+Follow
uKuAn
No personal profile
5
Follow
0
Followers
0
Topic
0
Badge
Posts
Hot
uKuAn
2022-05-29
Yes. Hope that it wont disappoint me.
Sorry, the original content has been removed
uKuAn
2022-05-29
No comment
Sorry, the original content has been removed
uKuAn
2022-05-29
Alright
Sorry, the original content has been removed
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4101180699261390","uuid":"4101180699261390","gmtCreate":1638370523806,"gmtModify":1638370523806,"name":"uKuAn","pinyin":"ukuan","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":5,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.11","exceedPercentage":"80.75%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":9024975727,"gmtCreate":1653793773769,"gmtModify":1676535342781,"author":{"id":"4101180699261390","authorId":"4101180699261390","name":"uKuAn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101180699261390","authorIdStr":"4101180699261390"},"themes":[],"htmlText":"Yes. Hope that it wont disappoint me. ","listText":"Yes. Hope that it wont disappoint me. ","text":"Yes. Hope that it wont disappoint me.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024975727","repostId":"2238501379","repostType":4,"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024973589,"gmtCreate":1653793255741,"gmtModify":1676535342593,"author":{"id":"4101180699261390","authorId":"4101180699261390","name":"uKuAn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101180699261390","authorIdStr":"4101180699261390"},"themes":[],"htmlText":"No comment","listText":"No comment","text":"No comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024973589","repostId":"2238606767","repostType":4,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024979930,"gmtCreate":1653793105320,"gmtModify":1676535342559,"author":{"id":"4101180699261390","authorId":"4101180699261390","name":"uKuAn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101180699261390","authorIdStr":"4101180699261390"},"themes":[],"htmlText":"Alright ","listText":"Alright ","text":"Alright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024979930","repostId":"2238585689","repostType":4,"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9024973589,"gmtCreate":1653793255741,"gmtModify":1676535342593,"author":{"id":"4101180699261390","authorId":"4101180699261390","name":"uKuAn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101180699261390","authorIdStr":"4101180699261390"},"themes":[],"htmlText":"No comment","listText":"No comment","text":"No comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024973589","repostId":"2238606767","repostType":4,"repost":{"id":"2238606767","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653696536,"share":"https://ttm.financial/m/news/2238606767?lang=&edition=fundamental","pubTime":"2022-05-28 08:08","market":"us","language":"en","title":"7 Beaten-Up Tech Stocks That Could Be Bargains","url":"https://stock-news.laohu8.com/highlight/detail?id=2238606767","media":"Dow Jones","summary":"This year has been brutal for U.S. stocks, but that goes double for high-growth technology stocks.A ","content":"<html><head></head><body><p>This year has been brutal for U.S. stocks, but that goes double for high-growth technology stocks.</p><p>A mix of rising bond yields and recession worries have weighed on the tech sector since late last year.</p><p>The Nasdaq Composite has fallen 22% in 2022, compared with a 13% drop for the S&P 500 index. The pain has been felt across the board -- from social media firms such as <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> and <a href=\"https://laohu8.com/S/SNAP\">Snap</a>, to streamers such as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, and semiconductor firms such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>.</p><p>The Nasdaq-100 index -- which features the largest nonfinancial firms listed on the Nasdaq -- has fallen 22%.</p><p>The specter of rising yields have weighed on tech stocks because they essentially lower the value of future profits. Recession worries, meanwhile, have hampered companies focused on advertising and discretionary consumer spending -- such as social media and e-commerce firms.</p><p>With stocks inching back in recent days from the brink of bear market territory, bargain hunters may think it's time to scoop up shares of strong businesses at steep discounts.</p><p>That is why Barron's screened for Nasdaq100 firms that have fallen more than 20%, including dividends, this year. We then filtered out firms with a forward price-to-earnings multiple greater than the S&P 500's average of 16.7 times estimated 2023 earnings, according to Bloomberg. Lastly, we narrowed the screen to firms with estimated 2023 sales growth of 8% or more, per Bloomberg estimates.</p><h3><b>The Technology Stock Bargain Bin</b></h3><p>These Nasdaq 100 stocks have fallen more than 20%, are cheaper than the S&P 500, and are expected to grow sales by more than 8% in 2023.</p><p><img src=\"https://static.tigerbbs.com/a5f96585168abeeeb5b1b6b1a6211462\" tg-width=\"945\" tg-height=\"431\" width=\"100%\" height=\"auto\"/>The screen criteria narrowed the index down to just seven stocks. Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> was the cheapest, trading at 5.81 times forward earnings estimates after a 21% decline this year. Analysts expect 2023 sales growth of 20%, according to Bloomberg.</p><p><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> has fared even worse this year with a 23% decline. The wireless chip maker has seen shares tumble amid a broader semiconductor selloff. The company is investing in reducing its dependence on its business providing chips to Apple devices, to things such as cars, virtual reality devices, and computers.</p><p>Speaking of virtual reality, Meta Platforms saw shares sink in 2022 as its results showed how much a pivot to "the metaverse" will cost. The company's advertising business has also faced challenges from TikTok and Apple's privacy changes, which upended how the firm tracks the success of advertising on mobile devices. But with shares trading at 12.57 times 2023 estimated earnings with expectations of 16% sales growth, there is an argument to be made that the stock is cheap.</p><p><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a> and <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a> are the next two on the list. The semiconductor equipment manufacturers have fallen sharply this year as semiconductor stocks were hit by lockdowns in China and worries about demand. They trade at 13.51 and 14.05 times forward earnings estimates, respectively.</p><p>Rounding out the list are <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> and <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> -- the last two stocks on the FAANG group of technology giants. Alphabet stock trades at 15.93 times estimated 2023 earnings and is expected to grow sales by 16% in 2023. That doesn't mean it's all rosy for the Google parent. Macroeconomic concerns could weigh on the firm's search and cloud businesses in the coming months.</p><p>Netflix saw shares sink as the firm revealed it was losing subscribers. It now trades at 15.6 times earnings expectations for 2023 compared with expected sales growth that year at 9.1%.</p></body></html>","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>7 Beaten-Up Tech Stocks That Could Be Bargains</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\">\n7 Beaten-Up Tech Stocks That Could Be Bargains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-28 08:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>This year has been brutal for U.S. stocks, but that goes double for high-growth technology stocks.</p><p>A mix of rising bond yields and recession worries have weighed on the tech sector since late last year.</p><p>The Nasdaq Composite has fallen 22% in 2022, compared with a 13% drop for the S&P 500 index. The pain has been felt across the board -- from social media firms such as <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> and <a href=\"https://laohu8.com/S/SNAP\">Snap</a>, to streamers such as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, and semiconductor firms such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>.</p><p>The Nasdaq-100 index -- which features the largest nonfinancial firms listed on the Nasdaq -- has fallen 22%.</p><p>The specter of rising yields have weighed on tech stocks because they essentially lower the value of future profits. Recession worries, meanwhile, have hampered companies focused on advertising and discretionary consumer spending -- such as social media and e-commerce firms.</p><p>With stocks inching back in recent days from the brink of bear market territory, bargain hunters may think it's time to scoop up shares of strong businesses at steep discounts.</p><p>That is why Barron's screened for Nasdaq100 firms that have fallen more than 20%, including dividends, this year. We then filtered out firms with a forward price-to-earnings multiple greater than the S&P 500's average of 16.7 times estimated 2023 earnings, according to Bloomberg. Lastly, we narrowed the screen to firms with estimated 2023 sales growth of 8% or more, per Bloomberg estimates.</p><h3><b>The Technology Stock Bargain Bin</b></h3><p>These Nasdaq 100 stocks have fallen more than 20%, are cheaper than the S&P 500, and are expected to grow sales by more than 8% in 2023.</p><p><img src=\"https://static.tigerbbs.com/a5f96585168abeeeb5b1b6b1a6211462\" tg-width=\"945\" tg-height=\"431\" width=\"100%\" height=\"auto\"/>The screen criteria narrowed the index down to just seven stocks. Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> was the cheapest, trading at 5.81 times forward earnings estimates after a 21% decline this year. Analysts expect 2023 sales growth of 20%, according to Bloomberg.</p><p><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> has fared even worse this year with a 23% decline. The wireless chip maker has seen shares tumble amid a broader semiconductor selloff. The company is investing in reducing its dependence on its business providing chips to Apple devices, to things such as cars, virtual reality devices, and computers.</p><p>Speaking of virtual reality, Meta Platforms saw shares sink in 2022 as its results showed how much a pivot to "the metaverse" will cost. The company's advertising business has also faced challenges from TikTok and Apple's privacy changes, which upended how the firm tracks the success of advertising on mobile devices. But with shares trading at 12.57 times 2023 estimated earnings with expectations of 16% sales growth, there is an argument to be made that the stock is cheap.</p><p><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a> and <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a> are the next two on the list. The semiconductor equipment manufacturers have fallen sharply this year as semiconductor stocks were hit by lockdowns in China and worries about demand. They trade at 13.51 and 14.05 times forward earnings estimates, respectively.</p><p>Rounding out the list are <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> and <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> -- the last two stocks on the FAANG group of technology giants. Alphabet stock trades at 15.93 times estimated 2023 earnings and is expected to grow sales by 16% in 2023. That doesn't mean it's all rosy for the Google parent. Macroeconomic concerns could weigh on the firm's search and cloud businesses in the coming months.</p><p>Netflix saw shares sink as the firm revealed it was losing subscribers. It now trades at 15.6 times earnings expectations for 2023 compared with expected sales growth that year at 9.1%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4529":"IDC概念","NFLX":"奈飞","BK4532":"文艺复兴科技持仓","BK4549":"软银资本持仓","BK4515":"5G概念","BK4554":"元宇宙及AR概念","META":"Meta Platforms, Inc.","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4147":"半导体设备","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","BK4525":"远程办公概念","BK4524":"宅经济概念","LRCX":"拉姆研究","BK4508":"社交媒体","BK4543":"AI","AMAT":"应用材料","SNAP":"Snap Inc","BK4538":"云计算","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4579":"人工智能","QCOM":"高通","BK4518":"OLED概念","BK4141":"半导体产品","BK4550":"红杉资本持仓","NVDA":"英伟达","BK4503":"景林资产持仓","GOOGL":"谷歌A","BK4574":"无人驾驶","GOOG":"谷歌","BK4551":"寇图资本持仓","BK4519":"光伏太阳能","BK4561":"索罗斯持仓","BK4573":"虚拟现实","QNETCN":"纳斯达克中美互联网老虎指数","BK4581":"高盛持仓","BK4512":"苹果概念","MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238606767","content_text":"This year has been brutal for U.S. stocks, but that goes double for high-growth technology stocks.A mix of rising bond yields and recession worries have weighed on the tech sector since late last year.The Nasdaq Composite has fallen 22% in 2022, compared with a 13% drop for the S&P 500 index. The pain has been felt across the board -- from social media firms such as Meta Platforms and Snap, to streamers such as Netflix $(NFLX)$, and semiconductor firms such as Nvidia.The Nasdaq-100 index -- which features the largest nonfinancial firms listed on the Nasdaq -- has fallen 22%.The specter of rising yields have weighed on tech stocks because they essentially lower the value of future profits. Recession worries, meanwhile, have hampered companies focused on advertising and discretionary consumer spending -- such as social media and e-commerce firms.With stocks inching back in recent days from the brink of bear market territory, bargain hunters may think it's time to scoop up shares of strong businesses at steep discounts.That is why Barron's screened for Nasdaq100 firms that have fallen more than 20%, including dividends, this year. We then filtered out firms with a forward price-to-earnings multiple greater than the S&P 500's average of 16.7 times estimated 2023 earnings, according to Bloomberg. Lastly, we narrowed the screen to firms with estimated 2023 sales growth of 8% or more, per Bloomberg estimates.The Technology Stock Bargain BinThese Nasdaq 100 stocks have fallen more than 20%, are cheaper than the S&P 500, and are expected to grow sales by more than 8% in 2023.The screen criteria narrowed the index down to just seven stocks. Micron Technology $(MU)$ was the cheapest, trading at 5.81 times forward earnings estimates after a 21% decline this year. Analysts expect 2023 sales growth of 20%, according to Bloomberg.Qualcomm has fared even worse this year with a 23% decline. The wireless chip maker has seen shares tumble amid a broader semiconductor selloff. The company is investing in reducing its dependence on its business providing chips to Apple devices, to things such as cars, virtual reality devices, and computers.Speaking of virtual reality, Meta Platforms saw shares sink in 2022 as its results showed how much a pivot to \"the metaverse\" will cost. The company's advertising business has also faced challenges from TikTok and Apple's privacy changes, which upended how the firm tracks the success of advertising on mobile devices. But with shares trading at 12.57 times 2023 estimated earnings with expectations of 16% sales growth, there is an argument to be made that the stock is cheap.Applied Materials and Lam Research are the next two on the list. The semiconductor equipment manufacturers have fallen sharply this year as semiconductor stocks were hit by lockdowns in China and worries about demand. They trade at 13.51 and 14.05 times forward earnings estimates, respectively.Rounding out the list are Alphabet and Netflix -- the last two stocks on the FAANG group of technology giants. Alphabet stock trades at 15.93 times estimated 2023 earnings and is expected to grow sales by 16% in 2023. That doesn't mean it's all rosy for the Google parent. Macroeconomic concerns could weigh on the firm's search and cloud businesses in the coming months.Netflix saw shares sink as the firm revealed it was losing subscribers. It now trades at 15.6 times earnings expectations for 2023 compared with expected sales growth that year at 9.1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024975727,"gmtCreate":1653793773769,"gmtModify":1676535342781,"author":{"id":"4101180699261390","authorId":"4101180699261390","name":"uKuAn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101180699261390","authorIdStr":"4101180699261390"},"themes":[],"htmlText":"Yes. Hope that it wont disappoint me. ","listText":"Yes. Hope that it wont disappoint me. ","text":"Yes. Hope that it wont disappoint me.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024975727","repostId":"2238501379","repostType":4,"repost":{"id":"2238501379","kind":"highlight","pubTimestamp":1653786649,"share":"https://ttm.financial/m/news/2238501379?lang=&edition=fundamental","pubTime":"2022-05-29 09:10","market":"us","language":"en","title":"Is Apple an Excellent Dividend Stock to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2238501379","media":"Motley Fool","summary":"The company does not have a long history of payouts, but it has the qualities of an excellent dividend stock.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> is one of the world's best-known companies. But one of the characteristics it is least known for is its dividend payment. The company is relatively new to the dividend-paying list of stocks and is far from reaching Dividend King status. The tech giant resumed paying a dividend in 2012 after a 17-year pause.</p><p>Still, Apple could be an excellent dividend stock for investors who buy it today. Let's look at its capacity to pay dividends and consider its valuation to determine its virtues as a dividend stock.</p><h2>Apple has delivered robust dividend growth</h2><p>Income investors can be encouraged by Apple's acceleration of dividend payments. From 2012 to 2021, the company has increased its dividend per share from $0.10 to $0.85. That means shareholders saw their dividends grow more than eightfold in that time.</p><p>In that same period, earnings per share rose from $1.58 to $5.61. Earnings are crucial to sustaining a dividend payment. In that regard, Apple's quality earnings growth is a good sign for the prospects of dividend increases.</p><p>Its earnings are buoyed by continued innovation in its products, like the iPhone, Apple Watch, AirPods, and iPads. Supplementing that is a robust and expanding services segment that totaled 20% of revenue in its most recent quarter, which ended March 26. The rise of the services segment is crucial because it generated a gross profit margin of 72.6% vs. a gross profit margin of 36.4% for its products.</p><p><img src=\"https://static.tigerbbs.com/917fba67f2dad216aa9673159e252c44\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>AAPL payout ratio data by YCharts.</p><p>While Apple's current dividend yield is a modest 0.65%, there's plenty of room for it to grow when you consider the company's dividend payout ratio. This is the percentage of earnings paid out in dividends. Most recently, Apple's dividend payout ratio was 14.5%, so the company could sustainably increase its dividend payment even if earnings remained constant, or sustain its current dividend even if profits decrease. The lower the percentage, the more wiggle room a company has in its dividend payment.</p><h2>Apple's stock is not expensive</h2><p>Comparing Apple's price-to-earnings (P/E) and price-to-free-cash-flow (P/FCF) ratios to their historic levels reveals that it is valued slightly above the average for those ratios over the past five years. In other words, in the last five years, there were times when Apple was pricier and times when it was cheaper.</p><p><img src=\"https://static.tigerbbs.com/25be69cb8db910db1ff5482a5a7cbf10\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>AAPL P/E ratio data by YCharts.</p><p>Another way to measure valuation is a comparison with a competitor. Using the same metrics, Apple sells at a discount vs. one of its rivals, <b>Microsoft</b> (MSFT 2.76%). Of course, it is not an apples-to-apples comparison (pardon the pun), but Microsoft is a big tech stock with a mix of hardware and software revenue.</p><p>Accordingly, income investors who buy Apple stock today will probably thank themselves 10 years from now. To more directly answer the question in the headline, yes, Apple is an excellent dividend stock to buy.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple an Excellent Dividend Stock to Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple an Excellent Dividend Stock to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-29 09:10 GMT+8 <a href=https://www.fool.com/investing/2022/05/28/is-apple-an-excellent-dividend-stock-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is one of the world's best-known companies. But one of the characteristics it is least known for is its dividend payment. The company is relatively new to the dividend-paying list of stocks and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/28/is-apple-an-excellent-dividend-stock-to-buy/\">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.fool.com/investing/2022/05/28/is-apple-an-excellent-dividend-stock-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238501379","content_text":"Apple is one of the world's best-known companies. But one of the characteristics it is least known for is its dividend payment. The company is relatively new to the dividend-paying list of stocks and is far from reaching Dividend King status. The tech giant resumed paying a dividend in 2012 after a 17-year pause.Still, Apple could be an excellent dividend stock for investors who buy it today. Let's look at its capacity to pay dividends and consider its valuation to determine its virtues as a dividend stock.Apple has delivered robust dividend growthIncome investors can be encouraged by Apple's acceleration of dividend payments. From 2012 to 2021, the company has increased its dividend per share from $0.10 to $0.85. That means shareholders saw their dividends grow more than eightfold in that time.In that same period, earnings per share rose from $1.58 to $5.61. Earnings are crucial to sustaining a dividend payment. In that regard, Apple's quality earnings growth is a good sign for the prospects of dividend increases.Its earnings are buoyed by continued innovation in its products, like the iPhone, Apple Watch, AirPods, and iPads. Supplementing that is a robust and expanding services segment that totaled 20% of revenue in its most recent quarter, which ended March 26. The rise of the services segment is crucial because it generated a gross profit margin of 72.6% vs. a gross profit margin of 36.4% for its products.AAPL payout ratio data by YCharts.While Apple's current dividend yield is a modest 0.65%, there's plenty of room for it to grow when you consider the company's dividend payout ratio. This is the percentage of earnings paid out in dividends. Most recently, Apple's dividend payout ratio was 14.5%, so the company could sustainably increase its dividend payment even if earnings remained constant, or sustain its current dividend even if profits decrease. The lower the percentage, the more wiggle room a company has in its dividend payment.Apple's stock is not expensiveComparing Apple's price-to-earnings (P/E) and price-to-free-cash-flow (P/FCF) ratios to their historic levels reveals that it is valued slightly above the average for those ratios over the past five years. In other words, in the last five years, there were times when Apple was pricier and times when it was cheaper.AAPL P/E ratio data by YCharts.Another way to measure valuation is a comparison with a competitor. Using the same metrics, Apple sells at a discount vs. one of its rivals, Microsoft (MSFT 2.76%). Of course, it is not an apples-to-apples comparison (pardon the pun), but Microsoft is a big tech stock with a mix of hardware and software revenue.Accordingly, income investors who buy Apple stock today will probably thank themselves 10 years from now. To more directly answer the question in the headline, yes, Apple is an excellent dividend stock to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024979930,"gmtCreate":1653793105320,"gmtModify":1676535342559,"author":{"id":"4101180699261390","authorId":"4101180699261390","name":"uKuAn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101180699261390","authorIdStr":"4101180699261390"},"themes":[],"htmlText":"Alright ","listText":"Alright ","text":"Alright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024979930","repostId":"2238585689","repostType":4,"repost":{"id":"2238585689","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653785130,"share":"https://ttm.financial/m/news/2238585689?lang=&edition=fundamental","pubTime":"2022-05-29 08:45","market":"us","language":"en","title":"$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2238585689","media":"Dow Jones","summary":"While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMo","content":"<html><head></head><body><p>While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan's equity-research department has churned up yet another bullish note for the bank's clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&P 500 index was flirting late last week.</p><p>The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank's clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, "rebalance" by buying stocks and selling bonds to compensate for the latest drop in stocks.</p><p>In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by "balanced" mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).</p><p>But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.</p><p>These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.</p><p>Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway's massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.</p><p>All told, that's potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.</p><p>To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn't quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.</p><p>JPMorgan's strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.</p></body></html>","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>$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan Says</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\">\n$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-29 08:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan's equity-research department has churned up yet another bullish note for the bank's clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&P 500 index was flirting late last week.</p><p>The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank's clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, "rebalance" by buying stocks and selling bonds to compensate for the latest drop in stocks.</p><p>In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by "balanced" mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).</p><p>But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.</p><p>These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.</p><p>Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway's massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.</p><p>All told, that's potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.</p><p>To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn't quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.</p><p>JPMorgan's strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238585689","content_text":"While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan's equity-research department has churned up yet another bullish note for the bank's clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&P 500 index was flirting late last week.The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank's clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, \"rebalance\" by buying stocks and selling bonds to compensate for the latest drop in stocks.In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by \"balanced\" mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway's massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.All told, that's potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn't quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.JPMorgan's strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}