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WinSum
2022-08-09
$Lion-OSPL China L S$(YYY.SI)$
Sharing for coins
WinSum
2022-04-27
$牛奶国际控股有限公司(D01.SI)$
For coins
WinSum
2022-04-01
$Lion-OSPL China L S$(YYY.SI)$
holding tight
WinSum
2022-08-25
$CSOP S-REITs INDEX ETF(SRT.SI)$
Sharing for coins
WinSum
2022-04-20
$砂之船房地产投资信托(CRPU.SI)$
For coins
WinSum
2022-08-06
$中国银行(03988)$
Sharing for coins
WinSum
2022-07-16
$CSOP S-REITs INDEX ETF(SRT.SI)$
Sharing for coins
WinSum
2022-04-29
$CSOP S-REITs INDEX ETF(SRT.SI)$
Sharing for coins
WinSum
2021-09-01
No wonder
Lucid Stock is Tanking. The Reason Has Nothing to Do With EV Manufacturing.
WinSum
2021-06-20
Good read
A Stock Market Crash Is Coming: 5 High-Conviction Stocks to Buy Hand Over Fist When It Happens
WinSum
2022-07-13
$腾飞印度信托(CY6U.SI)$
Sharing for coins
WinSum
2022-06-17
$CSOP S-REITs INDEX ETF(SRT.SI)$
Sharing for coins
WinSum
2022-08-07
$莱佛士医疗(BSL.SI)$
Sharing for coins
WinSum
2022-06-10
$CSOP S-REITs INDEX ETF(SRT.SI)$
sharing for coins
WinSum
2022-04-13
$CSOP S-REITs INDEX ETF(SRT.SI)$
For coins
WinSum
2022-04-03
$CSOP S-REITs INDEX ETF(SRT.SI)$
For coins
WinSum
2021-05-22
Good read
5 Winning Stocks and 5 Losing Stocks to Watch Right Now
WinSum
2022-07-24
$腾飞印度信托(CY6U.SI)$
Sharing for coins
WinSum
2021-06-25
$Starbucks(SBUX)$
[Happy]
WinSum
01-21
$Lion-OSPL China L S$(YYY.SI)$
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The Reason Has Nothing to Do With EV Manufacturing.","url":"https://stock-news.laohu8.com/highlight/detail?id=1166477679","media":"Marketwatch","summary":"Investors in Lucid are set to have one of the difficult days that often happen among start-up electr","content":"<p>Investors in Lucid are set to have one of the difficult days that often happen among start-up electric-vehicle companies. The share were down 16% in early trading, while the S&P 500 was up 0.2% and the Dow Jones Industrial Average was flat..</p>\n<p>Life can be tough for investors in these companies.So many things can move the stock price significantly. Many of them have nothing to do with corporate fundamentals.</p>\n<p>The issue Wednesday is the expiration of a stock-selling prohibition for investors inLucid’s PIPE, or private investment in public equity. The PIPE lockup expired Wednesday.</p>\n<p>Lucid became a publicly traded company, and raised more than $4 billion, by merging with a special-purpose acquisition company, or SPAC. PIPEs are a common feature of SPAC mergers. The Lucid PIPE raised about $2.5 billion of the total $4.4 billion the company received.</p>\n<p>The quality of the PIPE investors–they can be large institutions–often improves investors’ perceptions about a SPAC merger. Lucid’s PIPE investors included accounts managed by BlackRock(BLK), Fidelity Management & Research,Franklin Templeton,Neuberger Berman, Wellington Management, and others.</p>\n<p>PIPE investors own about 10% of the stock, based on recent filings. The PIPE stock was sold at about $15 a share, so those investors are sitting on nice gains. Lucid stock was at $16.84 in early trading.</p>\n<p>Anytime a large block of stock becomes available to sell, shares can be weak. Investors, and traders, look to get out ahead of any selling by large shareholders. It can create a situation, where the fear of selling creates actual selling.</p>\n<p>None of the PIPE shareholders have to sell, of course. They simply can sell now. Lucid wasn’t immediately available to comment on the PIPE, investors’ plans, or the lockup expiration.</p>\n<p>Coming into Wednesday, Lucid stock was down about 7% over the past three months. The S&P has gained about 8% over the same span.</p>\n<p>Other EV stocks have been weak too. The semiconductor shortage, which is constraining global auto production, together with a downbeat forecast from General Motors(GM) regarding its second-half 2021earnings, seem to have taken some of the wind out of the sails of the sector.</p>\n<p>Lucid plans to start making and delivering its first EV, the Lucid Air, later in 2021.</p>","source":"market_watch","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>Lucid Stock is Tanking. The Reason Has Nothing to Do With EV Manufacturing.</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\">\nLucid Stock is Tanking. The Reason Has Nothing to Do With EV Manufacturing.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 22:27 GMT+8 <a href=https://www.marketwatch.com/articles/lucid-stock-falls-pipe-sales-lockup-51630504671?mod=newsviewer_click><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in Lucid are set to have one of the difficult days that often happen among start-up electric-vehicle companies. The share were down 16% in early trading, while the S&P 500 was up 0.2% and ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/lucid-stock-falls-pipe-sales-lockup-51630504671?mod=newsviewer_click\">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"},"source_url":"https://www.marketwatch.com/articles/lucid-stock-falls-pipe-sales-lockup-51630504671?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1166477679","content_text":"Investors in Lucid are set to have one of the difficult days that often happen among start-up electric-vehicle companies. The share were down 16% in early trading, while the S&P 500 was up 0.2% and the Dow Jones Industrial Average was flat..\nLife can be tough for investors in these companies.So many things can move the stock price significantly. Many of them have nothing to do with corporate fundamentals.\nThe issue Wednesday is the expiration of a stock-selling prohibition for investors inLucid’s PIPE, or private investment in public equity. The PIPE lockup expired Wednesday.\nLucid became a publicly traded company, and raised more than $4 billion, by merging with a special-purpose acquisition company, or SPAC. PIPEs are a common feature of SPAC mergers. The Lucid PIPE raised about $2.5 billion of the total $4.4 billion the company received.\nThe quality of the PIPE investors–they can be large institutions–often improves investors’ perceptions about a SPAC merger. Lucid’s PIPE investors included accounts managed by BlackRock(BLK), Fidelity Management & Research,Franklin Templeton,Neuberger Berman, Wellington Management, and others.\nPIPE investors own about 10% of the stock, based on recent filings. The PIPE stock was sold at about $15 a share, so those investors are sitting on nice gains. Lucid stock was at $16.84 in early trading.\nAnytime a large block of stock becomes available to sell, shares can be weak. Investors, and traders, look to get out ahead of any selling by large shareholders. It can create a situation, where the fear of selling creates actual selling.\nNone of the PIPE shareholders have to sell, of course. They simply can sell now. Lucid wasn’t immediately available to comment on the PIPE, investors’ plans, or the lockup expiration.\nComing into Wednesday, Lucid stock was down about 7% over the past three months. The S&P has gained about 8% over the same span.\nOther EV stocks have been weak too. The semiconductor shortage, which is constraining global auto production, together with a downbeat forecast from General Motors(GM) regarding its second-half 2021earnings, seem to have taken some of the wind out of the sails of the sector.\nLucid plans to start making and delivering its first EV, the Lucid Air, later in 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164614346,"gmtCreate":1624200279685,"gmtModify":1703830529121,"author":{"id":"3582540923206106","authorId":"3582540923206106","name":"WinSum","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582540923206106","authorIdStr":"3582540923206106"},"themes":[],"htmlText":"Good read ","listText":"Good read ","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/164614346","repostId":"1126454279","repostType":4,"repost":{"id":"1126454279","kind":"news","pubTimestamp":1624151746,"share":"https://ttm.financial/m/news/1126454279?lang=&edition=fundamental","pubTime":"2021-06-20 09:15","market":"us","language":"en","title":"A Stock Market Crash Is Coming: 5 High-Conviction Stocks to Buy Hand Over Fist When It Happens","url":"https://stock-news.laohu8.com/highlight/detail?id=1126454279","media":"fool","summary":"It might be the last thing you want to hear, but it's the truth:A stock market crash is inevitable.\n","content":"<p>It might be the last thing you want to hear, but it's the truth:A stock market crash is inevitable.</p>\n<p>Since the March 23, 2020 bottom, investors have enjoyed a historically strong bounce-back rally -- the widely followed<b>S&P 500</b>(SNPINDEX:^GSPC)has gained an impressive 90%. But both history and valuation metrics unequivocally suggest that a big drop is upcoming for the stock market.</p>\n<p><b>History is pretty clear that trouble lies ahead</b></p>\n<p>For example, there have beenone or two double-digit percentage declineswithin the three years following a bottom in each of the previous eight bear markets prior to the coronavirus crash (i.e., dating back to 1960). Although bull markets tend to last years, rebounds from a bear market are never this smooth. We're nearly 15 months past the March 2020 bear-market bottom in the S&P 500 and have yet to see anything close to a double-digit correction.</p>\n<p>To add to this point, data from market analytics firm Yardeni Research shows that there have been 38 double-digit declines in the S&P 500 over the past 71 years. That's a crash or correction, on average,every 1.87 years. Though the market doesn't adhere to averages, it does give a general sense of when to expect these hiccups.</p>\n<p>On a valuation basis, the S&P 500's Shiller price-to-earnings (P/E) ratio is a waving red flag. The S&P 500's Shiller P/E -- a measure of inflation-adjusted earnings over the previous 10 years -- almost hit 38 earlier this week. That more than doubles its 151-year average, and it's the highest level in nearly two decades. The previous four times the Shiller P/E surpassed and held above 30 during a bull market rally, the indexsubsequently declined by a minimum of 20%.</p>\n<p>Make no mistake about it -- a stock market crash is coming.</p>\n<p>Every crash or correction is an opportunity for patient investors to make money</p>\n<p>However, a crash is no reason to duck and cover. While history may signal trouble ahead, it also tells us that each and every double-digit decline has been a buying opportunity. Eventually, every big drop in the major indexes is erased by a bull-market rally. When the next crash does occur, the following five high-conviction stocks can be confidently bought hand over fist.</p>\n<p><b>CrowdStrike Holdings</b></p>\n<p>Cybersecurity is projected to beone of the safest double-digit growth trendsthis decade. No matter the size of the business or the state of the U.S./global economy, protecting enterprise and consumer data is paramount. This means cloud-based cybersecurity stock<b>CrowdStrike Holdings</b>(NASDAQ:CRWD)can thrive in any environment.</p>\n<p>CrowdStrike's successderives from its cloud-native Falcon security platform. Because it's built in the cloud and relies on artificial intelligence, it's growing smarter at identifying and responding to threats all the time. It's currently overseeing 6 trillion events on a weekly basis, and it's far more cost-effective at protecting data than on-premise solutions.</p>\n<p>We can also look to the company's income statements to see clear-cut evidence that businesses favor CrowdStrike's cybersecurity platform. It's been retaining 98% of its clients, has seen existing clients spend 23% to 47% more on a year-over-year basis for the past 12 quarters, and recently reported that 64% of its customers have purchased at least four cloud module subscriptions. Scaling with its customers is CrowdStrike's ticket to big-time cash flow expansion.</p>\n<p><b>Facebook</b></p>\n<p>Brand-name businesses can make patient investors a fortune, and social media giant<b>Facebook</b>(NASDAQ:FB)is the perfect example.</p>\n<p>When the curtain closed on March, Facebook tallied 2.85 billion monthly active users (MAU) visiting its namesake site and an additional 600 million unique MAUs visiting WhatsApp or Instagram, which it also owns. All told, this equates to44% of the global populationinteracting with its owned sites each month. There's simply no social media platform businesses can go to get their message to a broader (or potentially targeted) audience, which is why Facebook ad-pricing power is so strong.</p>\n<p>But here's the kicker: Facebookhasn't even put the pedal to the metal. Although it's on track to generate more than $100 billion in advertising revenue in 2021, nearly all of these ad sales are coming from its namesake site and Instagram. WhatsApp and Facebook Messenger, which are two of the six most-visited social sites in the world, aren't being meaningfully monetized as of yet. Further, the company's Oculus virtual reality devices are still in the early stage of their growth. Suffice it to say, Facebook offers ample upside as its other operating segments are monetized and mature.</p>\n<p><b>NextEra Energy</b></p>\n<p>Another high-conviction stock to buy hand over fist the next time a crash or steep correction strikes is electric utility stock<b>NextEra Energy</b>(NYSE:NEE).</p>\n<p>Did I put you to sleep when I said \"electric utility stock?\" Electric utilities are traditionally known for their market-topping dividend yields and persistently low growth rates. But this doesn't describe NextEra Energy. NextEra has aggressively invested in renewable energy projects and is leading the country in solar and wind capacity. As a result of these investments, its electric generation costs have declined and its compound annual growth ratehas consistently been in the high single digitsfor more than a decade. It also doesn't hurt that NextEra is front-running any potential green-energy legislation that might come out of Washington.</p>\n<p>In addition to growth rates that are well above the sector average, NextEra still benefits from the predictability of energy demand. For instance, its regulated utilities (i.e., those not powered by renewable energy) require approval from state utility commissions before price hikes can be passed along to households. This might sound like an inconvenience, but it's actually great news. It means NextEra won't be exposed to potentially volatile wholesale pricing.</p>\n<p><b>Visa</b></p>\n<p>When the next stock market crash arrives, payment processing kingpin<b>Visa</b>(NYSE:V)is a winning company to confidently buy hand over fist. It's also another brand-name company thatcan still make its shareholders a fortune.</p>\n<p>Buying into the Visa growth story is a simple numbers game. Visa grows its revenue and profits when consumers and businesses are spending more. This happens when the U.S. and global economy are expanding. Although contractions and recessions are an inevitable part of the economic cycle, they tend to be short-lived. Meanwhile, periods of economic expansion are almost always measured in years. Buying into Visa during these short-lived crashes or corrections should allow long-term investors to be handsomely rewarded by this numbers game.</p>\n<p>The other interesting thing about Visa is thatit's shunned becoming a lender. You'd think that Visa could generate big bucks from interest income and fees by lending during these long-lived periods of expansion. But lending would also expose Visa to the credit delinquencies that arise during recessions. Operating solely as a payment processor means not having to set aside cash to cover delinquencies. It's why Visa rebounds so much faster than most financial stocks following a recession.</p>\n<p><b>Amazon</b></p>\n<p>Lastly (andwho couldn't see this coming?), investors should take any discount they can get during a crash on e-commerce behemoth<b>Amazon</b>(NASDAQ:AMZN).</p>\n<p>Amazon's online marketplace has proved virtually unstoppable for well over a decade. An April 2021 report from eMarketer pegged the company's share of U.S. online sales at 40.4%. That more than quintuples its next-closest competitor and effectively solidifies Amazon as the go-to source for online shopping in the U.S.</p>\n<p>What about those pesky low retail margins, you ask? Amazon has signed up more than 200 million people globally to a Prime membership. The fees collected from Prime members help to offset some of the company's retail-based margin weakness. Prime members are extremely loyal to the Amazon ecosystem and spend far more than non-members, too.</p>\n<p>But it's Amazon's cloud infrastructure segmentthat's the superstar. Amazon Web Services (AWS) brings in around one-eighth of the company's total sales but accounts for well over half its operating income. Since cloud margins are superior to retail and advertising margins, AWS is the company's key to explosive cash flow growth this decade.</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>A Stock Market Crash Is Coming: 5 High-Conviction Stocks to Buy Hand Over Fist When It Happens</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\">\nA Stock Market Crash Is Coming: 5 High-Conviction Stocks to Buy Hand Over Fist When It Happens\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 09:15 GMT+8 <a href=https://www.fool.com/investing/2021/06/19/stock-market-crash-coming-5-high-conviction-stocks/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It might be the last thing you want to hear, but it's the truth:A stock market crash is inevitable.\nSince the March 23, 2020 bottom, investors have enjoyed a historically strong bounce-back rally -- ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/19/stock-market-crash-coming-5-high-conviction-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","AMZN":"亚马逊","NEP":"Nextera Energy Partners","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/06/19/stock-market-crash-coming-5-high-conviction-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126454279","content_text":"It might be the last thing you want to hear, but it's the truth:A stock market crash is inevitable.\nSince the March 23, 2020 bottom, investors have enjoyed a historically strong bounce-back rally -- the widely followedS&P 500(SNPINDEX:^GSPC)has gained an impressive 90%. But both history and valuation metrics unequivocally suggest that a big drop is upcoming for the stock market.\nHistory is pretty clear that trouble lies ahead\nFor example, there have beenone or two double-digit percentage declineswithin the three years following a bottom in each of the previous eight bear markets prior to the coronavirus crash (i.e., dating back to 1960). Although bull markets tend to last years, rebounds from a bear market are never this smooth. We're nearly 15 months past the March 2020 bear-market bottom in the S&P 500 and have yet to see anything close to a double-digit correction.\nTo add to this point, data from market analytics firm Yardeni Research shows that there have been 38 double-digit declines in the S&P 500 over the past 71 years. That's a crash or correction, on average,every 1.87 years. Though the market doesn't adhere to averages, it does give a general sense of when to expect these hiccups.\nOn a valuation basis, the S&P 500's Shiller price-to-earnings (P/E) ratio is a waving red flag. The S&P 500's Shiller P/E -- a measure of inflation-adjusted earnings over the previous 10 years -- almost hit 38 earlier this week. That more than doubles its 151-year average, and it's the highest level in nearly two decades. The previous four times the Shiller P/E surpassed and held above 30 during a bull market rally, the indexsubsequently declined by a minimum of 20%.\nMake no mistake about it -- a stock market crash is coming.\nEvery crash or correction is an opportunity for patient investors to make money\nHowever, a crash is no reason to duck and cover. While history may signal trouble ahead, it also tells us that each and every double-digit decline has been a buying opportunity. Eventually, every big drop in the major indexes is erased by a bull-market rally. When the next crash does occur, the following five high-conviction stocks can be confidently bought hand over fist.\nCrowdStrike Holdings\nCybersecurity is projected to beone of the safest double-digit growth trendsthis decade. No matter the size of the business or the state of the U.S./global economy, protecting enterprise and consumer data is paramount. This means cloud-based cybersecurity stockCrowdStrike Holdings(NASDAQ:CRWD)can thrive in any environment.\nCrowdStrike's successderives from its cloud-native Falcon security platform. Because it's built in the cloud and relies on artificial intelligence, it's growing smarter at identifying and responding to threats all the time. It's currently overseeing 6 trillion events on a weekly basis, and it's far more cost-effective at protecting data than on-premise solutions.\nWe can also look to the company's income statements to see clear-cut evidence that businesses favor CrowdStrike's cybersecurity platform. It's been retaining 98% of its clients, has seen existing clients spend 23% to 47% more on a year-over-year basis for the past 12 quarters, and recently reported that 64% of its customers have purchased at least four cloud module subscriptions. Scaling with its customers is CrowdStrike's ticket to big-time cash flow expansion.\nFacebook\nBrand-name businesses can make patient investors a fortune, and social media giantFacebook(NASDAQ:FB)is the perfect example.\nWhen the curtain closed on March, Facebook tallied 2.85 billion monthly active users (MAU) visiting its namesake site and an additional 600 million unique MAUs visiting WhatsApp or Instagram, which it also owns. All told, this equates to44% of the global populationinteracting with its owned sites each month. There's simply no social media platform businesses can go to get their message to a broader (or potentially targeted) audience, which is why Facebook ad-pricing power is so strong.\nBut here's the kicker: Facebookhasn't even put the pedal to the metal. Although it's on track to generate more than $100 billion in advertising revenue in 2021, nearly all of these ad sales are coming from its namesake site and Instagram. WhatsApp and Facebook Messenger, which are two of the six most-visited social sites in the world, aren't being meaningfully monetized as of yet. Further, the company's Oculus virtual reality devices are still in the early stage of their growth. Suffice it to say, Facebook offers ample upside as its other operating segments are monetized and mature.\nNextEra Energy\nAnother high-conviction stock to buy hand over fist the next time a crash or steep correction strikes is electric utility stockNextEra Energy(NYSE:NEE).\nDid I put you to sleep when I said \"electric utility stock?\" Electric utilities are traditionally known for their market-topping dividend yields and persistently low growth rates. But this doesn't describe NextEra Energy. NextEra has aggressively invested in renewable energy projects and is leading the country in solar and wind capacity. As a result of these investments, its electric generation costs have declined and its compound annual growth ratehas consistently been in the high single digitsfor more than a decade. It also doesn't hurt that NextEra is front-running any potential green-energy legislation that might come out of Washington.\nIn addition to growth rates that are well above the sector average, NextEra still benefits from the predictability of energy demand. For instance, its regulated utilities (i.e., those not powered by renewable energy) require approval from state utility commissions before price hikes can be passed along to households. This might sound like an inconvenience, but it's actually great news. It means NextEra won't be exposed to potentially volatile wholesale pricing.\nVisa\nWhen the next stock market crash arrives, payment processing kingpinVisa(NYSE:V)is a winning company to confidently buy hand over fist. It's also another brand-name company thatcan still make its shareholders a fortune.\nBuying into the Visa growth story is a simple numbers game. Visa grows its revenue and profits when consumers and businesses are spending more. This happens when the U.S. and global economy are expanding. Although contractions and recessions are an inevitable part of the economic cycle, they tend to be short-lived. Meanwhile, periods of economic expansion are almost always measured in years. Buying into Visa during these short-lived crashes or corrections should allow long-term investors to be handsomely rewarded by this numbers game.\nThe other interesting thing about Visa is thatit's shunned becoming a lender. You'd think that Visa could generate big bucks from interest income and fees by lending during these long-lived periods of expansion. But lending would also expose Visa to the credit delinquencies that arise during recessions. Operating solely as a payment processor means not having to set aside cash to cover delinquencies. It's why Visa rebounds so much faster than most financial stocks following a recession.\nAmazon\nLastly (andwho couldn't see this coming?), investors should take any discount they can get during a crash on e-commerce behemothAmazon(NASDAQ:AMZN).\nAmazon's online marketplace has proved virtually unstoppable for well over a decade. An April 2021 report from eMarketer pegged the company's share of U.S. online sales at 40.4%. That more than quintuples its next-closest competitor and effectively solidifies Amazon as the go-to source for online shopping in the U.S.\nWhat about those pesky low retail margins, you ask? Amazon has signed up more than 200 million people globally to a Prime membership. The fees collected from Prime members help to offset some of the company's retail-based margin weakness. Prime members are extremely loyal to the Amazon ecosystem and spend far more than non-members, too.\nBut it's Amazon's cloud infrastructure segmentthat's the superstar. Amazon Web Services (AWS) brings in around one-eighth of the company's total sales but accounts for well over half its operating income. Since cloud margins are superior to retail and advertising margins, AWS is the company's key to explosive cash flow growth this decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078491164,"gmtCreate":1657725142258,"gmtModify":1676536051843,"author":{"id":"3582540923206106","authorId":"3582540923206106","name":"WinSum","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582540923206106","authorIdStr":"3582540923206106"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CY6U.SI\">$腾飞印度信托(CY6U.SI)$</a>Sharing for coins ","listText":"<a href=\"https://ttm.financial/S/CY6U.SI\">$腾飞印度信托(CY6U.SI)$</a>Sharing for coins ","text":"$腾飞印度信托(CY6U.SI)$Sharing for 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INDEX ETF(SRT.SI)$For coins","images":[{"img":"https://community-static.tradeup.com/news/8ca99737a9de6f88be38a9c6079a12bf","width":"750","height":"1771"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080805125","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018106697,"gmtCreate":1648989661627,"gmtModify":1676534432442,"author":{"id":"3582540923206106","authorId":"3582540923206106","name":"WinSum","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582540923206106","authorIdStr":"3582540923206106"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SRT.SI\">$CSOP S-REITs INDEX ETF(SRT.SI)$</a>For coins ","listText":"<a href=\"https://ttm.financial/S/SRT.SI\">$CSOP S-REITs INDEX ETF(SRT.SI)$</a>For coins ","text":"$CSOP S-REITs INDEX ETF(SRT.SI)$For coins","images":[{"img":"https://community-static.tradeup.com/news/94378364e8b8fc01e6ecb59bde718601","width":"750","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018106697","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":133032715,"gmtCreate":1621666626337,"gmtModify":1704361280607,"author":{"id":"3582540923206106","authorId":"3582540923206106","name":"WinSum","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582540923206106","authorIdStr":"3582540923206106"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/133032715","repostId":"1108503848","repostType":4,"repost":{"id":"1108503848","kind":"news","pubTimestamp":1621588268,"share":"https://ttm.financial/m/news/1108503848?lang=&edition=fundamental","pubTime":"2021-05-21 17:11","market":"us","language":"en","title":"5 Winning Stocks and 5 Losing Stocks to Watch Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1108503848","media":"InvestorPlace","summary":"Even the losers from this past week are stocks to watch in the coming months and years\nSource: Shutt","content":"<p>Even the losers from this past week are stocks to watch in the coming months and years</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1b96841fd1fab78d26e207f9b18338\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Shutterstock</span></p>\n<p>Around this time last year, I wrote up a gallery of stocks to watch that had caught investor interest over a week’s worth of trading. In that example, the<b>S&P 500</b>had gained 3.5% over the previous five days of trading.</p>\n<p>As a result, out of my 10 stocks to watch,seven were burning up the track while three were lagging the index.</p>\n<p>Now that we’re in 2021, I thought I would do the same thing.</p>\n<p>Only this time, I’ll find five winners and losers from the past five days of trading who’ve either outperformed or underperformed the index. For this article, I’ll use May 12 through May 18 (five days and a weekend) and limit the companies to stocks with market capitalizations of $10 billion or higher.</p>\n<p>If you’re wondering, the 10 stocks to watch from my article (both good and bad weekly performances) had lights-out returns over the past year.</p>\n<p>Between May 12 and May 18, the S&P 500 had a total return of -0.6%. Based on that, here are my five winning stocks and five losing stocks to watch right now.</p>\n<ul>\n <li><b>NortonLifeLock</b>(NASDAQ:<b><u>NLOK</u></b>)</li>\n <li><b>Occidental Petroleum</b>(NYSE:<b><u>OXY</u></b>)</li>\n <li><b>Ulta Beauty</b>(NASDAQ:<b><u>ULTA</u></b>)</li>\n <li><b>Royal Caribbean</b>(NYSE:<b><u>RCL</u></b>)</li>\n <li><b>Hershey</b>(NYSE:<b><u>HSY</u></b>)</li>\n <li><b>AT&T</b>(NYSE:<b><u>T</u></b>)</li>\n <li><b>Lennar</b>(NYSE:<b><u>LEN</u></b>)</li>\n <li><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)</li>\n <li><b>Chipotle Mexican Grill</b>(NYSE:<b><u>CMG</u></b>)</li>\n <li><b>MSCI</b>(NYSE:<b><u>MSCI</u></b>)</li>\n</ul>\n<p><b>NortonLifeLock (NLOK)</b></p>\n<p><b>Five-day performance:</b>13.5%</p>\n<p>The cybersecurity software and services company got a nice boost on May 12 when BofA analyst Tal Liani upgraded NLOK stock to “buy” from “underperform.” More importantly, the analyst increased its target price by 58%, from $19 to $30. Currently trading below the target, it’s possible future quarterly results could push that higher.</p>\n<p>Liani believes that the consumer market, NortonLifeLock’s bread and butter, provides it with a long runway of growth. The company itself expects 2022 revenue growth of at least 8% and adjusted earnings per share of $1.70, which would be 60% higher year-over-year.</p>\n<p>“Management believes the consumer cybersecurity market is heavily underpenetrated, which leaves room for growing the subscriber base as well,” Liani wrote.“Lastly, international expansion is another key element, with international sales accounting for 30% of revenues, and management outlined a country-by-country strategy to address the remaining potential.”</p>\n<p>NortonLifeLock’s been on a strong run the past five years with an annualized total return of 18.8%. But it looks as though the next five could be equally rewarding for shareholders.</p>\n<p><b>Occidental Petroleum (OXY)</b></p>\n<p><b>Five-day performance:</b>5.6%</p>\n<p><i>Investor’s Business Daily</i> commented in early May that the Occidental corporate jet was spotted in Omaha days before Warren Buffett invested $10 billion in the oil company in 2019.</p>\n<p>At times in the past couple of years, I’m sure Buffett would have preferred the jet go almost anywhere else except Omaha, as the price of oil tanked. As part of his $10 billion preferred-share investment, Buffett got 83.86 million warrants to buy OXY stock at $59.62.</p>\n<p>Starting in 2029, Occidental can redeem the 8% preferreds at a redemption price equal to 105% of the liquidation preference plus any unpaid dividends. The dividends Buffett was paid in 2020 were made in Oxy stock. The Oracle of Omaha sold those shares in August 2020.</p>\n<p>Thanks to a rebound in oil prices, Occidental’s got a total return of almost 72% over the past year, significantly higher than the U.S. markets as a whole. However, as I write this, OXY stock is still trading at less than half Buffett’s exercise price.</p>\n<p>He’s got until one year after Occidental were to redeem its preferred shares. That means at least another nine years to move into the money.</p>\n<p><b>Ulta Beauty (ULTA)</b></p>\n<p><b>Five-day performance:</b>4.7%</p>\n<p>The specialty retailer of cosmetics, skin and hair care products, fragrances, and a provider of beauty salon services, reports its Q1 2021 results on May 27. The 27 analysts who cover ULTA estimate $1.90 per share on the bottom line and $1.63 billion in sales on the top line. Both will be marked improvements from a year ago when Covid-19 stay-at-home orders were kicking in.</p>\n<p>In mid-May, JPMorgan analysts named Ulta to its list of favorite retail stocks. The bank gives ULTA an overweight rating and has it on its Analyst Focus List. Interestingly,<b>Target</b>(NYSE:<b><u>TGT</u></b>) is also a favorite of JPM due to its inventory control and overall strength during the important back-to-school season.</p>\n<p>In November, Ulta announced that it would open 1,000-square-foot shops within Target. They will be staffed by the discount retailer with training from Ulta.</p>\n<p>Both Ulta CEO Mary Dillon and Target CEO Brian Cornell believe the arrangement will help drive traffic to both stores. Two of the best CEOs in retail, this partnership is sure to be a success, making ULTA one of our stocks to watch.</p>\n<p><b>Royal Caribbean (RCL)</b></p>\n<p><b>Five-day performance:</b>4.6%</p>\n<p>It wasn’t just Royal Caribbean that had a good five days of trading. All of the cruise operators did.<b>Carnival</b> (NYSE:<b><u>CCL</u></b>) and <b>Norwegian Cruise Line Holdings</b> (NYSE:<b><u>NCLH</u></b>) were up 8.2% and 5.7%, respectively. I happen to prefer RCL over the other two.</p>\n<p>The cruise operator got excellent news in late April when the Centers for Disease Control and Prevention clarified its position on cruise ships setting sail from American ports of call this summer. Royal Caribbean figures it can restart its U.S. cruise departures in mid-July.</p>\n<p>Considering it lost $1.1 billion in its latest quarter, the news couldn’t have come at a better time. Plus, its balance sheet is currently bolstered by more than $5 billion in cash. As cruise-goers appear to be ready to spend more on cruises than in past years, they should be able to get back to pre-Covid revenues by the end of 2022, perhaps earlier.</p>\n<p>In 2020, while RCL was getting pummeled, I continued to say it was a long-term winner. Up almost double in the past year, RCL should top $100 before the end of 2021.</p>\n<p><b>Hershey (HSY)</b></p>\n<p><b>Five-day performance:</b>2.3%</p>\n<p>I know what you’re thinking. When considering stocks to watch, why include a company that gained a measly 2.3% over the past five days? Especially when there were 46 stocks ($10 billion market cap or higher) with a better return?</p>\n<p>Simple. I like the job CEO Michele Buck has done since taking the top job in March 2017. It’s why I included Hershey on my October 2020 list of companies with top-notch women CEOs. Since that article, HSY stock is up 18% since.</p>\n<p> In late April, Buck said that she expects Halloween to be very strong this coming October as vaccinations make it possible for trick-or-treaters to get out in the evening air to collect their annual haul of candy and chocolate. I, for one, will be loading up this year.</p>\n<p>“Consumers are participating in seasons, they are telling us they’re doing more movie nights at home, they’re making more s’mores at home [and] at the same time, we’re seeing growth in our food service and our own retail businesses, which are away from home,” Buck told<i>CNBC.</i></p>\n<p>As a result, HSY sees higher earnings and sales in 2021 than originally expected. It’s good to know consumers haven’t lost their taste for sweets during the pandemic.</p>\n<p><b>AT&T</b><b>(T)</b></p>\n<p><b>Five-day performance:</b>-8.4%</p>\n<p>Back in July 2018, I wrote about the <i>7 Reasons AT&T Is Going to Blow the Time Warner Merger.</i>At the time, the Department of Justice was trying to block the mega-merger.</p>\n<p>In hindsight, I’m sure long-time shareholders wish the DOJ had been successful in blocking the acquisition. It’s been both a time waster and a serious blow to AT&T’s reputation with dividend investors.</p>\n<p><i>CNBC</i>host Jim Cramer has been very critical of the mistakes made by AT&T.</p>\n<p>“I am not calling it a transformational deal. I am calling it the denouement of a ridiculously stupid deal, the $85 billion acquisition of Time Warner, a deal that closed less than three years ago,” Cramer stated in his<i>Real Money</i>column on May 17, the day AT&T threw in the towel on WarnerMedia.</p>\n<p>The reality is that T paid $85 billion for WarnerMedia. It’s getting $43 billion in cash, debt, and WarnerMedia retains some of the debt. AT&T shareholders will also own 71% of the new business.</p>\n<p>The downside is that AT&T will cut the dividend in half.</p>\n<p>All these dividend chasers are left holding squat and hoping for dear life that the merged entity can deliver at least $42 billion in additional value to get back to square one before the ridiculously stupid merger took place.</p>\n<p>It was one of the dumbest deals of the 21st century.</p>\n<p><b>Lennar (LEN)</b></p>\n<p><b>Five-day performance:</b>-7.9%</p>\n<p>Lennar makes our list of stocks to watch because over the past five days, the homebuilder lost almost 8% of its value. The <b>iShares U.S. Home Construction ETF</b> (BATS:<b><u>ITB</u></b>), which has a Lennar weighting of 12.2%, lost 5.4% over the past five days.</p>\n<p>Let’s call it a cooling-off period. The ITB has an annualized total return of 75.9% over the past year and is up 25.8% year-to-date. Over the past decade, it’s got an annualized total return of 19%, 468 basis points better than its consumer cyclical peers.</p>\n<p>For those who believe there is a housing bubble right around the corner, consider Ben Carlson’s <i>Fortune</i> article from April. It suggests home loans are mostly being made by people with good credit scores and large down payments, the opposite of the subprime meltdown in 2008.</p>\n<p>If you combine this fact with the reality that the housing supply isn’t nearly as abundant as it ought to be, you get the picture of a supply issue rather than one of excess demand.</p>\n<p>Here’s what Lennar Executive Chairman Stuart Miller had to say in its Q1 2021 conference call in March.</p>\n<blockquote>\n So, from a macro perspective, the housing market remains strong. Demand has continued to strengthen as the millennial generation, which had previously postponed its entry into the housing market, has now continued to drive family formation, while at the same time, the supply of new and existing homes remains constrained.\n</blockquote>\n<p>Take advantage of these pullbacks. The housing boom hardly seems ready to end anytime soon.</p>\n<p><b>Tesla (TSLA)</b></p>\n<p><b>Five-day performance:</b>-6.4%</p>\n<p>Innovation costs money. That’s especially true when it comes to the electrification of transportation. It took Tesla 15 years to post its first annual profit after Elon Musk took control of it in 2004.</p>\n<p>After running up huge returns in 2020, Tesla is off almost 27% in the past three months due to many different reasons, including the fact Michael Burry, the man behind the <i>Big Short,</i>has taken a short position using put options on 800,100 shares of TSLA stock.</p>\n<p>And while Musk has gone hot and cold over <b>Bitcoin</b> (CCC:<b><u>BTC-USD</u></b>), Tesla shareholders ought to be more worried about the bureaucratic nightmare happening across the pond in Germany as it tries to get its Berlin Gigafactory built.</p>\n<p>“Although things looked good regarding the Tesla facility up to a few weeks ago, a different reality can lie behind a facade,” says Berlin-based auto analyst Matthias Schmidt.</p>\n<p>The new Berlin airport, which is very close to the Tesla factory, took almost a decade to get regulatory approval from the German authorities. If Tesla takes that long, Musk can forget about becoming the richest person in the world.</p>\n<p>I’m a fan of Musk’s innovative bent, but 2021 could turn out to be one of his most challenging years on record. That makes Tesla one of our stocks to watch.</p>\n<p><b>Chipotle Mexican Grill (CMG)</b></p>\n<p><b>Five-day performance:</b>-4.9%</p>\n<p>A piece of news that probably got lost in the shuffle was Chipotle’s March announcement that it plans to accelerate its expansionin to Canada. Over the next year, it will open eight more locations in Canada, including one Chipotlane, the company’s digital drive-up. The openings will be the first since October 2018.</p>\n<p>As a Canadian, all I can say is, it’s about time.</p>\n<p>“Given the rising popularity of Chipotle’s real food in Canada, we believe there is a massive growth opportunity in this international market,” said Anat Davidzon, Chipotle’s managing director – Canada. “Our team is focused on continuing to find ways to increase access to Chipotle for our Canadian fans.”</p>\n<p>With only 23 Chipotle locations in four Canadian cities at the moment (Toronto, Vancouver, Ottawa and London) there is plenty of room for expansion. Hopefully, they’ll open one in Halifax in the next couple of years.</p>\n<p>In the meantime, Chipotle stock has recovered nicely in recent years. A $5,000 investment three years ago is worth $15,338 today. That’s tasty.</p>\n<p>Keep in mind CMG isn’t cheap at almost 6x sales. However, compared to <b>McDonald’s</b> (NYSE:<b><u>MCD</u></b>) at 8.9x sales, it’s a bargain.</p>\n<p><b>MSCI (MSCI)</b></p>\n<p><b>Five-day performance:</b>-3.8%</p>\n<p>I don’t know if it’s just me and my self-diagnosed dyslexia, but I always seem to get MSCI confused with <b>S&P Global</b> (NYSE:<b><u>SPGI</u></b>). They’re both financial services companies, they both have four-letter stock symbols, and over the past five days of trading, they’re both down a lot more than the index.</p>\n<p>And not to be too easy on me, but both companies have index businesses that generate significant revenue and profits for their shareholders. In the past, I’ve recommended both stocks.</p>\n<p>In May 2020, I recommended MSCI stock as one of seven stocks to buy from the <b>TrimTabs All Cap US Free-Cash Flow ETF</b>(BATS:<b><u>TTAC</u></b>). I picked MSCI because its free cash flow had almost doubled from $360 million in 2017 to $660 million in 2019.</p>\n<p>Well, in the trailing 12 months, it was $863 million, a compound annual growth rate of 31% over the past 3.25 years. Frankly, I don’t think you can go wrong owning either MSCI or SPGI.</p>\n<p>However, over the past five years, the former has doubled the performance of the latter. Take that to the bank.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Winning Stocks and 5 Losing Stocks to Watch Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Winning Stocks and 5 Losing Stocks to Watch Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 17:11 GMT+8 <a href=https://investorplace.com/2021/05/5-winning-losing-stocks-to-watch-right-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even the losers from this past week are stocks to watch in the coming months and years\nSource: Shutterstock\nAround this time last year, I wrote up a gallery of stocks to watch that had caught investor...</p>\n\n<a href=\"https://investorplace.com/2021/05/5-winning-losing-stocks-to-watch-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ULTA":"Ulta美容","TSLA":"特斯拉","OXY":"西方石油","T":"美国电话电报","LEN":"莱纳建筑公司","CMG":"墨式烧烤","RCL":"皇家加勒比邮轮","HSY":"好时","MSCI":"MSCI Inc"},"source_url":"https://investorplace.com/2021/05/5-winning-losing-stocks-to-watch-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108503848","content_text":"Even the losers from this past week are stocks to watch in the coming months and years\nSource: Shutterstock\nAround this time last year, I wrote up a gallery of stocks to watch that had caught investor interest over a week’s worth of trading. In that example, theS&P 500had gained 3.5% over the previous five days of trading.\nAs a result, out of my 10 stocks to watch,seven were burning up the track while three were lagging the index.\nNow that we’re in 2021, I thought I would do the same thing.\nOnly this time, I’ll find five winners and losers from the past five days of trading who’ve either outperformed or underperformed the index. For this article, I’ll use May 12 through May 18 (five days and a weekend) and limit the companies to stocks with market capitalizations of $10 billion or higher.\nIf you’re wondering, the 10 stocks to watch from my article (both good and bad weekly performances) had lights-out returns over the past year.\nBetween May 12 and May 18, the S&P 500 had a total return of -0.6%. Based on that, here are my five winning stocks and five losing stocks to watch right now.\n\nNortonLifeLock(NASDAQ:NLOK)\nOccidental Petroleum(NYSE:OXY)\nUlta Beauty(NASDAQ:ULTA)\nRoyal Caribbean(NYSE:RCL)\nHershey(NYSE:HSY)\nAT&T(NYSE:T)\nLennar(NYSE:LEN)\nTesla(NASDAQ:TSLA)\nChipotle Mexican Grill(NYSE:CMG)\nMSCI(NYSE:MSCI)\n\nNortonLifeLock (NLOK)\nFive-day performance:13.5%\nThe cybersecurity software and services company got a nice boost on May 12 when BofA analyst Tal Liani upgraded NLOK stock to “buy” from “underperform.” More importantly, the analyst increased its target price by 58%, from $19 to $30. Currently trading below the target, it’s possible future quarterly results could push that higher.\nLiani believes that the consumer market, NortonLifeLock’s bread and butter, provides it with a long runway of growth. The company itself expects 2022 revenue growth of at least 8% and adjusted earnings per share of $1.70, which would be 60% higher year-over-year.\n“Management believes the consumer cybersecurity market is heavily underpenetrated, which leaves room for growing the subscriber base as well,” Liani wrote.“Lastly, international expansion is another key element, with international sales accounting for 30% of revenues, and management outlined a country-by-country strategy to address the remaining potential.”\nNortonLifeLock’s been on a strong run the past five years with an annualized total return of 18.8%. But it looks as though the next five could be equally rewarding for shareholders.\nOccidental Petroleum (OXY)\nFive-day performance:5.6%\nInvestor’s Business Daily commented in early May that the Occidental corporate jet was spotted in Omaha days before Warren Buffett invested $10 billion in the oil company in 2019.\nAt times in the past couple of years, I’m sure Buffett would have preferred the jet go almost anywhere else except Omaha, as the price of oil tanked. As part of his $10 billion preferred-share investment, Buffett got 83.86 million warrants to buy OXY stock at $59.62.\nStarting in 2029, Occidental can redeem the 8% preferreds at a redemption price equal to 105% of the liquidation preference plus any unpaid dividends. The dividends Buffett was paid in 2020 were made in Oxy stock. The Oracle of Omaha sold those shares in August 2020.\nThanks to a rebound in oil prices, Occidental’s got a total return of almost 72% over the past year, significantly higher than the U.S. markets as a whole. However, as I write this, OXY stock is still trading at less than half Buffett’s exercise price.\nHe’s got until one year after Occidental were to redeem its preferred shares. That means at least another nine years to move into the money.\nUlta Beauty (ULTA)\nFive-day performance:4.7%\nThe specialty retailer of cosmetics, skin and hair care products, fragrances, and a provider of beauty salon services, reports its Q1 2021 results on May 27. The 27 analysts who cover ULTA estimate $1.90 per share on the bottom line and $1.63 billion in sales on the top line. Both will be marked improvements from a year ago when Covid-19 stay-at-home orders were kicking in.\nIn mid-May, JPMorgan analysts named Ulta to its list of favorite retail stocks. The bank gives ULTA an overweight rating and has it on its Analyst Focus List. Interestingly,Target(NYSE:TGT) is also a favorite of JPM due to its inventory control and overall strength during the important back-to-school season.\nIn November, Ulta announced that it would open 1,000-square-foot shops within Target. They will be staffed by the discount retailer with training from Ulta.\nBoth Ulta CEO Mary Dillon and Target CEO Brian Cornell believe the arrangement will help drive traffic to both stores. Two of the best CEOs in retail, this partnership is sure to be a success, making ULTA one of our stocks to watch.\nRoyal Caribbean (RCL)\nFive-day performance:4.6%\nIt wasn’t just Royal Caribbean that had a good five days of trading. All of the cruise operators did.Carnival (NYSE:CCL) and Norwegian Cruise Line Holdings (NYSE:NCLH) were up 8.2% and 5.7%, respectively. I happen to prefer RCL over the other two.\nThe cruise operator got excellent news in late April when the Centers for Disease Control and Prevention clarified its position on cruise ships setting sail from American ports of call this summer. Royal Caribbean figures it can restart its U.S. cruise departures in mid-July.\nConsidering it lost $1.1 billion in its latest quarter, the news couldn’t have come at a better time. Plus, its balance sheet is currently bolstered by more than $5 billion in cash. As cruise-goers appear to be ready to spend more on cruises than in past years, they should be able to get back to pre-Covid revenues by the end of 2022, perhaps earlier.\nIn 2020, while RCL was getting pummeled, I continued to say it was a long-term winner. Up almost double in the past year, RCL should top $100 before the end of 2021.\nHershey (HSY)\nFive-day performance:2.3%\nI know what you’re thinking. When considering stocks to watch, why include a company that gained a measly 2.3% over the past five days? Especially when there were 46 stocks ($10 billion market cap or higher) with a better return?\nSimple. I like the job CEO Michele Buck has done since taking the top job in March 2017. It’s why I included Hershey on my October 2020 list of companies with top-notch women CEOs. Since that article, HSY stock is up 18% since.\n In late April, Buck said that she expects Halloween to be very strong this coming October as vaccinations make it possible for trick-or-treaters to get out in the evening air to collect their annual haul of candy and chocolate. I, for one, will be loading up this year.\n“Consumers are participating in seasons, they are telling us they’re doing more movie nights at home, they’re making more s’mores at home [and] at the same time, we’re seeing growth in our food service and our own retail businesses, which are away from home,” Buck toldCNBC.\nAs a result, HSY sees higher earnings and sales in 2021 than originally expected. It’s good to know consumers haven’t lost their taste for sweets during the pandemic.\nAT&T(T)\nFive-day performance:-8.4%\nBack in July 2018, I wrote about the 7 Reasons AT&T Is Going to Blow the Time Warner Merger.At the time, the Department of Justice was trying to block the mega-merger.\nIn hindsight, I’m sure long-time shareholders wish the DOJ had been successful in blocking the acquisition. It’s been both a time waster and a serious blow to AT&T’s reputation with dividend investors.\nCNBChost Jim Cramer has been very critical of the mistakes made by AT&T.\n“I am not calling it a transformational deal. I am calling it the denouement of a ridiculously stupid deal, the $85 billion acquisition of Time Warner, a deal that closed less than three years ago,” Cramer stated in hisReal Moneycolumn on May 17, the day AT&T threw in the towel on WarnerMedia.\nThe reality is that T paid $85 billion for WarnerMedia. It’s getting $43 billion in cash, debt, and WarnerMedia retains some of the debt. AT&T shareholders will also own 71% of the new business.\nThe downside is that AT&T will cut the dividend in half.\nAll these dividend chasers are left holding squat and hoping for dear life that the merged entity can deliver at least $42 billion in additional value to get back to square one before the ridiculously stupid merger took place.\nIt was one of the dumbest deals of the 21st century.\nLennar (LEN)\nFive-day performance:-7.9%\nLennar makes our list of stocks to watch because over the past five days, the homebuilder lost almost 8% of its value. The iShares U.S. Home Construction ETF (BATS:ITB), which has a Lennar weighting of 12.2%, lost 5.4% over the past five days.\nLet’s call it a cooling-off period. The ITB has an annualized total return of 75.9% over the past year and is up 25.8% year-to-date. Over the past decade, it’s got an annualized total return of 19%, 468 basis points better than its consumer cyclical peers.\nFor those who believe there is a housing bubble right around the corner, consider Ben Carlson’s Fortune article from April. It suggests home loans are mostly being made by people with good credit scores and large down payments, the opposite of the subprime meltdown in 2008.\nIf you combine this fact with the reality that the housing supply isn’t nearly as abundant as it ought to be, you get the picture of a supply issue rather than one of excess demand.\nHere’s what Lennar Executive Chairman Stuart Miller had to say in its Q1 2021 conference call in March.\n\n So, from a macro perspective, the housing market remains strong. Demand has continued to strengthen as the millennial generation, which had previously postponed its entry into the housing market, has now continued to drive family formation, while at the same time, the supply of new and existing homes remains constrained.\n\nTake advantage of these pullbacks. The housing boom hardly seems ready to end anytime soon.\nTesla (TSLA)\nFive-day performance:-6.4%\nInnovation costs money. That’s especially true when it comes to the electrification of transportation. It took Tesla 15 years to post its first annual profit after Elon Musk took control of it in 2004.\nAfter running up huge returns in 2020, Tesla is off almost 27% in the past three months due to many different reasons, including the fact Michael Burry, the man behind the Big Short,has taken a short position using put options on 800,100 shares of TSLA stock.\nAnd while Musk has gone hot and cold over Bitcoin (CCC:BTC-USD), Tesla shareholders ought to be more worried about the bureaucratic nightmare happening across the pond in Germany as it tries to get its Berlin Gigafactory built.\n“Although things looked good regarding the Tesla facility up to a few weeks ago, a different reality can lie behind a facade,” says Berlin-based auto analyst Matthias Schmidt.\nThe new Berlin airport, which is very close to the Tesla factory, took almost a decade to get regulatory approval from the German authorities. If Tesla takes that long, Musk can forget about becoming the richest person in the world.\nI’m a fan of Musk’s innovative bent, but 2021 could turn out to be one of his most challenging years on record. That makes Tesla one of our stocks to watch.\nChipotle Mexican Grill (CMG)\nFive-day performance:-4.9%\nA piece of news that probably got lost in the shuffle was Chipotle’s March announcement that it plans to accelerate its expansionin to Canada. Over the next year, it will open eight more locations in Canada, including one Chipotlane, the company’s digital drive-up. The openings will be the first since October 2018.\nAs a Canadian, all I can say is, it’s about time.\n“Given the rising popularity of Chipotle’s real food in Canada, we believe there is a massive growth opportunity in this international market,” said Anat Davidzon, Chipotle’s managing director – Canada. “Our team is focused on continuing to find ways to increase access to Chipotle for our Canadian fans.”\nWith only 23 Chipotle locations in four Canadian cities at the moment (Toronto, Vancouver, Ottawa and London) there is plenty of room for expansion. Hopefully, they’ll open one in Halifax in the next couple of years.\nIn the meantime, Chipotle stock has recovered nicely in recent years. A $5,000 investment three years ago is worth $15,338 today. That’s tasty.\nKeep in mind CMG isn’t cheap at almost 6x sales. However, compared to McDonald’s (NYSE:MCD) at 8.9x sales, it’s a bargain.\nMSCI (MSCI)\nFive-day performance:-3.8%\nI don’t know if it’s just me and my self-diagnosed dyslexia, but I always seem to get MSCI confused with S&P Global (NYSE:SPGI). They’re both financial services companies, they both have four-letter stock symbols, and over the past five days of trading, they’re both down a lot more than the index.\nAnd not to be too easy on me, but both companies have index businesses that generate significant revenue and profits for their shareholders. In the past, I’ve recommended both stocks.\nIn May 2020, I recommended MSCI stock as one of seven stocks to buy from the TrimTabs All Cap US Free-Cash Flow ETF(BATS:TTAC). I picked MSCI because its free cash flow had almost doubled from $360 million in 2017 to $660 million in 2019.\nWell, in the trailing 12 months, it was $863 million, a compound annual growth rate of 31% over the past 3.25 years. Frankly, I don’t think you can go wrong owning either MSCI or SPGI.\nHowever, over the past five years, the former has doubled the performance of the latter. 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