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Advisers weigh in","url":"https://stock-news.laohu8.com/highlight/detail?id=1135608442","media":"MarketWatch","summary":"Ouch.\nIf you hold an “emerging markets” stock fund in your IRA or 401(k), it’s been a white-knuckle ","content":"<p><img src=\"https://static.tigerbbs.com/0cfda9b98366daea7a6e657959777d90\" tg-width=\"700\" tg-height=\"400\" width=\"100%\" height=\"auto\">Ouch.</p>\n<p>If you hold an “emerging markets” stock fund in your IRA or 401(k), it’s been a white-knuckle few days.</p>\n<p>Emerging markets tanked after China’s Communist governmentcracked down on some of the country’s tech giants. Chinese stocks dominate the emerging market indexes these days, accounting for about 40% of the typical fund.</p>\n<p>Widely held funds like the Vanguard Emerging Markets Stock FundVEMAX,-0.98%and its ETF equivalentVWO,-0.68%,iShares Core MSCI Emerging MarketsIEMG,-0.88%and iShares MSCI Emerging MarketsEEM,-0.96%lost 5% of their value in a few days, though they’ve since rallied.</p>\n<p>That’s left them down about 5% since the start of the quarter on July 1 (American Funds’ actively managed New World fundNEWFX,-1.08%has held up better, and is down 2.5%)</p>\n<p>More important for long-term investors, this comes after a pretty dismal decade for emerging markets. Even factoring in reinvested dividends, the typical EM stock fund has banked a total return of 35% over the past 10 years.</p>\n<p>Over the same period an investor in the S&P 500 U.S. stock indexSPX,-0.54%,for example through the SPDR S&P 500 TrustSPY,-0.49%,has gained over 300%.</p>\n<p>With that in mind, does the typical saver even need, or want, an emerging markets fund in their 401(k) or IRA?</p>\n<p>Ian Weinberg, a financial planner at Family Wealth & Pension in Woodbury, N.Y., gives the case against. Emerging markets—and even developed international markets such as Europe and Japan—give you more risk and less return, he says. “Foreign equities have high correlation to U.S. equities in falling U.S. markets, and then have lower correlation to U.S. markets when they are rising,” he tells me. “That means simply that foreign stocks have begun to provide poor risk and return characteristics. Would you invest in something that goes down as much or more than domestic stocks, and goes up less than domestics stocks when they’re running?”</p>\n<p>Foreign stocks today look cheap compared to the U.S. for a reason, he says: “Europe can’t get out of the current negative interest environment, and emerging markets, dominated by China, are subject to governmental intervention and stability risk.” Meanwhile, U.S. companies all have big overseas exposure anyway, he points out. You can get all the exposure to international growth opportunities through the S&P 500.</p>\n<p>He’s not alone. Berkshire Hathaway’sBRK.A,-0.42%BRK.B,-0.53%chairman and investment genius Warren Buffett says most people are probably best off holding 90% of their portfolio in a U.S. stock market index fund and 10% in U.S. Treasury bills.</p>\n<p>But it takes two points of view to make a market, and plenty of advisers take the other side of the argument.</p>\n<p>“Emerging markets should definitely be a part of any person’s long term allocation,” says financial planner Ken Nutall in West Grove, Pa. Emerging markets tend to “zig” when other markets “zag,” he says. Emerging markets also offer a lot of possible growth. “They do tend to be a volatile but over longer periods they do tend to outperform,” he says.</p>\n<p>“Ordinary investors should absolutely have a weighting toward emerging markets within their long-term investment strategy,” agrees Jay Karamourtopoulos, a financial planner in Boston. “While global economies are now more connected than ever, there are still diversification benefits to investing in emerging markets,” he says. He adds: “Most investors have a home country bias to begin with. Couple that with the strong U.S. returns over the past decade and an argument can be made that many individual investors are severely overweight domestic stocks.”</p>\n<p>“Yes, of course people should be invested in emerging markets,” agrees planner Chris Chen in Lincoln, Mass. “It is part of diversification.” China, he says, is the second largest economy in the world and will soon be the largest. “How do you ignore them?”</p>\n<p>And many advisers say that one reason to look more closely at foreign markets—including emerging markets, and developed markets such as Europe—right now is precisely because they have done so badly for a decade. Emerging market stocks have underperformed U.S. stocks over the past decade, says planner Robert Cheney in Palo Alto, Calif. But that means “emerging markets are [now] cheaper on a relative value basis…and there may be a reversion to the mean over the next decade.</p>\n<p>“Emerging markets in general have had a tough time over the last 10 years,” says planner Brian Fischer in Miami. “However,” he adds, “there have been individual years recently and other stretches historically where they’ve relatively done much better. There is a diversification benefit, it’s just timing that benefit is incredibly difficult.”</p>\n<p>Those shying away from emerging markets because they’d done poorly of late, adds adviser Jordan Benold in Frisco, Texas, might bear in mind “the fundamental philosophy of buying low and selling high.”</p>\n<p>For my own part, I’ve been covering financial experts for over two decades and these things seem to have gone in cycles. I remember back in 2010, when emerging markets were on top, mainstream opinion was cheering them aggressively. If the cycle turned again, I wouldn’t be surprised.</p>\n<p>A big challenge today is that China so completely dominates emerging markets that your typical EM fund isn’t really that diversified. Add to that the issue that China is a rigged market controlled by the Communist Party (and the risks China may pose to Taiwan, by the way). Planner Chris Chen sees merit in splitting out China and non-China emerging markets as separate allocations. This makes a lot of sense.</p>\n<p>Franklin Templeton offers a China ETFFLCH,-0.41%with a moderate 0.19% annual charge. BlackRock’s iShares offers an emerging markets fund that excludes China, iShares MSCI Emerging Markets ex China ETFEMXC,-1.36%,charging 0.25% a year. It’s top country holdings are 22% Taiwan, 21% South Korea, 16% India and 9% Brazil.</p>\n<p>Joachim Klement, strategist at Liberum and a top research figure at the CFA Institute, says that the most truly diversified stock portfolio is one that follows, not the U.S. or any other country or region, but the MSCI All-Country World IndexACWI,-0.56%,which includes the U.S., Europe, Japan, Australasia, emerging markets and everywhere else. That, incidentally, is the strategy of some low-cost exchange-traded funds such as the Vanguard Total World Stock ETFVT,-0.56%and SPDR Portfolio MSCI Global Stock Market ETFSPGM,-0.71%.</p>\n<p>Note that they still hold nearly 60% of their money in U.S. stocks (which is about three times the U.S. share of world economic output, according to the IMF) because of U.S. valuations. Meanwhile emerging markets account for a modest 11% of the fund. Make of that what you will.</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>Should you stick with emerging markets? Advisers weigh in</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\">\nShould you stick with emerging markets? Advisers weigh in\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 09:44 GMT+8 <a href=https://www.marketwatch.com/story/should-you-stick-with-emerging-markets-advisers-weigh-in-11627647868?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ouch.\nIf you hold an “emerging markets” stock fund in your IRA or 401(k), it’s been a white-knuckle few days.\nEmerging markets tanked after China’s Communist governmentcracked down on some of the ...</p>\n\n<a href=\"https://www.marketwatch.com/story/should-you-stick-with-emerging-markets-advisers-weigh-in-11627647868?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",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/should-you-stick-with-emerging-markets-advisers-weigh-in-11627647868?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135608442","content_text":"Ouch.\nIf you hold an “emerging markets” stock fund in your IRA or 401(k), it’s been a white-knuckle few days.\nEmerging markets tanked after China’s Communist governmentcracked down on some of the country’s tech giants. Chinese stocks dominate the emerging market indexes these days, accounting for about 40% of the typical fund.\nWidely held funds like the Vanguard Emerging Markets Stock FundVEMAX,-0.98%and its ETF equivalentVWO,-0.68%,iShares Core MSCI Emerging MarketsIEMG,-0.88%and iShares MSCI Emerging MarketsEEM,-0.96%lost 5% of their value in a few days, though they’ve since rallied.\nThat’s left them down about 5% since the start of the quarter on July 1 (American Funds’ actively managed New World fundNEWFX,-1.08%has held up better, and is down 2.5%)\nMore important for long-term investors, this comes after a pretty dismal decade for emerging markets. Even factoring in reinvested dividends, the typical EM stock fund has banked a total return of 35% over the past 10 years.\nOver the same period an investor in the S&P 500 U.S. stock indexSPX,-0.54%,for example through the SPDR S&P 500 TrustSPY,-0.49%,has gained over 300%.\nWith that in mind, does the typical saver even need, or want, an emerging markets fund in their 401(k) or IRA?\nIan Weinberg, a financial planner at Family Wealth & Pension in Woodbury, N.Y., gives the case against. Emerging markets—and even developed international markets such as Europe and Japan—give you more risk and less return, he says. “Foreign equities have high correlation to U.S. equities in falling U.S. markets, and then have lower correlation to U.S. markets when they are rising,” he tells me. “That means simply that foreign stocks have begun to provide poor risk and return characteristics. Would you invest in something that goes down as much or more than domestic stocks, and goes up less than domestics stocks when they’re running?”\nForeign stocks today look cheap compared to the U.S. for a reason, he says: “Europe can’t get out of the current negative interest environment, and emerging markets, dominated by China, are subject to governmental intervention and stability risk.” Meanwhile, U.S. companies all have big overseas exposure anyway, he points out. You can get all the exposure to international growth opportunities through the S&P 500.\nHe’s not alone. Berkshire Hathaway’sBRK.A,-0.42%BRK.B,-0.53%chairman and investment genius Warren Buffett says most people are probably best off holding 90% of their portfolio in a U.S. stock market index fund and 10% in U.S. Treasury bills.\nBut it takes two points of view to make a market, and plenty of advisers take the other side of the argument.\n“Emerging markets should definitely be a part of any person’s long term allocation,” says financial planner Ken Nutall in West Grove, Pa. Emerging markets tend to “zig” when other markets “zag,” he says. Emerging markets also offer a lot of possible growth. “They do tend to be a volatile but over longer periods they do tend to outperform,” he says.\n“Ordinary investors should absolutely have a weighting toward emerging markets within their long-term investment strategy,” agrees Jay Karamourtopoulos, a financial planner in Boston. “While global economies are now more connected than ever, there are still diversification benefits to investing in emerging markets,” he says. He adds: “Most investors have a home country bias to begin with. Couple that with the strong U.S. returns over the past decade and an argument can be made that many individual investors are severely overweight domestic stocks.”\n“Yes, of course people should be invested in emerging markets,” agrees planner Chris Chen in Lincoln, Mass. “It is part of diversification.” China, he says, is the second largest economy in the world and will soon be the largest. “How do you ignore them?”\nAnd many advisers say that one reason to look more closely at foreign markets—including emerging markets, and developed markets such as Europe—right now is precisely because they have done so badly for a decade. Emerging market stocks have underperformed U.S. stocks over the past decade, says planner Robert Cheney in Palo Alto, Calif. But that means “emerging markets are [now] cheaper on a relative value basis…and there may be a reversion to the mean over the next decade.\n“Emerging markets in general have had a tough time over the last 10 years,” says planner Brian Fischer in Miami. “However,” he adds, “there have been individual years recently and other stretches historically where they’ve relatively done much better. There is a diversification benefit, it’s just timing that benefit is incredibly difficult.”\nThose shying away from emerging markets because they’d done poorly of late, adds adviser Jordan Benold in Frisco, Texas, might bear in mind “the fundamental philosophy of buying low and selling high.”\nFor my own part, I’ve been covering financial experts for over two decades and these things seem to have gone in cycles. I remember back in 2010, when emerging markets were on top, mainstream opinion was cheering them aggressively. If the cycle turned again, I wouldn’t be surprised.\nA big challenge today is that China so completely dominates emerging markets that your typical EM fund isn’t really that diversified. Add to that the issue that China is a rigged market controlled by the Communist Party (and the risks China may pose to Taiwan, by the way). Planner Chris Chen sees merit in splitting out China and non-China emerging markets as separate allocations. This makes a lot of sense.\nFranklin Templeton offers a China ETFFLCH,-0.41%with a moderate 0.19% annual charge. BlackRock’s iShares offers an emerging markets fund that excludes China, iShares MSCI Emerging Markets ex China ETFEMXC,-1.36%,charging 0.25% a year. It’s top country holdings are 22% Taiwan, 21% South Korea, 16% India and 9% Brazil.\nJoachim Klement, strategist at Liberum and a top research figure at the CFA Institute, says that the most truly diversified stock portfolio is one that follows, not the U.S. or any other country or region, but the MSCI All-Country World IndexACWI,-0.56%,which includes the U.S., Europe, Japan, Australasia, emerging markets and everywhere else. That, incidentally, is the strategy of some low-cost exchange-traded funds such as the Vanguard Total World Stock ETFVT,-0.56%and SPDR Portfolio MSCI Global Stock Market ETFSPGM,-0.71%.\nNote that they still hold nearly 60% of their money in U.S. stocks (which is about three times the U.S. share of world economic output, according to the IMF) because of U.S. valuations. Meanwhile emerging markets account for a modest 11% of the fund. Make of that what you will.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805021024,"gmtCreate":1627825837868,"gmtModify":1703496317077,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584018460843891","idStr":"3584018460843891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CXM\">$Sprinklr, Inc.(CXM)$</a>Buy buy buy ","listText":"<a href=\"https://laohu8.com/S/CXM\">$Sprinklr, Inc.(CXM)$</a>Buy buy buy ","text":"$Sprinklr, Inc.(CXM)$Buy buy buy","images":[{"img":"https://static.tigerbbs.com/b303909f5cf968a22f1367e3af8ee2b0","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805021024","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805023860,"gmtCreate":1627825808650,"gmtModify":1703496316249,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584018460843891","idStr":"3584018460843891"},"themes":[],"htmlText":"Buy buy buy ","listText":"Buy buy buy ","text":"Buy buy buy","images":[{"img":"https://static.tigerbbs.com/2f6c823e800f2db654b60db489734c93","width":"1125","height":"2472"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805023860","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":800529084,"gmtCreate":1627309013148,"gmtModify":1703487348296,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584018460843891","idStr":"3584018460843891"},"themes":[],"htmlText":"Gd article ","listText":"Gd article ","text":"Gd article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800529084","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","pubTimestamp":1627298804,"share":"https://ttm.financial/m/news/2154957883?lang=&edition=fundamental","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b> co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China. With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</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>3 Warren Buffett Stocks That Are Screaming Summer Buys</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\">\n3 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8 <a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","AMZN":"亚马逊","BMY":"施贵宝","GM":"通用汽车","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China. With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800520931,"gmtCreate":1627308985423,"gmtModify":1703487346477,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584018460843891","idStr":"3584018460843891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Buy buy buy","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Buy buy buy","text":"$Apple(AAPL)$Buy buy buy","images":[{"img":"https://static.tigerbbs.com/de39f829fd36a7b6b89b25ca4304bbdd","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800520931","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":145383725,"gmtCreate":1626189856767,"gmtModify":1703755269202,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584018460843891","idStr":"3584018460843891"},"themes":[],"htmlText":"Gd read ","listText":"Gd read ","text":"Gd read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145383725","repostId":"2151156669","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145383660,"gmtCreate":1626189824750,"gmtModify":1703755268549,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584018460843891","idStr":"3584018460843891"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[{"img":"https://static.tigerbbs.com/437783e68965068bd3378af0ade37f68","width":"1125","height":"2420"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145383660","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":146484937,"gmtCreate":1626096879429,"gmtModify":1703753275842,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584018460843891","idStr":"3584018460843891"},"themes":[],"htmlText":"Gd buy ","listText":"Gd buy ","text":"Gd buy","images":[{"img":"https://static.tigerbbs.com/1d16176c5bc77000d822259ad63c1274","width":"1125","height":"2262"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146484937","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":146483923,"gmtCreate":1626096752062,"gmtModify":1703753266365,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584018460843891","idStr":"3584018460843891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPLK\">$Splunk(SPLK)$</a>Buy buy buy","listText":"<a href=\"https://laohu8.com/S/SPLK\">$Splunk(SPLK)$</a>Buy buy buy","text":"$Splunk(SPLK)$Buy buy buy","images":[{"img":"https://static.tigerbbs.com/0cf7801bbe23f2d812968479f9e64b54","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146483923","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157698519,"gmtCreate":1625579633331,"gmtModify":1703744242243,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584018460843891","idStr":"3584018460843891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Buy buy buy","listText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Buy buy buy","text":"$SEA LTD(SE)$Buy buy buy","images":[{"img":"https://static.tigerbbs.com/67c3474e5721a581cb72c80652f3d1ed","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/157698519","isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583318222987864","authorId":"3583318222987864","name":"TheMilkyWay","avatar":"https://static.tigerbbs.com/190d59bcbcc876e15543cbd430d8c1f2","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3583318222987864","idStr":"3583318222987864"},"content":"Nowww! I just added some. But doing it slowly cos I think US market entering into correction soon & especially SEA. Let’s see. Let’s bag some small discount first.","text":"Nowww! I just added some. But doing it slowly cos I think US market entering into correction soon & especially SEA. Let’s see. Let’s bag some small discount first.","html":"Nowww! I just added some. But doing it slowly cos I think US market entering into correction soon & especially SEA. Let’s see. Let’s bag some small discount first."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":156401970,"gmtCreate":1625233140290,"gmtModify":1703738983066,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584018460843891","idStr":"3584018460843891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>buy buy buy ","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>buy buy buy ","text":"$Apple(AAPL)$buy buy buy","images":[{"img":"https://static.tigerbbs.com/699b1992960ff0b7e920a62160744271","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156401970","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":156400069,"gmtCreate":1625233069251,"gmtModify":1703738978268,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584018460843891","idStr":"3584018460843891"},"themes":[],"htmlText":"Good article ","listText":"Good article ","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156400069","repostId":"1126312436","repostType":4,"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156573279,"gmtCreate":1625232869091,"gmtModify":1703738969467,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584018460843891","idStr":"3584018460843891"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[{"img":"https://static.tigerbbs.com/a8c55a54dd2124ad744cf388f6ada917","width":"1125","height":"2341"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156573279","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151911375,"gmtCreate":1625061474097,"gmtModify":1703735135881,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584018460843891","idStr":"3584018460843891"},"themes":[],"htmlText":"Gd read","listText":"Gd read","text":"Gd read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151911375","repostId":"1150186389","repostType":4,"repost":{"id":"1150186389","pubTimestamp":1625044819,"share":"https://ttm.financial/m/news/1150186389?lang=&edition=fundamental","pubTime":"2021-06-30 17:20","market":"us","language":"en","title":"Which of the 10 Most Talked About Reddit Stocks Is Worth a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1150186389","media":"InvestorPlace","summary":"Like all investments, there are good Reddit stocks, and bad ones\nSource: Marcus Krauss / Shutterstoc","content":"<p>Like all investments, there are good Reddit stocks, and bad ones</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/753e957cac964de085fbdea1b1aa30a1\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Marcus Krauss / Shutterstock.com</span></p>\n<p>I must admit, when I was given this assignment my first thought was I’m the last guy to be talking about Reddit stocks. I think the attention being paid to Reddit and meme stocks is a bunch of hokum.</p>\n<p>The arguments abound whether the meme stock frenzy is a permanent part of the investing landscape.</p>\n<p>“This is not going to end well,” Former E*Trade CEO Karl Roessner told<i>CNBC</i>in early June while discussing the AMC rally. “I think historically we’ve seen this in the past, but I do believethis grouphas staying power.”</p>\n<p>However, if you’re a value investor, the mere presence of this kind of retail investor is music to your ears. While the sheep are out buying <b>GameStop</b>(NYSE:<b><u>GME</u></b>), you can pick up shares in some of America’s better companies that trade at a discount.</p>\n<p>That’s not easy when the Cyclically Adjusted PE Ratio (CAPE) of 38.11 is at the second-highest level on record — the highest was in December 1999 — with no end in sight to the multiple’s upward trajectory.</p>\n<p>With that in mind, I’ve rated the top 10 Reddit stocks— based on the number of comments made on r/WallStreetBets — from best to worst as a long-term buy:</p>\n<ul>\n <li><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)</li>\n <li><b>KB Home</b>(NYSE:<b><u>KBH</u></b>)</li>\n <li><b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>)</li>\n <li><b>Clean Energy Fuels</b>(NASDAQ:<b><u>CLNE</u></b>)</li>\n <li><b>BlackBerry</b>(NYSE:<b><u>BB</u></b>)</li>\n <li><b>Workhorse Group</b>(NASDAQ:<b><u>WKHS</u></b>)</li>\n <li><b>AMC Entertainment</b>(NYSE:<b><u>AMC</u></b>)</li>\n <li><b>ContextLogic</b>(NASDAQ:<b><u>WISH</u></b>)</li>\n <li><b>Globalstar</b>(NYSEAMERICAN:<b><u>GSAT</u></b>)</li>\n <li><b>Clover Health</b>(NASDAQ:<b><u>CLOV</u></b>)</li>\n</ul>\n<p><b>Tesla (TSLA)</b></p>\n<p>Say what you will about Elon Musk, but there’s no question he’s built one heck of a company. Soon, Tesla will have a fourth factory open in Berlin. Even though the original opening date of July 1 is no longer on the table due to myriad reasons, it will ultimately produce millions of electric vehicles (EVs) for willing European buyers.</p>\n<p>The company has added a battery cell production component to the plant outside Berlin. It will produce 500 million cells annually representing 50 gigawatt hours (GWh) of energy, 25% higher than <b>Volkswagen’s</b>(OTCMKTS:<b><u>VWAGY</u></b>) planned facility a couple hundred miles away.</p>\n<p>Across the pond in Texas, the company’s fifth so-called Gigafactory is getting closer to being ready for production. This plant will produce an updated version of the Model Y using “mega casting” technology to speed up the production process while delivering a lighter vehicle at the same time. It currently uses this technology at its plant in Shanghai.</p>\n<p>Tesla has afree cash flow (FCF) marginof 22.3% based on $35.94 billion in trailing-12-month revenue.</p>\n<p><b>KB Home (KBH)</b></p>\n<p>The largest homebuilders in America are having trouble keeping up with demand at the moment. At least for now, KB Home is meeting the demand from customers, 64% of which were first-time buyers in the latest quarter.</p>\n<p>“Operationally, our divisions are doing an excellent job of navigating this environment of demand strength and well-publicized supply chain constraints as we effectively balanced pace, price and starts to optimize our assets and manage our production,” said KB Home CEO Jeff Mezger in the Q2 2021 conference call.</p>\n<p>KB Home is so busy that the number of homes started in Q1 2021 and Q2 2021 was equivalent to 75% of the number of homes started for 2020. As a result, it expects to deliver $6 billion in housing revenue in 2021 at the midpoint of guidance, with operating margins between 11.5% and 12.0%.</p>\n<p>KB Home has anFCF margin of 6.5%based on $4.78 billion in trailing 12-month revenue.</p>\n<p><b>Palantir Technologies (PLTR)</b></p>\n<p>Palantir has been a public company for less than a year. The provider of data analytics software platforms for government agencies, corporations, and other large institutions, sold no shares last September when directly listedon the NYSE.</p>\n<p>The reference price was $7.25. PLTR stock is up 277.7% through the start of June 29.</p>\n<p>Not only is it growing its business — in the latest quarter, itsU.S. commercial revenuegrew 72% year-over-year while its U.S. government revenue jumped 83% YOY — it is also busy investing in other tech companies looking to go public.</p>\n<p>For example, it has invested in six private investments in public equity (PIPE) in the past three months. These PIPEs are part of the ongoing interest in special purpose acquisition companies (SPACs). Palantir invests in the PIPEs to gain financial returns and collaborate with these companies, which use its data analytic tools for their businesses.</p>\n<p>I’m not 100% sold on Palantir just yet, but it’s a good long-term buy compared to some of the Reddit stocks on this list.</p>\n<p>Palantir has anFCF margin of 9%based on $1.2 billion in trailing 12-month revenue.</p>\n<p><b>Clean Energy Fuels</b><b>(</b><b>CLNE)</b></p>\n<p>Back in February,I recommended CLNE. At the time, it was trading around $12.97. It was one of seven stocks to buy under $20. As I write this, it’s just under $11, so it’s lost ground over the past four months.</p>\n<p>I liked Clean Energy for several reasons.</p>\n<p>First, it provides three kinds of natural gas fuel for commercial trucks: compressed (CNG), liquified (LNG), and renewable (RNG). It’s the only fuel provider to do so. Secondly, RNG fuel enables trucking companies to deliver their services while getting close to or achieving carbon negative status. Third, it’s got fueling stations in 43 states and Canada. Lastly, it’s got deep pockets.<b>Total</b>(OTCMKTS:<b><u>TTFNF</u></b>) owns 25% of its stock.</p>\n<p>Oh, and as I said in February, from an adjusted EBITDA basis (earnings before interest, taxes, depreciation and amortization), it makes money while also growing revenues at a steady pace.</p>\n<p>In the meantime, Clean Energy has anFCF margin of 24.2%based on $283 million in trailing 12-month revenue.</p>\n<p><b>BlackBerry (BB)</b></p>\n<p>I can remember when President Barack Obama first entered the White House in January 2009. The BlackBerry was considered the cat’s meow when it came to mobile phones. By the time he left office in January 2017, it was in the dustbin of history.</p>\n<p>Now supplying security software to automobile manufacturers and other enterprises and governments worldwide — a research firm recently said its QNX software is installed in195 million vehicles worldwide — the Reddit crowd have taken to the Waterloo, Ontario-based tech company.</p>\n<p>Things have turned around for BlackBerry.</p>\n<p>At least, enough so to provide CEO John Chen with a handsome compensation package. Proxy advisory firm Glass Lewis recently blasted the company, suggesting its compensation plan had no relation to its overall corporate performance.</p>\n<p>As a result of the January Reddit rally, which saw BB stock move from $6.70 at the beginning of the month to a 52-week high of $28.77 by the end, Chen could receive as much as $206 million in cash and stock compensation from the long-term incentives issued in 2019.</p>\n<p>On a GAAP basis,BlackBerry still loses money. That said, the pivot it’s made to software has given it another shot at tech stardom. We’ll see if it gain regain its former glory from the Obama years.</p>\n<p>In the meantime, BlackBerry has anFCF margin of 9.3%based on $861 million in trailing 12-month revenue.</p>\n<p><b>Workhorse Group (WKHS)</b></p>\n<p>The last time I wrote about Workhorse Group was in late April. At the time, it was trading around $12.50. I argued that if it got the backlog of 8,000 commercial electric vehicle delivery trucks out the door over the next 12 to 24 months, it would have an ultra-low price-to-sales ratio of 4.2.</p>\n<p>Long story short, if it did, its stock would be worth more than $12.50.</p>\n<p>Well, on June 16, Workhorse officially protested the United States Postal Service awarding the estimated $6 billion contract to manufacture its next-generation delivery vehicle to <b>Oshkosh</b>(NYSE:<b><u>OSK</u></b>). The news pushed WKHS to $17.54 at the start of June 29.</p>\n<p><i>InvestorPlace’s</i> Dana Blankenhorn recently discussed Workhorse. He believes that the company was in the commercial EV game to ride on the coattails of big guns like <b>Ford</b>(NYSE:<b><u>F</u></b>) and <b>General Motors</b>(NYSE:<b><u>GM</u></b>). That’s not the craziest theory in the world.</p>\n<p>In the latest quarter, Workhorse delivered six trucks to customers and generated $521,000 in revenue. It plans to produce 1,000 trucks in 2021. It will have to pick up the pace if it wants to reach that goal. In the meantime, investors can expect its quarterly losses to accelerate as we make our way through the year.</p>\n<p>Workhorse has an FCF margin of -5,320.2% based on $1.83 million in trailing 12-month revenue. It is for speculative investors only.</p>\n<p><b>AMC Entertainment (AMC)</b></p>\n<p>AMC is a stock that I’m conflicted about.</p>\n<p>On the one hand, I believe that Americans will return to movie theaters in large numbers come fall. That will likely return the chain to pre-Covid revenue numbers. On the other hand, it has a burdensome debt load.</p>\n<p>Despite using the Reddit surge to raise much-needed cash to repay some of this debt — on June 3, it announced it would sell 11.55 million shares at the market to bring in another $600 million— it still has $11.05 billion owed, or 37.6% of its vastly overvalued market capitalization of $29.4 billion.</p>\n<p>Former E*Trade CEO Karl Roessner appeared on <i>CNBC</i> in early June. While he commended AMC management for selling shares when prices were high, the company is not worth $28 billion.</p>\n<p>“Absent some serious strategic undertakings by that company, it’s still just not worth what it’s trading for right now,” Roessner stated.</p>\n<p>I couldn’t agree more.</p>\n<p>AMC has anFCF margin of -280%based on $449 million in trailing 12-month revenue.</p>\n<p><b>ContextLogic (WISH)</b></p>\n<p>In February, I wrote an article about the e-commerce site with the headline“ContextLogic Has Nothing to Do With Retail”<i>.</i>I didn’t understand the composition of its board. It had no retail experience on its board to oversee the CEO.</p>\n<p>“If ContextLogic’s goal is to beat <b>Amazon</b>(NASDAQ:<b>AMZN</b>) at discount e-commerce apparel, its board of directors is a sure sign that’s not what it’s after,” I said.</p>\n<p>I finished the article by stating I didn’t get an inspirational vibe from Context Logic’s board of directors. In the four months since, WISH has lost 49% of its value and trades well below its IPO price of $24.</p>\n<p>ContextLogic has anFCF margin of -8%based on $2.87 billion in trailing 12-month revenue. I’m really not sure what Redditors see in this one.</p>\n<p><b>Globalstar (GSAT)</b></p>\n<p>Not everyone thinks the provider of mobile satellite services is a bad bet.</p>\n<p>B. Riley analyst Mike Crawford initiated coverage of Globalstar on June 21. The analyst gives it a “buy” rating and a $3.25 target price, double where it’s currently trading. He estimates that the company’s C-Band spectrum could be worth as much as $15 billion. Based on 1.79 billion shares outstanding, that’s $8.38 a share, considerably higher than the analyst’s target price.</p>\n<p>From where I sit, the fact that it’s currently trading at a price-to-sales ratio of 25.39 and not making money on a GAAP basis makes it very hard for me to get behind the company.</p>\n<p>However, Globalstar does have one big ace up its sleeve.</p>\n<p>On page 87 of its 2020 10-K, you will see that it had $1.8 billion in U.S. net operating loss (NOL) carryforwards with less than 1% expiring before 2025. It has an additional $200 million in foreign NOL carryforwards. So, should it start generating significant profits — that’s still very much up in the air — the loss carryforwards will shield the company’s earnings from taxes for the foreseeable future.</p>\n<p>Globalstar has anFCF margin of 18%based on $123 million in trailing 12-month revenue.</p>\n<p><b>Clover Health (CLOV)</b></p>\n<p>They say timing is everything.</p>\n<p>In early June, I wrote an article about the healthcare technology company, which uses data to provide healthcare plans for more than 130,000 Americans. At the time, I felt like there was a fair bit of upside resistance at $10.</p>\n<p>While I wouldn’t buy the money-losing stock, a patient investor with a higher than average risk tolerance would be wise to buy around $9, or hopefully less. And then came the June 8 Reddit-induced short squeeze, doubling CLOV’s share price within hours.</p>\n<p>“By afternoon trading [June 8], Clover had already traded over 650 million shares, 30 times more than its 30-day average volume of 22 million shares, according to FactSet,”<i>CNBC</i>‘s Yun Lireported. “By the closing bell on Wall Street, more than 720 million shares had changed hands.”</p>\n<p>CLOV stock closed June 7 trading at $11.92. By 4 p.m. the next day, it was over $22.</p>\n<p>In my article, I mentioned the investing lesson a 17-year-old learned about managing your expectations when playing with real money. I really hope he was able to sell his call options in the June surge. If not, the shares have still doubled from a month ago.</p>\n<p>Overall, it’s down slightly from its first day of trading on Jan. 8.</p>\n<p>Clover has anFCF margin of -24.2%based on $721 million in trailing 12-month revenue.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Which of the 10 Most Talked About Reddit Stocks Is Worth a Buy?</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\">\nWhich of the 10 Most Talked About Reddit Stocks Is Worth a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 17:20 GMT+8 <a href=https://investorplace.com/2021/06/which-of-the-10-most-talked-about-reddit-stocks-is-worth-a-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Like all investments, there are good Reddit stocks, and bad ones\nSource: Marcus Krauss / Shutterstock.com\nI must admit, when I was given this assignment my first thought was I’m the last guy to be ...</p>\n\n<a href=\"https://investorplace.com/2021/06/which-of-the-10-most-talked-about-reddit-stocks-is-worth-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WKHS":"Workhorse Group, Inc.","CLOV":"Clover Health Corp","CLNE":"Clean Energy Fuels Corp","KBH":"KB Home","AMC":"AMC院线","PLTR":"Palantir Technologies Inc.","BB":"黑莓","GSAT":"全球星","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/06/which-of-the-10-most-talked-about-reddit-stocks-is-worth-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150186389","content_text":"Like all investments, there are good Reddit stocks, and bad ones\nSource: Marcus Krauss / Shutterstock.com\nI must admit, when I was given this assignment my first thought was I’m the last guy to be talking about Reddit stocks. I think the attention being paid to Reddit and meme stocks is a bunch of hokum.\nThe arguments abound whether the meme stock frenzy is a permanent part of the investing landscape.\n“This is not going to end well,” Former E*Trade CEO Karl Roessner toldCNBCin early June while discussing the AMC rally. “I think historically we’ve seen this in the past, but I do believethis grouphas staying power.”\nHowever, if you’re a value investor, the mere presence of this kind of retail investor is music to your ears. While the sheep are out buying GameStop(NYSE:GME), you can pick up shares in some of America’s better companies that trade at a discount.\nThat’s not easy when the Cyclically Adjusted PE Ratio (CAPE) of 38.11 is at the second-highest level on record — the highest was in December 1999 — with no end in sight to the multiple’s upward trajectory.\nWith that in mind, I’ve rated the top 10 Reddit stocks— based on the number of comments made on r/WallStreetBets — from best to worst as a long-term buy:\n\nTesla(NASDAQ:TSLA)\nKB Home(NYSE:KBH)\nPalantir Technologies(NYSE:PLTR)\nClean Energy Fuels(NASDAQ:CLNE)\nBlackBerry(NYSE:BB)\nWorkhorse Group(NASDAQ:WKHS)\nAMC Entertainment(NYSE:AMC)\nContextLogic(NASDAQ:WISH)\nGlobalstar(NYSEAMERICAN:GSAT)\nClover Health(NASDAQ:CLOV)\n\nTesla (TSLA)\nSay what you will about Elon Musk, but there’s no question he’s built one heck of a company. Soon, Tesla will have a fourth factory open in Berlin. Even though the original opening date of July 1 is no longer on the table due to myriad reasons, it will ultimately produce millions of electric vehicles (EVs) for willing European buyers.\nThe company has added a battery cell production component to the plant outside Berlin. It will produce 500 million cells annually representing 50 gigawatt hours (GWh) of energy, 25% higher than Volkswagen’s(OTCMKTS:VWAGY) planned facility a couple hundred miles away.\nAcross the pond in Texas, the company’s fifth so-called Gigafactory is getting closer to being ready for production. This plant will produce an updated version of the Model Y using “mega casting” technology to speed up the production process while delivering a lighter vehicle at the same time. It currently uses this technology at its plant in Shanghai.\nTesla has afree cash flow (FCF) marginof 22.3% based on $35.94 billion in trailing-12-month revenue.\nKB Home (KBH)\nThe largest homebuilders in America are having trouble keeping up with demand at the moment. At least for now, KB Home is meeting the demand from customers, 64% of which were first-time buyers in the latest quarter.\n“Operationally, our divisions are doing an excellent job of navigating this environment of demand strength and well-publicized supply chain constraints as we effectively balanced pace, price and starts to optimize our assets and manage our production,” said KB Home CEO Jeff Mezger in the Q2 2021 conference call.\nKB Home is so busy that the number of homes started in Q1 2021 and Q2 2021 was equivalent to 75% of the number of homes started for 2020. As a result, it expects to deliver $6 billion in housing revenue in 2021 at the midpoint of guidance, with operating margins between 11.5% and 12.0%.\nKB Home has anFCF margin of 6.5%based on $4.78 billion in trailing 12-month revenue.\nPalantir Technologies (PLTR)\nPalantir has been a public company for less than a year. The provider of data analytics software platforms for government agencies, corporations, and other large institutions, sold no shares last September when directly listedon the NYSE.\nThe reference price was $7.25. PLTR stock is up 277.7% through the start of June 29.\nNot only is it growing its business — in the latest quarter, itsU.S. commercial revenuegrew 72% year-over-year while its U.S. government revenue jumped 83% YOY — it is also busy investing in other tech companies looking to go public.\nFor example, it has invested in six private investments in public equity (PIPE) in the past three months. These PIPEs are part of the ongoing interest in special purpose acquisition companies (SPACs). Palantir invests in the PIPEs to gain financial returns and collaborate with these companies, which use its data analytic tools for their businesses.\nI’m not 100% sold on Palantir just yet, but it’s a good long-term buy compared to some of the Reddit stocks on this list.\nPalantir has anFCF margin of 9%based on $1.2 billion in trailing 12-month revenue.\nClean Energy Fuels(CLNE)\nBack in February,I recommended CLNE. At the time, it was trading around $12.97. It was one of seven stocks to buy under $20. As I write this, it’s just under $11, so it’s lost ground over the past four months.\nI liked Clean Energy for several reasons.\nFirst, it provides three kinds of natural gas fuel for commercial trucks: compressed (CNG), liquified (LNG), and renewable (RNG). It’s the only fuel provider to do so. Secondly, RNG fuel enables trucking companies to deliver their services while getting close to or achieving carbon negative status. Third, it’s got fueling stations in 43 states and Canada. Lastly, it’s got deep pockets.Total(OTCMKTS:TTFNF) owns 25% of its stock.\nOh, and as I said in February, from an adjusted EBITDA basis (earnings before interest, taxes, depreciation and amortization), it makes money while also growing revenues at a steady pace.\nIn the meantime, Clean Energy has anFCF margin of 24.2%based on $283 million in trailing 12-month revenue.\nBlackBerry (BB)\nI can remember when President Barack Obama first entered the White House in January 2009. The BlackBerry was considered the cat’s meow when it came to mobile phones. By the time he left office in January 2017, it was in the dustbin of history.\nNow supplying security software to automobile manufacturers and other enterprises and governments worldwide — a research firm recently said its QNX software is installed in195 million vehicles worldwide — the Reddit crowd have taken to the Waterloo, Ontario-based tech company.\nThings have turned around for BlackBerry.\nAt least, enough so to provide CEO John Chen with a handsome compensation package. Proxy advisory firm Glass Lewis recently blasted the company, suggesting its compensation plan had no relation to its overall corporate performance.\nAs a result of the January Reddit rally, which saw BB stock move from $6.70 at the beginning of the month to a 52-week high of $28.77 by the end, Chen could receive as much as $206 million in cash and stock compensation from the long-term incentives issued in 2019.\nOn a GAAP basis,BlackBerry still loses money. That said, the pivot it’s made to software has given it another shot at tech stardom. We’ll see if it gain regain its former glory from the Obama years.\nIn the meantime, BlackBerry has anFCF margin of 9.3%based on $861 million in trailing 12-month revenue.\nWorkhorse Group (WKHS)\nThe last time I wrote about Workhorse Group was in late April. At the time, it was trading around $12.50. I argued that if it got the backlog of 8,000 commercial electric vehicle delivery trucks out the door over the next 12 to 24 months, it would have an ultra-low price-to-sales ratio of 4.2.\nLong story short, if it did, its stock would be worth more than $12.50.\nWell, on June 16, Workhorse officially protested the United States Postal Service awarding the estimated $6 billion contract to manufacture its next-generation delivery vehicle to Oshkosh(NYSE:OSK). The news pushed WKHS to $17.54 at the start of June 29.\nInvestorPlace’s Dana Blankenhorn recently discussed Workhorse. He believes that the company was in the commercial EV game to ride on the coattails of big guns like Ford(NYSE:F) and General Motors(NYSE:GM). That’s not the craziest theory in the world.\nIn the latest quarter, Workhorse delivered six trucks to customers and generated $521,000 in revenue. It plans to produce 1,000 trucks in 2021. It will have to pick up the pace if it wants to reach that goal. In the meantime, investors can expect its quarterly losses to accelerate as we make our way through the year.\nWorkhorse has an FCF margin of -5,320.2% based on $1.83 million in trailing 12-month revenue. It is for speculative investors only.\nAMC Entertainment (AMC)\nAMC is a stock that I’m conflicted about.\nOn the one hand, I believe that Americans will return to movie theaters in large numbers come fall. That will likely return the chain to pre-Covid revenue numbers. On the other hand, it has a burdensome debt load.\nDespite using the Reddit surge to raise much-needed cash to repay some of this debt — on June 3, it announced it would sell 11.55 million shares at the market to bring in another $600 million— it still has $11.05 billion owed, or 37.6% of its vastly overvalued market capitalization of $29.4 billion.\nFormer E*Trade CEO Karl Roessner appeared on CNBC in early June. While he commended AMC management for selling shares when prices were high, the company is not worth $28 billion.\n“Absent some serious strategic undertakings by that company, it’s still just not worth what it’s trading for right now,” Roessner stated.\nI couldn’t agree more.\nAMC has anFCF margin of -280%based on $449 million in trailing 12-month revenue.\nContextLogic (WISH)\nIn February, I wrote an article about the e-commerce site with the headline“ContextLogic Has Nothing to Do With Retail”.I didn’t understand the composition of its board. It had no retail experience on its board to oversee the CEO.\n“If ContextLogic’s goal is to beat Amazon(NASDAQ:AMZN) at discount e-commerce apparel, its board of directors is a sure sign that’s not what it’s after,” I said.\nI finished the article by stating I didn’t get an inspirational vibe from Context Logic’s board of directors. In the four months since, WISH has lost 49% of its value and trades well below its IPO price of $24.\nContextLogic has anFCF margin of -8%based on $2.87 billion in trailing 12-month revenue. I’m really not sure what Redditors see in this one.\nGlobalstar (GSAT)\nNot everyone thinks the provider of mobile satellite services is a bad bet.\nB. Riley analyst Mike Crawford initiated coverage of Globalstar on June 21. The analyst gives it a “buy” rating and a $3.25 target price, double where it’s currently trading. He estimates that the company’s C-Band spectrum could be worth as much as $15 billion. Based on 1.79 billion shares outstanding, that’s $8.38 a share, considerably higher than the analyst’s target price.\nFrom where I sit, the fact that it’s currently trading at a price-to-sales ratio of 25.39 and not making money on a GAAP basis makes it very hard for me to get behind the company.\nHowever, Globalstar does have one big ace up its sleeve.\nOn page 87 of its 2020 10-K, you will see that it had $1.8 billion in U.S. net operating loss (NOL) carryforwards with less than 1% expiring before 2025. It has an additional $200 million in foreign NOL carryforwards. So, should it start generating significant profits — that’s still very much up in the air — the loss carryforwards will shield the company’s earnings from taxes for the foreseeable future.\nGlobalstar has anFCF margin of 18%based on $123 million in trailing 12-month revenue.\nClover Health (CLOV)\nThey say timing is everything.\nIn early June, I wrote an article about the healthcare technology company, which uses data to provide healthcare plans for more than 130,000 Americans. At the time, I felt like there was a fair bit of upside resistance at $10.\nWhile I wouldn’t buy the money-losing stock, a patient investor with a higher than average risk tolerance would be wise to buy around $9, or hopefully less. And then came the June 8 Reddit-induced short squeeze, doubling CLOV’s share price within hours.\n“By afternoon trading [June 8], Clover had already traded over 650 million shares, 30 times more than its 30-day average volume of 22 million shares, according to FactSet,”CNBC‘s Yun Lireported. “By the closing bell on Wall Street, more than 720 million shares had changed hands.”\nCLOV stock closed June 7 trading at $11.92. By 4 p.m. the next day, it was over $22.\nIn my article, I mentioned the investing lesson a 17-year-old learned about managing your expectations when playing with real money. I really hope he was able to sell his call options in the June surge. If not, the shares have still doubled from a month ago.\nOverall, it’s down slightly from its first day of trading on Jan. 8.\nClover has anFCF margin of -24.2%based on $721 million in trailing 12-month revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151919846,"gmtCreate":1625061401985,"gmtModify":1703735133579,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584018460843891","idStr":"3584018460843891"},"themes":[],"htmlText":"Buy buy sure rise","listText":"Buy buy sure rise","text":"Buy buy sure 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now","images":[{"img":"https://static.tigerbbs.com/2f1623a6596ac14b768d1f49ec5ee30d","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/131564469","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":119581495,"gmtCreate":1622555127417,"gmtModify":1704186222910,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"Buy and hold ","listText":"Buy and hold ","text":"Buy and hold","images":[{"img":"https://static.tigerbbs.com/863c3ff2e52563921edfe92d5e603ca6","width":"1125","height":"2420"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/119581495","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":127095253,"gmtCreate":1624800887772,"gmtModify":1703845318404,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[{"img":"https://static.tigerbbs.com/fd9e483af1b12717501759d87519c3af","width":"1125","height":"2275"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/127095253","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":192861142,"gmtCreate":1621178647986,"gmtModify":1704353657377,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>Buy buy buy ","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>Buy buy buy ","text":"$Pfizer(PFE)$Buy buy buy","images":[{"img":"https://static.tigerbbs.com/b424a17476d7534d3a522ba0069af87d","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/192861142","isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157698519,"gmtCreate":1625579633331,"gmtModify":1703744242243,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Buy buy buy","listText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Buy buy buy","text":"$SEA LTD(SE)$Buy buy buy","images":[{"img":"https://static.tigerbbs.com/67c3474e5721a581cb72c80652f3d1ed","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/157698519","isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583318222987864","authorId":"3583318222987864","name":"TheMilkyWay","avatar":"https://static.tigerbbs.com/190d59bcbcc876e15543cbd430d8c1f2","crmLevel":3,"crmLevelSwitch":1,"idStr":"3583318222987864","authorIdStr":"3583318222987864"},"content":"Nowww! I just added some. But doing it slowly cos I think US market entering into correction soon & especially SEA. Let’s see. Let’s bag some small discount first.","text":"Nowww! I just added some. But doing it slowly cos I think US market entering into correction soon & especially SEA. Let’s see. Let’s bag some small discount first.","html":"Nowww! I just added some. But doing it slowly cos I think US market entering into correction soon & especially SEA. Let’s see. Let’s bag some small discount first."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":117769243,"gmtCreate":1623161110182,"gmtModify":1704197395085,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>Buy buy buy ","listText":"<a href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>Buy buy buy ","text":"$Teladoc Health Inc.(TDOC)$Buy buy buy","images":[{"img":"https://static.tigerbbs.com/c527af86d40d2faf654babd94a38917a","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/117769243","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":800529084,"gmtCreate":1627309013148,"gmtModify":1703487348296,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"Gd article ","listText":"Gd article ","text":"Gd article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800529084","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","pubTimestamp":1627298804,"share":"https://ttm.financial/m/news/2154957883?lang=&edition=fundamental","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b> co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China. With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</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>3 Warren Buffett Stocks That Are Screaming Summer Buys</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\">\n3 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8 <a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","AMZN":"亚马逊","BMY":"施贵宝","GM":"通用汽车","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China. With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145383725,"gmtCreate":1626189856767,"gmtModify":1703755269202,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"Gd read ","listText":"Gd read ","text":"Gd read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145383725","repostId":"2151156669","repostType":4,"repost":{"id":"2151156669","pubTimestamp":1626189480,"share":"https://ttm.financial/m/news/2151156669?lang=&edition=fundamental","pubTime":"2021-07-13 23:18","market":"us","language":"en","title":"1 IPO I'm Excited About in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2151156669","media":"Motley Fool","summary":"This electric vehicle company has hired advisors and could be heading towards a 2021 IPO.","content":"<p>Electric vehicle stocks have been among the hottest stocks on the market over the past year, and even new entrants with no revenue are getting huge valuations and some are getting caught up in controversy. Not only did <b>Tesla</b>'s (NASDAQ:TSLA) 52-week-high nearly triple its 52-week-low, <b>Lordstown Motors</b> (NASDAQ: RIDE), <b>Nikola</b> (NASDAQ:NKLA), and others have hit the market -- or will shortly -- to both wide acclaim and some derision.</p>\n<p>But that isn't the electric-vehicle-related stock (soon to IPO) that I'm excited about. There is an EV company potentially hitting the market later this year called Rivian and it's a start-up that's already raised $8.2 billion from the likes of <b>Amazon</b> (NASDAQ:AMZN), <b>Ford</b> (NYSE:F), Cox Automotive, and other big investors with real potential. Bloomberg reports that the company has selected underwriters for an IPO and it could reach the market this fall.</p>\n<p>But it's not the money Rivian has raised that excites me, it's the products the company plans to offer.</p>\n<p><img src=\"https://static.tigerbbs.com/a995b715219bbd2af1bde111b6523160\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<h2>Filling an EV need</h2>\n<p>One of the biggest gaps in the EV market to this point has been trucks and SUVs. Tesla has dabbled in SUVs with the Model Y and Model X, but they were not really designed as rugged off-road vehicles and operate more as crossover-size vehicles. <b>Ford</b> and <b>General</b> <b>Motors</b> (NYSE:GM) both have electric trucks on the near horizon, but nothing the average consumer can yet access. That means the Rivian vehicles slated for release this month could be the first real truck and SUV manufacturer to hit the market.</p>\n<p>What makes the R1T truck and R1S different from most EVs is that they're purpose-built from the ground up to be electric vehicles. They come with over 300 miles of range, the ability to drive through three feet of water, and acceleration of zero to 60 miles per hour in as little as three seconds. And towing ability of up to 11,000 pounds puts them on par with the best-selling trucks in the world.</p>\n<p>The R1S SUV is <a href=\"https://laohu8.com/S/AONE\">one</a> of the only EV SUVs that can comfortably fit seven passengers, opening up a large market of buyers who need more space than most of the crossover-size EVs hitting the market from <b>Volkswagen</b>, Ford, GM, and others can offer. And with both its truck and its SUV, Rivian is selling vehicles to buyers already spending over $50,000, so its $70,000 price tag won't come with much sticker shock for buyers who need the size or capabilities.</p>\n<h2>A big buyer is already on board</h2>\n<p>The drivetrain platforms for the R1T and R1S are the same, but they're not the only vehicles being built. The first vehicles to come off the production line will actually be delivery trucks for Amazon. Here's what Rivian CEO RJ Scaringe recently Tweeted.</p>\n<blockquote>\n I love these! pic.twitter.com/roAQy4Xff2-- RJ Scaringe (@RJScaringe) July 3, 2021\n</blockquote>\n<p>Amazon's $700 million investment in 2019 in Rivian wasn't just for equity, it was meant to build a new supplier for 400-plus-mile-range delivery trucks that could both lower costs and reduce the company's carbon footprint.</p>\n<p>Rivian isn't just getting cachet from Amazon, the investment brings a potentially huge source of demand. Amazon has reportedly ordered 100,000 Rivian trucks to be delivered by the end of 2030, and that could keep the company running for a long time as it builds out infrastructure to meet consumer demand.</p>\n<h2>What to expect from an IPO</h2>\n<p>Rivian isn't quite a pre-revenue company now that its production line is operating, but it's close. Outside of limited deliveries to Amazon, the company won't report much revenue pre-IPO -- but that will change quickly. Deliveries of R1T trucks are expected to start soon, with broader deliveries beginning in early 2022.</p>\n<p>Bloomberg has reported that Rivian could seek a $70 billion valuation in an IPO, with <b>Goldman Sachs</b>, <b>JPMorgan</b>, and <b><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a></b> signed on as advisors. That's a lofty valuation for a company this early in its growth cycle, but I do think Rivian is building a valuable brand and products that will appeal to the masses. Only time will tell if this valuation is too high.</p>\n<p>I don't often get excited about pre-IPO companies because we don't know a lot about their financials and it can be very early to judge what they'll look like as more mature companies. In the case of Rivian, however, the company has the products to succeed in the auto industry, and that's a good enough start for me to be excited about the stock, which will hopefully hit the market later in 2021.</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>1 IPO I'm Excited About 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\">\n1 IPO I'm Excited About in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 23:18 GMT+8 <a href=https://www.fool.com/investing/2021/07/13/1-ipo-im-excited-about-in-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks have been among the hottest stocks on the market over the past year, and even new entrants with no revenue are getting huge valuations and some are getting caught up in ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/13/1-ipo-im-excited-about-in-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKLA":"Nikola Corporation","F":"福特汽车","AMZN":"亚马逊","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://www.fool.com/investing/2021/07/13/1-ipo-im-excited-about-in-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151156669","content_text":"Electric vehicle stocks have been among the hottest stocks on the market over the past year, and even new entrants with no revenue are getting huge valuations and some are getting caught up in controversy. Not only did Tesla's (NASDAQ:TSLA) 52-week-high nearly triple its 52-week-low, Lordstown Motors (NASDAQ: RIDE), Nikola (NASDAQ:NKLA), and others have hit the market -- or will shortly -- to both wide acclaim and some derision.\nBut that isn't the electric-vehicle-related stock (soon to IPO) that I'm excited about. There is an EV company potentially hitting the market later this year called Rivian and it's a start-up that's already raised $8.2 billion from the likes of Amazon (NASDAQ:AMZN), Ford (NYSE:F), Cox Automotive, and other big investors with real potential. Bloomberg reports that the company has selected underwriters for an IPO and it could reach the market this fall.\nBut it's not the money Rivian has raised that excites me, it's the products the company plans to offer.\n\nFilling an EV need\nOne of the biggest gaps in the EV market to this point has been trucks and SUVs. Tesla has dabbled in SUVs with the Model Y and Model X, but they were not really designed as rugged off-road vehicles and operate more as crossover-size vehicles. Ford and General Motors (NYSE:GM) both have electric trucks on the near horizon, but nothing the average consumer can yet access. That means the Rivian vehicles slated for release this month could be the first real truck and SUV manufacturer to hit the market.\nWhat makes the R1T truck and R1S different from most EVs is that they're purpose-built from the ground up to be electric vehicles. They come with over 300 miles of range, the ability to drive through three feet of water, and acceleration of zero to 60 miles per hour in as little as three seconds. And towing ability of up to 11,000 pounds puts them on par with the best-selling trucks in the world.\nThe R1S SUV is one of the only EV SUVs that can comfortably fit seven passengers, opening up a large market of buyers who need more space than most of the crossover-size EVs hitting the market from Volkswagen, Ford, GM, and others can offer. And with both its truck and its SUV, Rivian is selling vehicles to buyers already spending over $50,000, so its $70,000 price tag won't come with much sticker shock for buyers who need the size or capabilities.\nA big buyer is already on board\nThe drivetrain platforms for the R1T and R1S are the same, but they're not the only vehicles being built. The first vehicles to come off the production line will actually be delivery trucks for Amazon. Here's what Rivian CEO RJ Scaringe recently Tweeted.\n\n I love these! pic.twitter.com/roAQy4Xff2-- RJ Scaringe (@RJScaringe) July 3, 2021\n\nAmazon's $700 million investment in 2019 in Rivian wasn't just for equity, it was meant to build a new supplier for 400-plus-mile-range delivery trucks that could both lower costs and reduce the company's carbon footprint.\nRivian isn't just getting cachet from Amazon, the investment brings a potentially huge source of demand. Amazon has reportedly ordered 100,000 Rivian trucks to be delivered by the end of 2030, and that could keep the company running for a long time as it builds out infrastructure to meet consumer demand.\nWhat to expect from an IPO\nRivian isn't quite a pre-revenue company now that its production line is operating, but it's close. Outside of limited deliveries to Amazon, the company won't report much revenue pre-IPO -- but that will change quickly. Deliveries of R1T trucks are expected to start soon, with broader deliveries beginning in early 2022.\nBloomberg has reported that Rivian could seek a $70 billion valuation in an IPO, with Goldman Sachs, JPMorgan, and Morgan Stanley signed on as advisors. That's a lofty valuation for a company this early in its growth cycle, but I do think Rivian is building a valuable brand and products that will appeal to the masses. Only time will tell if this valuation is too high.\nI don't often get excited about pre-IPO companies because we don't know a lot about their financials and it can be very early to judge what they'll look like as more mature companies. In the case of Rivian, however, the company has the products to succeed in the auto industry, and that's a good enough start for me to be excited about the stock, which will hopefully hit the market later in 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151911375,"gmtCreate":1625061474097,"gmtModify":1703735135881,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"Gd read","listText":"Gd read","text":"Gd read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151911375","repostId":"1150186389","repostType":4,"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156400069,"gmtCreate":1625233069251,"gmtModify":1703738978268,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"Good article ","listText":"Good article ","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156400069","repostId":"1126312436","repostType":4,"repost":{"id":"1126312436","pubTimestamp":1625212145,"share":"https://ttm.financial/m/news/1126312436?lang=&edition=fundamental","pubTime":"2021-07-02 15:49","market":"us","language":"en","title":"The Stock Market Had a Great First Half. 3 Things That Could Cause it to Crash.","url":"https://stock-news.laohu8.com/highlight/detail?id=1126312436","media":"Barrons","summary":"Stocks have soared relentlessly this year. Several factors, however, have the potential to end the p","content":"<p>Stocks have soared relentlessly this year. Several factors, however, have the potential to end the party.</p>\n<p>The S&P 500 has had its second-best first half of a year since 1998, and it hasn’t shown many signs of letting up. The index ended June up 14.4% year to date, hitting several records during the month and posting another record close on Thursday.</p>\n<p>Yet there are a couple key risks that could turn all of that around, according to Nick Colas, co-founder of DataTrek.</p>\n<p>First, there’s the possibility of an oil price shock, as the price of crude has shown little sign of cooling off. WTI crude oil is up 56% year to date and notched a new multi-year high Thursday—even amid growing expectations that OPEC will increase supply. If oil prices run hot enough, that could raise inflation to a level that—if sustained — could cause consumer demand to fall and that could surpass Federal Reserve expectations.</p>\n<p>“Suddenly higher oil prices” is atop the list of stock market concerns for Colas. “Rapidly rising oil prices will cause U.S. inflation to overshoot the Fed’s desired outcome and also stress the American consumer.”</p>\n<p>Both those things could dent the stock market, which has long benefited from the Fed’s accommodative monetary policy, especially if the Fed signals that interest-rate increases could come sooner than expected.</p>\n<p>That means the Fed will need to tread carefully when discussing rates to avoid spooking the market, Colas says.</p>\n<p>“Federal Reserve miscommunication about upcoming policy changes and/or raising interest rates too aggressively” is a second risk, Colas says. For instance, the S&P 500 dived 18% over roughly three months in late 2018 as the Fed raised rates, despite the market’s hope at that time for rates to stay put.</p>\n<p>Peaking earnings growth is the other threat to stocks, Colas says. Earnings growth for the average S&P 500 company is expected slow down to 11% in 2022 from 36% in 2021, according to FactSet, as the economy normalizes and the postpandemic recovery eases. But on average, S&P 500 stocks trade at 21.5 times expected earnings for the next 12 months, still above the index’s pre-pandemic multiple. At some point, stocks valuations will need to better reflect the expected decline in earnings growth, which would mean falling stock prices.</p>\n<p>“Valuations are high enough currently that peaking earnings could be a larger risk than before,” Colas writes.</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>The Stock Market Had a Great First Half. 3 Things That Could Cause it to Crash.</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 Stock Market Had a Great First Half. 3 Things That Could Cause it to Crash.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 15:49 GMT+8 <a href=https://www.barrons.com/articles/stock-market-crash-risks-51625174065><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks have soared relentlessly this year. Several factors, however, have the potential to end the party.\nThe S&P 500 has had its second-best first half of a year since 1998, and it hasn’t shown many ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-crash-risks-51625174065\">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.barrons.com/articles/stock-market-crash-risks-51625174065","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126312436","content_text":"Stocks have soared relentlessly this year. Several factors, however, have the potential to end the party.\nThe S&P 500 has had its second-best first half of a year since 1998, and it hasn’t shown many signs of letting up. The index ended June up 14.4% year to date, hitting several records during the month and posting another record close on Thursday.\nYet there are a couple key risks that could turn all of that around, according to Nick Colas, co-founder of DataTrek.\nFirst, there’s the possibility of an oil price shock, as the price of crude has shown little sign of cooling off. WTI crude oil is up 56% year to date and notched a new multi-year high Thursday—even amid growing expectations that OPEC will increase supply. If oil prices run hot enough, that could raise inflation to a level that—if sustained — could cause consumer demand to fall and that could surpass Federal Reserve expectations.\n“Suddenly higher oil prices” is atop the list of stock market concerns for Colas. “Rapidly rising oil prices will cause U.S. inflation to overshoot the Fed’s desired outcome and also stress the American consumer.”\nBoth those things could dent the stock market, which has long benefited from the Fed’s accommodative monetary policy, especially if the Fed signals that interest-rate increases could come sooner than expected.\nThat means the Fed will need to tread carefully when discussing rates to avoid spooking the market, Colas says.\n“Federal Reserve miscommunication about upcoming policy changes and/or raising interest rates too aggressively” is a second risk, Colas says. For instance, the S&P 500 dived 18% over roughly three months in late 2018 as the Fed raised rates, despite the market’s hope at that time for rates to stay put.\nPeaking earnings growth is the other threat to stocks, Colas says. Earnings growth for the average S&P 500 company is expected slow down to 11% in 2022 from 36% in 2021, according to FactSet, as the economy normalizes and the postpandemic recovery eases. But on average, S&P 500 stocks trade at 21.5 times expected earnings for the next 12 months, still above the index’s pre-pandemic multiple. At some point, stocks valuations will need to better reflect the expected decline in earnings growth, which would mean falling stock prices.\n“Valuations are high enough currently that peaking earnings could be a larger risk than before,” Colas writes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129821108,"gmtCreate":1624369272504,"gmtModify":1703834617335,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"Gd read ","listText":"Gd read ","text":"Gd read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/129821108","repostId":"2145056554","repostType":4,"repost":{"id":"2145056554","pubTimestamp":1624356900,"share":"https://ttm.financial/m/news/2145056554?lang=&edition=fundamental","pubTime":"2021-06-22 18:15","market":"us","language":"en","title":"These 3 Dow Stocks Are Set to Soar in 2021's Second Half","url":"https://stock-news.laohu8.com/highlight/detail?id=2145056554","media":"Motley Fool","summary":"Here are the companies investors are most excited about -- and why.","content":"<p>The <b>Dow Jones Industrial Average </b>(DJINDICES:^DJI) has had a solid year so far in 2021. Gains of 9% might not seem like all that much compared to the double-digit percentage gains we've seen in past years. But given everything that's happening in the economy, it's not surprising to see investors rein in their expectations somewhat on some of the top-performing stocks in the market.</p>\n<p>Yet even with the gains the overall market has seen, there are still some Dow stocks that haven't climbed as far as they might. In particular, analysts looking at three stocks among the Dow Jones Industrials see the potential for substantial gains in the second half of 2021 and beyond. Below, we'll look at these three companies to see what it'll take for them to produce the big returns that investors want right now.</p>\n<h3>UnitedHealth: 34% upside</h3>\n<p><b>UnitedHealth Group </b>(NYSE:UNH) has already put in a reasonable performance in the Dow so far this year. The health insurance giant's stock is up about 11% year to date, outpacing the broader average very slightly.</p>\n<p>Yet investors see a lot more upside for the healthcare giant. The top price target among Wall Street analysts for UnitedHealth is $522 per share, which implies roughly a 34% gain from current levels.</p>\n<p>UnitedHealth has done an excellent job of navigating the ever-changing landscape of the healthcare and health insurance industries. As the largest health insurance company in the world, UnitedHealth offers coverage not just for private businesses but also for those eligible for government programs like Medicare and Medicaid.</p>\n<p>Indeed, UnitedHealth's handling of plans under the Affordable Care Act has been masterful, with the company having participated in the program better known as Obamacare while not overcommitting to it. With the Supreme Court having recently upheld the validity of the Affordable Care Act, UnitedHealth finds itself in a strong position to keep benefiting from its mix of business.</p>\n<p><img src=\"https://static.tigerbbs.com/ffe66b7aafd67e07dd42007f2b60d638\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Yet many overlook the value of UnitedHealth's Optum health services unit. By aiming to help providers encourage health and wellness, Optum generates higher-margin revenue while often producing better outcomes for patients and members. With both growth drivers pushing the company forward, UnitedHealth looks well poised to keep climbing.</p>\n<h3>Goldman Sachs: 36% upside</h3>\n<p>Wall Street has enjoyed the bull market in stocks, and that's been a blessing for investment bank <b>Goldman Sachs </b>(NYSE:GS). The perennial financial giant has seen its stock rise 34% so far in 2021 after less impressive performance during 2020.</p>\n<p>On <a href=\"https://laohu8.com/S/AONE\">one</a> hand, Goldman has reflected the broader performance of financial stocks across the market. Interest rates have generally been on the rise, and that's bolstered the prospects for more net-interest income from retail banking operations. Goldman lags behind its big-bank peers on the consumer banking front, but its relatively new Marcus unit has done a good job of attracting capital thus far.</p>\n<p>On the other hand, Goldman continues to rely on its investment banking operations, and strong activity levels among initial public offerings and mergers and acquisitions (M&A) have fed the company's coffers nicely. Financing remains relatively easy to get, and that could spur more M&A activity that in turn could keep growing revenue for Goldman's investment banking division. Add to that possible tailwinds from macroeconomic factors, and it is in a solid position to climb as high as the $484 per share that represents the top price target among those following the financial stock.</p>\n<h3>Apple: 42% upside</h3>\n<p>Lastly, <b>Apple </b>(NASDAQ:AAPL) rounds out this list. Recently fetching $130 per share, some see the iPhone maker's stock climbing to $185. That'd be a 42% jump to help Apple recover from its 2% loss so far in 2021.</p>\n<p>Apple's gains have continued to impress. Revenue jumped 54% in its most recent quarter, with sales of the iPhone 12 and various other products and accessories continuing to drive sales for the company. Returning capital to shareholders via dividends and stock buybacks has had a substantial impact on financial performance, especially with the number of outstanding shares having plunged by roughly 35% in just the past decade.</p>\n<p>Many fear that Apple hasn't generated the innovative product lines that drove its success in the mid-2000s. However, at least for now, consumers seem content with iterations on existing product lines, and as long as that remains a successful strategy, further gains for the stock seem realistic.</p>\n<h3>Further to run?</h3>\n<p>Even with solid gains for the Dow in 2021, the long-term trajectory for stocks remains upward. That's a big part of why Apple, Goldman Sachs, and UnitedHealth Group look as promising as they do. Smart investors should at least keep an eye on these three stocks to see if they can live up to their full potential.</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>These 3 Dow Stocks Are Set to Soar in 2021's Second Half</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 3 Dow Stocks Are Set to Soar in 2021's Second Half\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 18:15 GMT+8 <a href=https://www.fool.com/investing/2021/06/22/these-3-dow-stocks-set-to-soar-2021s-second-half/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Dow Jones Industrial Average (DJINDICES:^DJI) has had a solid year so far in 2021. Gains of 9% might not seem like all that much compared to the double-digit percentage gains we've seen in past ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/22/these-3-dow-stocks-set-to-soar-2021s-second-half/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","UNH":"联合健康","09086":"华夏纳指-U","03086":"华夏纳指","GS":"高盛"},"source_url":"https://www.fool.com/investing/2021/06/22/these-3-dow-stocks-set-to-soar-2021s-second-half/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145056554","content_text":"The Dow Jones Industrial Average (DJINDICES:^DJI) has had a solid year so far in 2021. Gains of 9% might not seem like all that much compared to the double-digit percentage gains we've seen in past years. But given everything that's happening in the economy, it's not surprising to see investors rein in their expectations somewhat on some of the top-performing stocks in the market.\nYet even with the gains the overall market has seen, there are still some Dow stocks that haven't climbed as far as they might. In particular, analysts looking at three stocks among the Dow Jones Industrials see the potential for substantial gains in the second half of 2021 and beyond. Below, we'll look at these three companies to see what it'll take for them to produce the big returns that investors want right now.\nUnitedHealth: 34% upside\nUnitedHealth Group (NYSE:UNH) has already put in a reasonable performance in the Dow so far this year. The health insurance giant's stock is up about 11% year to date, outpacing the broader average very slightly.\nYet investors see a lot more upside for the healthcare giant. The top price target among Wall Street analysts for UnitedHealth is $522 per share, which implies roughly a 34% gain from current levels.\nUnitedHealth has done an excellent job of navigating the ever-changing landscape of the healthcare and health insurance industries. As the largest health insurance company in the world, UnitedHealth offers coverage not just for private businesses but also for those eligible for government programs like Medicare and Medicaid.\nIndeed, UnitedHealth's handling of plans under the Affordable Care Act has been masterful, with the company having participated in the program better known as Obamacare while not overcommitting to it. With the Supreme Court having recently upheld the validity of the Affordable Care Act, UnitedHealth finds itself in a strong position to keep benefiting from its mix of business.\n\nImage source: Getty Images.\nYet many overlook the value of UnitedHealth's Optum health services unit. By aiming to help providers encourage health and wellness, Optum generates higher-margin revenue while often producing better outcomes for patients and members. With both growth drivers pushing the company forward, UnitedHealth looks well poised to keep climbing.\nGoldman Sachs: 36% upside\nWall Street has enjoyed the bull market in stocks, and that's been a blessing for investment bank Goldman Sachs (NYSE:GS). The perennial financial giant has seen its stock rise 34% so far in 2021 after less impressive performance during 2020.\nOn one hand, Goldman has reflected the broader performance of financial stocks across the market. Interest rates have generally been on the rise, and that's bolstered the prospects for more net-interest income from retail banking operations. Goldman lags behind its big-bank peers on the consumer banking front, but its relatively new Marcus unit has done a good job of attracting capital thus far.\nOn the other hand, Goldman continues to rely on its investment banking operations, and strong activity levels among initial public offerings and mergers and acquisitions (M&A) have fed the company's coffers nicely. Financing remains relatively easy to get, and that could spur more M&A activity that in turn could keep growing revenue for Goldman's investment banking division. Add to that possible tailwinds from macroeconomic factors, and it is in a solid position to climb as high as the $484 per share that represents the top price target among those following the financial stock.\nApple: 42% upside\nLastly, Apple (NASDAQ:AAPL) rounds out this list. Recently fetching $130 per share, some see the iPhone maker's stock climbing to $185. That'd be a 42% jump to help Apple recover from its 2% loss so far in 2021.\nApple's gains have continued to impress. Revenue jumped 54% in its most recent quarter, with sales of the iPhone 12 and various other products and accessories continuing to drive sales for the company. Returning capital to shareholders via dividends and stock buybacks has had a substantial impact on financial performance, especially with the number of outstanding shares having plunged by roughly 35% in just the past decade.\nMany fear that Apple hasn't generated the innovative product lines that drove its success in the mid-2000s. However, at least for now, consumers seem content with iterations on existing product lines, and as long as that remains a successful strategy, further gains for the stock seem realistic.\nFurther to run?\nEven with solid gains for the Dow in 2021, the long-term trajectory for stocks remains upward. That's a big part of why Apple, Goldman Sachs, and UnitedHealth Group look as promising as they do. Smart investors should at least keep an eye on these three stocks to see if they can live up to their full potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187703882,"gmtCreate":1623763706646,"gmtModify":1703818562992,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"Gd read ","listText":"Gd read ","text":"Gd read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187703882","repostId":"1101819642","repostType":4,"repost":{"id":"1101819642","pubTimestamp":1623760836,"share":"https://ttm.financial/m/news/1101819642?lang=&edition=fundamental","pubTime":"2021-06-15 20:40","market":"us","language":"en","title":"Producer prices climb 6.6% in May on annual basis, largest 12-month increase on record","url":"https://stock-news.laohu8.com/highlight/detail?id=1101819642","media":"cnbc","summary":"Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued t","content":"<div>\n<p>Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.\nThe 6.6% surge was the biggest ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/retail-sales-producer-price-index-may-2021.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Producer prices climb 6.6% in May on annual basis, largest 12-month increase on record</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\">\nProducer prices climb 6.6% in May on annual basis, largest 12-month increase on record\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 20:40 GMT+8 <a href=https://www.cnbc.com/2021/06/15/retail-sales-producer-price-index-may-2021.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.\nThe 6.6% surge was the biggest ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/retail-sales-producer-price-index-may-2021.html\">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","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/06/15/retail-sales-producer-price-index-may-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1101819642","content_text":"Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.\nThe 6.6% surge was the biggest 12-month rise in the final demand index since the Bureau of Labor Statistics began tracking the data point in November 2010.\nOn a monthly basis, the producer price index for final demand rose 0.8%, ahead of the Dow Jones estimate of 0.6%.\nThose higher price pressures came amid a pronounced dip in retail sales, which fell 1.3% in May, worse than the 0.6% estimate, according to the Census Bureau.\nGoods inflation continued to be the dominant inflation force, rising 1.5% as opposed to a 0.6% increase in services. In the pandemic economy, goods have run well ahead of services as economic lockdowns constrained consumer demand for services-related purchases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188075265,"gmtCreate":1623418466957,"gmtModify":1704203087652,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"Buy buy buy ","listText":"Buy buy buy ","text":"Buy buy buy","images":[{"img":"https://static.tigerbbs.com/555f5272710debae33b2213c5e21a9d7","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188075265","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":119515708,"gmtCreate":1622554912004,"gmtModify":1704186214795,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OTLY\">$Oatly Group AB(OTLY)$</a> Buy buy buy ","listText":"<a href=\"https://laohu8.com/S/OTLY\">$Oatly Group AB(OTLY)$</a> Buy buy buy ","text":"$Oatly Group AB(OTLY)$ Buy buy buy","images":[{"img":"https://static.tigerbbs.com/455d817a9735d871f24d239359c1488b","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119515708","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":130140277,"gmtCreate":1621520439699,"gmtModify":1704359020904,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Potential to become Amazon/google. Wait and see. ","listText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Potential to become Amazon/google. Wait and see. ","text":"$SEA LTD(SE)$Potential to become Amazon/google. Wait and see.","images":[{"img":"https://static.tigerbbs.com/7653e207e8e4c33c45466c40f9958941","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130140277","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":198355380,"gmtCreate":1620934785740,"gmtModify":1704350693395,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>Buyyyyyyy","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>Buyyyyyyy","text":"$Pfizer(PFE)$Buyyyyyyy","images":[{"img":"https://static.tigerbbs.com/3fc8d39b1e3d3e0ad4ab207c781a7a2c","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/198355380","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805028925,"gmtCreate":1627825907767,"gmtModify":1703496318564,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"Gd article well written ","listText":"Gd article well written ","text":"Gd article well written","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805028925","repostId":"1135608442","repostType":4,"repost":{"id":"1135608442","pubTimestamp":1627782279,"share":"https://ttm.financial/m/news/1135608442?lang=&edition=fundamental","pubTime":"2021-08-01 09:44","market":"us","language":"en","title":"Should you stick with emerging markets? Advisers weigh in","url":"https://stock-news.laohu8.com/highlight/detail?id=1135608442","media":"MarketWatch","summary":"Ouch.\nIf you hold an “emerging markets” stock fund in your IRA or 401(k), it’s been a white-knuckle ","content":"<p><img src=\"https://static.tigerbbs.com/0cfda9b98366daea7a6e657959777d90\" tg-width=\"700\" tg-height=\"400\" width=\"100%\" height=\"auto\">Ouch.</p>\n<p>If you hold an “emerging markets” stock fund in your IRA or 401(k), it’s been a white-knuckle few days.</p>\n<p>Emerging markets tanked after China’s Communist governmentcracked down on some of the country’s tech giants. Chinese stocks dominate the emerging market indexes these days, accounting for about 40% of the typical fund.</p>\n<p>Widely held funds like the Vanguard Emerging Markets Stock FundVEMAX,-0.98%and its ETF equivalentVWO,-0.68%,iShares Core MSCI Emerging MarketsIEMG,-0.88%and iShares MSCI Emerging MarketsEEM,-0.96%lost 5% of their value in a few days, though they’ve since rallied.</p>\n<p>That’s left them down about 5% since the start of the quarter on July 1 (American Funds’ actively managed New World fundNEWFX,-1.08%has held up better, and is down 2.5%)</p>\n<p>More important for long-term investors, this comes after a pretty dismal decade for emerging markets. Even factoring in reinvested dividends, the typical EM stock fund has banked a total return of 35% over the past 10 years.</p>\n<p>Over the same period an investor in the S&P 500 U.S. stock indexSPX,-0.54%,for example through the SPDR S&P 500 TrustSPY,-0.49%,has gained over 300%.</p>\n<p>With that in mind, does the typical saver even need, or want, an emerging markets fund in their 401(k) or IRA?</p>\n<p>Ian Weinberg, a financial planner at Family Wealth & Pension in Woodbury, N.Y., gives the case against. Emerging markets—and even developed international markets such as Europe and Japan—give you more risk and less return, he says. “Foreign equities have high correlation to U.S. equities in falling U.S. markets, and then have lower correlation to U.S. markets when they are rising,” he tells me. “That means simply that foreign stocks have begun to provide poor risk and return characteristics. Would you invest in something that goes down as much or more than domestic stocks, and goes up less than domestics stocks when they’re running?”</p>\n<p>Foreign stocks today look cheap compared to the U.S. for a reason, he says: “Europe can’t get out of the current negative interest environment, and emerging markets, dominated by China, are subject to governmental intervention and stability risk.” Meanwhile, U.S. companies all have big overseas exposure anyway, he points out. You can get all the exposure to international growth opportunities through the S&P 500.</p>\n<p>He’s not alone. Berkshire Hathaway’sBRK.A,-0.42%BRK.B,-0.53%chairman and investment genius Warren Buffett says most people are probably best off holding 90% of their portfolio in a U.S. stock market index fund and 10% in U.S. Treasury bills.</p>\n<p>But it takes two points of view to make a market, and plenty of advisers take the other side of the argument.</p>\n<p>“Emerging markets should definitely be a part of any person’s long term allocation,” says financial planner Ken Nutall in West Grove, Pa. Emerging markets tend to “zig” when other markets “zag,” he says. Emerging markets also offer a lot of possible growth. “They do tend to be a volatile but over longer periods they do tend to outperform,” he says.</p>\n<p>“Ordinary investors should absolutely have a weighting toward emerging markets within their long-term investment strategy,” agrees Jay Karamourtopoulos, a financial planner in Boston. “While global economies are now more connected than ever, there are still diversification benefits to investing in emerging markets,” he says. He adds: “Most investors have a home country bias to begin with. Couple that with the strong U.S. returns over the past decade and an argument can be made that many individual investors are severely overweight domestic stocks.”</p>\n<p>“Yes, of course people should be invested in emerging markets,” agrees planner Chris Chen in Lincoln, Mass. “It is part of diversification.” China, he says, is the second largest economy in the world and will soon be the largest. “How do you ignore them?”</p>\n<p>And many advisers say that one reason to look more closely at foreign markets—including emerging markets, and developed markets such as Europe—right now is precisely because they have done so badly for a decade. Emerging market stocks have underperformed U.S. stocks over the past decade, says planner Robert Cheney in Palo Alto, Calif. But that means “emerging markets are [now] cheaper on a relative value basis…and there may be a reversion to the mean over the next decade.</p>\n<p>“Emerging markets in general have had a tough time over the last 10 years,” says planner Brian Fischer in Miami. “However,” he adds, “there have been individual years recently and other stretches historically where they’ve relatively done much better. There is a diversification benefit, it’s just timing that benefit is incredibly difficult.”</p>\n<p>Those shying away from emerging markets because they’d done poorly of late, adds adviser Jordan Benold in Frisco, Texas, might bear in mind “the fundamental philosophy of buying low and selling high.”</p>\n<p>For my own part, I’ve been covering financial experts for over two decades and these things seem to have gone in cycles. I remember back in 2010, when emerging markets were on top, mainstream opinion was cheering them aggressively. If the cycle turned again, I wouldn’t be surprised.</p>\n<p>A big challenge today is that China so completely dominates emerging markets that your typical EM fund isn’t really that diversified. Add to that the issue that China is a rigged market controlled by the Communist Party (and the risks China may pose to Taiwan, by the way). Planner Chris Chen sees merit in splitting out China and non-China emerging markets as separate allocations. This makes a lot of sense.</p>\n<p>Franklin Templeton offers a China ETFFLCH,-0.41%with a moderate 0.19% annual charge. BlackRock’s iShares offers an emerging markets fund that excludes China, iShares MSCI Emerging Markets ex China ETFEMXC,-1.36%,charging 0.25% a year. It’s top country holdings are 22% Taiwan, 21% South Korea, 16% India and 9% Brazil.</p>\n<p>Joachim Klement, strategist at Liberum and a top research figure at the CFA Institute, says that the most truly diversified stock portfolio is one that follows, not the U.S. or any other country or region, but the MSCI All-Country World IndexACWI,-0.56%,which includes the U.S., Europe, Japan, Australasia, emerging markets and everywhere else. That, incidentally, is the strategy of some low-cost exchange-traded funds such as the Vanguard Total World Stock ETFVT,-0.56%and SPDR Portfolio MSCI Global Stock Market ETFSPGM,-0.71%.</p>\n<p>Note that they still hold nearly 60% of their money in U.S. stocks (which is about three times the U.S. share of world economic output, according to the IMF) because of U.S. valuations. Meanwhile emerging markets account for a modest 11% of the fund. Make of that what you will.</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>Should you stick with emerging markets? Advisers weigh in</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\">\nShould you stick with emerging markets? Advisers weigh in\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 09:44 GMT+8 <a href=https://www.marketwatch.com/story/should-you-stick-with-emerging-markets-advisers-weigh-in-11627647868?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ouch.\nIf you hold an “emerging markets” stock fund in your IRA or 401(k), it’s been a white-knuckle few days.\nEmerging markets tanked after China’s Communist governmentcracked down on some of the ...</p>\n\n<a href=\"https://www.marketwatch.com/story/should-you-stick-with-emerging-markets-advisers-weigh-in-11627647868?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",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/should-you-stick-with-emerging-markets-advisers-weigh-in-11627647868?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135608442","content_text":"Ouch.\nIf you hold an “emerging markets” stock fund in your IRA or 401(k), it’s been a white-knuckle few days.\nEmerging markets tanked after China’s Communist governmentcracked down on some of the country’s tech giants. Chinese stocks dominate the emerging market indexes these days, accounting for about 40% of the typical fund.\nWidely held funds like the Vanguard Emerging Markets Stock FundVEMAX,-0.98%and its ETF equivalentVWO,-0.68%,iShares Core MSCI Emerging MarketsIEMG,-0.88%and iShares MSCI Emerging MarketsEEM,-0.96%lost 5% of their value in a few days, though they’ve since rallied.\nThat’s left them down about 5% since the start of the quarter on July 1 (American Funds’ actively managed New World fundNEWFX,-1.08%has held up better, and is down 2.5%)\nMore important for long-term investors, this comes after a pretty dismal decade for emerging markets. Even factoring in reinvested dividends, the typical EM stock fund has banked a total return of 35% over the past 10 years.\nOver the same period an investor in the S&P 500 U.S. stock indexSPX,-0.54%,for example through the SPDR S&P 500 TrustSPY,-0.49%,has gained over 300%.\nWith that in mind, does the typical saver even need, or want, an emerging markets fund in their 401(k) or IRA?\nIan Weinberg, a financial planner at Family Wealth & Pension in Woodbury, N.Y., gives the case against. Emerging markets—and even developed international markets such as Europe and Japan—give you more risk and less return, he says. “Foreign equities have high correlation to U.S. equities in falling U.S. markets, and then have lower correlation to U.S. markets when they are rising,” he tells me. “That means simply that foreign stocks have begun to provide poor risk and return characteristics. Would you invest in something that goes down as much or more than domestic stocks, and goes up less than domestics stocks when they’re running?”\nForeign stocks today look cheap compared to the U.S. for a reason, he says: “Europe can’t get out of the current negative interest environment, and emerging markets, dominated by China, are subject to governmental intervention and stability risk.” Meanwhile, U.S. companies all have big overseas exposure anyway, he points out. You can get all the exposure to international growth opportunities through the S&P 500.\nHe’s not alone. Berkshire Hathaway’sBRK.A,-0.42%BRK.B,-0.53%chairman and investment genius Warren Buffett says most people are probably best off holding 90% of their portfolio in a U.S. stock market index fund and 10% in U.S. Treasury bills.\nBut it takes two points of view to make a market, and plenty of advisers take the other side of the argument.\n“Emerging markets should definitely be a part of any person’s long term allocation,” says financial planner Ken Nutall in West Grove, Pa. Emerging markets tend to “zig” when other markets “zag,” he says. Emerging markets also offer a lot of possible growth. “They do tend to be a volatile but over longer periods they do tend to outperform,” he says.\n“Ordinary investors should absolutely have a weighting toward emerging markets within their long-term investment strategy,” agrees Jay Karamourtopoulos, a financial planner in Boston. “While global economies are now more connected than ever, there are still diversification benefits to investing in emerging markets,” he says. He adds: “Most investors have a home country bias to begin with. Couple that with the strong U.S. returns over the past decade and an argument can be made that many individual investors are severely overweight domestic stocks.”\n“Yes, of course people should be invested in emerging markets,” agrees planner Chris Chen in Lincoln, Mass. “It is part of diversification.” China, he says, is the second largest economy in the world and will soon be the largest. “How do you ignore them?”\nAnd many advisers say that one reason to look more closely at foreign markets—including emerging markets, and developed markets such as Europe—right now is precisely because they have done so badly for a decade. Emerging market stocks have underperformed U.S. stocks over the past decade, says planner Robert Cheney in Palo Alto, Calif. But that means “emerging markets are [now] cheaper on a relative value basis…and there may be a reversion to the mean over the next decade.\n“Emerging markets in general have had a tough time over the last 10 years,” says planner Brian Fischer in Miami. “However,” he adds, “there have been individual years recently and other stretches historically where they’ve relatively done much better. There is a diversification benefit, it’s just timing that benefit is incredibly difficult.”\nThose shying away from emerging markets because they’d done poorly of late, adds adviser Jordan Benold in Frisco, Texas, might bear in mind “the fundamental philosophy of buying low and selling high.”\nFor my own part, I’ve been covering financial experts for over two decades and these things seem to have gone in cycles. I remember back in 2010, when emerging markets were on top, mainstream opinion was cheering them aggressively. If the cycle turned again, I wouldn’t be surprised.\nA big challenge today is that China so completely dominates emerging markets that your typical EM fund isn’t really that diversified. Add to that the issue that China is a rigged market controlled by the Communist Party (and the risks China may pose to Taiwan, by the way). Planner Chris Chen sees merit in splitting out China and non-China emerging markets as separate allocations. This makes a lot of sense.\nFranklin Templeton offers a China ETFFLCH,-0.41%with a moderate 0.19% annual charge. BlackRock’s iShares offers an emerging markets fund that excludes China, iShares MSCI Emerging Markets ex China ETFEMXC,-1.36%,charging 0.25% a year. It’s top country holdings are 22% Taiwan, 21% South Korea, 16% India and 9% Brazil.\nJoachim Klement, strategist at Liberum and a top research figure at the CFA Institute, says that the most truly diversified stock portfolio is one that follows, not the U.S. or any other country or region, but the MSCI All-Country World IndexACWI,-0.56%,which includes the U.S., Europe, Japan, Australasia, emerging markets and everywhere else. That, incidentally, is the strategy of some low-cost exchange-traded funds such as the Vanguard Total World Stock ETFVT,-0.56%and SPDR Portfolio MSCI Global Stock Market ETFSPGM,-0.71%.\nNote that they still hold nearly 60% of their money in U.S. stocks (which is about three times the U.S. share of world economic output, according to the IMF) because of U.S. valuations. Meanwhile emerging markets account for a modest 11% of the fund. Make of that what you will.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151934128,"gmtCreate":1625061326864,"gmtModify":1703735129828,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Buy buy buy","listText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Buy buy buy","text":"$SEA LTD(SE)$Buy buy buy","images":[{"img":"https://static.tigerbbs.com/2717176d04860e1e8f3ec0807f47d893","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151934128","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":166573511,"gmtCreate":1624020176633,"gmtModify":1703826720819,"author":{"id":"3584018460843891","authorId":"3584018460843891","name":"JH52","avatar":"https://static.tigerbbs.com/41fb7addd349030635dbc2592f631ad4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584018460843891","authorIdStr":"3584018460843891"},"themes":[],"htmlText":"Good read can consider ","listText":"Good read can consider ","text":"Good read can consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166573511","repostId":"2144773087","repostType":4,"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}