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2021-08-13

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5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On Now

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While publicly they sometimes seem reluctant to discuss their holdings, especially stocks they are short sellers of, the reality is that managers tend to talk among themselves as they run in the same circles, and often the discussions are centered on their portfolios and what is in them.</p>\n<p>In a new research report, Savita Subramanian, the superb BofA Securities equity and quant strategist, and her team look at mutual fund and hedge fund holdings. As per usual, many of the top stocks are incredibly crowded. The report said this about current conditions:</p>\n<blockquote>\n Several of the largest stay-at-home beneficiaries are more crowded by funds today than a year ago: The world looks completely different than a year ago. A year ago, the consumer heavily relied on e-commerce and shifted their consumption from services to goods. But today, reopening is well underway and the consumer is increasing their services consumption (sometimes at the expense of goods), hitting e-commerce.We were interested in the stocks that fund managers with the highest relative overweight percentage in their portfolios, and the five stocks that lead that category are very strong ideas for growth investors with a degree of risk tolerance. Portfolio weight is the percentage of an investment portfolio that a particular holding or type of holding comprises. The most basic way to determine the weight of an asset is by dividing the dollar value of a security by the total dollar value of the portfolio.\n</blockquote>\n<p></p>\n<p>The five stocks are listed here in order of the highest relative weighting by fund managers, and they all have Buy ratings at top Wall Street firms. It is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p>\n<p><a href=\"https://laohu8.com/S/BHGE\">Baker Hughes</a></p>\n<p>This somewhat contrarian play makes sense for investors looking for quality energy exposure. <a href=\"https://laohu8.com/S/BHI\">Baker Hughes</a> Co. (NYSE: BKR) is an international industrial service company and <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world’s largest oil field services companies. It provides the oil and gas industry with products and services for oil drilling, formation evaluation, completion, production and reservoir consulting. It is the second-largest oilfield services and equipment company in the world by market cap.</p>\n<p><a href=\"https://laohu8.com/S/BKR\">Baker Hughes</a> prides itself on being a self-described energy technology company that provides solutions to energy and industrial customers worldwide. Built on a century of experience and with operations in over 120 countries, the firm’s innovative technologies and services are taking energy forward.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> has a Buy rating and said this recently:</p>\n<blockquote>\n Baker Hughes is the core equipment provider and has 90%+ market share in the global LNG liquefaction development market, which we expect will drive EBITDA and margin growth.\n</blockquote>\n<p>Fund managers have a 3.35% relative weighting on this one. Shareholders receive a 3.05% dividend. The $29 Goldman Sachs price target for Baker Hughes stock compares with a $27.90 consensus target and a Wednesday’s closing print of $21.51.</p>\n<p><a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a></p>\n<p>The remains a favorite destination for those looking to eat out, and the stock is a top pick across Wall Street. Chipotle Mexican Grill Inc. (NYSE: CMG) operates more than 2,400 fast-casual Mexican restaurants offering freshly made burritos, tacos, burrito bowls and salads.</p>\n<p>It is 100% company-operated and runs average unit volumes much higher than peers. The company has established a strong foundation with a focus on operations, supply chain and marketing over the past two years. The digital transformation brought about by the pandemic allows Chipotle to leverage its digital ecosystem, the strong mobile app, a rapidly growing loyalty program with over 20 million members in just two years, and third-party delivery and digital drive-thrus continue to drive top-line growth and improving margins.</p>\n<p>Chipotle Mexican Grill posted incredible second-quarter results, beating Wall Street’s forecasts for both the top and bottom lines. Sales at restaurants open at least a year grew more than 31%, also coming in ahead of expectations. Many across Wall Street raised their price targets on the stock after the report.</p>\n<p>Fund managers have a 2.64% relative weighting. Baird has a price target of $2,150 for Chipotle Mexican Grill stock, while the consensus target is $1,769.72. Wednesday’s closing price was $1,855.46 a share.</p>\n<p><a href=\"https://laohu8.com/S/EOG\">EOG Resources</a></p>\n<p>This leading energy firm shows up well on many Wall Street screens. EOG Resources Inc. (NYSE: EOG) is one of the largest independent exploration and production companies operating in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States, Canada, Trinidad, the <a href=\"https://laohu8.com/S/UBCP\">United</a> Kingdom and <a href=\"https://laohu8.com/S/CAAS\">China</a>.</p>\n<p>The stock was hit hard earlier this summer and offering an outstanding entry point for investors looking for quality ideas in the sector. EOG has secured four years of drilling permits, while retaining flexibility to reallocate resources to other parts of the portfolio and off federal property. EOG has 3000 locations not on federal lands, which most on Wall Street expect to expand through its exploration.</p>\n<p>Fund managers have a 2.55% relative weighting. Shareholders receive a 2.38% dividend. The price target at Piper Sandler is a whopping $110. The posted consensus target is $97.53, and EOG Resources stock closed at $69.46 on Tuesday.</p>\n<p>Carrier Global</p>\n<p>This huge corporation might be a big beneficiary of an infrastructure build-out. Carrier Global Corp. (NYSE: CARR) provides heating, ventilating and air conditioning (HVAC), as well as refrigeration, fire, security and building automation technologies, worldwide.</p>\n<p>The HVAC segment provides products, controls, services and solutions to meet the heating and cooling needs of residential and commercial customers.&nbsp;Its products include air conditioners, heating systems, controls and aftermarket components, as well as aftermarket repair and maintenance services and building automation solutions.</p>\n<p>The Refrigeration segment offers transport refrigeration products and services, including refrigeration and monitoring systems for trucks, trailers, shipping containers, intermodal and rail, as well as commercial refrigeration solutions, such as refrigerated cabinets, freezers, systems and controls.</p>\n<p>The Fire &amp; Security segment provides various residential and building systems, including fire, flame, gas, smoke and carbon monoxide detection; portable fire extinguishers; fire suppression systems; intruder alarms; access control systems; video management systems; and electronic controls. Its other fire and security service offerings comprise audit, design, installation and system integration, as well as aftermarket maintenance and repair and monitoring services.</p>\n<p>Fund managers have a 2.53% relative weighting here. Carrier Global stock investors receive a 0.84% dividend. The Stephens price target of $65 is well above the $52.06 consensus target. Wednesday’s closing share price was $56.89.</p>\n<p>Netflix</p>\n<p>This Wall Street darling and FANG constituent offers a great entry point after selling off from all-time highs back in January, and it is on the firm’s US 1 list.&nbsp;Netflix Inc. (NASDAQ: NFLX) is the world’s leading internet television network, with more than 120 million members in over 190 countries enjoying more than 125 million hours of TV shows and movies per day, including original series, documentaries and feature films.</p>\n<p>Members can watch as much as they want, anytime, anywhere, on nearly any internet-connected screen. Members can play, pause and resume watching, all without commercials or commitments.&nbsp;Netflix is available on virtually any device with an internet connection, including personal computers, tablets, smartphones, smart TVs and game consoles, and it automatically provides the best possible streaming quality based on the available bandwidth.</p>\n<p>Many titles, including Netflix original series and films, are available in high-definition with Dolby Digital Plus 5.1 surround sound and some in Ultra HD 4K. It appears Netflix may be cracking down on password sharing. Many on Wall Street view such crackdowns as a tailwind, and Netflix is in a strong position to continue price increases this year.</p>\n<p>Fund managers have a 2.52% relative weighting. The BofA Securities price target is $680. The consensus target is $613.68, and Netflix stock closed most recently at $512.40.</p>\n<p>These five stocks have the highest relative portfolio weightings for active fund managers. Given that the market continues to hit new all-time highs seemingly every other day, it may make sense to buy partial positions here and see if we get a pullback in the seasonally weak time of year.</p>","source":"lsy1620372341666","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatement and always has been. While publicly they sometimes seem reluctant to discuss their holdings, ...</p>\n\n<a href=\"https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EOG":"依欧格资源","CMG":"墨式烧烤","NFLX":"奈飞","CARR":"开利全球","BKR":"贝克休斯"},"source_url":"https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101202302","content_text":"To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatement and always has been. While publicly they sometimes seem reluctant to discuss their holdings, especially stocks they are short sellers of, the reality is that managers tend to talk among themselves as they run in the same circles, and often the discussions are centered on their portfolios and what is in them.\nIn a new research report, Savita Subramanian, the superb BofA Securities equity and quant strategist, and her team look at mutual fund and hedge fund holdings. As per usual, many of the top stocks are incredibly crowded. The report said this about current conditions:\n\n Several of the largest stay-at-home beneficiaries are more crowded by funds today than a year ago: The world looks completely different than a year ago. A year ago, the consumer heavily relied on e-commerce and shifted their consumption from services to goods. But today, reopening is well underway and the consumer is increasing their services consumption (sometimes at the expense of goods), hitting e-commerce.We were interested in the stocks that fund managers with the highest relative overweight percentage in their portfolios, and the five stocks that lead that category are very strong ideas for growth investors with a degree of risk tolerance. Portfolio weight is the percentage of an investment portfolio that a particular holding or type of holding comprises. The most basic way to determine the weight of an asset is by dividing the dollar value of a security by the total dollar value of the portfolio.\n\n\nThe five stocks are listed here in order of the highest relative weighting by fund managers, and they all have Buy ratings at top Wall Street firms. It is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.\nBaker Hughes\nThis somewhat contrarian play makes sense for investors looking for quality energy exposure. Baker Hughes Co. (NYSE: BKR) is an international industrial service company and one of the world’s largest oil field services companies. It provides the oil and gas industry with products and services for oil drilling, formation evaluation, completion, production and reservoir consulting. It is the second-largest oilfield services and equipment company in the world by market cap.\nBaker Hughes prides itself on being a self-described energy technology company that provides solutions to energy and industrial customers worldwide. Built on a century of experience and with operations in over 120 countries, the firm’s innovative technologies and services are taking energy forward.\nGoldman Sachs has a Buy rating and said this recently:\n\n Baker Hughes is the core equipment provider and has 90%+ market share in the global LNG liquefaction development market, which we expect will drive EBITDA and margin growth.\n\nFund managers have a 3.35% relative weighting on this one. Shareholders receive a 3.05% dividend. The $29 Goldman Sachs price target for Baker Hughes stock compares with a $27.90 consensus target and a Wednesday’s closing print of $21.51.\nChipotle Mexican Grill\nThe remains a favorite destination for those looking to eat out, and the stock is a top pick across Wall Street. Chipotle Mexican Grill Inc. (NYSE: CMG) operates more than 2,400 fast-casual Mexican restaurants offering freshly made burritos, tacos, burrito bowls and salads.\nIt is 100% company-operated and runs average unit volumes much higher than peers. The company has established a strong foundation with a focus on operations, supply chain and marketing over the past two years. The digital transformation brought about by the pandemic allows Chipotle to leverage its digital ecosystem, the strong mobile app, a rapidly growing loyalty program with over 20 million members in just two years, and third-party delivery and digital drive-thrus continue to drive top-line growth and improving margins.\nChipotle Mexican Grill posted incredible second-quarter results, beating Wall Street’s forecasts for both the top and bottom lines. Sales at restaurants open at least a year grew more than 31%, also coming in ahead of expectations. Many across Wall Street raised their price targets on the stock after the report.\nFund managers have a 2.64% relative weighting. Baird has a price target of $2,150 for Chipotle Mexican Grill stock, while the consensus target is $1,769.72. Wednesday’s closing price was $1,855.46 a share.\nEOG Resources\nThis leading energy firm shows up well on many Wall Street screens. EOG Resources Inc. (NYSE: EOG) is one of the largest independent exploration and production companies operating in the United States, Canada, Trinidad, the United Kingdom and China.\nThe stock was hit hard earlier this summer and offering an outstanding entry point for investors looking for quality ideas in the sector. EOG has secured four years of drilling permits, while retaining flexibility to reallocate resources to other parts of the portfolio and off federal property. EOG has 3000 locations not on federal lands, which most on Wall Street expect to expand through its exploration.\nFund managers have a 2.55% relative weighting. Shareholders receive a 2.38% dividend. The price target at Piper Sandler is a whopping $110. The posted consensus target is $97.53, and EOG Resources stock closed at $69.46 on Tuesday.\nCarrier Global\nThis huge corporation might be a big beneficiary of an infrastructure build-out. Carrier Global Corp. (NYSE: CARR) provides heating, ventilating and air conditioning (HVAC), as well as refrigeration, fire, security and building automation technologies, worldwide.\nThe HVAC segment provides products, controls, services and solutions to meet the heating and cooling needs of residential and commercial customers. Its products include air conditioners, heating systems, controls and aftermarket components, as well as aftermarket repair and maintenance services and building automation solutions.\nThe Refrigeration segment offers transport refrigeration products and services, including refrigeration and monitoring systems for trucks, trailers, shipping containers, intermodal and rail, as well as commercial refrigeration solutions, such as refrigerated cabinets, freezers, systems and controls.\nThe Fire & Security segment provides various residential and building systems, including fire, flame, gas, smoke and carbon monoxide detection; portable fire extinguishers; fire suppression systems; intruder alarms; access control systems; video management systems; and electronic controls. Its other fire and security service offerings comprise audit, design, installation and system integration, as well as aftermarket maintenance and repair and monitoring services.\nFund managers have a 2.53% relative weighting here. Carrier Global stock investors receive a 0.84% dividend. The Stephens price target of $65 is well above the $52.06 consensus target. Wednesday’s closing share price was $56.89.\nNetflix\nThis Wall Street darling and FANG constituent offers a great entry point after selling off from all-time highs back in January, and it is on the firm’s US 1 list. Netflix Inc. (NASDAQ: NFLX) is the world’s leading internet television network, with more than 120 million members in over 190 countries enjoying more than 125 million hours of TV shows and movies per day, including original series, documentaries and feature films.\nMembers can watch as much as they want, anytime, anywhere, on nearly any internet-connected screen. Members can play, pause and resume watching, all without commercials or commitments. Netflix is available on virtually any device with an internet connection, including personal computers, tablets, smartphones, smart TVs and game consoles, and it automatically provides the best possible streaming quality based on the available bandwidth.\nMany titles, including Netflix original series and films, are available in high-definition with Dolby Digital Plus 5.1 surround sound and some in Ultra HD 4K. It appears Netflix may be cracking down on password sharing. Many on Wall Street view such crackdowns as a tailwind, and Netflix is in a strong position to continue price increases this year.\nFund managers have a 2.52% relative weighting. The BofA Securities price target is $680. The consensus target is $613.68, and Netflix stock closed most recently at $512.40.\nThese five stocks have the highest relative portfolio weightings for active fund managers. Given that the market continues to hit new all-time highs seemingly every other day, it may make sense to buy partial positions here and see if we get a pullback in the seasonally weak time of year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896151035,"gmtCreate":1628563349527,"gmtModify":1703508184502,"author":{"id":"4089891422736080","authorId":"4089891422736080","name":"许Kat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089891422736080","authorIdStr":"4089891422736080"},"themes":[],"htmlText":"Pse like&nbsp;","listText":"Pse like&nbsp;","text":"Pse like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896151035","repostId":"1184154044","repostType":4,"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802824445,"gmtCreate":1627766656587,"gmtModify":1703495498114,"author":{"id":"4089891422736080","authorId":"4089891422736080","name":"许Kat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089891422736080","authorIdStr":"4089891422736080"},"themes":[],"htmlText":"Thank you.&nbsp;","listText":"Thank you.&nbsp;","text":"Thank you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802824445","repostId":"1173075225","repostType":4,"repost":{"id":"1173075225","pubTimestamp":1627704977,"share":"https://ttm.financial/m/news/1173075225?lang=&edition=fundamental","pubTime":"2021-07-31 12:16","market":"us","language":"en","title":"5 Best Dividend Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=1173075225","media":"US News","summary":"In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.That hints that gains could be tougher to score in the months ahea","content":"<p>In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.</p>\n<p>That hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.</p>\n<p>If you're interested individend stocksright now, here are five that look particularly strong at the start of August:</p>\n<ul>\n <li>EPR Properties (ticker:EPR)</li>\n <li><a href=\"https://laohu8.com/S/NAVI\">Navient Corp</a>. (NAVI)</li>\n <li>Pfizer Inc. (PFE)</li>\n <li>Vedanta Ltd. (VEDL)</li>\n <li>Vistra Corp. (VST)</li>\n</ul>\n<p>[Sign up for stock news with our Invested newsletter.]</p>\n<p><b>EPR Properties (EPR)</b></p>\n<p><b>Dividend yield:</b>5.7%</p>\n<p>EPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.</p>\n<p><b>Navient Corp. (NAVI)</b></p>\n<p><b>Dividend yield:</b>3.2%</p>\n<p>Student loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&amp;P 500, even after that run.</p>\n<p><b>Pfizer Inc. (PFE)</b></p>\n<p><b>Dividend yield:</b>3.6%</p>\n<p>Big Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.</p>\n<p><b>Vedanta Ltd. (VEDL)</b></p>\n<p><b>Dividend yield:</b>5.1%</p>\n<p>Vedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.</p>\n<p><b>Vistra Corp. (VST)</b></p>\n<p><b>Dividend yield:</b>3.1%</p>\n<p>A Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.</p>","source":"lsy1627705648360","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Best Dividend Stocks to Buy in August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Best Dividend Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 12:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html><strong>US News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market ...</p>\n\n<a href=\"https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VEDL":"Vedanta  Limited","VST":"Vistra Energy Corp.","EPR":"EPR不动产","PFE":"辉瑞","NAVI":"Navient Corp"},"source_url":"https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173075225","content_text":"In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.\nThat hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.\nIf you're interested individend stocksright now, here are five that look particularly strong at the start of August:\n\nEPR Properties (ticker:EPR)\nNavient Corp. (NAVI)\nPfizer Inc. (PFE)\nVedanta Ltd. (VEDL)\nVistra Corp. (VST)\n\n[Sign up for stock news with our Invested newsletter.]\nEPR Properties (EPR)\nDividend yield:5.7%\nEPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.\nNavient Corp. (NAVI)\nDividend yield:3.2%\nStudent loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&P 500, even after that run.\nPfizer Inc. (PFE)\nDividend yield:3.6%\nBig Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains one of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.\nVedanta Ltd. (VEDL)\nDividend yield:5.1%\nVedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.\nVistra Corp. (VST)\nDividend yield:3.1%\nA Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177833092,"gmtCreate":1627193356116,"gmtModify":1703485412364,"author":{"id":"4089891422736080","authorId":"4089891422736080","name":"许Kat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089891422736080","authorIdStr":"4089891422736080"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177833092","repostId":"2153936352","repostType":4,"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174469978,"gmtCreate":1627127372194,"gmtModify":1703484601474,"author":{"id":"4089891422736080","authorId":"4089891422736080","name":"许Kat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089891422736080","authorIdStr":"4089891422736080"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174469978","repostId":"2153938547","repostType":4,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178742460,"gmtCreate":1626841108750,"gmtModify":1703766223318,"author":{"id":"4089891422736080","authorId":"4089891422736080","name":"许Kat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089891422736080","authorIdStr":"4089891422736080"},"themes":[],"htmlText":"To the moon ?","listText":"To the moon ?","text":"To the moon ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178742460","repostId":"1128230365","repostType":4,"repost":{"id":"1128230365","pubTimestamp":1626837921,"share":"https://ttm.financial/m/news/1128230365?lang=&edition=fundamental","pubTime":"2021-07-21 11:25","market":"us","language":"en","title":"Ignore Jeff Bezos Going to Space. Tesla’s Elon Musk Is the Real Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=1128230365","media":"Barrons","summary":"Investors usually want to know what the most important story of the day is, the thing responsible for driving stocks with the potential to become an investing theme that drives returns for months or years.Jeff Bezos going into space is not that thing.Sometimes, that one big thing is obvious. On Monday, it was Covid-19. The S&P 500 dropped 1.6%. The Dow Jones Industrial Average dropped more than 2%. And for good reason: The Covid-19 variants are a big deal, even if the market’s drop proves to be ","content":"<p>Investors usually want to know what the most important story of the day is, the thing responsible for driving stocks with the potential to become an investing theme that drives returns for months or years.</p>\n<p>Jeff Bezos&nbsp;going into space is not that thing.</p>\n<p>Sometimes, that one big thing is obvious. On Monday, it was Covid-19. The S&amp;P 500 dropped 1.6%. The Dow Jones Industrial Average dropped more than 2%. And for good reason: The Covid-19 variants are a big deal, even if the market’s drop proves to be another blip on the way to higher returns.</p>\n<p>Sometimes, though, investors need to know what they shouldn’t bother to care about, too. Do you know what today’s least significant story is? Amazon.com’s Jeff Bezos going into space.</p>\n<p>The successful flight was a little anti-climactic for livestream watchers. There were a lot of “woohoos” and “awesomes” uttered by the crew, even a few “amazings.” Still, 82-year old newly minted astronaut Wally Funk said “It was only about five minutes.”</p>\n<p>You wouldn’t know it from the coverage, of which I’ve been a big part. I’m addicted to stories about billionaires spending their money, a little like People magazine is addicted to the Kardashians.</p>\n<p>The Kardashian analogy is apt. The billionaire space race is entertainment for investors and little more. It’s the modern equivalent of a huge baroque garden or a Victorian menagerie complete with wild animals from India.</p>\n<p>(The post-launch press conference included its own menagerie of a sort. The New Shepard crew showed off a collection of items carried on the flight including a piece of a Wright brothers plane, a medallion from a 19th-century hot air balloon, and a pair of Amelia Earhart’s flight goggles.)</p>\n<p>Rich people spending money has always been a thing, and sometimes it benefits everyone else. People can still visit the gardens at Versailles. They are impressive, even inspiring.</p>\n<p>Everyone, including Bezos, knows the personal rocket company business is ripe for criticism. The Amazon founder admits critics of space tourism are largely right. Still, space supporters point to the potential benefits of pushing technological boundaries. The world, after all, might end up with superfast commercial jets or flying cars a generation or more down the road.</p>\n<p>But the “to be sure” of the space tourism saga isn’t the potential trickle-down technological benefits from billionaire space dalliances. Long-term technological enhancements are the theoretical reason any mania can be positive for society. The dot.com era, for instance, left us with Amazon (ticker: AMZN) and more widespread internet access.</p>\n<p>Not all manias are so giving though. The Financial Crisis was driven by financial technology—collateralized debt obligations and credit default swaps. No one is thanking their lucky stars for those products. There is no guarantee manias result in useful technology. Just look at the most recent financial innovation of zero-commission trades. It’s given us meme-stocks.</p>\n<p>But if the space race has done anything, it’s made traveling to the stars cheaper than it’s ever been. The Space Shuttle cost about $450 million a mission, according to NASA’s numbers. The orbiter itself—the spacecraft on the back of the rockets—cost about $1.7 billion. Ultimately, a generation of investing in higher-than-average cost space shuttle technology left America with movies such as Space Camp, U.S. taxpayers with a little more debt, and the lack of astronaut carrying domestic space launch capabilities for a decade.</p>\n<p>That’s changed now, but it has little to do with Bezos or Virgin Galactic’s (SPCE)Richard Branson.Instead, space lovers should thank Tesla (TSLA) and SpaceX CEO Elon Musk. He, like other billionaires, has expressed lofty goals to make humanity a multi-planetary species. Musk however isn’t going into space on a tourist flight. He’s the one that brought launch capabilities back to America by pioneering the use of reusable rockets. It is ferrying NASA astronauts to the International Space Station while launching hundreds of small satellites that offer space-based Wi-Fi to clients around the globe. Partly as a result of that decision, SpaceX is worth an estimated $74 billion in private markets.</p>\n<p>Compare that to Virgin Galactic, which is worth about $7 billion after creating what Canaccord analyst Ken Herbert described as “ Disney for the 1% of the 1%.”</p>\n<p>That sounds negative, but Herbert rates Galactic shares Buy. He believes clients should put the stock in their portfolios. And his $48 target price values Galactic at roughly $11.5 billion. There might just be a long-term business in space tourism.</p>\n<p>That illustrates the real “to be sure” of a billionaire space story. If Bezos, or Branson, wants to build an organization to take them to space, so be it. Those are high-paying jobs for bright engineers. Billionaires can do what they want with their money.</p>\n<p>Not even Amazon’s stock seems to care all that much about Bezos’s successful flight. Shares closed up about 0.7% on Tuesday, while stock in Virgin Galactic dropped 1.3%. Tesla stock rose 2.2%, rising for the second consecutive day in the run-up to reporting second-quarter numbers on July 26. The S&amp;P 500 gained 1.5%, rebounding from Monday’s Covid-19 induced selloff.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ignore Jeff Bezos Going to Space. Tesla’s Elon Musk Is the Real Winner</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\">\nIgnore Jeff Bezos Going to Space. Tesla’s Elon Musk Is the Real Winner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-jeff-bezos-space-tesla-elon-musk-spacex-51626783483?mod=hp_DAY_Theme_1_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors usually want to know what the most important story of the day is, the thing responsible for driving stocks with the potential to become an investing theme that drives returns for months or ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-jeff-bezos-space-tesla-elon-musk-spacex-51626783483?mod=hp_DAY_Theme_1_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AMZN":"亚马逊","SPCE":"维珍银河"},"source_url":"https://www.barrons.com/articles/amazon-jeff-bezos-space-tesla-elon-musk-spacex-51626783483?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128230365","content_text":"Investors usually want to know what the most important story of the day is, the thing responsible for driving stocks with the potential to become an investing theme that drives returns for months or years.\nJeff Bezos going into space is not that thing.\nSometimes, that one big thing is obvious. On Monday, it was Covid-19. The S&P 500 dropped 1.6%. The Dow Jones Industrial Average dropped more than 2%. And for good reason: The Covid-19 variants are a big deal, even if the market’s drop proves to be another blip on the way to higher returns.\nSometimes, though, investors need to know what they shouldn’t bother to care about, too. Do you know what today’s least significant story is? Amazon.com’s Jeff Bezos going into space.\nThe successful flight was a little anti-climactic for livestream watchers. There were a lot of “woohoos” and “awesomes” uttered by the crew, even a few “amazings.” Still, 82-year old newly minted astronaut Wally Funk said “It was only about five minutes.”\nYou wouldn’t know it from the coverage, of which I’ve been a big part. I’m addicted to stories about billionaires spending their money, a little like People magazine is addicted to the Kardashians.\nThe Kardashian analogy is apt. The billionaire space race is entertainment for investors and little more. It’s the modern equivalent of a huge baroque garden or a Victorian menagerie complete with wild animals from India.\n(The post-launch press conference included its own menagerie of a sort. The New Shepard crew showed off a collection of items carried on the flight including a piece of a Wright brothers plane, a medallion from a 19th-century hot air balloon, and a pair of Amelia Earhart’s flight goggles.)\nRich people spending money has always been a thing, and sometimes it benefits everyone else. People can still visit the gardens at Versailles. They are impressive, even inspiring.\nEveryone, including Bezos, knows the personal rocket company business is ripe for criticism. The Amazon founder admits critics of space tourism are largely right. Still, space supporters point to the potential benefits of pushing technological boundaries. The world, after all, might end up with superfast commercial jets or flying cars a generation or more down the road.\nBut the “to be sure” of the space tourism saga isn’t the potential trickle-down technological benefits from billionaire space dalliances. Long-term technological enhancements are the theoretical reason any mania can be positive for society. The dot.com era, for instance, left us with Amazon (ticker: AMZN) and more widespread internet access.\nNot all manias are so giving though. The Financial Crisis was driven by financial technology—collateralized debt obligations and credit default swaps. No one is thanking their lucky stars for those products. There is no guarantee manias result in useful technology. Just look at the most recent financial innovation of zero-commission trades. It’s given us meme-stocks.\nBut if the space race has done anything, it’s made traveling to the stars cheaper than it’s ever been. The Space Shuttle cost about $450 million a mission, according to NASA’s numbers. The orbiter itself—the spacecraft on the back of the rockets—cost about $1.7 billion. Ultimately, a generation of investing in higher-than-average cost space shuttle technology left America with movies such as Space Camp, U.S. taxpayers with a little more debt, and the lack of astronaut carrying domestic space launch capabilities for a decade.\nThat’s changed now, but it has little to do with Bezos or Virgin Galactic’s (SPCE)Richard Branson.Instead, space lovers should thank Tesla (TSLA) and SpaceX CEO Elon Musk. He, like other billionaires, has expressed lofty goals to make humanity a multi-planetary species. Musk however isn’t going into space on a tourist flight. He’s the one that brought launch capabilities back to America by pioneering the use of reusable rockets. It is ferrying NASA astronauts to the International Space Station while launching hundreds of small satellites that offer space-based Wi-Fi to clients around the globe. Partly as a result of that decision, SpaceX is worth an estimated $74 billion in private markets.\nCompare that to Virgin Galactic, which is worth about $7 billion after creating what Canaccord analyst Ken Herbert described as “ Disney for the 1% of the 1%.”\nThat sounds negative, but Herbert rates Galactic shares Buy. He believes clients should put the stock in their portfolios. And his $48 target price values Galactic at roughly $11.5 billion. There might just be a long-term business in space tourism.\nThat illustrates the real “to be sure” of a billionaire space story. If Bezos, or Branson, wants to build an organization to take them to space, so be it. Those are high-paying jobs for bright engineers. Billionaires can do what they want with their money.\nNot even Amazon’s stock seems to care all that much about Bezos’s successful flight. Shares closed up about 0.7% on Tuesday, while stock in Virgin Galactic dropped 1.3%. Tesla stock rose 2.2%, rising for the second consecutive day in the run-up to reporting second-quarter numbers on July 26. The S&P 500 gained 1.5%, rebounding from Monday’s Covid-19 induced selloff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":894522468,"gmtCreate":1628841684354,"gmtModify":1676529871518,"author":{"id":"4089891422736080","authorId":"4089891422736080","name":"许Kat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089891422736080","idStr":"4089891422736080"},"themes":[],"htmlText":"Like pse","listText":"Like pse","text":"Like pse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/894522468","repostId":"1101202302","repostType":4,"repost":{"id":"1101202302","pubTimestamp":1628824140,"share":"https://ttm.financial/m/news/1101202302?lang=&edition=fundamental","pubTime":"2021-08-13 11:09","market":"us","language":"en","title":"5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1101202302","media":"24/7 wall street","summary":"To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatem","content":"<p>To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatement and always has been. While publicly they sometimes seem reluctant to discuss their holdings, especially stocks they are short sellers of, the reality is that managers tend to talk among themselves as they run in the same circles, and often the discussions are centered on their portfolios and what is in them.</p>\n<p>In a new research report, Savita Subramanian, the superb BofA Securities equity and quant strategist, and her team look at mutual fund and hedge fund holdings. As per usual, many of the top stocks are incredibly crowded. The report said this about current conditions:</p>\n<blockquote>\n Several of the largest stay-at-home beneficiaries are more crowded by funds today than a year ago: The world looks completely different than a year ago. A year ago, the consumer heavily relied on e-commerce and shifted their consumption from services to goods. But today, reopening is well underway and the consumer is increasing their services consumption (sometimes at the expense of goods), hitting e-commerce.We were interested in the stocks that fund managers with the highest relative overweight percentage in their portfolios, and the five stocks that lead that category are very strong ideas for growth investors with a degree of risk tolerance. Portfolio weight is the percentage of an investment portfolio that a particular holding or type of holding comprises. The most basic way to determine the weight of an asset is by dividing the dollar value of a security by the total dollar value of the portfolio.\n</blockquote>\n<p></p>\n<p>The five stocks are listed here in order of the highest relative weighting by fund managers, and they all have Buy ratings at top Wall Street firms. It is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p>\n<p><a href=\"https://laohu8.com/S/BHGE\">Baker Hughes</a></p>\n<p>This somewhat contrarian play makes sense for investors looking for quality energy exposure. <a href=\"https://laohu8.com/S/BHI\">Baker Hughes</a> Co. (NYSE: BKR) is an international industrial service company and <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world’s largest oil field services companies. It provides the oil and gas industry with products and services for oil drilling, formation evaluation, completion, production and reservoir consulting. It is the second-largest oilfield services and equipment company in the world by market cap.</p>\n<p><a href=\"https://laohu8.com/S/BKR\">Baker Hughes</a> prides itself on being a self-described energy technology company that provides solutions to energy and industrial customers worldwide. Built on a century of experience and with operations in over 120 countries, the firm’s innovative technologies and services are taking energy forward.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> has a Buy rating and said this recently:</p>\n<blockquote>\n Baker Hughes is the core equipment provider and has 90%+ market share in the global LNG liquefaction development market, which we expect will drive EBITDA and margin growth.\n</blockquote>\n<p>Fund managers have a 3.35% relative weighting on this one. Shareholders receive a 3.05% dividend. The $29 Goldman Sachs price target for Baker Hughes stock compares with a $27.90 consensus target and a Wednesday’s closing print of $21.51.</p>\n<p><a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a></p>\n<p>The remains a favorite destination for those looking to eat out, and the stock is a top pick across Wall Street. Chipotle Mexican Grill Inc. (NYSE: CMG) operates more than 2,400 fast-casual Mexican restaurants offering freshly made burritos, tacos, burrito bowls and salads.</p>\n<p>It is 100% company-operated and runs average unit volumes much higher than peers. The company has established a strong foundation with a focus on operations, supply chain and marketing over the past two years. The digital transformation brought about by the pandemic allows Chipotle to leverage its digital ecosystem, the strong mobile app, a rapidly growing loyalty program with over 20 million members in just two years, and third-party delivery and digital drive-thrus continue to drive top-line growth and improving margins.</p>\n<p>Chipotle Mexican Grill posted incredible second-quarter results, beating Wall Street’s forecasts for both the top and bottom lines. Sales at restaurants open at least a year grew more than 31%, also coming in ahead of expectations. Many across Wall Street raised their price targets on the stock after the report.</p>\n<p>Fund managers have a 2.64% relative weighting. Baird has a price target of $2,150 for Chipotle Mexican Grill stock, while the consensus target is $1,769.72. Wednesday’s closing price was $1,855.46 a share.</p>\n<p><a href=\"https://laohu8.com/S/EOG\">EOG Resources</a></p>\n<p>This leading energy firm shows up well on many Wall Street screens. EOG Resources Inc. (NYSE: EOG) is one of the largest independent exploration and production companies operating in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States, Canada, Trinidad, the <a href=\"https://laohu8.com/S/UBCP\">United</a> Kingdom and <a href=\"https://laohu8.com/S/CAAS\">China</a>.</p>\n<p>The stock was hit hard earlier this summer and offering an outstanding entry point for investors looking for quality ideas in the sector. EOG has secured four years of drilling permits, while retaining flexibility to reallocate resources to other parts of the portfolio and off federal property. EOG has 3000 locations not on federal lands, which most on Wall Street expect to expand through its exploration.</p>\n<p>Fund managers have a 2.55% relative weighting. Shareholders receive a 2.38% dividend. The price target at Piper Sandler is a whopping $110. The posted consensus target is $97.53, and EOG Resources stock closed at $69.46 on Tuesday.</p>\n<p>Carrier Global</p>\n<p>This huge corporation might be a big beneficiary of an infrastructure build-out. Carrier Global Corp. (NYSE: CARR) provides heating, ventilating and air conditioning (HVAC), as well as refrigeration, fire, security and building automation technologies, worldwide.</p>\n<p>The HVAC segment provides products, controls, services and solutions to meet the heating and cooling needs of residential and commercial customers.&nbsp;Its products include air conditioners, heating systems, controls and aftermarket components, as well as aftermarket repair and maintenance services and building automation solutions.</p>\n<p>The Refrigeration segment offers transport refrigeration products and services, including refrigeration and monitoring systems for trucks, trailers, shipping containers, intermodal and rail, as well as commercial refrigeration solutions, such as refrigerated cabinets, freezers, systems and controls.</p>\n<p>The Fire &amp; Security segment provides various residential and building systems, including fire, flame, gas, smoke and carbon monoxide detection; portable fire extinguishers; fire suppression systems; intruder alarms; access control systems; video management systems; and electronic controls. Its other fire and security service offerings comprise audit, design, installation and system integration, as well as aftermarket maintenance and repair and monitoring services.</p>\n<p>Fund managers have a 2.53% relative weighting here. Carrier Global stock investors receive a 0.84% dividend. The Stephens price target of $65 is well above the $52.06 consensus target. Wednesday’s closing share price was $56.89.</p>\n<p>Netflix</p>\n<p>This Wall Street darling and FANG constituent offers a great entry point after selling off from all-time highs back in January, and it is on the firm’s US 1 list.&nbsp;Netflix Inc. (NASDAQ: NFLX) is the world’s leading internet television network, with more than 120 million members in over 190 countries enjoying more than 125 million hours of TV shows and movies per day, including original series, documentaries and feature films.</p>\n<p>Members can watch as much as they want, anytime, anywhere, on nearly any internet-connected screen. Members can play, pause and resume watching, all without commercials or commitments.&nbsp;Netflix is available on virtually any device with an internet connection, including personal computers, tablets, smartphones, smart TVs and game consoles, and it automatically provides the best possible streaming quality based on the available bandwidth.</p>\n<p>Many titles, including Netflix original series and films, are available in high-definition with Dolby Digital Plus 5.1 surround sound and some in Ultra HD 4K. It appears Netflix may be cracking down on password sharing. Many on Wall Street view such crackdowns as a tailwind, and Netflix is in a strong position to continue price increases this year.</p>\n<p>Fund managers have a 2.52% relative weighting. The BofA Securities price target is $680. The consensus target is $613.68, and Netflix stock closed most recently at $512.40.</p>\n<p>These five stocks have the highest relative portfolio weightings for active fund managers. Given that the market continues to hit new all-time highs seemingly every other day, it may make sense to buy partial positions here and see if we get a pullback in the seasonally weak time of year.</p>","source":"lsy1620372341666","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatement and always has been. While publicly they sometimes seem reluctant to discuss their holdings, ...</p>\n\n<a href=\"https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EOG":"依欧格资源","CMG":"墨式烧烤","NFLX":"奈飞","CARR":"开利全球","BKR":"贝克休斯"},"source_url":"https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101202302","content_text":"To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatement and always has been. While publicly they sometimes seem reluctant to discuss their holdings, especially stocks they are short sellers of, the reality is that managers tend to talk among themselves as they run in the same circles, and often the discussions are centered on their portfolios and what is in them.\nIn a new research report, Savita Subramanian, the superb BofA Securities equity and quant strategist, and her team look at mutual fund and hedge fund holdings. As per usual, many of the top stocks are incredibly crowded. The report said this about current conditions:\n\n Several of the largest stay-at-home beneficiaries are more crowded by funds today than a year ago: The world looks completely different than a year ago. A year ago, the consumer heavily relied on e-commerce and shifted their consumption from services to goods. But today, reopening is well underway and the consumer is increasing their services consumption (sometimes at the expense of goods), hitting e-commerce.We were interested in the stocks that fund managers with the highest relative overweight percentage in their portfolios, and the five stocks that lead that category are very strong ideas for growth investors with a degree of risk tolerance. Portfolio weight is the percentage of an investment portfolio that a particular holding or type of holding comprises. The most basic way to determine the weight of an asset is by dividing the dollar value of a security by the total dollar value of the portfolio.\n\n\nThe five stocks are listed here in order of the highest relative weighting by fund managers, and they all have Buy ratings at top Wall Street firms. It is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.\nBaker Hughes\nThis somewhat contrarian play makes sense for investors looking for quality energy exposure. Baker Hughes Co. (NYSE: BKR) is an international industrial service company and one of the world’s largest oil field services companies. It provides the oil and gas industry with products and services for oil drilling, formation evaluation, completion, production and reservoir consulting. It is the second-largest oilfield services and equipment company in the world by market cap.\nBaker Hughes prides itself on being a self-described energy technology company that provides solutions to energy and industrial customers worldwide. Built on a century of experience and with operations in over 120 countries, the firm’s innovative technologies and services are taking energy forward.\nGoldman Sachs has a Buy rating and said this recently:\n\n Baker Hughes is the core equipment provider and has 90%+ market share in the global LNG liquefaction development market, which we expect will drive EBITDA and margin growth.\n\nFund managers have a 3.35% relative weighting on this one. Shareholders receive a 3.05% dividend. The $29 Goldman Sachs price target for Baker Hughes stock compares with a $27.90 consensus target and a Wednesday’s closing print of $21.51.\nChipotle Mexican Grill\nThe remains a favorite destination for those looking to eat out, and the stock is a top pick across Wall Street. Chipotle Mexican Grill Inc. (NYSE: CMG) operates more than 2,400 fast-casual Mexican restaurants offering freshly made burritos, tacos, burrito bowls and salads.\nIt is 100% company-operated and runs average unit volumes much higher than peers. The company has established a strong foundation with a focus on operations, supply chain and marketing over the past two years. The digital transformation brought about by the pandemic allows Chipotle to leverage its digital ecosystem, the strong mobile app, a rapidly growing loyalty program with over 20 million members in just two years, and third-party delivery and digital drive-thrus continue to drive top-line growth and improving margins.\nChipotle Mexican Grill posted incredible second-quarter results, beating Wall Street’s forecasts for both the top and bottom lines. Sales at restaurants open at least a year grew more than 31%, also coming in ahead of expectations. Many across Wall Street raised their price targets on the stock after the report.\nFund managers have a 2.64% relative weighting. Baird has a price target of $2,150 for Chipotle Mexican Grill stock, while the consensus target is $1,769.72. Wednesday’s closing price was $1,855.46 a share.\nEOG Resources\nThis leading energy firm shows up well on many Wall Street screens. EOG Resources Inc. (NYSE: EOG) is one of the largest independent exploration and production companies operating in the United States, Canada, Trinidad, the United Kingdom and China.\nThe stock was hit hard earlier this summer and offering an outstanding entry point for investors looking for quality ideas in the sector. EOG has secured four years of drilling permits, while retaining flexibility to reallocate resources to other parts of the portfolio and off federal property. EOG has 3000 locations not on federal lands, which most on Wall Street expect to expand through its exploration.\nFund managers have a 2.55% relative weighting. Shareholders receive a 2.38% dividend. The price target at Piper Sandler is a whopping $110. The posted consensus target is $97.53, and EOG Resources stock closed at $69.46 on Tuesday.\nCarrier Global\nThis huge corporation might be a big beneficiary of an infrastructure build-out. Carrier Global Corp. (NYSE: CARR) provides heating, ventilating and air conditioning (HVAC), as well as refrigeration, fire, security and building automation technologies, worldwide.\nThe HVAC segment provides products, controls, services and solutions to meet the heating and cooling needs of residential and commercial customers. Its products include air conditioners, heating systems, controls and aftermarket components, as well as aftermarket repair and maintenance services and building automation solutions.\nThe Refrigeration segment offers transport refrigeration products and services, including refrigeration and monitoring systems for trucks, trailers, shipping containers, intermodal and rail, as well as commercial refrigeration solutions, such as refrigerated cabinets, freezers, systems and controls.\nThe Fire & Security segment provides various residential and building systems, including fire, flame, gas, smoke and carbon monoxide detection; portable fire extinguishers; fire suppression systems; intruder alarms; access control systems; video management systems; and electronic controls. Its other fire and security service offerings comprise audit, design, installation and system integration, as well as aftermarket maintenance and repair and monitoring services.\nFund managers have a 2.53% relative weighting here. Carrier Global stock investors receive a 0.84% dividend. The Stephens price target of $65 is well above the $52.06 consensus target. Wednesday’s closing share price was $56.89.\nNetflix\nThis Wall Street darling and FANG constituent offers a great entry point after selling off from all-time highs back in January, and it is on the firm’s US 1 list. Netflix Inc. (NASDAQ: NFLX) is the world’s leading internet television network, with more than 120 million members in over 190 countries enjoying more than 125 million hours of TV shows and movies per day, including original series, documentaries and feature films.\nMembers can watch as much as they want, anytime, anywhere, on nearly any internet-connected screen. Members can play, pause and resume watching, all without commercials or commitments. Netflix is available on virtually any device with an internet connection, including personal computers, tablets, smartphones, smart TVs and game consoles, and it automatically provides the best possible streaming quality based on the available bandwidth.\nMany titles, including Netflix original series and films, are available in high-definition with Dolby Digital Plus 5.1 surround sound and some in Ultra HD 4K. It appears Netflix may be cracking down on password sharing. Many on Wall Street view such crackdowns as a tailwind, and Netflix is in a strong position to continue price increases this year.\nFund managers have a 2.52% relative weighting. The BofA Securities price target is $680. The consensus target is $613.68, and Netflix stock closed most recently at $512.40.\nThese five stocks have the highest relative portfolio weightings for active fund managers. Given that the market continues to hit new all-time highs seemingly every other day, it may make sense to buy partial positions here and see if we get a pullback in the seasonally weak time of year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896151035,"gmtCreate":1628563349527,"gmtModify":1703508184502,"author":{"id":"4089891422736080","authorId":"4089891422736080","name":"许Kat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089891422736080","idStr":"4089891422736080"},"themes":[],"htmlText":"Pse like&nbsp;","listText":"Pse like&nbsp;","text":"Pse like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896151035","repostId":"1184154044","repostType":4,"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174469978,"gmtCreate":1627127372194,"gmtModify":1703484601474,"author":{"id":"4089891422736080","authorId":"4089891422736080","name":"许Kat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089891422736080","idStr":"4089891422736080"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174469978","repostId":"2153938547","repostType":4,"repost":{"id":"2153938547","pubTimestamp":1627085070,"share":"https://ttm.financial/m/news/2153938547?lang=&edition=fundamental","pubTime":"2021-07-24 08:04","market":"us","language":"en","title":"What will Apple say about the next iPhone at earnings time? Maybe more than usual","url":"https://stock-news.laohu8.com/highlight/detail?id=2153938547","media":"MarketWatch","summary":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few mo","content":"<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p>\n<p>The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p>\n<p>Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p>\n<p>The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p>\n<p>\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p>\n<p>The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p>\n<p>The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p>\n<p><b>What to watch for</b></p>\n<p><b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p>\n<p><b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p>\n<p>On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p>\n<p><b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p>\n<p>Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p>\n<p><b>What else to watch for</b></p>\n<p>Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p>\n<p>Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p>\n<p>\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p>\n<p>Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p>\n<p>\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p>\n<p>UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p>\n<p>But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p>\n<p>Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p>\n<p>\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p>\n<p>The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What will Apple say about the next iPhone at earnings time? Maybe more than usual</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat will Apple say about the next iPhone at earnings time? Maybe more than usual\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in...</p>\n\n<a href=\"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153938547","content_text":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in the wireless industry likely benefited Apple's business during the June quarter.\nThe pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.\nTypically the most important tidbit coming out of fiscal third-quarter earnings, which Apple $(AAPL)$ is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.\nThe problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.\n\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nThe coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.\nThe June quarter that Apple will report Tuesday is traditionally a slower one, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.\nRevenue: The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.\nOn a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.\nStock movement: Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.\nOf the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.\nWhat else to watch for\nApple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.\nSome encouraging signals came from Verizon Communications Inc. $(VZ)$, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&T Inc. $(T)$\n\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .\nRaymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.\n\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.\nUBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.\nBut he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.\nAnother key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.\n\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"\nThe coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178742460,"gmtCreate":1626841108750,"gmtModify":1703766223318,"author":{"id":"4089891422736080","authorId":"4089891422736080","name":"许Kat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089891422736080","idStr":"4089891422736080"},"themes":[],"htmlText":"To the moon ?","listText":"To the moon ?","text":"To the moon ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178742460","repostId":"1128230365","repostType":4,"repost":{"id":"1128230365","pubTimestamp":1626837921,"share":"https://ttm.financial/m/news/1128230365?lang=&edition=fundamental","pubTime":"2021-07-21 11:25","market":"us","language":"en","title":"Ignore Jeff Bezos Going to Space. Tesla’s Elon Musk Is the Real Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=1128230365","media":"Barrons","summary":"Investors usually want to know what the most important story of the day is, the thing responsible for driving stocks with the potential to become an investing theme that drives returns for months or years.Jeff Bezos going into space is not that thing.Sometimes, that one big thing is obvious. On Monday, it was Covid-19. The S&P 500 dropped 1.6%. The Dow Jones Industrial Average dropped more than 2%. And for good reason: The Covid-19 variants are a big deal, even if the market’s drop proves to be ","content":"<p>Investors usually want to know what the most important story of the day is, the thing responsible for driving stocks with the potential to become an investing theme that drives returns for months or years.</p>\n<p>Jeff Bezos&nbsp;going into space is not that thing.</p>\n<p>Sometimes, that one big thing is obvious. On Monday, it was Covid-19. The S&amp;P 500 dropped 1.6%. The Dow Jones Industrial Average dropped more than 2%. And for good reason: The Covid-19 variants are a big deal, even if the market’s drop proves to be another blip on the way to higher returns.</p>\n<p>Sometimes, though, investors need to know what they shouldn’t bother to care about, too. Do you know what today’s least significant story is? Amazon.com’s Jeff Bezos going into space.</p>\n<p>The successful flight was a little anti-climactic for livestream watchers. There were a lot of “woohoos” and “awesomes” uttered by the crew, even a few “amazings.” Still, 82-year old newly minted astronaut Wally Funk said “It was only about five minutes.”</p>\n<p>You wouldn’t know it from the coverage, of which I’ve been a big part. I’m addicted to stories about billionaires spending their money, a little like People magazine is addicted to the Kardashians.</p>\n<p>The Kardashian analogy is apt. The billionaire space race is entertainment for investors and little more. It’s the modern equivalent of a huge baroque garden or a Victorian menagerie complete with wild animals from India.</p>\n<p>(The post-launch press conference included its own menagerie of a sort. The New Shepard crew showed off a collection of items carried on the flight including a piece of a Wright brothers plane, a medallion from a 19th-century hot air balloon, and a pair of Amelia Earhart’s flight goggles.)</p>\n<p>Rich people spending money has always been a thing, and sometimes it benefits everyone else. People can still visit the gardens at Versailles. They are impressive, even inspiring.</p>\n<p>Everyone, including Bezos, knows the personal rocket company business is ripe for criticism. The Amazon founder admits critics of space tourism are largely right. Still, space supporters point to the potential benefits of pushing technological boundaries. The world, after all, might end up with superfast commercial jets or flying cars a generation or more down the road.</p>\n<p>But the “to be sure” of the space tourism saga isn’t the potential trickle-down technological benefits from billionaire space dalliances. Long-term technological enhancements are the theoretical reason any mania can be positive for society. The dot.com era, for instance, left us with Amazon (ticker: AMZN) and more widespread internet access.</p>\n<p>Not all manias are so giving though. The Financial Crisis was driven by financial technology—collateralized debt obligations and credit default swaps. No one is thanking their lucky stars for those products. There is no guarantee manias result in useful technology. Just look at the most recent financial innovation of zero-commission trades. It’s given us meme-stocks.</p>\n<p>But if the space race has done anything, it’s made traveling to the stars cheaper than it’s ever been. The Space Shuttle cost about $450 million a mission, according to NASA’s numbers. The orbiter itself—the spacecraft on the back of the rockets—cost about $1.7 billion. Ultimately, a generation of investing in higher-than-average cost space shuttle technology left America with movies such as Space Camp, U.S. taxpayers with a little more debt, and the lack of astronaut carrying domestic space launch capabilities for a decade.</p>\n<p>That’s changed now, but it has little to do with Bezos or Virgin Galactic’s (SPCE)Richard Branson.Instead, space lovers should thank Tesla (TSLA) and SpaceX CEO Elon Musk. He, like other billionaires, has expressed lofty goals to make humanity a multi-planetary species. Musk however isn’t going into space on a tourist flight. He’s the one that brought launch capabilities back to America by pioneering the use of reusable rockets. It is ferrying NASA astronauts to the International Space Station while launching hundreds of small satellites that offer space-based Wi-Fi to clients around the globe. Partly as a result of that decision, SpaceX is worth an estimated $74 billion in private markets.</p>\n<p>Compare that to Virgin Galactic, which is worth about $7 billion after creating what Canaccord analyst Ken Herbert described as “ Disney for the 1% of the 1%.”</p>\n<p>That sounds negative, but Herbert rates Galactic shares Buy. He believes clients should put the stock in their portfolios. And his $48 target price values Galactic at roughly $11.5 billion. There might just be a long-term business in space tourism.</p>\n<p>That illustrates the real “to be sure” of a billionaire space story. If Bezos, or Branson, wants to build an organization to take them to space, so be it. Those are high-paying jobs for bright engineers. Billionaires can do what they want with their money.</p>\n<p>Not even Amazon’s stock seems to care all that much about Bezos’s successful flight. Shares closed up about 0.7% on Tuesday, while stock in Virgin Galactic dropped 1.3%. Tesla stock rose 2.2%, rising for the second consecutive day in the run-up to reporting second-quarter numbers on July 26. The S&amp;P 500 gained 1.5%, rebounding from Monday’s Covid-19 induced selloff.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ignore Jeff Bezos Going to Space. Tesla’s Elon Musk Is the Real Winner</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\">\nIgnore Jeff Bezos Going to Space. Tesla’s Elon Musk Is the Real Winner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-jeff-bezos-space-tesla-elon-musk-spacex-51626783483?mod=hp_DAY_Theme_1_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors usually want to know what the most important story of the day is, the thing responsible for driving stocks with the potential to become an investing theme that drives returns for months or ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-jeff-bezos-space-tesla-elon-musk-spacex-51626783483?mod=hp_DAY_Theme_1_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AMZN":"亚马逊","SPCE":"维珍银河"},"source_url":"https://www.barrons.com/articles/amazon-jeff-bezos-space-tesla-elon-musk-spacex-51626783483?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128230365","content_text":"Investors usually want to know what the most important story of the day is, the thing responsible for driving stocks with the potential to become an investing theme that drives returns for months or years.\nJeff Bezos going into space is not that thing.\nSometimes, that one big thing is obvious. On Monday, it was Covid-19. The S&P 500 dropped 1.6%. The Dow Jones Industrial Average dropped more than 2%. And for good reason: The Covid-19 variants are a big deal, even if the market’s drop proves to be another blip on the way to higher returns.\nSometimes, though, investors need to know what they shouldn’t bother to care about, too. Do you know what today’s least significant story is? Amazon.com’s Jeff Bezos going into space.\nThe successful flight was a little anti-climactic for livestream watchers. There were a lot of “woohoos” and “awesomes” uttered by the crew, even a few “amazings.” Still, 82-year old newly minted astronaut Wally Funk said “It was only about five minutes.”\nYou wouldn’t know it from the coverage, of which I’ve been a big part. I’m addicted to stories about billionaires spending their money, a little like People magazine is addicted to the Kardashians.\nThe Kardashian analogy is apt. The billionaire space race is entertainment for investors and little more. It’s the modern equivalent of a huge baroque garden or a Victorian menagerie complete with wild animals from India.\n(The post-launch press conference included its own menagerie of a sort. The New Shepard crew showed off a collection of items carried on the flight including a piece of a Wright brothers plane, a medallion from a 19th-century hot air balloon, and a pair of Amelia Earhart’s flight goggles.)\nRich people spending money has always been a thing, and sometimes it benefits everyone else. People can still visit the gardens at Versailles. They are impressive, even inspiring.\nEveryone, including Bezos, knows the personal rocket company business is ripe for criticism. The Amazon founder admits critics of space tourism are largely right. Still, space supporters point to the potential benefits of pushing technological boundaries. The world, after all, might end up with superfast commercial jets or flying cars a generation or more down the road.\nBut the “to be sure” of the space tourism saga isn’t the potential trickle-down technological benefits from billionaire space dalliances. Long-term technological enhancements are the theoretical reason any mania can be positive for society. The dot.com era, for instance, left us with Amazon (ticker: AMZN) and more widespread internet access.\nNot all manias are so giving though. The Financial Crisis was driven by financial technology—collateralized debt obligations and credit default swaps. No one is thanking their lucky stars for those products. There is no guarantee manias result in useful technology. Just look at the most recent financial innovation of zero-commission trades. It’s given us meme-stocks.\nBut if the space race has done anything, it’s made traveling to the stars cheaper than it’s ever been. The Space Shuttle cost about $450 million a mission, according to NASA’s numbers. The orbiter itself—the spacecraft on the back of the rockets—cost about $1.7 billion. Ultimately, a generation of investing in higher-than-average cost space shuttle technology left America with movies such as Space Camp, U.S. taxpayers with a little more debt, and the lack of astronaut carrying domestic space launch capabilities for a decade.\nThat’s changed now, but it has little to do with Bezos or Virgin Galactic’s (SPCE)Richard Branson.Instead, space lovers should thank Tesla (TSLA) and SpaceX CEO Elon Musk. He, like other billionaires, has expressed lofty goals to make humanity a multi-planetary species. Musk however isn’t going into space on a tourist flight. He’s the one that brought launch capabilities back to America by pioneering the use of reusable rockets. It is ferrying NASA astronauts to the International Space Station while launching hundreds of small satellites that offer space-based Wi-Fi to clients around the globe. Partly as a result of that decision, SpaceX is worth an estimated $74 billion in private markets.\nCompare that to Virgin Galactic, which is worth about $7 billion after creating what Canaccord analyst Ken Herbert described as “ Disney for the 1% of the 1%.”\nThat sounds negative, but Herbert rates Galactic shares Buy. He believes clients should put the stock in their portfolios. And his $48 target price values Galactic at roughly $11.5 billion. There might just be a long-term business in space tourism.\nThat illustrates the real “to be sure” of a billionaire space story. If Bezos, or Branson, wants to build an organization to take them to space, so be it. Those are high-paying jobs for bright engineers. Billionaires can do what they want with their money.\nNot even Amazon’s stock seems to care all that much about Bezos’s successful flight. Shares closed up about 0.7% on Tuesday, while stock in Virgin Galactic dropped 1.3%. Tesla stock rose 2.2%, rising for the second consecutive day in the run-up to reporting second-quarter numbers on July 26. The S&P 500 gained 1.5%, rebounding from Monday’s Covid-19 induced selloff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802824445,"gmtCreate":1627766656587,"gmtModify":1703495498114,"author":{"id":"4089891422736080","authorId":"4089891422736080","name":"许Kat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089891422736080","idStr":"4089891422736080"},"themes":[],"htmlText":"Thank you.&nbsp;","listText":"Thank you.&nbsp;","text":"Thank you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802824445","repostId":"1173075225","repostType":4,"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177833092,"gmtCreate":1627193356116,"gmtModify":1703485412364,"author":{"id":"4089891422736080","authorId":"4089891422736080","name":"许Kat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089891422736080","idStr":"4089891422736080"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177833092","repostId":"2153936352","repostType":4,"repost":{"id":"2153936352","pubTimestamp":1627180340,"share":"https://ttm.financial/m/news/2153936352?lang=&edition=fundamental","pubTime":"2021-07-25 10:32","market":"us","language":"en","title":"Will Square Be Worth More Than PayPal by 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=2153936352","media":"Motley Fool","summary":"Could the ambitious fintech company overtake the market leader?","content":"<p><b>Square</b> (NYSE:SQ) and <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> (NASDAQ:PYPL) have both generated massive returns for patient investors over the past few years. Square went public at $9 per share in late 2015, and it's now trading at around $260. PayPal, which was spun off from<b> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> </b>(NASDAQ:EBAY) earlier that year, has advanced more than 720% since its debut to over $300 per share.</p>\n<p>Square is worth nearly $120 billion as of this writing, while PayPal is worth over $350 billion. That isn't surprising, since PayPal still serves a much larger audience and operates in more countries than Square. But gazing into the future, could Square eventually match -- or even surpass -- PayPal's valuation by 2025? Let's examine both fintech companies' growth trajectories and valuations to find out.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3384d45efb17ed54b398c7dbcc043fb\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2><b>Wild ambitions vs. stable growth</b></h2>\n<p>Square and PayPal's core business models are similar. Both companies charge businesses flat fees, which vary by platform and transaction type, to process payments. Both companies offer small business loans. Square's Cash App and PayPal's Venmo both enable consumers to make peer-to-peer payments, and both companies provide branded debit cards that are linked to users' online accounts.</p>\n<p>But Square has been willing to take bolder risks than PayPal over the past few years. It expanded its services ecosystem with online payroll management services and analytics tools, and recently launched a full suite of online banking services. Square also added <b>Bitcoin</b> (CRYPTO:BTC) purchases to its Cash App in 2018, added free stock trades to the app to challenge Robinhood in 2019, and plans to add Credit Karma's tax filing services to its ecosystem in the near future.</p>\n<p>PayPal only started offering cryptocurrency trades last October, and it doesn't have any near-term plans to launch stock trading tools or dedicated tax filing services, or expand into a full-blown online bank like Square. Simply put, Square seems to have wilder and grander ambitions than PayPal.</p>\n<h2>Which company is growing faster?</h2>\n<p>Between 2015 and 2020, Square grew its annual revenue at a CAGR of 49.6%. Excluding its massive gain in Bitcoin revenue last year, it would still have grown its revenue at a CAGR of 31.2% over the past five years. PayPal's annual revenue grew at a CAGR of 18.5% between 2015 and 2020. Let's take a look at Wall Street's expectations for both companies over the next two years.</p>\n<table border=\"1\" width=\"600\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"118\"><p>Company</p></th>\n   <th width=\"213\"><p>Estimated Sales Growth (FY 2021)</p></th>\n   <th width=\"225\"><p>Estimated Sales Growth(FY 2022)</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"118\"><p><b>Square</b></p></td>\n   <td width=\"213\"><p>110.6%</p></td>\n   <td width=\"225\"><p>14.1%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"118\"><p><b>PayPal</b></p></td>\n   <td width=\"213\"><p>20.6%</p></td>\n   <td width=\"225\"><p>21.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Yahoo Finance, July 22.</p>\n<p>Analysts expect Square's Bitcoin revenue to continue rising this year before cooling off next year. They also expect its growth in transaction-based and seller service revenue, which slowed down during the pandemic, to recover as more businesses reopen. The Cash App, which grew its monthly active users 50% to 36 million in 2020, should also keep expanding as Square adds new services.</p>\n<p>Cathie Wood's ARK Invest expects Square's transaction-based and seller service revenues to grow at a CAGR of 19% through 2025. It also expects the Cash App's MAUs to more than double to 75 million, for Square to monetize roughly 40% of those users, and for its average revenue per Cash App user to grow from $25 in 2019 to $260 in 2025 -- which would represent a whopping CAGR of 49%.</p>\n<p>PayPal's growth should remain more predictable, since it doesn't generate significant revenue from cryptocurrencies yet. Instead, it will mainly rely on its growth in active accounts, which rose 21% year-over-year to 392 million last quarter, to generate stable revenue from its processing fees.</p>\n<p>PayPal expects to nearly double its active accounts to 750 million and <i>more than double</i> its annual revenue to over $50 billion by 2025. It also plans to grow its earnings at a CAGR of 22% from 2020 to 2025. It believes the rising acceptance of QR codes and NFC payments, the expansion of its financial services, and higher engagement rates for its apps will all drive that long-term growth.</p>\n<h2>Will Square be worth more than PayPal by 2025?</h2>\n<p>In a best-case scenario, ARK Invest believes Square's stock could hit $500 per share by 2025 if it hits its growth targets. But unlike PayPal, Square hasn't provided any concrete targets of its own yet.</p>\n<p>If Square hits $500 and its valuations hold steady, it could be worth just over $200 billion by 2025. Meanwhile, if PayPal achieves its goals of more than doubling its annual revenue and growing its EPS at a CAGR of 22% through 2025, its stock could easily double and boost its market cap to $700 billion.</p>\n<p>Therefore, it's doubtful that Square -- which already trades at higher valuations than PayPal -- will be the more valuable company by 2025. But that doesn't mean PayPal is necessarily a better growth stock than Square. I personally own Square instead of PayPal, because I admire its ambitious and forward-thinking strategies. Both stocks are still great long-term investments on the booming fintech market, so investors shouldn't fret too much over which company has the higher market cap.</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>Will Square Be Worth More Than PayPal by 2025?</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 Square Be Worth More Than PayPal by 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/24/will-square-be-worth-more-than-paypal-by-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Square (NYSE:SQ) and PayPal (NASDAQ:PYPL) have both generated massive returns for patient investors over the past few years. Square went public at $9 per share in late 2015, and it's now trading at ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/24/will-square-be-worth-more-than-paypal-by-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","SQ":"Block"},"source_url":"https://www.fool.com/investing/2021/07/24/will-square-be-worth-more-than-paypal-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153936352","content_text":"Square (NYSE:SQ) and PayPal (NASDAQ:PYPL) have both generated massive returns for patient investors over the past few years. Square went public at $9 per share in late 2015, and it's now trading at around $260. PayPal, which was spun off from eBay (NASDAQ:EBAY) earlier that year, has advanced more than 720% since its debut to over $300 per share.\nSquare is worth nearly $120 billion as of this writing, while PayPal is worth over $350 billion. That isn't surprising, since PayPal still serves a much larger audience and operates in more countries than Square. But gazing into the future, could Square eventually match -- or even surpass -- PayPal's valuation by 2025? Let's examine both fintech companies' growth trajectories and valuations to find out.\nImage source: Getty Images.\nWild ambitions vs. stable growth\nSquare and PayPal's core business models are similar. Both companies charge businesses flat fees, which vary by platform and transaction type, to process payments. Both companies offer small business loans. Square's Cash App and PayPal's Venmo both enable consumers to make peer-to-peer payments, and both companies provide branded debit cards that are linked to users' online accounts.\nBut Square has been willing to take bolder risks than PayPal over the past few years. It expanded its services ecosystem with online payroll management services and analytics tools, and recently launched a full suite of online banking services. Square also added Bitcoin (CRYPTO:BTC) purchases to its Cash App in 2018, added free stock trades to the app to challenge Robinhood in 2019, and plans to add Credit Karma's tax filing services to its ecosystem in the near future.\nPayPal only started offering cryptocurrency trades last October, and it doesn't have any near-term plans to launch stock trading tools or dedicated tax filing services, or expand into a full-blown online bank like Square. Simply put, Square seems to have wilder and grander ambitions than PayPal.\nWhich company is growing faster?\nBetween 2015 and 2020, Square grew its annual revenue at a CAGR of 49.6%. Excluding its massive gain in Bitcoin revenue last year, it would still have grown its revenue at a CAGR of 31.2% over the past five years. PayPal's annual revenue grew at a CAGR of 18.5% between 2015 and 2020. Let's take a look at Wall Street's expectations for both companies over the next two years.\n\n\n\n\nCompany\nEstimated Sales Growth (FY 2021)\nEstimated Sales Growth(FY 2022)\n\n\nSquare\n110.6%\n14.1%\n\n\nPayPal\n20.6%\n21.5%\n\n\n\nSource: Yahoo Finance, July 22.\nAnalysts expect Square's Bitcoin revenue to continue rising this year before cooling off next year. They also expect its growth in transaction-based and seller service revenue, which slowed down during the pandemic, to recover as more businesses reopen. The Cash App, which grew its monthly active users 50% to 36 million in 2020, should also keep expanding as Square adds new services.\nCathie Wood's ARK Invest expects Square's transaction-based and seller service revenues to grow at a CAGR of 19% through 2025. It also expects the Cash App's MAUs to more than double to 75 million, for Square to monetize roughly 40% of those users, and for its average revenue per Cash App user to grow from $25 in 2019 to $260 in 2025 -- which would represent a whopping CAGR of 49%.\nPayPal's growth should remain more predictable, since it doesn't generate significant revenue from cryptocurrencies yet. Instead, it will mainly rely on its growth in active accounts, which rose 21% year-over-year to 392 million last quarter, to generate stable revenue from its processing fees.\nPayPal expects to nearly double its active accounts to 750 million and more than double its annual revenue to over $50 billion by 2025. It also plans to grow its earnings at a CAGR of 22% from 2020 to 2025. It believes the rising acceptance of QR codes and NFC payments, the expansion of its financial services, and higher engagement rates for its apps will all drive that long-term growth.\nWill Square be worth more than PayPal by 2025?\nIn a best-case scenario, ARK Invest believes Square's stock could hit $500 per share by 2025 if it hits its growth targets. But unlike PayPal, Square hasn't provided any concrete targets of its own yet.\nIf Square hits $500 and its valuations hold steady, it could be worth just over $200 billion by 2025. Meanwhile, if PayPal achieves its goals of more than doubling its annual revenue and growing its EPS at a CAGR of 22% through 2025, its stock could easily double and boost its market cap to $700 billion.\nTherefore, it's doubtful that Square -- which already trades at higher valuations than PayPal -- will be the more valuable company by 2025. But that doesn't mean PayPal is necessarily a better growth stock than Square. I personally own Square instead of PayPal, because I admire its ambitious and forward-thinking strategies. Both stocks are still great long-term investments on the booming fintech market, so investors shouldn't fret too much over which company has the higher market cap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}