OMZ personal page - To The Moon

OMZ

OMZ

No personal profile

503Follow

37Followers

0Topic

0Badge

2022-04-13

Effort//@Humbly:SMIC and other China chip makers should not be dismissed given that China has the will, the money and the talent to make chips which are critical for China to move up the tech ladder while being increasingly restrained by the US. It will take time for China to catch up but I think China will do whatever it takes to overcome the hurdles the US is imposing on the country

The End of One-Chip Wonders: Why Nvidia, Intel and AMD's Valuations Have Experienced Massive Upheaval

2021-05-23

Like like

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

2021-05-03

Help to like and comment thanks

Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week

2021-08-24

Yes

Wall St gains, Nasdaq notches record closing high on full vaccine approval

2021-07-12

Yes

Chase, Delta, Goldman Sachs, PepsiCo, and Other Stocks to Watch This Week

2021-05-19

Oh yes

4 Things to Know Ahead of the Squarespace’s Direct Listing

2021-09-15

Like

U.S. stocks close lower on worries over recovery, corporate tax hikes

2021-09-06

Yes

Beat the market with this quant system that’s very bullish on stocks at record highs

2021-08-11

Like

What stocks and sectors will benefit from the infrastructure bill?

2021-06-16

Yes

It’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks

2021-06-03

Comment comment

What You Should Know About Upstart Holdings' Valuation

2021-06-02

Like and comment

30 Top Stock Picks That Billionaires Love

2021-05-07

He if got

Amazon: The Most Clearly Undervalued Company

2021-05-06

Please like

Is Ethereum Classic's Outpacing Of Bitcoin, Ethereum, Dogecoin Gains All About Being 'Cheaper?'

2022-01-02

Yes

If I Could Buy Only 1 Stock in 2022, This Would Be It

2021-08-16

Yes

Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week

2021-08-10

Yes

20 stocks for maximum growth as the world switches to clean energy

2021-07-04

Like

Can Biden really protect Americans from the next crippling cyber attack?

2021-06-10

Please help comment

U.S. stocks end lower ahead of inflation report

2021-06-05

Yes yes

Can Alibaba Stock Hit $500? If You Got Time, Yes

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3582775098103345","uuid":"3582775098103345","gmtCreate":1619681847904,"gmtModify":1619687046954,"name":"OMZ","pinyin":"omz","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":37,"headSize":503,"tweetSize":287,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 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":"2021.12.29","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},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.41%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"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":190398060576816,"gmtCreate":1687509602823,"gmtModify":1687509606077,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Lets go Play this game lets go&nbsp;","listText":"Lets go Play this game lets go&nbsp;","text":"Lets go Play this game lets go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190398060576816","repostId":"9970552986","repostType":1,"repost":{"id":9970552986,"gmtCreate":1684749089245,"gmtModify":1686052573124,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Light up your investing with Tiger, play and win prizes worth up to USD 999","htmlText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","listText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","text":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&Cs apply.👉 Click here to start play","images":[{"img":"https://community-static.tradeup.com/news/0b6e3d13593eac0f4cc3fdb8b6bf8056","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970552986","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190398093791456,"gmtCreate":1687509581268,"gmtModify":1687509584908,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Lets go play this game lets go","listText":"Lets go play this game lets go","text":"Lets go play this game lets go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190398093791456","repostId":"9970552986","repostType":1,"repost":{"id":9970552986,"gmtCreate":1684749089245,"gmtModify":1686052573124,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Light up your investing with Tiger, play and win prizes worth up to USD 999","htmlText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","listText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","text":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&Cs apply.👉 Click here to start play","images":[{"img":"https://community-static.tradeup.com/news/0b6e3d13593eac0f4cc3fdb8b6bf8056","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970552986","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945681619,"gmtCreate":1681452371132,"gmtModify":1681452374463,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes yes yes gooooooooo","listText":"Yes yes yes gooooooooo","text":"Yes yes yes gooooooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945681619","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942483404,"gmtCreate":1681276139609,"gmtModify":1681276143406,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yesyes gogof c c f f r d s s f. G e saksjdjdj","listText":"Yesyes gogof c c f f r d s s f. G e saksjdjdj","text":"Yesyes gogof c c f f r d s s f. G e saksjdjdj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942483404","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942846965,"gmtCreate":1681192594658,"gmtModify":1681192598789,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes yes yes yes go gogofofofofif","listText":"Yes yes yes yes go gogofofofofif","text":"Yes yes yes yes go gogofofofofif","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942846965","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942314763,"gmtCreate":1681134528252,"gmtModify":1681134532282,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yws gogogogogogigigif pkay","listText":"Yws gogogogogogigigif pkay","text":"Yws gogogogogogigigif pkay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942314763","isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942314442,"gmtCreate":1681134514687,"gmtModify":1681134517611,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Lets play plag play play play play play&nbsp;","listText":"Lets play plag play play play play play&nbsp;","text":"Lets play plag play play play play play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942314442","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949783870,"gmtCreate":1678891427190,"gmtModify":1678891431926,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes yes gogogog","listText":"Yes yes gogogog","text":"Yes yes gogogog","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949783870","repostId":"9949714190","repostType":1,"repost":{"id":9949714190,"gmtCreate":1678890345810,"gmtModify":1678890745254,"author":{"id":"3479274819487659","authorId":"3479274819487659","name":"The Finance Hydra","avatar":"https://community-static.tradeup.com/news/a242a9be28de8ea5e320d9cee36651ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274819487659","authorIdStr":"3479274819487659"},"themes":[],"htmlText":"\n \n \n  TESLA Stock Started its “Dead Cat Bounce”.\n \n","listText":"TESLA Stock Started its “Dead Cat Bounce”.","text":"TESLA Stock Started its “Dead Cat Bounce”.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949714190","isVote":1,"tweetType":2,"object":{"id":"ea523ffbb20c4c7494ec25fdba4ce28b","tweetId":"9949714190","title":"TESLA Stock Started its “Dead Cat Bounce”.","videoUrl":"http://v.tigerbbs.com/1678890339698417f2029055c7bb9e06be1e2f67fb386.mp4","poster":"https://static.tigerbbs.com/bb2e5a01f9a5215d1af1e452f14ebbb4","shareLink":"http://v.tigerbbs.com/1678890339698417f2029055c7bb9e06be1e2f67fb386.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940960410,"gmtCreate":1677651189831,"gmtModify":1677651193002,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Oh yes lets fo it","listText":"Oh yes lets fo it","text":"Oh yes lets fo it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940960410","repostId":"9940987201","repostType":1,"repost":{"id":9940987201,"gmtCreate":1677650692803,"gmtModify":1677650697764,"author":{"id":"3479274689532367","authorId":"3479274689532367","name":"wimpy","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274689532367","authorIdStr":"3479274689532367"},"themes":[],"title":"What a promising thing it is","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> <v-v data-views=\"1\"></v-v>NIO longs know what they own. Were not looking for fast dimes we want the BIG dollars, this company is worth, The SP does not reflect the value, Its a disconnect. So I dont give a rats nut what a chart says I care what that business would cost to compete with. NIO would cost you $120 Billion and eight years. NIO is the real deal, a dominator.Price has been artificially suppressed for wayyyyyyyyy too long.","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> <v-v data-views=\"1\"></v-v>NIO longs know what they own. Were not looking for fast dimes we want the BIG dollars, this company is worth, The SP does not reflect the value, Its a disconnect. So I dont give a rats nut what a chart says I care what that business would cost to compete with. NIO would cost you $120 Billion and eight years. NIO is the real deal, a dominator.Price has been artificially suppressed for wayyyyyyyyy too long.","text":"$NIO Inc.(NIO)$ NIO longs know what they own. Were not looking for fast dimes we want the BIG dollars, this company is worth, The SP does not reflect the value, Its a disconnect. So I dont give a rats nut what a chart says I care what that business would cost to compete with. NIO would cost you $120 Billion and eight years. NIO is the real deal, a dominator.Price has been artificially suppressed for wayyyyyyyyy too long.","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940987201","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957816100,"gmtCreate":1677154426801,"gmtModify":1677154430407,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Lets gogogogog earn some coins&nbsp;","listText":"Lets gogogogog earn some coins&nbsp;","text":"Lets gogogogog earn some coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957816100","isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957813038,"gmtCreate":1677151416825,"gmtModify":1677151419884,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yesssss","listText":"Yesssss","text":"Yesssss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957813038","repostId":"9957819142","repostType":1,"repost":{"id":9957819142,"gmtCreate":1677150622687,"gmtModify":1677151069865,"author":{"id":"10000000000010725","authorId":"10000000000010725","name":"SpicyTrade","avatar":"https://community-static.tradeup.com/news/8625e39315faf7fe99c5d50b5dab2fe6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010725","authorIdStr":"10000000000010725"},"themes":[],"htmlText":"\n \n \n  F ( $F ) stock analysisWelcome to F ( $F ) stock analysis Date :February 22, 2023 Please note: All stock analysis posted here is for information and ...From Youtube: https://www.youtube.com/watch?v=JLikdt5wfhw\n \n","listText":"F ( $F ) stock analysisWelcome to F ( $F ) stock analysis Date :February 22, 2023 Please note: All stock analysis posted here is for information and ...From Youtube: https://www.youtube.com/watch?v=JLikdt5wfhw","text":"F ( $F ) stock analysisWelcome to F ( $F ) stock analysis Date :February 22, 2023 Please note: All stock analysis posted here is for information and ...From Youtube: https://www.youtube.com/watch?v=JLikdt5wfhw","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957819142","isVote":1,"tweetType":2,"object":{"id":"cf332b6a611d499cb506eb8024af1daa","tweetId":"9957819142","title":"F ( $F ) stock analysis","videoUrl":"http://v.tigerbbs.com/1677150617736492d9f9f1052fbf56c80d8d022f6b12e.mp4","poster":"https://static.tigerbbs.com/387f2112cfc411bef4507ca232e2a004","shareLink":"http://v.tigerbbs.com/1677150617736492d9f9f1052fbf56c80d8d022f6b12e.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957093185,"gmtCreate":1676707503348,"gmtModify":1676707507564,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yessss","listText":"Yessss","text":"Yessss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957093185","repostId":"9957006723","repostType":1,"repost":{"id":9957006723,"gmtCreate":1676698221763,"gmtModify":1676707014857,"author":{"id":"10000000000010725","authorId":"10000000000010725","name":"SpicyTrade","avatar":"https://community-static.tradeup.com/news/8625e39315faf7fe99c5d50b5dab2fe6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010725","authorIdStr":"10000000000010725"},"themes":[],"htmlText":"\n \n \n  Nasdaq #futures NQ=F ( $NQ=F ) stock analysis\n \n","listText":"Nasdaq #futures NQ=F ( $NQ=F ) stock analysis","text":"Nasdaq #futures NQ=F ( $NQ=F ) stock analysis","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957006723","isVote":1,"tweetType":2,"object":{"id":"8ceced6b1e7a4c3890a4f38c69ed0026","tweetId":"9957006723","title":"Nasdaq #futures  NQ=F ( $NQ=F ) stock analysis","videoUrl":"http://v.tigerbbs.com/1676698216080c1a00bec8362b200605edaa54ced94ec.mp4","poster":"https://static.tigerbbs.com/eb7c5c8cdcdceff94d313256b373ffb2","shareLink":"http://v.tigerbbs.com/1676698216080c1a00bec8362b200605edaa54ced94ec.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958900582,"gmtCreate":1673601138446,"gmtModify":1676538862761,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes go gogogog gogogogogogogog","listText":"Yes go gogogog gogogogogogogog","text":"Yes go gogogog gogogogogogogog","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958900582","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953313715,"gmtCreate":1673153585937,"gmtModify":1676538793145,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes yes","listText":"Yes yes","text":"Yes yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953313715","isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959276358,"gmtCreate":1673014595375,"gmtModify":1676538769770,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes go","listText":"Yes go","text":"Yes go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959276358","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959378958,"gmtCreate":1672918118274,"gmtModify":1676538757781,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes yes&nbsp;","listText":"Yes yes&nbsp;","text":"Yes yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959378958","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950618178,"gmtCreate":1672743755795,"gmtModify":1676538729182,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes go","listText":"Yes go","text":"Yes go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950618178","isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950848223,"gmtCreate":1672728132562,"gmtModify":1676538726793,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yese","listText":"Yese","text":"Yese","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950848223","repostId":"9950843117","repostType":1,"repost":{"id":9950843117,"gmtCreate":1672727530539,"gmtModify":1676538726719,"author":{"id":"3479274786048707","authorId":"3479274786048707","name":"YTGIRL","avatar":"https://static.tigerbbs.com/075bc3e15bde527a282c42a96ff35a51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274786048707","authorIdStr":"3479274786048707"},"themes":[],"htmlText":"Last thought for the night, Mortgages are gonna go up like crazy in 2023. Charts simply point to it. If that's the case, what households make average 15-20$ for poor families per parent and majority of households are single-parent households. With rising prices in food, utilities/energy, and interest rates that will peak up until the end of 2023 while lumber prices fall and mortgage interest rates increasing.<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>","listText":"Last thought for the night, Mortgages are gonna go up like crazy in 2023. Charts simply point to it. If that's the case, what households make average 15-20$ for poor families per parent and majority of households are single-parent households. With rising prices in food, utilities/energy, and interest rates that will peak up until the end of 2023 while lumber prices fall and mortgage interest rates increasing.<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>","text":"Last thought for the night, Mortgages are gonna go up like crazy in 2023. Charts simply point to it. If that's the case, what households make average 15-20$ for poor families per parent and majority of households are single-parent households. With rising prices in food, utilities/energy, and interest rates that will peak up until the end of 2023 while lumber prices fall and mortgage interest rates increasing.$SoFi Technologies Inc.(SOFI)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950843117","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950848679,"gmtCreate":1672728121991,"gmtModify":1676538726793,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950848679","repostId":"9950843117","repostType":1,"repost":{"id":9950843117,"gmtCreate":1672727530539,"gmtModify":1676538726719,"author":{"id":"3479274786048707","authorId":"3479274786048707","name":"YTGIRL","avatar":"https://static.tigerbbs.com/075bc3e15bde527a282c42a96ff35a51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274786048707","authorIdStr":"3479274786048707"},"themes":[],"htmlText":"Last thought for the night, Mortgages are gonna go up like crazy in 2023. Charts simply point to it. If that's the case, what households make average 15-20$ for poor families per parent and majority of households are single-parent households. With rising prices in food, utilities/energy, and interest rates that will peak up until the end of 2023 while lumber prices fall and mortgage interest rates increasing.<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>","listText":"Last thought for the night, Mortgages are gonna go up like crazy in 2023. Charts simply point to it. If that's the case, what households make average 15-20$ for poor families per parent and majority of households are single-parent households. With rising prices in food, utilities/energy, and interest rates that will peak up until the end of 2023 while lumber prices fall and mortgage interest rates increasing.<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>","text":"Last thought for the night, Mortgages are gonna go up like crazy in 2023. Charts simply point to it. If that's the case, what households make average 15-20$ for poor families per parent and majority of households are single-parent households. With rising prices in food, utilities/energy, and interest rates that will peak up until the end of 2023 while lumber prices fall and mortgage interest rates increasing.$SoFi Technologies Inc.(SOFI)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950843117","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950927628,"gmtCreate":1672649098264,"gmtModify":1676538715758,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes go","listText":"Yes go","text":"Yes go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950927628","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9080983735,"gmtCreate":1649831077496,"gmtModify":1676534586100,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Effort//<a href=\"https://ttm.financial/U/4093410373855950\">@Humbly</a>:SMIC and other China chip makers&nbsp;should not be dismissed given that China has the will, the money and the talent to make chips which are critical for China to move up the tech ladder while being increasingly restrained by the US. It will take time for China to catch up but I think China will do whatever it takes to overcome the hurdles the US is imposing on the country&nbsp;","listText":"Effort//<a href=\"https://ttm.financial/U/4093410373855950\">@Humbly</a>:SMIC and other China chip makers&nbsp;should not be dismissed given that China has the will, the money and the talent to make chips which are critical for China to move up the tech ladder while being increasingly restrained by the US. It will take time for China to catch up but I think China will do whatever it takes to overcome the hurdles the US is imposing on the country&nbsp;","text":"Effort//@Humbly:SMIC and other China chip makers should not be dismissed given that China has the will, the money and the talent to make chips which are critical for China to move up the tech ladder while being increasingly restrained by the US. It will take time for China to catch up but I think China will do whatever it takes to overcome the hurdles the US is imposing on the country","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080983735","repostId":"2227615496","repostType":4,"repost":{"id":"2227615496","pubTimestamp":1649808346,"share":"https://ttm.financial/m/news/2227615496?lang=&edition=fundamental","pubTime":"2022-04-13 08:05","market":"us","language":"en","title":"The End of One-Chip Wonders: Why Nvidia, Intel and AMD's Valuations Have Experienced Massive Upheaval","url":"https://stock-news.laohu8.com/highlight/detail?id=2227615496","media":"MarketWatch","summary":"Five years ago, Intel was worth as much as Nvidia and AMD combined; now, Nvidia is worth as much as ","content":"<html><head></head><body><p>Five years ago, Intel was worth as much as Nvidia and AMD combined; now, Nvidia is worth as much as the other two as Taiwan Semi also surges, reflecting a massive change in the semiconductor industry in the past decade</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25a9e27fc7b98db4093e747d874caf3c\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>MarketWatch photo illustration/iStockphoto</span></p><p>It wasn&#39;t too long ago that Intel Corp. was the unquestioned king of U.S. chip makers and the largest semiconductor company by market capitalization. It&#39;s also not long since most computing was done with a PC.</p><p>Since then, a host of changes have occurred in how people interact with technology, and other companies have specialized in taking advantage of those changes, causing Intel to fall behind. While the company was worth as much as rivals Advanced Micro Devices Inc. and Nvidia Corp. combined five years ago, Nvidia is now worth as much as the other two combined, a massive sea change in semiconductor valuations that mirrors the change in the industry itself.</p><p>For instance, Qualcomm Inc. rose to prominence with the rise of cellphones and then later with Blackberries, Apple Inc.&#39;s iPhones, and mobile devices in general. AMD took Intel head-on in the mid-2000s and gained a quarter of the market for central processing units, or CPUs -- Intel&#39;s bread and butter -- only to retreat and then make a similar move in servers in recent years. Nvidia&#39;s graphics-processing units, or GPUs, once known for just making videogames prettier, have taken to powering cloud-computing data centers after their utility in machine learning was discovered. Taiwan Semiconductor Manufacturing Co. (2330.TW), or TSMC, grew to become the largest cutting-edge foundry for chip makers whose architectures surpassed Intel&#39;s over the past few years.</p><p>Of the 30 companies tracked by the PHLX Semiconductor Index , Intel enjoyed the largest market capitalization for decades, but in the past few years that lead has disappeared; it is now the fifth largest, with other companies vying to push it farther down the list. Intel has learned the hard way that with all these competitors in an evolving landscape, it too needs to evolve, a plan that new Chief Executive Pat Gelsinger seems to be undertaking.</p><p><img src=\"https://static.tigerbbs.com/4085aa984ce45a6ac5558b921f6e42bc\" tg-width=\"700\" tg-height=\"471\" referrerpolicy=\"no-referrer\"/></p><p><b>How Nvidia blew past Intel</b></p><p>One way to see how the chip industry reached this point is to look at the current heavyweight, the most valuable semiconductor company on the SOX index -- Nvidia, with a market cap of about $580 billion. Nvidia has succeeded in two related areas of the fastest-growing chip segment: the data center, where the growth of cloud-computing services from the likes of Amazon.com Inc., Microsoft Corp., and Alphabet Inc.&#39;s Google have required ever more performance using less electricity, and artificial-intelligence capabilities.</p><p>First, Nvidia showed that GPUs could help to increase the ability of data centers, which have long been run with CPUs. While CPUs work quickly through tasks that require user or system interaction, GPUs can break complex problems into millions of separate tasks to work them out at once, in so-called parallel processing.</p><p>Then, Nvidia tried to corner the market on Arm-based processors with its $40 billion bid to acquire Arm Holdings Ltd., which eventually was withdrawn amid regulatory pressure. Arm uses an architecture that is different from the once-standard x86 one built by Intel in the early days of computing. While not being able to run Arm outright, Nvidia has a 20-year license with the company.</p><p>&#34;One of the things I think that a lot of people don&#39;t appreciate when they get down on Intel is the breadth of products that Intel has to build to be successful: It&#39;s huge,&#34; Maribel Lopez, principal analyst at Lopez Research told MarketWatch. &#34;For example, no one&#39;s looking at Qualcomm saying they expect them to unseat Nvidia GPUs in the data center.&#34;</p><p>&#34;Meanwhile, you got someone like Nvidia saying &#39;I got to build some CPUs to go with my GPUs in the data center&#39;,&#34; Lopez said. &#34;It&#39;s the whole recognition that if you want to compete in the larger landscape, you have got to make acquisitions &#34;</p><p>Then, there&#39;s another area where Intel has a long way to go to catch up to Nvidia: Software. Nvidia over the years has developed an entrenched software ecosystem in which to run their chips, prompting some analysts to compare it with software companies.</p><p>Analysts say Nvidia is far ahead of Intel and others in software, but Intel is trying to catch up. Intel recently announced it was acquiring Israel-based Granulate Cloud Solutions Ltd. for an undisclosed sum, although TechCrunch reported the deal was worth around $650 million, citing &#34;well-placed,&#34; unidentified sources. Granulate develops cloud-optimization software that helps boost performance in existing hardware.</p><p>That tracks with Intel&#39;s rationale behind the shedding of its nanometer-based naming convention back in July, as executives wanted to begin taking into account a chip&#39;s &#34;performance per watt&#34; as a measure rather than just how many transistors it could fit in a given space.</p><p>And it&#39;s not just Intel. Recently, both AMD and Qualcomm announced moves that will broaden their reach into software. AMD said it was acquiring the widely used data-center services platform Pensando for nearly $2 billion, coincidently just shy of the $2.24 billion the company&#39;s enterprise, embedded and semi-custom chips business (i.e. data-center and gaming console unit) took in during the holiday quarter.</p><p>Qualcomm, on the other hand, said it closed on its deal to acquire a full stake in Arriver, the driving-automation software company it helped build with Veoneer Inc., from SSW Partners following a joint acquisition where Qualcomm and SSW Partners bought Veoneer for $4.5 billion Qualcomm plans to use Arriver to build out a fully-automated driving stack for its Snapdragon Ride platform.</p><p>Chip maker Broadcom Ltd. was comparatively early in broadening its software holdings through acquisitions like Symantec&#39;s enterprise security business, CA Inc. back in 2018, and Brocade Communications Systems Inc. for $5.5 billion in late 2017. Those acquisitions once left analysts puzzled, but as of the last reported quarter, Broadcom derived about one quarter of its $7.71 billion in quarterly revenue from software sales.</p><p>Currently, the company seeking to dethrone Intel from the No. 5 position is AMD, which passed Intel in market cap at times in recent weeks, a dynamic few who tracked the industry a decade ago would have believed at the time. For years, AMD has lived in the shadow of Intel, referred to as the &#34;smaller&#34; rival in the data-center and PC chip market with respect to market capitalization, but that&#39;s no longer the case as the two companies jockey for position.</p><p>The gap between the companies narrowed considerably after AMD closed its $35 billion stock deal to acquire chip maker Xilinx Inc., which sent AMD&#39;s valuation higher than Intel&#39;s for the first time. The boost in AMD&#39;s share count gave the company a market cap of $197.63 billion at the close of market Feb. 15, when shares finished at $121.47, compared with Intel&#39;s close at $48.44 for a market cap of $197.25 billion, a difference of about $380 million.</p><p>Since then, the lead has flipped back and forth several times, with AMD gaining its widest lead so far at about $6.2 billion on Feb. 28. With a recent decline in AMD&#39;s share price, though, Intel leads by about $34 billion now.</p><p><img src=\"https://static.tigerbbs.com/144249173eca51b6ad49491f19244463\" tg-width=\"700\" tg-height=\"471\" referrerpolicy=\"no-referrer\"/></p><p><b>One fab to rule them all</b></p><p>While chip makers seek to diversify to compete, there&#39;s one factor in the background where a virtual monopoly exists, and that&#39;s in where the silicon transistors are made. No matter how diversified an individual chip maker is, that diversification matters little if you don&#39;t have the manufacturing capacity for the silicon, and that makes the industry beholden to TSMC, Raymond James analyst Chris Caso told MarketWatch.</p><p>&#34;There is virtually no piece of electronics that doesn&#39;t have substantial content from TSMC and comes out of Taiwan,&#34; Caso said. &#34;TSMC touches everything.&#34;</p><p>TSMC owns fabrication facilities, or fabs, where the actual silicon wafers are made, for chip makers. Fabs are a huge capital investment, often taking two to three years to build because of their complexity.</p><p>TSMC first surpassed Intel in market cap in March 2017, then spent the next three years jockeying back and forth before stepping on the gas in June 2020, nearly two months before Intel announced that its next generation of chips would be delayed. Right before that, Nvidia started jockeying with Intel and similarly pulled away following the delay announcement.</p><p>Even though Samsung Electronics Co. and GlobalFoundries Inc. also offer third-party foundry services, Samsung, while it has leading-edge capacity, is smaller in the foundry space than TSMC and is &#34;more selective with what they do,&#34; and GlobalFoundries caters to those chip makers who produce lagging-edge -- but still necessary -- technology, Caso said.</p><p>Even Intel, which prides itself on having its own foundries and is seeking to move into TSMC&#39;s market by offering third-party fab services, relies on TSMC for some of its cutting-edge products that require a greater transistor density. That reliance was laid bare when the company, in its July 2020 delay announcement, said a &#34;defect mode&#34; in its manufacturing process was the root cause for the delay, and that its contingency plan would be using &#34;somebody else&#39;s foundry,&#34; widely considered to be TSMC.</p><p>&#34;It&#39;s more of an industrywide problem, which is if something happens to TSMC&#39;s ability to produce inside of Taiwan, then pretty much the whole semiconductor industry, and the whole electronics industry, and frankly, the whole world economy have some big issues,&#34; Caso said.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The End of One-Chip Wonders: Why Nvidia, Intel and AMD's Valuations Have Experienced Massive Upheaval</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe End of One-Chip Wonders: Why Nvidia, Intel and AMD's Valuations Have Experienced Massive Upheaval\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-end-of-one-chip-wonders-why-nvidia-intel-and-amds-valuations-have-experienced-massive-upheaval-11649786169?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Five years ago, Intel was worth as much as Nvidia and AMD combined; now, Nvidia is worth as much as the other two as Taiwan Semi also surges, reflecting a massive change in the semiconductor industry ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-end-of-one-chip-wonders-why-nvidia-intel-and-amds-valuations-have-experienced-massive-upheaval-11649786169?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4573":"虚拟现实","GFS":"GLOBALFOUNDRIES Inc.","BK4581":"高盛持仓","BK4512":"苹果概念","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","AMD":"美国超微公司","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","INTC":"英特尔","NVDA":"英伟达","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","TSM":"台积电","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","BK4535":"淡马锡持仓","BK4543":"AI","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓"},"source_url":"https://www.marketwatch.com/story/the-end-of-one-chip-wonders-why-nvidia-intel-and-amds-valuations-have-experienced-massive-upheaval-11649786169?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227615496","content_text":"Five years ago, Intel was worth as much as Nvidia and AMD combined; now, Nvidia is worth as much as the other two as Taiwan Semi also surges, reflecting a massive change in the semiconductor industry in the past decadeMarketWatch photo illustration/iStockphotoIt wasn't too long ago that Intel Corp. was the unquestioned king of U.S. chip makers and the largest semiconductor company by market capitalization. It's also not long since most computing was done with a PC.Since then, a host of changes have occurred in how people interact with technology, and other companies have specialized in taking advantage of those changes, causing Intel to fall behind. While the company was worth as much as rivals Advanced Micro Devices Inc. and Nvidia Corp. combined five years ago, Nvidia is now worth as much as the other two combined, a massive sea change in semiconductor valuations that mirrors the change in the industry itself.For instance, Qualcomm Inc. rose to prominence with the rise of cellphones and then later with Blackberries, Apple Inc.'s iPhones, and mobile devices in general. AMD took Intel head-on in the mid-2000s and gained a quarter of the market for central processing units, or CPUs -- Intel's bread and butter -- only to retreat and then make a similar move in servers in recent years. Nvidia's graphics-processing units, or GPUs, once known for just making videogames prettier, have taken to powering cloud-computing data centers after their utility in machine learning was discovered. Taiwan Semiconductor Manufacturing Co. (2330.TW), or TSMC, grew to become the largest cutting-edge foundry for chip makers whose architectures surpassed Intel's over the past few years.Of the 30 companies tracked by the PHLX Semiconductor Index , Intel enjoyed the largest market capitalization for decades, but in the past few years that lead has disappeared; it is now the fifth largest, with other companies vying to push it farther down the list. Intel has learned the hard way that with all these competitors in an evolving landscape, it too needs to evolve, a plan that new Chief Executive Pat Gelsinger seems to be undertaking.How Nvidia blew past IntelOne way to see how the chip industry reached this point is to look at the current heavyweight, the most valuable semiconductor company on the SOX index -- Nvidia, with a market cap of about $580 billion. Nvidia has succeeded in two related areas of the fastest-growing chip segment: the data center, where the growth of cloud-computing services from the likes of Amazon.com Inc., Microsoft Corp., and Alphabet Inc.'s Google have required ever more performance using less electricity, and artificial-intelligence capabilities.First, Nvidia showed that GPUs could help to increase the ability of data centers, which have long been run with CPUs. While CPUs work quickly through tasks that require user or system interaction, GPUs can break complex problems into millions of separate tasks to work them out at once, in so-called parallel processing.Then, Nvidia tried to corner the market on Arm-based processors with its $40 billion bid to acquire Arm Holdings Ltd., which eventually was withdrawn amid regulatory pressure. Arm uses an architecture that is different from the once-standard x86 one built by Intel in the early days of computing. While not being able to run Arm outright, Nvidia has a 20-year license with the company.\"One of the things I think that a lot of people don't appreciate when they get down on Intel is the breadth of products that Intel has to build to be successful: It's huge,\" Maribel Lopez, principal analyst at Lopez Research told MarketWatch. \"For example, no one's looking at Qualcomm saying they expect them to unseat Nvidia GPUs in the data center.\"\"Meanwhile, you got someone like Nvidia saying 'I got to build some CPUs to go with my GPUs in the data center',\" Lopez said. \"It's the whole recognition that if you want to compete in the larger landscape, you have got to make acquisitions \"Then, there's another area where Intel has a long way to go to catch up to Nvidia: Software. Nvidia over the years has developed an entrenched software ecosystem in which to run their chips, prompting some analysts to compare it with software companies.Analysts say Nvidia is far ahead of Intel and others in software, but Intel is trying to catch up. Intel recently announced it was acquiring Israel-based Granulate Cloud Solutions Ltd. for an undisclosed sum, although TechCrunch reported the deal was worth around $650 million, citing \"well-placed,\" unidentified sources. Granulate develops cloud-optimization software that helps boost performance in existing hardware.That tracks with Intel's rationale behind the shedding of its nanometer-based naming convention back in July, as executives wanted to begin taking into account a chip's \"performance per watt\" as a measure rather than just how many transistors it could fit in a given space.And it's not just Intel. Recently, both AMD and Qualcomm announced moves that will broaden their reach into software. AMD said it was acquiring the widely used data-center services platform Pensando for nearly $2 billion, coincidently just shy of the $2.24 billion the company's enterprise, embedded and semi-custom chips business (i.e. data-center and gaming console unit) took in during the holiday quarter.Qualcomm, on the other hand, said it closed on its deal to acquire a full stake in Arriver, the driving-automation software company it helped build with Veoneer Inc., from SSW Partners following a joint acquisition where Qualcomm and SSW Partners bought Veoneer for $4.5 billion Qualcomm plans to use Arriver to build out a fully-automated driving stack for its Snapdragon Ride platform.Chip maker Broadcom Ltd. was comparatively early in broadening its software holdings through acquisitions like Symantec's enterprise security business, CA Inc. back in 2018, and Brocade Communications Systems Inc. for $5.5 billion in late 2017. Those acquisitions once left analysts puzzled, but as of the last reported quarter, Broadcom derived about one quarter of its $7.71 billion in quarterly revenue from software sales.Currently, the company seeking to dethrone Intel from the No. 5 position is AMD, which passed Intel in market cap at times in recent weeks, a dynamic few who tracked the industry a decade ago would have believed at the time. For years, AMD has lived in the shadow of Intel, referred to as the \"smaller\" rival in the data-center and PC chip market with respect to market capitalization, but that's no longer the case as the two companies jockey for position.The gap between the companies narrowed considerably after AMD closed its $35 billion stock deal to acquire chip maker Xilinx Inc., which sent AMD's valuation higher than Intel's for the first time. The boost in AMD's share count gave the company a market cap of $197.63 billion at the close of market Feb. 15, when shares finished at $121.47, compared with Intel's close at $48.44 for a market cap of $197.25 billion, a difference of about $380 million.Since then, the lead has flipped back and forth several times, with AMD gaining its widest lead so far at about $6.2 billion on Feb. 28. With a recent decline in AMD's share price, though, Intel leads by about $34 billion now.One fab to rule them allWhile chip makers seek to diversify to compete, there's one factor in the background where a virtual monopoly exists, and that's in where the silicon transistors are made. No matter how diversified an individual chip maker is, that diversification matters little if you don't have the manufacturing capacity for the silicon, and that makes the industry beholden to TSMC, Raymond James analyst Chris Caso told MarketWatch.\"There is virtually no piece of electronics that doesn't have substantial content from TSMC and comes out of Taiwan,\" Caso said. \"TSMC touches everything.\"TSMC owns fabrication facilities, or fabs, where the actual silicon wafers are made, for chip makers. Fabs are a huge capital investment, often taking two to three years to build because of their complexity.TSMC first surpassed Intel in market cap in March 2017, then spent the next three years jockeying back and forth before stepping on the gas in June 2020, nearly two months before Intel announced that its next generation of chips would be delayed. Right before that, Nvidia started jockeying with Intel and similarly pulled away following the delay announcement.Even though Samsung Electronics Co. and GlobalFoundries Inc. also offer third-party foundry services, Samsung, while it has leading-edge capacity, is smaller in the foundry space than TSMC and is \"more selective with what they do,\" and GlobalFoundries caters to those chip makers who produce lagging-edge -- but still necessary -- technology, Caso said.Even Intel, which prides itself on having its own foundries and is seeking to move into TSMC's market by offering third-party fab services, relies on TSMC for some of its cutting-edge products that require a greater transistor density. That reliance was laid bare when the company, in its July 2020 delay announcement, said a \"defect mode\" in its manufacturing process was the root cause for the delay, and that its contingency plan would be using \"somebody else's foundry,\" widely considered to be TSMC.\"It's more of an industrywide problem, which is if something happens to TSMC's ability to produce inside of Taiwan, then pretty much the whole semiconductor industry, and the whole electronics industry, and frankly, the whole world economy have some big issues,\" Caso said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133509928,"gmtCreate":1621761797264,"gmtModify":1704362182654,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Like like","listText":"Like like","text":"Like like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/133509928","repostId":"2137906121","repostType":4,"repost":{"id":"2137906121","pubTimestamp":1621611396,"share":"https://ttm.financial/m/news/2137906121?lang=&edition=fundamental","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","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","SYF":"Synchrony Financial","WFC":"富国银行"},"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":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108286869,"gmtCreate":1620030751951,"gmtModify":1704337602708,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Help to like and comment thanks","listText":"Help to like and comment thanks","text":"Help to like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/108286869","repostId":"1135819410","repostType":4,"repost":{"id":"1135819410","pubTimestamp":1619999342,"share":"https://ttm.financial/m/news/1135819410?lang=&edition=fundamental","pubTime":"2021-05-03 07:49","market":"us","language":"en","title":"Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1135819410","media":"Barrons","summary":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their fi","content":"<p>It’s another packed week of earnings reports, with 130 S&amp;P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday:&nbsp;Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p>On Wednesday,&nbsp;Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings.&nbsp;Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on&nbsp;Friday.</p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p>On the economic calendar this week, the&nbsp;main event will jobs Friday.&nbsp;The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its&nbsp;Services equivalent on Wednesday.</p><p>Enterprise Products Partners&nbsp;and Estée Lauder release earnings.</p><p>Merck and&nbsp;Public Storage&nbsp;hold virtual investor days.</p><p><b>The Census Bureau</b>&nbsp;reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><b>Tuesday 5/4</b></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p>Eli Lilly&nbsp;holds a conference call to discuss its sustainability initiatives.</p><p>Union Pacific&nbsp;holds its 2021 virtual investor day.</p><p><b>Wednesday 5/5</b></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><b>ADP releases</b>&nbsp;its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><b>ISM releases</b>&nbsp;its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><b>Thursday 5/6</b></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and&nbsp;Zoetishold conference calls to discuss quarterly results.</p><p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><b>Friday 5/7</b></p><p><b>The Bureau of Labor</b>&nbsp;Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p>Cigna and&nbsp;<b>Liberty Media</b>&nbsp;report earnings.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday: ...</p>\n\n<a href=\"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","GM":"通用汽车","UBER":"优步","PFE":"辉瑞",".SPX":"S&P 500 Index","TMUS":"T-Mobile US Inc","PYPL":"PayPal",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135819410","content_text":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday: Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.On Wednesday, Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings. Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on Friday.On the economic calendar this week, the main event will jobs Friday. The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its Services equivalent on Wednesday.Enterprise Products Partners and Estée Lauder release earnings.Merck and Public Storage hold virtual investor days.The Census Bureau reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.The Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.Tuesday 5/4Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.Eli Lilly holds a conference call to discuss its sustainability initiatives.Union Pacific holds its 2021 virtual investor day.Wednesday 5/5Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.ADP releases its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.ISM releases its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.Thursday 5/6Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and Zoetishold conference calls to discuss quarterly results.The Department of Labor reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.The Bureau of Labor Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.Friday 5/7The Bureau of Labor Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.Cigna and Liberty Media report earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834194992,"gmtCreate":1629777913816,"gmtModify":1676530128384,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/834194992","repostId":"2161777891","repostType":4,"repost":{"id":"2161777891","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":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629750559,"share":"https://ttm.financial/m/news/2161777891?lang=&edition=fundamental","pubTime":"2021-08-24 04:29","market":"us","language":"en","title":"Wall St gains, Nasdaq notches record closing high on full vaccine approval","url":"https://stock-news.laohu8.com/highlight/detail?id=2161777891","media":"Reuters","summary":"NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closi","content":"<p>NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.</p>\n<p>All three major U.S. stock indexes ended the session sharply higher, with the S&amp;P 500 in the session's final minutes just failing to hold what would have been a record-high close.</p>\n<p>Surging crude prices, driven by expected demand growth, putting energy shares&nbsp;out front.</p>\n<p>\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"</p>\n<p>\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"</p>\n<p>The U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;in a move that could accelerate inoculations in the United States.</p>\n<p>\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"</p>\n<p>Pfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.</p>\n<p>Rival Moderna Inc&nbsp;gained 7.5%.</p>\n<p>Spiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.</p>\n<p>For an interactive graphic on worldwide vaccine deployment and access, click here</p>\n<p>Data released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.</p>\n<p>Market participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 215.63 points, or 0.61%, to 35,335.71, the S&amp;P 500&nbsp;gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite&nbsp;added 227.99 points, or 1.55%, to 14,942.65.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, seven ended the session green, with energy enjoying its best day in nearly two months.</p>\n<p>Exxon Mobil Corp&nbsp;and Chevron Corp&nbsp;gained 4.1% and 2.6%, respectively.</p>\n<p>U.S.-listed shares of Trillium Therapeutics Inc&nbsp;soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.</p>\n<p>General Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St gains, Nasdaq notches record closing high on full vaccine approval</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St gains, Nasdaq notches record closing high on full vaccine approval\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-24 04:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.</p>\n<p>All three major U.S. stock indexes ended the session sharply higher, with the S&amp;P 500 in the session's final minutes just failing to hold what would have been a record-high close.</p>\n<p>Surging crude prices, driven by expected demand growth, putting energy shares&nbsp;out front.</p>\n<p>\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"</p>\n<p>\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"</p>\n<p>The U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;in a move that could accelerate inoculations in the United States.</p>\n<p>\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"</p>\n<p>Pfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.</p>\n<p>Rival Moderna Inc&nbsp;gained 7.5%.</p>\n<p>Spiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.</p>\n<p>For an interactive graphic on worldwide vaccine deployment and access, click here</p>\n<p>Data released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.</p>\n<p>Market participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 215.63 points, or 0.61%, to 35,335.71, the S&amp;P 500&nbsp;gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite&nbsp;added 227.99 points, or 1.55%, to 14,942.65.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, seven ended the session green, with energy enjoying its best day in nearly two months.</p>\n<p>Exxon Mobil Corp&nbsp;and Chevron Corp&nbsp;gained 4.1% and 2.6%, respectively.</p>\n<p>U.S.-listed shares of Trillium Therapeutics Inc&nbsp;soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.</p>\n<p>General Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","PFE":"辉瑞",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161777891","content_text":"NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.\nAll three major U.S. stock indexes ended the session sharply higher, with the S&P 500 in the session's final minutes just failing to hold what would have been a record-high close.\nSurging crude prices, driven by expected demand growth, putting energy shares out front.\n\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"\n\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"\nThe U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc and BioNTech SE in a move that could accelerate inoculations in the United States.\n\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"\nPfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.\nRival Moderna Inc gained 7.5%.\nSpiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.\nFor an interactive graphic on worldwide vaccine deployment and access, click here\nData released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.\nMarket participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.\nThe Dow Jones Industrial Average rose 215.63 points, or 0.61%, to 35,335.71, the S&P 500 gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite added 227.99 points, or 1.55%, to 14,942.65.\nOf the 11 major sectors in the S&P 500, seven ended the session green, with energy enjoying its best day in nearly two months.\nExxon Mobil Corp and Chevron Corp gained 4.1% and 2.6%, respectively.\nU.S.-listed shares of Trillium Therapeutics Inc soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.\nGeneral Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.\nThe S&P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.\nVolume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146653291,"gmtCreate":1626077907313,"gmtModify":1703752870762,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/146653291","repostId":"1114863871","repostType":4,"repost":{"id":"1114863871","pubTimestamp":1626039626,"share":"https://ttm.financial/m/news/1114863871?lang=&edition=fundamental","pubTime":"2021-07-12 05:40","market":"us","language":"en","title":"Chase, Delta, Goldman Sachs, PepsiCo, and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1114863871","media":"Barron's","summary":"Second-quarter earnings season gets under way this week, with several big banks reporting. JPMorgan ChaseandGoldman SachsGroup kick things off on Tuesday, followed byBank of America,Wells Fargo,andCitigroupon Wednesday andMorgan Stanleyon Thursday.The week’s economic calendar will be equally busy. The Bureau of Labor Statistics releases the consumer price index for June on Tuesday, followed by the producer price index for June on Wednesday. Expectations are for year-over-year increases of 4.0% a","content":"<p>Second-quarter earnings season gets under way&nbsp;this week, with several big banks reporting.&nbsp;JPMorgan ChaseandGoldman SachsGroup kick things off on Tuesday, followed byBank of America,Wells Fargo,andCitigroupon Wednesday andMorgan Stanleyon Thursday.</p>\n<p>Other major companies reporting this week includePepsiCoandFastenalon Tuesday,Delta Air Lineson Wednesday,Taiwan Semiconductor ManufacturingandUnitedHealth Groupon Thursday, andKansas City Southernon Friday.</p>\n<p>The week’s economic calendar will be equally busy. The Bureau of Labor Statistics releases the consumer price index for June on Tuesday,&nbsp;followed by the producer price index for June on Wednesday. Expectations are for year-over-year increases of 4.0% and 6.4%, respectively, in the core CPI and core PPI.</p>\n<p>Investors and economists will also get a look at a pair of sentiment surveys this week:&nbsp;The National Federation of Independent Business’ Small Business Optimism Index for June on Tuesday and The University of Michigan’s Consumer Sentiment index for July on Friday. The&nbsp;Federal Reserve releases its latest beige book on Wednesday, the Census Bureau reports retail-sales data for June on Friday, and theBank of Japanannounces its latest monetary-policy decision on Friday.</p>\n<p><img src=\"https://static.tigerbbs.com/1508a89eaa3fb959feaaa832797a2c48\" tg-width=\"1176\" tg-height=\"360\"></p>\n<p><b>Monday 7/12</b></p>\n<p>FedExhosts a conference call to update the investment community on its business outlook.</p>\n<p><b>Tuesday 7/13</b></p>\n<p>JPMorgan Chase and Goldman Sachs Group kick off earnings season by reporting results before the market open. The two money-center banks recently lifted their dividends 11% and 60%, respectively.</p>\n<p>Conagra Brands,Fastenal,First Republic Bank,and PepsiCo report quarterly results.</p>\n<p>Dell Technologieshosts a conference call to discuss its ESG strategy.</p>\n<p><b>The Bureau of Labor</b>&nbsp;Statistics releases the consumer price index for June. Economists forecast a 4.9% year-over-year rise, after a 5% jump in May—the fastest rate of growth since August 2008. The core CPI, which excludes volatile food and energy prices, is expected to increase 4% compared with 3.8% previously.</p>\n<p><b>The National Federation</b>&nbsp;of Independent Business releases its Small Business Optimism Index for June. Consensus estimate is for a 99.5 reading, about even with the May figure.</p>\n<p><b>Wednesday 7/14</b></p>\n<p>Bank of America,BlackRock,Citigroup, Delta Air Lines,PNC Financial Services Group,and Wells Fargo release earnings.</p>\n<p><b>The Federal Reserve</b>&nbsp;releases the beige book for the fifth of eight times this year. The report gathers anecdotal evidence of current economic conditions in the 12 Federal Reserve districts.</p>\n<p><b>The BLS releases</b>&nbsp;the producer price index for June. Expectations are for both the PPI and core PPI to increase 0.5% month over month. This compares with gains of 0.8% and 0.7%, respectively, in May.</p>\n<p><b>Thursday 7/15</b></p>\n<p>Bank of New York Mellon,Cintas,Morgan Stanley, Taiwan Semiconductor Manufacturing,Truist Financial,U.S. Bancorp,and UnitedHealth Group hold conference calls to discuss quarterly results.</p>\n<p><b>Friday 7/16</b></p>\n<p>Charles Schwab,Ericsson,Kansas City Southern, andState Streetannounce earnings.</p>\n<p><b>The Bank of Japan</b>&nbsp;announces its monetary-policy decision. The central bank is widely expected to keep its key short-term interest rate unchanged at negative 0.1%. In June, the BOJ said it would launch a climate-change plan by the end of this year, and would release a preliminary plan at its July meeting. This could take the form of higher interest rates paid to banks for green-lending measures.</p>\n<p><b>The University of Michigan</b>&nbsp;releases its Consumer Sentiment index for July. Economists forecast an 86.5 reading, slightly higher than June’s 85.5. The index is still well below its levels from just prior to the pandemic.</p>\n<p><b>The Census Bureau</b>&nbsp;reports retail-sales data for June. Consensus estimate is for a 0.5% monthly decline in spending to $617 billion, after slumping 1.3% in May.</p>","source":"lsy1610680873436","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>Chase, Delta, Goldman Sachs, PepsiCo, and Other Stocks to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChase, Delta, Goldman Sachs, PepsiCo, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 05:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-for-investors-to-watch-this-week-51625883421><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Second-quarter earnings season gets under way this week, with several big banks reporting. JPMorgan ChaseandGoldman SachsGroup kick things off on Tuesday, followed byBank of America,Wells Fargo,...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-for-investors-to-watch-this-week-51625883421\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MS":"摩根士丹利","GS":"高盛","WFC":"富国银行","C":"花旗","TSM":"台积电","BAC":"美国银行","JPM":"摩根大通"},"source_url":"https://www.barrons.com/articles/stocks-for-investors-to-watch-this-week-51625883421","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114863871","content_text":"Second-quarter earnings season gets under way this week, with several big banks reporting. JPMorgan ChaseandGoldman SachsGroup kick things off on Tuesday, followed byBank of America,Wells Fargo,andCitigroupon Wednesday andMorgan Stanleyon Thursday.\nOther major companies reporting this week includePepsiCoandFastenalon Tuesday,Delta Air Lineson Wednesday,Taiwan Semiconductor ManufacturingandUnitedHealth Groupon Thursday, andKansas City Southernon Friday.\nThe week’s economic calendar will be equally busy. The Bureau of Labor Statistics releases the consumer price index for June on Tuesday, followed by the producer price index for June on Wednesday. Expectations are for year-over-year increases of 4.0% and 6.4%, respectively, in the core CPI and core PPI.\nInvestors and economists will also get a look at a pair of sentiment surveys this week: The National Federation of Independent Business’ Small Business Optimism Index for June on Tuesday and The University of Michigan’s Consumer Sentiment index for July on Friday. The Federal Reserve releases its latest beige book on Wednesday, the Census Bureau reports retail-sales data for June on Friday, and theBank of Japanannounces its latest monetary-policy decision on Friday.\n\nMonday 7/12\nFedExhosts a conference call to update the investment community on its business outlook.\nTuesday 7/13\nJPMorgan Chase and Goldman Sachs Group kick off earnings season by reporting results before the market open. The two money-center banks recently lifted their dividends 11% and 60%, respectively.\nConagra Brands,Fastenal,First Republic Bank,and PepsiCo report quarterly results.\nDell Technologieshosts a conference call to discuss its ESG strategy.\nThe Bureau of Labor Statistics releases the consumer price index for June. Economists forecast a 4.9% year-over-year rise, after a 5% jump in May—the fastest rate of growth since August 2008. The core CPI, which excludes volatile food and energy prices, is expected to increase 4% compared with 3.8% previously.\nThe National Federation of Independent Business releases its Small Business Optimism Index for June. Consensus estimate is for a 99.5 reading, about even with the May figure.\nWednesday 7/14\nBank of America,BlackRock,Citigroup, Delta Air Lines,PNC Financial Services Group,and Wells Fargo release earnings.\nThe Federal Reserve releases the beige book for the fifth of eight times this year. The report gathers anecdotal evidence of current economic conditions in the 12 Federal Reserve districts.\nThe BLS releases the producer price index for June. Expectations are for both the PPI and core PPI to increase 0.5% month over month. This compares with gains of 0.8% and 0.7%, respectively, in May.\nThursday 7/15\nBank of New York Mellon,Cintas,Morgan Stanley, Taiwan Semiconductor Manufacturing,Truist Financial,U.S. Bancorp,and UnitedHealth Group hold conference calls to discuss quarterly results.\nFriday 7/16\nCharles Schwab,Ericsson,Kansas City Southern, andState Streetannounce earnings.\nThe Bank of Japan announces its monetary-policy decision. The central bank is widely expected to keep its key short-term interest rate unchanged at negative 0.1%. In June, the BOJ said it would launch a climate-change plan by the end of this year, and would release a preliminary plan at its July meeting. This could take the form of higher interest rates paid to banks for green-lending measures.\nThe University of Michigan releases its Consumer Sentiment index for July. Economists forecast an 86.5 reading, slightly higher than June’s 85.5. The index is still well below its levels from just prior to the pandemic.\nThe Census Bureau reports retail-sales data for June. Consensus estimate is for a 0.5% monthly decline in spending to $617 billion, after slumping 1.3% in May.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197990601,"gmtCreate":1621416308703,"gmtModify":1704357267449,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Oh yes&nbsp;","listText":"Oh yes&nbsp;","text":"Oh yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/197990601","repostId":"1158638540","repostType":4,"repost":{"id":"1158638540","pubTimestamp":1621409180,"share":"https://ttm.financial/m/news/1158638540?lang=&edition=fundamental","pubTime":"2021-05-19 15:26","market":"us","language":"en","title":"4 Things to Know Ahead of the Squarespace’s Direct Listing","url":"https://stock-news.laohu8.com/highlight/detail?id=1158638540","media":"Barrons","summary":"The pandemic prompted many small businesses to gain online storefronts for the first time, creating an e-commerce wave that helped website-creation platform Squarespace Inc. accelerate its revenue growth.Now Squarespace will test the resilience of that e-commerce momentum as a public company. Its shares are scheduled to begin trading Wednesday in a direct listing on the New York Stock Exchange under the ticker SQSP.The company offers various tools for website creation, including domains, e-comme","content":"<p>The pandemic prompted many small businesses to gain online storefronts for the first time, creating an e-commerce wave that helped website-creation platform Squarespace Inc. accelerate its revenue growth.</p>\n<p>Now Squarespace will test the resilience of that e-commerce momentum as a public company. Its shares are scheduled to begin trading Wednesday in a direct listing on the New York Stock Exchange under the ticker SQSP.</p>\n<p>The company offers various tools for website creation, including domains, e-commerce functions and marketing capabilities. Squarespace aims to work with small businesses that have limited web expertise as well as “large brands” that need greater flexibility to customize based on their needs.</p>\n<p>Squarespace sees itself playing into a number of trends, including a growing need for businesses to maintain direct relationships with their customers and an increased emphasis on do-it-yourself solutions that are “rapidly displacing expensive agencies and making equivalent design quality out-of-the-box, accessible and easy-to-use for all,” the company said in&nbsp;its filing with the Securities and Exchange Commission.</p>\n<p>The company raised $300 million in a March funding round that gave the company an enterprise valuation of $10 billion, and is not raising any new funding as it lists. Here is what else you need to know about the company.</p>\n<p><b>Growing Revenue, Shrinking Profits</b></p>\n<p>Squarespace posted $621 million in revenue during 2020, up from $485 million a year earlier. Revenue was up 28% in the latest fiscal year, ahead of the 24% growth rate seen in the prior period.</p>\n<p>The company classifies 94% of its revenue as subscription-based. Squarespace added about 700,000 new unique subscriptions in 2020 and the company disclosed that more than two thirds of total subscriptions are annual.</p>\n<p>About 70% of Squarespace’s revenue last year came from the U.S., while the rest was international.</p>\n<p>Squarespace was profitable last year, recording about $30.6 million in net income, though profits were down from $58.2 million in 2019. The company’s “fundamentals highlight a rare combo of profitability and growth at scale,” wrote MKM Partners analyst Rohit Kulkarni.</p>\n<p>Despite a string of profitability on an annual basis, Squarespace generated a net loss of $10.1 million in the first quarter of 2021 compared with a loss of $1.1 million a year earlier. The company posted profits in each of the last three quarters of 2020.</p>\n<p><b>Competition Aplenty</b></p>\n<p>The company competes with a variety of different players across the e-commerce industry, according to its filing. Squarespace counts web-creation platforms like&nbsp;Wix.com&nbsp;(ticker: WIX) and Square’s (SQ) Weebly among its competition, along with e-commerce powerhouse&nbsp;Shopify&nbsp;(ticker: SHOP),&nbsp;which lets businesses set up online shops.</p>\n<p>Squarespace also calls out competitors like GoDaddy (GDDY) that offer domain-name tools, as well as those providing email-marketing and scheduling functions, while arguing that its own “comprehensive, all-in-one platform, multichannel commerce capabilities” are an asset.</p>\n<p>Jefferies analyst Brent Thill notes that Wix is larger than Squarespace, with revenue of $989 million last year versus $621 million for Squarespace. In addition, Squarespace’s revenue last year was similar to what Wix posted in 2018, but Wix was posting faster growth at that scale, and without the benefit of the pandemic-driven acceleration in e-commerce more broadly, he wrote.</p>\n<p><b>On the Menu</b></p>\n<p>SquareSpace recently closed its $415 million acquisition of Tock, a company focused on the restaurant and hospitality industries. Tock’s services allow businesses to manage reservations, takeout, event ticketing and more.</p>\n<p>This part of the business may position SquareSpace against more tech giants, suggested MKM’s Kulkarni.</p>\n<p>“SquareSpace’s offering with Tock faces competition from delivery services such as Uber Eats (UBER),DoorDash&nbsp;(DASH) and&nbsp;Grubhub&nbsp;(GRUB),&nbsp;along with other restaurant [customer-relationship management] services such as TouchBistro and Toast,” he wrote.</p>\n<p>At the same time, the acquisition is an example of one way Squarespace has “smartly diversified into selling not just physical goods online but also adding calendar/scheduling capabilities (restaurant or gym reservations), content sales, and subscriptions,” he continued.</p>\n<p><b>Marketing Bucks</b></p>\n<p>Squarespace’s marketing and sales costs are growing far faster than its revenue. The company incurred $3.1 million in such expenses last year, up from $1.7 million in 2019, making for a 45% increase, whereas revenue was up 28% in the same span.</p>\n<p>The company’s podcast advertisements may be familiar to frequent listeners, though Squarespace notes in its prospectus that it advertises its services broadly, using “online keyword search, sponsorships and celebrity endorsements, television, podcasts, print and online advertising, email and social media marketing.”</p>\n<p>Among its risk factors, Squarespace points to the possibility that Alphabet’s (GOOGL) Google could change its algorithm or raise the costs of its search-engine-marketing tools.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Things to Know Ahead of the Squarespace’s Direct Listing</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\">\n4 Things to Know Ahead of the Squarespace’s Direct Listing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-19 15:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/squarespace-direct-listing-51621376597?mod=hp_LEAD_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The pandemic prompted many small businesses to gain online storefronts for the first time, creating an e-commerce wave that helped website-creation platform Squarespace Inc. accelerate its revenue ...</p>\n\n<a href=\"https://www.barrons.com/articles/squarespace-direct-listing-51621376597?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQSP":"Squarespace Inc."},"source_url":"https://www.barrons.com/articles/squarespace-direct-listing-51621376597?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158638540","content_text":"The pandemic prompted many small businesses to gain online storefronts for the first time, creating an e-commerce wave that helped website-creation platform Squarespace Inc. accelerate its revenue growth.\nNow Squarespace will test the resilience of that e-commerce momentum as a public company. Its shares are scheduled to begin trading Wednesday in a direct listing on the New York Stock Exchange under the ticker SQSP.\nThe company offers various tools for website creation, including domains, e-commerce functions and marketing capabilities. Squarespace aims to work with small businesses that have limited web expertise as well as “large brands” that need greater flexibility to customize based on their needs.\nSquarespace sees itself playing into a number of trends, including a growing need for businesses to maintain direct relationships with their customers and an increased emphasis on do-it-yourself solutions that are “rapidly displacing expensive agencies and making equivalent design quality out-of-the-box, accessible and easy-to-use for all,” the company said in its filing with the Securities and Exchange Commission.\nThe company raised $300 million in a March funding round that gave the company an enterprise valuation of $10 billion, and is not raising any new funding as it lists. Here is what else you need to know about the company.\nGrowing Revenue, Shrinking Profits\nSquarespace posted $621 million in revenue during 2020, up from $485 million a year earlier. Revenue was up 28% in the latest fiscal year, ahead of the 24% growth rate seen in the prior period.\nThe company classifies 94% of its revenue as subscription-based. Squarespace added about 700,000 new unique subscriptions in 2020 and the company disclosed that more than two thirds of total subscriptions are annual.\nAbout 70% of Squarespace’s revenue last year came from the U.S., while the rest was international.\nSquarespace was profitable last year, recording about $30.6 million in net income, though profits were down from $58.2 million in 2019. The company’s “fundamentals highlight a rare combo of profitability and growth at scale,” wrote MKM Partners analyst Rohit Kulkarni.\nDespite a string of profitability on an annual basis, Squarespace generated a net loss of $10.1 million in the first quarter of 2021 compared with a loss of $1.1 million a year earlier. The company posted profits in each of the last three quarters of 2020.\nCompetition Aplenty\nThe company competes with a variety of different players across the e-commerce industry, according to its filing. Squarespace counts web-creation platforms like Wix.com (ticker: WIX) and Square’s (SQ) Weebly among its competition, along with e-commerce powerhouse Shopify (ticker: SHOP), which lets businesses set up online shops.\nSquarespace also calls out competitors like GoDaddy (GDDY) that offer domain-name tools, as well as those providing email-marketing and scheduling functions, while arguing that its own “comprehensive, all-in-one platform, multichannel commerce capabilities” are an asset.\nJefferies analyst Brent Thill notes that Wix is larger than Squarespace, with revenue of $989 million last year versus $621 million for Squarespace. In addition, Squarespace’s revenue last year was similar to what Wix posted in 2018, but Wix was posting faster growth at that scale, and without the benefit of the pandemic-driven acceleration in e-commerce more broadly, he wrote.\nOn the Menu\nSquareSpace recently closed its $415 million acquisition of Tock, a company focused on the restaurant and hospitality industries. Tock’s services allow businesses to manage reservations, takeout, event ticketing and more.\nThis part of the business may position SquareSpace against more tech giants, suggested MKM’s Kulkarni.\n“SquareSpace’s offering with Tock faces competition from delivery services such as Uber Eats (UBER),DoorDash (DASH) and Grubhub (GRUB), along with other restaurant [customer-relationship management] services such as TouchBistro and Toast,” he wrote.\nAt the same time, the acquisition is an example of one way Squarespace has “smartly diversified into selling not just physical goods online but also adding calendar/scheduling capabilities (restaurant or gym reservations), content sales, and subscriptions,” he continued.\nMarketing Bucks\nSquarespace’s marketing and sales costs are growing far faster than its revenue. The company incurred $3.1 million in such expenses last year, up from $1.7 million in 2019, making for a 45% increase, whereas revenue was up 28% in the same span.\nThe company’s podcast advertisements may be familiar to frequent listeners, though Squarespace notes in its prospectus that it advertises its services broadly, using “online keyword search, sponsorships and celebrity endorsements, television, podcasts, print and online advertising, email and social media marketing.”\nAmong its risk factors, Squarespace points to the possibility that Alphabet’s (GOOGL) Google could change its algorithm or raise the costs of its search-engine-marketing tools.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882108777,"gmtCreate":1631664979099,"gmtModify":1676530602577,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/882108777","repostId":"1148341685","repostType":4,"repost":{"id":"1148341685","pubTimestamp":1631660884,"share":"https://ttm.financial/m/news/1148341685?lang=&edition=fundamental","pubTime":"2021-09-15 07:08","market":"us","language":"en","title":"U.S. stocks close lower on worries over recovery, corporate tax hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1148341685","media":"Reuters","summary":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing","content":"<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p>\n<p>Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p>\n<p>So far this month the S&amp;P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p>\n<p>“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p>\n<p>The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p>\n<p>“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p>\n<p>The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p>\n<p>U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p>\n<p>The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p>\n<p>The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&amp;P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p>\n<p>All 11 major sectors in the S&amp;P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p>\n<p>Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&amp;P 500 and the Nasdaq.</p>\n<p>Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p>\n<p>CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p>\n<p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</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>U.S. stocks close lower on worries over recovery, corporate tax hikes</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\">\nU.S. stocks close lower on worries over recovery, corporate tax hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148341685","content_text":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.\nOptimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.\nSo far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.\n“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”\nThe advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.\n“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”\nThe CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.\nU.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]\nThe long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.\nThe Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.\nAll 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.\nApple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.\nIntuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.\nCureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.\nThe S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.\nVolume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814487974,"gmtCreate":1630866752598,"gmtModify":1676530407529,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/814487974","repostId":"1157895022","repostType":4,"repost":{"id":"1157895022","pubTimestamp":1630810619,"share":"https://ttm.financial/m/news/1157895022?lang=&edition=fundamental","pubTime":"2021-09-05 10:56","market":"us","language":"en","title":"Beat the market with this quant system that’s very bullish on stocks at record highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1157895022","media":"MarketWatch","summary":"Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do ","content":"<blockquote>\n <b>Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.</b>\n</blockquote>\n<p>Imagine you had a money-making machine to harvest gains in the stock market while you sat back to enjoy life.</p>\n<p>That’s everyone’s dream, right? Investor Vance Howard thinks he’s found it.</p>\n<p>Howard and his small army of computer programmers atHoward Capital Managementin Roswell, Ga., have a quantitative system that posts great returns.</p>\n<p>His HCM Tactical Growth Fund&nbsp;HCMGX,+0.35%beats its Russell 1000&nbsp;benchmark index and large-blend fund category by 8.5-10.4 percentage points annualized over the past five years, according to Morningstar. That is no small feat, and not only because it has to overcome a 2.22% fee. Beating the market is simply not easy. His HCM Dividend Sector PlusHCMQX,-0.05%) and HCM Income PlusHCMLX,+0.30%funds post similar outperformance.</p>\n<p>There are drawbacks, which I detail below. (Among them: Potentially long stretches of underperformance and regular tax bills.) But first, what can we learn from this winner?</p>\n<p>So-called quants never share all the details of their proprietary systems, but Howard shares a lot, as you’ll see. And this Texas rancher has a lot of good advice based on “horse sense” — not surprising, given his infectious passion for the markets, and his three decades of experience as a pro.</p>\n<p>Here are five lessons, 12 exchange traded funds (ETFs) and four stocks to consider, from a recent interview with him.</p>\n<p><b>Lesson #1: Don’t be emotional</b></p>\n<p>It’s no surprise so many people do poorly in the market. Evolution has programmed us to fail. For survival, we’ve learned to run from things that frightens us. And crave more of things that are pleasurable — like sweets or fats to store calories ahead of what might be a long stretch without food. But in the market, acting on the emotions of fear and greed invariably make us do the wrong thing at the wrong time. Sell at the bottom, buy at the top.</p>\n<p>Likewise, we’re programmed to believe being with the crowd brings safety. If you’re a zebra on the Savanna, you are more likely to get picked off by a predator if you go it alone. The problem here is being part of a crowd — and crowd psychology — dumb us down to a purely emotional level. This is why people in crowds do terrible things they would never do on their own. It doesn’t matter how smart you are. When you join a crowd, you lose a lot of IQ points. Base emotions take over.</p>\n<p>To do well in the market, you have to counteract these tendencies. “One of the biggest mistakes individual investors and money managers make is getting emotional,” says Howard. “Let your emotions go.”</p>\n<p><b>Lesson #2: Have a system and stick to it</b></p>\n<p>To exorcise emotion, have a system. “And don’t second guess it,” says Howard. “This keeps you from letting the pandemic or Afghanistan scare you out of the market.” He calls his system the HCM-BuyLine. It is basically a momentum and trend-following system — which often works well in the markets.</p>\n<p>The HCM-BuyLine basically works like this. First, rather than use the S&amp;P 500SPX,-0.03%or the Dow Jones Industrial AverageDJIA,-0.21%,Howard blends several stock indices to create his own index. Then he uses a moving average that tells him whether the market is in an uptrend or downtrend.</p>\n<p>When the moving average drops 3.5%, he sells 35%. If it drops 6.5%, he sells another 35%. He rarely goes to 100% cash.</p>\n<p>“If the BuyLine is positive, we will stay long no matter what,” he says. “We take all the emotion out of the equation by letting the math decide.”</p>\n<p>Right now, it’s bullish. (More on this below.)</p>\n<p>Your system also has to tell you when to get back in.</p>\n<p>“That’s where most people screw up,” he says. “They get out of the market, and they don’t know when to get back in.” The HCM-BuyLine gives a buy signal when his custom index trades above its moving average for six consecutive sessions, and then goes on to trade above the high hit during those six days.</p>\n<p>You don’t need a system that calls exact market tops or bottoms. Instead, the BuyLine keeps Howard out of down markets 85% of the time, and in for 85% of the good times.</p>\n<p>“If we can do that consistently, we have superior returns and a less stressful life,” he says. “Being all in during a bad tape is no fun.”</p>\n<p>His system is slow to get him out of the market, but quick to get him back in. Not even a 10% correction will necessarily move him out. He’s often buying those pullbacks. Getting back in fast makes sense, because recoveries off bottoms tend to happen fast.</p>\n<p>“The HCM-BuyLine takes all the emotion out of the process,” says Howard.</p>\n<p><b>Lesson #3: Don’t fight the tape</b></p>\n<p>This concept is one of the core pieces of wisdom from Marty Zweig’s classic book, “Winning on Wall Street.”</p>\n<p>“You have to stay on the right side of market,” agrees Howard. “If you try to trade long in a bad market, it is painful.”</p>\n<p>In other words, don’t try to be a hero.</p>\n<p>“Sometimes, not losing money is where you want to be,” he says.</p>\n<p>Likewise, don’t turn cautious just because the market hits new highs — like now. You should love new highs, because it is a sign of market strength that may likely endure.</p>\n<p><b>Lesson #4: Keep it simple</b></p>\n<p>As you’ll see below, Howard doesn’t use esoteric instruments such as derivatives, swaps or index options. He doesn’t even trade foreign stocks or currencies. This is refreshing for individual investors, because we have a harder time accessing those tools.</p>\n<p>“You don’t have to trade crazy stuff,” he says. “You can trade plain-vanilla ETFs and beat everybody out there.”</p>\n<p><b>Lesson #5: How to trade the current market</b></p>\n<p>First, be long.</p>\n<p>“The HCM-BuyLine is very positive. We are 100% in,” says Howard. “The market is broadening out. It is getting pretty exciting. We do not see it turn around any time soon. We are buying pullbacks.”</p>\n<p>One bullish signal is all the cash on the sidelines. “If there is any relief in Covid, we may see a big rally. We may end up with a great fall [season].”</p>\n<p>Howard uses momentum indicators to select stocks and ETFs, too. For sectors he favors the following.</p>\n<p>He likes health care, tradable through the iShares US HealthcareIYH,-0.04%and ProShares Ultra Health CareRXL,+0.12%ETFs. He’s turning more bullish on biotech, which he plays via the iShares Biotechnology ETFIBB,-0.11%.</p>\n<p>He likes consumer discretionary tradable through the iShares US Consumer ServicesIYC,-0.30%,and airlines via US Global JetsJETS,-1.17%.He also likes tech exposure via the Invesco QQQ TrustQQQ,+0.31%,iShares US TechnologyIYW,+0.50%and&nbsp;iShares SemiconductorSOXX,+0.75%.</p>\n<p>He likes small-caps via the Vanguard Small-Cap Growth Index FundVBK,+0.07%.And convertible bonds via SPDR Bloomberg Barclays Convertible SecuritiesCWB,+0.64%and iShares Convertible BondICVT,+0.37%.</p>\n<p>As for individual names, he singles out MicrosoftMSFT,-0.00%and AppleAAPL,+0.42%in tech, as well as Amazon.comAMZN,+0.43%and TeslaTSLA,+0.16%.</p>\n<p>Also consider Howard’s two ETFs: The HCM Defender 100 IndexQQH,+0.62%and HCM Defender 500 IndexLGH,+1.32%.</p>\n<p>He prefers to add to holdings on 1%-3% dips.</p>\n<p><b>A few drawbacks</b></p>\n<p>His HCM Tactical Growth fund has a history of posting two-year stretches of underperformance of 1.5% to 8.8%, since it was launched in 2015. The fund then came roaring back to net the very positive five-year outperformance cited above. Investing in his system can require patience.</p>\n<p>Every manager, including Warren Buffett, can have a stretch of underperformance, says Howard.</p>\n<p>“We are in the odds game,” he says. “Even in the odds game, you can have a bad hand or two thrown at you.”</p>\n<p>Another challenge is the high turnover, which is 140% a year for Tactical Growth. This means Uncle Sam takes a big cut in the good years. So if you buy Howard’s funds, you may want to do so in a tax-protected account.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beat the market with this quant system that’s very bullish on stocks at record highs</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\">\nBeat the market with this quant system that’s very bullish on stocks at record highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-05 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/beat-the-market-with-this-quant-system-thats-very-bullish-on-stocks-at-record-highs-11630761531?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.\n\nImagine you had a money-making ...</p>\n\n<a href=\"https://www.marketwatch.com/story/beat-the-market-with-this-quant-system-thats-very-bullish-on-stocks-at-record-highs-11630761531?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/beat-the-market-with-this-quant-system-thats-very-bullish-on-stocks-at-record-highs-11630761531?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157895022","content_text":"Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.\n\nImagine you had a money-making machine to harvest gains in the stock market while you sat back to enjoy life.\nThat’s everyone’s dream, right? Investor Vance Howard thinks he’s found it.\nHoward and his small army of computer programmers atHoward Capital Managementin Roswell, Ga., have a quantitative system that posts great returns.\nHis HCM Tactical Growth Fund HCMGX,+0.35%beats its Russell 1000 benchmark index and large-blend fund category by 8.5-10.4 percentage points annualized over the past five years, according to Morningstar. That is no small feat, and not only because it has to overcome a 2.22% fee. Beating the market is simply not easy. His HCM Dividend Sector PlusHCMQX,-0.05%) and HCM Income PlusHCMLX,+0.30%funds post similar outperformance.\nThere are drawbacks, which I detail below. (Among them: Potentially long stretches of underperformance and regular tax bills.) But first, what can we learn from this winner?\nSo-called quants never share all the details of their proprietary systems, but Howard shares a lot, as you’ll see. And this Texas rancher has a lot of good advice based on “horse sense” — not surprising, given his infectious passion for the markets, and his three decades of experience as a pro.\nHere are five lessons, 12 exchange traded funds (ETFs) and four stocks to consider, from a recent interview with him.\nLesson #1: Don’t be emotional\nIt’s no surprise so many people do poorly in the market. Evolution has programmed us to fail. For survival, we’ve learned to run from things that frightens us. And crave more of things that are pleasurable — like sweets or fats to store calories ahead of what might be a long stretch without food. But in the market, acting on the emotions of fear and greed invariably make us do the wrong thing at the wrong time. Sell at the bottom, buy at the top.\nLikewise, we’re programmed to believe being with the crowd brings safety. If you’re a zebra on the Savanna, you are more likely to get picked off by a predator if you go it alone. The problem here is being part of a crowd — and crowd psychology — dumb us down to a purely emotional level. This is why people in crowds do terrible things they would never do on their own. It doesn’t matter how smart you are. When you join a crowd, you lose a lot of IQ points. Base emotions take over.\nTo do well in the market, you have to counteract these tendencies. “One of the biggest mistakes individual investors and money managers make is getting emotional,” says Howard. “Let your emotions go.”\nLesson #2: Have a system and stick to it\nTo exorcise emotion, have a system. “And don’t second guess it,” says Howard. “This keeps you from letting the pandemic or Afghanistan scare you out of the market.” He calls his system the HCM-BuyLine. It is basically a momentum and trend-following system — which often works well in the markets.\nThe HCM-BuyLine basically works like this. First, rather than use the S&P 500SPX,-0.03%or the Dow Jones Industrial AverageDJIA,-0.21%,Howard blends several stock indices to create his own index. Then he uses a moving average that tells him whether the market is in an uptrend or downtrend.\nWhen the moving average drops 3.5%, he sells 35%. If it drops 6.5%, he sells another 35%. He rarely goes to 100% cash.\n“If the BuyLine is positive, we will stay long no matter what,” he says. “We take all the emotion out of the equation by letting the math decide.”\nRight now, it’s bullish. (More on this below.)\nYour system also has to tell you when to get back in.\n“That’s where most people screw up,” he says. “They get out of the market, and they don’t know when to get back in.” The HCM-BuyLine gives a buy signal when his custom index trades above its moving average for six consecutive sessions, and then goes on to trade above the high hit during those six days.\nYou don’t need a system that calls exact market tops or bottoms. Instead, the BuyLine keeps Howard out of down markets 85% of the time, and in for 85% of the good times.\n“If we can do that consistently, we have superior returns and a less stressful life,” he says. “Being all in during a bad tape is no fun.”\nHis system is slow to get him out of the market, but quick to get him back in. Not even a 10% correction will necessarily move him out. He’s often buying those pullbacks. Getting back in fast makes sense, because recoveries off bottoms tend to happen fast.\n“The HCM-BuyLine takes all the emotion out of the process,” says Howard.\nLesson #3: Don’t fight the tape\nThis concept is one of the core pieces of wisdom from Marty Zweig’s classic book, “Winning on Wall Street.”\n“You have to stay on the right side of market,” agrees Howard. “If you try to trade long in a bad market, it is painful.”\nIn other words, don’t try to be a hero.\n“Sometimes, not losing money is where you want to be,” he says.\nLikewise, don’t turn cautious just because the market hits new highs — like now. You should love new highs, because it is a sign of market strength that may likely endure.\nLesson #4: Keep it simple\nAs you’ll see below, Howard doesn’t use esoteric instruments such as derivatives, swaps or index options. He doesn’t even trade foreign stocks or currencies. This is refreshing for individual investors, because we have a harder time accessing those tools.\n“You don’t have to trade crazy stuff,” he says. “You can trade plain-vanilla ETFs and beat everybody out there.”\nLesson #5: How to trade the current market\nFirst, be long.\n“The HCM-BuyLine is very positive. We are 100% in,” says Howard. “The market is broadening out. It is getting pretty exciting. We do not see it turn around any time soon. We are buying pullbacks.”\nOne bullish signal is all the cash on the sidelines. “If there is any relief in Covid, we may see a big rally. We may end up with a great fall [season].”\nHoward uses momentum indicators to select stocks and ETFs, too. For sectors he favors the following.\nHe likes health care, tradable through the iShares US HealthcareIYH,-0.04%and ProShares Ultra Health CareRXL,+0.12%ETFs. He’s turning more bullish on biotech, which he plays via the iShares Biotechnology ETFIBB,-0.11%.\nHe likes consumer discretionary tradable through the iShares US Consumer ServicesIYC,-0.30%,and airlines via US Global JetsJETS,-1.17%.He also likes tech exposure via the Invesco QQQ TrustQQQ,+0.31%,iShares US TechnologyIYW,+0.50%and iShares SemiconductorSOXX,+0.75%.\nHe likes small-caps via the Vanguard Small-Cap Growth Index FundVBK,+0.07%.And convertible bonds via SPDR Bloomberg Barclays Convertible SecuritiesCWB,+0.64%and iShares Convertible BondICVT,+0.37%.\nAs for individual names, he singles out MicrosoftMSFT,-0.00%and AppleAAPL,+0.42%in tech, as well as Amazon.comAMZN,+0.43%and TeslaTSLA,+0.16%.\nAlso consider Howard’s two ETFs: The HCM Defender 100 IndexQQH,+0.62%and HCM Defender 500 IndexLGH,+1.32%.\nHe prefers to add to holdings on 1%-3% dips.\nA few drawbacks\nHis HCM Tactical Growth fund has a history of posting two-year stretches of underperformance of 1.5% to 8.8%, since it was launched in 2015. The fund then came roaring back to net the very positive five-year outperformance cited above. Investing in his system can require patience.\nEvery manager, including Warren Buffett, can have a stretch of underperformance, says Howard.\n“We are in the odds game,” he says. “Even in the odds game, you can have a bad hand or two thrown at you.”\nAnother challenge is the high turnover, which is 140% a year for Tactical Growth. This means Uncle Sam takes a big cut in the good years. So if you buy Howard’s funds, you may want to do so in a tax-protected account.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892502412,"gmtCreate":1628669834636,"gmtModify":1676529815740,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/892502412","repostId":"1147144306","repostType":4,"repost":{"id":"1147144306","pubTimestamp":1628651652,"share":"https://ttm.financial/m/news/1147144306?lang=&edition=fundamental","pubTime":"2021-08-11 11:14","market":"sh","language":"en","title":"What stocks and sectors will benefit from the infrastructure bill?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147144306","media":"Market Wacth","summary":"What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion","content":"<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?</p>\n<p>Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.</p>\n<p>Some analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.</p>\n<p>“The passage of the&nbsp;infrastructure&nbsp;bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.</p>\n<p>“I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.</p>\n<p>Still, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&amp;P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.</p>\n<p>A popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.<img src=\"https://static.tigerbbs.com/d21f2ed025a84fdc2840732cbf4dff62\" tg-width=\"825\" tg-height=\"525\" referrerpolicy=\"no-referrer\">Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5</p>\n<p>PAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&amp;P 500 and the Dow.</p>\n<p>PAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.</p>\n<p>Similarly, the <a href=\"https://laohu8.com/S/IFRA\">iShares U.S. Infrastructure ETF</a>IFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.</p>\n<p>The Industrial <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR ETFXLI,+1.02%,which tracks the S&amp;P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.</p>\n<p>Back in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include <a href=\"https://laohu8.com/S/TISI\">Team</a> Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and <a href=\"https://laohu8.com/S/PRIM\">Primoris</a>, which was up 2.9% on the day but down 3.6% so far this year.</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company names</b></td>\n   <td><b>YTD % return</b></td>\n  </tr>\n  <tr>\n   <td>Team Inc.TISI,+4.37%</td>\n   <td>-56.83</td>\n  </tr>\n  <tr>\n   <td>Primoris Services Corp.PRIM,+2.90%</td>\n   <td>-3.6%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/CMCO\">Columbus McKinnon</a> Corp.CMCO,+2.03%</td>\n   <td>17.6%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.BLDR,+2.72%</td>\n   <td>19.6%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/WMS\">Advanced Drainage</a> Systems Inc.WMS,+1.89%</td>\n   <td>40%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/AIMCV\">Altra Industrial Motion Corp.</a>AIMC,+3.15%</td>\n   <td>10.5%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/DY\">Dycom</a> IndustriesDY,-0.96%</td>\n   <td>-5.7%</td>\n  </tr>\n  <tr>\n   <td>Cleveland-Cliffs Inc.CLF,+5.05%</td>\n   <td>78.7%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/RXN\">Rexnord</a> Corp.RXN,+1.91%</td>\n   <td>51%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/HRI\">Herc</a> Holdings Inc.HRI,+2.28%</td>\n   <td>90%</td>\n  </tr>\n </tbody>\n</table>\n<p>Overall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.</p>\n<p>Edward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.</p>\n<p>“Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.</p>","source":"lsy1604288433698","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>What stocks and sectors will benefit from the infrastructure bill?</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\">\nWhat stocks and sectors will benefit from the infrastructure bill?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 11:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page><strong>Market Wacth</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the ...</p>\n\n<a href=\"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMS":"Advanced Drainage","HRI":"Herc Holdings Inc.","XLI":"工业指数ETF-SPDR","TISI":"Team Inc","BLDR":"Builders FirstSource","CMCO":"哥伦布-麦金农","IFRA":"iShares U.S. Infrastructure ETF","DY":"戴康工业","PRIM":"Primoris Services Corporation","CLF":"克利夫兰克里夫"},"source_url":"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147144306","content_text":"What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?\nThebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.\nSome analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.\n“The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.\n“I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.\nStill, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.\nA popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the Global X U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5\nPAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.\nPAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.\nSimilarly, the iShares U.S. Infrastructure ETFIFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.\nThe Industrial Select Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.\nBack in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include Team Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and Primoris, which was up 2.9% on the day but down 3.6% so far this year.\n\n\n\nCompany names\nYTD % return\n\n\nTeam Inc.TISI,+4.37%\n-56.83\n\n\nPrimoris Services Corp.PRIM,+2.90%\n-3.6%\n\n\nColumbus McKinnon Corp.CMCO,+2.03%\n17.6%\n\n\nBuilders FirstSource Inc.BLDR,+2.72%\n19.6%\n\n\nAdvanced Drainage Systems Inc.WMS,+1.89%\n40%\n\n\nAltra Industrial Motion Corp.AIMC,+3.15%\n10.5%\n\n\nDycom IndustriesDY,-0.96%\n-5.7%\n\n\nCleveland-Cliffs Inc.CLF,+5.05%\n78.7%\n\n\nRexnord Corp.RXN,+1.91%\n51%\n\n\nHerc Holdings Inc.HRI,+2.28%\n90%\n\n\n\nOverall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.\nEdward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.\n“Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169801095,"gmtCreate":1623825139317,"gmtModify":1703820616943,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/169801095","repostId":"1182315358","repostType":4,"repost":{"id":"1182315358","pubTimestamp":1623814338,"share":"https://ttm.financial/m/news/1182315358?lang=&edition=fundamental","pubTime":"2021-06-16 11:32","market":"us","language":"en","title":"It’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1182315358","media":"MarketWatch","summary":"If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn","content":"<p>If you’re an investor, you need to be flexible, neither a bull nor a bear.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/724d1ea0bb18bddb367c79abf08c1af9\" tg-width=\"1260\" tg-height=\"841\"><span>It takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)</span></p>\n<p>I don’t know when what I call the Blow-Off Top of the Bubble-Blowing Bull Market will end.</p>\n<p>After 12 years being long and strong and having diamond hands without even knowing that term existed, maybe I’m wrong to turn more cautious.</p>\n<p>Maybe the economy will reopen and rejuvenate the country in such a strong manner that corporate earnings in 2022 and 2023 will make today’s prices seem like bargains.</p>\n<p>But I simply don’t think that’s the most likely outcome.</p>\n<p>And if I’m right that we’re in the throes of the Blow-Off Top of the Bubble-Blowing Bull Market, I do not want to be overly long and on the wrong side of the great unwind when it does start.</p>\n<p>I’m not calling for a near-term crash. I am saying that it’s likely going to be hard for the bulls to make as much money this year as they did last year.</p>\n<p>Trading and investing are tough. There’s always someone on the other side of every trade you make. Always think about who that is and why they are willing to take the other side of your transaction. When you buy, why are they selling it to you at that price? When you sell, who is buying it from you and what are their motivations? Remember, I’ve talked before about how&nbsp;good analysis starts with empathy.</p>\n<p><b>If I’m selling, who’s buying — and why?</b></p>\n<p>So let’s answer this question right now. Who is buying stocks and cryptos from me when I’ve trimmed and sold for the past month or so? Sure, there are banks and institutions and hedge funds and family offices investing and trading, just as always. On the other hand, remember two years ago when I got back from a hedge fund investment conference&nbsp;in Abu Dhabi and everybody was desperate for returns:</p>\n<p>Amid low interest rates and other investors’ focus on options, credit and currencies, “the lack of focus on traditional stocks and funds that invest in publicly traded stocks makes me think that there is probably more opportunity in such assets than people realize. I certainly see some very compelling long ideas in Revolutionary companies like WORK and TWTR and TSLA.”</p>\n<p>Since that post, back a year and a half ago, Slack&nbsp;went from $21 to being bought out at $45, Twitter&nbsp;went from $27 to $61, and Tesla&nbsp;went from $81 to $616. And funds that were looking everywhere but in the stock market for big gains are … well, pretty much in the markets now and long a bunch of stocks and even long a few cryptos.</p>\n<p>And now that those stocks and cryptos and most other assets have gone parabolic in the past year — coming on top of the 10-year bull market — the billion-dollar fund managers are joined by&nbsp;23-year-old TikTok influencers&nbsp;doing bitcoin&nbsp;trading astrology.</p>\n<p>Yes, for real, and she’s very popular. She’s even been right about some of bitcoin’s action in the past few months! If you’re selling cryptos and fintech stocks right now, you’re selling to her and her followers. And also to my friend’s son, who just graduated from a tiny, rural school and whose unemployed uncle gave him $500 to “buy some cryptos. And make sure you get some fintech. I don’t know the symbol, but just look it up and you’ll do fine over the long run.”&nbsp;Bearish anecdotes everywhere I look, as I wrote recently.</p>\n<p><b>Mr. Market</b></p>\n<p>The other thing to remember about who’s on the other side of your trade is always to remember that there are smart, cutthroat traders and investors who went to the best schools and have access to more research and real-time data and instant trading access to all kinds of derivatives to layer into their bets. And the only thing they do all day, every day, is figure out how to take your money in mostly legal ways. They’re not playing around. They have no sympathy for you, even if they might empathize with you to better understand your motivations to better take your money.</p>\n<p>Mr. Market is mean. He’s not nice. He can be cruel. He can force liquidations that create other liquidations. He can shut off access to capital. He can take down 200-year-old banks in a day. In one day.</p>\n<p>Sometimes the markets lead the economy and not the other way around. Ironically, when we were young, we were taught that the Great Depression started when the stock market crashed on Black Friday in 1929. But then when we get older, we were taught that it wasn’t actually the crash that created the Great Depression, rather the economy was already crashing and the stock market just didn’t realize it as it continued on its merry way toward a terrible Blow-Off Top of a nine-year Bubble-Blowing Bull Market that culminated with the Dow Jones Industrial Average&nbsp;up 400% from the 1921 lows to the 1929 highs.</p>\n<p><img src=\"https://static.tigerbbs.com/3a6516337aacc614d83584ea90e174f2\" tg-width=\"1260\" tg-height=\"870\"></p>\n<p><b>Learning from Soros</b></p>\n<p>But looking back, it’s clear that both theories are equally right and wrong — the market crashed because the economy wasn’t as good as the market thought it was,<i>and</i>the economy crashed because the markets shut down access to capital for investment and growth.</p>\n<p>It was “reflexive,” to borrow a term from the great hedge fund manager&nbsp;George Soros.</p>\n<p>He wrote, and the concept is important to understand:</p>\n<p>“I continued to consider myself a failed philosopher. All this changed as a result of the financial crisis of 2008. My conceptual framework enabled me both to anticipate the crisis and to deal with it when it finally struck…</p>\n<p>“I can state the core idea in two relatively simple propositions. One is that in situations that have thinking participants, the participants’ view of the world is always partial and distorted. That is the principle of fallibility. The other is that these distorted views can influence the situation to which they relate because false views lead to inappropriate actions. That is the principle of reflexivity…</p>\n<p>“Recognizing reflexivity has been sacrificed to the vain pursuit of certainty in human affairs, most notably in economics, and yet, uncertainty is the key feature of human affairs. Economic theory is built on the concept of equilibrium, and that concept is in direct contradiction with the concept of reflexivity…</p>\n<p>“A positive feedback process is self-reinforcing. It cannot go on forever because eventually the participants’ views would become so far removed from objective reality that the participants would have to recognize them as unrealistic. Nor can the iterative process occur without any change in the actual state of affairs, because it is in the nature of positive feedback that it reinforces whatever tendency prevails in the real world. Instead of equilibrium, we are faced with a dynamic disequilibrium or what may be described as far-from-equilibrium conditions. Usually in far-from-equilibrium situations the divergence between perceptions and reality leads to a climax which sets in motion a positive feedback process in the opposite direction. Such initially self-reinforcing but eventually self-defeating boom-bust processes or bubbles are characteristic of financial markets, but they can also be found in other spheres. There, I call them fertile fallacies—interpretations of reality that are distorted, yet produce results which reinforce the distortion.”</p>\n<p>Stay flexible</p>\n<p>Far-from-equilibrium conditions was what we had in 2010-2013 when we loaded up on Revolutionary stocks and started buying cryptos like bitcoin. Far-from-equilibrium conditions might be what we have in front of us right now when I suggest getting cautious instead.</p>\n<p>We don’t want to be permabulls. (You for sure don’t want to be a permabear!) We have to be flexible. We have to let our analysis and risk/reward scenarios dictate how much risk we’re taking and when. We have to pay attention to the cycles, the self-reinforcing cycles that drive economies and markets and valuations and earnings and societal interactions and bailouts and financial crises and bubbles and busts and, heaven forbid, just simple stagnation.</p>\n<p>It’s as if everybody forgets that markets can bubble and crash and stagnate. They forget that markets can grind for years on end without making new highs, or without even making higher highs. Do you not remember telling your money manager sometime in 2010-2012 that “If I’d just handled the Great Financial Crisis (and/or the Dot-Com Crash) a little better, I’d be in better shape.” I used to hear people say that to me all the time. I haven’t heard anybody say that lately. Everybody’s having fun in this market … at least for now.</p>\n<p>Most traders will tell you that they are “just trading the market that is in front of them.” Well, I don’t know when the bubble will pop, but I do know that I don’t want to be on the wrong side of this market when it does. And I do know that we won’t know the bubble has really popped until the self-reinforcing reflexive feedback loop has made it painful for the vast majority of people who are right now feeling wealthy, feeling secure, feeling like they’ve got this trading and investing thing all figured out.</p>\n<p>We are all fallible. Be careful while it’s fun. Be bold when it’s painful. That’s how I’ve done it for the last 25 years. We were boldly buying these assets when it was painful for others. I’m careful right now because everybody else is having fun.</p>\n<p>I spend a lot of time looking for new ideas and I won’t let my overall market outlook deter me from buying a new name or two. But I want to remain overall cautious and less aggressive than I have been for most of the last decade.</p>\n<p>As a matter of fact,&nbsp;I might have at least a couple Trade Alerts that I’ll be sending out this week, one long and one short idea. Being flexible, see?</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks</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\">\nIt’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)\nI don’t know when what...</p>\n\n<a href=\"https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182315358","content_text":"If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)\nI don’t know when what I call the Blow-Off Top of the Bubble-Blowing Bull Market will end.\nAfter 12 years being long and strong and having diamond hands without even knowing that term existed, maybe I’m wrong to turn more cautious.\nMaybe the economy will reopen and rejuvenate the country in such a strong manner that corporate earnings in 2022 and 2023 will make today’s prices seem like bargains.\nBut I simply don’t think that’s the most likely outcome.\nAnd if I’m right that we’re in the throes of the Blow-Off Top of the Bubble-Blowing Bull Market, I do not want to be overly long and on the wrong side of the great unwind when it does start.\nI’m not calling for a near-term crash. I am saying that it’s likely going to be hard for the bulls to make as much money this year as they did last year.\nTrading and investing are tough. There’s always someone on the other side of every trade you make. Always think about who that is and why they are willing to take the other side of your transaction. When you buy, why are they selling it to you at that price? When you sell, who is buying it from you and what are their motivations? Remember, I’ve talked before about how good analysis starts with empathy.\nIf I’m selling, who’s buying — and why?\nSo let’s answer this question right now. Who is buying stocks and cryptos from me when I’ve trimmed and sold for the past month or so? Sure, there are banks and institutions and hedge funds and family offices investing and trading, just as always. On the other hand, remember two years ago when I got back from a hedge fund investment conference in Abu Dhabi and everybody was desperate for returns:\nAmid low interest rates and other investors’ focus on options, credit and currencies, “the lack of focus on traditional stocks and funds that invest in publicly traded stocks makes me think that there is probably more opportunity in such assets than people realize. I certainly see some very compelling long ideas in Revolutionary companies like WORK and TWTR and TSLA.”\nSince that post, back a year and a half ago, Slack went from $21 to being bought out at $45, Twitter went from $27 to $61, and Tesla went from $81 to $616. And funds that were looking everywhere but in the stock market for big gains are … well, pretty much in the markets now and long a bunch of stocks and even long a few cryptos.\nAnd now that those stocks and cryptos and most other assets have gone parabolic in the past year — coming on top of the 10-year bull market — the billion-dollar fund managers are joined by 23-year-old TikTok influencers doing bitcoin trading astrology.\nYes, for real, and she’s very popular. She’s even been right about some of bitcoin’s action in the past few months! If you’re selling cryptos and fintech stocks right now, you’re selling to her and her followers. And also to my friend’s son, who just graduated from a tiny, rural school and whose unemployed uncle gave him $500 to “buy some cryptos. And make sure you get some fintech. I don’t know the symbol, but just look it up and you’ll do fine over the long run.” Bearish anecdotes everywhere I look, as I wrote recently.\nMr. Market\nThe other thing to remember about who’s on the other side of your trade is always to remember that there are smart, cutthroat traders and investors who went to the best schools and have access to more research and real-time data and instant trading access to all kinds of derivatives to layer into their bets. And the only thing they do all day, every day, is figure out how to take your money in mostly legal ways. They’re not playing around. They have no sympathy for you, even if they might empathize with you to better understand your motivations to better take your money.\nMr. Market is mean. He’s not nice. He can be cruel. He can force liquidations that create other liquidations. He can shut off access to capital. He can take down 200-year-old banks in a day. In one day.\nSometimes the markets lead the economy and not the other way around. Ironically, when we were young, we were taught that the Great Depression started when the stock market crashed on Black Friday in 1929. But then when we get older, we were taught that it wasn’t actually the crash that created the Great Depression, rather the economy was already crashing and the stock market just didn’t realize it as it continued on its merry way toward a terrible Blow-Off Top of a nine-year Bubble-Blowing Bull Market that culminated with the Dow Jones Industrial Average up 400% from the 1921 lows to the 1929 highs.\n\nLearning from Soros\nBut looking back, it’s clear that both theories are equally right and wrong — the market crashed because the economy wasn’t as good as the market thought it was,andthe economy crashed because the markets shut down access to capital for investment and growth.\nIt was “reflexive,” to borrow a term from the great hedge fund manager George Soros.\nHe wrote, and the concept is important to understand:\n“I continued to consider myself a failed philosopher. All this changed as a result of the financial crisis of 2008. My conceptual framework enabled me both to anticipate the crisis and to deal with it when it finally struck…\n“I can state the core idea in two relatively simple propositions. One is that in situations that have thinking participants, the participants’ view of the world is always partial and distorted. That is the principle of fallibility. The other is that these distorted views can influence the situation to which they relate because false views lead to inappropriate actions. That is the principle of reflexivity…\n“Recognizing reflexivity has been sacrificed to the vain pursuit of certainty in human affairs, most notably in economics, and yet, uncertainty is the key feature of human affairs. Economic theory is built on the concept of equilibrium, and that concept is in direct contradiction with the concept of reflexivity…\n“A positive feedback process is self-reinforcing. It cannot go on forever because eventually the participants’ views would become so far removed from objective reality that the participants would have to recognize them as unrealistic. Nor can the iterative process occur without any change in the actual state of affairs, because it is in the nature of positive feedback that it reinforces whatever tendency prevails in the real world. Instead of equilibrium, we are faced with a dynamic disequilibrium or what may be described as far-from-equilibrium conditions. Usually in far-from-equilibrium situations the divergence between perceptions and reality leads to a climax which sets in motion a positive feedback process in the opposite direction. Such initially self-reinforcing but eventually self-defeating boom-bust processes or bubbles are characteristic of financial markets, but they can also be found in other spheres. There, I call them fertile fallacies—interpretations of reality that are distorted, yet produce results which reinforce the distortion.”\nStay flexible\nFar-from-equilibrium conditions was what we had in 2010-2013 when we loaded up on Revolutionary stocks and started buying cryptos like bitcoin. Far-from-equilibrium conditions might be what we have in front of us right now when I suggest getting cautious instead.\nWe don’t want to be permabulls. (You for sure don’t want to be a permabear!) We have to be flexible. We have to let our analysis and risk/reward scenarios dictate how much risk we’re taking and when. We have to pay attention to the cycles, the self-reinforcing cycles that drive economies and markets and valuations and earnings and societal interactions and bailouts and financial crises and bubbles and busts and, heaven forbid, just simple stagnation.\nIt’s as if everybody forgets that markets can bubble and crash and stagnate. They forget that markets can grind for years on end without making new highs, or without even making higher highs. Do you not remember telling your money manager sometime in 2010-2012 that “If I’d just handled the Great Financial Crisis (and/or the Dot-Com Crash) a little better, I’d be in better shape.” I used to hear people say that to me all the time. I haven’t heard anybody say that lately. Everybody’s having fun in this market … at least for now.\nMost traders will tell you that they are “just trading the market that is in front of them.” Well, I don’t know when the bubble will pop, but I do know that I don’t want to be on the wrong side of this market when it does. And I do know that we won’t know the bubble has really popped until the self-reinforcing reflexive feedback loop has made it painful for the vast majority of people who are right now feeling wealthy, feeling secure, feeling like they’ve got this trading and investing thing all figured out.\nWe are all fallible. Be careful while it’s fun. Be bold when it’s painful. That’s how I’ve done it for the last 25 years. We were boldly buying these assets when it was painful for others. I’m careful right now because everybody else is having fun.\nI spend a lot of time looking for new ideas and I won’t let my overall market outlook deter me from buying a new name or two. But I want to remain overall cautious and less aggressive than I have been for most of the last decade.\nAs a matter of fact, I might have at least a couple Trade Alerts that I’ll be sending out this week, one long and one short idea. Being flexible, see?","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111833130,"gmtCreate":1622674325120,"gmtModify":1704188485683,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Comment comment","listText":"Comment comment","text":"Comment comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/111833130","repostId":"2140448417","repostType":4,"repost":{"id":"2140448417","pubTimestamp":1622648316,"share":"https://ttm.financial/m/news/2140448417?lang=&edition=fundamental","pubTime":"2021-06-02 23:38","market":"us","language":"en","title":"What You Should Know About Upstart Holdings' Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=2140448417","media":"Motley Fool","summary":"Investors are paying a big premium for this artificial intelligence-driven lending disruptor.","content":"<p>When it comes to lending money, the fundamentals haven't changed much over the years. Banks typically want to see a steady income, responsible spending habits, and an item of security -- like a house or a car -- before writing loans. Technology has improved the process significantly, and it continues to evolve to provide more information to lenders and more options for consumers.</p>\n<p><b>Upstart Holdings </b>(NASDAQ:UPST) is all-digital lending platform with an artificial intelligence model that measures alternative metrics when assessing a potential borrower. The company uses the technology to help originate loans for lenders, and its business model is already delivering profits. Its valuation, though, has ballooned as enthusiastic investors bet heavily on the stock -- and it could take <i>years </i>for profits to catch up. Is it still worth an investment today?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47a7615523095573d390a24d22976d99\" tg-width=\"700\" tg-height=\"466\"><span>Image Source: Getty Images.</span></p>\n<h2>How it works</h2>\n<p>Upstart partners with banks that write unsecured loans, to borrowers who might have a moderate to low income and might be used to paying higher interest rates. Some of its offerings include personal loans, wedding loans, credit card consolidation, and car loans. The annual percentage rate (interest) for an Upstart loan is in the 8.27% to 35.99% range, depending on the product.</p>\n<p>Total non-housing consumer debt in the U.S. stood at more than $4.1 trillion in Q1, including about $745 billion in ''revolving credit'' (credit cards and other loans consumers can pay down, reuse, and carry balances on). Upstart has a substantial market opportunity that it has only just begun to tap.</p>\n<p>Potential borrowers can submit a loan application through a bank that uses Upstart's application programming interface (API). Behind the scenes, the company's artificial intelligence is assessing the proposed loan, looking at more than 1,000 data points to provide a decision instantly (in most cases).</p>\n<p>Upstart's algorithm has the ability to assess a borrower based on nontraditional metrics. For example, it accounts for a borrower's education and where they went to school, in addition to their job history, rather than just on income and assets. The company claims its decision process can reduce default rates by 75%. In fact, it boasts 173% <i>more</i> approvals for the same overall loan loss rate.</p>\n<h2>Priced for perfection</h2>\n<p>Banks are usually valued methodically, using metrics like tangible book value and earnings per share. Investors have decades' worth of historical earnings and valuations to work with when assessing financial institutions. New technology makes the process a bit different -- investors don't have the same history to study, and disruptive companies can therefore be difficult to value.</p>\n<p>At the moment, Upstart is trading like a growth-oriented tech company, and this <i>could </i>be warranted since it's effectively a software business.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Year</p></th>\n   <th><p>Revenue</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>2018</p></td>\n   <td><p>$99 million</p></td>\n  </tr>\n  <tr>\n   <td><p>2019</p></td>\n   <td><p>$164 million</p></td>\n  </tr>\n  <tr>\n   <td><p>2020</p></td>\n   <td><p>$233 million</p></td>\n  </tr>\n  <tr>\n   <td><p>Q1 2021</p></td>\n   <td><p>$121 million</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company filings.</p>\n<p>At Wednesday's prices, Upstart has a market cap over $11 billion, with full-year 2020 net income of $6 million. The company beat that total in this year's first quarter, with a net income of $10.1 million, so you can see how fast it's growing. However, it will likely need to earn significantly more for its current valuation to remain at these lofty levels.</p>\n<p>The company expects to earn $500 million in revenue in 2021 -- which would represent 114% in yearly revenue growth -- and based on the Q1 result, this could translate to over $40 million in net income.</p>\n<p>For the company to keep up this pace, it will most likely need new catalysts, and it likely has them.&nbsp;Upstart is now offering its platform technology to auto financiers, to capture a piece of the single largest lending segment after housing. Total auto loans in the U.S. grew to $1.37 trillion in 2020, and car shortages have led to higher prices and pent up demand across the board.</p>\n<p>The company has trailing 12-month revenue of $290 million, so the stock currently trades at a revenue multiple of roughly 38 times. That's higher than <b>Tesla</b>'s! With the growth opportunities Upstart is expecting, the company has the opportunity to grow its way into a less intimidating multiple over the next few years.&nbsp;But if you're buying it today, Upstart <i>must</i> deliver.</p>\n<h2>Looking forward</h2>\n<p>Upstart is showing promising growth in originations, with $1.73 billion in Q1, up 102% year over year on 169,750 total loans. This is <a href=\"https://laohu8.com/S/AONE\">one</a> of the best metrics to measure the company's performance, as it translates directly to revenue. Since the company's algorithm instantly and automatically approved 71% of those loans, the scalability of this business is potentially enormous.</p>\n<p>If the company continues to deliver growth in net income, its stock will likely remain buoyant -- although the risk to the valuation <i>might </i>be to the downside, depending how fast that growth is. The question for investors is whether there is enough upside potential from here to warrant that risk. Upstart is guiding for a similar amount of net income in the second quarter as it delivered in Q1, putting the company on track to generate less than $50 million this year. That might not be enough to sustain its current market cap.</p>\n<p>However, for investors with a five-year time horizon (or more), Upstart could present a strong growth opportunity.</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>What You Should Know About Upstart Holdings' Valuation</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\">\nWhat You Should Know About Upstart Holdings' Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 23:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/02/what-you-should-know-about-upstart-holdings-valuat/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When it comes to lending money, the fundamentals haven't changed much over the years. Banks typically want to see a steady income, responsible spending habits, and an item of security -- like a house ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/02/what-you-should-know-about-upstart-holdings-valuat/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/06/02/what-you-should-know-about-upstart-holdings-valuat/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140448417","content_text":"When it comes to lending money, the fundamentals haven't changed much over the years. Banks typically want to see a steady income, responsible spending habits, and an item of security -- like a house or a car -- before writing loans. Technology has improved the process significantly, and it continues to evolve to provide more information to lenders and more options for consumers.\nUpstart Holdings (NASDAQ:UPST) is all-digital lending platform with an artificial intelligence model that measures alternative metrics when assessing a potential borrower. The company uses the technology to help originate loans for lenders, and its business model is already delivering profits. Its valuation, though, has ballooned as enthusiastic investors bet heavily on the stock -- and it could take years for profits to catch up. Is it still worth an investment today?\nImage Source: Getty Images.\nHow it works\nUpstart partners with banks that write unsecured loans, to borrowers who might have a moderate to low income and might be used to paying higher interest rates. Some of its offerings include personal loans, wedding loans, credit card consolidation, and car loans. The annual percentage rate (interest) for an Upstart loan is in the 8.27% to 35.99% range, depending on the product.\nTotal non-housing consumer debt in the U.S. stood at more than $4.1 trillion in Q1, including about $745 billion in ''revolving credit'' (credit cards and other loans consumers can pay down, reuse, and carry balances on). Upstart has a substantial market opportunity that it has only just begun to tap.\nPotential borrowers can submit a loan application through a bank that uses Upstart's application programming interface (API). Behind the scenes, the company's artificial intelligence is assessing the proposed loan, looking at more than 1,000 data points to provide a decision instantly (in most cases).\nUpstart's algorithm has the ability to assess a borrower based on nontraditional metrics. For example, it accounts for a borrower's education and where they went to school, in addition to their job history, rather than just on income and assets. The company claims its decision process can reduce default rates by 75%. In fact, it boasts 173% more approvals for the same overall loan loss rate.\nPriced for perfection\nBanks are usually valued methodically, using metrics like tangible book value and earnings per share. Investors have decades' worth of historical earnings and valuations to work with when assessing financial institutions. New technology makes the process a bit different -- investors don't have the same history to study, and disruptive companies can therefore be difficult to value.\nAt the moment, Upstart is trading like a growth-oriented tech company, and this could be warranted since it's effectively a software business.\n\n\n\nYear\nRevenue\n\n\n\n\n2018\n$99 million\n\n\n2019\n$164 million\n\n\n2020\n$233 million\n\n\nQ1 2021\n$121 million\n\n\n\nData source: Company filings.\nAt Wednesday's prices, Upstart has a market cap over $11 billion, with full-year 2020 net income of $6 million. The company beat that total in this year's first quarter, with a net income of $10.1 million, so you can see how fast it's growing. However, it will likely need to earn significantly more for its current valuation to remain at these lofty levels.\nThe company expects to earn $500 million in revenue in 2021 -- which would represent 114% in yearly revenue growth -- and based on the Q1 result, this could translate to over $40 million in net income.\nFor the company to keep up this pace, it will most likely need new catalysts, and it likely has them. Upstart is now offering its platform technology to auto financiers, to capture a piece of the single largest lending segment after housing. Total auto loans in the U.S. grew to $1.37 trillion in 2020, and car shortages have led to higher prices and pent up demand across the board.\nThe company has trailing 12-month revenue of $290 million, so the stock currently trades at a revenue multiple of roughly 38 times. That's higher than Tesla's! With the growth opportunities Upstart is expecting, the company has the opportunity to grow its way into a less intimidating multiple over the next few years. But if you're buying it today, Upstart must deliver.\nLooking forward\nUpstart is showing promising growth in originations, with $1.73 billion in Q1, up 102% year over year on 169,750 total loans. This is one of the best metrics to measure the company's performance, as it translates directly to revenue. Since the company's algorithm instantly and automatically approved 71% of those loans, the scalability of this business is potentially enormous.\nIf the company continues to deliver growth in net income, its stock will likely remain buoyant -- although the risk to the valuation might be to the downside, depending how fast that growth is. The question for investors is whether there is enough upside potential from here to warrant that risk. Upstart is guiding for a similar amount of net income in the second quarter as it delivered in Q1, putting the company on track to generate less than $50 million this year. That might not be enough to sustain its current market cap.\nHowever, for investors with a five-year time horizon (or more), Upstart could present a strong growth opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113591327,"gmtCreate":1622624098469,"gmtModify":1704187536991,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/113591327","repostId":"1182886492","repostType":4,"repost":{"id":"1182886492","pubTimestamp":1622604857,"share":"https://ttm.financial/m/news/1182886492?lang=&edition=fundamental","pubTime":"2021-06-02 11:34","market":"hk","language":"en","title":"30 Top Stock Picks That Billionaires Love","url":"https://stock-news.laohu8.com/highlight/detail?id=1182886492","media":"Nasdaq","summary":"It's always interesting to see what billionaire investors are doing with their money. Sure, you can't match their gains simply by copying every single one of their stock picks, but it can still be helpful  to know what they've been up to.Consider that the billionaires, hedge funds and big-time advisories listed below have a great deal at stake. And their resources for research, as well as their intimate connections to insiders and others, can give them unique insight into their stock picks.Study","content":"<p>It's always interesting to see what billionaire investors are doing with their money. Sure, you can't match their gains simply by copying every single one of their stock picks, but it can still be helpful (and fruitful) to know what they've been up to.</p><p>Consider that the billionaires, hedge funds and big-time advisories listed below have a great deal at stake. And their resources for research, as well as their intimate connections to insiders and others, can give them unique insight into their stock picks.</p><p>Studying which stocks they're chasing with their capital (or whichstocks the billionaires are selling off, for that matter) can be an edifying exercise for retail investors.</p><p>After all, there's a reason the rich get richer.</p><p><b>Here are 30 of the most recent top stock picks from the billionaire class.</b>In each case, at least one billionaire – be it a person, hedge fund or advisory – has a substantial stake and/or added to its holdings. In most cases, these stocks are owned by multiple billionaire investors and billionaire investor firms. And while several of these investments are popular blue chips, others keep a much lower profile.</p><p>Either way, the smart money isn't kidding around when it comes to these stock picks.</p><p>Prices are as of May 28. Data is courtesy of S&amp;P Global Market Intelligence, WhaleWisdom.com&nbsp;and regulatory filings made with the Securities and Exchange Commission. Stocks are ranked in reverse order of their weight in the selected billionaire investor's equity portfolio.</p><p>Walmart</p><ul><li><b>Market value:</b>$400.0 billion</li><li><b>Billionaire investor:</b>Ray Dalio (Bridgewater Associates)</li><li><b>Percent of portfolio:</b>4.3%</li></ul><p>Ordinarily, we look for stocks that account for at least 5% of a billionaire investor's portfolio before including them on this list, but Bridgewater Associates' interest in<b>Walmart</b>(WMT, $142.03) is sort of a special case.</p><p>Legendary investor Ray Dalio's massive hedge fund – it has $223 billion in assets under management (AUM) – has nearly 11% of its portfolio sitting in an S&amp;P 500 index fund. Indeed, the SPDR S&amp;P 500 ETF (SPY), with its 0.0945% expense ratio, is Bridgewater's largest holding.</p><p>The fund's second-largest holding is<i>also</i>an ETF. The Vanguard Emerging Markets ETF (VWO) accounts for 5.1% of the hedge fund's total portfolio value.</p><p>So it's something of a feather in Walmart's cap that the world's largest retailer and Dow Jones Industrial Average component happens to be tops among Dalio's actual stock picks.</p><p>Indeed, in the first quarter of 2021, Bridgewater upped its WMT stake by 16%, or 512,347 shares. The total stake of 3.6 million shares, worth $487.8 million at the end of Q1, now accounts for 4.3% of Bridgewater's total portfolio value.</p><p>Note well that Dalio, whose net worth is estimated at $20.3 billion, according to Forbes, is a big fan of Dow stocks and ETFs. In addition to WMT at No. 3, Bridegwater's top 10 holdings include stakes in Procter &amp; Gamble (PG), Coca-Cola (KO) and Johnson &amp; Johnson (JNJ), as well as the SPDR Gold Trust ETF (GLD) and the iShares Core MSCI Emerging Markets ETF (IEMG).</p><p>Amazon.com</p><ul><li><b>Market value:</b>$1.6 trillion</li><li><b>Billionaire investor:</b>Stephen Mandel (Lone Pine Capital)</li><li><b>Percent of portfolio:</b>5.4%</li></ul><p>Hedge-fund legend Stephen Mandel stepped back from managing investments at Lone Pine Capital a couple years back, but he remains a managing director at the firm, and it still runs very much in his image.</p><p>That's probably a good thing, given that Mandel's investing acumen allowed him to accumulate a net worth of nearly $4 billion, per Forbes.</p><p>Lone Pine – based in the hedge-fund capital of the world, Greenwich, Connecticut – lists more than $27.5 billion in managed securities. Lately, it has been putting more cash to work in big-nametechnology stocks, and few get higher accolades from Wall Street analysts than<b>Amazon.com</b>(AMZN, $3,223.07).</p><p>Indeed, analysts say AMZN is one of thebest Nasdaq stocks you can buy, giving it a high conviction consensus recommendation of Strong Buy. That's due in no small part to the fact that they expect Amazon to generate average annual earnings per share growth of almost 35% over the next three to five years – this despite the fact that the e-commerce giant is already a $1.6 trillion company.</p><p>Lone Pine upped its bet on AMZN by 87%, or 224,618 shares, in the first quarter, bringing its total holdings to 481,744 shares. That stake, which was worth $1.5 billion at the end of Q1, accounts for 5.4% of Lone Pine's total portfolio value, making it fifth among the hedge fund's stock picks.</p><p>Danaher</p><ul><li><b>Market value:</b>$182.7 billion</li><li><b>Billionaire investor:</b>Tran Capital Management</li><li><b>Percent of portfolio:</b>5.4%</li></ul><p>Tran Capital Management, a hedge fund based in San Rafael, California, is incrementally more bullish on the life sciences industry.</p><p>Tran, with $1.1 billion in AUM, added 2,001 shares to its stake in<b>Danaher</b>(DHR, $256.14), which makes a variety of instruments and diagnostics equipment to support medical, industrial and commercial processes.</p><p>Tran now holds a total of 267,376 shares, which were worth $60.1 million at the end of Q1. The DHR stake is Tran's fourth-largest holding, accounting for 5.4% of its stock portfolio value. The hedge fund has been an investor in DHR since the first quarter of 2014, though even with the latest purchase, it still currently owns just 0.04% of the company's shares outstanding.</p><p>The Street is likewise bullish on this healthcare name, which stands to benefit from the pharmaceutical industry's ongoing efforts against the novel coronavirus. Indeed, analysts' consensus recommendation on DHR comes to Buy, according to S&amp;PGlobal MarketIntelligence.</p><p>\"We believe that Danaher is well positioned to help biopharma companies develop new medicines, including treatments and vaccines for COVID-19,\" writes Argus Research analyst David Toung, who rates DHR at Buy. \"We expect recent strong customer demand to be sustained over the remainder of 2021.\"</p><p>Abbott Laboratories</p><ul><li><b>Market value:</b>$207.3 billion</li><li><b>Billionaire investor:</b>Polen Capital Management</li><li><b>Percent of portfolio:</b>5.6%</li></ul><p>Polen Capital Management's top four stock picks are a who's who of hot-growth, mega-cap tech stocks: Facebook (FB), Microsoft (MSFT), Google-parent Alphabet's Class C shares (GOOG) and Adobe (ADBE).</p><p>So it's kind of neat to see that the hedge fund's fifth-largest position is an income investor's dream.</p><p><b>Abbott Laboratories</b>(ABT, $116.65) is as stalwart a divided payer as they come. It's a member of the S&amp;P Dividend Aristocrats, an index ofdividend stocks that have increased their payouts annually for at least 25 consecutive years.</p><p>ABT, which manufactures a wide variety of healthcare goods, such as branded generic drugs, medical devices and nutrition and diagnostic products, has hiked its dividend for 49 years and counting. The last increase came in December: a whopping 25% improvement to 45 cents per share.</p><p>Polen, a hedge fund based in Boca Raton, Florida, with AUM of more than $46 billion, has owned a stake in ABT since the third quarter of 2019. Most recently, it upped its position by 1%, or 220,118 shares. Polen's total of 20.7 million shares was worth $2.5 billion at the end of Q1, and accounted for 5.6% of its portfolio value.</p><p>Importantly, Polen owns 1.2% of Abbott Lab's shares outstanding, putting it among the company's 15 largest investors.</p><p>UnitedHealth Group</p><ul><li><b>Market value:</b>$388.7 billion</li><li><b>Billionaire investor:</b>Allen Investment Management</li><li><b>Percent of portfolio:</b>5.7%</li></ul><p><b>UnitedHealth Group</b>(UNH, $411.92) is a hedge-fund favorite, and Wall Street gives it high marks too.</p><p>As the largest health insurer by both market value and revenue – and a member of the Dow Industrials to boot – UNH is sort of a must-have stock for institutional investors seeking broad exposure to the healthcare sector.</p><p>Meanwhile, analysts' consensus recommendation on the name comes to Buy. Of the 27 analysts covering the stock tracked by S&amp;P Global Market Intelligence, 16 rate UNH at Strong Buy, six say Buy, three have it at Hold and one calls it a Sell.</p><p>\"With the increase in Covid-19 vaccinations, we expect medical utilization patterns to return to normal levels, while at the same time we anticipate higher utilizations resulting from missed medical visits and delayed electives,\" writes CFRA Research analyst Sel Hardy, who rates the stock at Strong Buy.</p><p>So it's only fitting that Allen Investment Management, a New York hedge fund with $9.3 billion in AUM, upped its stake in UNH by 2%, or 21,086 shares, during the first quarter.</p><p>At 5.7% of the portfolio, UNH is the fund's third-largest position, trailing only Allen stock picks Alphabet Class C shares and Facebook. The hedge fund's stake of 990,525 shares was worth $368.5 million at the end of the first quarter.</p><p>Gaming and Leisure Properties</p><ul><li><b>Market value:</b>$10.8 billion</li><li><b>Billionaire investor:</b>Gates Capital Management</li><li><b>Percent of portfolio:</b>6.0%</li></ul><p>Gates Capital Management is a fan of one of Wall Street pros' favorite Nasdaq stocks. The New York hedge fund with $3 billion in AUM upped its stake in<b>Gaming and Leisure Properties</b>(GLPI, $46.36) by 35%, or more than 1 million shares, during the first quarter.</p><p>Gates Capital now holds 3.9 million shares in thisreal estate investment trust (REIT)– a stake worth $165.6 million as of March 31.</p><p>Analysts like this casino real estate play thanks to both a snazzy dividend yield and attractive growth prospects coming out of the pandemic. The company, whose properties include the Belle of Baton Rouge and Argosy Casino Riverside in Missouri, collected 100% of its rents in 2020.</p><p>Mizuho Securities initiated coverage of Gaming and Leisure Properties at Buy in late March, citing its unique attributes in an industry set to benefit from a recovery in consumer spending and gaming revenue.</p><p>\"GLPI is the most diversified of the three Gaming REITs, with strong underlying tenant credit and structural lease enhancements, resulting in a lower-risk platform that we believe is under-appreciated by the market,\" writes Mizuho analyst Haendel St. Juste.</p><p>Analysts' consensus recommendation on the name stands at Strong Buy, according to S&amp;P Global Market Intelligence.</p><p>The bull case for GLPI makes it easy to understand why Gates Capital increased its exposure to a stock it first bought back in 2013. The hedge fund holds 1.7% of GLPI's shares outstanding, making it the REIT's 12th largest investor.</p><p>S&amp;P Global</p><ul><li><b>Market value:</b>$91.4 billion</li><li><b>Billionaire investor:</b>Chris Hohn (TCI Fund Management)</li><li><b>Percent of portfolio:</b>6.0%</li></ul><p>Activist investor Chris Hohn has made quite a name for himself with The Children's Investment Fund Management – more commonly known as TCI Fund Management. Indeed, the London-based investor has parlayed his many stock picks into a personal net worth of $5.9 billion, per Forbes.</p><p>TCI, with more than $34 billion in managed securities, made a handful of moves in Q1, and none was bigger in percentage terms than its doubling down (and then some) on<b>S&amp;P Global</b>(SPGI, $379.47).</p><p>Hohn increased the fund's stake in SPGI by 147% – by far its largest addition of the quarter in percentage terms – adding 3.5 million shares. TCI now owns 5.9 million shares in the company behind S&amp;P Global Ratings, S&amp;P Global Market Intelligence and S&amp;P Global Platts.</p><p>The stake, worth $2.1 billion at the end of Q1, accounts for 6.0% of TCI's portfolio value, and gives Hohn ownership of 2.4% of S&amp;P's shares outstanding. That makes TCI the company's sixth-largest shareholder.</p><p>Although most investors probably know S&amp;P for its majority stake in S&amp;P Dow Jones Indices – which maintains the benchmark S&amp;P 500 index and the blue-chip Dow Jones Industrial Average – it's also a central player in corporate and financial analytics, information and research.</p><p>Dedicated long-term income investors probably already know thatSPGI happens to be a Dividend Aristocrat. The company has increased its dividend annually for nearly half a century.</p><p>AbbVie</p><ul><li><b>Market value:</b>$199.9 billion</li><li><b>Billionaire investor:</b>Avidity Partners Management</li><li><b>Percent of portfolio:</b>6.3%</li></ul><p><b>AbbVie</b>(ABBV, $113.20) was spun off from the above-mentioned Abbott Laboratories in 2013. It too, is a Dividend Aristocrat, having lifted its dividend annually for almost half a century.</p><p>Consumers best know the pharma firm for Humira, a blockbuster drug for rheumatoid arthritis that has been approved for numerous other ailments. AbbVie also makes cancer drug Imbruvica, as well as testosterone replacement therapy AndroGel.</p><p>Avidity Partners Management, a Dallas hedge fund with AUM of $6.2 billion, focuses primarily on stock picks in the healthcare sector, and it has been a fan of AbbVie since the fourth quarter of 2019. Most recently, it upped its stake in the pharma giant by 53%, or 721,200 shares. Avidity now holds a total of nearly 2.1 million shares in ABBV, worth $225 million at the end of Q1.</p><p>At 6.3% of its equity portfolio, AbbVie is Avidity's single largest position. That's up from 4.7% about three months ago.</p><p>The Street is a solid fan of ABBV, too. Analysts' consensus recommendation stands at Buy, with 11 Strong Buy ratings, six Buys and five Hold calls. One analyst has a Sell recommendation on the stock.</p><p>\"AbbVie is developing new growth drivers to help offset slowing sales of Humira, still its largest product by revenue,\" writes Argus Research analyst David Toung, who rates the stock at Buy. \"We expect continued strong growth from the oncology portfolio and newer immunology drugs in 2021.\"</p><p>Applied Materials</p><ul><li><b>Market value:</b>$126.2 billion</li><li><b>Billionaire investor:</b>Bristol Gate Capital Partners</li><li><b>Percent of portfolio:</b>6.3%</li></ul><p>Bristol Gate Capital Partners, a Toronto hedge fund with AUM of $1.7 billion, initiated a position in<b>Applied Materials</b>(AMAT, $138.13) in the first quarter.</p><p>And what a commitment it was. The new purchase of 783,931 shares, worth $105 million at the end of Q1, vaulted the position to Bristol Gate's top holding, accounting for 6.3% of its portfolio.</p><p>Applied Materials, which provides manufacturing equipment and technology to the semiconductor industry, is an allied play on the global chip shortage. Indeed, relentless demand for semiconductors from a wide range of industries has helped AMAT stock jump about 60% for the year-to-date.</p><p>The Street is heavily bullish on the name, too. Analysts' consensus recommendation stands at Buy, according to S&amp;P Global Market Research. The high opinion stems in part from the Street's forecast for EPS to increase at an average annual rate of nearly 19% over the next three to five years.</p><p>\"We believe underlying secular drivers are robust, broad-based and multi-year in nature,\" writes B. Riley analyst Craig Ellis, who rates AMAT at Buy.</p><p>Johnson &amp; Johnson</p><ul><li><b>Market value:</b>$445.7 billion</li><li><b>Billionaire investor:</b>ACR Alpine Capital Research</li><li><b>Percent of portfolio:</b>6.3%</li></ul><p>ACR Alpine Capital Research, a large advisory with $2.5 billion in AUM, has been a long-time fan of blue-chip<b>Johnson &amp; Johnson</b>(JNJ, $169.25). The St. Louis-based asset manager first invested in the Dow stock at the end of 2010, and it added incrementally to the position in Q1.</p><p>ACR upped its stake in the multifaceted pharma giant by 1%, or 8,790 shares, bringing its total holdings to 704,842 shares. The stake, worth $115.8 million at quarter's end, is at the tail end of the advisory's top 10 stock picks, taking up 6.3% of ACR's total portfolio value.</p><p>Analysts have a consensus recommendation of Buy on JNJ. Among the arguments in favor of the stock, bulls point to its strong pharmaceutical pipeline, as well as a rebound in demand for medical devices as patients undergo elective procedures put off during the pandemic.</p><p>\"We expect the recovery in elective procedures and patient visit volumes to accelerate as the pandemic is starting to get under control in the U.S., which should result in a strong recovery in Medical Devices sales and solid growth in Pharma revenues,\" writes CFRA Research analyst Sel Hardy, who rates shares at Buy.</p><p>Investors and analysts alike no doubt also appreciate the company's commitment to delivering income to investors. JNJ announced a 5% quarterly dividend increase in April 2021, to $1.06 per share from $1.01 per share. That marked this Dividend Aristocrat's 59th consecutive year of dividend increases.</p><p>Xilinx</p><ul><li><b>Market value:</b>$31.2 billion</li><li><b>Billionaire investor:</b>Canyon Capital Advisors</li><li><b>Percent of portfolio:</b>7.0%</li></ul><p>Canyon Capital Advisors, with AUM of $20.9 billion, has propelled founders Joshua Friedman and Mitchell Julis to Forbes' list of highest-earning hedge fund millionaires.</p><p>So it's of interest that the Los Angeles-based fund significantly pared back on its two largest stock picks in Q1 – while greatly increasing its bet on chipmaker<b>Xilinx</b>(XLNX, $127.00).</p><p>In October 2020, Advanced Micro Devices (AMD) and Xilinx announced a deal in which AMD would acquire the latter in an all-stock transaction valued at $35 billion.</p><p>Canyon first bought shares in Xilinx in the fourth quarter of 2020, at which point the stake accounted for 4.6% of the fund's portfolio value. Then in Q1, Canyon upped its XLNX holdings by 89%, or 672,829 shares.</p><p>The hedge fund's total stake of 1.4 million shares, worth $176.3 million at the end of Q1, now accounts for 7.0% of its portfolio value.</p><p>Canyon, with ownership of 0.58% of XLNX's shares outstanding, is a top-30 stockholder in the soon-to-be-acquired company. AMD and Xilinx expect their deal to close at the end of 2021.</p><p>Analysts' consensus recommendation on XLNX stands at Hold, pending the deal close. They do, however, rate AMD at Buy, and generally applaud the strategic rationale of merging the two chipmakers' complementary assets.</p><p>D.R. Horton</p><ul><li><b>Market value:</b>$34.4 billion</li><li><b>Billionaire investor:</b>George Soros (Soros Fund Management)</li><li><b>Percent of portfolio:</b>7.4%</li></ul><p>Legendary hedge-fund tycoon George Soros, with an estimated net worth of $8.6 billion, per Forbes, today spends his days running Soros Fund Management.</p><p>The New York-based family office – a sort of private hedge fund – has $5.3 billion in AUM, and one of its biggest stock picks is a bet on the severe shortage of new homes for sale.</p><p>Soros first took a stake in homebuilder<b>D.R. Horton</b>(DHI, $95.29) during the first quarter of 2019, and he apparently remains bullish on the outlook. After all, the billionaire increased his DHI stake by 19%, or 703,850 shares, in the first quarter.</p><p>Soros Fund Management's most recent investment makes DHI its second-largest holding, at 7.4% of the portfolio. The stake of 4.4 million shares – worth $392.8 million at the end of Q1 – equals 1.2% of the homebuilder's shares outstanding. As such, Soros Fund Management is D.R. Horton's 15th largest shareholder.</p><p>With a consensus recommendation of Buy, per S&amp;P Global Market Intelligence, the Street is also bullish on the name.</p><p>\"With inventory constraints growing across the industry and buyer demand still nearly insatiable, we think DHI remains in an extraordinarily strong position to gain further market share and leverage its sector-leading scale,\" writes Raymond James analyst Buck Horne, who rates shares at Outperform (the equivalent of Buy).</p><p>Microsoft</p><ul><li><b>Market value:</b>$1.9 trillion</li><li><b>Billionaire investor:</b>Chase Coleman III (Tiger Global Management)</li><li><b>Percent of portfolio:</b>7.4%</li></ul><p>Hedge-fund legend Chase Coleman III, with a net worth of $10.3 billion, according to Forbes, upped his bet on<b>Microsoft</b>(MSFT, $249.68) in the first quarter of 2021.</p><p>And he did so in a compelling fashion.</p><p>Coleman's Tiger Global Management ($79 billion AUM) increased its stake in MSFT by 15%, or 1.8 million shares, in the first three months of the year. The hedge fund now owns a total of 13.7 million shares, worth $3.2 billion at the end of Q1.</p><p>The MSFT stake, which accounts for 7.4% of Tiger Global's portfolio value, is second only to its bet on Chinese e-commerce company JD.com (JD), which is top among Coleman's stock picks at 9.9% of the portfolio.</p><p>Tiger Global first bought MSFT in the fourth quarter of 2016, and adding to the stake certainly makes sense. Wall Street analysts mostly adore this component of the Dow Jones Industrial Average.</p><p>After all, MSFT – the second-largest U.S. company by market value after Apple (AAPL) – lands among the pro's11 best Nasdaq stocks you can buy. Analysts' consensus recommendation on MSFT comes to Strong Buy, with 26 Strong Buy calls, 11 Buys and one Hold rating.</p><p>Tesla</p><ul><li><b>Market value:</b>$602.3&nbsp;billion</li><li><b>Billionaire investor:</b>Ark Invest</li><li><b>Percent of portfolio:</b>7.6%</li></ul><p>Ark Invest features prominently in the financial news these days, thanks to the strong performance of several of its actively managed exchange-traded funds.</p><p>Indeed, as Kiplinger has noted, 2020 was the year of Cathie Wood, CEO and founder of Ark Invest, who steered its then-five separate actively managed innovation-themed funds to the ranks ofthe best-performing equity ETFsof the year.</p><p>In addition to ETFs, Ark offers managed accounts and other products and services aimed at high net worth investors. Thanks to the various products and services it offers, the firm has amassed more than $55 billion in AUM.</p><p>So it says something when Ark's single-largest holding is<b>Tesla</b>(TSLA, $625.22) – especially since the firm is increasing its exposure to the electric vehicle maker at an accelerating pace.</p><p>Ark boosted its TSLA position by 39%, or 1.7 million shares, during the first quarter of 2021. The stake, which accounts for 7.6% of Ark Investment Management's equity portfolio, was worth nearly $4 billion at the end of Q1.</p><p>It's not hard to see why Wood likes TSLA so much. Her investment approach focuses on innovation, and Tesla, led by the mercurial Elon Musk, is nothing if not innovative.</p><p>Comcast</p><ul><li><b>Market value:</b>$263.4 billion</li><li><b>Billionaire investor:</b>Rothschild &amp; Company Wealth Management UK</li><li><b>Percent of portfolio:</b>9.0%</li></ul><p>Rothschild &amp; Company Wealth Management UK, a London-based hedge fund with $16.4 billion in AUM, is increasingly bullish on<b>Comcast</b>(CMCSA, $57.34).</p><p>Welcome to the club.</p><p>The nation's largest cable company regularly makes the list ofhedge funds' favorite stock picks. That's because its combination of content, broadband, pay TV, theme parks and movies is unparalleled by rivals, and gives thisblue-chip stocka huge strategic advantage.</p><p>CMCSA's diversification came in especially handy last year when the pandemic walloped theme parks, cinemas and spending on advertising.</p><p>\"While the pandemic has materially impacted Comcast, the company's steady cable division continues to provide vital connectivity for its large base of 23 million subscribers,\" writes Argus Research analyst Joseph Bonner (Buy).</p><p>Rothschild first bought shares in the cable operator in the first quarter of 2019, and most recently upped its bet by 2%, or 194,324 shares. The hedge fund's total holdings of 9.2 million shares, worth $500.2 million at the end of Q1, accounted for 9.0% of its portfolio. CMCSA is now Rothchild's sixth-largest position.</p><p>Analysts' consensus recommendation on the stock comes to Buy, per S&amp;P Global Market Intelligence, with 20 Strong Buy ratings, nine Buys, four Holds and one Strong Sell. The Street expects the company to deliver average annual EPS growth of nearly 16% over the next three to five years.</p><p>Aptiv</p><ul><li><b>Market value:</b>$40.7 billion</li><li><b>Billionaire investor:</b>Caxton Associates</li><li><b>Percent of portfolio:</b>9.4%</li></ul><p>Billionaire philanthropist Bruce Kovner, with an estimated net worth of $6.6 billion, retired from his management role at Caxton Associates a decade ago. But the hedge fund he founded continues to rake in the bucks with his global macroeconomic trading strategies.</p><p>Indeed, Caxton last year closed its flagship fund to new money after posting record 40% gains during the pandemic. And the firm shows no signs of slowing down.</p><p>Caxton, with AUM of $25.7 billion, has owned<b>Aptiv</b>(APTV, $150.42) since the first quarter of 2019, but it really went all in earlier this year.</p><p>Caxton upped its stake in APTV by 61%, or 285,618 shares. Indeed, the purchase made APTV the fund's top stock pick, accounting for 9.4% of the portfolio, up from 4.2% three months ago. Caxton's 747,843 shares were worth $103.1 million at the end of Q1.</p><p>Shares in Aptiv, which makes safety, connectivity and green technology for vehicles, have essentially doubled over the past 52 weeks, and analysts say they have more room to run.</p><p>\"Aptiv indeed is not only benefitting from accelerating industry adoption of vehicle electrification, advanced driver-assistance systems, and connected vehicle technologies, but also achieving dominant win rates in several of these areas based on its complete system knowledge, and software-based flexible architectures,\" writes Deutsche Bank analyst Emmanuel Rosner (Buy).</p><p>Adobe</p><ul><li><b>Market value:</b>$241.2 billion</li><li><b>Billionaire investor:</b>Atalan Capital Partners</li><li><b>Percent of portfolio:</b>9.6%</li></ul><p>Atalan Capital Partners, a New York hedge fund with AUM of $2 billion, boosted its stake in<b>Adobe</b>(ADBE, $504.58) in Q1, which vaulted the software company into the No. 2 spot among its stock picks.</p><p>Atalan increased its holdings by 38%, or 82,000 shares, in Q1, lifting its total stake to 295,000 shares worth $140.2 million as of March 31. The position accounts for 9.6% of the portfolio.</p><p>Atalan first picked up ADBE in the second quarter of 2020, which was not the best timing. Shares are up just about 16% since June 30 of last year, lagging the S&amp;P 500 by roughly 20 percentage points.</p><p>That's not to say ADBE stock won't continue to be a winner in the longer run. Analysts tend to be heavily bullish on the name, thanks to its dominance in its field. After all, Adobe is the undisputed leader in making software for designers and other creative types. Its software arsenal includes Photoshop, Premiere Pro for video editing and Dreamweaver for website design, among others.</p><p>\"As a result of its early-mover position and strategic M&amp;A transactions, Adobe has established itself as the unchallenged leader in Creative software,\" writes Stifel analyst Jeffrey Parker Lane (Buy). \"We view Adobe as one of the most compelling investment cases in our coverage areas.\"</p><p>The Street's consensus recommendation stands at Buy, with an annual EPS growth forecast of more than 15% over the next three to five years.</p><p>Thermo Fisher Scientific</p><ul><li><b>Market value:</b>$184.5 billion</li><li><b>Billionaire investor:</b>Cryder Capital Partners</li><li><b>Percent of portfolio:</b>9.7%</li></ul><p><b>Thermo Fisher Scientific</b>(TMO, $469.50), is sometimes called the \"Amazon of the healthcare industry\" because of its wide-ranging portfolio of life sciences products, analytics and laboratory instruments.</p><p>As such, it has been highly active in the fight against COVID-19, which in turn has raised its profile and investor interest. And although TMO has been a holding of Cryder Capital Partners since 2015, the hedge fund remains an incremental buyer.</p><p>London-based Cryder Capital, with $1 billion in AUM, lifted its stake in TMO by 2%, or 6,398 shares, during the first three months of the year. The hedge fund now holds a total of 298,587 shares, worth $136.3 million as of March 31. Despite a high weight of 9.7%, TMO is just seventh largest among the fund's stock picks.</p><p>Analysts' consensus recommendation stands at Strong Buy, according to S&amp;P Global Market Intelligence. Argus Research is just one research shop in the bull camp.</p><p>\"Thermo is seeing strong demand for COVID-19 testing solutions as well as for instruments and supplies used by developers of vaccines and other treatments,\" writes analyst David Toung (Buy). \"But the company is also investing its substantial cash flow in technology upgrades, capacity expansions and acquisitions.\"</p><p>With an average target price of $557.17, the Street gives TMO stock implied upside of about 18% in the next 12 months or so.</p><p>Visa</p><ul><li><b>Market value:</b>$484.8 billion</li><li><b>Billionaire investor:</b>Valley Forge Capital Management</li><li><b>Percent of portfolio:</b>10.2%</li></ul><p><b>Visa</b>(V, $227.30) routinely makes most lists of analysts', hedge funds' or billionaires' favorite stocks.<b>Berkshire Hathaway</b>(BRK.B)owns a stake worth more than $2 billion, although chairman and CEO Warren Buffett readily credits the holding to one of his stock-picking lieutenants.</p><p>And indeed, there is much to like about this Dow stock. Visa operates the world's largest payments network, and thus is well-positioned to benefit from the growth of cashless transactions and digital mobile payments.</p><p>The Street's consensus recommendation is a high-conviction Buy. Of the analysts covering the stock tracked by S&amp;P Global Market Intelligence, 21 call V a Strong Buy, 12 rate it at Buy, four say Hold and one calls it a Sell.</p><p>Valley Forge Capital Management, a hedge fund in Wayne, Pennsylvania, with $1.1 billion in AUM, is certainly a big believer. Visa accounts for 10.2% of its equity portfolio.</p><p>The fund increased its Visa stake by 88%, or 477,181 shares, in Q1. It now holds more than 1 million shares worth $215 million as of March 31. Mind you, Valley Forge Capital is hardly a novice in this stock. The fund has counted Visa among its stock picks since 2016.</p><p>Although the pandemic greatly curtailed spending in a number of Visa's categories – most notably travel and entertainment – those headwinds should now be in the past. Indeed, the gradual global reopening – and accelerating secular growth in cashless payments,&nbsp;helped by the perception that cash is \"dirty\" – make a solid bull case for Visa stock.</p><p>Intel</p><ul><li><b>Market value:</b>$230.7 billion</li><li><b>Billionaire investor:</b>Cavalry Management Group</li><li><b>Percent of portfolio:</b>10.4%</li></ul><p><b>Intel</b>(INTC, $57.12) has fallen far behind the competition on any number of fronts, which is why analysts and investors were so delighted when the chipmaker hired Pat Gelsinger, former CEO of VMWare (VMW), to take over in February.</p><p>Heck, some observers said it was the best decision the troubled company made in more than a decade. And, indeed, this Dow stock has been a disappointing performer. Shares are up just 3% over the past three years vs. a gain of 54% for the S&amp;P 500.</p><p>So props to Cavalry Management Group for making a bold bet on the semiconductor company earlier this year. The San Francisco hedge fund with $2.6 billion in AUM initiated a large enough position to instantly make Intel its top stock pick.</p><p>Cavalry Management bought 1.7 million shares during the first three months of 2021. With a value of $111.6 million at the end of Q1, INTC accounted for more than 10% of the hedge fund's investments.</p><p>Cavalry largely focuses on large-cap tech stocks, so Intel certainly fits well with its broader strategy. Other moves the fund made in Q1 included more than tripling its stake in Microsoft, and almost doubling its holdings in Ericsson (ERIC).</p><p>The Street is generally more cautious on INTC than Cavalry Management is. Analysts' consensus recommendation stands at Hold, per S&amp;P Global Market Intelligence.</p><p>PayPal Holdings</p><ul><li><b>Market value:</b>$305.5 billion</li><li><b>Billionaire investor:</b>Dorsey Asset Management</li><li><b>Percent of portfolio:</b>11.8%</li></ul><p>Digital mobile payments and the expansion of cashless transactions are one of the hottest areas of growth in financial tech. And although the sector offers no shortage of promising new names, old-timer<b>PayPal Holdings</b>(PYPL, $260.02) still gets plenty of analyst – and billionaire investor – love.</p><p>Explosive growth in mobile transactions, the monetization of its Venmo property and incremental revenue growth in its Xoom business all help make for a compelling bull case on PYPL, analysts say.</p><p>\"Simply put, PayPal should continue to benefit from the secular shift to e-commerce that should drive a roughly 20% revenue compound annual growth rate (CAGR), which, coupled with margin expansion and capital allocation (mergers &amp; acquisitions plus stock buybacks), should result in an earnings CAGR north of 20% over the next several years,\" writes Raymond James analyst John Davis, who rates the stock at Outperform (the equivalent of Buy).</p><p>Dorsey Asset Management, with $1.3 billion in AUM, embraces the bull case on PYPL in a big way. The Chicago-based hedge fund increased its stake in PayPal by 81%, or 209,025 shares, in Q1. Its total holdings of 465,266 shares, worth $113 million as of March 31, comprises 11.8% of its stock investments.</p><p>That's up from 7.9% of the portfolio three months ago. PYPL, which Dorsey has owned since the second quarter of 2018, is now its fifth-largest position.</p><p>Analysts' consensus recommendation on the stock stands at Buy, according to S&amp;P Global Market Intelligence.</p><p>Howard Hughes</p><ul><li><b>Market value:</b>$5.8 billion</li><li><b>Billionaire investor:</b>Bill Ackman (Pershing Square Capital)</li><li><b>Percent of portfolio:</b>12.1%</li></ul><p>No one doubts Bill Ackman's investing acumen. His Pershing Square Capital hedge fund has allowed the investor to amass a personal fortune of $3 billion, per Forbes.</p><p>And he's never been one to shy away from the media. So his increasing stake in<b>Howard Hughes Corp.</b>(HHC, $105.83) is far from a state secret. Indeed, Ackman has owned shares in the master-planned community developer since it was spun off from General Growth Properties in 2010.</p><p>Given Ackman's propensity for being anactivist investor, his latest purchase is eyebrow-raising news, nonetheless.</p><p>The hedge-fund billionaire increased his stake in HHC by 23%, or 2.6 million shares, in Q1. Pershing Square's stake of 13.5 million shares was worth $1.3 billion at the first quarter's end.</p><p>Most notably, Ackman now holds almost a quarter of HHC's shares outstanding. That makes the hedge fund the company's largest investor by a wide margin. Asset manager Vanguard, at No. 2, owns just 10.8% of HHC.</p><p>Meanwhile, HHC, at 12.1% of its portfolio, is now Pershing Square Capital's sixth-largest position.</p><p>For those keeping score at home, HHC stock has doubled over the past 52 weeks vs. a gain of about 38% for the S&amp;P 500. For the year-to-date, it's up by more than a third. That compares with the broader market's gain of about 12% so far this year.</p><p>Only three analysts cover HHC, according to S&amp;P Global Market Intelligence. One rates it at Strong Buy, while the other two say Buy.</p><p>Lowe's</p><ul><li><b>Market value:</b>$137.7 billion</li><li><b>Billionaire investor:</b>Two Creeks Capital Management</li><li><b>Percent of portfolio:</b>12.2%</li></ul><p>Two Creeks Capital Management, a New York hedge fund with AUM of $2.8 billion, made a big addition to its stake in<b>Lowe's</b>(LOW, $194.83) in the first quarter – a move most analysts would regard as wise.</p><p>The nation's second-largest home improvement retailer after Home Depot (HD) benefited greatly from the work-from-home/stuck-at-home reality of pandemic life. Analysts say many of the do-it-yourself habits consumers adopted during COVID times are here to stay. Lowe's is also being aided by the ultra-tight housing market.</p><p>The Street gives LOW a consensus recommendation of Buy. Argus Research, which counts itself in the Buy camp, says Lowe's has several strong tailwinds behind it.</p><p>\"We believe that the major drivers of post-pandemic sales growth remain the same,\" writes Argus Research analyst Christopher Graja. \"There has been significant underinvestment in housing. About 70% of U.S. homes are more than 25 years old and likely in need of upgrades and repairs. Millennials are starting families.\"</p><p>Income investors know the power of Lowe's dividend over the longer haul. The Dividend Aristocrat has paid a cash distribution every quarter since going public in 1961, and that dividend has increased annually for almost 60 years.</p><p>The bullish investment thesis led Two Creeks to up its stake in this stock pick by 14%, or 132,811 shares, in Q1. The hedge fund's total stake of 1.1 million LOW shares, worth $200 million at the end of Q1, accounts for 12.2% of its portfolio, representing its third-largest holding.</p><p>Alphabet</p><ul><li><b>Market value:</b>$1.6 trillion</li><li><b>Billionaire investor:</b>Metropolis Capital</li><li><b>Percent of portfolio:</b>13.3%</li></ul><p>It should come as no surprise that hedge funds are big believers in Google parent<b>Alphabet</b>(GOOGL, $2,356,85). Metropolis Capital, a U.K.-based investor with $1.4 billion in AUM, is just one of about 225 hedge funds upping its stake in the internet giant in Q1.</p><p>Metropolis thinks highly enough of the search leader that it increased its stake by 22%, or 13,679 shares. The firm now holds a total of 74,868 shares worth $154.4 million, or 13.3% of its total portfolio, as of March 31.</p><p>Alphabet happens to be in good company at this hedge fund. GOOGL is Metropolis' second-largest stock pick after Berkshire Hathaway (BRK.B).</p><p>If nothing else, Alphabet's pandemic performance in totality bolstered the case that GOOGL is not a one-trick pony. Its numerous other endeavors likewise shore up the case. For example, Alphabet is a key player in cloud-based services, and home to Nest Labs and self-driving car startup Waymo. Artificial intelligence, machine learning and virtual reality are other areas of heavy investment.</p><p>\"We continue to favor Google as a core large-cap growth holding given the strong digital advertising backdrop, continued strength from Cloud, ongoing share repurchases (with the newly authorized $50 billion program) and a reasonable valuation,\" writes Canaccord Genuity analyst Maria Ripps (Buy).</p><p>Analysts' consensus recommendation on the name stands at Strong Buy. Of the 45 analysts issuing opinions on the stock tracked by S&amp;P Global Market Intelligence, 32 rate it at Strong Buy, 12 say Buy and one has it at Hold.</p><p>Walt Disney</p><ul><li><b>Market value:</b>$324.6 billion</li><li><b>Billionaire investor:</b>Kirkoswald Asset Management</li><li><b>Percent of portfolio:</b>16.5%</li></ul><p>Coronavirus took a huge bite out of some of<b>Walt Disney's</b>(DIS, $178.65) most important businesses: namely, its theme parks and studios. But after encouraging quarterly results, analysts say business is set to bounce back in a big way.</p><p>Disneyland and other California amusement parks have reopened with restrictions. And admissions at Florida's Disney World continue to climb.</p><p>\"With mask mandates lifted and capacity constraints loosened further, we would not be surprised to see a step change in attendance in the near future,\" writes Deutsche Bank analyst Bryan Kraft (Buy).</p><p>But that's nothing compared to what DIS has on its hands in thestreaming mediawars.</p><p>Disney+ is a smashing success. The streaming platform, which launched in November 2019, has already amassed almost 100 million subscribers – a staggering rate of growth. Consider that Disney+ now has about half as many subscribers as Netflix (NFLX) – but Netflix had a roughly 12-year head start.</p><p>Kirkoswald Asset Management, a New York hedge fund with AUM of $4 billion, decided to get in on DIS asa recovery stock pickin Q1. It initiated a stake of 5,200 shares, worth almost $1 million, during the first three months of the year.</p><p>The new stake immediately made DIS its second-largest position among $5.8 million in managed securities.</p><p>Most of the Street would approve of Kirkoswald's investment. Analysts have a consensus Buy recommendation on this Dow stock.</p><p>Berkshire Hathaway</p><ul><li><b>Market value:</b>$661.0 billion</li><li><b>Billionaire investor:</b>Southeast Asset Advisors</li><li><b>Percent of portfolio:</b>16.8%</li></ul><p>If you can't beat 'em, join 'em.</p><p>It's hard to compete with Warren Buffett when it comes toasset allocation. As CEO and chairman of<b>Berkshire Hathaway</b>(BRK.B, $289.44), he's arguably the greatest long-term investor of all time.</p><p>So it's little wonder that so many hedge funds, large advisories and other billion-dollar-plus pools of money throw in their lots with the Oracle of Omaha.</p><p>Southeast Asset Advisors, an investment manager and hedge fund based in Thomasville, Georgia, with $1.6 billion in AUM, has been a BRK.B shareholder since 2008. Indeed, BRK.B, at 16.8% of its portfolio, is the fund's top holding.</p><p>And it's only getting bigger.</p><p>Southeast increased its stake in BRK.B by 2%, or 7,747 shares, in Q1. It now holds 365,149 shares worth $93.3 million. Only Alphabet Class C shares (GOOG) come close to the firm's BRK.B stake, accounting for 11.7% of the portfolio.</p><p>BRK.B has been an outstanding performer both in 2021 and over the past 52 weeks. The stock is up 25% for the year-to-date, essentially doubling the S&amp;P 500's gains. And over the past year? BRK.B returned 57% vs. a price increase of less than 40% for the broad-market gauge.</p><p>Only four analysts cover BRK.B stock, per S&amp;P Global Market Intelligence. Their consensus recommendation comes to Buy.</p><p>Alibaba</p><ul><li><b>Market value:</b>$580.4 billion</li><li><b>Billionaire investor:</b>Conifer Management</li><li><b>Percent of portfolio:</b>20.7%</li></ul><p>Conifer Management, a New York hedge fund with $7.7 billion in AUM, has more than a fifth of its portfolio invested in Chinese e-commerce giant<b>Alibaba</b>(BABA, $213.96).</p><p>Indeed, after upping its stake by 147%, or 884,845 shares, in Q1, BABA is Conifer's top holding. Its total stake of 1.5 million shares was worth $336.7 million at the end of the first quarter.</p><p>Conifer initiated its stake in BABA only in the final quarter of last year. To the hedge fund's credit, this stock pick is a highly defensible investment idea.</p><p>Alibaba is sometimes called the Amazon of China. There are important differences between the two, but they do share the enviable trait of being undisputed titans ine-commerce.</p><p>And like Amazon, Alibaba has never shied away from investing heavily to both build out its existing businesses and enter new ones. As a result, BABA finds itself spreading beyond its core e-commerce business into cloud computing, digital payments and more.</p><p>It also helps that BABA and investors can now move past a $2.75 billion fine imposed by Chinese regulators for violating anti-monopoly laws.</p><p>Some analysts worry about decelerating revenue in the company's cloud services business, but the majority of the Street sees recent share-price weakness as a buying opportunity.</p><p>The consensus recommendation of 49 analysts tracked by S&amp;P Global Market Intelligence comes to Strong Buy on BABA stock.</p><p>Mastercard</p><ul><li><b>Market value:</b>$357.4 billion</li><li><b>Billionaire investor:</b>Valley Forge Capital Management</li><li><b>Percent of portfolio:</b>22.6%</li></ul><p>If Valley Forge Capital Management likes Visa – as noted above – it absolutely adores competitor<b>Mastercard</b>(MA, $360.58).</p><p>The Wayne, Pennsylvania-based hedge fund with $1.1 billion in AUM almost doubled its stake in this stock pick in the first quarter. And with more than a fifth of its portfolio tied up in the payments processor, Mastercard is Valley Forge's top holding.</p><p>The hedge fund bought another 665,544 shares, representing a 98% increase, in Q1, bringing its total holdings to 1.3 million shares. The position was worth $477.9 million as of March 31.</p><p>Valley Forge, which owns 0.14% of MA's shares outstanding, has been an investor in the company since 2016. It's a bet that appears to have done quite well. Mastercard stock's five-year total return – price appreciation plus dividends – comes to 30.8%, according to Morningstar data. That beats its sector by 5.7 percentage points and leads the broader market by 13.4 percentage points.</p><p>Like Visa, Mastercard has relentless growth in digital mobile payments and other cashless transactions at its back.</p><p>\"Mastercard is a key beneficiary of the long-term secular shift toward electronic forms of payments, and that new technology is helping accelerate the shift,\" writes William Blair analyst Robert Napoli (Outperform)</p><p>And, just like Visa, MA has a lot of fans on the Street. Analysts' consensus recommendation stands at Buy.</p><p>Facebook</p><ul><li><b>Market value:</b>$932.1 billion</li><li><b>Billionaire investor:</b>Altarock Partners</li><li><b>Percent of portfolio:</b>24.4%</li></ul><p>There's a strong bull case to be made for<b>Facebook</b>(FB, $328.73), the social media giant that forms a digital-ad duopoly with Google. Just ask Altarock Partners.</p><p>This hedge fund, based in Beverly, Massachusetts, with AUM of $3.1 billion, has almost a quarter of its portfolio socked away in Facebook stock. After buying another 465,800 shares, a 27% increase, in Q1, the hedge fund is sitting on 2.2 million shares worth $641.4 million as of March 31.</p><p>That makes FB Altarock's second-largest holding.</p><p>And just who is at No. 1?</p><p>None other than Google parent Alphabet, which commands 25.1% of Altarock's investment portfolio.</p><p>The hedge fund first bought FB in the fourth quarter of last year, so it's building up its position on the stock pick pretty rapidly. And well it should, if analysts are right about this name.</p><p>The Street's consensus recommendation on FB stands at Strong Buy, as analysts forecast the company to deliver truly impressive profit growth for some time.</p><p>\"We believe Facebook's share gains during the pandemic and new initiatives in e-commerce can drive many years of above-market growth,\" writes Stifel analyst John Egbert (Buy). \"We are comfortable with the potential outcomes of antitrust inquiries and believe FB shares offer investors a rare combination of growth and value relative to its peers.\"</p><p>Seagen</p><ul><li><b>Market value:</b>$28.2 billion</li><li><b>Billionaire investor:</b>Felix and Julian Baker (Baker Bros. Advisors)</li><li><b>Percent of portfolio:</b>29.7%</li></ul><p><b>Seagen</b>(SGEN, $155.35), a biotechnology firm specializing in oncology treatments, couldn't get a bigger vote of confidence than being the top holding of Baker Bros. Advisors.</p><p>This New York-based hedge fund with $35.8 billion in AUM is led by billionaire biotech investors Julian and Felix Baker. The brothers may keep a low profile, but they're plenty famous in the world ofbiotech stocks. A series of successful investments have allowed the Bakers to build an estimated combined fortune of about $4 billion, according to Forbes.</p><p>And judging by their latest regulatory filings, the brothers have great expectations for Seagen, too. The stock pick accounts for nearly 30% of the total value of the Baker Bros.' holdings, up from 28.5% three months ago.</p><p>The increase stems in part from Baker Bros. buying another 347,745 shares in SGEN in the first quarter of 2021. The fund's total holdings of 47.6 million shares were worth more than $7 billion at the end of Q1.</p><p>The stake gives Baker Bros. ownership of 26.3% of SGEN's shares outstanding, which makes it the biotech company's largest shareholder by a wide margin. The second-largest investor – Capital Research and Management – holds only 8.6% of SGEN's shares outstanding.</p><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p><p>TRENDING TOPICS</p><p>TRENDING ARTICLES</p>","source":"lsy1603171495471","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>30 Top Stock Picks That Billionaires Love</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\">\n30 Top Stock Picks That Billionaires Love\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nasdaq.com/articles/30-top-stock-picks-that-billionaires-love-2021-06-01><strong>Nasdaq</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's always interesting to see what billionaire investors are doing with their money. Sure, you can't match their gains simply by copying every single one of their stock picks, but it can still be ...</p>\n\n<a href=\"https://www.nasdaq.com/articles/30-top-stock-picks-that-billionaires-love-2021-06-01\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nasdaq.com/articles/30-top-stock-picks-that-billionaires-love-2021-06-01","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182886492","content_text":"It's always interesting to see what billionaire investors are doing with their money. Sure, you can't match their gains simply by copying every single one of their stock picks, but it can still be helpful (and fruitful) to know what they've been up to.Consider that the billionaires, hedge funds and big-time advisories listed below have a great deal at stake. And their resources for research, as well as their intimate connections to insiders and others, can give them unique insight into their stock picks.Studying which stocks they're chasing with their capital (or whichstocks the billionaires are selling off, for that matter) can be an edifying exercise for retail investors.After all, there's a reason the rich get richer.Here are 30 of the most recent top stock picks from the billionaire class.In each case, at least one billionaire – be it a person, hedge fund or advisory – has a substantial stake and/or added to its holdings. In most cases, these stocks are owned by multiple billionaire investors and billionaire investor firms. And while several of these investments are popular blue chips, others keep a much lower profile.Either way, the smart money isn't kidding around when it comes to these stock picks.Prices are as of May 28. Data is courtesy of S&P Global Market Intelligence, WhaleWisdom.com and regulatory filings made with the Securities and Exchange Commission. Stocks are ranked in reverse order of their weight in the selected billionaire investor's equity portfolio.WalmartMarket value:$400.0 billionBillionaire investor:Ray Dalio (Bridgewater Associates)Percent of portfolio:4.3%Ordinarily, we look for stocks that account for at least 5% of a billionaire investor's portfolio before including them on this list, but Bridgewater Associates' interest inWalmart(WMT, $142.03) is sort of a special case.Legendary investor Ray Dalio's massive hedge fund – it has $223 billion in assets under management (AUM) – has nearly 11% of its portfolio sitting in an S&P 500 index fund. Indeed, the SPDR S&P 500 ETF (SPY), with its 0.0945% expense ratio, is Bridgewater's largest holding.The fund's second-largest holding isalsoan ETF. The Vanguard Emerging Markets ETF (VWO) accounts for 5.1% of the hedge fund's total portfolio value.So it's something of a feather in Walmart's cap that the world's largest retailer and Dow Jones Industrial Average component happens to be tops among Dalio's actual stock picks.Indeed, in the first quarter of 2021, Bridgewater upped its WMT stake by 16%, or 512,347 shares. The total stake of 3.6 million shares, worth $487.8 million at the end of Q1, now accounts for 4.3% of Bridgewater's total portfolio value.Note well that Dalio, whose net worth is estimated at $20.3 billion, according to Forbes, is a big fan of Dow stocks and ETFs. In addition to WMT at No. 3, Bridegwater's top 10 holdings include stakes in Procter & Gamble (PG), Coca-Cola (KO) and Johnson & Johnson (JNJ), as well as the SPDR Gold Trust ETF (GLD) and the iShares Core MSCI Emerging Markets ETF (IEMG).Amazon.comMarket value:$1.6 trillionBillionaire investor:Stephen Mandel (Lone Pine Capital)Percent of portfolio:5.4%Hedge-fund legend Stephen Mandel stepped back from managing investments at Lone Pine Capital a couple years back, but he remains a managing director at the firm, and it still runs very much in his image.That's probably a good thing, given that Mandel's investing acumen allowed him to accumulate a net worth of nearly $4 billion, per Forbes.Lone Pine – based in the hedge-fund capital of the world, Greenwich, Connecticut – lists more than $27.5 billion in managed securities. Lately, it has been putting more cash to work in big-nametechnology stocks, and few get higher accolades from Wall Street analysts thanAmazon.com(AMZN, $3,223.07).Indeed, analysts say AMZN is one of thebest Nasdaq stocks you can buy, giving it a high conviction consensus recommendation of Strong Buy. That's due in no small part to the fact that they expect Amazon to generate average annual earnings per share growth of almost 35% over the next three to five years – this despite the fact that the e-commerce giant is already a $1.6 trillion company.Lone Pine upped its bet on AMZN by 87%, or 224,618 shares, in the first quarter, bringing its total holdings to 481,744 shares. That stake, which was worth $1.5 billion at the end of Q1, accounts for 5.4% of Lone Pine's total portfolio value, making it fifth among the hedge fund's stock picks.DanaherMarket value:$182.7 billionBillionaire investor:Tran Capital ManagementPercent of portfolio:5.4%Tran Capital Management, a hedge fund based in San Rafael, California, is incrementally more bullish on the life sciences industry.Tran, with $1.1 billion in AUM, added 2,001 shares to its stake inDanaher(DHR, $256.14), which makes a variety of instruments and diagnostics equipment to support medical, industrial and commercial processes.Tran now holds a total of 267,376 shares, which were worth $60.1 million at the end of Q1. The DHR stake is Tran's fourth-largest holding, accounting for 5.4% of its stock portfolio value. The hedge fund has been an investor in DHR since the first quarter of 2014, though even with the latest purchase, it still currently owns just 0.04% of the company's shares outstanding.The Street is likewise bullish on this healthcare name, which stands to benefit from the pharmaceutical industry's ongoing efforts against the novel coronavirus. Indeed, analysts' consensus recommendation on DHR comes to Buy, according to S&PGlobal MarketIntelligence.\"We believe that Danaher is well positioned to help biopharma companies develop new medicines, including treatments and vaccines for COVID-19,\" writes Argus Research analyst David Toung, who rates DHR at Buy. \"We expect recent strong customer demand to be sustained over the remainder of 2021.\"Abbott LaboratoriesMarket value:$207.3 billionBillionaire investor:Polen Capital ManagementPercent of portfolio:5.6%Polen Capital Management's top four stock picks are a who's who of hot-growth, mega-cap tech stocks: Facebook (FB), Microsoft (MSFT), Google-parent Alphabet's Class C shares (GOOG) and Adobe (ADBE).So it's kind of neat to see that the hedge fund's fifth-largest position is an income investor's dream.Abbott Laboratories(ABT, $116.65) is as stalwart a divided payer as they come. It's a member of the S&P Dividend Aristocrats, an index ofdividend stocks that have increased their payouts annually for at least 25 consecutive years.ABT, which manufactures a wide variety of healthcare goods, such as branded generic drugs, medical devices and nutrition and diagnostic products, has hiked its dividend for 49 years and counting. The last increase came in December: a whopping 25% improvement to 45 cents per share.Polen, a hedge fund based in Boca Raton, Florida, with AUM of more than $46 billion, has owned a stake in ABT since the third quarter of 2019. Most recently, it upped its position by 1%, or 220,118 shares. Polen's total of 20.7 million shares was worth $2.5 billion at the end of Q1, and accounted for 5.6% of its portfolio value.Importantly, Polen owns 1.2% of Abbott Lab's shares outstanding, putting it among the company's 15 largest investors.UnitedHealth GroupMarket value:$388.7 billionBillionaire investor:Allen Investment ManagementPercent of portfolio:5.7%UnitedHealth Group(UNH, $411.92) is a hedge-fund favorite, and Wall Street gives it high marks too.As the largest health insurer by both market value and revenue – and a member of the Dow Industrials to boot – UNH is sort of a must-have stock for institutional investors seeking broad exposure to the healthcare sector.Meanwhile, analysts' consensus recommendation on the name comes to Buy. Of the 27 analysts covering the stock tracked by S&P Global Market Intelligence, 16 rate UNH at Strong Buy, six say Buy, three have it at Hold and one calls it a Sell.\"With the increase in Covid-19 vaccinations, we expect medical utilization patterns to return to normal levels, while at the same time we anticipate higher utilizations resulting from missed medical visits and delayed electives,\" writes CFRA Research analyst Sel Hardy, who rates the stock at Strong Buy.So it's only fitting that Allen Investment Management, a New York hedge fund with $9.3 billion in AUM, upped its stake in UNH by 2%, or 21,086 shares, during the first quarter.At 5.7% of the portfolio, UNH is the fund's third-largest position, trailing only Allen stock picks Alphabet Class C shares and Facebook. The hedge fund's stake of 990,525 shares was worth $368.5 million at the end of the first quarter.Gaming and Leisure PropertiesMarket value:$10.8 billionBillionaire investor:Gates Capital ManagementPercent of portfolio:6.0%Gates Capital Management is a fan of one of Wall Street pros' favorite Nasdaq stocks. The New York hedge fund with $3 billion in AUM upped its stake inGaming and Leisure Properties(GLPI, $46.36) by 35%, or more than 1 million shares, during the first quarter.Gates Capital now holds 3.9 million shares in thisreal estate investment trust (REIT)– a stake worth $165.6 million as of March 31.Analysts like this casino real estate play thanks to both a snazzy dividend yield and attractive growth prospects coming out of the pandemic. The company, whose properties include the Belle of Baton Rouge and Argosy Casino Riverside in Missouri, collected 100% of its rents in 2020.Mizuho Securities initiated coverage of Gaming and Leisure Properties at Buy in late March, citing its unique attributes in an industry set to benefit from a recovery in consumer spending and gaming revenue.\"GLPI is the most diversified of the three Gaming REITs, with strong underlying tenant credit and structural lease enhancements, resulting in a lower-risk platform that we believe is under-appreciated by the market,\" writes Mizuho analyst Haendel St. Juste.Analysts' consensus recommendation on the name stands at Strong Buy, according to S&P Global Market Intelligence.The bull case for GLPI makes it easy to understand why Gates Capital increased its exposure to a stock it first bought back in 2013. The hedge fund holds 1.7% of GLPI's shares outstanding, making it the REIT's 12th largest investor.S&P GlobalMarket value:$91.4 billionBillionaire investor:Chris Hohn (TCI Fund Management)Percent of portfolio:6.0%Activist investor Chris Hohn has made quite a name for himself with The Children's Investment Fund Management – more commonly known as TCI Fund Management. Indeed, the London-based investor has parlayed his many stock picks into a personal net worth of $5.9 billion, per Forbes.TCI, with more than $34 billion in managed securities, made a handful of moves in Q1, and none was bigger in percentage terms than its doubling down (and then some) onS&P Global(SPGI, $379.47).Hohn increased the fund's stake in SPGI by 147% – by far its largest addition of the quarter in percentage terms – adding 3.5 million shares. TCI now owns 5.9 million shares in the company behind S&P Global Ratings, S&P Global Market Intelligence and S&P Global Platts.The stake, worth $2.1 billion at the end of Q1, accounts for 6.0% of TCI's portfolio value, and gives Hohn ownership of 2.4% of S&P's shares outstanding. That makes TCI the company's sixth-largest shareholder.Although most investors probably know S&P for its majority stake in S&P Dow Jones Indices – which maintains the benchmark S&P 500 index and the blue-chip Dow Jones Industrial Average – it's also a central player in corporate and financial analytics, information and research.Dedicated long-term income investors probably already know thatSPGI happens to be a Dividend Aristocrat. The company has increased its dividend annually for nearly half a century.AbbVieMarket value:$199.9 billionBillionaire investor:Avidity Partners ManagementPercent of portfolio:6.3%AbbVie(ABBV, $113.20) was spun off from the above-mentioned Abbott Laboratories in 2013. It too, is a Dividend Aristocrat, having lifted its dividend annually for almost half a century.Consumers best know the pharma firm for Humira, a blockbuster drug for rheumatoid arthritis that has been approved for numerous other ailments. AbbVie also makes cancer drug Imbruvica, as well as testosterone replacement therapy AndroGel.Avidity Partners Management, a Dallas hedge fund with AUM of $6.2 billion, focuses primarily on stock picks in the healthcare sector, and it has been a fan of AbbVie since the fourth quarter of 2019. Most recently, it upped its stake in the pharma giant by 53%, or 721,200 shares. Avidity now holds a total of nearly 2.1 million shares in ABBV, worth $225 million at the end of Q1.At 6.3% of its equity portfolio, AbbVie is Avidity's single largest position. That's up from 4.7% about three months ago.The Street is a solid fan of ABBV, too. Analysts' consensus recommendation stands at Buy, with 11 Strong Buy ratings, six Buys and five Hold calls. One analyst has a Sell recommendation on the stock.\"AbbVie is developing new growth drivers to help offset slowing sales of Humira, still its largest product by revenue,\" writes Argus Research analyst David Toung, who rates the stock at Buy. \"We expect continued strong growth from the oncology portfolio and newer immunology drugs in 2021.\"Applied MaterialsMarket value:$126.2 billionBillionaire investor:Bristol Gate Capital PartnersPercent of portfolio:6.3%Bristol Gate Capital Partners, a Toronto hedge fund with AUM of $1.7 billion, initiated a position inApplied Materials(AMAT, $138.13) in the first quarter.And what a commitment it was. The new purchase of 783,931 shares, worth $105 million at the end of Q1, vaulted the position to Bristol Gate's top holding, accounting for 6.3% of its portfolio.Applied Materials, which provides manufacturing equipment and technology to the semiconductor industry, is an allied play on the global chip shortage. Indeed, relentless demand for semiconductors from a wide range of industries has helped AMAT stock jump about 60% for the year-to-date.The Street is heavily bullish on the name, too. Analysts' consensus recommendation stands at Buy, according to S&P Global Market Research. The high opinion stems in part from the Street's forecast for EPS to increase at an average annual rate of nearly 19% over the next three to five years.\"We believe underlying secular drivers are robust, broad-based and multi-year in nature,\" writes B. Riley analyst Craig Ellis, who rates AMAT at Buy.Johnson & JohnsonMarket value:$445.7 billionBillionaire investor:ACR Alpine Capital ResearchPercent of portfolio:6.3%ACR Alpine Capital Research, a large advisory with $2.5 billion in AUM, has been a long-time fan of blue-chipJohnson & Johnson(JNJ, $169.25). The St. Louis-based asset manager first invested in the Dow stock at the end of 2010, and it added incrementally to the position in Q1.ACR upped its stake in the multifaceted pharma giant by 1%, or 8,790 shares, bringing its total holdings to 704,842 shares. The stake, worth $115.8 million at quarter's end, is at the tail end of the advisory's top 10 stock picks, taking up 6.3% of ACR's total portfolio value.Analysts have a consensus recommendation of Buy on JNJ. Among the arguments in favor of the stock, bulls point to its strong pharmaceutical pipeline, as well as a rebound in demand for medical devices as patients undergo elective procedures put off during the pandemic.\"We expect the recovery in elective procedures and patient visit volumes to accelerate as the pandemic is starting to get under control in the U.S., which should result in a strong recovery in Medical Devices sales and solid growth in Pharma revenues,\" writes CFRA Research analyst Sel Hardy, who rates shares at Buy.Investors and analysts alike no doubt also appreciate the company's commitment to delivering income to investors. JNJ announced a 5% quarterly dividend increase in April 2021, to $1.06 per share from $1.01 per share. That marked this Dividend Aristocrat's 59th consecutive year of dividend increases.XilinxMarket value:$31.2 billionBillionaire investor:Canyon Capital AdvisorsPercent of portfolio:7.0%Canyon Capital Advisors, with AUM of $20.9 billion, has propelled founders Joshua Friedman and Mitchell Julis to Forbes' list of highest-earning hedge fund millionaires.So it's of interest that the Los Angeles-based fund significantly pared back on its two largest stock picks in Q1 – while greatly increasing its bet on chipmakerXilinx(XLNX, $127.00).In October 2020, Advanced Micro Devices (AMD) and Xilinx announced a deal in which AMD would acquire the latter in an all-stock transaction valued at $35 billion.Canyon first bought shares in Xilinx in the fourth quarter of 2020, at which point the stake accounted for 4.6% of the fund's portfolio value. Then in Q1, Canyon upped its XLNX holdings by 89%, or 672,829 shares.The hedge fund's total stake of 1.4 million shares, worth $176.3 million at the end of Q1, now accounts for 7.0% of its portfolio value.Canyon, with ownership of 0.58% of XLNX's shares outstanding, is a top-30 stockholder in the soon-to-be-acquired company. AMD and Xilinx expect their deal to close at the end of 2021.Analysts' consensus recommendation on XLNX stands at Hold, pending the deal close. They do, however, rate AMD at Buy, and generally applaud the strategic rationale of merging the two chipmakers' complementary assets.D.R. HortonMarket value:$34.4 billionBillionaire investor:George Soros (Soros Fund Management)Percent of portfolio:7.4%Legendary hedge-fund tycoon George Soros, with an estimated net worth of $8.6 billion, per Forbes, today spends his days running Soros Fund Management.The New York-based family office – a sort of private hedge fund – has $5.3 billion in AUM, and one of its biggest stock picks is a bet on the severe shortage of new homes for sale.Soros first took a stake in homebuilderD.R. Horton(DHI, $95.29) during the first quarter of 2019, and he apparently remains bullish on the outlook. After all, the billionaire increased his DHI stake by 19%, or 703,850 shares, in the first quarter.Soros Fund Management's most recent investment makes DHI its second-largest holding, at 7.4% of the portfolio. The stake of 4.4 million shares – worth $392.8 million at the end of Q1 – equals 1.2% of the homebuilder's shares outstanding. As such, Soros Fund Management is D.R. Horton's 15th largest shareholder.With a consensus recommendation of Buy, per S&P Global Market Intelligence, the Street is also bullish on the name.\"With inventory constraints growing across the industry and buyer demand still nearly insatiable, we think DHI remains in an extraordinarily strong position to gain further market share and leverage its sector-leading scale,\" writes Raymond James analyst Buck Horne, who rates shares at Outperform (the equivalent of Buy).MicrosoftMarket value:$1.9 trillionBillionaire investor:Chase Coleman III (Tiger Global Management)Percent of portfolio:7.4%Hedge-fund legend Chase Coleman III, with a net worth of $10.3 billion, according to Forbes, upped his bet onMicrosoft(MSFT, $249.68) in the first quarter of 2021.And he did so in a compelling fashion.Coleman's Tiger Global Management ($79 billion AUM) increased its stake in MSFT by 15%, or 1.8 million shares, in the first three months of the year. The hedge fund now owns a total of 13.7 million shares, worth $3.2 billion at the end of Q1.The MSFT stake, which accounts for 7.4% of Tiger Global's portfolio value, is second only to its bet on Chinese e-commerce company JD.com (JD), which is top among Coleman's stock picks at 9.9% of the portfolio.Tiger Global first bought MSFT in the fourth quarter of 2016, and adding to the stake certainly makes sense. Wall Street analysts mostly adore this component of the Dow Jones Industrial Average.After all, MSFT – the second-largest U.S. company by market value after Apple (AAPL) – lands among the pro's11 best Nasdaq stocks you can buy. Analysts' consensus recommendation on MSFT comes to Strong Buy, with 26 Strong Buy calls, 11 Buys and one Hold rating.TeslaMarket value:$602.3 billionBillionaire investor:Ark InvestPercent of portfolio:7.6%Ark Invest features prominently in the financial news these days, thanks to the strong performance of several of its actively managed exchange-traded funds.Indeed, as Kiplinger has noted, 2020 was the year of Cathie Wood, CEO and founder of Ark Invest, who steered its then-five separate actively managed innovation-themed funds to the ranks ofthe best-performing equity ETFsof the year.In addition to ETFs, Ark offers managed accounts and other products and services aimed at high net worth investors. Thanks to the various products and services it offers, the firm has amassed more than $55 billion in AUM.So it says something when Ark's single-largest holding isTesla(TSLA, $625.22) – especially since the firm is increasing its exposure to the electric vehicle maker at an accelerating pace.Ark boosted its TSLA position by 39%, or 1.7 million shares, during the first quarter of 2021. The stake, which accounts for 7.6% of Ark Investment Management's equity portfolio, was worth nearly $4 billion at the end of Q1.It's not hard to see why Wood likes TSLA so much. Her investment approach focuses on innovation, and Tesla, led by the mercurial Elon Musk, is nothing if not innovative.ComcastMarket value:$263.4 billionBillionaire investor:Rothschild & Company Wealth Management UKPercent of portfolio:9.0%Rothschild & Company Wealth Management UK, a London-based hedge fund with $16.4 billion in AUM, is increasingly bullish onComcast(CMCSA, $57.34).Welcome to the club.The nation's largest cable company regularly makes the list ofhedge funds' favorite stock picks. That's because its combination of content, broadband, pay TV, theme parks and movies is unparalleled by rivals, and gives thisblue-chip stocka huge strategic advantage.CMCSA's diversification came in especially handy last year when the pandemic walloped theme parks, cinemas and spending on advertising.\"While the pandemic has materially impacted Comcast, the company's steady cable division continues to provide vital connectivity for its large base of 23 million subscribers,\" writes Argus Research analyst Joseph Bonner (Buy).Rothschild first bought shares in the cable operator in the first quarter of 2019, and most recently upped its bet by 2%, or 194,324 shares. The hedge fund's total holdings of 9.2 million shares, worth $500.2 million at the end of Q1, accounted for 9.0% of its portfolio. CMCSA is now Rothchild's sixth-largest position.Analysts' consensus recommendation on the stock comes to Buy, per S&P Global Market Intelligence, with 20 Strong Buy ratings, nine Buys, four Holds and one Strong Sell. The Street expects the company to deliver average annual EPS growth of nearly 16% over the next three to five years.AptivMarket value:$40.7 billionBillionaire investor:Caxton AssociatesPercent of portfolio:9.4%Billionaire philanthropist Bruce Kovner, with an estimated net worth of $6.6 billion, retired from his management role at Caxton Associates a decade ago. But the hedge fund he founded continues to rake in the bucks with his global macroeconomic trading strategies.Indeed, Caxton last year closed its flagship fund to new money after posting record 40% gains during the pandemic. And the firm shows no signs of slowing down.Caxton, with AUM of $25.7 billion, has ownedAptiv(APTV, $150.42) since the first quarter of 2019, but it really went all in earlier this year.Caxton upped its stake in APTV by 61%, or 285,618 shares. Indeed, the purchase made APTV the fund's top stock pick, accounting for 9.4% of the portfolio, up from 4.2% three months ago. Caxton's 747,843 shares were worth $103.1 million at the end of Q1.Shares in Aptiv, which makes safety, connectivity and green technology for vehicles, have essentially doubled over the past 52 weeks, and analysts say they have more room to run.\"Aptiv indeed is not only benefitting from accelerating industry adoption of vehicle electrification, advanced driver-assistance systems, and connected vehicle technologies, but also achieving dominant win rates in several of these areas based on its complete system knowledge, and software-based flexible architectures,\" writes Deutsche Bank analyst Emmanuel Rosner (Buy).AdobeMarket value:$241.2 billionBillionaire investor:Atalan Capital PartnersPercent of portfolio:9.6%Atalan Capital Partners, a New York hedge fund with AUM of $2 billion, boosted its stake inAdobe(ADBE, $504.58) in Q1, which vaulted the software company into the No. 2 spot among its stock picks.Atalan increased its holdings by 38%, or 82,000 shares, in Q1, lifting its total stake to 295,000 shares worth $140.2 million as of March 31. The position accounts for 9.6% of the portfolio.Atalan first picked up ADBE in the second quarter of 2020, which was not the best timing. Shares are up just about 16% since June 30 of last year, lagging the S&P 500 by roughly 20 percentage points.That's not to say ADBE stock won't continue to be a winner in the longer run. Analysts tend to be heavily bullish on the name, thanks to its dominance in its field. After all, Adobe is the undisputed leader in making software for designers and other creative types. Its software arsenal includes Photoshop, Premiere Pro for video editing and Dreamweaver for website design, among others.\"As a result of its early-mover position and strategic M&A transactions, Adobe has established itself as the unchallenged leader in Creative software,\" writes Stifel analyst Jeffrey Parker Lane (Buy). \"We view Adobe as one of the most compelling investment cases in our coverage areas.\"The Street's consensus recommendation stands at Buy, with an annual EPS growth forecast of more than 15% over the next three to five years.Thermo Fisher ScientificMarket value:$184.5 billionBillionaire investor:Cryder Capital PartnersPercent of portfolio:9.7%Thermo Fisher Scientific(TMO, $469.50), is sometimes called the \"Amazon of the healthcare industry\" because of its wide-ranging portfolio of life sciences products, analytics and laboratory instruments.As such, it has been highly active in the fight against COVID-19, which in turn has raised its profile and investor interest. And although TMO has been a holding of Cryder Capital Partners since 2015, the hedge fund remains an incremental buyer.London-based Cryder Capital, with $1 billion in AUM, lifted its stake in TMO by 2%, or 6,398 shares, during the first three months of the year. The hedge fund now holds a total of 298,587 shares, worth $136.3 million as of March 31. Despite a high weight of 9.7%, TMO is just seventh largest among the fund's stock picks.Analysts' consensus recommendation stands at Strong Buy, according to S&P Global Market Intelligence. Argus Research is just one research shop in the bull camp.\"Thermo is seeing strong demand for COVID-19 testing solutions as well as for instruments and supplies used by developers of vaccines and other treatments,\" writes analyst David Toung (Buy). \"But the company is also investing its substantial cash flow in technology upgrades, capacity expansions and acquisitions.\"With an average target price of $557.17, the Street gives TMO stock implied upside of about 18% in the next 12 months or so.VisaMarket value:$484.8 billionBillionaire investor:Valley Forge Capital ManagementPercent of portfolio:10.2%Visa(V, $227.30) routinely makes most lists of analysts', hedge funds' or billionaires' favorite stocks.Berkshire Hathaway(BRK.B)owns a stake worth more than $2 billion, although chairman and CEO Warren Buffett readily credits the holding to one of his stock-picking lieutenants.And indeed, there is much to like about this Dow stock. Visa operates the world's largest payments network, and thus is well-positioned to benefit from the growth of cashless transactions and digital mobile payments.The Street's consensus recommendation is a high-conviction Buy. Of the analysts covering the stock tracked by S&P Global Market Intelligence, 21 call V a Strong Buy, 12 rate it at Buy, four say Hold and one calls it a Sell.Valley Forge Capital Management, a hedge fund in Wayne, Pennsylvania, with $1.1 billion in AUM, is certainly a big believer. Visa accounts for 10.2% of its equity portfolio.The fund increased its Visa stake by 88%, or 477,181 shares, in Q1. It now holds more than 1 million shares worth $215 million as of March 31. Mind you, Valley Forge Capital is hardly a novice in this stock. The fund has counted Visa among its stock picks since 2016.Although the pandemic greatly curtailed spending in a number of Visa's categories – most notably travel and entertainment – those headwinds should now be in the past. Indeed, the gradual global reopening – and accelerating secular growth in cashless payments, helped by the perception that cash is \"dirty\" – make a solid bull case for Visa stock.IntelMarket value:$230.7 billionBillionaire investor:Cavalry Management GroupPercent of portfolio:10.4%Intel(INTC, $57.12) has fallen far behind the competition on any number of fronts, which is why analysts and investors were so delighted when the chipmaker hired Pat Gelsinger, former CEO of VMWare (VMW), to take over in February.Heck, some observers said it was the best decision the troubled company made in more than a decade. And, indeed, this Dow stock has been a disappointing performer. Shares are up just 3% over the past three years vs. a gain of 54% for the S&P 500.So props to Cavalry Management Group for making a bold bet on the semiconductor company earlier this year. The San Francisco hedge fund with $2.6 billion in AUM initiated a large enough position to instantly make Intel its top stock pick.Cavalry Management bought 1.7 million shares during the first three months of 2021. With a value of $111.6 million at the end of Q1, INTC accounted for more than 10% of the hedge fund's investments.Cavalry largely focuses on large-cap tech stocks, so Intel certainly fits well with its broader strategy. Other moves the fund made in Q1 included more than tripling its stake in Microsoft, and almost doubling its holdings in Ericsson (ERIC).The Street is generally more cautious on INTC than Cavalry Management is. Analysts' consensus recommendation stands at Hold, per S&P Global Market Intelligence.PayPal HoldingsMarket value:$305.5 billionBillionaire investor:Dorsey Asset ManagementPercent of portfolio:11.8%Digital mobile payments and the expansion of cashless transactions are one of the hottest areas of growth in financial tech. And although the sector offers no shortage of promising new names, old-timerPayPal Holdings(PYPL, $260.02) still gets plenty of analyst – and billionaire investor – love.Explosive growth in mobile transactions, the monetization of its Venmo property and incremental revenue growth in its Xoom business all help make for a compelling bull case on PYPL, analysts say.\"Simply put, PayPal should continue to benefit from the secular shift to e-commerce that should drive a roughly 20% revenue compound annual growth rate (CAGR), which, coupled with margin expansion and capital allocation (mergers & acquisitions plus stock buybacks), should result in an earnings CAGR north of 20% over the next several years,\" writes Raymond James analyst John Davis, who rates the stock at Outperform (the equivalent of Buy).Dorsey Asset Management, with $1.3 billion in AUM, embraces the bull case on PYPL in a big way. The Chicago-based hedge fund increased its stake in PayPal by 81%, or 209,025 shares, in Q1. Its total holdings of 465,266 shares, worth $113 million as of March 31, comprises 11.8% of its stock investments.That's up from 7.9% of the portfolio three months ago. PYPL, which Dorsey has owned since the second quarter of 2018, is now its fifth-largest position.Analysts' consensus recommendation on the stock stands at Buy, according to S&P Global Market Intelligence.Howard HughesMarket value:$5.8 billionBillionaire investor:Bill Ackman (Pershing Square Capital)Percent of portfolio:12.1%No one doubts Bill Ackman's investing acumen. His Pershing Square Capital hedge fund has allowed the investor to amass a personal fortune of $3 billion, per Forbes.And he's never been one to shy away from the media. So his increasing stake inHoward Hughes Corp.(HHC, $105.83) is far from a state secret. Indeed, Ackman has owned shares in the master-planned community developer since it was spun off from General Growth Properties in 2010.Given Ackman's propensity for being anactivist investor, his latest purchase is eyebrow-raising news, nonetheless.The hedge-fund billionaire increased his stake in HHC by 23%, or 2.6 million shares, in Q1. Pershing Square's stake of 13.5 million shares was worth $1.3 billion at the first quarter's end.Most notably, Ackman now holds almost a quarter of HHC's shares outstanding. That makes the hedge fund the company's largest investor by a wide margin. Asset manager Vanguard, at No. 2, owns just 10.8% of HHC.Meanwhile, HHC, at 12.1% of its portfolio, is now Pershing Square Capital's sixth-largest position.For those keeping score at home, HHC stock has doubled over the past 52 weeks vs. a gain of about 38% for the S&P 500. For the year-to-date, it's up by more than a third. That compares with the broader market's gain of about 12% so far this year.Only three analysts cover HHC, according to S&P Global Market Intelligence. One rates it at Strong Buy, while the other two say Buy.Lowe'sMarket value:$137.7 billionBillionaire investor:Two Creeks Capital ManagementPercent of portfolio:12.2%Two Creeks Capital Management, a New York hedge fund with AUM of $2.8 billion, made a big addition to its stake inLowe's(LOW, $194.83) in the first quarter – a move most analysts would regard as wise.The nation's second-largest home improvement retailer after Home Depot (HD) benefited greatly from the work-from-home/stuck-at-home reality of pandemic life. Analysts say many of the do-it-yourself habits consumers adopted during COVID times are here to stay. Lowe's is also being aided by the ultra-tight housing market.The Street gives LOW a consensus recommendation of Buy. Argus Research, which counts itself in the Buy camp, says Lowe's has several strong tailwinds behind it.\"We believe that the major drivers of post-pandemic sales growth remain the same,\" writes Argus Research analyst Christopher Graja. \"There has been significant underinvestment in housing. About 70% of U.S. homes are more than 25 years old and likely in need of upgrades and repairs. Millennials are starting families.\"Income investors know the power of Lowe's dividend over the longer haul. The Dividend Aristocrat has paid a cash distribution every quarter since going public in 1961, and that dividend has increased annually for almost 60 years.The bullish investment thesis led Two Creeks to up its stake in this stock pick by 14%, or 132,811 shares, in Q1. The hedge fund's total stake of 1.1 million LOW shares, worth $200 million at the end of Q1, accounts for 12.2% of its portfolio, representing its third-largest holding.AlphabetMarket value:$1.6 trillionBillionaire investor:Metropolis CapitalPercent of portfolio:13.3%It should come as no surprise that hedge funds are big believers in Google parentAlphabet(GOOGL, $2,356,85). Metropolis Capital, a U.K.-based investor with $1.4 billion in AUM, is just one of about 225 hedge funds upping its stake in the internet giant in Q1.Metropolis thinks highly enough of the search leader that it increased its stake by 22%, or 13,679 shares. The firm now holds a total of 74,868 shares worth $154.4 million, or 13.3% of its total portfolio, as of March 31.Alphabet happens to be in good company at this hedge fund. GOOGL is Metropolis' second-largest stock pick after Berkshire Hathaway (BRK.B).If nothing else, Alphabet's pandemic performance in totality bolstered the case that GOOGL is not a one-trick pony. Its numerous other endeavors likewise shore up the case. For example, Alphabet is a key player in cloud-based services, and home to Nest Labs and self-driving car startup Waymo. Artificial intelligence, machine learning and virtual reality are other areas of heavy investment.\"We continue to favor Google as a core large-cap growth holding given the strong digital advertising backdrop, continued strength from Cloud, ongoing share repurchases (with the newly authorized $50 billion program) and a reasonable valuation,\" writes Canaccord Genuity analyst Maria Ripps (Buy).Analysts' consensus recommendation on the name stands at Strong Buy. Of the 45 analysts issuing opinions on the stock tracked by S&P Global Market Intelligence, 32 rate it at Strong Buy, 12 say Buy and one has it at Hold.Walt DisneyMarket value:$324.6 billionBillionaire investor:Kirkoswald Asset ManagementPercent of portfolio:16.5%Coronavirus took a huge bite out of some ofWalt Disney's(DIS, $178.65) most important businesses: namely, its theme parks and studios. But after encouraging quarterly results, analysts say business is set to bounce back in a big way.Disneyland and other California amusement parks have reopened with restrictions. And admissions at Florida's Disney World continue to climb.\"With mask mandates lifted and capacity constraints loosened further, we would not be surprised to see a step change in attendance in the near future,\" writes Deutsche Bank analyst Bryan Kraft (Buy).But that's nothing compared to what DIS has on its hands in thestreaming mediawars.Disney+ is a smashing success. The streaming platform, which launched in November 2019, has already amassed almost 100 million subscribers – a staggering rate of growth. Consider that Disney+ now has about half as many subscribers as Netflix (NFLX) – but Netflix had a roughly 12-year head start.Kirkoswald Asset Management, a New York hedge fund with AUM of $4 billion, decided to get in on DIS asa recovery stock pickin Q1. It initiated a stake of 5,200 shares, worth almost $1 million, during the first three months of the year.The new stake immediately made DIS its second-largest position among $5.8 million in managed securities.Most of the Street would approve of Kirkoswald's investment. Analysts have a consensus Buy recommendation on this Dow stock.Berkshire HathawayMarket value:$661.0 billionBillionaire investor:Southeast Asset AdvisorsPercent of portfolio:16.8%If you can't beat 'em, join 'em.It's hard to compete with Warren Buffett when it comes toasset allocation. As CEO and chairman ofBerkshire Hathaway(BRK.B, $289.44), he's arguably the greatest long-term investor of all time.So it's little wonder that so many hedge funds, large advisories and other billion-dollar-plus pools of money throw in their lots with the Oracle of Omaha.Southeast Asset Advisors, an investment manager and hedge fund based in Thomasville, Georgia, with $1.6 billion in AUM, has been a BRK.B shareholder since 2008. Indeed, BRK.B, at 16.8% of its portfolio, is the fund's top holding.And it's only getting bigger.Southeast increased its stake in BRK.B by 2%, or 7,747 shares, in Q1. It now holds 365,149 shares worth $93.3 million. Only Alphabet Class C shares (GOOG) come close to the firm's BRK.B stake, accounting for 11.7% of the portfolio.BRK.B has been an outstanding performer both in 2021 and over the past 52 weeks. The stock is up 25% for the year-to-date, essentially doubling the S&P 500's gains. And over the past year? BRK.B returned 57% vs. a price increase of less than 40% for the broad-market gauge.Only four analysts cover BRK.B stock, per S&P Global Market Intelligence. Their consensus recommendation comes to Buy.AlibabaMarket value:$580.4 billionBillionaire investor:Conifer ManagementPercent of portfolio:20.7%Conifer Management, a New York hedge fund with $7.7 billion in AUM, has more than a fifth of its portfolio invested in Chinese e-commerce giantAlibaba(BABA, $213.96).Indeed, after upping its stake by 147%, or 884,845 shares, in Q1, BABA is Conifer's top holding. Its total stake of 1.5 million shares was worth $336.7 million at the end of the first quarter.Conifer initiated its stake in BABA only in the final quarter of last year. To the hedge fund's credit, this stock pick is a highly defensible investment idea.Alibaba is sometimes called the Amazon of China. There are important differences between the two, but they do share the enviable trait of being undisputed titans ine-commerce.And like Amazon, Alibaba has never shied away from investing heavily to both build out its existing businesses and enter new ones. As a result, BABA finds itself spreading beyond its core e-commerce business into cloud computing, digital payments and more.It also helps that BABA and investors can now move past a $2.75 billion fine imposed by Chinese regulators for violating anti-monopoly laws.Some analysts worry about decelerating revenue in the company's cloud services business, but the majority of the Street sees recent share-price weakness as a buying opportunity.The consensus recommendation of 49 analysts tracked by S&P Global Market Intelligence comes to Strong Buy on BABA stock.MastercardMarket value:$357.4 billionBillionaire investor:Valley Forge Capital ManagementPercent of portfolio:22.6%If Valley Forge Capital Management likes Visa – as noted above – it absolutely adores competitorMastercard(MA, $360.58).The Wayne, Pennsylvania-based hedge fund with $1.1 billion in AUM almost doubled its stake in this stock pick in the first quarter. And with more than a fifth of its portfolio tied up in the payments processor, Mastercard is Valley Forge's top holding.The hedge fund bought another 665,544 shares, representing a 98% increase, in Q1, bringing its total holdings to 1.3 million shares. The position was worth $477.9 million as of March 31.Valley Forge, which owns 0.14% of MA's shares outstanding, has been an investor in the company since 2016. It's a bet that appears to have done quite well. Mastercard stock's five-year total return – price appreciation plus dividends – comes to 30.8%, according to Morningstar data. That beats its sector by 5.7 percentage points and leads the broader market by 13.4 percentage points.Like Visa, Mastercard has relentless growth in digital mobile payments and other cashless transactions at its back.\"Mastercard is a key beneficiary of the long-term secular shift toward electronic forms of payments, and that new technology is helping accelerate the shift,\" writes William Blair analyst Robert Napoli (Outperform)And, just like Visa, MA has a lot of fans on the Street. Analysts' consensus recommendation stands at Buy.FacebookMarket value:$932.1 billionBillionaire investor:Altarock PartnersPercent of portfolio:24.4%There's a strong bull case to be made forFacebook(FB, $328.73), the social media giant that forms a digital-ad duopoly with Google. Just ask Altarock Partners.This hedge fund, based in Beverly, Massachusetts, with AUM of $3.1 billion, has almost a quarter of its portfolio socked away in Facebook stock. After buying another 465,800 shares, a 27% increase, in Q1, the hedge fund is sitting on 2.2 million shares worth $641.4 million as of March 31.That makes FB Altarock's second-largest holding.And just who is at No. 1?None other than Google parent Alphabet, which commands 25.1% of Altarock's investment portfolio.The hedge fund first bought FB in the fourth quarter of last year, so it's building up its position on the stock pick pretty rapidly. And well it should, if analysts are right about this name.The Street's consensus recommendation on FB stands at Strong Buy, as analysts forecast the company to deliver truly impressive profit growth for some time.\"We believe Facebook's share gains during the pandemic and new initiatives in e-commerce can drive many years of above-market growth,\" writes Stifel analyst John Egbert (Buy). \"We are comfortable with the potential outcomes of antitrust inquiries and believe FB shares offer investors a rare combination of growth and value relative to its peers.\"SeagenMarket value:$28.2 billionBillionaire investor:Felix and Julian Baker (Baker Bros. Advisors)Percent of portfolio:29.7%Seagen(SGEN, $155.35), a biotechnology firm specializing in oncology treatments, couldn't get a bigger vote of confidence than being the top holding of Baker Bros. Advisors.This New York-based hedge fund with $35.8 billion in AUM is led by billionaire biotech investors Julian and Felix Baker. The brothers may keep a low profile, but they're plenty famous in the world ofbiotech stocks. A series of successful investments have allowed the Bakers to build an estimated combined fortune of about $4 billion, according to Forbes.And judging by their latest regulatory filings, the brothers have great expectations for Seagen, too. The stock pick accounts for nearly 30% of the total value of the Baker Bros.' holdings, up from 28.5% three months ago.The increase stems in part from Baker Bros. buying another 347,745 shares in SGEN in the first quarter of 2021. The fund's total holdings of 47.6 million shares were worth more than $7 billion at the end of Q1.The stake gives Baker Bros. ownership of 26.3% of SGEN's shares outstanding, which makes it the biotech company's largest shareholder by a wide margin. The second-largest investor – Capital Research and Management – holds only 8.6% of SGEN's shares outstanding.The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.TRENDING TOPICSTRENDING ARTICLES","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104887124,"gmtCreate":1620375036668,"gmtModify":1704342756731,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"He if got&nbsp;","listText":"He if got&nbsp;","text":"He if got","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/104887124","repostId":"1157328258","repostType":4,"repost":{"id":"1157328258","pubTimestamp":1620360165,"share":"https://ttm.financial/m/news/1157328258?lang=&edition=fundamental","pubTime":"2021-05-07 12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul><p>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p>#1 Price vs. Growth</p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p>#2 Comparative Valuation</p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p>#3 Discounted Cash Flow Model</p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p>Some explanations:</p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul><p>Here is the model itself:</p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><i>Source: Author</i></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p>Final thoughts</p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol>","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>Amazon: The Most Clearly Undervalued Company</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\">\nAmazon: The Most Clearly Undervalued Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company><strong>Seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-...</p>\n\n<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105172188,"gmtCreate":1620283645044,"gmtModify":1704341321893,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/105172188","repostId":"1197402336","repostType":4,"repost":{"id":"1197402336","pubTimestamp":1620273156,"share":"https://ttm.financial/m/news/1197402336?lang=&edition=fundamental","pubTime":"2021-05-06 11:52","market":"sh","language":"en","title":"Is Ethereum Classic's Outpacing Of Bitcoin, Ethereum, Dogecoin Gains All About Being 'Cheaper?'","url":"https://stock-news.laohu8.com/highlight/detail?id=1197402336","media":"Benzinga","summary":"Gains in Ethereum Classic(ETC) continue to outpace the ones made by the cryptocurrency’s peers Bitco","content":"<p>Gains in&nbsp;<b>Ethereum Classic</b>(ETC) continue to outpace the ones made by the cryptocurrency’s peers&nbsp;<b>Bitcoin</b>(BTC),<b>Ethereum</b>(ETH), and<b>Dogecoin</b>(DOGE), which all enjoy larger market capitalizations.</p><p><b>What Happened:</b>ETC has soared 160.83% in a seven-day trailing period, while BTC and ETH have risen 3.54% and 26.80% in a similar period, according to CoinMarketCap data.</p><p>At press time on Wednesday night, ETC traded 16.85% higher at $90.06 in a 24-hour period. BTC was up 4.46% at $57,201.19 and ETH was higher by 3.71% at $3,484.</p><p>ETC is trading 10.43% below the all-time high of $100.03 it reached on Wednesday.</p><p>Ethereum Classiccame into existenceafter a hard fork of the Ethereum blockchain took place in 2016 due to prevailing disagreements at the time in the community.</p><p>Barry Silbert&nbsp;— CEO of Digital Currency Group, which owns Grayscale&nbsp;— is a well-known proponent of ETC.</p><p>On Wednesday, Ethereum Classic noted that the<b>Grayscale Ethereum Classic Trust</b>(OTC:ETCG) has over $1 billion in assets under management.<img src=\"https://static.tigerbbs.com/18a04b786e01b25f9feb9f9e93d0d366\" tg-width=\"555\" tg-height=\"892\" referrerpolicy=\"no-referrer\">ETCG closed 27.76% higher at $67.15 on Wednesday.</p><p><b>Why It Matters:</b>ETC has caught the attention of the social media investment crowd. The cryptocurrency’s ticker featured in the&nbsp;Stocktwits list of top 10 trending streams at press time.</p><p>The rise in ETC is despite the fact that it is not typically classified as an “Ethereum Killer,” which is thecase with several coinssuch as<b>Polkadot</b>(DOT),<b>Solana</b>(SOL), and<b>Cardano</b>(ADA).</p><p>Synergia Capital’s head of research, Denis Vinokourov, said that the rise in ETC “appears to be dominated by ‘cheaper’ Ethereum play and retail flow that has pushed DOGE to sky-high levels,” CoinDeskreported, dubbing the surge in ETC as a sign of froth in the cryptocurrency market.</p><p>ETC’s retail fueled rise is similar to the story of<b>Dogecoin</b>(DOGE), which has soared 13,604.64% since the year began. However, even DOGE’s weekly gains of 102.68% are weaker than those of ETC. DOGE traded 6.63% higher at $0.63 at press time.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Ethereum Classic's Outpacing Of Bitcoin, Ethereum, Dogecoin Gains All About Being 'Cheaper?'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Ethereum Classic's Outpacing Of Bitcoin, Ethereum, Dogecoin Gains All About Being 'Cheaper?'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-06 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/cannabis/21/05/20980403/is-ethereum-classics-outpacing-of-bitcoin-ethereum-dogecoin-gains-all-about-being-cheaper><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gains in Ethereum Classic(ETC) continue to outpace the ones made by the cryptocurrency’s peers Bitcoin(BTC),Ethereum(ETH), andDogecoin(DOGE), which all enjoy larger market capitalizations.What ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cannabis/21/05/20980403/is-ethereum-classics-outpacing-of-bitcoin-ethereum-dogecoin-gains-all-about-being-cheaper\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/markets/cannabis/21/05/20980403/is-ethereum-classics-outpacing-of-bitcoin-ethereum-dogecoin-gains-all-about-being-cheaper","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197402336","content_text":"Gains in Ethereum Classic(ETC) continue to outpace the ones made by the cryptocurrency’s peers Bitcoin(BTC),Ethereum(ETH), andDogecoin(DOGE), which all enjoy larger market capitalizations.What Happened:ETC has soared 160.83% in a seven-day trailing period, while BTC and ETH have risen 3.54% and 26.80% in a similar period, according to CoinMarketCap data.At press time on Wednesday night, ETC traded 16.85% higher at $90.06 in a 24-hour period. BTC was up 4.46% at $57,201.19 and ETH was higher by 3.71% at $3,484.ETC is trading 10.43% below the all-time high of $100.03 it reached on Wednesday.Ethereum Classiccame into existenceafter a hard fork of the Ethereum blockchain took place in 2016 due to prevailing disagreements at the time in the community.Barry Silbert — CEO of Digital Currency Group, which owns Grayscale — is a well-known proponent of ETC.On Wednesday, Ethereum Classic noted that theGrayscale Ethereum Classic Trust(OTC:ETCG) has over $1 billion in assets under management.ETCG closed 27.76% higher at $67.15 on Wednesday.Why It Matters:ETC has caught the attention of the social media investment crowd. The cryptocurrency’s ticker featured in the Stocktwits list of top 10 trending streams at press time.The rise in ETC is despite the fact that it is not typically classified as an “Ethereum Killer,” which is thecase with several coinssuch asPolkadot(DOT),Solana(SOL), andCardano(ADA).Synergia Capital’s head of research, Denis Vinokourov, said that the rise in ETC “appears to be dominated by ‘cheaper’ Ethereum play and retail flow that has pushed DOGE to sky-high levels,” CoinDeskreported, dubbing the surge in ETC as a sign of froth in the cryptocurrency market.ETC’s retail fueled rise is similar to the story ofDogecoin(DOGE), which has soared 13,604.64% since the year began. However, even DOGE’s weekly gains of 102.68% are weaker than those of ETC. DOGE traded 6.63% higher at $0.63 at press time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001935548,"gmtCreate":1641136875607,"gmtModify":1676533575296,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001935548","repostId":"2200444738","repostType":4,"repost":{"id":"2200444738","pubTimestamp":1641099600,"share":"https://ttm.financial/m/news/2200444738?lang=&edition=fundamental","pubTime":"2022-01-02 13:00","market":"us","language":"en","title":"If I Could Buy Only 1 Stock in 2022, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2200444738","media":"Motley Fool","summary":"Our favorite stock picks for the coming year.","content":"<html><head></head><body><p>We&#39;re firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.</p><p>We asked some of our Fool.com contributors to whittle their favorites down to their top choice to buy in 2022 if they could only pick <a href=\"https://laohu8.com/S/AONE.U\">one</a>. Here&#39;s why <b><a href=\"https://laohu8.com/S/MMM\">3M</a></b> (NYSE:MMM), <b>Brookfield Asset Management </b>(NYSE:BAM), and <b>Brookfield Renewable</b> (NYSE:BEP)(NYSE:BEPC) topped their lists as the one stock they&#39;d buy this year. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a909bb3cfb7abaedc74cfef9296edc0a\" tg-width=\"700\" tg-height=\"423\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>A diversified giant that&#39;s still on sale</h2><p><b>Reuben Gregg Brewer (3M):</b> Benjamin Graham, renowned value investor and mentor to Warren Buffet, explains that investors are partnered with &#34;Mr. Market,&#34; a mercurial fellow prone to fits of despair and jubilation. When he&#39;s overly excited, you should consider selling to him; when he&#39;s pessimistic, you should think about buying. Right now, Mr. Market is very downbeat on diversified international industrial giant 3M. One way to see this is that the company&#39;s dividend yield, at around 3.3%, is near the top end of its historical range.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35404c30dd22bffd6cc4a1450aa485c9\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>MMM Dividend Yield data by YCharts</span></p><p>Graham had some other advice when it came to actually selecting stocks. Specifically, he argued that most investors would be wise sticking to large, financially strong companies, with strong dividend histories. 3M stacks up well on these measures. It has a market cap of $100 billion, which makes it a mega-cap stock. Its balance sheet is investment-grade rated by the major credit agencies, so it&#39;s financially strong. And it has increased its dividend annually for over 60 years, making it a very elite Dividend King.</p><p>So why is Mr. Market pessimistic? The answer is a mixture of slowing growth and some product and environmental lawsuits. These are notable problems, but they&#39;re not insurmountable. On the business front, the industrial giant&#39;s operations wax and wane over time just like any other company. Given its history and focus on innovation, it should eventually get back on a better track. As for the lawsuits, they could be costly, but it&#39;s likely that 3M will be able to handle the hit. In the end, this is an attractively priced name with a great history that is dealing with issues that seem transitory.</p><h2>A proven value creator</h2><p><b>Matt DiLallo (Brookfield Asset Management):</b> I like to invest. Because of that, I routinely purchase a variety of stocks. However, if I could only buy one in the coming year, Brookfield Asset Management would be my top choice.</p><p>For starters, I love the company&#39;s management. CEO Bruce Flatt is a personal favorite of mine. He&#39;s right up there with Warren Buffett in my book as one of the best value investors around. I enjoy reading his quarterly letter to shareholders, which Flatt fills with investing and economic insight. He&#39;s also a proven value creator. Since becoming CEO in 2002, he&#39;s helped Brookfield deliver a 15.7% total annualized return, pulverizing the <b>S&amp;P 500</b>&#39;s 10.6% total return during that time frame. </p><p>I also like the company&#39;s business model. Brookfield is a leading global alternative asset manager focused on real estate, infrastructure, and renewable energy -- three of my favorite investing themes. An investment in Brookfield provides broad exposure to those three asset classes and many more. Brookfield invests directly across those themes and manages private equity funds focused on those sectors.</p><p>Finally, Brookfield has enormous upside potential. It expects to double its fee-bearing assets under management over the next five years. Combine that with performance-based earnings on its funds and the compounding value of its balance sheet investments, and it has the potential of generating up to 25% annualized total returns over the next five years. That upside, along with all the other positives, is why I&#39;d buy Brookfield if it were the only stock I could purchase this year. </p><h2>Investors are overlooking the growth potential here</h2><p><b>Neha Chamaria</b> <b>(Brookfield Renewable)</b>: 2021 is turning out to be a record-setting year for global renewable electricity addition, but this could just be the beginning. Yet shares of one of the largest pure-play renewables companies that&#39;s growing at a steady pace have languished this year, which is why Brookfield Renewable would be at the top of my shopping list of stocks to buy in 2022.</p><p>Brookfield Renewable, in fact, generated record funds from operations (FFO) in its third quarter and believes it could grow FFO by nearly 20% per year through 2026 through a combination of organic and inorganic growth. 2021 was also a solid year in terms of growth initiatives, with Brookfield Renewable expanding its U.S. distributed-generation business by nearly five times, signing agreements to acquire multiple late-stage solar development projects in the U.S. and even making meaningful headway in the high-potential green hydrogen space.</p><p>Brookfield Renewable&#39;s current development pipeline is larger than ever, and the company is committed to growing dividends annually by 5% to 9%. That shouldn&#39;t be tough given the solid pace of growth in its FFO. That dividend growth, its dividend yield of 3.4%, and the humongous growth potential in renewable energy are the biggest reasons why I consider Brookfield Renewable a top stock for 2022.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock in 2022, This Would Be It</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\">\nIf I Could Buy Only 1 Stock in 2022, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 13:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We're firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.We asked some of our Fool.com contributors to whittle their favorites down to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAM":"布鲁克菲尔德资产管理","BEP":"Brookfield Renewable Partners LP","BK4206":"工业集团企业","MMM":"3M","BK4133":"新能源发电业者","BK4512":"苹果概念","BK4534":"瑞士信贷持仓","BEPC":"Brookfield Renewable Corp.","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4135":"资产管理与托管银行"},"source_url":"https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200444738","content_text":"We're firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.We asked some of our Fool.com contributors to whittle their favorites down to their top choice to buy in 2022 if they could only pick one. Here's why 3M (NYSE:MMM), Brookfield Asset Management (NYSE:BAM), and Brookfield Renewable (NYSE:BEP)(NYSE:BEPC) topped their lists as the one stock they'd buy this year. Image source: Getty Images.A diversified giant that's still on saleReuben Gregg Brewer (3M): Benjamin Graham, renowned value investor and mentor to Warren Buffet, explains that investors are partnered with \"Mr. Market,\" a mercurial fellow prone to fits of despair and jubilation. When he's overly excited, you should consider selling to him; when he's pessimistic, you should think about buying. Right now, Mr. Market is very downbeat on diversified international industrial giant 3M. One way to see this is that the company's dividend yield, at around 3.3%, is near the top end of its historical range.MMM Dividend Yield data by YChartsGraham had some other advice when it came to actually selecting stocks. Specifically, he argued that most investors would be wise sticking to large, financially strong companies, with strong dividend histories. 3M stacks up well on these measures. It has a market cap of $100 billion, which makes it a mega-cap stock. Its balance sheet is investment-grade rated by the major credit agencies, so it's financially strong. And it has increased its dividend annually for over 60 years, making it a very elite Dividend King.So why is Mr. Market pessimistic? The answer is a mixture of slowing growth and some product and environmental lawsuits. These are notable problems, but they're not insurmountable. On the business front, the industrial giant's operations wax and wane over time just like any other company. Given its history and focus on innovation, it should eventually get back on a better track. As for the lawsuits, they could be costly, but it's likely that 3M will be able to handle the hit. In the end, this is an attractively priced name with a great history that is dealing with issues that seem transitory.A proven value creatorMatt DiLallo (Brookfield Asset Management): I like to invest. Because of that, I routinely purchase a variety of stocks. However, if I could only buy one in the coming year, Brookfield Asset Management would be my top choice.For starters, I love the company's management. CEO Bruce Flatt is a personal favorite of mine. He's right up there with Warren Buffett in my book as one of the best value investors around. I enjoy reading his quarterly letter to shareholders, which Flatt fills with investing and economic insight. He's also a proven value creator. Since becoming CEO in 2002, he's helped Brookfield deliver a 15.7% total annualized return, pulverizing the S&P 500's 10.6% total return during that time frame. I also like the company's business model. Brookfield is a leading global alternative asset manager focused on real estate, infrastructure, and renewable energy -- three of my favorite investing themes. An investment in Brookfield provides broad exposure to those three asset classes and many more. Brookfield invests directly across those themes and manages private equity funds focused on those sectors.Finally, Brookfield has enormous upside potential. It expects to double its fee-bearing assets under management over the next five years. Combine that with performance-based earnings on its funds and the compounding value of its balance sheet investments, and it has the potential of generating up to 25% annualized total returns over the next five years. That upside, along with all the other positives, is why I'd buy Brookfield if it were the only stock I could purchase this year. Investors are overlooking the growth potential hereNeha Chamaria (Brookfield Renewable): 2021 is turning out to be a record-setting year for global renewable electricity addition, but this could just be the beginning. Yet shares of one of the largest pure-play renewables companies that's growing at a steady pace have languished this year, which is why Brookfield Renewable would be at the top of my shopping list of stocks to buy in 2022.Brookfield Renewable, in fact, generated record funds from operations (FFO) in its third quarter and believes it could grow FFO by nearly 20% per year through 2026 through a combination of organic and inorganic growth. 2021 was also a solid year in terms of growth initiatives, with Brookfield Renewable expanding its U.S. distributed-generation business by nearly five times, signing agreements to acquire multiple late-stage solar development projects in the U.S. and even making meaningful headway in the high-potential green hydrogen space.Brookfield Renewable's current development pipeline is larger than ever, and the company is committed to growing dividends annually by 5% to 9%. That shouldn't be tough given the solid pace of growth in its FFO. That dividend growth, its dividend yield of 3.4%, and the humongous growth potential in renewable energy are the biggest reasons why I consider Brookfield Renewable a top stock for 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830688297,"gmtCreate":1629070737919,"gmtModify":1676529918685,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/830688297","repostId":"1129589874","repostType":4,"repost":{"id":"1129589874","pubTimestamp":1629067868,"share":"https://ttm.financial/m/news/1129589874?lang=&edition=fundamental","pubTime":"2021-08-16 06:51","market":"us","language":"en","title":"Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1129589874","media":"Barrons","summary":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.","content":"<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday.&nbsp;Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p>\n<p>The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a&nbsp;0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p>\n<p>Major non-retail companies releasing results this week include Pandora and&nbsp;Krispy Kreme&nbsp;on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and&nbsp;Lumentum Holdings&nbsp;all report.Applied Materials&nbsp;goes on Thursday and Deere closes the week on Friday.</p>\n<p>Economic data out this week include several housing-market metrics:&nbsp;The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p>\n<p>Also on Wednesday, the&nbsp;Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the&nbsp;Conference Board publishes its Leading Economic Index for July on Thursday.</p>\n<p><b>Monday 8/16</b></p>\n<p>Tencent Music Entertainment Group,Tokyo Electron,and&nbsp;Clear Secure&nbsp;are among the companies holding earnings conference calls.</p>\n<p><b>The Federal Reserve</b>&nbsp;Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p>\n<p><b>Tuesday 8/17</b></p>\n<p>BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p>\n<p>America’s Car-Mart,Jack Henry &amp; Associates,and&nbsp;La-Z-Boy&nbsp;report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p>\n<p><b>The Federal Reserve</b>&nbsp;releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p>\n<p><b>The National Association</b>&nbsp;of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p>\n<p><b>Federal Reserve Board</b>&nbsp;Chairman Jay Powell will host a virtual town hall with educators and students.</p>\n<p><b>The Census Bureau reports</b>&nbsp;retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p>\n<p><b>Wednesday 8/18</b></p>\n<p><b>The Federal Open Market</b>&nbsp;Committee releases the minutes from its late-July monetary-policy meeting.</p>\n<p>Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p>\n<p><b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p>\n<p><b>Thursday 8/19</b></p>\n<p>BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p>\n<p><b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p>\n<p><b>Friday 8/20</b></p>\n<p>Deere and Foot Locker host conference calls to discuss financial results.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 06:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","TME":"腾讯音乐","WMT":"沃尔玛","NVDA":"英伟达",".SPX":"S&P 500 Index","TGT":"塔吉特"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129589874","content_text":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.\nThe Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.\nMajor non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.\nEconomic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.\nAlso on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.\nMonday 8/16\nTencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.\nThe Federal Reserve Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.\nTuesday 8/17\nBHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.\nAmerica’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.\nThe Federal Reserve releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.\nFederal Reserve Board Chairman Jay Powell will host a virtual town hall with educators and students.\nThe Census Bureau reports retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.\nWednesday 8/18\nThe Federal Open Market Committee releases the minutes from its late-July monetary-policy meeting.\nCisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.\nThe Census Bureau’snew residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.\nThursday 8/19\nBJ’s Wholesale,L Brands, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.\nThe Conference Boardreleases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.\nFriday 8/20\nDeere and Foot Locker host conference calls to discuss financial results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896648019,"gmtCreate":1628581327631,"gmtModify":1703508488881,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/896648019","repostId":"1127196790","repostType":4,"repost":{"id":"1127196790","pubTimestamp":1628558583,"share":"https://ttm.financial/m/news/1127196790?lang=&edition=fundamental","pubTime":"2021-08-10 09:23","market":"us","language":"en","title":"20 stocks for maximum growth as the world switches to clean energy","url":"https://stock-news.laohu8.com/highlight/detail?id=1127196790","media":"Market Wacth","summary":"A landmark U.N. climate report is urging policy makers to reduce carbon output. These companies oper","content":"<p>A landmark U.N. climate report is urging policy makers to reduce carbon output. These companies operate in industries aiming to do just that.</p>\n<p>If you would like your investments to help protect the Earth, you might as well go in for the long term and try to make a lot of money as companies specializing in low-emissions and sustainable energy technologies grow.</p>\n<p>Below is a screen of alternative-energy companies expected to produce the fastest revenue growth over the next three years.</p>\n<p>The United Nations Intergovernmental Panel on Climate Change released its new report on climate change Aug. 9 and said that the past decade had been the warmest over the past 125,000 years. Here arefive quick takeaways from the U.N. IPCC’s report. You can read the IPICC’s summaries and download the entire reporthere.</p>\n<p>Climate change is a controversial subject, but regardless of your opinion about governments’ responsibility, as an investor you need to move toward lower emissions, more sustainable power sources, smart electric grids, among other things. Changing your portfolio with the times gives you an opportunity to profit as innovative companies grow quickly.</p>\n<p>A diversified investment in one or more exchange traded funds focused on clean energy is one way to do this — it also sets the basis for the stock screen that follows.</p>\n<p>Here are the largest five alternative energy ETFs listed byETF Database.</p>\n<p>To begin the screen, we looked at the five largest cloud ETFs:<img src=\"https://static.tigerbbs.com/9285f19898486b364b43ce7ff3a5838d\" tg-width=\"796\" tg-height=\"470\" referrerpolicy=\"no-referrer\">These ETFs have varying strategies, and definitions of alternative or clean energy companies may be broad. For example, electric-vehicle maker Tesla Inc.TSLAalso makes solar-power-generation equipment and is held by QCLN, ACES and GRID. Rival EV makers Nio Inc.NIOand Xpeng Inc.XPEVare held by QCLN.</p>\n<p>If you are interested in any ETF, you should review the fund manager’s website.</p>\n<p>ETF Database says solar energy is the most common industry among companies held by ETFs in the alternative energy category, but that “wind, hydroelectric and geothermal energies are also represented.”</p>\n<p>Here’s a comparison of total returns for the five ETFs through Aug. 6:<img src=\"https://static.tigerbbs.com/3afa3b109ecb8ba327ef4f8055bc64df\" tg-width=\"787\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n<p>Performance among these alternative energy ETFs is mixed, but for the three- and five-year periods, all handily beat the returns of the S&amp;P 500 IndexSPX.</p>\n<p>Clean-energy stock screen</p>\n<p>The five ETFs listed above hold a total of 204 stocks. To project the growth of revenue through 2023, we used calendar 2020 estimates among analysts polled by FactSet as a baseline and then looked at consensus estimates for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p>\n<p>We emphasized revenue because many of these companies are at early stages and are focused on developing products and services and growing their businesses, rather than showing net income.</p>\n<p>To ensure a quality set of estimates, we limited the group of companies to those covered by at least five analysts polled by FactSet. For a slight cut to risk, we also eliminated any company with less than $10 million in estimated revenue during calendar 2020. The available set of data brought the list down to 135 companies.</p>\n<p>Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for revenue through calendar 2023:<img src=\"https://static.tigerbbs.com/7552723be859844b880cee8eeb7d35d8\" tg-width=\"769\" tg-height=\"920\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/594560c0251d036dde14281d1d7dae19\" tg-width=\"783\" tg-height=\"276\" referrerpolicy=\"no-referrer\"></p>\n<p>Click on the tickers for more about each company.</p>\n<p>The following table includes price-to-earnings ratios based on current market capitalizations and consensus net income estimates for calendar 2022 (if they are more than zero) and price-to-sales ratios based on market caps and consensus revenue estimates for calendar 2022.</p>\n<p>All numbers feeding the P/E and price-to-sales ratios are in U.S. dollars.</p>\n<p>The table also includes summaries of analysts’ opinions about the stocks, with share prices and price targets in local currencies where the stocks are listed.<img src=\"https://static.tigerbbs.com/b114765cad0f23062fe42ba9bc437584\" tg-width=\"780\" tg-height=\"784\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/756b4d1bde012d48ea013a6993365d91\" tg-width=\"780\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1604288433698","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>20 stocks for maximum growth as the world switches to clean energy</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\">\n20 stocks for maximum growth as the world switches to clean energy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 09:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/20-stocks-for-maximum-growth-as-the-world-switches-to-clean-energy-11628531922?mod=home-page><strong>Market Wacth</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A landmark U.N. climate report is urging policy makers to reduce carbon output. These companies operate in industries aiming to do just that.\nIf you would like your investments to help protect the ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-stocks-for-maximum-growth-as-the-world-switches-to-clean-energy-11628531922?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/20-stocks-for-maximum-growth-as-the-world-switches-to-clean-energy-11628531922?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127196790","content_text":"A landmark U.N. climate report is urging policy makers to reduce carbon output. These companies operate in industries aiming to do just that.\nIf you would like your investments to help protect the Earth, you might as well go in for the long term and try to make a lot of money as companies specializing in low-emissions and sustainable energy technologies grow.\nBelow is a screen of alternative-energy companies expected to produce the fastest revenue growth over the next three years.\nThe United Nations Intergovernmental Panel on Climate Change released its new report on climate change Aug. 9 and said that the past decade had been the warmest over the past 125,000 years. Here arefive quick takeaways from the U.N. IPCC’s report. You can read the IPICC’s summaries and download the entire reporthere.\nClimate change is a controversial subject, but regardless of your opinion about governments’ responsibility, as an investor you need to move toward lower emissions, more sustainable power sources, smart electric grids, among other things. Changing your portfolio with the times gives you an opportunity to profit as innovative companies grow quickly.\nA diversified investment in one or more exchange traded funds focused on clean energy is one way to do this — it also sets the basis for the stock screen that follows.\nHere are the largest five alternative energy ETFs listed byETF Database.\nTo begin the screen, we looked at the five largest cloud ETFs:These ETFs have varying strategies, and definitions of alternative or clean energy companies may be broad. For example, electric-vehicle maker Tesla Inc.TSLAalso makes solar-power-generation equipment and is held by QCLN, ACES and GRID. Rival EV makers Nio Inc.NIOand Xpeng Inc.XPEVare held by QCLN.\nIf you are interested in any ETF, you should review the fund manager’s website.\nETF Database says solar energy is the most common industry among companies held by ETFs in the alternative energy category, but that “wind, hydroelectric and geothermal energies are also represented.”\nHere’s a comparison of total returns for the five ETFs through Aug. 6:\nPerformance among these alternative energy ETFs is mixed, but for the three- and five-year periods, all handily beat the returns of the S&P 500 IndexSPX.\nClean-energy stock screen\nThe five ETFs listed above hold a total of 204 stocks. To project the growth of revenue through 2023, we used calendar 2020 estimates among analysts polled by FactSet as a baseline and then looked at consensus estimates for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nWe emphasized revenue because many of these companies are at early stages and are focused on developing products and services and growing their businesses, rather than showing net income.\nTo ensure a quality set of estimates, we limited the group of companies to those covered by at least five analysts polled by FactSet. For a slight cut to risk, we also eliminated any company with less than $10 million in estimated revenue during calendar 2020. The available set of data brought the list down to 135 companies.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for revenue through calendar 2023:\nClick on the tickers for more about each company.\nThe following table includes price-to-earnings ratios based on current market capitalizations and consensus net income estimates for calendar 2022 (if they are more than zero) and price-to-sales ratios based on market caps and consensus revenue estimates for calendar 2022.\nAll numbers feeding the P/E and price-to-sales ratios are in U.S. dollars.\nThe table also includes summaries of analysts’ opinions about the stocks, with share prices and price targets in local currencies where the stocks are listed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155369689,"gmtCreate":1625376684241,"gmtModify":1703741031950,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155369689","repostId":"2148807114","repostType":4,"repost":{"id":"2148807114","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":1625367960,"share":"https://ttm.financial/m/news/2148807114?lang=&edition=fundamental","pubTime":"2021-07-04 11:06","market":"us","language":"en","title":"Can Biden really protect Americans from the next crippling cyber attack?","url":"https://stock-news.laohu8.com/highlight/detail?id=2148807114","media":"Dow Jones","summary":"International rivals have little incentive to stop attacks against the U.S.\nAn epidemic of cyberatta","content":"<p>International rivals have little incentive to stop attacks against the U.S.</p>\n<p>An epidemic of cyberattacks against the American government, citizens and businesses has raged for years, but experts say the U.S. government has been slow to respond, while remaining skeptical that proposed solutions would be effective in stopping international cyberthreats.</p>\n<p>The only major cybersecurity law passed during the past decade was the Cybersecurity Information Sharing Act of 2015, which created rules encouraging the private sector to share information about cyberattacks with the government, but did not make disclosure mandatory.</p>\n<p>Jim Lewis, director of the strategic technologies program at the Center for Strategic and International Studies told MarketWatch that congressional gridlock kept the Obama administration from passing a bipartisan law that would enable the federal government to require private companies to report cyberattacks.</p>\n<p>Read more: Colonial Pipeline CEO warns Congress that 'criminal gangs' are always 'sharpening their tactics' to target U.S. companies, government</p>\n<p>\"The idea of regulation used to be that you couldn't bring it up,\" he said. \"The Chamber of Commerce and and everyone else lined up to explain why it was bad. At the end of the day, Mitch McConnell decided that he didn't want to regulate,\" referring to the then Republican Senate majority leader from Kentucky. During the Trump administration, \"we pretty much sat out the last four years, it's painful to say that, but that's how it is,\" he added.</p>\n<p>President Joe Biden's administration, however, is attempting to make up for lost time with an executive order signed in May that would beef up U.S. government cyber security defenses and leverage the power of the federal procurement process to raise the security of software products.</p>\n<p>\"There's has really been a missed opportunity to use federal procurement to drive a secure market,\" Anne Neuberger, deputy national security adviser for cyber and emerging technology at the White House said during a virtual conference at CSIS last month.</p>\n<p>She added that the government is developing software standards that private providers must meet in order to sell to the government under the theory that higher quality software would become the industry standard, given the vast amount of software the government purchases annually. Neuberger argued that it wouldn't be cost effective for software providers to offer two products: a superior <a href=\"https://laohu8.com/S/AONE\">one</a> to the government and a substandard <a href=\"https://laohu8.com/S/AONE.U\">one</a> to the private sector.</p>\n<p>\"When you're building software in a world where you have sophisticated nation-state attackers constantly hunting for vulnerabilities in that software, build it in more secure ways,\" Neuberger said.</p>\n<p>Following last year's Solar Winds attack , which went unnoticed for months and threatened 18,000 companies and government agencies, and the Colonial Pipeline hack that led to widespread gasoline shortages in the U.S. Northeast, there finally seems to be an appetite for bipartisan legislation that would enable better oversight of critical infrastructure, according to Mark Gamis a senior vice president at Booz Allen Hamilton who advises federal clients on cyber operations.</p>\n<p>He pointed to reports of a proposal drafted by Democratic Sen. Mark Warner of Virginia and Republican senators Marco Rubio of Florida and Susan Collins of Maine that would require federal contractors and owners of critical infrastructure to report cyber incidents to federal authorities within 24 hours.</p>\n<p>\"That's important because the federal government has tremendous resources to bring to bear to help our with an incident, and in any sort of emergent situation, time is of the essence,\" he said, adding that the bipartisan nature of the bill indicates the GOP is now ready to get on board with mandatory reporting.</p>\n<p>Cybersecurity advocates have long argued that greater collaboration between government and business is essential to mitigate the effects of cybercrime.</p>\n<p>\"Governments and companies have different sources of information, insight and intelligence, wrote Paul Me, a lead partner for Cyber Risk at the consultancy Oliver Wyman in an op-ed for the World Economic Forum . \"Pooling them in a timely manner will create a clearer and more current picture of cyberthreats.\"</p>\n<p>CSIS' Jim Lewis, warned, however, that at its core the problem must be viewed through the lense of geopolitics, because the most sophisticated cyberattacks largely come from state actors or criminal groups in adversarial nations, including China, Iran and Russia. U.S. intelligence officials have said both the Solar Winds and Colonial Pipeline attack were done by Russian proxies.</p>\n<p>See also: Biden says he told Putin infrastructure should be 'off limits' to cyberattacks</p>\n<p>\"The Russians have a thriving cybercrime market and make billions of dollars a year,\" Lewis said. \"So why would they give that up, especially because the Kremlin enjoys the U.S. getting hit over the head?\"</p>\n<p>Lewis said that the Biden-Putin summit earlier this month was a success insofar as Biden set boundaries on acceptable behavior, with the president demanding that 16 critical infrastructure sectors , including energy and water, should be off-limits to cyberattacks. The question of how the U.S. would retaliate following a hack on one of these sectors, however, remains unanswered.</p>\n<p>\"The Russians have basically said that 'you have so many sanctions on us, one more won't make a difference,\" Lewis said, adding that the U.S. must get creative about an cyber-offensive approach to punish adversaries for their behavior, including shutting down cloud computing services that power the Russian internet.</p>\n<p>\"These are hard issues because the two things that the government needs to do is regulate U.S. companies while engaging with both allies and opponents on the international stage,\" Lewis added. \"Maybe that's too much for the government, but if it's too much in the government, we just need to get used to being whacked.\"</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>Can Biden really protect Americans from the next crippling cyber attack?</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\">\nCan Biden really protect Americans from the next crippling cyber attack?\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\">2021-07-04 11:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>International rivals have little incentive to stop attacks against the U.S.</p>\n<p>An epidemic of cyberattacks against the American government, citizens and businesses has raged for years, but experts say the U.S. government has been slow to respond, while remaining skeptical that proposed solutions would be effective in stopping international cyberthreats.</p>\n<p>The only major cybersecurity law passed during the past decade was the Cybersecurity Information Sharing Act of 2015, which created rules encouraging the private sector to share information about cyberattacks with the government, but did not make disclosure mandatory.</p>\n<p>Jim Lewis, director of the strategic technologies program at the Center for Strategic and International Studies told MarketWatch that congressional gridlock kept the Obama administration from passing a bipartisan law that would enable the federal government to require private companies to report cyberattacks.</p>\n<p>Read more: Colonial Pipeline CEO warns Congress that 'criminal gangs' are always 'sharpening their tactics' to target U.S. companies, government</p>\n<p>\"The idea of regulation used to be that you couldn't bring it up,\" he said. \"The Chamber of Commerce and and everyone else lined up to explain why it was bad. At the end of the day, Mitch McConnell decided that he didn't want to regulate,\" referring to the then Republican Senate majority leader from Kentucky. During the Trump administration, \"we pretty much sat out the last four years, it's painful to say that, but that's how it is,\" he added.</p>\n<p>President Joe Biden's administration, however, is attempting to make up for lost time with an executive order signed in May that would beef up U.S. government cyber security defenses and leverage the power of the federal procurement process to raise the security of software products.</p>\n<p>\"There's has really been a missed opportunity to use federal procurement to drive a secure market,\" Anne Neuberger, deputy national security adviser for cyber and emerging technology at the White House said during a virtual conference at CSIS last month.</p>\n<p>She added that the government is developing software standards that private providers must meet in order to sell to the government under the theory that higher quality software would become the industry standard, given the vast amount of software the government purchases annually. Neuberger argued that it wouldn't be cost effective for software providers to offer two products: a superior <a href=\"https://laohu8.com/S/AONE\">one</a> to the government and a substandard <a href=\"https://laohu8.com/S/AONE.U\">one</a> to the private sector.</p>\n<p>\"When you're building software in a world where you have sophisticated nation-state attackers constantly hunting for vulnerabilities in that software, build it in more secure ways,\" Neuberger said.</p>\n<p>Following last year's Solar Winds attack , which went unnoticed for months and threatened 18,000 companies and government agencies, and the Colonial Pipeline hack that led to widespread gasoline shortages in the U.S. Northeast, there finally seems to be an appetite for bipartisan legislation that would enable better oversight of critical infrastructure, according to Mark Gamis a senior vice president at Booz Allen Hamilton who advises federal clients on cyber operations.</p>\n<p>He pointed to reports of a proposal drafted by Democratic Sen. Mark Warner of Virginia and Republican senators Marco Rubio of Florida and Susan Collins of Maine that would require federal contractors and owners of critical infrastructure to report cyber incidents to federal authorities within 24 hours.</p>\n<p>\"That's important because the federal government has tremendous resources to bring to bear to help our with an incident, and in any sort of emergent situation, time is of the essence,\" he said, adding that the bipartisan nature of the bill indicates the GOP is now ready to get on board with mandatory reporting.</p>\n<p>Cybersecurity advocates have long argued that greater collaboration between government and business is essential to mitigate the effects of cybercrime.</p>\n<p>\"Governments and companies have different sources of information, insight and intelligence, wrote Paul Me, a lead partner for Cyber Risk at the consultancy Oliver Wyman in an op-ed for the World Economic Forum . \"Pooling them in a timely manner will create a clearer and more current picture of cyberthreats.\"</p>\n<p>CSIS' Jim Lewis, warned, however, that at its core the problem must be viewed through the lense of geopolitics, because the most sophisticated cyberattacks largely come from state actors or criminal groups in adversarial nations, including China, Iran and Russia. U.S. intelligence officials have said both the Solar Winds and Colonial Pipeline attack were done by Russian proxies.</p>\n<p>See also: Biden says he told Putin infrastructure should be 'off limits' to cyberattacks</p>\n<p>\"The Russians have a thriving cybercrime market and make billions of dollars a year,\" Lewis said. \"So why would they give that up, especially because the Kremlin enjoys the U.S. getting hit over the head?\"</p>\n<p>Lewis said that the Biden-Putin summit earlier this month was a success insofar as Biden set boundaries on acceptable behavior, with the president demanding that 16 critical infrastructure sectors , including energy and water, should be off-limits to cyberattacks. The question of how the U.S. would retaliate following a hack on one of these sectors, however, remains unanswered.</p>\n<p>\"The Russians have basically said that 'you have so many sanctions on us, one more won't make a difference,\" Lewis said, adding that the U.S. must get creative about an cyber-offensive approach to punish adversaries for their behavior, including shutting down cloud computing services that power the Russian internet.</p>\n<p>\"These are hard issues because the two things that the government needs to do is regulate U.S. companies while engaging with both allies and opponents on the international stage,\" Lewis added. \"Maybe that's too much for the government, but if it's too much in the government, we just need to get used to being whacked.\"</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":"2148807114","content_text":"International rivals have little incentive to stop attacks against the U.S.\nAn epidemic of cyberattacks against the American government, citizens and businesses has raged for years, but experts say the U.S. government has been slow to respond, while remaining skeptical that proposed solutions would be effective in stopping international cyberthreats.\nThe only major cybersecurity law passed during the past decade was the Cybersecurity Information Sharing Act of 2015, which created rules encouraging the private sector to share information about cyberattacks with the government, but did not make disclosure mandatory.\nJim Lewis, director of the strategic technologies program at the Center for Strategic and International Studies told MarketWatch that congressional gridlock kept the Obama administration from passing a bipartisan law that would enable the federal government to require private companies to report cyberattacks.\nRead more: Colonial Pipeline CEO warns Congress that 'criminal gangs' are always 'sharpening their tactics' to target U.S. companies, government\n\"The idea of regulation used to be that you couldn't bring it up,\" he said. \"The Chamber of Commerce and and everyone else lined up to explain why it was bad. At the end of the day, Mitch McConnell decided that he didn't want to regulate,\" referring to the then Republican Senate majority leader from Kentucky. During the Trump administration, \"we pretty much sat out the last four years, it's painful to say that, but that's how it is,\" he added.\nPresident Joe Biden's administration, however, is attempting to make up for lost time with an executive order signed in May that would beef up U.S. government cyber security defenses and leverage the power of the federal procurement process to raise the security of software products.\n\"There's has really been a missed opportunity to use federal procurement to drive a secure market,\" Anne Neuberger, deputy national security adviser for cyber and emerging technology at the White House said during a virtual conference at CSIS last month.\nShe added that the government is developing software standards that private providers must meet in order to sell to the government under the theory that higher quality software would become the industry standard, given the vast amount of software the government purchases annually. Neuberger argued that it wouldn't be cost effective for software providers to offer two products: a superior one to the government and a substandard one to the private sector.\n\"When you're building software in a world where you have sophisticated nation-state attackers constantly hunting for vulnerabilities in that software, build it in more secure ways,\" Neuberger said.\nFollowing last year's Solar Winds attack , which went unnoticed for months and threatened 18,000 companies and government agencies, and the Colonial Pipeline hack that led to widespread gasoline shortages in the U.S. Northeast, there finally seems to be an appetite for bipartisan legislation that would enable better oversight of critical infrastructure, according to Mark Gamis a senior vice president at Booz Allen Hamilton who advises federal clients on cyber operations.\nHe pointed to reports of a proposal drafted by Democratic Sen. Mark Warner of Virginia and Republican senators Marco Rubio of Florida and Susan Collins of Maine that would require federal contractors and owners of critical infrastructure to report cyber incidents to federal authorities within 24 hours.\n\"That's important because the federal government has tremendous resources to bring to bear to help our with an incident, and in any sort of emergent situation, time is of the essence,\" he said, adding that the bipartisan nature of the bill indicates the GOP is now ready to get on board with mandatory reporting.\nCybersecurity advocates have long argued that greater collaboration between government and business is essential to mitigate the effects of cybercrime.\n\"Governments and companies have different sources of information, insight and intelligence, wrote Paul Me, a lead partner for Cyber Risk at the consultancy Oliver Wyman in an op-ed for the World Economic Forum . \"Pooling them in a timely manner will create a clearer and more current picture of cyberthreats.\"\nCSIS' Jim Lewis, warned, however, that at its core the problem must be viewed through the lense of geopolitics, because the most sophisticated cyberattacks largely come from state actors or criminal groups in adversarial nations, including China, Iran and Russia. U.S. intelligence officials have said both the Solar Winds and Colonial Pipeline attack were done by Russian proxies.\nSee also: Biden says he told Putin infrastructure should be 'off limits' to cyberattacks\n\"The Russians have a thriving cybercrime market and make billions of dollars a year,\" Lewis said. \"So why would they give that up, especially because the Kremlin enjoys the U.S. getting hit over the head?\"\nLewis said that the Biden-Putin summit earlier this month was a success insofar as Biden set boundaries on acceptable behavior, with the president demanding that 16 critical infrastructure sectors , including energy and water, should be off-limits to cyberattacks. The question of how the U.S. would retaliate following a hack on one of these sectors, however, remains unanswered.\n\"The Russians have basically said that 'you have so many sanctions on us, one more won't make a difference,\" Lewis said, adding that the U.S. must get creative about an cyber-offensive approach to punish adversaries for their behavior, including shutting down cloud computing services that power the Russian internet.\n\"These are hard issues because the two things that the government needs to do is regulate U.S. companies while engaging with both allies and opponents on the international stage,\" Lewis added. \"Maybe that's too much for the government, but if it's too much in the government, we just need to get used to being whacked.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183081292,"gmtCreate":1623293851916,"gmtModify":1704200269726,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Please help comment&nbsp;","listText":"Please help comment&nbsp;","text":"Please help comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/183081292","repostId":"1142408805","repostType":4,"repost":{"id":"1142408805","pubTimestamp":1623280126,"share":"https://ttm.financial/m/news/1142408805?lang=&edition=fundamental","pubTime":"2021-06-10 07:08","market":"us","language":"en","title":"U.S. stocks end lower ahead of inflation report","url":"https://stock-news.laohu8.com/highlight/detail?id=1142408805","media":"reuters","summary":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants a","content":"<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.</p>\n<p>The retail “meme stock” craze continued unabated.</p>\n<p>All three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.</p>\n<p>“There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”</p>\n<p>Heavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.</p>\n<p>Reddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.</p>\n<p>However, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath &amp; Beyond closed lower.</p>\n<p>Retail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.</p>\n<p>“It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”</p>\n<p>“I don’t think you should read too much regarding the broader market.”</p>\n<p>GameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.</p>\n<p>U.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.</p>\n<p>Industrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.</p>\n<p>Washington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.</p>\n<p>Even so, the Philadelphia SE Semiconductor index slipped 0.4%.</p>\n<p>The Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.</p>\n<p>The Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&amp;P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare gained the most.</p>\n<p>Benchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.</p>\n<p>Campbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.</p>\n<p>Drugmaker Merck &amp; Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.</p>\n<p>Declining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.</p>\n<p>Volume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.</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>U.S. stocks end lower ahead of inflation report</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\">\nU.S. stocks end lower ahead of inflation report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG><strong>reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","AEMD":"Aethlon Medical Inc",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142408805","content_text":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.\nThe retail “meme stock” craze continued unabated.\nAll three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.\n“There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”\nHeavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.\nReddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.\nHowever, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath & Beyond closed lower.\nRetail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.\n“It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”\n“I don’t think you should read too much regarding the broader market.”\nGameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.\nU.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.\nIndustrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.\nWashington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.\nEven so, the Philadelphia SE Semiconductor index slipped 0.4%.\nThe Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.\nThe Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.\nAmong the 11 major sectors in the S&P 500, healthcare gained the most.\nBenchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.\nCampbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.\nDrugmaker Merck & Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.\nDeclining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.\nThe S&P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.\nVolume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112994192,"gmtCreate":1622841215916,"gmtModify":1704192146901,"author":{"id":"3582775098103345","authorId":"3582775098103345","name":"OMZ","avatar":"https://static.tigerbbs.com/ca349f863c38e1c6aef2ca4511498926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582775098103345","authorIdStr":"3582775098103345"},"themes":[],"htmlText":"Yes yes","listText":"Yes yes","text":"Yes yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/112994192","repostId":"1154529120","repostType":4,"repost":{"id":"1154529120","pubTimestamp":1622810459,"share":"https://ttm.financial/m/news/1154529120?lang=&edition=fundamental","pubTime":"2021-06-04 20:40","market":"hk","language":"en","title":"Can Alibaba Stock Hit $500? If You Got Time, Yes","url":"https://stock-news.laohu8.com/highlight/detail?id=1154529120","media":"seekingalpha","summary":"Alibaba is a battleground stock where some see a lot of opportunities, while others see many risks.I believe that there are both opportunities and risks, but would see the prior outweighing the latter.In the long run, BABA has a chance of delivering strong gains for those that buy at the current, quite low, valuation.Since its IPO, Alibaba has seen strong share price gains, but it should also be mentioned that shares did peek in H2 2020, and have declined considerably since then:. Alibaba Group'","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is a battleground stock where some see a lot of opportunities, while others see many risks.</li>\n <li>I believe that there are both opportunities and risks, but would see the prior outweighing the latter.</li>\n <li>In the long run, BABA has a chance of delivering strong gains for those that buy at the current, quite low, valuation.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567d19950e6c8789ce2192b4503f0fa5\" tg-width=\"1536\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><span>Photo by efetova/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Alibaba Group (BABA) is a leading global high-tech name that continues to generate attractive growth and that offers investors exposure to the high-growth Chinese consumer market. At the same time, through a range of ventures, Alibaba is also active in additional industries, such as cloud computing. Shares have declined considerably over the last couple of months, but I believe that the long-term potential is significant. I would not be surprised to see shares rise towards $500, although that will not happen in the near term.</p>\n<p><b>BABA Stock Price</b></p>\n<p>Since its IPO, Alibaba has seen strong share price gains, but it should also be mentioned that shares did peek in H2 2020, and have declined considerably since then:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8079eeb5384ea003fb3725d3cd1e877f\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p>\n<p>Shares are now basically where they were one year ago, as the gains during summer 2020 have been erased when Ant Financial's IPO plans were stopped. The flat share price performance over the last year is somewhat surprising, though, as Alibaba continued to generate strong results in that time frame. During the last quarter, for example, Alibaba showcased a&nbsp;revenue growth rate of 64%, while revenue growth during the previous quarter was also very strong, at around 50%. This is not the only positive in Alibaba's earnings releases, however. The company also managed to grow its user count by 32 million during the most recent quarter alone, which equates to an annualized user growth rate of around 20%. This bodes well for future quarters, as more users on Alibaba's platform should translate into higher revenues. On top of that, the strong user growth shows that there is still growing demand for the shopping services that Alibaba's platforms offer -- the market is not saturated at all. Alibaba also managed to grow its EBITDA by 25% year over year, which is an attractive growth pace as well, and which was achieved despite growing investments in what management calls key growth areas. Income from operations, meanwhile, grew at an even faster pace, thanks to some operating leverage, rising by 48% year over year when adjusted for the fine that Alibaba had to pay during Q1. It makes, I believe, sense to back out this one-time item to get a clearer picture about Alibaba's underlying, \"core\" profitability during an average quarter.</p>\n<p>Alibaba Group's weak share price performance, relative to the broad market and other tech names, is thus not the result of weak operating performance, but rather a result of multiple compression, driven by weak investor sentiment due to China exposure and&nbsp;fears about regulation.</p>\n<p>At its current price of $220, BABA trades at a quite large discount compared to the current consensus analyst price target of $298. If Alibaba were to hit that, shares would gain 35%. Analyst price targets are usually issued with a 1-year time frame, thus, if the analyst community is correct, Alibaba could be a great investment. From a valuation standpoint, this price target doesn't seem outrageous at all, as $298 would equate to around 29x this year's expected net profits, or 23x next year's net earnings. The latter is likely the more telling one when we talk about a price target for summer 2022, i.e. 1 year from now.</p>\n<p><b>Can Alibaba Stock Hit $500?</b></p>\n<p>The answer to that question, I think, depends on your time frame. If you are looking at a 12-month window, then Alibaba will most likely not be able to hit $500. The ~$300 price target seems achievable, although that is, of course, also not guaranteed. If, however, we take a longer-term view, then $500 seems like a share price that BABA could hit eventually. Let's look at a couple of examples.</p>\n<p><i>- If Alibaba were to generate earnings per share of $20 at some point and traded at an earnings multiple of 25, then shares would trade at $500.</i></p>\n<p><i>- If Alibaba were to generate earnings per share of $25 and traded at a 20x earnings multiple, then shares would trade at $500.</i></p>\n<p><i>- If Alibaba were to generate earnings per share of $17 and traded at 29x its net profits, then shares would trade at (marginally below) $500.</i></p>\n<p>We see that there are many scenarios that could get us to a $500 share price for BABA, some of them more likely than others. Of course, the higher your target multiple, the lower the earnings that would be required. This, in turn, means that the price target can be hit sooner, as less cumulative earnings growth would be required. When we take a look at how Alibaba was valued in the past, we see that the longer-term median earnings multiples for BABA look like this:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd2d42b7094deb394266d6410287c2e4\" tg-width=\"635\" tg-height=\"436\"><span>Data byYCharts</span></p>\n<p>At 30-40x net earnings, Alibaba was clearly trading at a massive premium relative to how shares are valued today (around 20x this year's earnings). I think that the current valuation is too low, but on the other hand, I do not expect Alibaba to trade at 30, 35, or even 40x net profits in coming years. Due to the growing scale of Alibaba, which makes it a little harder to maintain its excellent growth in coming years, shares will likely trade at a lower valuation in coming years, compared to how they were valued in the past.</p>\n<p>I still think that shares do have some valuation expansion potential from the current earnings multiple of around 21, thus let's assume that shares trade at 23x net profits in the future. This would still represent a massive discount versus the historic valuation, and also a substantial discount compared to how US-based high-tech mega-caps are valued -- Amazon (AMZN), for example, trades at 59x this year's earnings.</p>\n<p>If we want to get to a $500 share price for BABA using a 23x earnings multiple, then we get to earnings per share of $21.70 that Alibaba must generate. When could this be the case? In the following chart, we see EPS estimates for the current year, next year (CY 2022), and CY 2023:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fcf78e0b071eff9753afbdcd96f751c\" tg-width=\"635\" tg-height=\"436\"><span>Data byYCharts</span></p>\n<p>If analysts are right, Alibaba will not get to earn $22 a share through 2023, and I think that is realistic. I do not see earnings per share rising by 100%+ between this year and 2023, either. From 2023, it would take another 43% increase in Alibaba's earnings per share to get to $21.70, which is our \"target EPS\" for a $500 share price.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b4c351b4b5eb3328191ccaa9a3b776c\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p>\n<p>Analysts are currently forecasting long-term EPS growth of around 27%, which would mean it would take Alibaba about 1.5 years to grow its EPS from $15.20 (2023 estimate) to our target of $21.70. Even if we assume that this is too optimistic and that growth will be just 20% in 2024 and 2025, EPS of $21.70 could be hit by the end of 2025. So, in other words, if Alibaba grows a little less than what analysts are forecasting right now, Alibaba could trade at $500 by the end of 2025 -- or 4.5 years from now. Note that this scenario does not require a high earnings multiple at all -- at 23x net profits, Alibaba wouldn't be expensive, I believe.</p>\n<p>We can get even more conservative and assume that the 2023 EPS estimate is 10% too high and that EPS will grow by just 17% a year in the years beyond 2023 (versus a long-term forecast of 27% a year by the analyst community). In that case, Alibaba would hit $21.70 in earnings per share in 2026, and shares would rise to $500 over the next 5.5 years. Even in this scenario, BABA wouldn't be a bad investment at all -- a 130% share price increase from the current level over the next 5.5 years would equate to annualized returns of 16%.</p>\n<p>So, to sum this section up, I'd say<i>yes, BABA can hit $500</i>-- but it will realistically take a couple of years. By the mid-2020s, this seems like a very achievable goal to me, although there are, of course, no guarantees.</p>\n<p><b>Is Alibaba Stock A Buy Or Sell Now?</b></p>\n<p>Alibaba Group is, I believe, a strong investment. The company generates strong growth, profits from multiple long-term macro trends, such as growing consumer spending in China, growing e-commerce market share, and cloud computing. There are, however, risks to consider: Alibaba is highly China-dependent, and in case the economic growth story in China ends, Alibaba would be hurt a lot. On top of that, Alibaba could be targeted again by regulators, although I personally think that it is not in China's best interest to hurt one of its highest-growth tech companies.</p>\n<p>For those that worry about these risks, Alibaba may not be the right choice, but for those that see Alibaba as a potentially very rewarding play on Chinese consumers, BABA could be a strong pick in a diversified portfolio. I belong to the latter group and thus rate the stock a buy at current valuations, expecting significant upside over the coming years. Depending on your risk tolerance and how you weigh the opportunities and threats of investing in Chinese companies, you may decide differently, however.</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>Can Alibaba Stock Hit $500? If You Got Time, Yes</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\">\nCan Alibaba Stock Hit $500? If You Got Time, Yes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 20:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4432992-alibaba-stock-hit-500><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is a battleground stock where some see a lot of opportunities, while others see many risks.\nI believe that there are both opportunities and risks, but would see the prior outweighing ...</p>\n\n<a href=\"https://seekingalpha.com/article/4432992-alibaba-stock-hit-500\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4432992-alibaba-stock-hit-500","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154529120","content_text":"Summary\n\nAlibaba is a battleground stock where some see a lot of opportunities, while others see many risks.\nI believe that there are both opportunities and risks, but would see the prior outweighing the latter.\nIn the long run, BABA has a chance of delivering strong gains for those that buy at the current, quite low, valuation.\n\nPhoto by efetova/iStock via Getty Images\nArticle Thesis\nAlibaba Group (BABA) is a leading global high-tech name that continues to generate attractive growth and that offers investors exposure to the high-growth Chinese consumer market. At the same time, through a range of ventures, Alibaba is also active in additional industries, such as cloud computing. Shares have declined considerably over the last couple of months, but I believe that the long-term potential is significant. I would not be surprised to see shares rise towards $500, although that will not happen in the near term.\nBABA Stock Price\nSince its IPO, Alibaba has seen strong share price gains, but it should also be mentioned that shares did peek in H2 2020, and have declined considerably since then:\nData byYCharts\nShares are now basically where they were one year ago, as the gains during summer 2020 have been erased when Ant Financial's IPO plans were stopped. The flat share price performance over the last year is somewhat surprising, though, as Alibaba continued to generate strong results in that time frame. During the last quarter, for example, Alibaba showcased a revenue growth rate of 64%, while revenue growth during the previous quarter was also very strong, at around 50%. This is not the only positive in Alibaba's earnings releases, however. The company also managed to grow its user count by 32 million during the most recent quarter alone, which equates to an annualized user growth rate of around 20%. This bodes well for future quarters, as more users on Alibaba's platform should translate into higher revenues. On top of that, the strong user growth shows that there is still growing demand for the shopping services that Alibaba's platforms offer -- the market is not saturated at all. Alibaba also managed to grow its EBITDA by 25% year over year, which is an attractive growth pace as well, and which was achieved despite growing investments in what management calls key growth areas. Income from operations, meanwhile, grew at an even faster pace, thanks to some operating leverage, rising by 48% year over year when adjusted for the fine that Alibaba had to pay during Q1. It makes, I believe, sense to back out this one-time item to get a clearer picture about Alibaba's underlying, \"core\" profitability during an average quarter.\nAlibaba Group's weak share price performance, relative to the broad market and other tech names, is thus not the result of weak operating performance, but rather a result of multiple compression, driven by weak investor sentiment due to China exposure and fears about regulation.\nAt its current price of $220, BABA trades at a quite large discount compared to the current consensus analyst price target of $298. If Alibaba were to hit that, shares would gain 35%. Analyst price targets are usually issued with a 1-year time frame, thus, if the analyst community is correct, Alibaba could be a great investment. From a valuation standpoint, this price target doesn't seem outrageous at all, as $298 would equate to around 29x this year's expected net profits, or 23x next year's net earnings. The latter is likely the more telling one when we talk about a price target for summer 2022, i.e. 1 year from now.\nCan Alibaba Stock Hit $500?\nThe answer to that question, I think, depends on your time frame. If you are looking at a 12-month window, then Alibaba will most likely not be able to hit $500. The ~$300 price target seems achievable, although that is, of course, also not guaranteed. If, however, we take a longer-term view, then $500 seems like a share price that BABA could hit eventually. Let's look at a couple of examples.\n- If Alibaba were to generate earnings per share of $20 at some point and traded at an earnings multiple of 25, then shares would trade at $500.\n- If Alibaba were to generate earnings per share of $25 and traded at a 20x earnings multiple, then shares would trade at $500.\n- If Alibaba were to generate earnings per share of $17 and traded at 29x its net profits, then shares would trade at (marginally below) $500.\nWe see that there are many scenarios that could get us to a $500 share price for BABA, some of them more likely than others. Of course, the higher your target multiple, the lower the earnings that would be required. This, in turn, means that the price target can be hit sooner, as less cumulative earnings growth would be required. When we take a look at how Alibaba was valued in the past, we see that the longer-term median earnings multiples for BABA look like this:\nData byYCharts\nAt 30-40x net earnings, Alibaba was clearly trading at a massive premium relative to how shares are valued today (around 20x this year's earnings). I think that the current valuation is too low, but on the other hand, I do not expect Alibaba to trade at 30, 35, or even 40x net profits in coming years. Due to the growing scale of Alibaba, which makes it a little harder to maintain its excellent growth in coming years, shares will likely trade at a lower valuation in coming years, compared to how they were valued in the past.\nI still think that shares do have some valuation expansion potential from the current earnings multiple of around 21, thus let's assume that shares trade at 23x net profits in the future. This would still represent a massive discount versus the historic valuation, and also a substantial discount compared to how US-based high-tech mega-caps are valued -- Amazon (AMZN), for example, trades at 59x this year's earnings.\nIf we want to get to a $500 share price for BABA using a 23x earnings multiple, then we get to earnings per share of $21.70 that Alibaba must generate. When could this be the case? In the following chart, we see EPS estimates for the current year, next year (CY 2022), and CY 2023:\nData byYCharts\nIf analysts are right, Alibaba will not get to earn $22 a share through 2023, and I think that is realistic. I do not see earnings per share rising by 100%+ between this year and 2023, either. From 2023, it would take another 43% increase in Alibaba's earnings per share to get to $21.70, which is our \"target EPS\" for a $500 share price.\nData byYCharts\nAnalysts are currently forecasting long-term EPS growth of around 27%, which would mean it would take Alibaba about 1.5 years to grow its EPS from $15.20 (2023 estimate) to our target of $21.70. Even if we assume that this is too optimistic and that growth will be just 20% in 2024 and 2025, EPS of $21.70 could be hit by the end of 2025. So, in other words, if Alibaba grows a little less than what analysts are forecasting right now, Alibaba could trade at $500 by the end of 2025 -- or 4.5 years from now. Note that this scenario does not require a high earnings multiple at all -- at 23x net profits, Alibaba wouldn't be expensive, I believe.\nWe can get even more conservative and assume that the 2023 EPS estimate is 10% too high and that EPS will grow by just 17% a year in the years beyond 2023 (versus a long-term forecast of 27% a year by the analyst community). In that case, Alibaba would hit $21.70 in earnings per share in 2026, and shares would rise to $500 over the next 5.5 years. Even in this scenario, BABA wouldn't be a bad investment at all -- a 130% share price increase from the current level over the next 5.5 years would equate to annualized returns of 16%.\nSo, to sum this section up, I'd sayyes, BABA can hit $500-- but it will realistically take a couple of years. By the mid-2020s, this seems like a very achievable goal to me, although there are, of course, no guarantees.\nIs Alibaba Stock A Buy Or Sell Now?\nAlibaba Group is, I believe, a strong investment. The company generates strong growth, profits from multiple long-term macro trends, such as growing consumer spending in China, growing e-commerce market share, and cloud computing. There are, however, risks to consider: Alibaba is highly China-dependent, and in case the economic growth story in China ends, Alibaba would be hurt a lot. On top of that, Alibaba could be targeted again by regulators, although I personally think that it is not in China's best interest to hurt one of its highest-growth tech companies.\nFor those that worry about these risks, Alibaba may not be the right choice, but for those that see Alibaba as a potentially very rewarding play on Chinese consumers, BABA could be a strong pick in a diversified portfolio. I belong to the latter group and thus rate the stock a buy at current valuations, expecting significant upside over the coming years. Depending on your risk tolerance and how you weigh the opportunities and threats of investing in Chinese companies, you may decide differently, however.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}