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MarsGuo

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- MarsGuoMarsGuo
  ·2021-04-21
  Netflix price will be under 500.
  Netflix Password-Sharing Crackdown Won’t Feel Heavy Handed, Co-CEO Says
  Netflix wants people to pay their fair share to access its streaming service. But Reed Hastings prom
  Netflix Password-Sharing Crackdown Won’t Feel Heavy Handed, Co-CEO Says
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- MarsGuoMarsGuo
  ·2021-04-19
  Ko is the best.
  7 Earnings Reports to Watch This Week
  Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a
  7 Earnings Reports to Watch This Week
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- MarsGuoMarsGuo
  ·2021-04-19
  Crypto currency is going down hill.
  The Coinbase IPO Ushers In The Next Phase Of The Crypto Bubble: Investing Like It's 1929
  The Roaring Twenties Crypto is a bubble, and the Coinbase (COIN) IPO marks a new phase of the bubble
  The Coinbase IPO Ushers In The Next Phase Of The Crypto Bubble: Investing Like It's 1929
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- MarsGuoMarsGuo
  ·2021-04-19
  Long for Disney
  Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz
  Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify.Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across
  Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz
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But Reed Hastings prom","content":"<br>\n<img height=\"420\" src=\"https://static.tigerbbs.com/4da40bc4c5b4da5c2ce4e14ed393f726\" title=\"Netflix-Logo\" width=\"630\"> \n<p>Netflix wants people to pay their fair share to access its streaming service. But Reed Hastings promises that any crackdown on illicit password-sharing that the company decides to launch across its global footprint won’t be done in an aggressive manner.</p> \n<p>“We’ll test many things, but we would never something roll out that feels like ‘turning the screws'” on people who enjoy the service, Hastings, Netflix’s co-CEO and co-founder, said on the company’s Q1 earnings interview Tuesday. “It’s gotta feel like it makes sense to consumers, that they understand.”</p> \n<p>To date, Netflix hasn’t taken active steps to clamp down on password sharing aside from including specific restrictions in its terms of service, which spell out that any sharing of account credentials outside of the primary account holder’s household is prohibited.</p> \n<p>Last month, the company launched a new global test that displays a warning message to some users on connected TVs that says, “If you don’t live with the owner of this account, you need your own account to keep watching.” Users who see the prompt have the option of receiving an email or text verification code to authenticate the account, or they can click on a button that says “Verify Later.”</p> \n<p>With the test, Netflix wants to make sure “that the people who are using a Netflix account — who are accessing it — are the ones that are authorized to do so, ” COO and chief product officer Greg Peters said in the video interview.</p> \n<p>The company’s password-verification test follows the same framework as other Netflix trials, Peters said, in that it will be conducted “iteratively” and the results will inform how Netflix proceeds. He said there are “different ranges of behavior” by country in terms of password sharing.</p> \n<p>“We don’t really know… what the right place to land is, a priori,” Peters said about notifying freeloaders that they need to purchase their own accounts. The test is “mostly about letting that process unfold and letting our members speak to us about what the ideal model is.”</p> \n<p>For the first quarter of 2021, Netflix fell short of expected streaming subscriber gains — adding about 4 million, compared with its previous 6 million forecast — while it topped Wall Street financial estimates.</p> \n<p>As Netflix’s growth slows down, converting unauthorized password-borrowers into paying subs will become increasingly important. A recent Bank of America survey of 1,000 U.S. adults found that 26% of respondents shared passwords with another household — which technically is a violation of Netflix’s terms of service.</p> \n<p>Also in the earnings interview, Hastings said that Netflix’s biggest competition right now is linear TV, followed by YouTube, while Disney Plus is “considerably smaller” than those two. (On a call in 2017, Hastings cheekily had said Netflix’s No. 1 competitor was “sleep.”)</p> \n<p>Hastings said the company analyzed Q1 metrics across markets — and concluded that competition didn’t play a factor in inhibiting subscriber growth.</p> \n<p>“It’s intensely competitive, but it always has been,” he said, noting that Netflix has squared off against Amazon Prime for 13 years and against Hulu for 14 years. “So there’s no real change we can detect in the competitive environment.”</p>","source":"yahoofinance","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>Netflix Password-Sharing Crackdown Won’t Feel Heavy Handed, Co-CEO 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\">\nNetflix Password-Sharing Crackdown Won’t Feel Heavy Handed, Co-CEO Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/netflix-password-sharing-crackdown-won-231537522.html><strong>Variety</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix wants people to pay their fair share to access its streaming service. But Reed Hastings promises that any crackdown on illicit password-sharing that the company decides to launch across its ...</p>\n\n<a href=\"https://finance.yahoo.com/news/netflix-password-sharing-crackdown-won-231537522.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞"},"source_url":"https://finance.yahoo.com/news/netflix-password-sharing-crackdown-won-231537522.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2129825594","content_text":"Netflix wants people to pay their fair share to access its streaming service. But Reed Hastings promises that any crackdown on illicit password-sharing that the company decides to launch across its global footprint won’t be done in an aggressive manner.\n“We’ll test many things, but we would never something roll out that feels like ‘turning the screws'” on people who enjoy the service, Hastings, Netflix’s co-CEO and co-founder, said on the company’s Q1 earnings interview Tuesday. “It’s gotta feel like it makes sense to consumers, that they understand.”\nTo date, Netflix hasn’t taken active steps to clamp down on password sharing aside from including specific restrictions in its terms of service, which spell out that any sharing of account credentials outside of the primary account holder’s household is prohibited.\nLast month, the company launched a new global test that displays a warning message to some users on connected TVs that says, “If you don’t live with the owner of this account, you need your own account to keep watching.” Users who see the prompt have the option of receiving an email or text verification code to authenticate the account, or they can click on a button that says “Verify Later.”\nWith the test, Netflix wants to make sure “that the people who are using a Netflix account — who are accessing it — are the ones that are authorized to do so, ” COO and chief product officer Greg Peters said in the video interview.\nThe company’s password-verification test follows the same framework as other Netflix trials, Peters said, in that it will be conducted “iteratively” and the results will inform how Netflix proceeds. He said there are “different ranges of behavior” by country in terms of password sharing.\n“We don’t really know… what the right place to land is, a priori,” Peters said about notifying freeloaders that they need to purchase their own accounts. The test is “mostly about letting that process unfold and letting our members speak to us about what the ideal model is.”\nFor the first quarter of 2021, Netflix fell short of expected streaming subscriber gains — adding about 4 million, compared with its previous 6 million forecast — while it topped Wall Street financial estimates.\nAs Netflix’s growth slows down, converting unauthorized password-borrowers into paying subs will become increasingly important. A recent Bank of America survey of 1,000 U.S. adults found that 26% of respondents shared passwords with another household — which technically is a violation of Netflix’s terms of service.\nAlso in the earnings interview, Hastings said that Netflix’s biggest competition right now is linear TV, followed by YouTube, while Disney Plus is “considerably smaller” than those two. (On a call in 2017, Hastings cheekily had said Netflix’s No. 1 competitor was “sleep.”)\nHastings said the company analyzed Q1 metrics across markets — and concluded that competition didn’t play a factor in inhibiting subscriber growth.\n“It’s intensely competitive, but it always has been,” he said, noting that Netflix has squared off against Amazon Prime for 13 years and against Hulu for 14 years. “So there’s no real change we can detect in the competitive environment.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373078612,"gmtCreate":1618807239736,"gmtModify":1704715144204,"author":{"id":"3581805213729728","authorId":"3581805213729728","name":"MarsGuo","avatar":"https://static.tigerbbs.com/081a29c31c11ce816038874c0cb6072b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581805213729728","authorIdStr":"3581805213729728"},"themes":[],"htmlText":"Ko is the best.&nbsp;","listText":"Ko is the best.&nbsp;","text":"Ko is the best.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373078612","repostId":"1114523776","repostType":4,"repost":{"id":"1114523776","kind":"news","pubTimestamp":1618801660,"share":"https://ttm.financial/m/news/1114523776?lang=&edition=fundamental","pubTime":"2021-04-19 11:07","market":"us","language":"en","title":"7 Earnings Reports to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1114523776","media":"InvestorPlace","summary":"Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a","content":"<blockquote><b>Here are the big earnings reports for investors to monitor.</b></blockquote><p>Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.</p><p>It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.</p><p>At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a slew of strong reports. The economy is in better shape than might be expected at this point. Despite selloffs in a few ‘hot’ sectors, and another brief bout of interest rate worries, investor sentiment too remains positive.</p><p>Basically, corporate earnings just need to keep the party going. That’s particularly true over the next few weeks, as the earnings calendar features some of the world’s largest companies across the market’s biggest and most important sectors. They’re the kind of companies whose reports can move entire sectors — and, in a few cases, perhaps the entire market.</p><p>For the next few weeks, earnings reports will take center stage. For this week, these are the seven earnings reports to watch:</p><ul><li><b>Coca-Cola</b>(NYSE:<b><u>KO</u></b>)</li><li><b>IBM</b>(NYSE:<b><u>IBM</u></b>)</li><li><b>Johnson &amp; Johnson</b>(NYSE:<b><u>JNJ</u></b>)</li><li><b>Procter &amp; Gamble</b>(NYSE:<b><u>PG</u></b>)</li><li><b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>)</li><li><b>AT&amp;T</b>(NYSE:<b><u>T</u></b>)</li><li><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>)</li></ul><p>Now, let’s dive in and take a closer look at each one.</p><p><b>Earnings Reports to Watch: Coca-Cola (KO)</b></p><p><b>Earnings Report Date</b>: Monday, April 19, before market open</p><p>In an uncertain environment, the broad reach of the world’s largest beverage company makes earnings this week important for almost every investor.</p><p>After all, both of the company’s channels are in uncharted waters. In supermarkets, the question is how food and beverage companies will fare against the enormously difficult comparisons of last year’s first quarter, and March specifically. In takeaway, the return to normalcy no doubt is providing some help — but how much?</p><p>Coke earnings should give some color on both sides of the business — and not just for Coke, but its rivals and peers.</p><p>It’s an important release for Coca-Cola itself. KO stock still hasn’t clawed back all of the losses it suffered in February and March of last year. Shares in fact are more than 10% off their all-time highs.</p><p>That creates an obvious opportunity. A Coca-Cola that is back to normal should lead to a KO stock that too is back to normal. Add in a dividend yield over 3% and investors would see double-digit returns. If Coca-Cola convinces investors that normalcy is just around the corner, those returns may arrive relatively quickly.</p><p><b>IBM (IBM)</b></p><p><b>Earnings Report Date</b>: Monday, April 19, after market close</p><p>Every earnings report is key for IBM. The company is in the midst of a multi-year turnaround which still hasn’t gained real traction.</p><p>Shares still are down more than one-third from 2013 highs in a market where tech stocks have soared. IBM saw revenue decline for22-consecutive quartersbefore breaking the streak in the fourth quarter of 2017. The top lineturned south againbefore the acquisition of<b>Red Hat</b>added inorganic growth.</p><p>But now Red Hat should be integrated, and bulls see IBM’s cloud business as a potential growth driver. That optimism was enough to push IBM stock to a 52-week high late last month before a recent, modest pullback.</p><p>After the really, expectations certainly aren’t sky-high, but the market no doubt is expecting progress. Anything less, and the “same old IBM” narrative likely follows earnings this week. It’s hard to see how that narrative leads to another round of new highs.</p><p><b>Earnings Reports to Watch: Johnson &amp; Johnson (JNJ)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, before market open</p><p>The market quickly looked pastthe pause in J&amp;J’s Covid-19 vaccineannounced last week. After opening down 3% on Tuesday morning, JNJ stock now is essentially flat for the week.</p><p>There no doubt will be some analyst questions on the first quarter conference call about the vaccine. But investor attention likely will focus on the rest of the business, given J&amp;Jisn’t making much profiton the vaccine.</p><p>And there are real questions to be answered. J&amp;J’s medical device business struggled in 2020, with revenue down more than 10% amid lower elective surgeries. A rebound there could signal a bottom and lift other stocks with similar exposure. The same is true for the skin health and beauty businesses within J&amp;J’s consumer products segment.</p><p>And of course the pharmaceutical remains J&amp;J’s largest, at about 60% of revenue. Products like Stelara and Remicade are far more important to the company’s bottom line than is the Covid-19 vaccine.</p><p>With normalcy returning here in 2021, J&amp;J does seem set up for a good quarter. And that could boost optimism toward a long-term casethat remains attractive.</p><p><b>Procter &amp; Gamble (PG)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, before market open</p><p>CPG (consumer packaged goods) companies like P&amp;G were early and obvious winners from the pandemic. A surge in supermarket revenue and consumer stockpiling led to unusually high growth.</p><p>But normalcy is returning — which isn’t necessarily great news for P&amp;G and its industry. Toilet paper sales, for instance,have plunged this yearas many consumers still are working through purchases made last year.</p><p>Those trends set up a big fiscal third quarter release for P&amp;G on Tuesday morning. PG stock has rallied in recent weeks after fading to an eight-month low in early March. A 23x forward price-to-earnings multiple is well above recent levels. And Q3 is the first of several quarters in which the company will face difficult, pandemic-driven, year-prior comparisons.</p><p>Particularly with PG up about 12% in six weeks, Q3 results need to be strong ahead of more difficult compares in fiscal Q4 and fiscal Q1. If they’re not, PG stock could stumble after the release — and bring other CPG stocks with it.</p><p><b>Earnings Reports to Watch: Netflix (NFLX)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, after market close</p><p>Netflix too seems like an obvious pandemic winner. Early on, NFLX stock was treated as such, as it rallied quickly off March 2020 lows and touched an all-time high in early July.</p><p>Since then, however, NFLX has been stuck. One obvious reason why is that investor attention has turned to other streaming plays such as<b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>) and direct Netflix competitors<b>Disney</b>(NYSE:<b><u>DIS</u></b>) and<b>ViacomCBS</b>(NASDAQ:<b><u>VIAC</u></b>,NASDAQ:<b><u>VIACA</u></b>).</p><p>But earnings haven’t necessarily helped, either. NFLX stock did jump after January’s Q4 report despite a bottom-line miss, but the gains receded in a matter of weeks. Subscriber growthslowed in Q3, which the company attributed to the spike in sign-ups amid the pandemic.</p><p>With normalcy returning, earnings this week can set the 2021 narrative. A blowout quarter in the face of so much new competition establishes Netflix as the king of streaming, with other services simply fighting for second place. Any weakness, particularly in the subscriber count, might suggest that those new platforms are pulling Netflix subscribers away.</p><p>With the forward earnings multiple down to a more reasonable 43x, NFLX stock is cheap enough to break out if its dominance appears assured. And with incremental margins from additional subscribers driving the expected profit growth, it’s expensive enough to plunge if top-line momentum slows. This looks like a big quarter for NFLX stock — and big enough to move other streaming names as well.</p><p><b>AT&amp;T (T)</b></p><p><b>Earnings Report Date</b>: Thursday, April 22, before market open</p><p>One of those new Netflix competitors, of course, is AT&amp;T. The telecommunications giant launched its HBO Max streaming service in May. Despiteclearing 60 million worldwide subscribersby the end of last year, HBO Max hasn’t done much for T stock.</p><p>Of course, nothing has done much for the stock, which actually is down 2% over the past decade. Investors have received a generally healthy dividend, which now yields 7%. But in terms of share price appreciation, AT&amp;T stock has been the definition of ‘dead money’.</p><p>Something needs to change. It’s hard to see what that will be. HBO Max’s growth has been impressive, but the streaming business is cannibalizing revenue from DIRECTV as well as WarnerMedia’s TNT and TBS cable channels. In wireless, AT&amp;T continues to lose share to<b>Verizon Communications</b>(NYSE:<b><u>VZ</u></b>), which reports on Wednesday morning, and a now-larger<b>T-Mobile</b>(NASDAQ:<b><u>TMUS</u></b>).</p><p>Simply put, beyond the dividend yield AT&amp;T hasn’t given investors a good reason to own T stock. It needs to start doing so, and Thursday morning would be a fine time to start. AT&amp;T needs to print sustainable growth either in wireless or in WarnerMedia as a whole. Of course, as the last few years show, that’s easier said than done.</p><p><b>Earnings Reports to Watch: Intel (INTC)</b></p><p><b>Earnings Report Date</b>: Thursday, April 22, after market close</p><p>Earnings this week look absolutely crucial for Intel. INTC plunged after back-to-back earnings reports last year amidyet another stumblein its move to the 7nm node. News in December that<b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) and<b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) weredeveloping their own chipsended a relief rally and sent the stock back to the lows.</p><p>Yet earlier this month INTC threatened its highest level since a brief 2000 peak amid the dot-com bubble. A better-than-expected Q4 release in January certainly helped. But the chip shortage has proved a catalyst as well. In this environment, Intel’s owned manufacturing capacity gives it an edge over ‘fabless’ rivals<b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>) and<b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>).</p><p>In other words, Intel has gotten a reprieve. It’s an advantage the company absolutely must take advantage of. With INTC still trading at 14x forward earnings, the stock is cheap enough that the rally can continue if Intel doesn’t give investors a reason to sell.</p><p>That might seem like a low bar to clear — but Intel’s recent history suggests otherwise.</p>","source":"lsy1606302653667","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 Earnings Reports to Watch This Week</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 Earnings Reports to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/earnings-reports-to-watch-next-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch ...</p>\n\n<a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","PG":"宝洁","NFLX":"奈飞","INTC":"英特尔","IBM":"IBM","KO":"可口可乐","T":"美国电话电报"},"source_url":"https://investorplace.com/earnings-reports-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114523776","content_text":"Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a slew of strong reports. The economy is in better shape than might be expected at this point. Despite selloffs in a few ‘hot’ sectors, and another brief bout of interest rate worries, investor sentiment too remains positive.Basically, corporate earnings just need to keep the party going. That’s particularly true over the next few weeks, as the earnings calendar features some of the world’s largest companies across the market’s biggest and most important sectors. They’re the kind of companies whose reports can move entire sectors — and, in a few cases, perhaps the entire market.For the next few weeks, earnings reports will take center stage. For this week, these are the seven earnings reports to watch:Coca-Cola(NYSE:KO)IBM(NYSE:IBM)Johnson & Johnson(NYSE:JNJ)Procter & Gamble(NYSE:PG)Netflix(NASDAQ:NFLX)AT&T(NYSE:T)Intel(NASDAQ:INTC)Now, let’s dive in and take a closer look at each one.Earnings Reports to Watch: Coca-Cola (KO)Earnings Report Date: Monday, April 19, before market openIn an uncertain environment, the broad reach of the world’s largest beverage company makes earnings this week important for almost every investor.After all, both of the company’s channels are in uncharted waters. In supermarkets, the question is how food and beverage companies will fare against the enormously difficult comparisons of last year’s first quarter, and March specifically. In takeaway, the return to normalcy no doubt is providing some help — but how much?Coke earnings should give some color on both sides of the business — and not just for Coke, but its rivals and peers.It’s an important release for Coca-Cola itself. KO stock still hasn’t clawed back all of the losses it suffered in February and March of last year. Shares in fact are more than 10% off their all-time highs.That creates an obvious opportunity. A Coca-Cola that is back to normal should lead to a KO stock that too is back to normal. Add in a dividend yield over 3% and investors would see double-digit returns. If Coca-Cola convinces investors that normalcy is just around the corner, those returns may arrive relatively quickly.IBM (IBM)Earnings Report Date: Monday, April 19, after market closeEvery earnings report is key for IBM. The company is in the midst of a multi-year turnaround which still hasn’t gained real traction.Shares still are down more than one-third from 2013 highs in a market where tech stocks have soared. IBM saw revenue decline for22-consecutive quartersbefore breaking the streak in the fourth quarter of 2017. The top lineturned south againbefore the acquisition ofRed Hatadded inorganic growth.But now Red Hat should be integrated, and bulls see IBM’s cloud business as a potential growth driver. That optimism was enough to push IBM stock to a 52-week high late last month before a recent, modest pullback.After the really, expectations certainly aren’t sky-high, but the market no doubt is expecting progress. Anything less, and the “same old IBM” narrative likely follows earnings this week. It’s hard to see how that narrative leads to another round of new highs.Earnings Reports to Watch: Johnson & Johnson (JNJ)Earnings Report Date: Tuesday, April 20, before market openThe market quickly looked pastthe pause in J&J’s Covid-19 vaccineannounced last week. After opening down 3% on Tuesday morning, JNJ stock now is essentially flat for the week.There no doubt will be some analyst questions on the first quarter conference call about the vaccine. But investor attention likely will focus on the rest of the business, given J&Jisn’t making much profiton the vaccine.And there are real questions to be answered. J&J’s medical device business struggled in 2020, with revenue down more than 10% amid lower elective surgeries. A rebound there could signal a bottom and lift other stocks with similar exposure. The same is true for the skin health and beauty businesses within J&J’s consumer products segment.And of course the pharmaceutical remains J&J’s largest, at about 60% of revenue. Products like Stelara and Remicade are far more important to the company’s bottom line than is the Covid-19 vaccine.With normalcy returning here in 2021, J&J does seem set up for a good quarter. And that could boost optimism toward a long-term casethat remains attractive.Procter & Gamble (PG)Earnings Report Date: Tuesday, April 20, before market openCPG (consumer packaged goods) companies like P&G were early and obvious winners from the pandemic. A surge in supermarket revenue and consumer stockpiling led to unusually high growth.But normalcy is returning — which isn’t necessarily great news for P&G and its industry. Toilet paper sales, for instance,have plunged this yearas many consumers still are working through purchases made last year.Those trends set up a big fiscal third quarter release for P&G on Tuesday morning. PG stock has rallied in recent weeks after fading to an eight-month low in early March. A 23x forward price-to-earnings multiple is well above recent levels. And Q3 is the first of several quarters in which the company will face difficult, pandemic-driven, year-prior comparisons.Particularly with PG up about 12% in six weeks, Q3 results need to be strong ahead of more difficult compares in fiscal Q4 and fiscal Q1. If they’re not, PG stock could stumble after the release — and bring other CPG stocks with it.Earnings Reports to Watch: Netflix (NFLX)Earnings Report Date: Tuesday, April 20, after market closeNetflix too seems like an obvious pandemic winner. Early on, NFLX stock was treated as such, as it rallied quickly off March 2020 lows and touched an all-time high in early July.Since then, however, NFLX has been stuck. One obvious reason why is that investor attention has turned to other streaming plays such asRoku(NASDAQ:ROKU) and direct Netflix competitorsDisney(NYSE:DIS) andViacomCBS(NASDAQ:VIAC,NASDAQ:VIACA).But earnings haven’t necessarily helped, either. NFLX stock did jump after January’s Q4 report despite a bottom-line miss, but the gains receded in a matter of weeks. Subscriber growthslowed in Q3, which the company attributed to the spike in sign-ups amid the pandemic.With normalcy returning, earnings this week can set the 2021 narrative. A blowout quarter in the face of so much new competition establishes Netflix as the king of streaming, with other services simply fighting for second place. Any weakness, particularly in the subscriber count, might suggest that those new platforms are pulling Netflix subscribers away.With the forward earnings multiple down to a more reasonable 43x, NFLX stock is cheap enough to break out if its dominance appears assured. And with incremental margins from additional subscribers driving the expected profit growth, it’s expensive enough to plunge if top-line momentum slows. This looks like a big quarter for NFLX stock — and big enough to move other streaming names as well.AT&T (T)Earnings Report Date: Thursday, April 22, before market openOne of those new Netflix competitors, of course, is AT&T. The telecommunications giant launched its HBO Max streaming service in May. Despiteclearing 60 million worldwide subscribersby the end of last year, HBO Max hasn’t done much for T stock.Of course, nothing has done much for the stock, which actually is down 2% over the past decade. Investors have received a generally healthy dividend, which now yields 7%. But in terms of share price appreciation, AT&T stock has been the definition of ‘dead money’.Something needs to change. It’s hard to see what that will be. HBO Max’s growth has been impressive, but the streaming business is cannibalizing revenue from DIRECTV as well as WarnerMedia’s TNT and TBS cable channels. In wireless, AT&T continues to lose share toVerizon Communications(NYSE:VZ), which reports on Wednesday morning, and a now-largerT-Mobile(NASDAQ:TMUS).Simply put, beyond the dividend yield AT&T hasn’t given investors a good reason to own T stock. It needs to start doing so, and Thursday morning would be a fine time to start. AT&T needs to print sustainable growth either in wireless or in WarnerMedia as a whole. Of course, as the last few years show, that’s easier said than done.Earnings Reports to Watch: Intel (INTC)Earnings Report Date: Thursday, April 22, after market closeEarnings this week look absolutely crucial for Intel. INTC plunged after back-to-back earnings reports last year amidyet another stumblein its move to the 7nm node. News in December thatApple(NASDAQ:AAPL) andMicrosoft(NASDAQ:MSFT) weredeveloping their own chipsended a relief rally and sent the stock back to the lows.Yet earlier this month INTC threatened its highest level since a brief 2000 peak amid the dot-com bubble. A better-than-expected Q4 release in January certainly helped. But the chip shortage has proved a catalyst as well. In this environment, Intel’s owned manufacturing capacity gives it an edge over ‘fabless’ rivalsAdvanced Micro Devices(NASDAQ:AMD) andNvidia(NASDAQ:NVDA).In other words, Intel has gotten a reprieve. It’s an advantage the company absolutely must take advantage of. With INTC still trading at 14x forward earnings, the stock is cheap enough that the rally can continue if Intel doesn’t give investors a reason to sell.That might seem like a low bar to clear — but Intel’s recent history suggests otherwise.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373099385,"gmtCreate":1618800026647,"gmtModify":1704715025966,"author":{"id":"3581805213729728","authorId":"3581805213729728","name":"MarsGuo","avatar":"https://static.tigerbbs.com/081a29c31c11ce816038874c0cb6072b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581805213729728","authorIdStr":"3581805213729728"},"themes":[],"htmlText":"Crypto currency is going down hill.&nbsp;","listText":"Crypto currency is going down hill.&nbsp;","text":"Crypto currency is going down hill.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373099385","repostId":"1199545656","repostType":4,"repost":{"id":"1199545656","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618798217,"share":"https://ttm.financial/m/news/1199545656?lang=&edition=fundamental","pubTime":"2021-04-19 10:10","market":"us","language":"en","title":"The Coinbase IPO Ushers In The Next Phase Of The Crypto Bubble: Investing Like It's 1929","url":"https://stock-news.laohu8.com/highlight/detail?id=1199545656","media":"Benzinga","summary":"The Roaring Twenties\nCrypto is a bubble, and the Coinbase (COIN) IPO marks a new phase of the bubble","content":"<p><b>The Roaring Twenties</b></p>\n<p>Crypto is a bubble, and the Coinbase (COIN) IPO marks a new phase of the bubble. Let's assess where we are and what to do about it. First, a&nbsp;quick word about bubbles.</p>\n<p><b>Transformative Technology Bubbles</b></p>\n<p>Something can be both transformative and a bubble. The Dot-com bubble of the late 1990s is an obvious example. WhenTheglobe.com(TGLO) went public in 1998 and had the largest post-IPO price spike in history, that was a bubble. When Amazon (AMZN) hit $400 per share in 1998, that was a bubble too. The Dot-com bubble nevertheless spawned transformative technologies and industries. Most of the Dot-com companies, such asTheglobe.com, ended up being essentially worthless. A few, such as Amazon, became trillion dollar+ oligopolies.</p>\n<p><img src=\"https://static.tigerbbs.com/9bda20f53e0bc61c6029224b954166a4\" tg-width=\"635\" tg-height=\"419\">Crypto is obviously in a bubble now, as exemplified by the spike in the meme currency Dogecoin this year, apparently fueled by nothing more than joking Elon Musk tweets.</p>\n<p><img src=\"https://static.tigerbbs.com/f49f2d7398c790fb5c158946856342a7\" tg-width=\"635\" tg-height=\"403\">Let's recap where we are and then talk about next moves.</p>\n<p><b>The Rich Are Getting Richer</b></p>\n<p>Seed investors in Coinbase took victory laps on Wednesday. Venture capitalist Gary Tan took an ostentatious bow.</p>\n<p><img src=\"https://static.tigerbbs.com/0146959c70e69f8921e509abd5d29af0\" tg-width=\"566\" tg-height=\"555\">Y-Combinator&nbsp;co-founder Paul Graham took a subtler bow.</p>\n<p><img src=\"https://static.tigerbbs.com/28ebe46e57369942fbc7297c2aa6252d\" tg-width=\"566\" tg-height=\"365\"><b>The Poor Are Staying Poor</b></p>\n<p>Twitter reminded us that Dollar General (DG) is profitable for a reason.</p>\n<p><img src=\"https://static.tigerbbs.com/823669fb5e7d2b382bd71384071c370d\" tg-width=\"567\" tg-height=\"752\"><b>The Middle Is Getting Squeezed</b></p>\n<p>The Biden administration unveiled plans to&nbsp;flood suburbs&nbsp;with high-density housing.</p>\n<p><img src=\"https://static.tigerbbs.com/e3de003c352b9967f15f09d16612e366\" tg-width=\"567\" tg-height=\"586\"><b>Neoliberals Remain Undaunted</b></p>\n<p>Mass immigration advocate Alex Nowrasteh of the Cato Institute doesn't see any major downside to the products of \"cosmopolitan liberal global capitalism\" we've mentioned above.</p>\n<p><img src=\"https://static.tigerbbs.com/4b004f1514e7def340b585c2606fe7d5\" tg-width=\"564\" tg-height=\"339\">Nowrasteh's obliviousness brought to mind the excellent German show Babylon Berlin, which is set in 1929.</p>\n<p>Widening economic inequality, rampant financial speculation... we have a feeling things are going to get worse in Weimar, but don't spoil it for us.</p>\n<p><b>Where Are We In The Roaring Twenties?</b></p>\n<p>Turning our focus back to investing, if the 2020s are analogous to the 1920s -- and they are in a sense with new technologies and a stock market boom -- how close are we to our version of 1929? In a previous post (How The Next Crash Happens), we mentioned our Twitter correspondent Anatoly Karlin's prediction of bitcoin peaking at over $100,000 followed by crypto bust analogous to the Dot-com bust.</p>\n<p><img src=\"https://static.tigerbbs.com/a71ab563be192dc5ac92b6f73b405bfb\" tg-width=\"568\" tg-height=\"360\">If Karlin is right on the timing, then this year would be analogous to 1929. Of course, his timing may be wrong, but his general prediction seems likely. And as we noted in our original post quoting him, his predictions regarding COVID last year proved prescient.</p>\n<p><b>Investing With 1929 In Mind</b></p>\n<p>Our general approach remains the same here: buy what looks promising over the next several months and hedge in case it goes south. Our system won't start analyzing Coinbase until it's been public for six months, but it's been bullish on a couple of bitcoin proxies in recent months, including Microstrategy (MSTR). Each trading day, our system analyzes thousands of stocks and ETFs and ranks them according to its estimate of their potential returns over the next six months, net of hedging cost. Microstrategy first hit the top ten names of that ranking on December 17th of last year.</p>\n<p><img src=\"https://static.tigerbbs.com/bd44ffd9fe7efb2a2833549b6dba11ec\" tg-width=\"566\" tg-height=\"458\"><i>Screen capture via&nbsp;Portfolio Armor&nbsp;on 12/17/2020.</i></p>\n<p>MSTR is up about 147% since then,</p>\n<p><img src=\"https://static.tigerbbs.com/141cdc799af82c1ea089e52ace11a7cb\" tg-width=\"640\" tg-height=\"334\">And it was one of our top ten names again on April 14th.</p>\n<p><b>After The Bubble Bursts</b></p>\n<p>The advantage of our buy-and-hedge approach during a bubble is obvious enough: instead of getting hit with huge spreads while hoarding precious metals, or losing money shorting the market on the way up, you can make money while protecting your downside risk. This is especially true because no one knows when the bubble is going to burst. But some of you may wonder what we have in mind for after it bursts. The answer is the same buy-and-hedge approach, but likely with very different securities. Our system's universe includes inverse ETFs and ETFs and ETNs tracking fixed income, precious metals, and other assets. There's always a bull market somewhere; we'll find it, and scan for the names that look best to buy and hedge.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Coinbase IPO Ushers In The Next Phase Of The Crypto Bubble: Investing Like It's 1929</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Coinbase IPO Ushers In The Next Phase Of The Crypto Bubble: Investing Like It's 1929\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-19 10:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>The Roaring Twenties</b></p>\n<p>Crypto is a bubble, and the Coinbase (COIN) IPO marks a new phase of the bubble. Let's assess where we are and what to do about it. First, a&nbsp;quick word about bubbles.</p>\n<p><b>Transformative Technology Bubbles</b></p>\n<p>Something can be both transformative and a bubble. The Dot-com bubble of the late 1990s is an obvious example. WhenTheglobe.com(TGLO) went public in 1998 and had the largest post-IPO price spike in history, that was a bubble. When Amazon (AMZN) hit $400 per share in 1998, that was a bubble too. The Dot-com bubble nevertheless spawned transformative technologies and industries. Most of the Dot-com companies, such asTheglobe.com, ended up being essentially worthless. A few, such as Amazon, became trillion dollar+ oligopolies.</p>\n<p><img src=\"https://static.tigerbbs.com/9bda20f53e0bc61c6029224b954166a4\" tg-width=\"635\" tg-height=\"419\">Crypto is obviously in a bubble now, as exemplified by the spike in the meme currency Dogecoin this year, apparently fueled by nothing more than joking Elon Musk tweets.</p>\n<p><img src=\"https://static.tigerbbs.com/f49f2d7398c790fb5c158946856342a7\" tg-width=\"635\" tg-height=\"403\">Let's recap where we are and then talk about next moves.</p>\n<p><b>The Rich Are Getting Richer</b></p>\n<p>Seed investors in Coinbase took victory laps on Wednesday. Venture capitalist Gary Tan took an ostentatious bow.</p>\n<p><img src=\"https://static.tigerbbs.com/0146959c70e69f8921e509abd5d29af0\" tg-width=\"566\" tg-height=\"555\">Y-Combinator&nbsp;co-founder Paul Graham took a subtler bow.</p>\n<p><img src=\"https://static.tigerbbs.com/28ebe46e57369942fbc7297c2aa6252d\" tg-width=\"566\" tg-height=\"365\"><b>The Poor Are Staying Poor</b></p>\n<p>Twitter reminded us that Dollar General (DG) is profitable for a reason.</p>\n<p><img src=\"https://static.tigerbbs.com/823669fb5e7d2b382bd71384071c370d\" tg-width=\"567\" tg-height=\"752\"><b>The Middle Is Getting Squeezed</b></p>\n<p>The Biden administration unveiled plans to&nbsp;flood suburbs&nbsp;with high-density housing.</p>\n<p><img src=\"https://static.tigerbbs.com/e3de003c352b9967f15f09d16612e366\" tg-width=\"567\" tg-height=\"586\"><b>Neoliberals Remain Undaunted</b></p>\n<p>Mass immigration advocate Alex Nowrasteh of the Cato Institute doesn't see any major downside to the products of \"cosmopolitan liberal global capitalism\" we've mentioned above.</p>\n<p><img src=\"https://static.tigerbbs.com/4b004f1514e7def340b585c2606fe7d5\" tg-width=\"564\" tg-height=\"339\">Nowrasteh's obliviousness brought to mind the excellent German show Babylon Berlin, which is set in 1929.</p>\n<p>Widening economic inequality, rampant financial speculation... we have a feeling things are going to get worse in Weimar, but don't spoil it for us.</p>\n<p><b>Where Are We In The Roaring Twenties?</b></p>\n<p>Turning our focus back to investing, if the 2020s are analogous to the 1920s -- and they are in a sense with new technologies and a stock market boom -- how close are we to our version of 1929? In a previous post (How The Next Crash Happens), we mentioned our Twitter correspondent Anatoly Karlin's prediction of bitcoin peaking at over $100,000 followed by crypto bust analogous to the Dot-com bust.</p>\n<p><img src=\"https://static.tigerbbs.com/a71ab563be192dc5ac92b6f73b405bfb\" tg-width=\"568\" tg-height=\"360\">If Karlin is right on the timing, then this year would be analogous to 1929. Of course, his timing may be wrong, but his general prediction seems likely. And as we noted in our original post quoting him, his predictions regarding COVID last year proved prescient.</p>\n<p><b>Investing With 1929 In Mind</b></p>\n<p>Our general approach remains the same here: buy what looks promising over the next several months and hedge in case it goes south. Our system won't start analyzing Coinbase until it's been public for six months, but it's been bullish on a couple of bitcoin proxies in recent months, including Microstrategy (MSTR). Each trading day, our system analyzes thousands of stocks and ETFs and ranks them according to its estimate of their potential returns over the next six months, net of hedging cost. Microstrategy first hit the top ten names of that ranking on December 17th of last year.</p>\n<p><img src=\"https://static.tigerbbs.com/bd44ffd9fe7efb2a2833549b6dba11ec\" tg-width=\"566\" tg-height=\"458\"><i>Screen capture via&nbsp;Portfolio Armor&nbsp;on 12/17/2020.</i></p>\n<p>MSTR is up about 147% since then,</p>\n<p><img src=\"https://static.tigerbbs.com/141cdc799af82c1ea089e52ace11a7cb\" tg-width=\"640\" tg-height=\"334\">And it was one of our top ten names again on April 14th.</p>\n<p><b>After The Bubble Bursts</b></p>\n<p>The advantage of our buy-and-hedge approach during a bubble is obvious enough: instead of getting hit with huge spreads while hoarding precious metals, or losing money shorting the market on the way up, you can make money while protecting your downside risk. This is especially true because no one knows when the bubble is going to burst. But some of you may wonder what we have in mind for after it bursts. The answer is the same buy-and-hedge approach, but likely with very different securities. Our system's universe includes inverse ETFs and ETFs and ETNs tracking fixed income, precious metals, and other assets. There's always a bull market somewhere; we'll find it, and scan for the names that look best to buy and hedge.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199545656","content_text":"The Roaring Twenties\nCrypto is a bubble, and the Coinbase (COIN) IPO marks a new phase of the bubble. Let's assess where we are and what to do about it. First, a quick word about bubbles.\nTransformative Technology Bubbles\nSomething can be both transformative and a bubble. The Dot-com bubble of the late 1990s is an obvious example. WhenTheglobe.com(TGLO) went public in 1998 and had the largest post-IPO price spike in history, that was a bubble. When Amazon (AMZN) hit $400 per share in 1998, that was a bubble too. The Dot-com bubble nevertheless spawned transformative technologies and industries. Most of the Dot-com companies, such asTheglobe.com, ended up being essentially worthless. A few, such as Amazon, became trillion dollar+ oligopolies.\nCrypto is obviously in a bubble now, as exemplified by the spike in the meme currency Dogecoin this year, apparently fueled by nothing more than joking Elon Musk tweets.\nLet's recap where we are and then talk about next moves.\nThe Rich Are Getting Richer\nSeed investors in Coinbase took victory laps on Wednesday. Venture capitalist Gary Tan took an ostentatious bow.\nY-Combinator co-founder Paul Graham took a subtler bow.\nThe Poor Are Staying Poor\nTwitter reminded us that Dollar General (DG) is profitable for a reason.\nThe Middle Is Getting Squeezed\nThe Biden administration unveiled plans to flood suburbs with high-density housing.\nNeoliberals Remain Undaunted\nMass immigration advocate Alex Nowrasteh of the Cato Institute doesn't see any major downside to the products of \"cosmopolitan liberal global capitalism\" we've mentioned above.\nNowrasteh's obliviousness brought to mind the excellent German show Babylon Berlin, which is set in 1929.\nWidening economic inequality, rampant financial speculation... we have a feeling things are going to get worse in Weimar, but don't spoil it for us.\nWhere Are We In The Roaring Twenties?\nTurning our focus back to investing, if the 2020s are analogous to the 1920s -- and they are in a sense with new technologies and a stock market boom -- how close are we to our version of 1929? In a previous post (How The Next Crash Happens), we mentioned our Twitter correspondent Anatoly Karlin's prediction of bitcoin peaking at over $100,000 followed by crypto bust analogous to the Dot-com bust.\nIf Karlin is right on the timing, then this year would be analogous to 1929. Of course, his timing may be wrong, but his general prediction seems likely. And as we noted in our original post quoting him, his predictions regarding COVID last year proved prescient.\nInvesting With 1929 In Mind\nOur general approach remains the same here: buy what looks promising over the next several months and hedge in case it goes south. Our system won't start analyzing Coinbase until it's been public for six months, but it's been bullish on a couple of bitcoin proxies in recent months, including Microstrategy (MSTR). Each trading day, our system analyzes thousands of stocks and ETFs and ranks them according to its estimate of their potential returns over the next six months, net of hedging cost. Microstrategy first hit the top ten names of that ranking on December 17th of last year.\nScreen capture via Portfolio Armor on 12/17/2020.\nMSTR is up about 147% since then,\nAnd it was one of our top ten names again on April 14th.\nAfter The Bubble Bursts\nThe advantage of our buy-and-hedge approach during a bubble is obvious enough: instead of getting hit with huge spreads while hoarding precious metals, or losing money shorting the market on the way up, you can make money while protecting your downside risk. This is especially true because no one knows when the bubble is going to burst. But some of you may wonder what we have in mind for after it bursts. The answer is the same buy-and-hedge approach, but likely with very different securities. Our system's universe includes inverse ETFs and ETFs and ETNs tracking fixed income, precious metals, and other assets. There's always a bull market somewhere; we'll find it, and scan for the names that look best to buy and hedge.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373007860,"gmtCreate":1618799799450,"gmtModify":1704715023530,"author":{"id":"3581805213729728","authorId":"3581805213729728","name":"MarsGuo","avatar":"https://static.tigerbbs.com/081a29c31c11ce816038874c0cb6072b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581805213729728","authorIdStr":"3581805213729728"},"themes":[],"htmlText":"Long for Disney&nbsp;","listText":"Long for Disney&nbsp;","text":"Long for Disney","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373007860","repostId":"1162662309","repostType":4,"repost":{"id":"1162662309","kind":"news","pubTimestamp":1618762645,"share":"https://ttm.financial/m/news/1162662309?lang=&edition=fundamental","pubTime":"2021-04-19 00:17","market":"us","language":"en","title":"Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz","url":"https://stock-news.laohu8.com/highlight/detail?id=1162662309","media":"seekingalpha","summary":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify.Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across ","content":"<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).</p><p>Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson &amp; Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.</p><p><b>Earnings spotlight:</b>&nbsp;Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson &amp; Johnson (JNJ), Procter &amp; Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&amp;T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.</p><p><img src=\"https://static.tigerbbs.com/522c9bdad799a71c4e6bad965f9f00f3\" tg-width=\"1530\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><b>IPO watch:</b>&nbsp;IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.</p><p><b>Apple event:</b>&nbsp;Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.</p><p><b>Projected dividend increases (quarterly):</b>&nbsp;Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson &amp; Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.</p><p><b>M&amp;A tidbits:</b>&nbsp;The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.</p><p><b>ARK Invest watch:</b>&nbsp;Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.</p><p><b>Corporate spotlight:</b>&nbsp;Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye &amp; Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.</p><p><b>Conferences rundown:</b>&nbsp;Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP &amp; Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.</p><p><b>Barron's mentions:</b>&nbsp;Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz</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\">\nStocks To Watch: Apple Event, Disney Callout And Earnings Blitz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 00:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday ...</p>\n\n<a href=\"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162662309","content_text":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson & Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.Earnings spotlight: Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson & Johnson (JNJ), Procter & Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.IPO watch: IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.Apple event: Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.Projected dividend increases (quarterly): Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson & Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.M&A tidbits: The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.ARK Invest watch: Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.Corporate spotlight: Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye & Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.Conferences rundown: Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP & Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.Barron's mentions: Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}