake in America's largest bank, JPMorgan Chase, and loaded up on America's second-largest bank, Bank of America.\nConsidering that Buffett already has a huge position in American Express, and loves the brand, that is likely going to be his pick for a credit-card-focused holding. Berkshire Hathaway likely made a good profit on that Synchrony investment, though, considering that the stock hit its highest level ever during Q1.\n3. Trimming U.S. Bancorp again\nBerkshire Hathaway also sold about 1.45 million shares of U.S. Bancorp (NYSE:USB) in the first quarter -- but it still owns nearly 129.7 million shares. The Oracle of Omaha has sold small quantities of shares of the Minnesota-based regional bank a few times over the last year, and it's a bit unclear why. It does appear that he has made U.S. Bancorp his regional bank pick, though. He sold off his other regional bank holdings, including his stakes in PNC Financial Services Group and M&T Bank, in the fourth quarter of 2020. \nOne possible explanation relates to Buffett's well-known desire to keep his stakes in those banks below 10%, so he can avoid the additional reporting requirements that a higher ownership level would trigger. At the end of the first quarter, Buffett owned about 8.7% of U.S. Bancorp's outstanding shares. So his stock sale may have simply been a move to prepare for the bank's planned share repurchases, which should accelerate later this year. Last quarter's adjustment should maintain Berkshire Hathaway's stake at a level comfortably under the 10% threshold, even after U.S. Bancorp's total share count is reduced. \nOverall, I still feel confident that Buffett plans to stick with U.S. Bancorp, although I will continue to watch his moves in upcoming quarters to see if he further reduces his stake in it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581889013623128","authorId":"3581889013623128","name":"SureWinTun","avatar":"https://static.tigerbbs.com/b887e690361d66167214f283496d05a5","crmLevel":2,"crmLevelSwitch":0},"content":"please return comment, thks","text":"please return comment, thks","html":"please return comment, thks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195521859,"gmtCreate":1621302828971,"gmtModify":1704355424442,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good news?","listText":"Good news?","text":"Good news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/195521859","repostId":"2136950891","repostType":4,"repost":{"id":"2136950891","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1621301501,"share":"https://www.laohu8.com/m/news/2136950891?lang=&edition=full","pubTime":"2021-05-18 09:31","market":"us","language":"en","title":"Mountain Crest Acquisition Corp III Reports Pricing Of $50 Mln IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2136950891","media":"Reuters","summary":"Mountain Crest Acquisition Corp III:Mountain Crest Acquisition Corp. Iii Announces Pricing Of $50 Mi","content":"<p><a href=\"https://laohu8.com/S/MCAEU\">Mountain Crest Acquisition Corp III</a>:<a href=\"https://laohu8.com/S/MCAC\">Mountain Crest Acquisition Corp.</a> Iii Announces Pricing Of $50 Million Initial Public Offering.Priced Its Initial Public Offering Of 5,000,000 Units At $10.00 Per Unit..</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>Mountain Crest Acquisition Corp III Reports Pricing Of $50 Mln IPO</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\">\nMountain Crest Acquisition Corp III Reports Pricing Of $50 Mln IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-18 09:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/MCAEU\">Mountain Crest Acquisition Corp III</a>:<a href=\"https://laohu8.com/S/MCAC\">Mountain Crest Acquisition Corp.</a> Iii Announces Pricing Of $50 Million Initial Public Offering.Priced Its Initial Public Offering Of 5,000,000 Units At $10.00 Per Unit..</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":"2136950891","content_text":"Mountain Crest Acquisition Corp III:Mountain Crest Acquisition Corp. Iii Announces Pricing Of $50 Million Initial Public Offering.Priced Its Initial Public Offering Of 5,000,000 Units At $10.00 Per Unit..","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863105426,"gmtCreate":1632361952865,"gmtModify":1676530763019,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ENDP\">$Endo International PLC(ENDP)$</a>Yes","listText":"<a href=\"https://laohu8.com/S/ENDP\">$Endo International PLC(ENDP)$</a>Yes","text":"$Endo International PLC(ENDP)$Yes","images":[{"img":"https://static.tigerbbs.com/d2979bad407a520ab26c64c8d7d6a0d0","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/863105426","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":133430582,"gmtCreate":1621780010646,"gmtModify":1704362342163,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Please like and comment","listText":"Please like and comment","text":"Please like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/133430582","repostId":"2137906121","repostType":4,"repost":{"id":"2137906121","pubTimestamp":1621611396,"share":"https://www.laohu8.com/m/news/2137906121?lang=&edition=full","pubTime":"2021-05-21 23:36","market":"us","language":"en","title":"Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2137906121","media":"Motley Fool","summary":"Berkshire Hathaway has continued to reduce its stakes in banks.","content":"<p><b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, Warren Buffett, made during the period. As has been the case for most of the past year, Buffett was active in the financial sector, mostly reducing Berkshire Hathaway's positions in banks. At the company's annual investor day earlier this month, Buffett provided some explanation for all the stock selling he's done in that sector.</p>\n<p>\"I like banks generally,\" he said, \"I just didn't like the proportion we had compared to the possible risk if we got the bad results that so far we haven't gotten.\"</p>\n<p>Let's review the three big changes Buffett and Berkshire Hathaway made to their bank holdings in the first quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2da7d6438277757a73f9e626ebc6fc2\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>1. All but eliminating Wells Fargo</h2>\n<p>Everyone knew it was coming, but Buffett all but made it official last quarter, nearly eliminating his position in his onetime favorite bank, <b>Wells Fargo</b> (NYSE:WFC). Berkshire Hathaway sold 51.7 million shares, dropping its stake to a mere 675,000 shares valued at $26.3 million.</p>\n<p>This essentially ends what was an epic run for the Oracle of Omaha and Wells Fargo. Buffett first purchased shares in the large U.S. bank in 1989, and by 1994, he had acquired more than 13% of its outstanding shares. At the end of the third quarter of 2019, before the pandemic, Buffett's stake, which had a rough original cost basis of just below $9 billion, was worth close to $20 billion. And at <a href=\"https://laohu8.com/S/AONE\">one</a> point back in 2017, it was reportedly worth as much as $29 billion.</p>\n<p>But as the fallout of Wells Fargo's phony accounts scandal and other revelations about its consumer abuses continued to play out, Buffett began to lose faith in the institution and started trimming his position. It looks like Buffett ultimately ended up making much less on his Wells Fargo investment than he could have, considering he sold more than 323 million shares between the end of Q1 2020 and the end of Q1 2021. During that 12-month period, the bank's shares traded from a low of $21.45 to a high of $39.07. At the end of 2019, they traded north of $53.</p>\n<p>The stock closed at $45.73 on Thursday, and many investors still believe Wells Fargo is undervalued these days, trading at 135% tangible book value (equity minus intangible assets and goodwill). Bank valuations have shot up in recent months, and Wells Fargo in particular could see more tailwinds when the Federal Reserve lifts the $1.95 trillion asset cap that the bank has been operating under since 2018.</p>\n<h2>2. Dumping <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></h2>\n<p>Last quarter, Berkshire Hathaway also eliminated its entire stake in the consumer finance credit card company <b>Synchrony Financial&nbsp;</b>(NYSE:SYF), selling its 21.1 million shares. Synchrony uses what it calls a \"partner-centric\" business model under which it teams up with leading retailers and digital brands that promote Synchrony's credit cards. Consumers can get deals on specific purchases by opening Synchrony credit cards, which are often branded under a retailer's name.</p>\n<p>While I wouldn't say I saw this move coming, it doesn't entirely surprise me. Over the last year, Buffett has become even more selective about which banks he wants to own. He seems to be picking a winner or two in each banking industry subcategory -- for instance, he sold his stake in America's largest bank, <b>JPMorgan Chase</b>, and loaded up on America's second-largest bank, <b>Bank of America</b>.</p>\n<p>Considering that Buffett already has a huge position in <b>American <a href=\"https://laohu8.com/S/EXPR\">Express</a></b>, and loves the brand, that is likely going to be his pick for a credit-card-focused holding. Berkshire Hathaway likely made a good profit on that Synchrony investment, though, considering that the stock hit its highest level ever during Q1.</p>\n<h2>3. Trimming U.S. Bancorp again</h2>\n<p>Berkshire Hathaway also sold about 1.45 million shares of <b>U.S. Bancorp</b> (NYSE:USB) in the first quarter -- but it still owns nearly 129.7 million shares. The Oracle of Omaha has sold small quantities of shares of the Minnesota-based regional bank a few times over the last year, and it's a bit unclear why. It does appear that he has made U.S. Bancorp his regional bank pick, though. He sold off his other regional bank holdings, including his stakes in <b>PNC Financial Services Group</b>&nbsp;and&nbsp;<b>M&amp;T Bank</b>, in the fourth quarter of 2020.&nbsp;</p>\n<p>One possible explanation relates to Buffett's well-known desire to keep his stakes in those banks below 10%, so he can avoid the additional reporting requirements that a higher ownership level would trigger. At the end of the first quarter, Buffett owned about 8.7% of U.S. Bancorp's outstanding shares. So his stock sale may have simply been a move to prepare for the bank's planned share repurchases, which should accelerate later this year. Last quarter's adjustment should maintain Berkshire Hathaway's stake at a level comfortably under the 10% threshold, even after U.S. Bancorp's total share count is reduced. </p>\n<p>Overall, I still feel confident that Buffett plans to stick with U.S. Bancorp, although I will continue to watch his moves in upcoming quarters to see if he further reduces his stake in it.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021</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 the 3 Bank Moves Warren Buffett Has Made So Far in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","SYF":"Synchrony Financial","BRK.A":"伯克希尔","WFC":"富国银行","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137906121","content_text":"Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, Warren Buffett, made during the period. As has been the case for most of the past year, Buffett was active in the financial sector, mostly reducing Berkshire Hathaway's positions in banks. At the company's annual investor day earlier this month, Buffett provided some explanation for all the stock selling he's done in that sector.\n\"I like banks generally,\" he said, \"I just didn't like the proportion we had compared to the possible risk if we got the bad results that so far we haven't gotten.\"\nLet's review the three big changes Buffett and Berkshire Hathaway made to their bank holdings in the first quarter.\nImage source: Getty Images.\n1. All but eliminating Wells Fargo\nEveryone knew it was coming, but Buffett all but made it official last quarter, nearly eliminating his position in his onetime favorite bank, Wells Fargo (NYSE:WFC). Berkshire Hathaway sold 51.7 million shares, dropping its stake to a mere 675,000 shares valued at $26.3 million.\nThis essentially ends what was an epic run for the Oracle of Omaha and Wells Fargo. Buffett first purchased shares in the large U.S. bank in 1989, and by 1994, he had acquired more than 13% of its outstanding shares. At the end of the third quarter of 2019, before the pandemic, Buffett's stake, which had a rough original cost basis of just below $9 billion, was worth close to $20 billion. And at one point back in 2017, it was reportedly worth as much as $29 billion.\nBut as the fallout of Wells Fargo's phony accounts scandal and other revelations about its consumer abuses continued to play out, Buffett began to lose faith in the institution and started trimming his position. It looks like Buffett ultimately ended up making much less on his Wells Fargo investment than he could have, considering he sold more than 323 million shares between the end of Q1 2020 and the end of Q1 2021. During that 12-month period, the bank's shares traded from a low of $21.45 to a high of $39.07. At the end of 2019, they traded north of $53.\nThe stock closed at $45.73 on Thursday, and many investors still believe Wells Fargo is undervalued these days, trading at 135% tangible book value (equity minus intangible assets and goodwill). Bank valuations have shot up in recent months, and Wells Fargo in particular could see more tailwinds when the Federal Reserve lifts the $1.95 trillion asset cap that the bank has been operating under since 2018.\n2. Dumping Synchrony Financial\nLast quarter, Berkshire Hathaway also eliminated its entire stake in the consumer finance credit card company Synchrony Financial (NYSE:SYF), selling its 21.1 million shares. Synchrony uses what it calls a \"partner-centric\" business model under which it teams up with leading retailers and digital brands that promote Synchrony's credit cards. Consumers can get deals on specific purchases by opening Synchrony credit cards, which are often branded under a retailer's name.\nWhile I wouldn't say I saw this move coming, it doesn't entirely surprise me. Over the last year, Buffett has become even more selective about which banks he wants to own. He seems to be picking a winner or two in each banking industry subcategory -- for instance, he sold his stake in America's largest bank, JPMorgan Chase, and loaded up on America's second-largest bank, Bank of America.\nConsidering that Buffett already has a huge position in American Express, and loves the brand, that is likely going to be his pick for a credit-card-focused holding. Berkshire Hathaway likely made a good profit on that Synchrony investment, though, considering that the stock hit its highest level ever during Q1.\n3. Trimming U.S. Bancorp again\nBerkshire Hathaway also sold about 1.45 million shares of U.S. Bancorp (NYSE:USB) in the first quarter -- but it still owns nearly 129.7 million shares. The Oracle of Omaha has sold small quantities of shares of the Minnesota-based regional bank a few times over the last year, and it's a bit unclear why. It does appear that he has made U.S. Bancorp his regional bank pick, though. He sold off his other regional bank holdings, including his stakes in PNC Financial Services Group and M&T Bank, in the fourth quarter of 2020. \nOne possible explanation relates to Buffett's well-known desire to keep his stakes in those banks below 10%, so he can avoid the additional reporting requirements that a higher ownership level would trigger. At the end of the first quarter, Buffett owned about 8.7% of U.S. Bancorp's outstanding shares. So his stock sale may have simply been a move to prepare for the bank's planned share repurchases, which should accelerate later this year. Last quarter's adjustment should maintain Berkshire Hathaway's stake at a level comfortably under the 10% threshold, even after U.S. Bancorp's total share count is reduced. \nOverall, I still feel confident that Buffett plans to stick with U.S. Bancorp, although I will continue to watch his moves in upcoming quarters to see if he further reduces his stake in it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883673694,"gmtCreate":1631240221218,"gmtModify":1676530506105,"author":{"id":"3582168901382887","authorId":"3582168901382887","name":"AnDy8910","avatar":"https://community-static.tradeup.com/news/cd2c816aee075ebf5cd13d3e16bc65d2","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ENDP\">$Endo International PLC(ENDP)$</a>Slow&nbsp;","listText":"<a href=\"https://laohu8.com/S/ENDP\">$Endo International PLC(ENDP)$</a>Slow&nbsp;","text":"$Endo International PLC(ENDP)$Slow","images":[{"img":"https://static.tigerbbs.com/2cad2d5024aca5a46e9cd7045f13def9","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/883673694","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}