+Follow
M26NWL
No personal profile
2
Follow
0
Followers
0
Topic
0
Badge
Posts
Hot
M26NWL
2021-06-27
cool
Sorry, the original content has been removed
M26NWL
2021-06-27
??
3 Stocks You Can Keep Forever
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4087879213213080","uuid":"4087879213213080","gmtCreate":1624794980924,"gmtModify":1624794980924,"name":"M26NWL","pinyin":"m26nwl","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":2,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":124724553,"gmtCreate":1624795869072,"gmtModify":1703845249933,"author":{"id":"4087879213213080","authorId":"4087879213213080","name":"M26NWL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087879213213080","authorIdStr":"4087879213213080"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124724553","repostId":"1100357819","repostType":4,"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124726016,"gmtCreate":1624795531435,"gmtModify":1703845243951,"author":{"id":"4087879213213080","authorId":"4087879213213080","name":"M26NWL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087879213213080","authorIdStr":"4087879213213080"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124726016","repostId":"2146107083","repostType":4,"repost":{"id":"2146107083","kind":"highlight","pubTimestamp":1624673250,"share":"https://ttm.financial/m/news/2146107083?lang=&edition=fundamental","pubTime":"2021-06-26 10:07","market":"us","language":"en","title":"3 Stocks You Can Keep Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2146107083","media":"Motley Fool","summary":"A long history of success coupled with bright prospects are the key ingredients for companies you can hold for the long term.","content":"<p>When looking for investments that have the potential to be held forever, it's beneficial not to only look at the latest technological craze or most disruptive businesses. As <b>Amazon</b> founder Jeff Bezos believes, the focus should be on what stays the same, as opposed to what we think might change in the future. </p>\n<p>This means that sticking to boring, steady, and predictable companies can be a worthwhile strategy. Fitting this description, here are three stocks you can keep forever.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75b7346a4d92cde9e5d2740346749150\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Getty Images.</span></p>\n<h2>1. Costco Wholesale</h2>\n<p><b>Costco Wholesale</b> (NASDAQ:COST), with its 809 warehouses around the world, generated sales of $44.4 billion in the most recent quarter, a 21.7% jump from the prior-year period. As <a href=\"https://laohu8.com/S/AONE\">one</a> of the world's largest retailers, Costco was a mission-critical business during the onset of the coronavirus pandemic. Consumers visited stores to shop for everything from cleaning supplies to food. </p>\n<p>The company's operations haven't changed much over time, and they likely won't anytime soon. Even e-commerce sales, which expanded rapidly over the past year and grew 41.2% in the most recent quarter, are slowing down. During the month of May, online revenue rose just 12.1%, signaling that shoppers are able and willing to transact more in person now. </p>\n<p>Costco is a recession-proof business that does well in good and bad economic times, which provides the safety investors want in a forever stock. Moreover, the reliance on membership fees, of which Costco generated $901 million last quarter, allows the company to keep prices very low. As of March 31, Costco had 109.8 million membership cardholders. </p>\n<p>Costco has and will continue to gain from its relentless focus to pass on savings to customers. This consumer-friendly fixation makes it difficult for rivals to compete and makes the business that much more loved by its shoppers. </p>\n<h2>2. Home Depot</h2>\n<p><b>Home Depot</b> (NYSE:HD) has grown to a $331 billion business because people love to spend on their homes. Again, this facet of human nature will never change, and it was on full display over the past year. Home Depot's revenue in fiscal 2020 increased 19.9%, the fastest annual gain in at least a decade. As consumers spent more time indoors and shifted spending away from travel, entertainment, and leisure, Home Depot benefited greatly. </p>\n<p>And even as we slowly recover from the pandemic, the momentum is still strong. Same-store sales (or comps) in the most recent quarter shot up 31%, continuing an acceleration over the past four quarters. The housing market is on fire, supported by still historically low interest rates and rising home prices, all of which support demand for Home Depot's products. </p>\n<p>The company serves both do-it-yourself (DIY) and professional (Pro) customers. The former outperformed during 2020, but the latter is reemerging as a real growth driver as people require work on bigger projects and are more comfortable allowing contractors into their homes. Additionally, a seamless omnichannel approach allows customers to shop Home Depot in whatever manner they like. In the most recent quarter, 55% of online orders were actually fulfilled at a store. </p>\n<p>Home Depot paid $1.8 billion in dividends in the first quarter, and also bought back $4 billion worth of shares. Focusing on returning excess cash to shareholders further boosts investor returns. </p>\n<h2>3. Starbucks</h2>\n<p><b>Starbucks</b> (NASDAQ:SBUX), the ubiquitous coffeehouse chain with nearly 33,000 locations worldwide, is arguably an even more important part of people's daily lives than the previous two companies. Americans (and the rest of the world) need their caffeine fix, and Starbucks is there to deliver. </p>\n<p>The business is back to registering growth in the U.S. following a huge slowdown last year. With 22.9 million active rewards members, Starbucks' top-notch loyalty program encourages repeat business. In the most recent quarter, a whopping 52% of sales at U.S. company-operated stores were from these rewards-program customers. </p>\n<p>You may think there isn't much growth left for this powerful brand that already has stores basically everywhere, but think again. During the investor day presentation last December, CFO Patrick Grismer claimed that by 2030, Starbucks plans to have 55,000 outlets in 100 markets globally. This 67% increase would make it the largest restaurant chain in the world. With revenue of $23.8 billion over the past 12 months, this ambitious goal should certainly boost that number significantly. </p>\n<p>Expect China, where comps soared 91% in the most recent quarter, to be a major growth driver going forward. Starbucks plans to open 600 net new stores in the country just in this fiscal year. </p>\n<h2>Boring is beautiful </h2>\n<p>All three of these companies are absolutely essential in their customers' lives. Without Costco, Home Depot, or Starbucks, people wouldn't be able to get the things they desperately need. Furthermore, they all benefit from strong competitive advantages that protect them from rival firms. </p>\n<p>In the future, we know with a high level of confidence that the products that these businesses sell will still be in high demand. This is the primary reason why they are three stocks you can keep forever. </p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks You Can Keep Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks You Can Keep Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 10:07 GMT+8 <a href=https://www.fool.com/investing/2021/06/25/3-stocks-you-can-keep-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When looking for investments that have the potential to be held forever, it's beneficial not to only look at the latest technological craze or most disruptive businesses. As Amazon founder Jeff Bezos ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/25/3-stocks-you-can-keep-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","SBUX":"星巴克","HD":"家得宝"},"source_url":"https://www.fool.com/investing/2021/06/25/3-stocks-you-can-keep-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146107083","content_text":"When looking for investments that have the potential to be held forever, it's beneficial not to only look at the latest technological craze or most disruptive businesses. As Amazon founder Jeff Bezos believes, the focus should be on what stays the same, as opposed to what we think might change in the future. \nThis means that sticking to boring, steady, and predictable companies can be a worthwhile strategy. Fitting this description, here are three stocks you can keep forever.\nImage source: Getty Images.\n1. Costco Wholesale\nCostco Wholesale (NASDAQ:COST), with its 809 warehouses around the world, generated sales of $44.4 billion in the most recent quarter, a 21.7% jump from the prior-year period. As one of the world's largest retailers, Costco was a mission-critical business during the onset of the coronavirus pandemic. Consumers visited stores to shop for everything from cleaning supplies to food. \nThe company's operations haven't changed much over time, and they likely won't anytime soon. Even e-commerce sales, which expanded rapidly over the past year and grew 41.2% in the most recent quarter, are slowing down. During the month of May, online revenue rose just 12.1%, signaling that shoppers are able and willing to transact more in person now. \nCostco is a recession-proof business that does well in good and bad economic times, which provides the safety investors want in a forever stock. Moreover, the reliance on membership fees, of which Costco generated $901 million last quarter, allows the company to keep prices very low. As of March 31, Costco had 109.8 million membership cardholders. \nCostco has and will continue to gain from its relentless focus to pass on savings to customers. This consumer-friendly fixation makes it difficult for rivals to compete and makes the business that much more loved by its shoppers. \n2. Home Depot\nHome Depot (NYSE:HD) has grown to a $331 billion business because people love to spend on their homes. Again, this facet of human nature will never change, and it was on full display over the past year. Home Depot's revenue in fiscal 2020 increased 19.9%, the fastest annual gain in at least a decade. As consumers spent more time indoors and shifted spending away from travel, entertainment, and leisure, Home Depot benefited greatly. \nAnd even as we slowly recover from the pandemic, the momentum is still strong. Same-store sales (or comps) in the most recent quarter shot up 31%, continuing an acceleration over the past four quarters. The housing market is on fire, supported by still historically low interest rates and rising home prices, all of which support demand for Home Depot's products. \nThe company serves both do-it-yourself (DIY) and professional (Pro) customers. The former outperformed during 2020, but the latter is reemerging as a real growth driver as people require work on bigger projects and are more comfortable allowing contractors into their homes. Additionally, a seamless omnichannel approach allows customers to shop Home Depot in whatever manner they like. In the most recent quarter, 55% of online orders were actually fulfilled at a store. \nHome Depot paid $1.8 billion in dividends in the first quarter, and also bought back $4 billion worth of shares. Focusing on returning excess cash to shareholders further boosts investor returns. \n3. Starbucks\nStarbucks (NASDAQ:SBUX), the ubiquitous coffeehouse chain with nearly 33,000 locations worldwide, is arguably an even more important part of people's daily lives than the previous two companies. Americans (and the rest of the world) need their caffeine fix, and Starbucks is there to deliver. \nThe business is back to registering growth in the U.S. following a huge slowdown last year. With 22.9 million active rewards members, Starbucks' top-notch loyalty program encourages repeat business. In the most recent quarter, a whopping 52% of sales at U.S. company-operated stores were from these rewards-program customers. \nYou may think there isn't much growth left for this powerful brand that already has stores basically everywhere, but think again. During the investor day presentation last December, CFO Patrick Grismer claimed that by 2030, Starbucks plans to have 55,000 outlets in 100 markets globally. This 67% increase would make it the largest restaurant chain in the world. With revenue of $23.8 billion over the past 12 months, this ambitious goal should certainly boost that number significantly. \nExpect China, where comps soared 91% in the most recent quarter, to be a major growth driver going forward. Starbucks plans to open 600 net new stores in the country just in this fiscal year. \nBoring is beautiful \nAll three of these companies are absolutely essential in their customers' lives. Without Costco, Home Depot, or Starbucks, people wouldn't be able to get the things they desperately need. Furthermore, they all benefit from strong competitive advantages that protect them from rival firms. \nIn the future, we know with a high level of confidence that the products that these businesses sell will still be in high demand. This is the primary reason why they are three stocks you can keep forever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":124724553,"gmtCreate":1624795869072,"gmtModify":1703845249933,"author":{"id":"4087879213213080","authorId":"4087879213213080","name":"M26NWL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087879213213080","authorIdStr":"4087879213213080"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124724553","repostId":"1100357819","repostType":4,"repost":{"id":"1100357819","kind":"news","pubTimestamp":1624631602,"share":"https://ttm.financial/m/news/1100357819?lang=&edition=fundamental","pubTime":"2021-06-25 22:33","market":"us","language":"en","title":"Three reasons why analysts view Google’s delayed cookie change as good news for ad tech stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1100357819","media":"cnbc","summary":"Googlesaid Thursday it waspushing backits timeline to kill third-party tracking cookies, sending ad ","content":"<div>\n<p>Googlesaid Thursday it waspushing backits timeline to kill third-party tracking cookies, sending ad tech stocks flying. Though the change is still slated to happen in 2023, analysts say more time is a...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/25/three-reasons-analysts-view-googles-delayed-cookie-change-as-good-news-for-ad-tech-stocks.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Three reasons why analysts view Google’s delayed cookie change as good news for ad tech stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThree reasons why analysts view Google’s delayed cookie change as good news for ad tech stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 22:33 GMT+8 <a href=https://www.cnbc.com/2021/06/25/three-reasons-analysts-view-googles-delayed-cookie-change-as-good-news-for-ad-tech-stocks.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Googlesaid Thursday it waspushing backits timeline to kill third-party tracking cookies, sending ad tech stocks flying. Though the change is still slated to happen in 2023, analysts say more time is a...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/25/three-reasons-analysts-view-googles-delayed-cookie-change-as-good-news-for-ad-tech-stocks.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.cnbc.com/2021/06/25/three-reasons-analysts-view-googles-delayed-cookie-change-as-good-news-for-ad-tech-stocks.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1100357819","content_text":"Googlesaid Thursday it waspushing backits timeline to kill third-party tracking cookies, sending ad tech stocks flying. Though the change is still slated to happen in 2023, analysts say more time is a positive for players likeThe Trade DeskandCriteo.\nCookies are small pieces of code that websites deliver to a visitor’s browser and stick around as the person visits other sites. They can be used to track users across multiple sites to target ads and see how they perform. Googlesaid last yearit would end support for those cookies in Chrome by early 2022 once it figured out how to address the needs of users, publishers and advertisers and come up with tools to mitigate workarounds. But this week, Googleupdated that timeline, saying in a blog post that it was clear more time was needed.\n“We believe this is ... good news for ad tech stocks, as it removes a near-term overhang, pushing it out by up to two years, with further delays possible,” Macquarie analysts wrote Thursday.\nThe Trade Desk surged 16% Thursday. Magnite closed up 8% Thursday. Criteo jumped to a new 52-week-high Friday, up 1% after closing 12% higher Thursday.\nHere are three ways analysts see the change as a positive for ad tech stocks:\nMore time to diversify revenue away from cookies\nNeedham analysts wrote that the delay impacts the allocation of $400 billion dollars a year globally of digital ad revenue between walled gardens like Google andFacebookand open internet ad tech companies like The Trade Desk or Magnite. They wrote that the delay means cookie-based revenues at those open internet companies will be lesser at the time of the change. Companies like The Trade Desk and Magnite have a growing presence in connected TV, a sector that’s not impacted by the cookie change.\nKeybanc analysts agree the updated timeline gives companies more time to grow in cookie-free channels like CTV.\n“By the time 3P cookies are deprecated, we believe there is a strong likelihood advertisers and AdTech providers will have lower revenue exposures to 3P cookies and face minimal (if any) business disruption,” they wrote.\nTargeting alternatives have more time\nAd tech firms and industry bodies have been working together on other types of solutions for a post-cookie future. Unified ID 2.0,an initiativethat some top ad-tech firms are working on together, would rely on email addresses that are hashed and encrypted from consumers who give their consent. Public companyLiveRampalso has what it callsits “Authenticated Traffic Solution,”which it says involves consumers opting in to gain control of their data, and on the other side, brands and publishers being able to use that data.\nAnalysts said the delay means more time for these alternatives to gain traction.\n“People-based targeting substitutes to Cookies, such as Unified ID 2.0 and ATS, will now have 2 additional years to aggregate consumers and ecosystem partners,” Needham analysts wrote.\nTruist analysts agreed.\n“A delay in cookie deprecation should give TTD and others more time to refine their offering, attract more partners and increase adoption, in our view,” they wrote.\nPotential of more delays\nU.K. antitrust authorities said earlier this year they areinvestigatingwhether the plan to remove third-party cookies from Chrome could hurt online ad competition. The Competition and Markets Authority said it will look into whether Google’s plans could cause advertisers to shift spend to Google’s own tools at the expense of its competitors.\n“Subject to our engagement with the United Kingdom’s Competition and Markets Authority (CMA) and in line with thecommitmentswe have offered, Chrome could then phase out third-party cookies over a three month period, starting in mid-2023 and ending in late 2023,” Google’s post Thursday said.\nBut Needham analysts seem skeptical about that timeline.\n“We believe late 2023 will not be long enough since the UK’s Competition and Markets Authority (CMA) has agreed to oversee and approve any Chrome changes,” they wrote. “Google said its new timeline was in line with this UK settlement agreement, but our view is that 2 years is too fast for governments to accomplish such a large economic transfer of wealth, such as reallocating economics between Walled Gardens and the Open Internet. Since politicians are victims of every group that’s injured in the change, we think this increases the likelihood that it takes longer than 2 years and/or that it never happens.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124726016,"gmtCreate":1624795531435,"gmtModify":1703845243951,"author":{"id":"4087879213213080","authorId":"4087879213213080","name":"M26NWL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087879213213080","authorIdStr":"4087879213213080"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124726016","repostId":"2146107083","repostType":4,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}