Kahsiang personal page - To The Moon

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Kahsiang

Learn nothing be free

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2022-01-27

I love this game

@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2022-01-27

Pltr will moon soon ipo price rn

2021-12-27

I think xrp will moon

2021-06-22

Xrp i think will moon

10, 30-year Treasury yields recover overnight dip to stage solid post-Fed climb Monday

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Daftpunk better

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Fake

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Nice

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I thikk no leh

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Xrp to the moon

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Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099043316,"gmtCreate":1643283386202,"gmtModify":1676533795923,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586344416928957","idStr":"3586344416928957"},"themes":[],"htmlText":"Pltr will moon soon ipo price rn","listText":"Pltr will moon soon ipo price rn","text":"Pltr will moon soon ipo price rn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099043316","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009883991,"gmtCreate":1640610145877,"gmtModify":1676533528807,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586344416928957","idStr":"3586344416928957"},"themes":[],"htmlText":"I think xrp will moon","listText":"I think xrp will moon","text":"I think xrp will moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009883991","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129389626,"gmtCreate":1624359293065,"gmtModify":1703834302168,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586344416928957","idStr":"3586344416928957"},"themes":[],"htmlText":"Xrp i think will moon","listText":"Xrp i think will moon","text":"Xrp i think will moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129389626","repostId":"2145803031","repostType":4,"repost":{"id":"2145803031","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1624344420,"share":"https://ttm.financial/m/news/2145803031?lang=&edition=fundamental","pubTime":"2021-06-22 14:47","market":"hk","language":"en","title":"10, 30-year Treasury yields recover overnight dip to stage solid post-Fed climb Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=2145803031","media":"Dow Jones","summary":"Yields for benchmark bonds on Monday climb higher on the long-end for the curve, with the long bond ","content":"<p>Yields for benchmark bonds on Monday climb higher on the long-end for the curve, with the long bond notching its sharpest yield climb since March. The moves come as investors continue to position following a Federal Reserve update last week that was interpreted as more inclined to end pandemic-era accommodations sooner than later, even as the central bank views surging pricing pressures as likely to be short-lived.</p>\n<p><b>How Treasurys performed</b></p>\n<p>Fixed-income drivers</p>\n<p>Strategists didn't offer an clear reason why yields turned lower and then popped up, but some attribute it to bearish positioning, with investors forced to unwind bets that prices would head lower, pushing yields higher.</p>\n<p>Read:Markets are sending 'peculiar' signals as Fed changes tune--here's what they mean</p>\n<p>In theory, the Fed's stance that post-COVID inflation pressures should be short-lived and the expectation that the Fed could begin raising rates as early as late 2022 or early 2023, should be nudging yields higher.</p>\n<p>But bond yields, which move opposite to prices, have been reluctant to hold higher for an extended period in benchmark 30-year and 10-year Treasurys, which are used to price everything from mortgages to corporate bonds.</p>\n<p>On Monday, both St. Louis Fed President James Bullard and Dallas Fed President Rob Kaplan said they expect the pace of inflation next year to remain above the central bank's target.</p>\n<p>Last Friday, Bullard, in interview with CNBC, suggested that he would be inclined to see the Fed lift interest rates by late 2022 and said that Fed Chairman Jerome Powell has effectively opened the door to tapering the central bank's monthly purchases of $120 billion in Treasurys and mortgage-backed securities.</p>\n<p>The market will hear from Powell again on Tuesday when he testifies before the House select subcommittee on the impact of the coronavirus on the economy.</p>\n<p><b>What strategists said</b></p>\n<p>Inflation-themed \"trades such as a bear-steepening of the curve and a weaker dollar depend on the Fed remaining dovish, with the implication that a hawkish Fed would move markets in reverse,\" wrote Alex Pelle and Steven Ricchiuto, U.S. economists at Mizuho, in an afternoon note.</p>\n<p>\"Our view is that Powell remains solidly on the dovish end of the FOMC, but he is a Chair trying to manage an increasingly factious committee as incoming inflation data surprises to the upside.\"</p>\n<p>Still, the trajectory of monetary, including any pullback, will hinge on the labor market recovery, the team wrote, adding that with the \"realistic unemployment rate closer to 7.9%,\" realizing the \"gargantuan task\" of a 4.5% unemployment rate by year-end would be difficult and \"require job growth averaging around 900K job additions per month for the next 6 months.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>10, 30-year Treasury yields recover overnight dip to stage solid post-Fed climb Monday</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; 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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\">\n10, 30-year Treasury yields recover overnight dip to stage solid post-Fed climb Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-22 14:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Yields for benchmark bonds on Monday climb higher on the long-end for the curve, with the long bond notching its sharpest yield climb since March. The moves come as investors continue to position following a Federal Reserve update last week that was interpreted as more inclined to end pandemic-era accommodations sooner than later, even as the central bank views surging pricing pressures as likely to be short-lived.</p>\n<p><b>How Treasurys performed</b></p>\n<p>Fixed-income drivers</p>\n<p>Strategists didn't offer an clear reason why yields turned lower and then popped up, but some attribute it to bearish positioning, with investors forced to unwind bets that prices would head lower, pushing yields higher.</p>\n<p>Read:Markets are sending 'peculiar' signals as Fed changes tune--here's what they mean</p>\n<p>In theory, the Fed's stance that post-COVID inflation pressures should be short-lived and the expectation that the Fed could begin raising rates as early as late 2022 or early 2023, should be nudging yields higher.</p>\n<p>But bond yields, which move opposite to prices, have been reluctant to hold higher for an extended period in benchmark 30-year and 10-year Treasurys, which are used to price everything from mortgages to corporate bonds.</p>\n<p>On Monday, both St. Louis Fed President James Bullard and Dallas Fed President Rob Kaplan said they expect the pace of inflation next year to remain above the central bank's target.</p>\n<p>Last Friday, Bullard, in interview with CNBC, suggested that he would be inclined to see the Fed lift interest rates by late 2022 and said that Fed Chairman Jerome Powell has effectively opened the door to tapering the central bank's monthly purchases of $120 billion in Treasurys and mortgage-backed securities.</p>\n<p>The market will hear from Powell again on Tuesday when he testifies before the House select subcommittee on the impact of the coronavirus on the economy.</p>\n<p><b>What strategists said</b></p>\n<p>Inflation-themed \"trades such as a bear-steepening of the curve and a weaker dollar depend on the Fed remaining dovish, with the implication that a hawkish Fed would move markets in reverse,\" wrote Alex Pelle and Steven Ricchiuto, U.S. economists at Mizuho, in an afternoon note.</p>\n<p>\"Our view is that Powell remains solidly on the dovish end of the FOMC, but he is a Chair trying to manage an increasingly factious committee as incoming inflation data surprises to the upside.\"</p>\n<p>Still, the trajectory of monetary, including any pullback, will hinge on the labor market recovery, the team wrote, adding that with the \"realistic unemployment rate closer to 7.9%,\" realizing the \"gargantuan task\" of a 4.5% unemployment rate by year-end would be difficult and \"require job growth averaging around 900K job additions per month for the next 6 months.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145803031","content_text":"Yields for benchmark bonds on Monday climb higher on the long-end for the curve, with the long bond notching its sharpest yield climb since March. The moves come as investors continue to position following a Federal Reserve update last week that was interpreted as more inclined to end pandemic-era accommodations sooner than later, even as the central bank views surging pricing pressures as likely to be short-lived.\nHow Treasurys performed\nFixed-income drivers\nStrategists didn't offer an clear reason why yields turned lower and then popped up, but some attribute it to bearish positioning, with investors forced to unwind bets that prices would head lower, pushing yields higher.\nRead:Markets are sending 'peculiar' signals as Fed changes tune--here's what they mean\nIn theory, the Fed's stance that post-COVID inflation pressures should be short-lived and the expectation that the Fed could begin raising rates as early as late 2022 or early 2023, should be nudging yields higher.\nBut bond yields, which move opposite to prices, have been reluctant to hold higher for an extended period in benchmark 30-year and 10-year Treasurys, which are used to price everything from mortgages to corporate bonds.\nOn Monday, both St. Louis Fed President James Bullard and Dallas Fed President Rob Kaplan said they expect the pace of inflation next year to remain above the central bank's target.\nLast Friday, Bullard, in interview with CNBC, suggested that he would be inclined to see the Fed lift interest rates by late 2022 and said that Fed Chairman Jerome Powell has effectively opened the door to tapering the central bank's monthly purchases of $120 billion in Treasurys and mortgage-backed securities.\nThe market will hear from Powell again on Tuesday when he testifies before the House select subcommittee on the impact of the coronavirus on the economy.\nWhat strategists said\nInflation-themed \"trades such as a bear-steepening of the curve and a weaker dollar depend on the Fed remaining dovish, with the implication that a hawkish Fed would move markets in reverse,\" wrote Alex Pelle and Steven Ricchiuto, U.S. economists at Mizuho, in an afternoon note.\n\"Our view is that Powell remains solidly on the dovish end of the FOMC, but he is a Chair trying to manage an increasingly factious committee as incoming inflation data surprises to the upside.\"\nStill, the trajectory of monetary, including any pullback, will hinge on the labor market recovery, the team wrote, adding that with the \"realistic unemployment rate closer to 7.9%,\" realizing the \"gargantuan task\" of a 4.5% unemployment rate by year-end would be difficult and \"require job growth averaging around 900K job additions per month for the next 6 months.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129389358,"gmtCreate":1624359277674,"gmtModify":1703834301683,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586344416928957","idStr":"3586344416928957"},"themes":[],"htmlText":"Daftpunk better","listText":"Daftpunk better","text":"Daftpunk better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129389358","repostId":"1139414035","repostType":4,"repost":{"id":"1139414035","pubTimestamp":1624345572,"share":"https://ttm.financial/m/news/1139414035?lang=&edition=fundamental","pubTime":"2021-06-22 15:06","market":"us","language":"en","title":"DraftKings' Stumble Offers An Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1139414035","media":"seekingalpha","summary":"Summary\n\nDraftKings has pulled back after a broader pullback on growth stocks and a short report tar","content":"<p><b>Summary</b></p>\n<ul>\n <li>DraftKings has pulled back after a broader pullback on growth stocks and a short report targeting the betting company.</li>\n <li>However, DraftKings continues to grow at a torrid pace and innovate along the way.</li>\n <li>DraftKings offers a more compelling risk/reward after a 20% drop since my last look at them.</li>\n</ul>\n<p>Fantasy sports and betting platform DraftKings Inc. (DKNG) has steadily slid lower since mid-March. The most recent piece of bad news, a short report, claimed that the company is concealing illegal activities. Shares have come down 35% from highs.</p>\n<p>However, at an operational level, DraftKings continues to grow and innovate. The company posted strong Q1 results and is investing heavily to lay the groundwork to be the primary player in sports betting, an industry that is continuing to blossom. While DraftKings continues to carry some risks that investors should be aware of, the pullback has offered a more compelling risk/reward entry for investors.</p>\n<p><b>DraftKings Continues To Grow &amp; Innovate</b></p>\n<p>DraftKings reported its Q1 earnings for 2021 in May, and results showed a glimpse into the company's continued upward trajectory. The business is growing at a rapid rate and continues to innovate.</p>\n<p>For the quarter, DraftKings reported revenues of $312 million, year over year growth of 175% on a Pro-forma basis. This growth was driven in part by new state launches in Michigan and Virginia. The betting and iGaming landscape is still developing, so new state launches will continue to play an important role in growth for the foreseeable future.</p>\n<p>Additionally, DraftKings is innovating to drive engagement (and thus revenue growth) on the platform. It recently launched \"Spanish 21\", a variant game of Blackjack, and it is currently unique among iGaming operators to DraftKings.</p>\n<p><img src=\"https://static.tigerbbs.com/38bef09e9a4a3b68cab2d9bc336ac15b\" tg-width=\"640\" tg-height=\"192\"></p>\n<p>Source: DraftKings Inc.</p>\n<p>The more impactful innovation that DraftKings is working on is the features that it is adding to turn DraftKings into a one-stop-shop platform for a gaming experience. There are two great examples of this in the works. DraftKings is collaborating with SLING TV to launch sports betting information channels. This ties real-time sports updates into betting odds, producing a more engaging experience for customers.</p>\n<p><img src=\"https://static.tigerbbs.com/ca4d93bb27aaf7fd36bdfc6e3734a43a\" tg-width=\"640\" tg-height=\"199\"></p>\n<p>Source: DraftKings Inc.</p>\n<p>DraftKings is also launching social media features on its platform that will allow customers to interact with each other by friending, commenting, and sharing bets with others.</p>\n<p><img src=\"https://static.tigerbbs.com/5a5c6faace4c411e5a7e2976c2ae702f\" tg-width=\"640\" tg-height=\"384\"></p>\n<p>Source: DraftKings Inc.</p>\n<p>This is a great opportunity for DraftKings, as there are high-profile gamblers on traditional social media platforms already that prove this concept out. I wouldn't be surprised to see DraftKings spending to bring high-profile bettors onto DraftKings' platform as an effort to attract followers that can \"play along\" with these betting celebrities.</p>\n<p><b>About The Short Report</b></p>\n<p>Shares of DraftKings took a recent tumble when a short report emerged, accusing the company of concealing illegal activity from the public.</p>\n<p><i>Investors should consider every bear case, soyou can find it herefor those interested in checking it out.</i></p>\n<p>The report is based on a lot of insinuation (typical of short reports), so I won't go into a ton of detail here. The basic point of the report is that a segment of DraftKings known as SBTech before the SPAC merger is involved in black market dealings, and it's being hidden from regulators and investors.</p>\n<p>I didn't find enough credible evidence of this upon reading the report, and I like to think that all of the partnerships that DraftKings has amassed are a sign of things being done properly. Nonetheless, investors can read and decide for themselves.</p>\n<p><b>The Risk That Investors Should Keep Eyes On</b></p>\n<p>If there is a legitimate reason for caution on DraftKings, I believe it to be the company's rapid cash-burning that continues to take place.</p>\n<p><i>I wrote about it in my previous article on DraftKings,which can be found here.</i></p>\n<p>DraftKings aggressively spends on sales and marketing to grow revenue, as we can see that this expense category alone almost eclipses revenues despite the company's top-line growth.</p>\n<p><img src=\"https://static.tigerbbs.com/f23d5da6dc7f5d0125f90532f866e141\" tg-width=\"640\" tg-height=\"390\"></p>\n<p>Source: YCharts</p>\n<p>As I detailed in my previous article, DraftKings is spending to grab market share in an emerging industry. Don't forget that a lot of this spending will also aggressively market in newly launched states. Eventual profitability is important over the long term, but part of this process is for DraftKings to acquire the scale needed to maximize the unit economics of the business.</p>\n<p>There are signs that DraftKings has had success thus far. In Q1, the company's ARPU (average revenue per user) was $61, a notable increase over the $41 it generated a year ago.</p>\n<p>This is something that investors will need to continue monitoring. What will be key is the eventual plateau of marketing spend as the platform grows large enough to draw users in more organically.</p>\n<p><b>A More Compelling Entry Point</b></p>\n<p>Shares of DraftKings have cooled slightly over the past several months, now sitting about 35% below highs at $48 per share.</p>\n<p><img src=\"https://static.tigerbbs.com/947874e9faff15a78a04538a5298d35b\" tg-width=\"640\" tg-height=\"384\"></p>\n<p>Source: YCharts</p>\n<p>Based on analyst estimates, DraftKings is currently trading at an EV/sales of 15X on a forward basis. With analysts projecting strong growth over the coming years (90% in 2021 and high 30s after that), DraftKings offers an attractive entry point that will see multiples aggressively compress over the short-medium time frames as growth continues.</p>\n<p><b>Wrapping Up</b></p>\n<p>DraftKings is growing \"at all costs,\" so there is risk involved in the near term. However, the recent pullback gives investors a margin of safety because strong revenue growth will quickly compress valuations from here. The company's revenues are poised to continue expanding rapidly as the iGaming and sports betting markets come into their own. Eventually, profitability will become a more critical aspect of the business, but that time isn't now.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DraftKings' Stumble Offers An Opportunity</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\">\nDraftKings' Stumble Offers An Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 15:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435911-draftkings-stumble-offers-an-opportunity><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDraftKings has pulled back after a broader pullback on growth stocks and a short report targeting the betting company.\nHowever, DraftKings continues to grow at a torrid pace and innovate ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435911-draftkings-stumble-offers-an-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc."},"source_url":"https://seekingalpha.com/article/4435911-draftkings-stumble-offers-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1139414035","content_text":"Summary\n\nDraftKings has pulled back after a broader pullback on growth stocks and a short report targeting the betting company.\nHowever, DraftKings continues to grow at a torrid pace and innovate along the way.\nDraftKings offers a more compelling risk/reward after a 20% drop since my last look at them.\n\nFantasy sports and betting platform DraftKings Inc. (DKNG) has steadily slid lower since mid-March. The most recent piece of bad news, a short report, claimed that the company is concealing illegal activities. Shares have come down 35% from highs.\nHowever, at an operational level, DraftKings continues to grow and innovate. The company posted strong Q1 results and is investing heavily to lay the groundwork to be the primary player in sports betting, an industry that is continuing to blossom. While DraftKings continues to carry some risks that investors should be aware of, the pullback has offered a more compelling risk/reward entry for investors.\nDraftKings Continues To Grow & Innovate\nDraftKings reported its Q1 earnings for 2021 in May, and results showed a glimpse into the company's continued upward trajectory. The business is growing at a rapid rate and continues to innovate.\nFor the quarter, DraftKings reported revenues of $312 million, year over year growth of 175% on a Pro-forma basis. This growth was driven in part by new state launches in Michigan and Virginia. The betting and iGaming landscape is still developing, so new state launches will continue to play an important role in growth for the foreseeable future.\nAdditionally, DraftKings is innovating to drive engagement (and thus revenue growth) on the platform. It recently launched \"Spanish 21\", a variant game of Blackjack, and it is currently unique among iGaming operators to DraftKings.\n\nSource: DraftKings Inc.\nThe more impactful innovation that DraftKings is working on is the features that it is adding to turn DraftKings into a one-stop-shop platform for a gaming experience. There are two great examples of this in the works. DraftKings is collaborating with SLING TV to launch sports betting information channels. This ties real-time sports updates into betting odds, producing a more engaging experience for customers.\n\nSource: DraftKings Inc.\nDraftKings is also launching social media features on its platform that will allow customers to interact with each other by friending, commenting, and sharing bets with others.\n\nSource: DraftKings Inc.\nThis is a great opportunity for DraftKings, as there are high-profile gamblers on traditional social media platforms already that prove this concept out. I wouldn't be surprised to see DraftKings spending to bring high-profile bettors onto DraftKings' platform as an effort to attract followers that can \"play along\" with these betting celebrities.\nAbout The Short Report\nShares of DraftKings took a recent tumble when a short report emerged, accusing the company of concealing illegal activity from the public.\nInvestors should consider every bear case, soyou can find it herefor those interested in checking it out.\nThe report is based on a lot of insinuation (typical of short reports), so I won't go into a ton of detail here. The basic point of the report is that a segment of DraftKings known as SBTech before the SPAC merger is involved in black market dealings, and it's being hidden from regulators and investors.\nI didn't find enough credible evidence of this upon reading the report, and I like to think that all of the partnerships that DraftKings has amassed are a sign of things being done properly. Nonetheless, investors can read and decide for themselves.\nThe Risk That Investors Should Keep Eyes On\nIf there is a legitimate reason for caution on DraftKings, I believe it to be the company's rapid cash-burning that continues to take place.\nI wrote about it in my previous article on DraftKings,which can be found here.\nDraftKings aggressively spends on sales and marketing to grow revenue, as we can see that this expense category alone almost eclipses revenues despite the company's top-line growth.\n\nSource: YCharts\nAs I detailed in my previous article, DraftKings is spending to grab market share in an emerging industry. Don't forget that a lot of this spending will also aggressively market in newly launched states. Eventual profitability is important over the long term, but part of this process is for DraftKings to acquire the scale needed to maximize the unit economics of the business.\nThere are signs that DraftKings has had success thus far. In Q1, the company's ARPU (average revenue per user) was $61, a notable increase over the $41 it generated a year ago.\nThis is something that investors will need to continue monitoring. What will be key is the eventual plateau of marketing spend as the platform grows large enough to draw users in more organically.\nA More Compelling Entry Point\nShares of DraftKings have cooled slightly over the past several months, now sitting about 35% below highs at $48 per share.\n\nSource: YCharts\nBased on analyst estimates, DraftKings is currently trading at an EV/sales of 15X on a forward basis. With analysts projecting strong growth over the coming years (90% in 2021 and high 30s after that), DraftKings offers an attractive entry point that will see multiples aggressively compress over the short-medium time frames as growth continues.\nWrapping Up\nDraftKings is growing \"at all costs,\" so there is risk involved in the near term. However, the recent pullback gives investors a margin of safety because strong revenue growth will quickly compress valuations from here. The company's revenues are poised to continue expanding rapidly as the iGaming and sports betting markets come into their own. Eventually, profitability will become a more critical aspect of the business, but that time isn't now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129380233,"gmtCreate":1624359259622,"gmtModify":1703834301199,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586344416928957","idStr":"3586344416928957"},"themes":[],"htmlText":"Fake","listText":"Fake","text":"Fake","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129380233","repostId":"1177499959","repostType":4,"repost":{"id":"1177499959","pubTimestamp":1624344919,"share":"https://ttm.financial/m/news/1177499959?lang=&edition=fundamental","pubTime":"2021-06-22 14:55","market":"us","language":"en","title":"Forget Everything You Know: Morgan Stanley Reveals The Only Metric That Determines What The Market Will Do Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1177499959","media":"zerohedge","summary":"Traders of a certain age may recall that back in 2013, around the time the Fed's \"Taper Tantrum\" spa","content":"<p>Traders of a certain age may recall that back in 2013, around the time the Fed's \"Taper Tantrum\" sparked a surge in yields and led to a risk asset selloff, a big (if entirely artificial) debate emerged within financial media, where the Fed muppets and their media puppets would argue that \"tapering is not tightening\" while anyone with half a brain realized knew that this was total BS.</p>\n<p>Fast forward to today when Morgan Stanley's Michael Wilson opens up an old wound for clueless Fed apologists, saying in his latest Weekly Warm Up note that \"Tapering<i><b>is</b></i>Tightening\"... but then adds that contrary to the market's shocked reaction to last week's Fed meeting, tightening actually began months ago.</p>\n<p>Elaborating on this point, Wilson - who several months ago turned into Wall Street's most bearish strategist (again)-&nbsp; writes this morning that while the Fed's pivot to \"begin\" the tightening discussion caught most by surprise, in reality markets began discounting this inevitable process months ago as price action had indicated. It's exactly this discounting of the coming tightening, that is what Michael Wilson's mid-cycle transition is all about, and as the strategist adds, \"<b>fits nicely with our narrative for choppier equity markets and a 10-20% correction for the broader indices this year.\"</b></p>\n<p>Or to paraphrase Lester Burnham,<b>\"it's all downhill from here\"...</b>and as Wilson predicts, that won't change until M2 growth is done decelerating; or in other words, until the Fed unleashes another liquidity burst into the system \"<b><i>the transition is incomplete.\"</i></b></p>\n<p>Highlights aside, Wilson then elaborates on each point, noting that while last week's Fed meeting brought more uncertainty to markets one thing is becoming more obvious:<b>\"we are on the other side of the mountain with respect to monetary accommodation for this cycle.</b>\"</p>\n<p>Furthermore, having repeatedlywarned that the US is now mid-cycle...</p>\n<p><img src=\"https://static.tigerbbs.com/d95f296e4d1300cd3c95485a2333d270\" tg-width=\"906\" tg-height=\"571\" referrerpolicy=\"no-referrer\">... Wilson then takes a victory lap writing that what the Fed is doing is \"classic mid cycle transition behavior so investors really shouldn't be too surprised that the Fed would try to begin the long process of tightening.\"</p>\n<blockquote>\n After all, the US economy is booming and expected to grow close to 10 percent this year in nominal terms, a feat last witnessed in 1984. Meanwhile, no matter what one's view is on inflation being transient or not, prices are up significantly and likely higher than what the Fed, or most others were expecting 6 months ago. In other words, the facts and data have changed; therefore, so should Fed policy.\n</blockquote>\n<p>Nevertheless, as discussed here extensively, markets reacted as if this was a complete shock with both bonds and stocks trading as if the Fed had hiked rates already (instead of leaving over $2TN in QE still on deck) after the Fed meeting. Starting with bonds, both nominal 10 year yields and breakevens fell significantly. However, breakevens fell more leaving 10 year real rates higher by almost 20 bps Wednesday afternoon.</p>\n<p>While real rates did settle back a bit on Thursday and Friday, they have formed what appears to be a very solid base from which they are likely to rise as the economy continues to recover and the Fed appropriately pivots. In Wilson's view, \"<b>this looks very similar to 2013, the year after Peak Fed. Back then, Peak Fed was QE3 which was announced on September 12, 2012. This time Peak Fed was the announcement of Average Inflation Targeting last summer.\"</b></p>\n<p><img src=\"https://static.tigerbbs.com/670f9e23e34953726583276c32a7b3f9\" tg-width=\"843\" tg-height=\"445\"></p>\n<p>That said, there is one notable difference between the taper tantrum and today: in 2013 \"tapering\" QE was a novel concept to markets and it came more abruptly with Bernanke's surprise mention during his congressional testimony on May 22, 2013.<b>This time, the markets understand what tapering is and see its arrival as inevitable as the economy recovers.</b>Therefore, while the path higher for real rates is unlikely to be as dramatic as witnessed in 2013, it is still likely to be higher from here and that is a change that will affect all risk markets, including equities, in Morgan Stanley's view.</p>\n<p>Wilson makes one final observation from the chart above, which is how real rates moved substantially<b>before</b>Bernanke's testimony in May 2013, prompting Wilson to notes that \"<i>perhaps it wasn't as much of a surprise as believed, at least to markets. We think it's the same situation today.\"</i></p>\n<blockquote>\n In our view, the data has been so strong, it would be naive not to think the Fed wasn't moving closer to tapering over the past several months. In fact, the idea that the Fed hasn't been thinking and/or talking about it seems absurd. Surely the market understands this, making the events of the past week not so much of a surprise. It's all part of the mid cycle transition that has been ongoing for months and fits with the choppier price action and unstable market leadership we have been witnessing.\n</blockquote>\n<p>The underperformance of early cycle stocks is another classic signal the market \"gets it.\" Nevertheless, in talking with clients the past few days, this view is still out of consensus. Most haven't been ready for tighter monetary policy, nor did they think it's something they needed to worry about, until now.</p>\n<p>Wrapping up the Fed \"surprise\" part of his note, Wilson writes that contrary to the FOMC shock,<b>monetary tightening actually began months ago if one is looking at the right metric, which to the top Morgan Stanley equity strategist - who emerges as yet another closet Austrian - is</b><b><u>money supply growth</u></b><b>:</b></p>\n<blockquote>\n <i>In a world where all of the major developed market central banks are stuck at the zero bound, or lower,</i>\n <i><b>the primary metric that determines if monetary policy is getting more or less accommodative is Money Supply Growth.</b></i>\n</blockquote>\n<p>Realizing that to most Keynesian this will be a controversial statement to say the least, Wilson digs in and says that \"it's absolutely the case and financial markets seem to agree.\"&nbsp; He explains:</p>\n<blockquote>\n <i>When money supply is accelerating, the more speculative / riskier assets tend to outperform and when it's decelerating these assets have more trouble. As noted here several times over the past few months, the Fed's balance sheet (M1) growth peaked in mid February and that coincided with a top in many of the most expensive/speculative stocks in the equity market just like the acceleration in the Fed's balance sheet in the prior 12 months contributed to their spectacular performance. Interestingly, the recently flattening out of the growth in M1 has coincided with more stability in these stocks, although they remain well below prior highs (Exhibit 2).</i>\n</blockquote>\n<p>And visually:</p>\n<p><img src=\"https://static.tigerbbs.com/392b34be32740b00458d59adb2bb80a6\" tg-width=\"852\" tg-height=\"486\"></p>\n<p>But wait there's more, and also an explanation why the Fed has made it virtually impossible to track the weekly change in M2 (the aggregate is now updated only monthly).</p>\n<p>Taking Wilson's argument a step further,<b>M2 growth might be even more important to monitor than M1 because that's the net liquidity available to the economy</b><b><i>and</i></b><b>markets.</b>On that front, the deceleration also began at the end of February<b>but has not yet flattened out and appears to have much further to fall to a&nbsp; more \"normal\" level of annual growth</b>— i.e., 7-8%</p>\n<p><img src=\"https://static.tigerbbs.com/dd5f46571e7e27f9c00fed0a2d310a3c\" tg-width=\"610\" tg-height=\"376\"></p>\n<p>More ominously, this also suggests<b>liquidity is likely to tighten further from here whether the Fed's begins tapering later this year or next.</b></p>\n<p>Finally, when we look at M2 data on a global basis, we get the same picture.</p>\n<p><img src=\"https://static.tigerbbs.com/c77fa806a6775bc562b18346590d26c9\" tg-width=\"613\" tg-height=\"376\"></p>\n<p>Wilson concludes that even ahead of last week's \"shock\" FOMC, the market had already started to de-rate lower into a mid-cycle transition as Fed balance sheet growth has materially slowed. Meanwhile, M2 is slowing just as rapidly and has further to fall, especially when the Fed begins to taper later this year or early next. Finally, global money supply growth is also slowing from elevated levels and every major region is contributing.</p>\n<p>This to Wilson<b>\"looks reminiscent of 2014 and 2018 when markets went through a rolling correction of risky assets\"</b>and he thinks 2021 will prove to be similar in that regard with the highest beta regions falling first (Kospi, China, Japan) and ending with the most defensive (US).</p>\n<p>Putting it all together, the MS strategist writes that \"tapering is tightening but the tightening process began with the rate of change in money supply growth. The good news is that<b>the market already knows it.</b>The bad news is that<b>a majority of investors seem to be just catching on with the Fed's \"surprise\" announcement this past week.</b>This means asset prices are far from done correcting as witnessed with the more cyclical, reflationary assets taking their turn the past few weeks.\"</p>\n<p>And while we completely agree with Wilson's newly discovered Austrian view of markets - funny how on a long enough timeline everyone turns Austrian - the real question is what will catalyze the next M2 boosting cycle, how high will it push stocks, and will the Fed be forced to come out and start buying equities this time after having nationalized the bond market back in 2020.</p>\n<p>We expect that the answer will be revealed after the next 20% drop at which point all of the Fed's hawkishness will evaporate, and Powell (or his replacement Kashkari) will shift to an uber dovish mode as they prepare to unleash the final and biggest asset bubble of all...</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Everything You Know: Morgan Stanley Reveals The Only Metric That Determines What The Market Will Do Next</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\">\nForget Everything You Know: Morgan Stanley Reveals The Only Metric That Determines What The Market Will Do Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 14:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/forget-everything-you-know-morgan-stanley-reveals-only-metric-determines-what-market-will><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders of a certain age may recall that back in 2013, around the time the Fed's \"Taper Tantrum\" sparked a surge in yields and led to a risk asset selloff, a big (if entirely artificial) debate ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/forget-everything-you-know-morgan-stanley-reveals-only-metric-determines-what-market-will\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/forget-everything-you-know-morgan-stanley-reveals-only-metric-determines-what-market-will","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177499959","content_text":"Traders of a certain age may recall that back in 2013, around the time the Fed's \"Taper Tantrum\" sparked a surge in yields and led to a risk asset selloff, a big (if entirely artificial) debate emerged within financial media, where the Fed muppets and their media puppets would argue that \"tapering is not tightening\" while anyone with half a brain realized knew that this was total BS.\nFast forward to today when Morgan Stanley's Michael Wilson opens up an old wound for clueless Fed apologists, saying in his latest Weekly Warm Up note that \"TaperingisTightening\"... but then adds that contrary to the market's shocked reaction to last week's Fed meeting, tightening actually began months ago.\nElaborating on this point, Wilson - who several months ago turned into Wall Street's most bearish strategist (again)-  writes this morning that while the Fed's pivot to \"begin\" the tightening discussion caught most by surprise, in reality markets began discounting this inevitable process months ago as price action had indicated. It's exactly this discounting of the coming tightening, that is what Michael Wilson's mid-cycle transition is all about, and as the strategist adds, \"fits nicely with our narrative for choppier equity markets and a 10-20% correction for the broader indices this year.\"\nOr to paraphrase Lester Burnham,\"it's all downhill from here\"...and as Wilson predicts, that won't change until M2 growth is done decelerating; or in other words, until the Fed unleashes another liquidity burst into the system \"the transition is incomplete.\"\nHighlights aside, Wilson then elaborates on each point, noting that while last week's Fed meeting brought more uncertainty to markets one thing is becoming more obvious:\"we are on the other side of the mountain with respect to monetary accommodation for this cycle.\"\nFurthermore, having repeatedlywarned that the US is now mid-cycle...\n... Wilson then takes a victory lap writing that what the Fed is doing is \"classic mid cycle transition behavior so investors really shouldn't be too surprised that the Fed would try to begin the long process of tightening.\"\n\n After all, the US economy is booming and expected to grow close to 10 percent this year in nominal terms, a feat last witnessed in 1984. Meanwhile, no matter what one's view is on inflation being transient or not, prices are up significantly and likely higher than what the Fed, or most others were expecting 6 months ago. In other words, the facts and data have changed; therefore, so should Fed policy.\n\nNevertheless, as discussed here extensively, markets reacted as if this was a complete shock with both bonds and stocks trading as if the Fed had hiked rates already (instead of leaving over $2TN in QE still on deck) after the Fed meeting. Starting with bonds, both nominal 10 year yields and breakevens fell significantly. However, breakevens fell more leaving 10 year real rates higher by almost 20 bps Wednesday afternoon.\nWhile real rates did settle back a bit on Thursday and Friday, they have formed what appears to be a very solid base from which they are likely to rise as the economy continues to recover and the Fed appropriately pivots. In Wilson's view, \"this looks very similar to 2013, the year after Peak Fed. Back then, Peak Fed was QE3 which was announced on September 12, 2012. This time Peak Fed was the announcement of Average Inflation Targeting last summer.\"\n\nThat said, there is one notable difference between the taper tantrum and today: in 2013 \"tapering\" QE was a novel concept to markets and it came more abruptly with Bernanke's surprise mention during his congressional testimony on May 22, 2013.This time, the markets understand what tapering is and see its arrival as inevitable as the economy recovers.Therefore, while the path higher for real rates is unlikely to be as dramatic as witnessed in 2013, it is still likely to be higher from here and that is a change that will affect all risk markets, including equities, in Morgan Stanley's view.\nWilson makes one final observation from the chart above, which is how real rates moved substantiallybeforeBernanke's testimony in May 2013, prompting Wilson to notes that \"perhaps it wasn't as much of a surprise as believed, at least to markets. We think it's the same situation today.\"\n\n In our view, the data has been so strong, it would be naive not to think the Fed wasn't moving closer to tapering over the past several months. In fact, the idea that the Fed hasn't been thinking and/or talking about it seems absurd. Surely the market understands this, making the events of the past week not so much of a surprise. It's all part of the mid cycle transition that has been ongoing for months and fits with the choppier price action and unstable market leadership we have been witnessing.\n\nThe underperformance of early cycle stocks is another classic signal the market \"gets it.\" Nevertheless, in talking with clients the past few days, this view is still out of consensus. Most haven't been ready for tighter monetary policy, nor did they think it's something they needed to worry about, until now.\nWrapping up the Fed \"surprise\" part of his note, Wilson writes that contrary to the FOMC shock,monetary tightening actually began months ago if one is looking at the right metric, which to the top Morgan Stanley equity strategist - who emerges as yet another closet Austrian - ismoney supply growth:\n\nIn a world where all of the major developed market central banks are stuck at the zero bound, or lower,\nthe primary metric that determines if monetary policy is getting more or less accommodative is Money Supply Growth.\n\nRealizing that to most Keynesian this will be a controversial statement to say the least, Wilson digs in and says that \"it's absolutely the case and financial markets seem to agree.\"  He explains:\n\nWhen money supply is accelerating, the more speculative / riskier assets tend to outperform and when it's decelerating these assets have more trouble. As noted here several times over the past few months, the Fed's balance sheet (M1) growth peaked in mid February and that coincided with a top in many of the most expensive/speculative stocks in the equity market just like the acceleration in the Fed's balance sheet in the prior 12 months contributed to their spectacular performance. Interestingly, the recently flattening out of the growth in M1 has coincided with more stability in these stocks, although they remain well below prior highs (Exhibit 2).\n\nAnd visually:\n\nBut wait there's more, and also an explanation why the Fed has made it virtually impossible to track the weekly change in M2 (the aggregate is now updated only monthly).\nTaking Wilson's argument a step further,M2 growth might be even more important to monitor than M1 because that's the net liquidity available to the economyandmarkets.On that front, the deceleration also began at the end of Februarybut has not yet flattened out and appears to have much further to fall to a  more \"normal\" level of annual growth— i.e., 7-8%\n\nMore ominously, this also suggestsliquidity is likely to tighten further from here whether the Fed's begins tapering later this year or next.\nFinally, when we look at M2 data on a global basis, we get the same picture.\n\nWilson concludes that even ahead of last week's \"shock\" FOMC, the market had already started to de-rate lower into a mid-cycle transition as Fed balance sheet growth has materially slowed. Meanwhile, M2 is slowing just as rapidly and has further to fall, especially when the Fed begins to taper later this year or early next. Finally, global money supply growth is also slowing from elevated levels and every major region is contributing.\nThis to Wilson\"looks reminiscent of 2014 and 2018 when markets went through a rolling correction of risky assets\"and he thinks 2021 will prove to be similar in that regard with the highest beta regions falling first (Kospi, China, Japan) and ending with the most defensive (US).\nPutting it all together, the MS strategist writes that \"tapering is tightening but the tightening process began with the rate of change in money supply growth. The good news is thatthe market already knows it.The bad news is thata majority of investors seem to be just catching on with the Fed's \"surprise\" announcement this past week.This means asset prices are far from done correcting as witnessed with the more cyclical, reflationary assets taking their turn the past few weeks.\"\nAnd while we completely agree with Wilson's newly discovered Austrian view of markets - funny how on a long enough timeline everyone turns Austrian - the real question is what will catalyze the next M2 boosting cycle, how high will it push stocks, and will the Fed be forced to come out and start buying equities this time after having nationalized the bond market back in 2020.\nWe expect that the answer will be revealed after the next 20% drop at which point all of the Fed's hawkishness will evaporate, and Powell (or his replacement Kashkari) will shift to an uber dovish mode as they prepare to unleash the final and biggest asset bubble of all...","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129380832,"gmtCreate":1624359246026,"gmtModify":1703834301037,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586344416928957","idStr":"3586344416928957"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129380832","repostId":"1186855284","repostType":4,"repost":{"id":"1186855284","pubTimestamp":1624345153,"share":"https://ttm.financial/m/news/1186855284?lang=&edition=fundamental","pubTime":"2021-06-22 14:59","market":"us","language":"en","title":"If You Thought These 2 Big Nasdaq Winners Were Done, Think Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1186855284","media":"Motley Fool","summary":"On a strong day for the Nasdaq, two highfliers stood out.\n\nVolatility has returned to the stock mark","content":"<blockquote>\n On a strong day for the Nasdaq, two highfliers stood out.\n</blockquote>\n<p>Volatility has returned to the stock market, but finally, the<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)is starting to make waves once again. The tech-heavy index is making a run toward all-time highs, trading within 1% of its high-water mark on Monday afternoon. As of just before 2 p.m. EDT today,the Nasdaq&nbsp; was higher by three-quarters of a percent.</p>\n<p>It wasn't that long ago that investors figured that stocks of COVID-19 vaccine manufacturers had already seen their best days. Companies like<b>Moderna</b>(NASDAQ:MRNA)and<b>BioNTech</b>(NASDAQ:BNTX)had seen their share prices start to give up ground as many believed that a vaccinated world would eventually cause revenue and profits to dry up for the vaccine makers. Now, though, it's becoming increasingly clear that the two companies could well have a much brighter future than many had thought.</p>\n<p><b>More moves for Moderna and BioNTech</b></p>\n<p>Shares of the vaccine manufacturers were among the leaders on the Nasdaq today. Moderna's gains amounted to more than 5%, while BioNTech boasted gains of 6% or more on the day.</p>\n<p>The general sentiment toward BioNTech and Moderna has been positive because ofjust how effective their vaccines have been. Last month, the U.S. Centers for Disease Control and Prevention released the latest figures on efficacy for the messenger-RNA-based vaccines from the two companies. Data from real-life use showed a reduction in infection risks of 91%. Those who got infected had a 60% lower risk of showing symptoms, and they spent on average six days fewer being sick and two days fewer stuck in bed recovering.</p>\n<p>In addition, the companies have benefited from sustained demand for COVID vaccines from countries around the world. On Monday,BioNTech said that it had received provision approvalof its vaccine from regulators in New Zealand. Over the weekend, the government of the Philippines announced a 40-million-dose agreement with BioNTech and<b>Pfizer</b>(NYSE:PFE)for more vaccine doses as well.</p>\n<p>More broadly, some health officials have started talking about the potential need for vaccine booster shots. It's uncertain at this point whether and how quickly antibody levels from initial vaccinations decline, and so it's entirely possible that even those who've already received vaccinations could need additional doses in the future. From a business standpoint, that would create even further demand for Moderna and BioNTech that could dramatically lengthen the expected flow of revenue stemming from COVID vaccines.</p>\n<p><b>Will existing vaccines be enough?</b></p>\n<p>The biggest threat on the COVID front comes from the potential for the virus to mutate into more-dangerous variants. Already, theDelta varianthas proved to be more easily transmitted among infected patients and with more-severe health impacts. Future variants could prove even more problematic, and there's no guarantee that existing vaccines will provide protection against them all.</p>\n<p>For the most part, both Moderna's and BioNTech's stock prices seem to reflect little expectation of success beyond the current COVID vaccine products. Yet if anything, COVID has proved that the broader-based investing thesis behind mRNA-based treatment development is sound. Both companies have plans for vaccines and other treatments for a wider variety of different medical conditions, and success anywhere on that front could provide the positive surprise investors need to gain confidence in the long-term futures of these stocks.</p>\n<p>If you made the mistake of thinking that COVID vaccine stocks would be done once much of the U.S. population had been vaccinated, you aren't alone. But you might be surprised at how much staying power BioNTech and Moderna could have -- especially if a few things end up working out in their favor.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Thought These 2 Big Nasdaq Winners Were Done, Think Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf You Thought These 2 Big Nasdaq Winners Were Done, Think Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 14:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/21/if-you-thought-big-nasdaq-winners-done-think-again/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On a strong day for the Nasdaq, two highfliers stood out.\n\nVolatility has returned to the stock market, but finally, theNasdaq Composite(NASDAQINDEX:^IXIC)is starting to make waves once again. The ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/21/if-you-thought-big-nasdaq-winners-done-think-again/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/06/21/if-you-thought-big-nasdaq-winners-done-think-again/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186855284","content_text":"On a strong day for the Nasdaq, two highfliers stood out.\n\nVolatility has returned to the stock market, but finally, theNasdaq Composite(NASDAQINDEX:^IXIC)is starting to make waves once again. The tech-heavy index is making a run toward all-time highs, trading within 1% of its high-water mark on Monday afternoon. As of just before 2 p.m. EDT today,the Nasdaq  was higher by three-quarters of a percent.\nIt wasn't that long ago that investors figured that stocks of COVID-19 vaccine manufacturers had already seen their best days. Companies likeModerna(NASDAQ:MRNA)andBioNTech(NASDAQ:BNTX)had seen their share prices start to give up ground as many believed that a vaccinated world would eventually cause revenue and profits to dry up for the vaccine makers. Now, though, it's becoming increasingly clear that the two companies could well have a much brighter future than many had thought.\nMore moves for Moderna and BioNTech\nShares of the vaccine manufacturers were among the leaders on the Nasdaq today. Moderna's gains amounted to more than 5%, while BioNTech boasted gains of 6% or more on the day.\nThe general sentiment toward BioNTech and Moderna has been positive because ofjust how effective their vaccines have been. Last month, the U.S. Centers for Disease Control and Prevention released the latest figures on efficacy for the messenger-RNA-based vaccines from the two companies. Data from real-life use showed a reduction in infection risks of 91%. Those who got infected had a 60% lower risk of showing symptoms, and they spent on average six days fewer being sick and two days fewer stuck in bed recovering.\nIn addition, the companies have benefited from sustained demand for COVID vaccines from countries around the world. On Monday,BioNTech said that it had received provision approvalof its vaccine from regulators in New Zealand. Over the weekend, the government of the Philippines announced a 40-million-dose agreement with BioNTech andPfizer(NYSE:PFE)for more vaccine doses as well.\nMore broadly, some health officials have started talking about the potential need for vaccine booster shots. It's uncertain at this point whether and how quickly antibody levels from initial vaccinations decline, and so it's entirely possible that even those who've already received vaccinations could need additional doses in the future. From a business standpoint, that would create even further demand for Moderna and BioNTech that could dramatically lengthen the expected flow of revenue stemming from COVID vaccines.\nWill existing vaccines be enough?\nThe biggest threat on the COVID front comes from the potential for the virus to mutate into more-dangerous variants. Already, theDelta varianthas proved to be more easily transmitted among infected patients and with more-severe health impacts. Future variants could prove even more problematic, and there's no guarantee that existing vaccines will provide protection against them all.\nFor the most part, both Moderna's and BioNTech's stock prices seem to reflect little expectation of success beyond the current COVID vaccine products. Yet if anything, COVID has proved that the broader-based investing thesis behind mRNA-based treatment development is sound. Both companies have plans for vaccines and other treatments for a wider variety of different medical conditions, and success anywhere on that front could provide the positive surprise investors need to gain confidence in the long-term futures of these stocks.\nIf you made the mistake of thinking that COVID vaccine stocks would be done once much of the U.S. population had been vaccinated, you aren't alone. But you might be surprised at how much staying power BioNTech and Moderna could have -- especially if a few things end up working out in their favor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129316188,"gmtCreate":1624358845344,"gmtModify":1703834293573,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586344416928957","idStr":"3586344416928957"},"themes":[],"htmlText":"I thikk no leh","listText":"I thikk no leh","text":"I thikk no leh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129316188","repostId":"1124495234","repostType":4,"repost":{"id":"1124495234","pubTimestamp":1624352353,"share":"https://ttm.financial/m/news/1124495234?lang=&edition=fundamental","pubTime":"2021-06-22 16:59","market":"us","language":"en","title":"The Fed Has Spoken: Stocks To Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1124495234","media":"seekingalpha","summary":"Summary\n\nThe Fed could begin raising rates sooner than 2023.\nHealthcare and utilities are climbing o","content":"<p><b>Summary</b></p>\n<ul>\n <li>The Fed could begin raising rates sooner than 2023.</li>\n <li>Healthcare and utilities are climbing our sector ranking.</li>\n <li>The top stocks in our universe today.</li>\n</ul>\n<p>As I wrote last week,inflation is here. Earlier this week, the Federal Reserve's Federal Open Market Committee made its most significant hawkish shift yet, accelerating its timeline for hiking the Federal Funds rate to 2023 from 2024 and setting the table to end asset repurchases as soon as this year.</p>\n<p>The Central Bank left little doubt government's one-two monetary and fiscal punch has reinvigorated economic activity. Exiting the meeting, bankers believe gross domestic product, or GDP, willgrow 7%this year, up from its 6.5% forecast in March, resulting in core inflation of 3%, up from its prior outlook for 2.2%.</p>\n<p>Historically, the Federal Reserve has a reputation for under estimating inflationary pressure, forcing it to act more quickly and aggressively than it originally signals. Whether this means the Fed is behind the inflationary curve now is anyone's guess, but if it is, then we may see an even more hawkish tone over the coming year.</p>\n<p>For now, the Federal Reserve's stance has sparked a tug-of-war between those arguing rate hikes are too far off in the future to worry of a slowdown and those believing the Fed's timeline is still too optimistic. The knee-jerk reaction to its announcement was to buy speculative stocks, including technology, and sell mid-cycle stocks, such as energy. Further confusing the matter, late-cycle baskets, including healthcare and utilities, made the biggest move up in our large-cap sector ranking this week (see below), suggesting we may be closer to an economic reckoning than originally thought.</p>\n<p><b>The best sectors today</b></p>\n<p>Weekly, we rank 1,600 institutional-quality stocks across seven factors. In short, our scoring system incorporates earnings growth, earnings beats, insider buying, short- and long-term money flows, days to cover held short, trends in valuation, and seasonality.</p>\n<p>Once stocks run our gauntlet, we aggregate individual scores by sector to gain insight into the best baskets to over- or under-weight.</p>\n<p>Previously, I've written abouttechnology's relative weaknessin our ranking. The sector still scores below our average universe score, despite catching bids earlier this week. It will be interesting to see if this week's buying spree continues, helping technology climb our ranking, especially since technology doesn't normally score below average for long. For now, staying industry and stock specific in technology still appears to be the best bet.</p>\n<p><img src=\"https://static.tigerbbs.com/5d6585be1d6bfa0b5a61dc98f0ca8c85\" tg-width=\"623\" tg-height=\"421\" referrerpolicy=\"no-referrer\"><i>Source: Top Stocks for Tomorrow.</i></p>\n<p>We also break out our sector scores by market cap every week.</p>\n<p>Often, sectors move up or down in our large-cap ranking sooner than they do in mid cap or small cap; giving investors an early signal of shifting tides. For this reason, paying close attention to the large cap ranking can pay off even if you invest in smaller companies.</p>\n<p>This week, both healthcare and utilities moved up in our large-cap ranking. The improvement could reflect growing clarity into the groups because of the Supreme Court's decision to keep the Affordable Care Act in place and energy strains in Texas, California, and elsewhere, respectively. Perhaps, the move up in these baskets, which are relatively inelastic to economic activity, signals the first Fed Funds rate hike will happen in 2022, not 2023, though.</p>\n<p>Overall, REITs, healthcare, energy, utilities, and financials are top rated in large cap, while technology, consumer goods, and basics score below average. In mid cap, energy, REITs, utilities, and consumer goods are best, while technology, industrials, basics, and healthcare are low scoring. The top small cap sectors are REITs, energy, financials, and services and the lowest-scoring baskets are healthcare, technology, and basics. Focusing on stocks in top-scoring sectors and staying selective in low-scoring sectors could be the best way to find alpha from here.</p>\n<p><img src=\"https://static.tigerbbs.com/440717f3f07f728c62361601e338f285\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\"><i>Source: Top Stocks for Tomorrow.</i></p>\n<p><b>The strongest scoring stocks to buy</b></p>\n<p>As I mentioned, we score stocks in our universe weekly, allowing us to rank them from best to worst by screening criteria, such as market cap and sector. For example, the following stock ideas come from our weekly report highlighting the highest-scoring stocks in our universe by sector, regardless of market cap.</p>\n<p>Over 200 stocks made the cut for this report, including the following nine stocks.</p>\n<p>First up, investors ought to think about pharmaceutical stocks given large-cap healthcare is improving in our sector work. Over 20 healthcare stocks made our best stocks list this week, including AbbVie(NYSE:ABBV)and Bristol-Myers Squibb (BMY).</p>\n<p>In the U.S., AbbVie faces-off against generic versions of its mega-blockbuster immunology drug, Humira, in 2023, but up-and-coming top sellers, including Rinvoq and Skyrizi, should helpinsulate it against a drop-off in sales. Botox also provides a nice revenue tailwind because aesthetics demand isalready above pre-COVID levelsthanks to post-vaccination doctor visits. Moonshot-style data is coming soon, too, with trial results in Alzheimer's anticipated this summer and pivotal results from Vraylar's major depressive disorder trials later this year. Finally, since it's paying down debt and still guiding for high single-digit sales growth from 2025 to 2029, despite Humira's loss of exclusivity, its 4.5% dividend appears to be on solid ground.</p>\n<p>Improving post-vaccination trends may make it time to watch Bristol-Myers, too. It's heavily exposed to cancer indications through it's top-selling Opdivo and Yervoy, and earlier this month, managementsaidCOVID-era, double-digit declines in new patient starts for oncology drugs improved to a 5% to 10% decline. If trends continue improving, then oncology drug demand could be back to a pre-COVID levels soon. Similarly, rebounding doctor visits also support sales of Bristol-Myers' Eliquis, a blockbuster oral anticoagulant used in cardiovascular disease.</p>\n<p>Outside of healthcare, energy stocks could make sense given increasing global GDP and inflation forecasts. Oil stocks sold off following the Fed's update last week, however, measured production growth should help keep per barrel prices high at E&amp;P companies, including Hess Corp (HES), while also providing demand tailwinds for services providers, including Oceaneering International (OII).</p>\n<p>Hess Corp'scollaborationoffshore Guyana with Exxon Mobil (XOM) gives it 30% exposure to over 9 billion barrels of oil equivalent in the Stabroek Block, and reserves are climbing thanks to new discoveries. Its breakeven cost in the play ranges from $25 to $35 per barrel of Brent Crude, so with current prices above $70, new production coming online could help boost earnings nicely over the next few years.</p>\n<p>Anoffshore energy projectsplayer, Oceaneering Int'l could see demand for its remotely-operated vehicles (ROVs), subsea project management, and manufactured products, such as umbilicals, increase nicely if offshore activity picks up because of higher per barrel prices. In Q1, ROV fleet utilization was just 53%, yet day rates improved 7% quarter over quarter, and for the full year, management expects fleet utilization to be in thehigh 50%range. With a project in Angola supported project management revenue this year, a potential uptick in book-to-bill for manufactured products, and increasing ROV utilization, it could still be early innings for the company's turnaround.</p>\n<p>There are plenty of ideas outside healthcare and energy, too. For example, nearly 50 technology stocks made our best list, despite the sector scoring below average in our sector ranking, including Microsoft (MSFT) and Shopify (SHOP), which benefit from increasing data in the cloud and e-commerce tailwinds, respectively. Amazon.com (AMZN) is also top-scoring, benefiting from growing e-commerce share of total retail sales and Prime Day, which could add over $10 billion in revenue this year, based on2020's performance.</p>\n<p>Our best list also includes a slate of services stocks, including Stitch Fix (SFIX) and Revolve Group (RVLV). As younger workers refresh wardrobes because post-vaccination, return to office trends, those companies could see a healthy uptake in sales.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Has Spoken: Stocks To Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Has Spoken: Stocks To Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 16:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435924-the-fed-has-spoken-stocks-to-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe Fed could begin raising rates sooner than 2023.\nHealthcare and utilities are climbing our sector ranking.\nThe top stocks in our universe today.\n\nAs I wrote last week,inflation is here. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435924-the-fed-has-spoken-stocks-to-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","SFIX":"Stitch Fix Inc.","XOM":"埃克森美孚","RVLV":"Revolve Group, LLC","SHOP":"Shopify Inc","AMZN":"亚马逊","HES":"赫斯","ABBV":"艾伯维公司","OII":"国际海洋工程","BMY":"施贵宝"},"source_url":"https://seekingalpha.com/article/4435924-the-fed-has-spoken-stocks-to-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1124495234","content_text":"Summary\n\nThe Fed could begin raising rates sooner than 2023.\nHealthcare and utilities are climbing our sector ranking.\nThe top stocks in our universe today.\n\nAs I wrote last week,inflation is here. Earlier this week, the Federal Reserve's Federal Open Market Committee made its most significant hawkish shift yet, accelerating its timeline for hiking the Federal Funds rate to 2023 from 2024 and setting the table to end asset repurchases as soon as this year.\nThe Central Bank left little doubt government's one-two monetary and fiscal punch has reinvigorated economic activity. Exiting the meeting, bankers believe gross domestic product, or GDP, willgrow 7%this year, up from its 6.5% forecast in March, resulting in core inflation of 3%, up from its prior outlook for 2.2%.\nHistorically, the Federal Reserve has a reputation for under estimating inflationary pressure, forcing it to act more quickly and aggressively than it originally signals. Whether this means the Fed is behind the inflationary curve now is anyone's guess, but if it is, then we may see an even more hawkish tone over the coming year.\nFor now, the Federal Reserve's stance has sparked a tug-of-war between those arguing rate hikes are too far off in the future to worry of a slowdown and those believing the Fed's timeline is still too optimistic. The knee-jerk reaction to its announcement was to buy speculative stocks, including technology, and sell mid-cycle stocks, such as energy. Further confusing the matter, late-cycle baskets, including healthcare and utilities, made the biggest move up in our large-cap sector ranking this week (see below), suggesting we may be closer to an economic reckoning than originally thought.\nThe best sectors today\nWeekly, we rank 1,600 institutional-quality stocks across seven factors. In short, our scoring system incorporates earnings growth, earnings beats, insider buying, short- and long-term money flows, days to cover held short, trends in valuation, and seasonality.\nOnce stocks run our gauntlet, we aggregate individual scores by sector to gain insight into the best baskets to over- or under-weight.\nPreviously, I've written abouttechnology's relative weaknessin our ranking. The sector still scores below our average universe score, despite catching bids earlier this week. It will be interesting to see if this week's buying spree continues, helping technology climb our ranking, especially since technology doesn't normally score below average for long. For now, staying industry and stock specific in technology still appears to be the best bet.\nSource: Top Stocks for Tomorrow.\nWe also break out our sector scores by market cap every week.\nOften, sectors move up or down in our large-cap ranking sooner than they do in mid cap or small cap; giving investors an early signal of shifting tides. For this reason, paying close attention to the large cap ranking can pay off even if you invest in smaller companies.\nThis week, both healthcare and utilities moved up in our large-cap ranking. The improvement could reflect growing clarity into the groups because of the Supreme Court's decision to keep the Affordable Care Act in place and energy strains in Texas, California, and elsewhere, respectively. Perhaps, the move up in these baskets, which are relatively inelastic to economic activity, signals the first Fed Funds rate hike will happen in 2022, not 2023, though.\nOverall, REITs, healthcare, energy, utilities, and financials are top rated in large cap, while technology, consumer goods, and basics score below average. In mid cap, energy, REITs, utilities, and consumer goods are best, while technology, industrials, basics, and healthcare are low scoring. The top small cap sectors are REITs, energy, financials, and services and the lowest-scoring baskets are healthcare, technology, and basics. Focusing on stocks in top-scoring sectors and staying selective in low-scoring sectors could be the best way to find alpha from here.\nSource: Top Stocks for Tomorrow.\nThe strongest scoring stocks to buy\nAs I mentioned, we score stocks in our universe weekly, allowing us to rank them from best to worst by screening criteria, such as market cap and sector. For example, the following stock ideas come from our weekly report highlighting the highest-scoring stocks in our universe by sector, regardless of market cap.\nOver 200 stocks made the cut for this report, including the following nine stocks.\nFirst up, investors ought to think about pharmaceutical stocks given large-cap healthcare is improving in our sector work. Over 20 healthcare stocks made our best stocks list this week, including AbbVie(NYSE:ABBV)and Bristol-Myers Squibb (BMY).\nIn the U.S., AbbVie faces-off against generic versions of its mega-blockbuster immunology drug, Humira, in 2023, but up-and-coming top sellers, including Rinvoq and Skyrizi, should helpinsulate it against a drop-off in sales. Botox also provides a nice revenue tailwind because aesthetics demand isalready above pre-COVID levelsthanks to post-vaccination doctor visits. Moonshot-style data is coming soon, too, with trial results in Alzheimer's anticipated this summer and pivotal results from Vraylar's major depressive disorder trials later this year. Finally, since it's paying down debt and still guiding for high single-digit sales growth from 2025 to 2029, despite Humira's loss of exclusivity, its 4.5% dividend appears to be on solid ground.\nImproving post-vaccination trends may make it time to watch Bristol-Myers, too. It's heavily exposed to cancer indications through it's top-selling Opdivo and Yervoy, and earlier this month, managementsaidCOVID-era, double-digit declines in new patient starts for oncology drugs improved to a 5% to 10% decline. If trends continue improving, then oncology drug demand could be back to a pre-COVID levels soon. Similarly, rebounding doctor visits also support sales of Bristol-Myers' Eliquis, a blockbuster oral anticoagulant used in cardiovascular disease.\nOutside of healthcare, energy stocks could make sense given increasing global GDP and inflation forecasts. Oil stocks sold off following the Fed's update last week, however, measured production growth should help keep per barrel prices high at E&P companies, including Hess Corp (HES), while also providing demand tailwinds for services providers, including Oceaneering International (OII).\nHess Corp'scollaborationoffshore Guyana with Exxon Mobil (XOM) gives it 30% exposure to over 9 billion barrels of oil equivalent in the Stabroek Block, and reserves are climbing thanks to new discoveries. Its breakeven cost in the play ranges from $25 to $35 per barrel of Brent Crude, so with current prices above $70, new production coming online could help boost earnings nicely over the next few years.\nAnoffshore energy projectsplayer, Oceaneering Int'l could see demand for its remotely-operated vehicles (ROVs), subsea project management, and manufactured products, such as umbilicals, increase nicely if offshore activity picks up because of higher per barrel prices. In Q1, ROV fleet utilization was just 53%, yet day rates improved 7% quarter over quarter, and for the full year, management expects fleet utilization to be in thehigh 50%range. With a project in Angola supported project management revenue this year, a potential uptick in book-to-bill for manufactured products, and increasing ROV utilization, it could still be early innings for the company's turnaround.\nThere are plenty of ideas outside healthcare and energy, too. For example, nearly 50 technology stocks made our best list, despite the sector scoring below average in our sector ranking, including Microsoft (MSFT) and Shopify (SHOP), which benefit from increasing data in the cloud and e-commerce tailwinds, respectively. Amazon.com (AMZN) is also top-scoring, benefiting from growing e-commerce share of total retail sales and Prime Day, which could add over $10 billion in revenue this year, based on2020's performance.\nOur best list also includes a slate of services stocks, including Stitch Fix (SFIX) and Revolve Group (RVLV). As younger workers refresh wardrobes because post-vaccination, return to office trends, those companies could see a healthy uptake in sales.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129318394,"gmtCreate":1624358784918,"gmtModify":1703834292604,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586344416928957","idStr":"3586344416928957"},"themes":[],"htmlText":"Xrp to the moon","listText":"Xrp to the moon","text":"Xrp to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129318394","repostId":"1186919064","repostType":4,"repost":{"id":"1186919064","pubTimestamp":1624352931,"share":"https://ttm.financial/m/news/1186919064?lang=&edition=fundamental","pubTime":"2021-06-22 17:08","market":"us","language":"en","title":"Will Disney Stock Split This Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1186919064","media":"seekingalpha","summary":"Disney's stock split history is reviewed for the possibility of a repeat this year.Its financials and cash flows are negatively impacted by the pandemic but analysts are projecting a strong recovery in the next few years.The Walt Disney Company could consider another stock split to \"get more people in the stock.\". Readers may come across different answers to the question in the header depending on the sources. According to YCharts, The Walt Disney Company  has had nine stock splits, three betwee","content":"<p><b>Summary</b></p>\n<ul>\n <li>Disney's stock split history is reviewed for the possibility of a repeat this year.</li>\n <li>Its financials and cash flows are negatively impacted by the pandemic but analysts are projecting a strong recovery in the next few years.</li>\n <li>If the consensus estimates come true, the share price of DIS has much room to head north in line with the EPS growth.</li>\n <li>The Walt Disney Company could consider another stock split to \"get more people in the stock.\"</li>\n</ul>\n<p><b>Has Disney Stock Ever Split?</b></p>\n<p>Readers may come across different answers to the question in the header depending on the sources. According to YCharts, The Walt Disney Company (DIS) has had nine stock splits, three between 1985 and 2000, and six prior to 1980.</p>\n<p><img src=\"https://static.tigerbbs.com/fd38f0d03c0480c1f6728aa9e8dd5cfb\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>On the other hand,<i>Stock Split History</i>and<i>Yahoo Finance</i>both reflect eight stock splits in Disney's history. However, the exercises in 1962 and 2007 seem more like bonus issues than stock splits. The first \"split\" for DIS stock was dated December 18, 1962. This was a 103 for 100 split, meaning that a shareholder with 100 shares of DIS pre-split will subsequently own 103 shares.</p>\n<p><img src=\"https://static.tigerbbs.com/98283a2c39510a381b9f91cdc416f6f8\" tg-width=\"274\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:StockSplitHistory.com</i></p>\n<p>As with all corporate matters, investors should refer to the official announcements to be sure. From Walt Disney's website under the Investor Relations section, the company provided a neat table under the Frequently Asked Questions [FAQs]. The table showed only seven past stock splits that happened between 1956 and 1998. This meant that DIS stock has not split for over two decades. Also, it shows that Walt Disney does not consider the 103 shares for 100 shares and 1,014 shares for 1,000 shares as stock splits.</p>\n<p><img src=\"https://static.tigerbbs.com/a398b378fd1cb185e5fe95cbaf2513d7\" tg-width=\"640\" tg-height=\"232\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: The Walt Disney Company</i></p>\n<p><b>Is Disney Stock Going To Split Again?</b></p>\n<p>Tesla (TSLA) and Nvidia (NVDA) were among the prominent few companies that underwent stock splits recently. When Tesla announced itsfirst-ever stock spliton August 11 last year, the stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.</p>\n<p>Nvidia announced in May that its decision to do afour-for-one stock splitwas approved by the board. Its shares were trading above $500 before the announcement and are priced around $750 currently. Nvidia justified the proposed stock split as enabling its shares to become \"more accessible to investors and employees.\"</p>\n<p>The share price of Disney is currently around $172. It hit a high of $203.02 on March 8, 2021. Even at the peak, the share price was a fraction of what TSLA and NVDA were trading at prior to their stock split announcements. As such, is there an impetus for Disney?</p>\n<p>Well, the last time Disney had a stock split was July 9, 1998, and the pre-split share price was only $111. Apart from one stock split in 1973, the last six stock splits were done when its share price was below $200. A quote often attributed to Mark Twain goes: \"History doesn't repeat itself, but it often rhymes.\" It is probably timely to consider Disney could conduct a fresh stock split as its stock heads back towards $200.</p>\n<p>Disney's Valuation And Prospects Support A Stock Split</p>\n<p>The Walt Disney Company appeared to be heading for disaster when the COVID-19 pandemic struck last year. Its Disneyland theme parks and hotels around the world had to be shut for extended periods. Its cruise line and retail stores had to close for business as well. Its movies couldn't be shown as theaters were shut while film and TV productions had to be halted too.</p>\n<p>The challenges that the House of the Mouse faced were unprecedented. In the second fiscal quarter of 2020, its adjusted EPS fell to $0.60 a share from $1.61 a year earlier primarily due to the suspended operations.</p>\n<p>The management took proactive steps during the second quarter of 2020 to enhance Disney's liquidity position by issuing $6 billion of term debt. A week after the quarter ended, it issued another $925 million in term debt. In terms of net financial debt, however, Disney managed to hold steady and did not exceed the peak of above $50 billion following the addition of debt load to its balance sheet from the 21st Century Fox acquisition in 2019.</p>\n<p><img src=\"https://static.tigerbbs.com/cbd5da32f627c04144c275782ef135e7\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p>\n<p>Although Disney's debt level remains elevated at 28 percent, its debt-to-assets remained close to its five-year average at around 25 percent. It is also comparatively lower than its industry peers. ViacomCBS (VIAC)(VIACA) has a debt-to-assets of 32.5 percent while Comcast (CMCSA) has a debt-to-assets of 37.2 percent. Netflix (NFLX) doesn't own any attraction parks but it has the highest debt-to-assets of 38.8 percent.</p>\n<p><img src=\"https://static.tigerbbs.com/7ff01b9033cebf8c5e4fb15976c0d266\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p>\n<p>Looking at the debt-to-equity ratio, The Walt Disney Company is also the lowest among its peers. This suggests that Disney's capital structure could be conservative in its approach to debt relative to the industry.</p>\n<p><img src=\"https://static.tigerbbs.com/c53bbfa821e92f67b05ae6c4a418bad0\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p>\n<p>However, dividend investors may have been disappointed with the decision of Disney's Board to forego the payment of dividends last year. Its last payment of $0.88 per share was on January 16, 2020, for those who had the shares on the record date of December 16, 2019.</p>\n<p><img src=\"https://static.tigerbbs.com/86b599e7a38c7af0abe617f3e95e54a5\" tg-width=\"640\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p>\n<p>Bob Chapek, the Chief Executive Officer of Disney, said during the Credit Suisse 23rd Annual Communications Conference held on June 14 that the Board of Directors is prioritizing thefunding of its Direct-to-Consumer[DTC] business. He added that dividends will be \"a part of our long-term capital allocation strategy, for sure.\"</p>\n<p>Chapek also revealed what the board is considering:</p>\n<blockquote>\n \"...they'll take into account what they’ve taken into account in the past, which is, what's our strategic investment outlook, where our alternative uses of capital and what are those priorities? What our financial leverage look like coming out of COVID? What the operating environment look like in terms of the release of restrictions that we've got that might constrain our business going forward, or at least give us some time to actually ramp back up to full operating mode, if you will? And what's really just the overall recovery of our businesses across the entire enterprise?\"\n</blockquote>\n<p>For now, Disney's financials are constrained. Its free cash flow is at a depressed level historically, primarily due to the weak cash from operations which in turn is due to the low revenue. The cash from operations on a trailing-twelve-month basis is at a multi-year low of $4.3 billion. Its new star division, Disney+, is unable to singlehandedly lift the company from its pandemic-impacted operations.</p>\n<p><img src=\"https://static.tigerbbs.com/501540384c7735541ed0eeb33116a073\" tg-width=\"640\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Nevertheless, Wall Street analysts are not perturbed by the short-term difficulties faced by Disney. The consensus EPS estimate for the fiscal period ending September 2025 is $8.72, implying a sub-20 times forward P/E, a sharp drop from the one-year forward P/E of 72 times. It's thus likely that the share price would rise to bring the P/E ratio above the \"bargain\" sub-20 times level, increasing the justification for a stock split.</p>\n<p><img src=\"https://static.tigerbbs.com/f33bdfa14f2e1f94d872349194cef3d1\" tg-width=\"640\" tg-height=\"281\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: Seeking Alpha Premium</i></p>\n<p><b>Additional Justifications For A DIS Stock Split</b></p>\n<p>Given that one of the reasons for doing a stock split is to bring the share price much lower than the current level, double-digit pricing certainly fits the bill. A rhetorical repeat of a 3:1 stock split would bring the share price of Disney to around $57, making it look affordable psychologically, even though it is meaningless from the valuation angle.</p>\n<p>On the other hand, it appears that Disney prefers the prestige of a larger share price, given that it has long resisted a stock split (the last one being over 20 years ago). The management of Disney might regard DIS stock's elevated share price as a reflection of its achievements, especially considering the challenges during the pandemic. A stock split bringing the share price substantially lower has the reverse effect, making the company look less accomplished compared to, say, Amazon.com, Inc. (AMZN) with its quadruple-digit share price.</p>\n<p>At the same time, while we recognize that calling a stock \"expensive\" based on the absolute price might sound silly, it is not uncommon to come across comments lamenting that tickers with share prices in the high triple-digits are \"expensive\" and those with single-digit share prices are \"bargains\".</p>\n<p>Given the option of purchasing partial shares provided by certain brokerages, the impetus to do a split is further diminished. However, judging from the cryptocurrency market, the notion that the price levels do have an effect on investors' mentality shouldn't be dismissed. For instance, the much lower-priced Dogecoin (DOGE-USD) appears to be more favored whether by short-term traders or longer-term investors compared to Bitcoin (BTC-USD).</p>\n<p><img src=\"https://static.tigerbbs.com/efb4b1d5343c9d189af17f7d9d72de30\" tg-width=\"640\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p>\n<p>Another oft-mentioned reason that companies do stock split is to improve their chances to enter the Dow Jones Industrial Average, one of the oldest and the most commonly followed equity indices. This is because the Dow is a price-weighted measurement stock market index and a high-priced component would skew the index.</p>\n<p>However, The Walt Disney Company is already a Dow component since May 6, 1991. Hence, this would not be a motivation. Nevertheless, those who trade options may welcome a stock split as it makes the option contracts more affordable.</p>\n<p>Whether a DIS stock split would happen this year is another big question. Fundamentally as I discussed earlier, it's a matter of time investors regain confidence in Disney's growth potential. Chart-wise, however, doesn't look good for Disney stock. Its gap in December last year has yet to be filled.</p>\n<p>At the same time, there appears to be a tail-end formation of a head-and-shoulder pattern, a bearish sign. Investors may wish to consider the mentioned factors instead of just looking at a potential jump should Disney announce a stock split.</p>\n<p><img src=\"https://static.tigerbbs.com/eee7ab6b1236c4ed57d19afc78319174\" tg-width=\"640\" tg-height=\"247\"><i>Source: Yahoo Finance</i></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Disney Stock Split This Year?</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\">\nWill Disney Stock Split This Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 17:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435877-will-disney-stock-split><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDisney's stock split history is reviewed for the possibility of a repeat this year.\nIts financials and cash flows are negatively impacted by the pandemic but analysts are projecting a strong ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435877-will-disney-stock-split\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4435877-will-disney-stock-split","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1186919064","content_text":"Summary\n\nDisney's stock split history is reviewed for the possibility of a repeat this year.\nIts financials and cash flows are negatively impacted by the pandemic but analysts are projecting a strong recovery in the next few years.\nIf the consensus estimates come true, the share price of DIS has much room to head north in line with the EPS growth.\nThe Walt Disney Company could consider another stock split to \"get more people in the stock.\"\n\nHas Disney Stock Ever Split?\nReaders may come across different answers to the question in the header depending on the sources. According to YCharts, The Walt Disney Company (DIS) has had nine stock splits, three between 1985 and 2000, and six prior to 1980.\n\nOn the other hand,Stock Split HistoryandYahoo Financeboth reflect eight stock splits in Disney's history. However, the exercises in 1962 and 2007 seem more like bonus issues than stock splits. The first \"split\" for DIS stock was dated December 18, 1962. This was a 103 for 100 split, meaning that a shareholder with 100 shares of DIS pre-split will subsequently own 103 shares.\n\nSource:StockSplitHistory.com\nAs with all corporate matters, investors should refer to the official announcements to be sure. From Walt Disney's website under the Investor Relations section, the company provided a neat table under the Frequently Asked Questions [FAQs]. The table showed only seven past stock splits that happened between 1956 and 1998. This meant that DIS stock has not split for over two decades. Also, it shows that Walt Disney does not consider the 103 shares for 100 shares and 1,014 shares for 1,000 shares as stock splits.\n\nSource: The Walt Disney Company\nIs Disney Stock Going To Split Again?\nTesla (TSLA) and Nvidia (NVDA) were among the prominent few companies that underwent stock splits recently. When Tesla announced itsfirst-ever stock spliton August 11 last year, the stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.\nNvidia announced in May that its decision to do afour-for-one stock splitwas approved by the board. Its shares were trading above $500 before the announcement and are priced around $750 currently. Nvidia justified the proposed stock split as enabling its shares to become \"more accessible to investors and employees.\"\nThe share price of Disney is currently around $172. It hit a high of $203.02 on March 8, 2021. Even at the peak, the share price was a fraction of what TSLA and NVDA were trading at prior to their stock split announcements. As such, is there an impetus for Disney?\nWell, the last time Disney had a stock split was July 9, 1998, and the pre-split share price was only $111. Apart from one stock split in 1973, the last six stock splits were done when its share price was below $200. A quote often attributed to Mark Twain goes: \"History doesn't repeat itself, but it often rhymes.\" It is probably timely to consider Disney could conduct a fresh stock split as its stock heads back towards $200.\nDisney's Valuation And Prospects Support A Stock Split\nThe Walt Disney Company appeared to be heading for disaster when the COVID-19 pandemic struck last year. Its Disneyland theme parks and hotels around the world had to be shut for extended periods. Its cruise line and retail stores had to close for business as well. Its movies couldn't be shown as theaters were shut while film and TV productions had to be halted too.\nThe challenges that the House of the Mouse faced were unprecedented. In the second fiscal quarter of 2020, its adjusted EPS fell to $0.60 a share from $1.61 a year earlier primarily due to the suspended operations.\nThe management took proactive steps during the second quarter of 2020 to enhance Disney's liquidity position by issuing $6 billion of term debt. A week after the quarter ended, it issued another $925 million in term debt. In terms of net financial debt, however, Disney managed to hold steady and did not exceed the peak of above $50 billion following the addition of debt load to its balance sheet from the 21st Century Fox acquisition in 2019.\n\nAlthough Disney's debt level remains elevated at 28 percent, its debt-to-assets remained close to its five-year average at around 25 percent. It is also comparatively lower than its industry peers. ViacomCBS (VIAC)(VIACA) has a debt-to-assets of 32.5 percent while Comcast (CMCSA) has a debt-to-assets of 37.2 percent. Netflix (NFLX) doesn't own any attraction parks but it has the highest debt-to-assets of 38.8 percent.\n\nLooking at the debt-to-equity ratio, The Walt Disney Company is also the lowest among its peers. This suggests that Disney's capital structure could be conservative in its approach to debt relative to the industry.\n\nHowever, dividend investors may have been disappointed with the decision of Disney's Board to forego the payment of dividends last year. Its last payment of $0.88 per share was on January 16, 2020, for those who had the shares on the record date of December 16, 2019.\n\nBob Chapek, the Chief Executive Officer of Disney, said during the Credit Suisse 23rd Annual Communications Conference held on June 14 that the Board of Directors is prioritizing thefunding of its Direct-to-Consumer[DTC] business. He added that dividends will be \"a part of our long-term capital allocation strategy, for sure.\"\nChapek also revealed what the board is considering:\n\n \"...they'll take into account what they’ve taken into account in the past, which is, what's our strategic investment outlook, where our alternative uses of capital and what are those priorities? What our financial leverage look like coming out of COVID? What the operating environment look like in terms of the release of restrictions that we've got that might constrain our business going forward, or at least give us some time to actually ramp back up to full operating mode, if you will? And what's really just the overall recovery of our businesses across the entire enterprise?\"\n\nFor now, Disney's financials are constrained. Its free cash flow is at a depressed level historically, primarily due to the weak cash from operations which in turn is due to the low revenue. The cash from operations on a trailing-twelve-month basis is at a multi-year low of $4.3 billion. Its new star division, Disney+, is unable to singlehandedly lift the company from its pandemic-impacted operations.\n\nNevertheless, Wall Street analysts are not perturbed by the short-term difficulties faced by Disney. The consensus EPS estimate for the fiscal period ending September 2025 is $8.72, implying a sub-20 times forward P/E, a sharp drop from the one-year forward P/E of 72 times. It's thus likely that the share price would rise to bring the P/E ratio above the \"bargain\" sub-20 times level, increasing the justification for a stock split.\n\nSource: Seeking Alpha Premium\nAdditional Justifications For A DIS Stock Split\nGiven that one of the reasons for doing a stock split is to bring the share price much lower than the current level, double-digit pricing certainly fits the bill. A rhetorical repeat of a 3:1 stock split would bring the share price of Disney to around $57, making it look affordable psychologically, even though it is meaningless from the valuation angle.\nOn the other hand, it appears that Disney prefers the prestige of a larger share price, given that it has long resisted a stock split (the last one being over 20 years ago). The management of Disney might regard DIS stock's elevated share price as a reflection of its achievements, especially considering the challenges during the pandemic. A stock split bringing the share price substantially lower has the reverse effect, making the company look less accomplished compared to, say, Amazon.com, Inc. (AMZN) with its quadruple-digit share price.\nAt the same time, while we recognize that calling a stock \"expensive\" based on the absolute price might sound silly, it is not uncommon to come across comments lamenting that tickers with share prices in the high triple-digits are \"expensive\" and those with single-digit share prices are \"bargains\".\nGiven the option of purchasing partial shares provided by certain brokerages, the impetus to do a split is further diminished. However, judging from the cryptocurrency market, the notion that the price levels do have an effect on investors' mentality shouldn't be dismissed. For instance, the much lower-priced Dogecoin (DOGE-USD) appears to be more favored whether by short-term traders or longer-term investors compared to Bitcoin (BTC-USD).\n\nAnother oft-mentioned reason that companies do stock split is to improve their chances to enter the Dow Jones Industrial Average, one of the oldest and the most commonly followed equity indices. This is because the Dow is a price-weighted measurement stock market index and a high-priced component would skew the index.\nHowever, The Walt Disney Company is already a Dow component since May 6, 1991. Hence, this would not be a motivation. Nevertheless, those who trade options may welcome a stock split as it makes the option contracts more affordable.\nWhether a DIS stock split would happen this year is another big question. Fundamentally as I discussed earlier, it's a matter of time investors regain confidence in Disney's growth potential. Chart-wise, however, doesn't look good for Disney stock. Its gap in December last year has yet to be filled.\nAt the same time, there appears to be a tail-end formation of a head-and-shoulder pattern, a bearish sign. Investors may wish to consider the mentioned factors instead of just looking at a potential jump should Disney announce a stock split.\nSource: Yahoo Finance","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129313243,"gmtCreate":1624358668682,"gmtModify":1703834291955,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586344416928957","idStr":"3586344416928957"},"themes":[],"htmlText":"Lklpx","listText":"Lklpx","text":"Lklpx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129313243","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&amp;A) have fed the company's coffers nicely. Financing remains relatively easy to get, and that could spur more M&amp;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&nbsp;&nbsp;&nbsp;<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":{"GS":"高盛","AAPL":"苹果","03086":"华夏纳指","UNH":"联合健康","09086":"华夏纳指-U"},"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":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129319496,"gmtCreate":1624358602515,"gmtModify":1703834288558,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586344416928957","idStr":"3586344416928957"},"themes":[],"htmlText":"Hi! I truly xrp to the moon and i am allIn what about you?","listText":"Hi! I truly xrp to the moon and i am allIn what about you?","text":"Hi! I truly xrp to the moon and i am allIn what about you?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129319496","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":129380233,"gmtCreate":1624359259622,"gmtModify":1703834301199,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586344416928957","authorIdStr":"3586344416928957"},"themes":[],"htmlText":"Fake","listText":"Fake","text":"Fake","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129380233","repostId":"1177499959","repostType":4,"repost":{"id":"1177499959","pubTimestamp":1624344919,"share":"https://ttm.financial/m/news/1177499959?lang=&edition=fundamental","pubTime":"2021-06-22 14:55","market":"us","language":"en","title":"Forget Everything You Know: Morgan Stanley Reveals The Only Metric That Determines What The Market Will Do Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1177499959","media":"zerohedge","summary":"Traders of a certain age may recall that back in 2013, around the time the Fed's \"Taper Tantrum\" spa","content":"<p>Traders of a certain age may recall that back in 2013, around the time the Fed's \"Taper Tantrum\" sparked a surge in yields and led to a risk asset selloff, a big (if entirely artificial) debate emerged within financial media, where the Fed muppets and their media puppets would argue that \"tapering is not tightening\" while anyone with half a brain realized knew that this was total BS.</p>\n<p>Fast forward to today when Morgan Stanley's Michael Wilson opens up an old wound for clueless Fed apologists, saying in his latest Weekly Warm Up note that \"Tapering<i><b>is</b></i>Tightening\"... but then adds that contrary to the market's shocked reaction to last week's Fed meeting, tightening actually began months ago.</p>\n<p>Elaborating on this point, Wilson - who several months ago turned into Wall Street's most bearish strategist (again)-&nbsp; writes this morning that while the Fed's pivot to \"begin\" the tightening discussion caught most by surprise, in reality markets began discounting this inevitable process months ago as price action had indicated. It's exactly this discounting of the coming tightening, that is what Michael Wilson's mid-cycle transition is all about, and as the strategist adds, \"<b>fits nicely with our narrative for choppier equity markets and a 10-20% correction for the broader indices this year.\"</b></p>\n<p>Or to paraphrase Lester Burnham,<b>\"it's all downhill from here\"...</b>and as Wilson predicts, that won't change until M2 growth is done decelerating; or in other words, until the Fed unleashes another liquidity burst into the system \"<b><i>the transition is incomplete.\"</i></b></p>\n<p>Highlights aside, Wilson then elaborates on each point, noting that while last week's Fed meeting brought more uncertainty to markets one thing is becoming more obvious:<b>\"we are on the other side of the mountain with respect to monetary accommodation for this cycle.</b>\"</p>\n<p>Furthermore, having repeatedlywarned that the US is now mid-cycle...</p>\n<p><img src=\"https://static.tigerbbs.com/d95f296e4d1300cd3c95485a2333d270\" tg-width=\"906\" tg-height=\"571\" referrerpolicy=\"no-referrer\">... Wilson then takes a victory lap writing that what the Fed is doing is \"classic mid cycle transition behavior so investors really shouldn't be too surprised that the Fed would try to begin the long process of tightening.\"</p>\n<blockquote>\n After all, the US economy is booming and expected to grow close to 10 percent this year in nominal terms, a feat last witnessed in 1984. Meanwhile, no matter what one's view is on inflation being transient or not, prices are up significantly and likely higher than what the Fed, or most others were expecting 6 months ago. In other words, the facts and data have changed; therefore, so should Fed policy.\n</blockquote>\n<p>Nevertheless, as discussed here extensively, markets reacted as if this was a complete shock with both bonds and stocks trading as if the Fed had hiked rates already (instead of leaving over $2TN in QE still on deck) after the Fed meeting. Starting with bonds, both nominal 10 year yields and breakevens fell significantly. However, breakevens fell more leaving 10 year real rates higher by almost 20 bps Wednesday afternoon.</p>\n<p>While real rates did settle back a bit on Thursday and Friday, they have formed what appears to be a very solid base from which they are likely to rise as the economy continues to recover and the Fed appropriately pivots. In Wilson's view, \"<b>this looks very similar to 2013, the year after Peak Fed. Back then, Peak Fed was QE3 which was announced on September 12, 2012. This time Peak Fed was the announcement of Average Inflation Targeting last summer.\"</b></p>\n<p><img src=\"https://static.tigerbbs.com/670f9e23e34953726583276c32a7b3f9\" tg-width=\"843\" tg-height=\"445\"></p>\n<p>That said, there is one notable difference between the taper tantrum and today: in 2013 \"tapering\" QE was a novel concept to markets and it came more abruptly with Bernanke's surprise mention during his congressional testimony on May 22, 2013.<b>This time, the markets understand what tapering is and see its arrival as inevitable as the economy recovers.</b>Therefore, while the path higher for real rates is unlikely to be as dramatic as witnessed in 2013, it is still likely to be higher from here and that is a change that will affect all risk markets, including equities, in Morgan Stanley's view.</p>\n<p>Wilson makes one final observation from the chart above, which is how real rates moved substantially<b>before</b>Bernanke's testimony in May 2013, prompting Wilson to notes that \"<i>perhaps it wasn't as much of a surprise as believed, at least to markets. We think it's the same situation today.\"</i></p>\n<blockquote>\n In our view, the data has been so strong, it would be naive not to think the Fed wasn't moving closer to tapering over the past several months. In fact, the idea that the Fed hasn't been thinking and/or talking about it seems absurd. Surely the market understands this, making the events of the past week not so much of a surprise. It's all part of the mid cycle transition that has been ongoing for months and fits with the choppier price action and unstable market leadership we have been witnessing.\n</blockquote>\n<p>The underperformance of early cycle stocks is another classic signal the market \"gets it.\" Nevertheless, in talking with clients the past few days, this view is still out of consensus. Most haven't been ready for tighter monetary policy, nor did they think it's something they needed to worry about, until now.</p>\n<p>Wrapping up the Fed \"surprise\" part of his note, Wilson writes that contrary to the FOMC shock,<b>monetary tightening actually began months ago if one is looking at the right metric, which to the top Morgan Stanley equity strategist - who emerges as yet another closet Austrian - is</b><b><u>money supply growth</u></b><b>:</b></p>\n<blockquote>\n <i>In a world where all of the major developed market central banks are stuck at the zero bound, or lower,</i>\n <i><b>the primary metric that determines if monetary policy is getting more or less accommodative is Money Supply Growth.</b></i>\n</blockquote>\n<p>Realizing that to most Keynesian this will be a controversial statement to say the least, Wilson digs in and says that \"it's absolutely the case and financial markets seem to agree.\"&nbsp; He explains:</p>\n<blockquote>\n <i>When money supply is accelerating, the more speculative / riskier assets tend to outperform and when it's decelerating these assets have more trouble. As noted here several times over the past few months, the Fed's balance sheet (M1) growth peaked in mid February and that coincided with a top in many of the most expensive/speculative stocks in the equity market just like the acceleration in the Fed's balance sheet in the prior 12 months contributed to their spectacular performance. Interestingly, the recently flattening out of the growth in M1 has coincided with more stability in these stocks, although they remain well below prior highs (Exhibit 2).</i>\n</blockquote>\n<p>And visually:</p>\n<p><img src=\"https://static.tigerbbs.com/392b34be32740b00458d59adb2bb80a6\" tg-width=\"852\" tg-height=\"486\"></p>\n<p>But wait there's more, and also an explanation why the Fed has made it virtually impossible to track the weekly change in M2 (the aggregate is now updated only monthly).</p>\n<p>Taking Wilson's argument a step further,<b>M2 growth might be even more important to monitor than M1 because that's the net liquidity available to the economy</b><b><i>and</i></b><b>markets.</b>On that front, the deceleration also began at the end of February<b>but has not yet flattened out and appears to have much further to fall to a&nbsp; more \"normal\" level of annual growth</b>— i.e., 7-8%</p>\n<p><img src=\"https://static.tigerbbs.com/dd5f46571e7e27f9c00fed0a2d310a3c\" tg-width=\"610\" tg-height=\"376\"></p>\n<p>More ominously, this also suggests<b>liquidity is likely to tighten further from here whether the Fed's begins tapering later this year or next.</b></p>\n<p>Finally, when we look at M2 data on a global basis, we get the same picture.</p>\n<p><img src=\"https://static.tigerbbs.com/c77fa806a6775bc562b18346590d26c9\" tg-width=\"613\" tg-height=\"376\"></p>\n<p>Wilson concludes that even ahead of last week's \"shock\" FOMC, the market had already started to de-rate lower into a mid-cycle transition as Fed balance sheet growth has materially slowed. Meanwhile, M2 is slowing just as rapidly and has further to fall, especially when the Fed begins to taper later this year or early next. Finally, global money supply growth is also slowing from elevated levels and every major region is contributing.</p>\n<p>This to Wilson<b>\"looks reminiscent of 2014 and 2018 when markets went through a rolling correction of risky assets\"</b>and he thinks 2021 will prove to be similar in that regard with the highest beta regions falling first (Kospi, China, Japan) and ending with the most defensive (US).</p>\n<p>Putting it all together, the MS strategist writes that \"tapering is tightening but the tightening process began with the rate of change in money supply growth. The good news is that<b>the market already knows it.</b>The bad news is that<b>a majority of investors seem to be just catching on with the Fed's \"surprise\" announcement this past week.</b>This means asset prices are far from done correcting as witnessed with the more cyclical, reflationary assets taking their turn the past few weeks.\"</p>\n<p>And while we completely agree with Wilson's newly discovered Austrian view of markets - funny how on a long enough timeline everyone turns Austrian - the real question is what will catalyze the next M2 boosting cycle, how high will it push stocks, and will the Fed be forced to come out and start buying equities this time after having nationalized the bond market back in 2020.</p>\n<p>We expect that the answer will be revealed after the next 20% drop at which point all of the Fed's hawkishness will evaporate, and Powell (or his replacement Kashkari) will shift to an uber dovish mode as they prepare to unleash the final and biggest asset bubble of all...</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Everything You Know: Morgan Stanley Reveals The Only Metric That Determines What The Market Will Do Next</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\">\nForget Everything You Know: Morgan Stanley Reveals The Only Metric That Determines What The Market Will Do Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 14:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/forget-everything-you-know-morgan-stanley-reveals-only-metric-determines-what-market-will><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders of a certain age may recall that back in 2013, around the time the Fed's \"Taper Tantrum\" sparked a surge in yields and led to a risk asset selloff, a big (if entirely artificial) debate ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/forget-everything-you-know-morgan-stanley-reveals-only-metric-determines-what-market-will\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/forget-everything-you-know-morgan-stanley-reveals-only-metric-determines-what-market-will","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177499959","content_text":"Traders of a certain age may recall that back in 2013, around the time the Fed's \"Taper Tantrum\" sparked a surge in yields and led to a risk asset selloff, a big (if entirely artificial) debate emerged within financial media, where the Fed muppets and their media puppets would argue that \"tapering is not tightening\" while anyone with half a brain realized knew that this was total BS.\nFast forward to today when Morgan Stanley's Michael Wilson opens up an old wound for clueless Fed apologists, saying in his latest Weekly Warm Up note that \"TaperingisTightening\"... but then adds that contrary to the market's shocked reaction to last week's Fed meeting, tightening actually began months ago.\nElaborating on this point, Wilson - who several months ago turned into Wall Street's most bearish strategist (again)-  writes this morning that while the Fed's pivot to \"begin\" the tightening discussion caught most by surprise, in reality markets began discounting this inevitable process months ago as price action had indicated. It's exactly this discounting of the coming tightening, that is what Michael Wilson's mid-cycle transition is all about, and as the strategist adds, \"fits nicely with our narrative for choppier equity markets and a 10-20% correction for the broader indices this year.\"\nOr to paraphrase Lester Burnham,\"it's all downhill from here\"...and as Wilson predicts, that won't change until M2 growth is done decelerating; or in other words, until the Fed unleashes another liquidity burst into the system \"the transition is incomplete.\"\nHighlights aside, Wilson then elaborates on each point, noting that while last week's Fed meeting brought more uncertainty to markets one thing is becoming more obvious:\"we are on the other side of the mountain with respect to monetary accommodation for this cycle.\"\nFurthermore, having repeatedlywarned that the US is now mid-cycle...\n... Wilson then takes a victory lap writing that what the Fed is doing is \"classic mid cycle transition behavior so investors really shouldn't be too surprised that the Fed would try to begin the long process of tightening.\"\n\n After all, the US economy is booming and expected to grow close to 10 percent this year in nominal terms, a feat last witnessed in 1984. Meanwhile, no matter what one's view is on inflation being transient or not, prices are up significantly and likely higher than what the Fed, or most others were expecting 6 months ago. In other words, the facts and data have changed; therefore, so should Fed policy.\n\nNevertheless, as discussed here extensively, markets reacted as if this was a complete shock with both bonds and stocks trading as if the Fed had hiked rates already (instead of leaving over $2TN in QE still on deck) after the Fed meeting. Starting with bonds, both nominal 10 year yields and breakevens fell significantly. However, breakevens fell more leaving 10 year real rates higher by almost 20 bps Wednesday afternoon.\nWhile real rates did settle back a bit on Thursday and Friday, they have formed what appears to be a very solid base from which they are likely to rise as the economy continues to recover and the Fed appropriately pivots. In Wilson's view, \"this looks very similar to 2013, the year after Peak Fed. Back then, Peak Fed was QE3 which was announced on September 12, 2012. This time Peak Fed was the announcement of Average Inflation Targeting last summer.\"\n\nThat said, there is one notable difference between the taper tantrum and today: in 2013 \"tapering\" QE was a novel concept to markets and it came more abruptly with Bernanke's surprise mention during his congressional testimony on May 22, 2013.This time, the markets understand what tapering is and see its arrival as inevitable as the economy recovers.Therefore, while the path higher for real rates is unlikely to be as dramatic as witnessed in 2013, it is still likely to be higher from here and that is a change that will affect all risk markets, including equities, in Morgan Stanley's view.\nWilson makes one final observation from the chart above, which is how real rates moved substantiallybeforeBernanke's testimony in May 2013, prompting Wilson to notes that \"perhaps it wasn't as much of a surprise as believed, at least to markets. We think it's the same situation today.\"\n\n In our view, the data has been so strong, it would be naive not to think the Fed wasn't moving closer to tapering over the past several months. In fact, the idea that the Fed hasn't been thinking and/or talking about it seems absurd. Surely the market understands this, making the events of the past week not so much of a surprise. It's all part of the mid cycle transition that has been ongoing for months and fits with the choppier price action and unstable market leadership we have been witnessing.\n\nThe underperformance of early cycle stocks is another classic signal the market \"gets it.\" Nevertheless, in talking with clients the past few days, this view is still out of consensus. Most haven't been ready for tighter monetary policy, nor did they think it's something they needed to worry about, until now.\nWrapping up the Fed \"surprise\" part of his note, Wilson writes that contrary to the FOMC shock,monetary tightening actually began months ago if one is looking at the right metric, which to the top Morgan Stanley equity strategist - who emerges as yet another closet Austrian - ismoney supply growth:\n\nIn a world where all of the major developed market central banks are stuck at the zero bound, or lower,\nthe primary metric that determines if monetary policy is getting more or less accommodative is Money Supply Growth.\n\nRealizing that to most Keynesian this will be a controversial statement to say the least, Wilson digs in and says that \"it's absolutely the case and financial markets seem to agree.\"  He explains:\n\nWhen money supply is accelerating, the more speculative / riskier assets tend to outperform and when it's decelerating these assets have more trouble. As noted here several times over the past few months, the Fed's balance sheet (M1) growth peaked in mid February and that coincided with a top in many of the most expensive/speculative stocks in the equity market just like the acceleration in the Fed's balance sheet in the prior 12 months contributed to their spectacular performance. Interestingly, the recently flattening out of the growth in M1 has coincided with more stability in these stocks, although they remain well below prior highs (Exhibit 2).\n\nAnd visually:\n\nBut wait there's more, and also an explanation why the Fed has made it virtually impossible to track the weekly change in M2 (the aggregate is now updated only monthly).\nTaking Wilson's argument a step further,M2 growth might be even more important to monitor than M1 because that's the net liquidity available to the economyandmarkets.On that front, the deceleration also began at the end of Februarybut has not yet flattened out and appears to have much further to fall to a  more \"normal\" level of annual growth— i.e., 7-8%\n\nMore ominously, this also suggestsliquidity is likely to tighten further from here whether the Fed's begins tapering later this year or next.\nFinally, when we look at M2 data on a global basis, we get the same picture.\n\nWilson concludes that even ahead of last week's \"shock\" FOMC, the market had already started to de-rate lower into a mid-cycle transition as Fed balance sheet growth has materially slowed. Meanwhile, M2 is slowing just as rapidly and has further to fall, especially when the Fed begins to taper later this year or early next. Finally, global money supply growth is also slowing from elevated levels and every major region is contributing.\nThis to Wilson\"looks reminiscent of 2014 and 2018 when markets went through a rolling correction of risky assets\"and he thinks 2021 will prove to be similar in that regard with the highest beta regions falling first (Kospi, China, Japan) and ending with the most defensive (US).\nPutting it all together, the MS strategist writes that \"tapering is tightening but the tightening process began with the rate of change in money supply growth. The good news is thatthe market already knows it.The bad news is thata majority of investors seem to be just catching on with the Fed's \"surprise\" announcement this past week.This means asset prices are far from done correcting as witnessed with the more cyclical, reflationary assets taking their turn the past few weeks.\"\nAnd while we completely agree with Wilson's newly discovered Austrian view of markets - funny how on a long enough timeline everyone turns Austrian - the real question is what will catalyze the next M2 boosting cycle, how high will it push stocks, and will the Fed be forced to come out and start buying equities this time after having nationalized the bond market back in 2020.\nWe expect that the answer will be revealed after the next 20% drop at which point all of the Fed's hawkishness will evaporate, and Powell (or his replacement Kashkari) will shift to an uber dovish mode as they prepare to unleash the final and biggest asset bubble of all...","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129313243,"gmtCreate":1624358668682,"gmtModify":1703834291955,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586344416928957","authorIdStr":"3586344416928957"},"themes":[],"htmlText":"Lklpx","listText":"Lklpx","text":"Lklpx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129313243","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&amp;A) have fed the company's coffers nicely. Financing remains relatively easy to get, and that could spur more M&amp;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&nbsp;&nbsp;&nbsp;<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":{"GS":"高盛","AAPL":"苹果","03086":"华夏纳指","UNH":"联合健康","09086":"华夏纳指-U"},"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":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099041601,"gmtCreate":1643283522511,"gmtModify":1676533795948,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586344416928957","authorIdStr":"3586344416928957"},"themes":[],"htmlText":"I love this game","listText":"I love this game","text":"I love this game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099041601","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129389626,"gmtCreate":1624359293065,"gmtModify":1703834302168,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586344416928957","authorIdStr":"3586344416928957"},"themes":[],"htmlText":"Xrp i think will moon","listText":"Xrp i think will moon","text":"Xrp i think will moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129389626","repostId":"2145803031","repostType":4,"repost":{"id":"2145803031","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1624344420,"share":"https://ttm.financial/m/news/2145803031?lang=&edition=fundamental","pubTime":"2021-06-22 14:47","market":"hk","language":"en","title":"10, 30-year Treasury yields recover overnight dip to stage solid post-Fed climb Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=2145803031","media":"Dow Jones","summary":"Yields for benchmark bonds on Monday climb higher on the long-end for the curve, with the long bond ","content":"<p>Yields for benchmark bonds on Monday climb higher on the long-end for the curve, with the long bond notching its sharpest yield climb since March. The moves come as investors continue to position following a Federal Reserve update last week that was interpreted as more inclined to end pandemic-era accommodations sooner than later, even as the central bank views surging pricing pressures as likely to be short-lived.</p>\n<p><b>How Treasurys performed</b></p>\n<p>Fixed-income drivers</p>\n<p>Strategists didn't offer an clear reason why yields turned lower and then popped up, but some attribute it to bearish positioning, with investors forced to unwind bets that prices would head lower, pushing yields higher.</p>\n<p>Read:Markets are sending 'peculiar' signals as Fed changes tune--here's what they mean</p>\n<p>In theory, the Fed's stance that post-COVID inflation pressures should be short-lived and the expectation that the Fed could begin raising rates as early as late 2022 or early 2023, should be nudging yields higher.</p>\n<p>But bond yields, which move opposite to prices, have been reluctant to hold higher for an extended period in benchmark 30-year and 10-year Treasurys, which are used to price everything from mortgages to corporate bonds.</p>\n<p>On Monday, both St. Louis Fed President James Bullard and Dallas Fed President Rob Kaplan said they expect the pace of inflation next year to remain above the central bank's target.</p>\n<p>Last Friday, Bullard, in interview with CNBC, suggested that he would be inclined to see the Fed lift interest rates by late 2022 and said that Fed Chairman Jerome Powell has effectively opened the door to tapering the central bank's monthly purchases of $120 billion in Treasurys and mortgage-backed securities.</p>\n<p>The market will hear from Powell again on Tuesday when he testifies before the House select subcommittee on the impact of the coronavirus on the economy.</p>\n<p><b>What strategists said</b></p>\n<p>Inflation-themed \"trades such as a bear-steepening of the curve and a weaker dollar depend on the Fed remaining dovish, with the implication that a hawkish Fed would move markets in reverse,\" wrote Alex Pelle and Steven Ricchiuto, U.S. economists at Mizuho, in an afternoon note.</p>\n<p>\"Our view is that Powell remains solidly on the dovish end of the FOMC, but he is a Chair trying to manage an increasingly factious committee as incoming inflation data surprises to the upside.\"</p>\n<p>Still, the trajectory of monetary, including any pullback, will hinge on the labor market recovery, the team wrote, adding that with the \"realistic unemployment rate closer to 7.9%,\" realizing the \"gargantuan task\" of a 4.5% unemployment rate by year-end would be difficult and \"require job growth averaging around 900K job additions per month for the next 6 months.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>10, 30-year Treasury yields recover overnight dip to stage solid post-Fed climb Monday</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; 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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\">\n10, 30-year Treasury yields recover overnight dip to stage solid post-Fed climb Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-22 14:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Yields for benchmark bonds on Monday climb higher on the long-end for the curve, with the long bond notching its sharpest yield climb since March. The moves come as investors continue to position following a Federal Reserve update last week that was interpreted as more inclined to end pandemic-era accommodations sooner than later, even as the central bank views surging pricing pressures as likely to be short-lived.</p>\n<p><b>How Treasurys performed</b></p>\n<p>Fixed-income drivers</p>\n<p>Strategists didn't offer an clear reason why yields turned lower and then popped up, but some attribute it to bearish positioning, with investors forced to unwind bets that prices would head lower, pushing yields higher.</p>\n<p>Read:Markets are sending 'peculiar' signals as Fed changes tune--here's what they mean</p>\n<p>In theory, the Fed's stance that post-COVID inflation pressures should be short-lived and the expectation that the Fed could begin raising rates as early as late 2022 or early 2023, should be nudging yields higher.</p>\n<p>But bond yields, which move opposite to prices, have been reluctant to hold higher for an extended period in benchmark 30-year and 10-year Treasurys, which are used to price everything from mortgages to corporate bonds.</p>\n<p>On Monday, both St. Louis Fed President James Bullard and Dallas Fed President Rob Kaplan said they expect the pace of inflation next year to remain above the central bank's target.</p>\n<p>Last Friday, Bullard, in interview with CNBC, suggested that he would be inclined to see the Fed lift interest rates by late 2022 and said that Fed Chairman Jerome Powell has effectively opened the door to tapering the central bank's monthly purchases of $120 billion in Treasurys and mortgage-backed securities.</p>\n<p>The market will hear from Powell again on Tuesday when he testifies before the House select subcommittee on the impact of the coronavirus on the economy.</p>\n<p><b>What strategists said</b></p>\n<p>Inflation-themed \"trades such as a bear-steepening of the curve and a weaker dollar depend on the Fed remaining dovish, with the implication that a hawkish Fed would move markets in reverse,\" wrote Alex Pelle and Steven Ricchiuto, U.S. economists at Mizuho, in an afternoon note.</p>\n<p>\"Our view is that Powell remains solidly on the dovish end of the FOMC, but he is a Chair trying to manage an increasingly factious committee as incoming inflation data surprises to the upside.\"</p>\n<p>Still, the trajectory of monetary, including any pullback, will hinge on the labor market recovery, the team wrote, adding that with the \"realistic unemployment rate closer to 7.9%,\" realizing the \"gargantuan task\" of a 4.5% unemployment rate by year-end would be difficult and \"require job growth averaging around 900K job additions per month for the next 6 months.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145803031","content_text":"Yields for benchmark bonds on Monday climb higher on the long-end for the curve, with the long bond notching its sharpest yield climb since March. The moves come as investors continue to position following a Federal Reserve update last week that was interpreted as more inclined to end pandemic-era accommodations sooner than later, even as the central bank views surging pricing pressures as likely to be short-lived.\nHow Treasurys performed\nFixed-income drivers\nStrategists didn't offer an clear reason why yields turned lower and then popped up, but some attribute it to bearish positioning, with investors forced to unwind bets that prices would head lower, pushing yields higher.\nRead:Markets are sending 'peculiar' signals as Fed changes tune--here's what they mean\nIn theory, the Fed's stance that post-COVID inflation pressures should be short-lived and the expectation that the Fed could begin raising rates as early as late 2022 or early 2023, should be nudging yields higher.\nBut bond yields, which move opposite to prices, have been reluctant to hold higher for an extended period in benchmark 30-year and 10-year Treasurys, which are used to price everything from mortgages to corporate bonds.\nOn Monday, both St. Louis Fed President James Bullard and Dallas Fed President Rob Kaplan said they expect the pace of inflation next year to remain above the central bank's target.\nLast Friday, Bullard, in interview with CNBC, suggested that he would be inclined to see the Fed lift interest rates by late 2022 and said that Fed Chairman Jerome Powell has effectively opened the door to tapering the central bank's monthly purchases of $120 billion in Treasurys and mortgage-backed securities.\nThe market will hear from Powell again on Tuesday when he testifies before the House select subcommittee on the impact of the coronavirus on the economy.\nWhat strategists said\nInflation-themed \"trades such as a bear-steepening of the curve and a weaker dollar depend on the Fed remaining dovish, with the implication that a hawkish Fed would move markets in reverse,\" wrote Alex Pelle and Steven Ricchiuto, U.S. economists at Mizuho, in an afternoon note.\n\"Our view is that Powell remains solidly on the dovish end of the FOMC, but he is a Chair trying to manage an increasingly factious committee as incoming inflation data surprises to the upside.\"\nStill, the trajectory of monetary, including any pullback, will hinge on the labor market recovery, the team wrote, adding that with the \"realistic unemployment rate closer to 7.9%,\" realizing the \"gargantuan task\" of a 4.5% unemployment rate by year-end would be difficult and \"require job growth averaging around 900K job additions per month for the next 6 months.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129316188,"gmtCreate":1624358845344,"gmtModify":1703834293573,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586344416928957","authorIdStr":"3586344416928957"},"themes":[],"htmlText":"I thikk no leh","listText":"I thikk no leh","text":"I thikk no leh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129316188","repostId":"1124495234","repostType":4,"repost":{"id":"1124495234","pubTimestamp":1624352353,"share":"https://ttm.financial/m/news/1124495234?lang=&edition=fundamental","pubTime":"2021-06-22 16:59","market":"us","language":"en","title":"The Fed Has Spoken: Stocks To Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1124495234","media":"seekingalpha","summary":"Summary\n\nThe Fed could begin raising rates sooner than 2023.\nHealthcare and utilities are climbing o","content":"<p><b>Summary</b></p>\n<ul>\n <li>The Fed could begin raising rates sooner than 2023.</li>\n <li>Healthcare and utilities are climbing our sector ranking.</li>\n <li>The top stocks in our universe today.</li>\n</ul>\n<p>As I wrote last week,inflation is here. Earlier this week, the Federal Reserve's Federal Open Market Committee made its most significant hawkish shift yet, accelerating its timeline for hiking the Federal Funds rate to 2023 from 2024 and setting the table to end asset repurchases as soon as this year.</p>\n<p>The Central Bank left little doubt government's one-two monetary and fiscal punch has reinvigorated economic activity. Exiting the meeting, bankers believe gross domestic product, or GDP, willgrow 7%this year, up from its 6.5% forecast in March, resulting in core inflation of 3%, up from its prior outlook for 2.2%.</p>\n<p>Historically, the Federal Reserve has a reputation for under estimating inflationary pressure, forcing it to act more quickly and aggressively than it originally signals. Whether this means the Fed is behind the inflationary curve now is anyone's guess, but if it is, then we may see an even more hawkish tone over the coming year.</p>\n<p>For now, the Federal Reserve's stance has sparked a tug-of-war between those arguing rate hikes are too far off in the future to worry of a slowdown and those believing the Fed's timeline is still too optimistic. The knee-jerk reaction to its announcement was to buy speculative stocks, including technology, and sell mid-cycle stocks, such as energy. Further confusing the matter, late-cycle baskets, including healthcare and utilities, made the biggest move up in our large-cap sector ranking this week (see below), suggesting we may be closer to an economic reckoning than originally thought.</p>\n<p><b>The best sectors today</b></p>\n<p>Weekly, we rank 1,600 institutional-quality stocks across seven factors. In short, our scoring system incorporates earnings growth, earnings beats, insider buying, short- and long-term money flows, days to cover held short, trends in valuation, and seasonality.</p>\n<p>Once stocks run our gauntlet, we aggregate individual scores by sector to gain insight into the best baskets to over- or under-weight.</p>\n<p>Previously, I've written abouttechnology's relative weaknessin our ranking. The sector still scores below our average universe score, despite catching bids earlier this week. It will be interesting to see if this week's buying spree continues, helping technology climb our ranking, especially since technology doesn't normally score below average for long. For now, staying industry and stock specific in technology still appears to be the best bet.</p>\n<p><img src=\"https://static.tigerbbs.com/5d6585be1d6bfa0b5a61dc98f0ca8c85\" tg-width=\"623\" tg-height=\"421\" referrerpolicy=\"no-referrer\"><i>Source: Top Stocks for Tomorrow.</i></p>\n<p>We also break out our sector scores by market cap every week.</p>\n<p>Often, sectors move up or down in our large-cap ranking sooner than they do in mid cap or small cap; giving investors an early signal of shifting tides. For this reason, paying close attention to the large cap ranking can pay off even if you invest in smaller companies.</p>\n<p>This week, both healthcare and utilities moved up in our large-cap ranking. The improvement could reflect growing clarity into the groups because of the Supreme Court's decision to keep the Affordable Care Act in place and energy strains in Texas, California, and elsewhere, respectively. Perhaps, the move up in these baskets, which are relatively inelastic to economic activity, signals the first Fed Funds rate hike will happen in 2022, not 2023, though.</p>\n<p>Overall, REITs, healthcare, energy, utilities, and financials are top rated in large cap, while technology, consumer goods, and basics score below average. In mid cap, energy, REITs, utilities, and consumer goods are best, while technology, industrials, basics, and healthcare are low scoring. The top small cap sectors are REITs, energy, financials, and services and the lowest-scoring baskets are healthcare, technology, and basics. Focusing on stocks in top-scoring sectors and staying selective in low-scoring sectors could be the best way to find alpha from here.</p>\n<p><img src=\"https://static.tigerbbs.com/440717f3f07f728c62361601e338f285\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\"><i>Source: Top Stocks for Tomorrow.</i></p>\n<p><b>The strongest scoring stocks to buy</b></p>\n<p>As I mentioned, we score stocks in our universe weekly, allowing us to rank them from best to worst by screening criteria, such as market cap and sector. For example, the following stock ideas come from our weekly report highlighting the highest-scoring stocks in our universe by sector, regardless of market cap.</p>\n<p>Over 200 stocks made the cut for this report, including the following nine stocks.</p>\n<p>First up, investors ought to think about pharmaceutical stocks given large-cap healthcare is improving in our sector work. Over 20 healthcare stocks made our best stocks list this week, including AbbVie(NYSE:ABBV)and Bristol-Myers Squibb (BMY).</p>\n<p>In the U.S., AbbVie faces-off against generic versions of its mega-blockbuster immunology drug, Humira, in 2023, but up-and-coming top sellers, including Rinvoq and Skyrizi, should helpinsulate it against a drop-off in sales. Botox also provides a nice revenue tailwind because aesthetics demand isalready above pre-COVID levelsthanks to post-vaccination doctor visits. Moonshot-style data is coming soon, too, with trial results in Alzheimer's anticipated this summer and pivotal results from Vraylar's major depressive disorder trials later this year. Finally, since it's paying down debt and still guiding for high single-digit sales growth from 2025 to 2029, despite Humira's loss of exclusivity, its 4.5% dividend appears to be on solid ground.</p>\n<p>Improving post-vaccination trends may make it time to watch Bristol-Myers, too. It's heavily exposed to cancer indications through it's top-selling Opdivo and Yervoy, and earlier this month, managementsaidCOVID-era, double-digit declines in new patient starts for oncology drugs improved to a 5% to 10% decline. If trends continue improving, then oncology drug demand could be back to a pre-COVID levels soon. Similarly, rebounding doctor visits also support sales of Bristol-Myers' Eliquis, a blockbuster oral anticoagulant used in cardiovascular disease.</p>\n<p>Outside of healthcare, energy stocks could make sense given increasing global GDP and inflation forecasts. Oil stocks sold off following the Fed's update last week, however, measured production growth should help keep per barrel prices high at E&amp;P companies, including Hess Corp (HES), while also providing demand tailwinds for services providers, including Oceaneering International (OII).</p>\n<p>Hess Corp'scollaborationoffshore Guyana with Exxon Mobil (XOM) gives it 30% exposure to over 9 billion barrels of oil equivalent in the Stabroek Block, and reserves are climbing thanks to new discoveries. Its breakeven cost in the play ranges from $25 to $35 per barrel of Brent Crude, so with current prices above $70, new production coming online could help boost earnings nicely over the next few years.</p>\n<p>Anoffshore energy projectsplayer, Oceaneering Int'l could see demand for its remotely-operated vehicles (ROVs), subsea project management, and manufactured products, such as umbilicals, increase nicely if offshore activity picks up because of higher per barrel prices. In Q1, ROV fleet utilization was just 53%, yet day rates improved 7% quarter over quarter, and for the full year, management expects fleet utilization to be in thehigh 50%range. With a project in Angola supported project management revenue this year, a potential uptick in book-to-bill for manufactured products, and increasing ROV utilization, it could still be early innings for the company's turnaround.</p>\n<p>There are plenty of ideas outside healthcare and energy, too. For example, nearly 50 technology stocks made our best list, despite the sector scoring below average in our sector ranking, including Microsoft (MSFT) and Shopify (SHOP), which benefit from increasing data in the cloud and e-commerce tailwinds, respectively. Amazon.com (AMZN) is also top-scoring, benefiting from growing e-commerce share of total retail sales and Prime Day, which could add over $10 billion in revenue this year, based on2020's performance.</p>\n<p>Our best list also includes a slate of services stocks, including Stitch Fix (SFIX) and Revolve Group (RVLV). As younger workers refresh wardrobes because post-vaccination, return to office trends, those companies could see a healthy uptake in sales.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Has Spoken: Stocks To Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Has Spoken: Stocks To Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 16:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435924-the-fed-has-spoken-stocks-to-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe Fed could begin raising rates sooner than 2023.\nHealthcare and utilities are climbing our sector ranking.\nThe top stocks in our universe today.\n\nAs I wrote last week,inflation is here. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435924-the-fed-has-spoken-stocks-to-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","SFIX":"Stitch Fix Inc.","XOM":"埃克森美孚","RVLV":"Revolve Group, LLC","SHOP":"Shopify Inc","AMZN":"亚马逊","HES":"赫斯","ABBV":"艾伯维公司","OII":"国际海洋工程","BMY":"施贵宝"},"source_url":"https://seekingalpha.com/article/4435924-the-fed-has-spoken-stocks-to-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1124495234","content_text":"Summary\n\nThe Fed could begin raising rates sooner than 2023.\nHealthcare and utilities are climbing our sector ranking.\nThe top stocks in our universe today.\n\nAs I wrote last week,inflation is here. Earlier this week, the Federal Reserve's Federal Open Market Committee made its most significant hawkish shift yet, accelerating its timeline for hiking the Federal Funds rate to 2023 from 2024 and setting the table to end asset repurchases as soon as this year.\nThe Central Bank left little doubt government's one-two monetary and fiscal punch has reinvigorated economic activity. Exiting the meeting, bankers believe gross domestic product, or GDP, willgrow 7%this year, up from its 6.5% forecast in March, resulting in core inflation of 3%, up from its prior outlook for 2.2%.\nHistorically, the Federal Reserve has a reputation for under estimating inflationary pressure, forcing it to act more quickly and aggressively than it originally signals. Whether this means the Fed is behind the inflationary curve now is anyone's guess, but if it is, then we may see an even more hawkish tone over the coming year.\nFor now, the Federal Reserve's stance has sparked a tug-of-war between those arguing rate hikes are too far off in the future to worry of a slowdown and those believing the Fed's timeline is still too optimistic. The knee-jerk reaction to its announcement was to buy speculative stocks, including technology, and sell mid-cycle stocks, such as energy. Further confusing the matter, late-cycle baskets, including healthcare and utilities, made the biggest move up in our large-cap sector ranking this week (see below), suggesting we may be closer to an economic reckoning than originally thought.\nThe best sectors today\nWeekly, we rank 1,600 institutional-quality stocks across seven factors. In short, our scoring system incorporates earnings growth, earnings beats, insider buying, short- and long-term money flows, days to cover held short, trends in valuation, and seasonality.\nOnce stocks run our gauntlet, we aggregate individual scores by sector to gain insight into the best baskets to over- or under-weight.\nPreviously, I've written abouttechnology's relative weaknessin our ranking. The sector still scores below our average universe score, despite catching bids earlier this week. It will be interesting to see if this week's buying spree continues, helping technology climb our ranking, especially since technology doesn't normally score below average for long. For now, staying industry and stock specific in technology still appears to be the best bet.\nSource: Top Stocks for Tomorrow.\nWe also break out our sector scores by market cap every week.\nOften, sectors move up or down in our large-cap ranking sooner than they do in mid cap or small cap; giving investors an early signal of shifting tides. For this reason, paying close attention to the large cap ranking can pay off even if you invest in smaller companies.\nThis week, both healthcare and utilities moved up in our large-cap ranking. The improvement could reflect growing clarity into the groups because of the Supreme Court's decision to keep the Affordable Care Act in place and energy strains in Texas, California, and elsewhere, respectively. Perhaps, the move up in these baskets, which are relatively inelastic to economic activity, signals the first Fed Funds rate hike will happen in 2022, not 2023, though.\nOverall, REITs, healthcare, energy, utilities, and financials are top rated in large cap, while technology, consumer goods, and basics score below average. In mid cap, energy, REITs, utilities, and consumer goods are best, while technology, industrials, basics, and healthcare are low scoring. The top small cap sectors are REITs, energy, financials, and services and the lowest-scoring baskets are healthcare, technology, and basics. Focusing on stocks in top-scoring sectors and staying selective in low-scoring sectors could be the best way to find alpha from here.\nSource: Top Stocks for Tomorrow.\nThe strongest scoring stocks to buy\nAs I mentioned, we score stocks in our universe weekly, allowing us to rank them from best to worst by screening criteria, such as market cap and sector. For example, the following stock ideas come from our weekly report highlighting the highest-scoring stocks in our universe by sector, regardless of market cap.\nOver 200 stocks made the cut for this report, including the following nine stocks.\nFirst up, investors ought to think about pharmaceutical stocks given large-cap healthcare is improving in our sector work. Over 20 healthcare stocks made our best stocks list this week, including AbbVie(NYSE:ABBV)and Bristol-Myers Squibb (BMY).\nIn the U.S., AbbVie faces-off against generic versions of its mega-blockbuster immunology drug, Humira, in 2023, but up-and-coming top sellers, including Rinvoq and Skyrizi, should helpinsulate it against a drop-off in sales. Botox also provides a nice revenue tailwind because aesthetics demand isalready above pre-COVID levelsthanks to post-vaccination doctor visits. Moonshot-style data is coming soon, too, with trial results in Alzheimer's anticipated this summer and pivotal results from Vraylar's major depressive disorder trials later this year. Finally, since it's paying down debt and still guiding for high single-digit sales growth from 2025 to 2029, despite Humira's loss of exclusivity, its 4.5% dividend appears to be on solid ground.\nImproving post-vaccination trends may make it time to watch Bristol-Myers, too. It's heavily exposed to cancer indications through it's top-selling Opdivo and Yervoy, and earlier this month, managementsaidCOVID-era, double-digit declines in new patient starts for oncology drugs improved to a 5% to 10% decline. If trends continue improving, then oncology drug demand could be back to a pre-COVID levels soon. Similarly, rebounding doctor visits also support sales of Bristol-Myers' Eliquis, a blockbuster oral anticoagulant used in cardiovascular disease.\nOutside of healthcare, energy stocks could make sense given increasing global GDP and inflation forecasts. Oil stocks sold off following the Fed's update last week, however, measured production growth should help keep per barrel prices high at E&P companies, including Hess Corp (HES), while also providing demand tailwinds for services providers, including Oceaneering International (OII).\nHess Corp'scollaborationoffshore Guyana with Exxon Mobil (XOM) gives it 30% exposure to over 9 billion barrels of oil equivalent in the Stabroek Block, and reserves are climbing thanks to new discoveries. Its breakeven cost in the play ranges from $25 to $35 per barrel of Brent Crude, so with current prices above $70, new production coming online could help boost earnings nicely over the next few years.\nAnoffshore energy projectsplayer, Oceaneering Int'l could see demand for its remotely-operated vehicles (ROVs), subsea project management, and manufactured products, such as umbilicals, increase nicely if offshore activity picks up because of higher per barrel prices. In Q1, ROV fleet utilization was just 53%, yet day rates improved 7% quarter over quarter, and for the full year, management expects fleet utilization to be in thehigh 50%range. With a project in Angola supported project management revenue this year, a potential uptick in book-to-bill for manufactured products, and increasing ROV utilization, it could still be early innings for the company's turnaround.\nThere are plenty of ideas outside healthcare and energy, too. For example, nearly 50 technology stocks made our best list, despite the sector scoring below average in our sector ranking, including Microsoft (MSFT) and Shopify (SHOP), which benefit from increasing data in the cloud and e-commerce tailwinds, respectively. Amazon.com (AMZN) is also top-scoring, benefiting from growing e-commerce share of total retail sales and Prime Day, which could add over $10 billion in revenue this year, based on2020's performance.\nOur best list also includes a slate of services stocks, including Stitch Fix (SFIX) and Revolve Group (RVLV). As younger workers refresh wardrobes because post-vaccination, return to office trends, those companies could see a healthy uptake in sales.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099043316,"gmtCreate":1643283386202,"gmtModify":1676533795923,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586344416928957","authorIdStr":"3586344416928957"},"themes":[],"htmlText":"Pltr will moon soon ipo price rn","listText":"Pltr will moon soon ipo price rn","text":"Pltr will moon soon ipo price rn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099043316","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009883991,"gmtCreate":1640610145877,"gmtModify":1676533528807,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586344416928957","authorIdStr":"3586344416928957"},"themes":[],"htmlText":"I think xrp will moon","listText":"I think xrp will moon","text":"I think xrp will moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009883991","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129389358,"gmtCreate":1624359277674,"gmtModify":1703834301683,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586344416928957","authorIdStr":"3586344416928957"},"themes":[],"htmlText":"Daftpunk better","listText":"Daftpunk better","text":"Daftpunk better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129389358","repostId":"1139414035","repostType":4,"repost":{"id":"1139414035","pubTimestamp":1624345572,"share":"https://ttm.financial/m/news/1139414035?lang=&edition=fundamental","pubTime":"2021-06-22 15:06","market":"us","language":"en","title":"DraftKings' Stumble Offers An Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1139414035","media":"seekingalpha","summary":"Summary\n\nDraftKings has pulled back after a broader pullback on growth stocks and a short report tar","content":"<p><b>Summary</b></p>\n<ul>\n <li>DraftKings has pulled back after a broader pullback on growth stocks and a short report targeting the betting company.</li>\n <li>However, DraftKings continues to grow at a torrid pace and innovate along the way.</li>\n <li>DraftKings offers a more compelling risk/reward after a 20% drop since my last look at them.</li>\n</ul>\n<p>Fantasy sports and betting platform DraftKings Inc. (DKNG) has steadily slid lower since mid-March. The most recent piece of bad news, a short report, claimed that the company is concealing illegal activities. Shares have come down 35% from highs.</p>\n<p>However, at an operational level, DraftKings continues to grow and innovate. The company posted strong Q1 results and is investing heavily to lay the groundwork to be the primary player in sports betting, an industry that is continuing to blossom. While DraftKings continues to carry some risks that investors should be aware of, the pullback has offered a more compelling risk/reward entry for investors.</p>\n<p><b>DraftKings Continues To Grow &amp; Innovate</b></p>\n<p>DraftKings reported its Q1 earnings for 2021 in May, and results showed a glimpse into the company's continued upward trajectory. The business is growing at a rapid rate and continues to innovate.</p>\n<p>For the quarter, DraftKings reported revenues of $312 million, year over year growth of 175% on a Pro-forma basis. This growth was driven in part by new state launches in Michigan and Virginia. The betting and iGaming landscape is still developing, so new state launches will continue to play an important role in growth for the foreseeable future.</p>\n<p>Additionally, DraftKings is innovating to drive engagement (and thus revenue growth) on the platform. It recently launched \"Spanish 21\", a variant game of Blackjack, and it is currently unique among iGaming operators to DraftKings.</p>\n<p><img src=\"https://static.tigerbbs.com/38bef09e9a4a3b68cab2d9bc336ac15b\" tg-width=\"640\" tg-height=\"192\"></p>\n<p>Source: DraftKings Inc.</p>\n<p>The more impactful innovation that DraftKings is working on is the features that it is adding to turn DraftKings into a one-stop-shop platform for a gaming experience. There are two great examples of this in the works. DraftKings is collaborating with SLING TV to launch sports betting information channels. This ties real-time sports updates into betting odds, producing a more engaging experience for customers.</p>\n<p><img src=\"https://static.tigerbbs.com/ca4d93bb27aaf7fd36bdfc6e3734a43a\" tg-width=\"640\" tg-height=\"199\"></p>\n<p>Source: DraftKings Inc.</p>\n<p>DraftKings is also launching social media features on its platform that will allow customers to interact with each other by friending, commenting, and sharing bets with others.</p>\n<p><img src=\"https://static.tigerbbs.com/5a5c6faace4c411e5a7e2976c2ae702f\" tg-width=\"640\" tg-height=\"384\"></p>\n<p>Source: DraftKings Inc.</p>\n<p>This is a great opportunity for DraftKings, as there are high-profile gamblers on traditional social media platforms already that prove this concept out. I wouldn't be surprised to see DraftKings spending to bring high-profile bettors onto DraftKings' platform as an effort to attract followers that can \"play along\" with these betting celebrities.</p>\n<p><b>About The Short Report</b></p>\n<p>Shares of DraftKings took a recent tumble when a short report emerged, accusing the company of concealing illegal activity from the public.</p>\n<p><i>Investors should consider every bear case, soyou can find it herefor those interested in checking it out.</i></p>\n<p>The report is based on a lot of insinuation (typical of short reports), so I won't go into a ton of detail here. The basic point of the report is that a segment of DraftKings known as SBTech before the SPAC merger is involved in black market dealings, and it's being hidden from regulators and investors.</p>\n<p>I didn't find enough credible evidence of this upon reading the report, and I like to think that all of the partnerships that DraftKings has amassed are a sign of things being done properly. Nonetheless, investors can read and decide for themselves.</p>\n<p><b>The Risk That Investors Should Keep Eyes On</b></p>\n<p>If there is a legitimate reason for caution on DraftKings, I believe it to be the company's rapid cash-burning that continues to take place.</p>\n<p><i>I wrote about it in my previous article on DraftKings,which can be found here.</i></p>\n<p>DraftKings aggressively spends on sales and marketing to grow revenue, as we can see that this expense category alone almost eclipses revenues despite the company's top-line growth.</p>\n<p><img src=\"https://static.tigerbbs.com/f23d5da6dc7f5d0125f90532f866e141\" tg-width=\"640\" tg-height=\"390\"></p>\n<p>Source: YCharts</p>\n<p>As I detailed in my previous article, DraftKings is spending to grab market share in an emerging industry. Don't forget that a lot of this spending will also aggressively market in newly launched states. Eventual profitability is important over the long term, but part of this process is for DraftKings to acquire the scale needed to maximize the unit economics of the business.</p>\n<p>There are signs that DraftKings has had success thus far. In Q1, the company's ARPU (average revenue per user) was $61, a notable increase over the $41 it generated a year ago.</p>\n<p>This is something that investors will need to continue monitoring. What will be key is the eventual plateau of marketing spend as the platform grows large enough to draw users in more organically.</p>\n<p><b>A More Compelling Entry Point</b></p>\n<p>Shares of DraftKings have cooled slightly over the past several months, now sitting about 35% below highs at $48 per share.</p>\n<p><img src=\"https://static.tigerbbs.com/947874e9faff15a78a04538a5298d35b\" tg-width=\"640\" tg-height=\"384\"></p>\n<p>Source: YCharts</p>\n<p>Based on analyst estimates, DraftKings is currently trading at an EV/sales of 15X on a forward basis. With analysts projecting strong growth over the coming years (90% in 2021 and high 30s after that), DraftKings offers an attractive entry point that will see multiples aggressively compress over the short-medium time frames as growth continues.</p>\n<p><b>Wrapping Up</b></p>\n<p>DraftKings is growing \"at all costs,\" so there is risk involved in the near term. However, the recent pullback gives investors a margin of safety because strong revenue growth will quickly compress valuations from here. The company's revenues are poised to continue expanding rapidly as the iGaming and sports betting markets come into their own. Eventually, profitability will become a more critical aspect of the business, but that time isn't now.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DraftKings' Stumble Offers An Opportunity</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\">\nDraftKings' Stumble Offers An Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 15:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435911-draftkings-stumble-offers-an-opportunity><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDraftKings has pulled back after a broader pullback on growth stocks and a short report targeting the betting company.\nHowever, DraftKings continues to grow at a torrid pace and innovate ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435911-draftkings-stumble-offers-an-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc."},"source_url":"https://seekingalpha.com/article/4435911-draftkings-stumble-offers-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1139414035","content_text":"Summary\n\nDraftKings has pulled back after a broader pullback on growth stocks and a short report targeting the betting company.\nHowever, DraftKings continues to grow at a torrid pace and innovate along the way.\nDraftKings offers a more compelling risk/reward after a 20% drop since my last look at them.\n\nFantasy sports and betting platform DraftKings Inc. (DKNG) has steadily slid lower since mid-March. The most recent piece of bad news, a short report, claimed that the company is concealing illegal activities. Shares have come down 35% from highs.\nHowever, at an operational level, DraftKings continues to grow and innovate. The company posted strong Q1 results and is investing heavily to lay the groundwork to be the primary player in sports betting, an industry that is continuing to blossom. While DraftKings continues to carry some risks that investors should be aware of, the pullback has offered a more compelling risk/reward entry for investors.\nDraftKings Continues To Grow & Innovate\nDraftKings reported its Q1 earnings for 2021 in May, and results showed a glimpse into the company's continued upward trajectory. The business is growing at a rapid rate and continues to innovate.\nFor the quarter, DraftKings reported revenues of $312 million, year over year growth of 175% on a Pro-forma basis. This growth was driven in part by new state launches in Michigan and Virginia. The betting and iGaming landscape is still developing, so new state launches will continue to play an important role in growth for the foreseeable future.\nAdditionally, DraftKings is innovating to drive engagement (and thus revenue growth) on the platform. It recently launched \"Spanish 21\", a variant game of Blackjack, and it is currently unique among iGaming operators to DraftKings.\n\nSource: DraftKings Inc.\nThe more impactful innovation that DraftKings is working on is the features that it is adding to turn DraftKings into a one-stop-shop platform for a gaming experience. There are two great examples of this in the works. DraftKings is collaborating with SLING TV to launch sports betting information channels. This ties real-time sports updates into betting odds, producing a more engaging experience for customers.\n\nSource: DraftKings Inc.\nDraftKings is also launching social media features on its platform that will allow customers to interact with each other by friending, commenting, and sharing bets with others.\n\nSource: DraftKings Inc.\nThis is a great opportunity for DraftKings, as there are high-profile gamblers on traditional social media platforms already that prove this concept out. I wouldn't be surprised to see DraftKings spending to bring high-profile bettors onto DraftKings' platform as an effort to attract followers that can \"play along\" with these betting celebrities.\nAbout The Short Report\nShares of DraftKings took a recent tumble when a short report emerged, accusing the company of concealing illegal activity from the public.\nInvestors should consider every bear case, soyou can find it herefor those interested in checking it out.\nThe report is based on a lot of insinuation (typical of short reports), so I won't go into a ton of detail here. The basic point of the report is that a segment of DraftKings known as SBTech before the SPAC merger is involved in black market dealings, and it's being hidden from regulators and investors.\nI didn't find enough credible evidence of this upon reading the report, and I like to think that all of the partnerships that DraftKings has amassed are a sign of things being done properly. Nonetheless, investors can read and decide for themselves.\nThe Risk That Investors Should Keep Eyes On\nIf there is a legitimate reason for caution on DraftKings, I believe it to be the company's rapid cash-burning that continues to take place.\nI wrote about it in my previous article on DraftKings,which can be found here.\nDraftKings aggressively spends on sales and marketing to grow revenue, as we can see that this expense category alone almost eclipses revenues despite the company's top-line growth.\n\nSource: YCharts\nAs I detailed in my previous article, DraftKings is spending to grab market share in an emerging industry. Don't forget that a lot of this spending will also aggressively market in newly launched states. Eventual profitability is important over the long term, but part of this process is for DraftKings to acquire the scale needed to maximize the unit economics of the business.\nThere are signs that DraftKings has had success thus far. In Q1, the company's ARPU (average revenue per user) was $61, a notable increase over the $41 it generated a year ago.\nThis is something that investors will need to continue monitoring. What will be key is the eventual plateau of marketing spend as the platform grows large enough to draw users in more organically.\nA More Compelling Entry Point\nShares of DraftKings have cooled slightly over the past several months, now sitting about 35% below highs at $48 per share.\n\nSource: YCharts\nBased on analyst estimates, DraftKings is currently trading at an EV/sales of 15X on a forward basis. With analysts projecting strong growth over the coming years (90% in 2021 and high 30s after that), DraftKings offers an attractive entry point that will see multiples aggressively compress over the short-medium time frames as growth continues.\nWrapping Up\nDraftKings is growing \"at all costs,\" so there is risk involved in the near term. However, the recent pullback gives investors a margin of safety because strong revenue growth will quickly compress valuations from here. The company's revenues are poised to continue expanding rapidly as the iGaming and sports betting markets come into their own. Eventually, profitability will become a more critical aspect of the business, but that time isn't now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129380832,"gmtCreate":1624359246026,"gmtModify":1703834301037,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586344416928957","authorIdStr":"3586344416928957"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129380832","repostId":"1186855284","repostType":4,"repost":{"id":"1186855284","pubTimestamp":1624345153,"share":"https://ttm.financial/m/news/1186855284?lang=&edition=fundamental","pubTime":"2021-06-22 14:59","market":"us","language":"en","title":"If You Thought These 2 Big Nasdaq Winners Were Done, Think Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1186855284","media":"Motley Fool","summary":"On a strong day for the Nasdaq, two highfliers stood out.\n\nVolatility has returned to the stock mark","content":"<blockquote>\n On a strong day for the Nasdaq, two highfliers stood out.\n</blockquote>\n<p>Volatility has returned to the stock market, but finally, the<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)is starting to make waves once again. The tech-heavy index is making a run toward all-time highs, trading within 1% of its high-water mark on Monday afternoon. As of just before 2 p.m. EDT today,the Nasdaq&nbsp; was higher by three-quarters of a percent.</p>\n<p>It wasn't that long ago that investors figured that stocks of COVID-19 vaccine manufacturers had already seen their best days. Companies like<b>Moderna</b>(NASDAQ:MRNA)and<b>BioNTech</b>(NASDAQ:BNTX)had seen their share prices start to give up ground as many believed that a vaccinated world would eventually cause revenue and profits to dry up for the vaccine makers. Now, though, it's becoming increasingly clear that the two companies could well have a much brighter future than many had thought.</p>\n<p><b>More moves for Moderna and BioNTech</b></p>\n<p>Shares of the vaccine manufacturers were among the leaders on the Nasdaq today. Moderna's gains amounted to more than 5%, while BioNTech boasted gains of 6% or more on the day.</p>\n<p>The general sentiment toward BioNTech and Moderna has been positive because ofjust how effective their vaccines have been. Last month, the U.S. Centers for Disease Control and Prevention released the latest figures on efficacy for the messenger-RNA-based vaccines from the two companies. Data from real-life use showed a reduction in infection risks of 91%. Those who got infected had a 60% lower risk of showing symptoms, and they spent on average six days fewer being sick and two days fewer stuck in bed recovering.</p>\n<p>In addition, the companies have benefited from sustained demand for COVID vaccines from countries around the world. On Monday,BioNTech said that it had received provision approvalof its vaccine from regulators in New Zealand. Over the weekend, the government of the Philippines announced a 40-million-dose agreement with BioNTech and<b>Pfizer</b>(NYSE:PFE)for more vaccine doses as well.</p>\n<p>More broadly, some health officials have started talking about the potential need for vaccine booster shots. It's uncertain at this point whether and how quickly antibody levels from initial vaccinations decline, and so it's entirely possible that even those who've already received vaccinations could need additional doses in the future. From a business standpoint, that would create even further demand for Moderna and BioNTech that could dramatically lengthen the expected flow of revenue stemming from COVID vaccines.</p>\n<p><b>Will existing vaccines be enough?</b></p>\n<p>The biggest threat on the COVID front comes from the potential for the virus to mutate into more-dangerous variants. Already, theDelta varianthas proved to be more easily transmitted among infected patients and with more-severe health impacts. Future variants could prove even more problematic, and there's no guarantee that existing vaccines will provide protection against them all.</p>\n<p>For the most part, both Moderna's and BioNTech's stock prices seem to reflect little expectation of success beyond the current COVID vaccine products. Yet if anything, COVID has proved that the broader-based investing thesis behind mRNA-based treatment development is sound. Both companies have plans for vaccines and other treatments for a wider variety of different medical conditions, and success anywhere on that front could provide the positive surprise investors need to gain confidence in the long-term futures of these stocks.</p>\n<p>If you made the mistake of thinking that COVID vaccine stocks would be done once much of the U.S. population had been vaccinated, you aren't alone. But you might be surprised at how much staying power BioNTech and Moderna could have -- especially if a few things end up working out in their favor.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Thought These 2 Big Nasdaq Winners Were Done, Think Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf You Thought These 2 Big Nasdaq Winners Were Done, Think Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 14:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/21/if-you-thought-big-nasdaq-winners-done-think-again/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On a strong day for the Nasdaq, two highfliers stood out.\n\nVolatility has returned to the stock market, but finally, theNasdaq Composite(NASDAQINDEX:^IXIC)is starting to make waves once again. The ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/21/if-you-thought-big-nasdaq-winners-done-think-again/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/06/21/if-you-thought-big-nasdaq-winners-done-think-again/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186855284","content_text":"On a strong day for the Nasdaq, two highfliers stood out.\n\nVolatility has returned to the stock market, but finally, theNasdaq Composite(NASDAQINDEX:^IXIC)is starting to make waves once again. The tech-heavy index is making a run toward all-time highs, trading within 1% of its high-water mark on Monday afternoon. As of just before 2 p.m. EDT today,the Nasdaq  was higher by three-quarters of a percent.\nIt wasn't that long ago that investors figured that stocks of COVID-19 vaccine manufacturers had already seen their best days. Companies likeModerna(NASDAQ:MRNA)andBioNTech(NASDAQ:BNTX)had seen their share prices start to give up ground as many believed that a vaccinated world would eventually cause revenue and profits to dry up for the vaccine makers. Now, though, it's becoming increasingly clear that the two companies could well have a much brighter future than many had thought.\nMore moves for Moderna and BioNTech\nShares of the vaccine manufacturers were among the leaders on the Nasdaq today. Moderna's gains amounted to more than 5%, while BioNTech boasted gains of 6% or more on the day.\nThe general sentiment toward BioNTech and Moderna has been positive because ofjust how effective their vaccines have been. Last month, the U.S. Centers for Disease Control and Prevention released the latest figures on efficacy for the messenger-RNA-based vaccines from the two companies. Data from real-life use showed a reduction in infection risks of 91%. Those who got infected had a 60% lower risk of showing symptoms, and they spent on average six days fewer being sick and two days fewer stuck in bed recovering.\nIn addition, the companies have benefited from sustained demand for COVID vaccines from countries around the world. On Monday,BioNTech said that it had received provision approvalof its vaccine from regulators in New Zealand. Over the weekend, the government of the Philippines announced a 40-million-dose agreement with BioNTech andPfizer(NYSE:PFE)for more vaccine doses as well.\nMore broadly, some health officials have started talking about the potential need for vaccine booster shots. It's uncertain at this point whether and how quickly antibody levels from initial vaccinations decline, and so it's entirely possible that even those who've already received vaccinations could need additional doses in the future. From a business standpoint, that would create even further demand for Moderna and BioNTech that could dramatically lengthen the expected flow of revenue stemming from COVID vaccines.\nWill existing vaccines be enough?\nThe biggest threat on the COVID front comes from the potential for the virus to mutate into more-dangerous variants. Already, theDelta varianthas proved to be more easily transmitted among infected patients and with more-severe health impacts. Future variants could prove even more problematic, and there's no guarantee that existing vaccines will provide protection against them all.\nFor the most part, both Moderna's and BioNTech's stock prices seem to reflect little expectation of success beyond the current COVID vaccine products. Yet if anything, COVID has proved that the broader-based investing thesis behind mRNA-based treatment development is sound. Both companies have plans for vaccines and other treatments for a wider variety of different medical conditions, and success anywhere on that front could provide the positive surprise investors need to gain confidence in the long-term futures of these stocks.\nIf you made the mistake of thinking that COVID vaccine stocks would be done once much of the U.S. population had been vaccinated, you aren't alone. But you might be surprised at how much staying power BioNTech and Moderna could have -- especially if a few things end up working out in their favor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129318394,"gmtCreate":1624358784918,"gmtModify":1703834292604,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586344416928957","authorIdStr":"3586344416928957"},"themes":[],"htmlText":"Xrp to the moon","listText":"Xrp to the moon","text":"Xrp to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129318394","repostId":"1186919064","repostType":4,"repost":{"id":"1186919064","pubTimestamp":1624352931,"share":"https://ttm.financial/m/news/1186919064?lang=&edition=fundamental","pubTime":"2021-06-22 17:08","market":"us","language":"en","title":"Will Disney Stock Split This Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1186919064","media":"seekingalpha","summary":"Disney's stock split history is reviewed for the possibility of a repeat this year.Its financials and cash flows are negatively impacted by the pandemic but analysts are projecting a strong recovery in the next few years.The Walt Disney Company could consider another stock split to \"get more people in the stock.\". Readers may come across different answers to the question in the header depending on the sources. According to YCharts, The Walt Disney Company  has had nine stock splits, three betwee","content":"<p><b>Summary</b></p>\n<ul>\n <li>Disney's stock split history is reviewed for the possibility of a repeat this year.</li>\n <li>Its financials and cash flows are negatively impacted by the pandemic but analysts are projecting a strong recovery in the next few years.</li>\n <li>If the consensus estimates come true, the share price of DIS has much room to head north in line with the EPS growth.</li>\n <li>The Walt Disney Company could consider another stock split to \"get more people in the stock.\"</li>\n</ul>\n<p><b>Has Disney Stock Ever Split?</b></p>\n<p>Readers may come across different answers to the question in the header depending on the sources. According to YCharts, The Walt Disney Company (DIS) has had nine stock splits, three between 1985 and 2000, and six prior to 1980.</p>\n<p><img src=\"https://static.tigerbbs.com/fd38f0d03c0480c1f6728aa9e8dd5cfb\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>On the other hand,<i>Stock Split History</i>and<i>Yahoo Finance</i>both reflect eight stock splits in Disney's history. However, the exercises in 1962 and 2007 seem more like bonus issues than stock splits. The first \"split\" for DIS stock was dated December 18, 1962. This was a 103 for 100 split, meaning that a shareholder with 100 shares of DIS pre-split will subsequently own 103 shares.</p>\n<p><img src=\"https://static.tigerbbs.com/98283a2c39510a381b9f91cdc416f6f8\" tg-width=\"274\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:StockSplitHistory.com</i></p>\n<p>As with all corporate matters, investors should refer to the official announcements to be sure. From Walt Disney's website under the Investor Relations section, the company provided a neat table under the Frequently Asked Questions [FAQs]. The table showed only seven past stock splits that happened between 1956 and 1998. This meant that DIS stock has not split for over two decades. Also, it shows that Walt Disney does not consider the 103 shares for 100 shares and 1,014 shares for 1,000 shares as stock splits.</p>\n<p><img src=\"https://static.tigerbbs.com/a398b378fd1cb185e5fe95cbaf2513d7\" tg-width=\"640\" tg-height=\"232\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: The Walt Disney Company</i></p>\n<p><b>Is Disney Stock Going To Split Again?</b></p>\n<p>Tesla (TSLA) and Nvidia (NVDA) were among the prominent few companies that underwent stock splits recently. When Tesla announced itsfirst-ever stock spliton August 11 last year, the stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.</p>\n<p>Nvidia announced in May that its decision to do afour-for-one stock splitwas approved by the board. Its shares were trading above $500 before the announcement and are priced around $750 currently. Nvidia justified the proposed stock split as enabling its shares to become \"more accessible to investors and employees.\"</p>\n<p>The share price of Disney is currently around $172. It hit a high of $203.02 on March 8, 2021. Even at the peak, the share price was a fraction of what TSLA and NVDA were trading at prior to their stock split announcements. As such, is there an impetus for Disney?</p>\n<p>Well, the last time Disney had a stock split was July 9, 1998, and the pre-split share price was only $111. Apart from one stock split in 1973, the last six stock splits were done when its share price was below $200. A quote often attributed to Mark Twain goes: \"History doesn't repeat itself, but it often rhymes.\" It is probably timely to consider Disney could conduct a fresh stock split as its stock heads back towards $200.</p>\n<p>Disney's Valuation And Prospects Support A Stock Split</p>\n<p>The Walt Disney Company appeared to be heading for disaster when the COVID-19 pandemic struck last year. Its Disneyland theme parks and hotels around the world had to be shut for extended periods. Its cruise line and retail stores had to close for business as well. Its movies couldn't be shown as theaters were shut while film and TV productions had to be halted too.</p>\n<p>The challenges that the House of the Mouse faced were unprecedented. In the second fiscal quarter of 2020, its adjusted EPS fell to $0.60 a share from $1.61 a year earlier primarily due to the suspended operations.</p>\n<p>The management took proactive steps during the second quarter of 2020 to enhance Disney's liquidity position by issuing $6 billion of term debt. A week after the quarter ended, it issued another $925 million in term debt. In terms of net financial debt, however, Disney managed to hold steady and did not exceed the peak of above $50 billion following the addition of debt load to its balance sheet from the 21st Century Fox acquisition in 2019.</p>\n<p><img src=\"https://static.tigerbbs.com/cbd5da32f627c04144c275782ef135e7\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p>\n<p>Although Disney's debt level remains elevated at 28 percent, its debt-to-assets remained close to its five-year average at around 25 percent. It is also comparatively lower than its industry peers. ViacomCBS (VIAC)(VIACA) has a debt-to-assets of 32.5 percent while Comcast (CMCSA) has a debt-to-assets of 37.2 percent. Netflix (NFLX) doesn't own any attraction parks but it has the highest debt-to-assets of 38.8 percent.</p>\n<p><img src=\"https://static.tigerbbs.com/7ff01b9033cebf8c5e4fb15976c0d266\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p>\n<p>Looking at the debt-to-equity ratio, The Walt Disney Company is also the lowest among its peers. This suggests that Disney's capital structure could be conservative in its approach to debt relative to the industry.</p>\n<p><img src=\"https://static.tigerbbs.com/c53bbfa821e92f67b05ae6c4a418bad0\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p>\n<p>However, dividend investors may have been disappointed with the decision of Disney's Board to forego the payment of dividends last year. Its last payment of $0.88 per share was on January 16, 2020, for those who had the shares on the record date of December 16, 2019.</p>\n<p><img src=\"https://static.tigerbbs.com/86b599e7a38c7af0abe617f3e95e54a5\" tg-width=\"640\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p>\n<p>Bob Chapek, the Chief Executive Officer of Disney, said during the Credit Suisse 23rd Annual Communications Conference held on June 14 that the Board of Directors is prioritizing thefunding of its Direct-to-Consumer[DTC] business. He added that dividends will be \"a part of our long-term capital allocation strategy, for sure.\"</p>\n<p>Chapek also revealed what the board is considering:</p>\n<blockquote>\n \"...they'll take into account what they’ve taken into account in the past, which is, what's our strategic investment outlook, where our alternative uses of capital and what are those priorities? What our financial leverage look like coming out of COVID? What the operating environment look like in terms of the release of restrictions that we've got that might constrain our business going forward, or at least give us some time to actually ramp back up to full operating mode, if you will? And what's really just the overall recovery of our businesses across the entire enterprise?\"\n</blockquote>\n<p>For now, Disney's financials are constrained. Its free cash flow is at a depressed level historically, primarily due to the weak cash from operations which in turn is due to the low revenue. The cash from operations on a trailing-twelve-month basis is at a multi-year low of $4.3 billion. Its new star division, Disney+, is unable to singlehandedly lift the company from its pandemic-impacted operations.</p>\n<p><img src=\"https://static.tigerbbs.com/501540384c7735541ed0eeb33116a073\" tg-width=\"640\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Nevertheless, Wall Street analysts are not perturbed by the short-term difficulties faced by Disney. The consensus EPS estimate for the fiscal period ending September 2025 is $8.72, implying a sub-20 times forward P/E, a sharp drop from the one-year forward P/E of 72 times. It's thus likely that the share price would rise to bring the P/E ratio above the \"bargain\" sub-20 times level, increasing the justification for a stock split.</p>\n<p><img src=\"https://static.tigerbbs.com/f33bdfa14f2e1f94d872349194cef3d1\" tg-width=\"640\" tg-height=\"281\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: Seeking Alpha Premium</i></p>\n<p><b>Additional Justifications For A DIS Stock Split</b></p>\n<p>Given that one of the reasons for doing a stock split is to bring the share price much lower than the current level, double-digit pricing certainly fits the bill. A rhetorical repeat of a 3:1 stock split would bring the share price of Disney to around $57, making it look affordable psychologically, even though it is meaningless from the valuation angle.</p>\n<p>On the other hand, it appears that Disney prefers the prestige of a larger share price, given that it has long resisted a stock split (the last one being over 20 years ago). The management of Disney might regard DIS stock's elevated share price as a reflection of its achievements, especially considering the challenges during the pandemic. A stock split bringing the share price substantially lower has the reverse effect, making the company look less accomplished compared to, say, Amazon.com, Inc. (AMZN) with its quadruple-digit share price.</p>\n<p>At the same time, while we recognize that calling a stock \"expensive\" based on the absolute price might sound silly, it is not uncommon to come across comments lamenting that tickers with share prices in the high triple-digits are \"expensive\" and those with single-digit share prices are \"bargains\".</p>\n<p>Given the option of purchasing partial shares provided by certain brokerages, the impetus to do a split is further diminished. However, judging from the cryptocurrency market, the notion that the price levels do have an effect on investors' mentality shouldn't be dismissed. For instance, the much lower-priced Dogecoin (DOGE-USD) appears to be more favored whether by short-term traders or longer-term investors compared to Bitcoin (BTC-USD).</p>\n<p><img src=\"https://static.tigerbbs.com/efb4b1d5343c9d189af17f7d9d72de30\" tg-width=\"640\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p>\n<p>Another oft-mentioned reason that companies do stock split is to improve their chances to enter the Dow Jones Industrial Average, one of the oldest and the most commonly followed equity indices. This is because the Dow is a price-weighted measurement stock market index and a high-priced component would skew the index.</p>\n<p>However, The Walt Disney Company is already a Dow component since May 6, 1991. Hence, this would not be a motivation. Nevertheless, those who trade options may welcome a stock split as it makes the option contracts more affordable.</p>\n<p>Whether a DIS stock split would happen this year is another big question. Fundamentally as I discussed earlier, it's a matter of time investors regain confidence in Disney's growth potential. Chart-wise, however, doesn't look good for Disney stock. Its gap in December last year has yet to be filled.</p>\n<p>At the same time, there appears to be a tail-end formation of a head-and-shoulder pattern, a bearish sign. Investors may wish to consider the mentioned factors instead of just looking at a potential jump should Disney announce a stock split.</p>\n<p><img src=\"https://static.tigerbbs.com/eee7ab6b1236c4ed57d19afc78319174\" tg-width=\"640\" tg-height=\"247\"><i>Source: Yahoo Finance</i></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Disney Stock Split This Year?</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\">\nWill Disney Stock Split This Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 17:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435877-will-disney-stock-split><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDisney's stock split history is reviewed for the possibility of a repeat this year.\nIts financials and cash flows are negatively impacted by the pandemic but analysts are projecting a strong ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435877-will-disney-stock-split\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4435877-will-disney-stock-split","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1186919064","content_text":"Summary\n\nDisney's stock split history is reviewed for the possibility of a repeat this year.\nIts financials and cash flows are negatively impacted by the pandemic but analysts are projecting a strong recovery in the next few years.\nIf the consensus estimates come true, the share price of DIS has much room to head north in line with the EPS growth.\nThe Walt Disney Company could consider another stock split to \"get more people in the stock.\"\n\nHas Disney Stock Ever Split?\nReaders may come across different answers to the question in the header depending on the sources. According to YCharts, The Walt Disney Company (DIS) has had nine stock splits, three between 1985 and 2000, and six prior to 1980.\n\nOn the other hand,Stock Split HistoryandYahoo Financeboth reflect eight stock splits in Disney's history. However, the exercises in 1962 and 2007 seem more like bonus issues than stock splits. The first \"split\" for DIS stock was dated December 18, 1962. This was a 103 for 100 split, meaning that a shareholder with 100 shares of DIS pre-split will subsequently own 103 shares.\n\nSource:StockSplitHistory.com\nAs with all corporate matters, investors should refer to the official announcements to be sure. From Walt Disney's website under the Investor Relations section, the company provided a neat table under the Frequently Asked Questions [FAQs]. The table showed only seven past stock splits that happened between 1956 and 1998. This meant that DIS stock has not split for over two decades. Also, it shows that Walt Disney does not consider the 103 shares for 100 shares and 1,014 shares for 1,000 shares as stock splits.\n\nSource: The Walt Disney Company\nIs Disney Stock Going To Split Again?\nTesla (TSLA) and Nvidia (NVDA) were among the prominent few companies that underwent stock splits recently. When Tesla announced itsfirst-ever stock spliton August 11 last year, the stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.\nNvidia announced in May that its decision to do afour-for-one stock splitwas approved by the board. Its shares were trading above $500 before the announcement and are priced around $750 currently. Nvidia justified the proposed stock split as enabling its shares to become \"more accessible to investors and employees.\"\nThe share price of Disney is currently around $172. It hit a high of $203.02 on March 8, 2021. Even at the peak, the share price was a fraction of what TSLA and NVDA were trading at prior to their stock split announcements. As such, is there an impetus for Disney?\nWell, the last time Disney had a stock split was July 9, 1998, and the pre-split share price was only $111. Apart from one stock split in 1973, the last six stock splits were done when its share price was below $200. A quote often attributed to Mark Twain goes: \"History doesn't repeat itself, but it often rhymes.\" It is probably timely to consider Disney could conduct a fresh stock split as its stock heads back towards $200.\nDisney's Valuation And Prospects Support A Stock Split\nThe Walt Disney Company appeared to be heading for disaster when the COVID-19 pandemic struck last year. Its Disneyland theme parks and hotels around the world had to be shut for extended periods. Its cruise line and retail stores had to close for business as well. Its movies couldn't be shown as theaters were shut while film and TV productions had to be halted too.\nThe challenges that the House of the Mouse faced were unprecedented. In the second fiscal quarter of 2020, its adjusted EPS fell to $0.60 a share from $1.61 a year earlier primarily due to the suspended operations.\nThe management took proactive steps during the second quarter of 2020 to enhance Disney's liquidity position by issuing $6 billion of term debt. A week after the quarter ended, it issued another $925 million in term debt. In terms of net financial debt, however, Disney managed to hold steady and did not exceed the peak of above $50 billion following the addition of debt load to its balance sheet from the 21st Century Fox acquisition in 2019.\n\nAlthough Disney's debt level remains elevated at 28 percent, its debt-to-assets remained close to its five-year average at around 25 percent. It is also comparatively lower than its industry peers. ViacomCBS (VIAC)(VIACA) has a debt-to-assets of 32.5 percent while Comcast (CMCSA) has a debt-to-assets of 37.2 percent. Netflix (NFLX) doesn't own any attraction parks but it has the highest debt-to-assets of 38.8 percent.\n\nLooking at the debt-to-equity ratio, The Walt Disney Company is also the lowest among its peers. This suggests that Disney's capital structure could be conservative in its approach to debt relative to the industry.\n\nHowever, dividend investors may have been disappointed with the decision of Disney's Board to forego the payment of dividends last year. Its last payment of $0.88 per share was on January 16, 2020, for those who had the shares on the record date of December 16, 2019.\n\nBob Chapek, the Chief Executive Officer of Disney, said during the Credit Suisse 23rd Annual Communications Conference held on June 14 that the Board of Directors is prioritizing thefunding of its Direct-to-Consumer[DTC] business. He added that dividends will be \"a part of our long-term capital allocation strategy, for sure.\"\nChapek also revealed what the board is considering:\n\n \"...they'll take into account what they’ve taken into account in the past, which is, what's our strategic investment outlook, where our alternative uses of capital and what are those priorities? What our financial leverage look like coming out of COVID? What the operating environment look like in terms of the release of restrictions that we've got that might constrain our business going forward, or at least give us some time to actually ramp back up to full operating mode, if you will? And what's really just the overall recovery of our businesses across the entire enterprise?\"\n\nFor now, Disney's financials are constrained. Its free cash flow is at a depressed level historically, primarily due to the weak cash from operations which in turn is due to the low revenue. The cash from operations on a trailing-twelve-month basis is at a multi-year low of $4.3 billion. Its new star division, Disney+, is unable to singlehandedly lift the company from its pandemic-impacted operations.\n\nNevertheless, Wall Street analysts are not perturbed by the short-term difficulties faced by Disney. The consensus EPS estimate for the fiscal period ending September 2025 is $8.72, implying a sub-20 times forward P/E, a sharp drop from the one-year forward P/E of 72 times. It's thus likely that the share price would rise to bring the P/E ratio above the \"bargain\" sub-20 times level, increasing the justification for a stock split.\n\nSource: Seeking Alpha Premium\nAdditional Justifications For A DIS Stock Split\nGiven that one of the reasons for doing a stock split is to bring the share price much lower than the current level, double-digit pricing certainly fits the bill. A rhetorical repeat of a 3:1 stock split would bring the share price of Disney to around $57, making it look affordable psychologically, even though it is meaningless from the valuation angle.\nOn the other hand, it appears that Disney prefers the prestige of a larger share price, given that it has long resisted a stock split (the last one being over 20 years ago). The management of Disney might regard DIS stock's elevated share price as a reflection of its achievements, especially considering the challenges during the pandemic. A stock split bringing the share price substantially lower has the reverse effect, making the company look less accomplished compared to, say, Amazon.com, Inc. (AMZN) with its quadruple-digit share price.\nAt the same time, while we recognize that calling a stock \"expensive\" based on the absolute price might sound silly, it is not uncommon to come across comments lamenting that tickers with share prices in the high triple-digits are \"expensive\" and those with single-digit share prices are \"bargains\".\nGiven the option of purchasing partial shares provided by certain brokerages, the impetus to do a split is further diminished. However, judging from the cryptocurrency market, the notion that the price levels do have an effect on investors' mentality shouldn't be dismissed. For instance, the much lower-priced Dogecoin (DOGE-USD) appears to be more favored whether by short-term traders or longer-term investors compared to Bitcoin (BTC-USD).\n\nAnother oft-mentioned reason that companies do stock split is to improve their chances to enter the Dow Jones Industrial Average, one of the oldest and the most commonly followed equity indices. This is because the Dow is a price-weighted measurement stock market index and a high-priced component would skew the index.\nHowever, The Walt Disney Company is already a Dow component since May 6, 1991. Hence, this would not be a motivation. Nevertheless, those who trade options may welcome a stock split as it makes the option contracts more affordable.\nWhether a DIS stock split would happen this year is another big question. Fundamentally as I discussed earlier, it's a matter of time investors regain confidence in Disney's growth potential. Chart-wise, however, doesn't look good for Disney stock. Its gap in December last year has yet to be filled.\nAt the same time, there appears to be a tail-end formation of a head-and-shoulder pattern, a bearish sign. Investors may wish to consider the mentioned factors instead of just looking at a potential jump should Disney announce a stock split.\nSource: Yahoo Finance","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129319496,"gmtCreate":1624358602515,"gmtModify":1703834288558,"author":{"id":"3586344416928957","authorId":"3586344416928957","name":"Kahsiang","avatar":"https://static.tigerbbs.com/a49ffe0a98a80e92eabdcd3135e0ac1b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586344416928957","authorIdStr":"3586344416928957"},"themes":[],"htmlText":"Hi! I truly xrp to the moon and i am allIn what about you?","listText":"Hi! I truly xrp to the moon and i am allIn what about you?","text":"Hi! I truly xrp to the moon and i am allIn what about you?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129319496","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}