Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains

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Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains

seekingalpha2021-09-01

Morgan Stanley's annual "Vintage Values" collection gathers a list of stocks to hold for 12 months: "mid- to large-caps likely to realize superior risk-adjusted returns over the next year." It's the ...

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RGuy
·2021-09-02
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It's biased toward high-quality stocks, Morgan Stanley notes, adding the group is also less expensive than the market on price/earnings, price/sales, and several price-to-cash flow measures. It also has a beta under 1, the firm notes.\nIt favors large-caps. And it's roughly balanced in terms of style: 33% of the list is classified as \"Growth,\" while 27% is classified as \"Value.\"\nAnd by Morgan Stanley's sector classifications, Technology is well represented with four names, starting with Microsoft(NASDAQ:MSFT), where \"commercial cloud and expanding margins drive underpriced teens earnings growth.\" In that sector, Microsoft is joined by fellow picks Cognizant Technology Solutions(NASDAQ:CTSH),NCRand Visa(NYSE:V).\nConsumer Discretionary/Industrials is next-most represented with three stocks - and an interesting inclusion in Ferrari(NYSE:RACE). It's a leading luxury brand with high-quality earnings and a path toward electric vehicles, along with a 12-month-plus customer order book, the firm says.\nIt's joined there by Johnson Controls International(NYSE:JCI)and Northrop Grumman(NYSE:NOC).\nFour other sectors are represented by a couple of names each. In Consumer Staples, that's Coca-Cola(NYSE:KO)and Mondelez(NASDAQ:MDLZ). Coca-Cola shows \"compelling\" risk/reward leveraged to the COVID-19 recovery, it says.\nIn Financials, the stocks are Apollo Global Management(NYSE:APO)and Synchrony Financial(NYSE:SYF). Apollo is seeing accelerating growth across its assets under management, with fee-related earnings not yet priced in, Morgan Stanley says.\nIn Healthcare, the names are Gilead Sciences(NASDAQ:GILD)and UnitedHealth Group(NYSE:UNH). Gilead has \"significant downside protection\" from its big cash-generating business, and \"that key catalyst such as Trodelvy in HR+ breast cancer can drive the stock higher.\"\nAnd in Media, it likes Alphabet(NASDAQ:GOOGL)and Warner Music Group(NASDAQ:WMG). For Alphabet, it says Google's websites growth is set to rebound in 2021 with \"several underappreciated products driven by mobile search, strong YouTube contribution, and continued innovation, such as Maps monetization.\"","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":812598773,"gmtCreate":1630593347492,"gmtModify":1676530351499,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://community-static.tradeup.com/news/a86ba936ebd52ac47d37b671081dfc49","vip":1,"crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812598773","repostId":1154229953,"repostType":2,"repost":{"id":"1154229953","pubTimestamp":1630453735,"share":"https://ttm.financial/m/news/1154229953?lang=&edition=fundamental","pubTime":"2021-09-01 07:48","market":"us","language":"en","title":"Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1154229953","media":"seekingalpha","summary":"Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: ","content":"<p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>'s annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"</p>\n<p>It's the 12th year in a row that the firm has put together the list, and it starts with asking each North <a href=\"https://laohu8.com/S/AFG\">American</a> analyst for their top pick under those criteria.</p>\n<p>The resulting list of 60 names got a look from the research department's Stock Selection Committee working with the U.S. <a href=\"https://laohu8.com/S/EQR\">Equity</a> Strategy team, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> says.</p>\n<p>And they looked at a wide variety of factors, including macro exposure, industry positioning, valuation, and \"crucially\" the risk-reward profile - as well as quantitative ranking, and even ESG scoring.</p>\n<p>Looking back at last year's performance, the firm says its 2021 list produced a 44.2% return from Aug. 20, 2020 to Aug. 20, 2021 - outperforming the S&amp;P 500 by 903 basis points.</p>\n<p>And turning to this year's list brings 15 stocks total. It's biased toward high-quality stocks, Morgan Stanley notes, adding the group is also less expensive than the market on price/earnings, price/sales, and several price-to-cash flow measures. It also has a beta under 1, the firm notes.</p>\n<p>It favors large-caps. And it's roughly balanced in terms of style: 33% of the list is classified as \"Growth,\" while 27% is classified as \"Value.\"</p>\n<p>And by Morgan Stanley's sector classifications, Technology is well represented with four names, starting with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(NASDAQ:MSFT), where \"commercial cloud and expanding margins drive underpriced teens earnings growth.\" In that sector, Microsoft is joined by fellow picks Cognizant Technology Solutions(NASDAQ:CTSH),NCRand <a href=\"https://laohu8.com/S/V\">Visa</a>(NYSE:V).</p>\n<p>Consumer Discretionary/Industrials is next-most represented with three stocks - and an interesting inclusion in Ferrari(NYSE:RACE). It's a leading luxury brand with high-quality earnings and a path toward electric vehicles, along with a 12-month-plus customer order book, the firm says.</p>\n<p>It's joined there by <a href=\"https://laohu8.com/S/JCI\">Johnson Controls</a> International(NYSE:JCI)and <a href=\"https://laohu8.com/S/NOC\">Northrop Grumman</a>(NYSE:NOC).</p>\n<p>Four other sectors are represented by a couple of names each. In Consumer <a href=\"https://laohu8.com/S/SPLS\">Staples</a>, that's <a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>(NYSE:KO)and <a href=\"https://laohu8.com/S/MDLZ\">Mondelez</a>(NASDAQ:MDLZ). Coca-Cola shows \"compelling\" risk/reward leveraged to the COVID-19 recovery, it says.</p>\n<p>In Financials, the stocks are Apollo Global Management(NYSE:APO)and <a href=\"https://laohu8.com/S/SYF\">Synchrony</a> Financial(NYSE:SYF). Apollo is seeing accelerating growth across its assets under management, with fee-related earnings not yet priced in, Morgan Stanley says.</p>\n<p>In <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a>, the names are <a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>(NASDAQ:GILD)and <a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> Group(NYSE:UNH). Gilead has \"significant downside protection\" from its big cash-generating business, and \"that key catalyst such as Trodelvy in HR+ breast cancer can drive the stock higher.\"</p>\n<p>And in Media, it likes <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>(NASDAQ:GOOGL)and Warner Music Group(NASDAQ:WMG). For <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, it says Google's websites growth is set to rebound in 2021 with \"several underappreciated products driven by mobile search, strong YouTube contribution, and continued innovation, such as Maps monetization.\"</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains</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; 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}\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\">\nMorgan Stanley's 15 'vintage values' look to build on past year's 44% gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 07:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"\nIt's the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SYF":"Synchrony Financial","MDLZ":"亿滋","GILD":"吉利德科学","RACE":"法拉利","JCI":"江森自控","APO":"阿波罗全球管理","MSFT":"微软","UNH":"联合健康","CTSH":"高知特","KO":"可口可乐","WMG":"华纳音乐","GOOGL":"谷歌A","NOC":"诺斯罗普格鲁曼","V":"Visa"},"source_url":"https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1154229953","content_text":"Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"\nIt's the 12th year in a row that the firm has put together the list, and it starts with asking each North American analyst for their top pick under those criteria.\nThe resulting list of 60 names got a look from the research department's Stock Selection Committee working with the U.S. Equity Strategy team, Morgan Stanley says.\nAnd they looked at a wide variety of factors, including macro exposure, industry positioning, valuation, and \"crucially\" the risk-reward profile - as well as quantitative ranking, and even ESG scoring.\nLooking back at last year's performance, the firm says its 2021 list produced a 44.2% return from Aug. 20, 2020 to Aug. 20, 2021 - outperforming the S&P 500 by 903 basis points.\nAnd turning to this year's list brings 15 stocks total. It's biased toward high-quality stocks, Morgan Stanley notes, adding the group is also less expensive than the market on price/earnings, price/sales, and several price-to-cash flow measures. It also has a beta under 1, the firm notes.\nIt favors large-caps. And it's roughly balanced in terms of style: 33% of the list is classified as \"Growth,\" while 27% is classified as \"Value.\"\nAnd by Morgan Stanley's sector classifications, Technology is well represented with four names, starting with Microsoft(NASDAQ:MSFT), where \"commercial cloud and expanding margins drive underpriced teens earnings growth.\" In that sector, Microsoft is joined by fellow picks Cognizant Technology Solutions(NASDAQ:CTSH),NCRand Visa(NYSE:V).\nConsumer Discretionary/Industrials is next-most represented with three stocks - and an interesting inclusion in Ferrari(NYSE:RACE). It's a leading luxury brand with high-quality earnings and a path toward electric vehicles, along with a 12-month-plus customer order book, the firm says.\nIt's joined there by Johnson Controls International(NYSE:JCI)and Northrop Grumman(NYSE:NOC).\nFour other sectors are represented by a couple of names each. In Consumer Staples, that's Coca-Cola(NYSE:KO)and Mondelez(NASDAQ:MDLZ). Coca-Cola shows \"compelling\" risk/reward leveraged to the COVID-19 recovery, it says.\nIn Financials, the stocks are Apollo Global Management(NYSE:APO)and Synchrony Financial(NYSE:SYF). Apollo is seeing accelerating growth across its assets under management, with fee-related earnings not yet priced in, Morgan Stanley says.\nIn Healthcare, the names are Gilead Sciences(NASDAQ:GILD)and UnitedHealth Group(NYSE:UNH). Gilead has \"significant downside protection\" from its big cash-generating business, and \"that key catalyst such as Trodelvy in HR+ breast cancer can drive the stock higher.\"\nAnd in Media, it likes Alphabet(NASDAQ:GOOGL)and Warner Music Group(NASDAQ:WMG). For Alphabet, it says Google's websites growth is set to rebound in 2021 with \"several underappreciated products driven by mobile search, strong YouTube contribution, and continued innovation, such as Maps monetization.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":816011060,"gmtCreate":1630454822650,"gmtModify":1676530306206,"author":{"id":"3580699893311710","authorId":"3580699893311710","name":"Avester","avatar":"https://static.tigerbbs.com/fc17dd0c5da2587e7a887802bef82983","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3580699893311710","idStr":"3580699893311710"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816011060","repostId":1154229953,"repostType":4,"repost":{"id":"1154229953","pubTimestamp":1630453735,"share":"https://ttm.financial/m/news/1154229953?lang=&edition=fundamental","pubTime":"2021-09-01 07:48","market":"us","language":"en","title":"Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1154229953","media":"seekingalpha","summary":"Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: ","content":"<p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>'s annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"</p>\n<p>It's the 12th year in a row that the firm has put together the list, and it starts with asking each North <a href=\"https://laohu8.com/S/AFG\">American</a> analyst for their top pick under those criteria.</p>\n<p>The resulting list of 60 names got a look from the research department's Stock Selection Committee working with the U.S. <a href=\"https://laohu8.com/S/EQR\">Equity</a> Strategy team, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> says.</p>\n<p>And they looked at a wide variety of factors, including macro exposure, industry positioning, valuation, and \"crucially\" the risk-reward profile - as well as quantitative ranking, and even ESG scoring.</p>\n<p>Looking back at last year's performance, the firm says its 2021 list produced a 44.2% return from Aug. 20, 2020 to Aug. 20, 2021 - outperforming the S&amp;P 500 by 903 basis points.</p>\n<p>And turning to this year's list brings 15 stocks total. It's biased toward high-quality stocks, Morgan Stanley notes, adding the group is also less expensive than the market on price/earnings, price/sales, and several price-to-cash flow measures. It also has a beta under 1, the firm notes.</p>\n<p>It favors large-caps. And it's roughly balanced in terms of style: 33% of the list is classified as \"Growth,\" while 27% is classified as \"Value.\"</p>\n<p>And by Morgan Stanley's sector classifications, Technology is well represented with four names, starting with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(NASDAQ:MSFT), where \"commercial cloud and expanding margins drive underpriced teens earnings growth.\" In that sector, Microsoft is joined by fellow picks Cognizant Technology Solutions(NASDAQ:CTSH),NCRand <a href=\"https://laohu8.com/S/V\">Visa</a>(NYSE:V).</p>\n<p>Consumer Discretionary/Industrials is next-most represented with three stocks - and an interesting inclusion in Ferrari(NYSE:RACE). It's a leading luxury brand with high-quality earnings and a path toward electric vehicles, along with a 12-month-plus customer order book, the firm says.</p>\n<p>It's joined there by <a href=\"https://laohu8.com/S/JCI\">Johnson Controls</a> International(NYSE:JCI)and <a href=\"https://laohu8.com/S/NOC\">Northrop Grumman</a>(NYSE:NOC).</p>\n<p>Four other sectors are represented by a couple of names each. In Consumer <a href=\"https://laohu8.com/S/SPLS\">Staples</a>, that's <a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>(NYSE:KO)and <a href=\"https://laohu8.com/S/MDLZ\">Mondelez</a>(NASDAQ:MDLZ). Coca-Cola shows \"compelling\" risk/reward leveraged to the COVID-19 recovery, it says.</p>\n<p>In Financials, the stocks are Apollo Global Management(NYSE:APO)and <a href=\"https://laohu8.com/S/SYF\">Synchrony</a> Financial(NYSE:SYF). Apollo is seeing accelerating growth across its assets under management, with fee-related earnings not yet priced in, Morgan Stanley says.</p>\n<p>In <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a>, the names are <a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>(NASDAQ:GILD)and <a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> Group(NYSE:UNH). Gilead has \"significant downside protection\" from its big cash-generating business, and \"that key catalyst such as Trodelvy in HR+ breast cancer can drive the stock higher.\"</p>\n<p>And in Media, it likes <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>(NASDAQ:GOOGL)and Warner Music Group(NASDAQ:WMG). For <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, it says Google's websites growth is set to rebound in 2021 with \"several underappreciated products driven by mobile search, strong YouTube contribution, and continued innovation, such as Maps monetization.\"</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains</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\">\nMorgan Stanley's 15 'vintage values' look to build on past year's 44% gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 07:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"\nIt's the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SYF":"Synchrony Financial","MDLZ":"亿滋","GILD":"吉利德科学","RACE":"法拉利","JCI":"江森自控","APO":"阿波罗全球管理","MSFT":"微软","UNH":"联合健康","CTSH":"高知特","KO":"可口可乐","WMG":"华纳音乐","GOOGL":"谷歌A","NOC":"诺斯罗普格鲁曼","V":"Visa"},"source_url":"https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1154229953","content_text":"Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"\nIt's the 12th year in a row that the firm has put together the list, and it starts with asking each North American analyst for their top pick under those criteria.\nThe resulting list of 60 names got a look from the research department's Stock Selection Committee working with the U.S. Equity Strategy team, Morgan Stanley says.\nAnd they looked at a wide variety of factors, including macro exposure, industry positioning, valuation, and \"crucially\" the risk-reward profile - as well as quantitative ranking, and even ESG scoring.\nLooking back at last year's performance, the firm says its 2021 list produced a 44.2% return from Aug. 20, 2020 to Aug. 20, 2021 - outperforming the S&P 500 by 903 basis points.\nAnd turning to this year's list brings 15 stocks total. It's biased toward high-quality stocks, Morgan Stanley notes, adding the group is also less expensive than the market on price/earnings, price/sales, and several price-to-cash flow measures. It also has a beta under 1, the firm notes.\nIt favors large-caps. And it's roughly balanced in terms of style: 33% of the list is classified as \"Growth,\" while 27% is classified as \"Value.\"\nAnd by Morgan Stanley's sector classifications, Technology is well represented with four names, starting with Microsoft(NASDAQ:MSFT), where \"commercial cloud and expanding margins drive underpriced teens earnings growth.\" In that sector, Microsoft is joined by fellow picks Cognizant Technology Solutions(NASDAQ:CTSH),NCRand Visa(NYSE:V).\nConsumer Discretionary/Industrials is next-most represented with three stocks - and an interesting inclusion in Ferrari(NYSE:RACE). It's a leading luxury brand with high-quality earnings and a path toward electric vehicles, along with a 12-month-plus customer order book, the firm says.\nIt's joined there by Johnson Controls International(NYSE:JCI)and Northrop Grumman(NYSE:NOC).\nFour other sectors are represented by a couple of names each. In Consumer Staples, that's Coca-Cola(NYSE:KO)and Mondelez(NASDAQ:MDLZ). Coca-Cola shows \"compelling\" risk/reward leveraged to the COVID-19 recovery, it says.\nIn Financials, the stocks are Apollo Global Management(NYSE:APO)and Synchrony Financial(NYSE:SYF). Apollo is seeing accelerating growth across its assets under management, with fee-related earnings not yet priced in, Morgan Stanley says.\nIn Healthcare, the names are Gilead Sciences(NASDAQ:GILD)and UnitedHealth Group(NYSE:UNH). Gilead has \"significant downside protection\" from its big cash-generating business, and \"that key catalyst such as Trodelvy in HR+ breast cancer can drive the stock higher.\"\nAnd in Media, it likes Alphabet(NASDAQ:GOOGL)and Warner Music Group(NASDAQ:WMG). For Alphabet, it says Google's websites growth is set to rebound in 2021 with \"several underappreciated products driven by mobile search, strong YouTube contribution, and continued innovation, such as Maps monetization.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":816033978,"gmtCreate":1630454269194,"gmtModify":1676530305967,"author":{"id":"3574934277926519","authorId":"3574934277926519","name":"Chitz","avatar":"https://static.tigerbbs.com/988984eee397d7e772b978815d9b162e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3574934277926519","idStr":"3574934277926519"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/816033978","repostId":1154229953,"repostType":4,"repost":{"id":"1154229953","pubTimestamp":1630453735,"share":"https://ttm.financial/m/news/1154229953?lang=&edition=fundamental","pubTime":"2021-09-01 07:48","market":"us","language":"en","title":"Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1154229953","media":"seekingalpha","summary":"Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: ","content":"<p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>'s annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"</p>\n<p>It's the 12th year in a row that the firm has put together the list, and it starts with asking each North <a href=\"https://laohu8.com/S/AFG\">American</a> analyst for their top pick under those criteria.</p>\n<p>The resulting list of 60 names got a look from the research department's Stock Selection Committee working with the U.S. <a href=\"https://laohu8.com/S/EQR\">Equity</a> Strategy team, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> says.</p>\n<p>And they looked at a wide variety of factors, including macro exposure, industry positioning, valuation, and \"crucially\" the risk-reward profile - as well as quantitative ranking, and even ESG scoring.</p>\n<p>Looking back at last year's performance, the firm says its 2021 list produced a 44.2% return from Aug. 20, 2020 to Aug. 20, 2021 - outperforming the S&amp;P 500 by 903 basis points.</p>\n<p>And turning to this year's list brings 15 stocks total. It's biased toward high-quality stocks, Morgan Stanley notes, adding the group is also less expensive than the market on price/earnings, price/sales, and several price-to-cash flow measures. It also has a beta under 1, the firm notes.</p>\n<p>It favors large-caps. And it's roughly balanced in terms of style: 33% of the list is classified as \"Growth,\" while 27% is classified as \"Value.\"</p>\n<p>And by Morgan Stanley's sector classifications, Technology is well represented with four names, starting with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(NASDAQ:MSFT), where \"commercial cloud and expanding margins drive underpriced teens earnings growth.\" In that sector, Microsoft is joined by fellow picks Cognizant Technology Solutions(NASDAQ:CTSH),NCRand <a href=\"https://laohu8.com/S/V\">Visa</a>(NYSE:V).</p>\n<p>Consumer Discretionary/Industrials is next-most represented with three stocks - and an interesting inclusion in Ferrari(NYSE:RACE). It's a leading luxury brand with high-quality earnings and a path toward electric vehicles, along with a 12-month-plus customer order book, the firm says.</p>\n<p>It's joined there by <a href=\"https://laohu8.com/S/JCI\">Johnson Controls</a> International(NYSE:JCI)and <a href=\"https://laohu8.com/S/NOC\">Northrop Grumman</a>(NYSE:NOC).</p>\n<p>Four other sectors are represented by a couple of names each. In Consumer <a href=\"https://laohu8.com/S/SPLS\">Staples</a>, that's <a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>(NYSE:KO)and <a href=\"https://laohu8.com/S/MDLZ\">Mondelez</a>(NASDAQ:MDLZ). Coca-Cola shows \"compelling\" risk/reward leveraged to the COVID-19 recovery, it says.</p>\n<p>In Financials, the stocks are Apollo Global Management(NYSE:APO)and <a href=\"https://laohu8.com/S/SYF\">Synchrony</a> Financial(NYSE:SYF). Apollo is seeing accelerating growth across its assets under management, with fee-related earnings not yet priced in, Morgan Stanley says.</p>\n<p>In <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a>, the names are <a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>(NASDAQ:GILD)and <a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> Group(NYSE:UNH). Gilead has \"significant downside protection\" from its big cash-generating business, and \"that key catalyst such as Trodelvy in HR+ breast cancer can drive the stock higher.\"</p>\n<p>And in Media, it likes <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>(NASDAQ:GOOGL)and Warner Music Group(NASDAQ:WMG). For <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, it says Google's websites growth is set to rebound in 2021 with \"several underappreciated products driven by mobile search, strong YouTube contribution, and continued innovation, such as Maps monetization.\"</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains</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\">\nMorgan Stanley's 15 'vintage values' look to build on past year's 44% gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 07:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"\nIt's the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SYF":"Synchrony Financial","MDLZ":"亿滋","GILD":"吉利德科学","RACE":"法拉利","JCI":"江森自控","APO":"阿波罗全球管理","MSFT":"微软","UNH":"联合健康","CTSH":"高知特","KO":"可口可乐","WMG":"华纳音乐","GOOGL":"谷歌A","NOC":"诺斯罗普格鲁曼","V":"Visa"},"source_url":"https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1154229953","content_text":"Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"\nIt's the 12th year in a row that the firm has put together the list, and it starts with asking each North American analyst for their top pick under those criteria.\nThe resulting list of 60 names got a look from the research department's Stock Selection Committee working with the U.S. Equity Strategy team, Morgan Stanley says.\nAnd they looked at a wide variety of factors, including macro exposure, industry positioning, valuation, and \"crucially\" the risk-reward profile - as well as quantitative ranking, and even ESG scoring.\nLooking back at last year's performance, the firm says its 2021 list produced a 44.2% return from Aug. 20, 2020 to Aug. 20, 2021 - outperforming the S&P 500 by 903 basis points.\nAnd turning to this year's list brings 15 stocks total. It's biased toward high-quality stocks, Morgan Stanley notes, adding the group is also less expensive than the market on price/earnings, price/sales, and several price-to-cash flow measures. It also has a beta under 1, the firm notes.\nIt favors large-caps. And it's roughly balanced in terms of style: 33% of the list is classified as \"Growth,\" while 27% is classified as \"Value.\"\nAnd by Morgan Stanley's sector classifications, Technology is well represented with four names, starting with Microsoft(NASDAQ:MSFT), where \"commercial cloud and expanding margins drive underpriced teens earnings growth.\" In that sector, Microsoft is joined by fellow picks Cognizant Technology Solutions(NASDAQ:CTSH),NCRand Visa(NYSE:V).\nConsumer Discretionary/Industrials is next-most represented with three stocks - and an interesting inclusion in Ferrari(NYSE:RACE). It's a leading luxury brand with high-quality earnings and a path toward electric vehicles, along with a 12-month-plus customer order book, the firm says.\nIt's joined there by Johnson Controls International(NYSE:JCI)and Northrop Grumman(NYSE:NOC).\nFour other sectors are represented by a couple of names each. In Consumer Staples, that's Coca-Cola(NYSE:KO)and Mondelez(NASDAQ:MDLZ). Coca-Cola shows \"compelling\" risk/reward leveraged to the COVID-19 recovery, it says.\nIn Financials, the stocks are Apollo Global Management(NYSE:APO)and Synchrony Financial(NYSE:SYF). Apollo is seeing accelerating growth across its assets under management, with fee-related earnings not yet priced in, Morgan Stanley says.\nIn Healthcare, the names are Gilead Sciences(NASDAQ:GILD)and UnitedHealth Group(NYSE:UNH). Gilead has \"significant downside protection\" from its big cash-generating business, and \"that key catalyst such as Trodelvy in HR+ breast cancer can drive the stock higher.\"\nAnd in Media, it likes Alphabet(NASDAQ:GOOGL)and Warner Music Group(NASDAQ:WMG). For Alphabet, it says Google's websites growth is set to rebound in 2021 with \"several underappreciated products driven by mobile search, strong YouTube contribution, and continued innovation, such as Maps monetization.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5711033,"gmtCreate":1630454831131,"gmtModify":1663233195433,"authorId":3580699893311710,"author":{"id":3580699893311710,"idStr":"3580699893311710","authorId":3580699893311710,"name":"Avester","avatar":"https://static.tigerbbs.com/fc17dd0c5da2587e7a887802bef82983","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":816033978,"type":1,"supId":5710979,"prevId":0,"content":"Sure","text":"Sure","html":"Sure"},{"id":5710979,"gmtCreate":1630454633606,"gmtModify":1663233194731,"authorId":3555112963364763,"author":{"id":3555112963364763,"idStr":"3555112963364763","authorId":3555112963364763,"name":"Coolboy750","avatar":"https://static.tigerbbs.com/0be16f76d54ddf03264eca9925be4a62","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":816033978,"type":1,"supId":0,"prevId":0,"content":"Nice ","text":"Nice ","html":"Nice "}],"langContent":"EN"},{"id":816097826,"gmtCreate":1630454146165,"gmtModify":1676530305911,"author":{"id":"3575188860884045","authorId":"3575188860884045","name":"Zasper","avatar":"https://static.tigerbbs.com/647533310e84099eea8515d90e6e2f94","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3575188860884045","idStr":"3575188860884045"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816097826","repostId":1154229953,"repostType":4,"repost":{"id":"1154229953","pubTimestamp":1630453735,"share":"https://ttm.financial/m/news/1154229953?lang=&edition=fundamental","pubTime":"2021-09-01 07:48","market":"us","language":"en","title":"Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1154229953","media":"seekingalpha","summary":"Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: ","content":"<p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>'s annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"</p>\n<p>It's the 12th year in a row that the firm has put together the list, and it starts with asking each North <a href=\"https://laohu8.com/S/AFG\">American</a> analyst for their top pick under those criteria.</p>\n<p>The resulting list of 60 names got a look from the research department's Stock Selection Committee working with the U.S. <a href=\"https://laohu8.com/S/EQR\">Equity</a> Strategy team, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> says.</p>\n<p>And they looked at a wide variety of factors, including macro exposure, industry positioning, valuation, and \"crucially\" the risk-reward profile - as well as quantitative ranking, and even ESG scoring.</p>\n<p>Looking back at last year's performance, the firm says its 2021 list produced a 44.2% return from Aug. 20, 2020 to Aug. 20, 2021 - outperforming the S&amp;P 500 by 903 basis points.</p>\n<p>And turning to this year's list brings 15 stocks total. It's biased toward high-quality stocks, Morgan Stanley notes, adding the group is also less expensive than the market on price/earnings, price/sales, and several price-to-cash flow measures. It also has a beta under 1, the firm notes.</p>\n<p>It favors large-caps. And it's roughly balanced in terms of style: 33% of the list is classified as \"Growth,\" while 27% is classified as \"Value.\"</p>\n<p>And by Morgan Stanley's sector classifications, Technology is well represented with four names, starting with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(NASDAQ:MSFT), where \"commercial cloud and expanding margins drive underpriced teens earnings growth.\" In that sector, Microsoft is joined by fellow picks Cognizant Technology Solutions(NASDAQ:CTSH),NCRand <a href=\"https://laohu8.com/S/V\">Visa</a>(NYSE:V).</p>\n<p>Consumer Discretionary/Industrials is next-most represented with three stocks - and an interesting inclusion in Ferrari(NYSE:RACE). It's a leading luxury brand with high-quality earnings and a path toward electric vehicles, along with a 12-month-plus customer order book, the firm says.</p>\n<p>It's joined there by <a href=\"https://laohu8.com/S/JCI\">Johnson Controls</a> International(NYSE:JCI)and <a href=\"https://laohu8.com/S/NOC\">Northrop Grumman</a>(NYSE:NOC).</p>\n<p>Four other sectors are represented by a couple of names each. In Consumer <a href=\"https://laohu8.com/S/SPLS\">Staples</a>, that's <a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>(NYSE:KO)and <a href=\"https://laohu8.com/S/MDLZ\">Mondelez</a>(NASDAQ:MDLZ). Coca-Cola shows \"compelling\" risk/reward leveraged to the COVID-19 recovery, it says.</p>\n<p>In Financials, the stocks are Apollo Global Management(NYSE:APO)and <a href=\"https://laohu8.com/S/SYF\">Synchrony</a> Financial(NYSE:SYF). Apollo is seeing accelerating growth across its assets under management, with fee-related earnings not yet priced in, Morgan Stanley says.</p>\n<p>In <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a>, the names are <a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>(NASDAQ:GILD)and <a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> Group(NYSE:UNH). Gilead has \"significant downside protection\" from its big cash-generating business, and \"that key catalyst such as Trodelvy in HR+ breast cancer can drive the stock higher.\"</p>\n<p>And in Media, it likes <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>(NASDAQ:GOOGL)and Warner Music Group(NASDAQ:WMG). For <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, it says Google's websites growth is set to rebound in 2021 with \"several underappreciated products driven by mobile search, strong YouTube contribution, and continued innovation, such as Maps monetization.\"</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains</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\">\nMorgan Stanley's 15 'vintage values' look to build on past year's 44% gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 07:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"\nIt's the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SYF":"Synchrony Financial","MDLZ":"亿滋","GILD":"吉利德科学","RACE":"法拉利","JCI":"江森自控","APO":"阿波罗全球管理","MSFT":"微软","UNH":"联合健康","CTSH":"高知特","KO":"可口可乐","WMG":"华纳音乐","GOOGL":"谷歌A","NOC":"诺斯罗普格鲁曼","V":"Visa"},"source_url":"https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1154229953","content_text":"Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"\nIt's the 12th year in a row that the firm has put together the list, and it starts with asking each North American analyst for their top pick under those criteria.\nThe resulting list of 60 names got a look from the research department's Stock Selection Committee working with the U.S. Equity Strategy team, Morgan Stanley says.\nAnd they looked at a wide variety of factors, including macro exposure, industry positioning, valuation, and \"crucially\" the risk-reward profile - as well as quantitative ranking, and even ESG scoring.\nLooking back at last year's performance, the firm says its 2021 list produced a 44.2% return from Aug. 20, 2020 to Aug. 20, 2021 - outperforming the S&P 500 by 903 basis points.\nAnd turning to this year's list brings 15 stocks total. It's biased toward high-quality stocks, Morgan Stanley notes, adding the group is also less expensive than the market on price/earnings, price/sales, and several price-to-cash flow measures. It also has a beta under 1, the firm notes.\nIt favors large-caps. And it's roughly balanced in terms of style: 33% of the list is classified as \"Growth,\" while 27% is classified as \"Value.\"\nAnd by Morgan Stanley's sector classifications, Technology is well represented with four names, starting with Microsoft(NASDAQ:MSFT), where \"commercial cloud and expanding margins drive underpriced teens earnings growth.\" In that sector, Microsoft is joined by fellow picks Cognizant Technology Solutions(NASDAQ:CTSH),NCRand Visa(NYSE:V).\nConsumer Discretionary/Industrials is next-most represented with three stocks - and an interesting inclusion in Ferrari(NYSE:RACE). It's a leading luxury brand with high-quality earnings and a path toward electric vehicles, along with a 12-month-plus customer order book, the firm says.\nIt's joined there by Johnson Controls International(NYSE:JCI)and Northrop Grumman(NYSE:NOC).\nFour other sectors are represented by a couple of names each. In Consumer Staples, that's Coca-Cola(NYSE:KO)and Mondelez(NASDAQ:MDLZ). Coca-Cola shows \"compelling\" risk/reward leveraged to the COVID-19 recovery, it says.\nIn Financials, the stocks are Apollo Global Management(NYSE:APO)and Synchrony Financial(NYSE:SYF). Apollo is seeing accelerating growth across its assets under management, with fee-related earnings not yet priced in, Morgan Stanley says.\nIn Healthcare, the names are Gilead Sciences(NASDAQ:GILD)and UnitedHealth Group(NYSE:UNH). Gilead has \"significant downside protection\" from its big cash-generating business, and \"that key catalyst such as Trodelvy in HR+ breast cancer can drive the stock higher.\"\nAnd in Media, it likes Alphabet(NASDAQ:GOOGL)and Warner Music Group(NASDAQ:WMG). For Alphabet, it says Google's websites growth is set to rebound in 2021 with \"several underappreciated products driven by mobile search, strong YouTube contribution, and continued innovation, such as Maps monetization.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":816094166,"gmtCreate":1630454103955,"gmtModify":1676530305919,"author":{"id":"3555032609535572","authorId":"3555032609535572","name":"GohKS","avatar":"https://static.tigerbbs.com/ddc1a9348de7602d7224f258a5a3fa00","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3555032609535572","idStr":"3555032609535572"},"htmlText":"Latest. Please like and comment. Thank you.","listText":"Latest. Please like and comment. Thank you.","text":"Latest. Please like and comment. Thank you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816094166","repostId":1154229953,"repostType":4,"repost":{"id":"1154229953","pubTimestamp":1630453735,"share":"https://ttm.financial/m/news/1154229953?lang=&edition=fundamental","pubTime":"2021-09-01 07:48","market":"us","language":"en","title":"Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1154229953","media":"seekingalpha","summary":"Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: ","content":"<p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>'s annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"</p>\n<p>It's the 12th year in a row that the firm has put together the list, and it starts with asking each North <a href=\"https://laohu8.com/S/AFG\">American</a> analyst for their top pick under those criteria.</p>\n<p>The resulting list of 60 names got a look from the research department's Stock Selection Committee working with the U.S. <a href=\"https://laohu8.com/S/EQR\">Equity</a> Strategy team, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> says.</p>\n<p>And they looked at a wide variety of factors, including macro exposure, industry positioning, valuation, and \"crucially\" the risk-reward profile - as well as quantitative ranking, and even ESG scoring.</p>\n<p>Looking back at last year's performance, the firm says its 2021 list produced a 44.2% return from Aug. 20, 2020 to Aug. 20, 2021 - outperforming the S&amp;P 500 by 903 basis points.</p>\n<p>And turning to this year's list brings 15 stocks total. It's biased toward high-quality stocks, Morgan Stanley notes, adding the group is also less expensive than the market on price/earnings, price/sales, and several price-to-cash flow measures. It also has a beta under 1, the firm notes.</p>\n<p>It favors large-caps. And it's roughly balanced in terms of style: 33% of the list is classified as \"Growth,\" while 27% is classified as \"Value.\"</p>\n<p>And by Morgan Stanley's sector classifications, Technology is well represented with four names, starting with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(NASDAQ:MSFT), where \"commercial cloud and expanding margins drive underpriced teens earnings growth.\" In that sector, Microsoft is joined by fellow picks Cognizant Technology Solutions(NASDAQ:CTSH),NCRand <a href=\"https://laohu8.com/S/V\">Visa</a>(NYSE:V).</p>\n<p>Consumer Discretionary/Industrials is next-most represented with three stocks - and an interesting inclusion in Ferrari(NYSE:RACE). It's a leading luxury brand with high-quality earnings and a path toward electric vehicles, along with a 12-month-plus customer order book, the firm says.</p>\n<p>It's joined there by <a href=\"https://laohu8.com/S/JCI\">Johnson Controls</a> International(NYSE:JCI)and <a href=\"https://laohu8.com/S/NOC\">Northrop Grumman</a>(NYSE:NOC).</p>\n<p>Four other sectors are represented by a couple of names each. In Consumer <a href=\"https://laohu8.com/S/SPLS\">Staples</a>, that's <a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>(NYSE:KO)and <a href=\"https://laohu8.com/S/MDLZ\">Mondelez</a>(NASDAQ:MDLZ). Coca-Cola shows \"compelling\" risk/reward leveraged to the COVID-19 recovery, it says.</p>\n<p>In Financials, the stocks are Apollo Global Management(NYSE:APO)and <a href=\"https://laohu8.com/S/SYF\">Synchrony</a> Financial(NYSE:SYF). Apollo is seeing accelerating growth across its assets under management, with fee-related earnings not yet priced in, Morgan Stanley says.</p>\n<p>In <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a>, the names are <a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>(NASDAQ:GILD)and <a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> Group(NYSE:UNH). Gilead has \"significant downside protection\" from its big cash-generating business, and \"that key catalyst such as Trodelvy in HR+ breast cancer can drive the stock higher.\"</p>\n<p>And in Media, it likes <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>(NASDAQ:GOOGL)and Warner Music Group(NASDAQ:WMG). For <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, it says Google's websites growth is set to rebound in 2021 with \"several underappreciated products driven by mobile search, strong YouTube contribution, and continued innovation, such as Maps monetization.\"</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains</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\">\nMorgan Stanley's 15 'vintage values' look to build on past year's 44% gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 07:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"\nIt's the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SYF":"Synchrony Financial","MDLZ":"亿滋","GILD":"吉利德科学","RACE":"法拉利","JCI":"江森自控","APO":"阿波罗全球管理","MSFT":"微软","UNH":"联合健康","CTSH":"高知特","KO":"可口可乐","WMG":"华纳音乐","GOOGL":"谷歌A","NOC":"诺斯罗普格鲁曼","V":"Visa"},"source_url":"https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1154229953","content_text":"Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"\nIt's the 12th year in a row that the firm has put together the list, and it starts with asking each North American analyst for their top pick under those criteria.\nThe resulting list of 60 names got a look from the research department's Stock Selection Committee working with the U.S. Equity Strategy team, Morgan Stanley says.\nAnd they looked at a wide variety of factors, including macro exposure, industry positioning, valuation, and \"crucially\" the risk-reward profile - as well as quantitative ranking, and even ESG scoring.\nLooking back at last year's performance, the firm says its 2021 list produced a 44.2% return from Aug. 20, 2020 to Aug. 20, 2021 - outperforming the S&P 500 by 903 basis points.\nAnd turning to this year's list brings 15 stocks total. It's biased toward high-quality stocks, Morgan Stanley notes, adding the group is also less expensive than the market on price/earnings, price/sales, and several price-to-cash flow measures. It also has a beta under 1, the firm notes.\nIt favors large-caps. And it's roughly balanced in terms of style: 33% of the list is classified as \"Growth,\" while 27% is classified as \"Value.\"\nAnd by Morgan Stanley's sector classifications, Technology is well represented with four names, starting with Microsoft(NASDAQ:MSFT), where \"commercial cloud and expanding margins drive underpriced teens earnings growth.\" In that sector, Microsoft is joined by fellow picks Cognizant Technology Solutions(NASDAQ:CTSH),NCRand Visa(NYSE:V).\nConsumer Discretionary/Industrials is next-most represented with three stocks - and an interesting inclusion in Ferrari(NYSE:RACE). It's a leading luxury brand with high-quality earnings and a path toward electric vehicles, along with a 12-month-plus customer order book, the firm says.\nIt's joined there by Johnson Controls International(NYSE:JCI)and Northrop Grumman(NYSE:NOC).\nFour other sectors are represented by a couple of names each. In Consumer Staples, that's Coca-Cola(NYSE:KO)and Mondelez(NASDAQ:MDLZ). Coca-Cola shows \"compelling\" risk/reward leveraged to the COVID-19 recovery, it says.\nIn Financials, the stocks are Apollo Global Management(NYSE:APO)and Synchrony Financial(NYSE:SYF). Apollo is seeing accelerating growth across its assets under management, with fee-related earnings not yet priced in, Morgan Stanley says.\nIn Healthcare, the names are Gilead Sciences(NASDAQ:GILD)and UnitedHealth Group(NYSE:UNH). Gilead has \"significant downside protection\" from its big cash-generating business, and \"that key catalyst such as Trodelvy in HR+ breast cancer can drive the stock higher.\"\nAnd in Media, it likes Alphabet(NASDAQ:GOOGL)and Warner Music Group(NASDAQ:WMG). For Alphabet, it says Google's websites growth is set to rebound in 2021 with \"several underappreciated products driven by mobile search, strong YouTube contribution, and continued innovation, such as Maps monetization.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":816095389,"gmtCreate":1630454063241,"gmtModify":1676530305854,"author":{"id":"3571801721484161","authorId":"3571801721484161","name":"Keychain","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3571801721484161","idStr":"3571801721484161"},"htmlText":"Pls like and comment. Thanks","listText":"Pls like and comment. Thanks","text":"Pls like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/816095389","repostId":1154229953,"repostType":4,"repost":{"id":"1154229953","pubTimestamp":1630453735,"share":"https://ttm.financial/m/news/1154229953?lang=&edition=fundamental","pubTime":"2021-09-01 07:48","market":"us","language":"en","title":"Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1154229953","media":"seekingalpha","summary":"Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: ","content":"<p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>'s annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"</p>\n<p>It's the 12th year in a row that the firm has put together the list, and it starts with asking each North <a href=\"https://laohu8.com/S/AFG\">American</a> analyst for their top pick under those criteria.</p>\n<p>The resulting list of 60 names got a look from the research department's Stock Selection Committee working with the U.S. <a href=\"https://laohu8.com/S/EQR\">Equity</a> Strategy team, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> says.</p>\n<p>And they looked at a wide variety of factors, including macro exposure, industry positioning, valuation, and \"crucially\" the risk-reward profile - as well as quantitative ranking, and even ESG scoring.</p>\n<p>Looking back at last year's performance, the firm says its 2021 list produced a 44.2% return from Aug. 20, 2020 to Aug. 20, 2021 - outperforming the S&amp;P 500 by 903 basis points.</p>\n<p>And turning to this year's list brings 15 stocks total. It's biased toward high-quality stocks, Morgan Stanley notes, adding the group is also less expensive than the market on price/earnings, price/sales, and several price-to-cash flow measures. It also has a beta under 1, the firm notes.</p>\n<p>It favors large-caps. And it's roughly balanced in terms of style: 33% of the list is classified as \"Growth,\" while 27% is classified as \"Value.\"</p>\n<p>And by Morgan Stanley's sector classifications, Technology is well represented with four names, starting with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(NASDAQ:MSFT), where \"commercial cloud and expanding margins drive underpriced teens earnings growth.\" In that sector, Microsoft is joined by fellow picks Cognizant Technology Solutions(NASDAQ:CTSH),NCRand <a href=\"https://laohu8.com/S/V\">Visa</a>(NYSE:V).</p>\n<p>Consumer Discretionary/Industrials is next-most represented with three stocks - and an interesting inclusion in Ferrari(NYSE:RACE). It's a leading luxury brand with high-quality earnings and a path toward electric vehicles, along with a 12-month-plus customer order book, the firm says.</p>\n<p>It's joined there by <a href=\"https://laohu8.com/S/JCI\">Johnson Controls</a> International(NYSE:JCI)and <a href=\"https://laohu8.com/S/NOC\">Northrop Grumman</a>(NYSE:NOC).</p>\n<p>Four other sectors are represented by a couple of names each. In Consumer <a href=\"https://laohu8.com/S/SPLS\">Staples</a>, that's <a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>(NYSE:KO)and <a href=\"https://laohu8.com/S/MDLZ\">Mondelez</a>(NASDAQ:MDLZ). Coca-Cola shows \"compelling\" risk/reward leveraged to the COVID-19 recovery, it says.</p>\n<p>In Financials, the stocks are Apollo Global Management(NYSE:APO)and <a href=\"https://laohu8.com/S/SYF\">Synchrony</a> Financial(NYSE:SYF). Apollo is seeing accelerating growth across its assets under management, with fee-related earnings not yet priced in, Morgan Stanley says.</p>\n<p>In <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a>, the names are <a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>(NASDAQ:GILD)and <a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> Group(NYSE:UNH). Gilead has \"significant downside protection\" from its big cash-generating business, and \"that key catalyst such as Trodelvy in HR+ breast cancer can drive the stock higher.\"</p>\n<p>And in Media, it likes <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>(NASDAQ:GOOGL)and Warner Music Group(NASDAQ:WMG). For <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, it says Google's websites growth is set to rebound in 2021 with \"several underappreciated products driven by mobile search, strong YouTube contribution, and continued innovation, such as Maps monetization.\"</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains</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\">\nMorgan Stanley's 15 'vintage values' look to build on past year's 44% gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 07:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"\nIt's the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SYF":"Synchrony Financial","MDLZ":"亿滋","GILD":"吉利德科学","RACE":"法拉利","JCI":"江森自控","APO":"阿波罗全球管理","MSFT":"微软","UNH":"联合健康","CTSH":"高知特","KO":"可口可乐","WMG":"华纳音乐","GOOGL":"谷歌A","NOC":"诺斯罗普格鲁曼","V":"Visa"},"source_url":"https://seekingalpha.com/news/3735451-morgan-stanleys-15-vintage-values-look-to-build-on-past-years-44-gains","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1154229953","content_text":"Morgan Stanley's annual \"Vintage Values\" collection gathers a list of stocks to hold for 12 months: \"mid- to large-caps likely to realize superior risk-adjusted returns over the next year.\"\nIt's the 12th year in a row that the firm has put together the list, and it starts with asking each North American analyst for their top pick under those criteria.\nThe resulting list of 60 names got a look from the research department's Stock Selection Committee working with the U.S. Equity Strategy team, Morgan Stanley says.\nAnd they looked at a wide variety of factors, including macro exposure, industry positioning, valuation, and \"crucially\" the risk-reward profile - as well as quantitative ranking, and even ESG scoring.\nLooking back at last year's performance, the firm says its 2021 list produced a 44.2% return from Aug. 20, 2020 to Aug. 20, 2021 - outperforming the S&P 500 by 903 basis points.\nAnd turning to this year's list brings 15 stocks total. It's biased toward high-quality stocks, Morgan Stanley notes, adding the group is also less expensive than the market on price/earnings, price/sales, and several price-to-cash flow measures. It also has a beta under 1, the firm notes.\nIt favors large-caps. And it's roughly balanced in terms of style: 33% of the list is classified as \"Growth,\" while 27% is classified as \"Value.\"\nAnd by Morgan Stanley's sector classifications, Technology is well represented with four names, starting with Microsoft(NASDAQ:MSFT), where \"commercial cloud and expanding margins drive underpriced teens earnings growth.\" In that sector, Microsoft is joined by fellow picks Cognizant Technology Solutions(NASDAQ:CTSH),NCRand Visa(NYSE:V).\nConsumer Discretionary/Industrials is next-most represented with three stocks - and an interesting inclusion in Ferrari(NYSE:RACE). It's a leading luxury brand with high-quality earnings and a path toward electric vehicles, along with a 12-month-plus customer order book, the firm says.\nIt's joined there by Johnson Controls International(NYSE:JCI)and Northrop Grumman(NYSE:NOC).\nFour other sectors are represented by a couple of names each. In Consumer Staples, that's Coca-Cola(NYSE:KO)and Mondelez(NASDAQ:MDLZ). Coca-Cola shows \"compelling\" risk/reward leveraged to the COVID-19 recovery, it says.\nIn Financials, the stocks are Apollo Global Management(NYSE:APO)and Synchrony Financial(NYSE:SYF). Apollo is seeing accelerating growth across its assets under management, with fee-related earnings not yet priced in, Morgan Stanley says.\nIn Healthcare, the names are Gilead Sciences(NASDAQ:GILD)and UnitedHealth Group(NYSE:UNH). Gilead has \"significant downside protection\" from its big cash-generating business, and \"that key catalyst such as Trodelvy in HR+ breast cancer can drive the stock higher.\"\nAnd in Media, it likes Alphabet(NASDAQ:GOOGL)and Warner Music Group(NASDAQ:WMG). For Alphabet, it says Google's websites growth is set to rebound in 2021 with \"several underappreciated products driven by mobile search, strong YouTube contribution, and continued innovation, such as Maps monetization.\"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5710819,"gmtCreate":1630454094242,"gmtModify":1663233195538,"authorId":3584420866475715,"author":{"id":3584420866475715,"idStr":"3584420866475715","authorId":3584420866475715,"name":"divinepapa","avatar":"https://static.tigerbbs.com/b52780a80da5e755e46198835579e479","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":816095389,"type":1,"supId":0,"prevId":0,"content":"<u>Sure</u>","text":"<u>Sure</u>","html":"<u>Sure</u>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":44,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}