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LuluDMaster

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- LuluDMasterLuluDMaster
  ·2022-09-29
  $TAL Education Group(TAL)$
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- LuluDMasterLuluDMaster
  ·2021-08-17
  Buy and keep
  Sorry, this post has been deleted
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- LuluDMasterLuluDMaster
  ·2021-08-16
  Sad sad sad
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- LuluDMasterLuluDMaster
  ·2021-08-10
  Cannot wait to see the hike of Nio stock
  What to Expect When Nio Reports Earnings
  NIO reports on Wednesday night. Here's a preview.
  What to Expect When Nio Reports Earnings
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- LuluDMasterLuluDMaster
  ·2021-07-22
  A must invest counter
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- LuluDMasterLuluDMaster
  ·2021-07-21
  Back to 50 years ago we have Kennedy and Neil Armstrong.....
  Ignore Jeff Bezos Going to Space. Tesla’s Elon Musk Is the Real Winner
  Investors usually want to know what the most important story of the day is, the thing responsible for driving stocks with the potential to become an investing theme that drives returns for months or years.Jeff Bezos going into space is not that thing.Sometimes, that one big thing is obvious. On Monday, it was Covid-19. The S&P 500 dropped 1.6%. The Dow Jones Industrial Average dropped more than 2%. And for good reason: The Covid-19 variants are a big deal, even if the market’s drop proves to be
  Ignore Jeff Bezos Going to Space. Tesla’s Elon Musk Is the Real Winner
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- LuluDMasterLuluDMaster
  ·2021-07-20
  Add add add to watch list
  10 Stocks to Buy That Will Double in the Second Half of 2021
  These 10 stocks to buy are ready to move higher in second half of 2021. It’s never easy to pick sto
  10 Stocks to Buy That Will Double in the Second Half of 2021
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- LuluDMasterLuluDMaster
  ·2021-07-19
  It is like a basket ball, you hit it down and the ball will jump up again
  Don't Fear A Stock Market Crash
  Summary Warnings and claims of a stock market crash keep surfacing as the markets continue to push
  Don't Fear A Stock Market Crash
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- LuluDMasterLuluDMaster
  ·2021-06-14
  Why Elon Musk changes his mind so frequently?
  Bitcoin sector stocks gained in pre-market trading
  Bitcoin sector stocks gained in pre-market trading,CAN shares rose more than 10% in pre-market. Tesl
  Bitcoin sector stocks gained in pre-market trading
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href=\"https://ttm.financial/S/TAL\">$TAL Education Group(TAL)$</a>","listText":"<a href=\"https://ttm.financial/S/TAL\">$TAL Education Group(TAL)$</a>","text":"$TAL Education Group(TAL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918742314","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839795545,"gmtCreate":1629179925487,"gmtModify":1676529955862,"author":{"id":"3581858711036774","authorId":"3581858711036774","name":"LuluDMaster","avatar":"https://static.tigerbbs.com/5c80e8eaf7b543cff0a24f387c508324","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581858711036774","idStr":"3581858711036774"},"themes":[],"htmlText":"Buy and keep","listText":"Buy and keep","text":"Buy and keep","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839795545","repostId":"2159222279","repostType":4,"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839974170,"gmtCreate":1629120819190,"gmtModify":1676529936610,"author":{"id":"3581858711036774","authorId":"3581858711036774","name":"LuluDMaster","avatar":"https://static.tigerbbs.com/5c80e8eaf7b543cff0a24f387c508324","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581858711036774","idStr":"3581858711036774"},"themes":[],"htmlText":"Sad sad sad","listText":"Sad sad sad","text":"Sad sad sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839974170","repostId":"1112885056","repostType":4,"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892080765,"gmtCreate":1628610753557,"gmtModify":1676529797884,"author":{"id":"3581858711036774","authorId":"3581858711036774","name":"LuluDMaster","avatar":"https://static.tigerbbs.com/5c80e8eaf7b543cff0a24f387c508324","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581858711036774","idStr":"3581858711036774"},"themes":[],"htmlText":"Cannot wait to see the hike of Nio stock","listText":"Cannot wait to see the hike of Nio stock","text":"Cannot wait to see the hike of Nio stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892080765","repostId":"2158479992","repostType":4,"repost":{"id":"2158479992","pubTimestamp":1628601960,"share":"https://ttm.financial/m/news/2158479992?lang=&edition=fundamental","pubTime":"2021-08-10 21:26","market":"us","language":"en","title":"What to Expect When Nio Reports Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2158479992","media":"Motley Fool","summary":"NIO reports on Wednesday night. Here's a preview.","content":"<p>Chinese electric-vehicle maker <b>Nio </b>(NYSE:NIO) will report its second-quarter earnings results after the U.S. markets close on Wednesday, Aug. 11. What should we expect?</p>\n<h2>What Wall Street expects</h2>\n<p>Wall Street analysts polled by Thomson Reuters expect Nio to report a loss of $0.11 per American depositary share, on average, on revenue of $1.28 billion.&nbsp;</p>\n<p>That would be a significant improvement from a year ago. In what was a better-than-expected result at the time, Nio lost $0.16 per share on revenue of $526.4 million in the second quarter of 2020.</p>\n<p>One key analyst thinks Nio could do a bit better. Edison Yu of Deutsche Bank, who has covered Nio closely, said in a note ahead of earnings that he expects Nio's results to come in a bit ahead of Wall Street's consensus. Specifically, Yu and his team expect Nio to report a loss of about 0.44 Chinese yuan per share (about $0.07) on revenue of 8.57 billion yuan ($1.32 billion) for the second quarter.</p>\n<p>Yu also expects Nio to share details about its plans for a lower-cost sub-brand during the earnings call. Nio last month hired a former <a href=\"https://laohu8.com/S/WE\">WeWork</a> executive, Ai Tiecheng, who is expected to take charge of that effort.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c3729d679f177c74896b4a720546541\" tg-width=\"700\" tg-height=\"442\" referrerpolicy=\"no-referrer\"><span>Nio's second-quarter deliveries came in near the high end of its guidance, despite the ongoing effects of a global chip shortage. Image source: Nio.</span></p>\n<h2>Highlights of Nio's second quarter</h2>\n<ul>\n <li>Nio delivered 21,896 vehicles in the second quarter, a 112% increase from the year-ago period and near the high end of its guidance range.&nbsp;</li>\n <li>The sales gain came amid a global shortage of semiconductors that has constrained the manufacturing output of many automakers, including Nio.</li>\n <li>Nio's monthly deliveries hit an all-time high in June, when it delivered just over 8,000 vehicles for the first time.&nbsp;</li>\n <li>In May, Nio announced that it has extended its contract with its current manufacturing partner for another three years, and that the partner, state-owned automaker <b>Jianghuai Automobile Group</b> (JAC), has agreed to double its factory's capacity to roughly 20,000 Nios per month.</li>\n</ul>\n<p>Note that while the chip shortage has held Nio's production down to some extent, JAC's factory has the capacity to build 10,000 Nios per month now, following a series of upgrades that were completed earlier this year.</p>\n<h2>What was Nio's guidance for the second quarter?</h2>\n<p>Back in May, Nio said that auto investors should expect the following for the second quarter, taking the effects of the chip shortage into account:</p>\n<ul>\n <li>Deliveries of between 21,000 and 22,000 vehicles, roughly double its Q2 2020 total.</li>\n <li>Total revenue between 8.15 billion Chinese yuan ($1.24 billion) and 8.5 billion yuan ($1.3 billion), up from 3.72 billion yuan in Q2 2020.</li>\n</ul>\n<h2>What should we expect when Nio reports earnings?</h2>\n<p>On the <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, Nio has struggled a bit with supply line issues in recent months, not only from the chip shortage but also from a shortage of shock absorbers that hurt its output over the last couple of months. (Not only was Nio's July deliveries total down from June, it was beaten -- for the first time -- by both of its local electric-vehicle rivals, <b>Xpeng </b>(NYSE:XPEV) and <b>Li Auto </b>(NASDAQ:LI)).&nbsp;</p>\n<p>On the other hand, CEO William Bin Li and his team have executed quite well over the past year, and that inspires some confidence -- as did the company's success in hitting the higher end of its guidance range for deliveries.&nbsp;</p>\n<p>I'm inclined to think that Nio probably did a good job of keeping costs under control, and that its loss will be somewhat narrower than Wall Street's consensus expectation -- perhaps roughly in line with Edison Yu's upbeat forecast.&nbsp;</p>\n<p>But that said, I also think that investors will be watching Nio's guidance for the rest of 2021 closely, and that guidance may drive the stock price more than the earnings results themselves. We'll find out on Wednesday afternoon.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Expect When Nio Reports Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat to Expect When Nio Reports Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 21:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/10/what-to-expect-when-nio-reports-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese electric-vehicle maker Nio (NYSE:NIO) will report its second-quarter earnings results after the U.S. markets close on Wednesday, Aug. 11. What should we expect?\nWhat Wall Street expects\nWall ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/10/what-to-expect-when-nio-reports-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/08/10/what-to-expect-when-nio-reports-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158479992","content_text":"Chinese electric-vehicle maker Nio (NYSE:NIO) will report its second-quarter earnings results after the U.S. markets close on Wednesday, Aug. 11. What should we expect?\nWhat Wall Street expects\nWall Street analysts polled by Thomson Reuters expect Nio to report a loss of $0.11 per American depositary share, on average, on revenue of $1.28 billion. \nThat would be a significant improvement from a year ago. In what was a better-than-expected result at the time, Nio lost $0.16 per share on revenue of $526.4 million in the second quarter of 2020.\nOne key analyst thinks Nio could do a bit better. Edison Yu of Deutsche Bank, who has covered Nio closely, said in a note ahead of earnings that he expects Nio's results to come in a bit ahead of Wall Street's consensus. Specifically, Yu and his team expect Nio to report a loss of about 0.44 Chinese yuan per share (about $0.07) on revenue of 8.57 billion yuan ($1.32 billion) for the second quarter.\nYu also expects Nio to share details about its plans for a lower-cost sub-brand during the earnings call. Nio last month hired a former WeWork executive, Ai Tiecheng, who is expected to take charge of that effort.\nNio's second-quarter deliveries came in near the high end of its guidance, despite the ongoing effects of a global chip shortage. Image source: Nio.\nHighlights of Nio's second quarter\n\nNio delivered 21,896 vehicles in the second quarter, a 112% increase from the year-ago period and near the high end of its guidance range. \nThe sales gain came amid a global shortage of semiconductors that has constrained the manufacturing output of many automakers, including Nio.\nNio's monthly deliveries hit an all-time high in June, when it delivered just over 8,000 vehicles for the first time. \nIn May, Nio announced that it has extended its contract with its current manufacturing partner for another three years, and that the partner, state-owned automaker Jianghuai Automobile Group (JAC), has agreed to double its factory's capacity to roughly 20,000 Nios per month.\n\nNote that while the chip shortage has held Nio's production down to some extent, JAC's factory has the capacity to build 10,000 Nios per month now, following a series of upgrades that were completed earlier this year.\nWhat was Nio's guidance for the second quarter?\nBack in May, Nio said that auto investors should expect the following for the second quarter, taking the effects of the chip shortage into account:\n\nDeliveries of between 21,000 and 22,000 vehicles, roughly double its Q2 2020 total.\nTotal revenue between 8.15 billion Chinese yuan ($1.24 billion) and 8.5 billion yuan ($1.3 billion), up from 3.72 billion yuan in Q2 2020.\n\nWhat should we expect when Nio reports earnings?\nOn the one hand, Nio has struggled a bit with supply line issues in recent months, not only from the chip shortage but also from a shortage of shock absorbers that hurt its output over the last couple of months. (Not only was Nio's July deliveries total down from June, it was beaten -- for the first time -- by both of its local electric-vehicle rivals, Xpeng (NYSE:XPEV) and Li Auto (NASDAQ:LI)). \nOn the other hand, CEO William Bin Li and his team have executed quite well over the past year, and that inspires some confidence -- as did the company's success in hitting the higher end of its guidance range for deliveries. \nI'm inclined to think that Nio probably did a good job of keeping costs under control, and that its loss will be somewhat narrower than Wall Street's consensus expectation -- perhaps roughly in line with Edison Yu's upbeat forecast. \nBut that said, I also think that investors will be watching Nio's guidance for the rest of 2021 closely, and that guidance may drive the stock price more than the earnings results themselves. We'll find out on Wednesday afternoon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172173071,"gmtCreate":1626946868793,"gmtModify":1703481114091,"author":{"id":"3581858711036774","authorId":"3581858711036774","name":"LuluDMaster","avatar":"https://static.tigerbbs.com/5c80e8eaf7b543cff0a24f387c508324","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581858711036774","idStr":"3581858711036774"},"themes":[],"htmlText":"A must invest counter","listText":"A must invest counter","text":"A must invest counter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172173071","repostId":"2153620111","repostType":2,"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178776770,"gmtCreate":1626841666590,"gmtModify":1703766236177,"author":{"id":"3581858711036774","authorId":"3581858711036774","name":"LuluDMaster","avatar":"https://static.tigerbbs.com/5c80e8eaf7b543cff0a24f387c508324","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581858711036774","idStr":"3581858711036774"},"themes":[],"htmlText":"Back to 50 years ago we have Kennedy and Neil Armstrong.....&nbsp;","listText":"Back to 50 years ago we have Kennedy and Neil Armstrong.....&nbsp;","text":"Back to 50 years ago we have Kennedy and Neil Armstrong.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178776770","repostId":"1128230365","repostType":4,"repost":{"id":"1128230365","pubTimestamp":1626837921,"share":"https://ttm.financial/m/news/1128230365?lang=&edition=fundamental","pubTime":"2021-07-21 11:25","market":"us","language":"en","title":"Ignore Jeff Bezos Going to Space. Tesla’s Elon Musk Is the Real Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=1128230365","media":"Barrons","summary":"Investors usually want to know what the most important story of the day is, the thing responsible for driving stocks with the potential to become an investing theme that drives returns for months or years.Jeff Bezos going into space is not that thing.Sometimes, that one big thing is obvious. On Monday, it was Covid-19. The S&P 500 dropped 1.6%. The Dow Jones Industrial Average dropped more than 2%. And for good reason: The Covid-19 variants are a big deal, even if the market’s drop proves to be ","content":"<p>Investors usually want to know what the most important story of the day is, the thing responsible for driving stocks with the potential to become an investing theme that drives returns for months or years.</p>\n<p>Jeff Bezos&nbsp;going into space is not that thing.</p>\n<p>Sometimes, that one big thing is obvious. On Monday, it was Covid-19. The S&amp;P 500 dropped 1.6%. The Dow Jones Industrial Average dropped more than 2%. And for good reason: The Covid-19 variants are a big deal, even if the market’s drop proves to be another blip on the way to higher returns.</p>\n<p>Sometimes, though, investors need to know what they shouldn’t bother to care about, too. Do you know what today’s least significant story is? Amazon.com’s Jeff Bezos going into space.</p>\n<p>The successful flight was a little anti-climactic for livestream watchers. There were a lot of “woohoos” and “awesomes” uttered by the crew, even a few “amazings.” Still, 82-year old newly minted astronaut Wally Funk said “It was only about five minutes.”</p>\n<p>You wouldn’t know it from the coverage, of which I’ve been a big part. I’m addicted to stories about billionaires spending their money, a little like People magazine is addicted to the Kardashians.</p>\n<p>The Kardashian analogy is apt. The billionaire space race is entertainment for investors and little more. It’s the modern equivalent of a huge baroque garden or a Victorian menagerie complete with wild animals from India.</p>\n<p>(The post-launch press conference included its own menagerie of a sort. The New Shepard crew showed off a collection of items carried on the flight including a piece of a Wright brothers plane, a medallion from a 19th-century hot air balloon, and a pair of Amelia Earhart’s flight goggles.)</p>\n<p>Rich people spending money has always been a thing, and sometimes it benefits everyone else. People can still visit the gardens at Versailles. They are impressive, even inspiring.</p>\n<p>Everyone, including Bezos, knows the personal rocket company business is ripe for criticism. The Amazon founder admits critics of space tourism are largely right. Still, space supporters point to the potential benefits of pushing technological boundaries. The world, after all, might end up with superfast commercial jets or flying cars a generation or more down the road.</p>\n<p>But the “to be sure” of the space tourism saga isn’t the potential trickle-down technological benefits from billionaire space dalliances. Long-term technological enhancements are the theoretical reason any mania can be positive for society. The dot.com era, for instance, left us with Amazon (ticker: AMZN) and more widespread internet access.</p>\n<p>Not all manias are so giving though. The Financial Crisis was driven by financial technology—collateralized debt obligations and credit default swaps. No one is thanking their lucky stars for those products. There is no guarantee manias result in useful technology. Just look at the most recent financial innovation of zero-commission trades. It’s given us meme-stocks.</p>\n<p>But if the space race has done anything, it’s made traveling to the stars cheaper than it’s ever been. The Space Shuttle cost about $450 million a mission, according to NASA’s numbers. The orbiter itself—the spacecraft on the back of the rockets—cost about $1.7 billion. Ultimately, a generation of investing in higher-than-average cost space shuttle technology left America with movies such as Space Camp, U.S. taxpayers with a little more debt, and the lack of astronaut carrying domestic space launch capabilities for a decade.</p>\n<p>That’s changed now, but it has little to do with Bezos or Virgin Galactic’s (SPCE)Richard Branson.Instead, space lovers should thank Tesla (TSLA) and SpaceX CEO Elon Musk. He, like other billionaires, has expressed lofty goals to make humanity a multi-planetary species. Musk however isn’t going into space on a tourist flight. He’s the one that brought launch capabilities back to America by pioneering the use of reusable rockets. It is ferrying NASA astronauts to the International Space Station while launching hundreds of small satellites that offer space-based Wi-Fi to clients around the globe. Partly as a result of that decision, SpaceX is worth an estimated $74 billion in private markets.</p>\n<p>Compare that to Virgin Galactic, which is worth about $7 billion after creating what Canaccord analyst Ken Herbert described as “ Disney for the 1% of the 1%.”</p>\n<p>That sounds negative, but Herbert rates Galactic shares Buy. He believes clients should put the stock in their portfolios. And his $48 target price values Galactic at roughly $11.5 billion. There might just be a long-term business in space tourism.</p>\n<p>That illustrates the real “to be sure” of a billionaire space story. If Bezos, or Branson, wants to build an organization to take them to space, so be it. Those are high-paying jobs for bright engineers. Billionaires can do what they want with their money.</p>\n<p>Not even Amazon’s stock seems to care all that much about Bezos’s successful flight. Shares closed up about 0.7% on Tuesday, while stock in Virgin Galactic dropped 1.3%. Tesla stock rose 2.2%, rising for the second consecutive day in the run-up to reporting second-quarter numbers on July 26. The S&amp;P 500 gained 1.5%, rebounding from Monday’s Covid-19 induced selloff.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ignore Jeff Bezos Going to Space. Tesla’s Elon Musk Is the Real Winner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIgnore Jeff Bezos Going to Space. Tesla’s Elon Musk Is the Real Winner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-jeff-bezos-space-tesla-elon-musk-spacex-51626783483?mod=hp_DAY_Theme_1_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors usually want to know what the most important story of the day is, the thing responsible for driving stocks with the potential to become an investing theme that drives returns for months or ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-jeff-bezos-space-tesla-elon-musk-spacex-51626783483?mod=hp_DAY_Theme_1_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","TSLA":"特斯拉","SPCE":"维珍银河"},"source_url":"https://www.barrons.com/articles/amazon-jeff-bezos-space-tesla-elon-musk-spacex-51626783483?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128230365","content_text":"Investors usually want to know what the most important story of the day is, the thing responsible for driving stocks with the potential to become an investing theme that drives returns for months or years.\nJeff Bezos going into space is not that thing.\nSometimes, that one big thing is obvious. On Monday, it was Covid-19. The S&P 500 dropped 1.6%. The Dow Jones Industrial Average dropped more than 2%. And for good reason: The Covid-19 variants are a big deal, even if the market’s drop proves to be another blip on the way to higher returns.\nSometimes, though, investors need to know what they shouldn’t bother to care about, too. Do you know what today’s least significant story is? Amazon.com’s Jeff Bezos going into space.\nThe successful flight was a little anti-climactic for livestream watchers. There were a lot of “woohoos” and “awesomes” uttered by the crew, even a few “amazings.” Still, 82-year old newly minted astronaut Wally Funk said “It was only about five minutes.”\nYou wouldn’t know it from the coverage, of which I’ve been a big part. I’m addicted to stories about billionaires spending their money, a little like People magazine is addicted to the Kardashians.\nThe Kardashian analogy is apt. The billionaire space race is entertainment for investors and little more. It’s the modern equivalent of a huge baroque garden or a Victorian menagerie complete with wild animals from India.\n(The post-launch press conference included its own menagerie of a sort. The New Shepard crew showed off a collection of items carried on the flight including a piece of a Wright brothers plane, a medallion from a 19th-century hot air balloon, and a pair of Amelia Earhart’s flight goggles.)\nRich people spending money has always been a thing, and sometimes it benefits everyone else. People can still visit the gardens at Versailles. They are impressive, even inspiring.\nEveryone, including Bezos, knows the personal rocket company business is ripe for criticism. The Amazon founder admits critics of space tourism are largely right. Still, space supporters point to the potential benefits of pushing technological boundaries. The world, after all, might end up with superfast commercial jets or flying cars a generation or more down the road.\nBut the “to be sure” of the space tourism saga isn’t the potential trickle-down technological benefits from billionaire space dalliances. Long-term technological enhancements are the theoretical reason any mania can be positive for society. The dot.com era, for instance, left us with Amazon (ticker: AMZN) and more widespread internet access.\nNot all manias are so giving though. The Financial Crisis was driven by financial technology—collateralized debt obligations and credit default swaps. No one is thanking their lucky stars for those products. There is no guarantee manias result in useful technology. Just look at the most recent financial innovation of zero-commission trades. It’s given us meme-stocks.\nBut if the space race has done anything, it’s made traveling to the stars cheaper than it’s ever been. The Space Shuttle cost about $450 million a mission, according to NASA’s numbers. The orbiter itself—the spacecraft on the back of the rockets—cost about $1.7 billion. Ultimately, a generation of investing in higher-than-average cost space shuttle technology left America with movies such as Space Camp, U.S. taxpayers with a little more debt, and the lack of astronaut carrying domestic space launch capabilities for a decade.\nThat’s changed now, but it has little to do with Bezos or Virgin Galactic’s (SPCE)Richard Branson.Instead, space lovers should thank Tesla (TSLA) and SpaceX CEO Elon Musk. He, like other billionaires, has expressed lofty goals to make humanity a multi-planetary species. Musk however isn’t going into space on a tourist flight. He’s the one that brought launch capabilities back to America by pioneering the use of reusable rockets. It is ferrying NASA astronauts to the International Space Station while launching hundreds of small satellites that offer space-based Wi-Fi to clients around the globe. Partly as a result of that decision, SpaceX is worth an estimated $74 billion in private markets.\nCompare that to Virgin Galactic, which is worth about $7 billion after creating what Canaccord analyst Ken Herbert described as “ Disney for the 1% of the 1%.”\nThat sounds negative, but Herbert rates Galactic shares Buy. He believes clients should put the stock in their portfolios. And his $48 target price values Galactic at roughly $11.5 billion. There might just be a long-term business in space tourism.\nThat illustrates the real “to be sure” of a billionaire space story. If Bezos, or Branson, wants to build an organization to take them to space, so be it. Those are high-paying jobs for bright engineers. Billionaires can do what they want with their money.\nNot even Amazon’s stock seems to care all that much about Bezos’s successful flight. Shares closed up about 0.7% on Tuesday, while stock in Virgin Galactic dropped 1.3%. Tesla stock rose 2.2%, rising for the second consecutive day in the run-up to reporting second-quarter numbers on July 26. The S&P 500 gained 1.5%, rebounding from Monday’s Covid-19 induced selloff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171456643,"gmtCreate":1626758856882,"gmtModify":1703764661143,"author":{"id":"3581858711036774","authorId":"3581858711036774","name":"LuluDMaster","avatar":"https://static.tigerbbs.com/5c80e8eaf7b543cff0a24f387c508324","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581858711036774","idStr":"3581858711036774"},"themes":[],"htmlText":"Add add add to watch list","listText":"Add add add to watch list","text":"Add add add to watch list","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171456643","repostId":"1165473670","repostType":4,"repost":{"id":"1165473670","pubTimestamp":1626698985,"share":"https://ttm.financial/m/news/1165473670?lang=&edition=fundamental","pubTime":"2021-07-19 20:49","market":"us","language":"en","title":"10 Stocks to Buy That Will Double in the Second Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1165473670","media":"InvestorPlace","summary":"These 10 stocks to buy are ready to move higher in second half of 2021.\n\nIt’s never easy to pick sto","content":"<blockquote>\n These 10 stocks to buy are ready to move higher in second half of 2021.\n</blockquote>\n<p>It’s never easy to pick stocks to buy for the second half of a calendar year. That’s especially true when the markets are hotter than a pistol — which they are in 2021.</p>\n<p>As of July 14, the<b>S&amp;P 500</b>was up 18.31% year-to-date (YTD). That’s an annualized return of almost 34%. Since 1928, the index has done better on justsix occasions, the last being in 1995.</p>\n<p>Ultimately, I want to give suggestions that can make money for readers over the long haul and not just the remaining five months of this year.</p>\n<p>With that in mind, a strategy based on 10 momentum stocks could backfire if the markets cool off in the second half. But on the other hand, if I go with 10 tried-and-true stocks and the markets stay hot, you’re likely to underperform relative to the index.</p>\n<p>Therefore, I’ll try to have my cake and eat it too. These 10 stocks have high free cash flow (FCF) yields and are trading at or near the index’s YTD return:</p>\n<ul>\n <li><b>BHP Group</b>(NYSE:<b><u>BHP</u></b>)</li>\n <li><b>ViacomCBS</b>(NASDAQ:<b><u>VIAC</u></b>)</li>\n <li><b><a href=\"https://laohu8.com/S/COLM\">Columbia Sportswear</a></b>(NASDAQ:<b><u>COLM</u></b>)</li>\n <li><b><a href=\"https://laohu8.com/S/NOMD\">Nomad</a> Foods</b>(NYSE:<b><u>NOMD</u></b>)</li>\n <li><b>TechnipFMC</b>(NYSE:<b><u>FTI</u></b>)</li>\n <li><b>Orix Corporation</b>(NYSE:<b><u>IX</u></b>)</li>\n <li><b>Jazz Pharmaceuticals</b>(NASDAQ:<b><u>JAZZ</u></b>)</li>\n <li><b><a href=\"https://laohu8.com/S/DOOR\">Masonite</a> International</b>(NYSE:<b><u>DOOR</u></b>)</li>\n <li><b><a href=\"https://laohu8.com/S/PGRE\">Paramount</a> Group</b>(NYSE:<b><u>PGRE</u></b>)</li>\n <li><b><a href=\"https://laohu8.com/S/G\">Genpact</a></b>(NYSE:<b><u>G</u></b>)</li>\n</ul>\n<p><b>Stocks to Buy: BHP Group (BHP)</b><img src=\"https://static.tigerbbs.com/1c70c5eff19fa07e4f7185371f1e8225\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: <a href=\"https://laohu8.com/S/SSTK\">Shutterstock</a></p>\n<p>As with all my stock galleries, I try to provide sector diversification. I would like to load up on stocks in industries I enjoy, such as the consumer cyclical or consumer defensive sectors.But as my dad used to say — and he was generally an optimist — “Life is to be endured.” So, I endure by selecting a materials stock.</p>\n<p>BHP Group is the world’s largest mining conglomerate. Based in Australia, it has a YTD return of 15%and anFCF yield of 5.6%. As for BHP stock’s rating, of the15 analysts that cover it, nine rate it as either a buy or overweight. Only two rate it as underweight or an outright sell.</p>\n<p>For the trailing 12 months (TTM) ended March 31, BHP had $46.3 billion in revenue. That’s higher than it’s been at any point in the past three years. Over the same period, the company has seen $16.6 billion in operating income.</p>\n<p>I consider companies with FCF yields between 4% and 8% to be very attractive long-term investments.</p>\n<p><b>ViacomCBS (VIAC)</b><img src=\"https://static.tigerbbs.com/28fb8328bef5080ef0c719248af09424\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Jer123 / Shutterstock.com</p>\n<p>The media conglomerate’s stock has gathered speed in the past three months. In that time, VIAC shares have risen 4%in response to rumorsthatthe company may be the subject of a bidby<b><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a></b>(NASDAQ:<b><u>CMCSA</u></b>).</p>\n<p>The main attraction for Comcast would be ViacomCBS’ Paramount+ streaming service. The telecommunications company has its own streaming unit, Peacock, as part of its NBCUniversal media conglomerate. Combining both services would put Comcast in a good position to capture the coveted number-three spot in the lucrative streaming industry.</p>\n<p>Paramount+ is adding several itemsto its streaming repertoire this summer. Most notably, the service will stream hundreds of live soccer-related events like theMen’s Concacaf World Cup Qualifiers.</p>\n<p>Tom Ryan, president and chief executive officer of ViacomCBS Streaming, said, “The breadth and depth of premium feature films and exclusive series coming to the service further strengthens our position in the market as a premium entertainment destination and, by offering this compelling content portfolio at an all-new low cost, makes us even more accessible to a wide consumer audience.”</p>\n<p>When you consider the boost<b>Disney</b>(NYSE:<b><u>DIS</u></b>) has gotten from Disney+, ViacomCBS executives have good reason to be excited.</p>\n<p><b>Stocks to Buy: Columbia Sportswear (COLM)</b><img src=\"https://static.tigerbbs.com/c5e42d506a4b78d60fa9f91be1130e03\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Ekaterina_Minaeva / Shutterstock.com</p>\n<p>On average, the12 analysts covering COLM stockrate it overweight with a12-month target priceof $127. That’s 28% upside at current prices.</p>\n<p>In April, COLM stock hit its all-time high of $114.98. Up nearly 25% over the past year,CEO Timothy Boyle must be very happy with its run of late. Boyle’s shares are now worth$2.3 billion.</p>\n<p>The board of directors could use a few more women — of the nine members,just two are female. It could also benefit from a few younger members, as the average director’s age is 68. But there’s no doubt that they are a group of very talented individuals.</p>\n<p>Normally I’m not a fan of boards that are particularly ancient, especially when it comes to consumer-facing products such as apparel and footwear. But in Columbia’s case, the proof is in the pudding.</p>\n<p>The company has managed to produce returns for shareholders in recent years. I see good things happening in the long term for investors in COLM stock.</p>\n<p><b>Nomad Foods (NOMD)</b><img src=\"https://static.tigerbbs.com/8474d9b575d131a702eda61e3e638d51\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: defotoberg / Shutterstock.com</p>\n<p>If you haven’t heard of Nomad, it’s thelargest frozen food companyin Europe. In the U.S., the company is the third-largest of its kind, with<b>Nestle</b>(OTCMKTS:<b><u>NSRGY</u></b>) and<b>Conagra Brands</b>(NYSE:<b><u>CAG</u></b>) in the top two spots.</p>\n<p>In March, Nomad announced that it will acquireFortenova’s frozen food business. The company’s Ledo and Frikom brands are well-known to consumers in Central and <a href=\"https://laohu8.com/S/EML\">Eastern</a> Europe. Nomad paid615 million Euros($726 million) for the frozen food group. That’s less than 10 times the group’s adjusted earnings before interest, taxes, depreciation and amortization (EBITDA).</p>\n<p>Nomad’s <a href=\"https://laohu8.com/S/GNBC\">Green</a> Cuisine brand is Europe’s fastest-growing frozen meat-free brand. In 2020, its retail sales grew by 299%. That’s almost five times faster than<b>Beyond Meat</b>(NASDAQ:<b><u>BYND</u></b>), which saw 65% growth in the same timeframe.</p>\n<p>Another reason to like Nomad is thatSir Martin <a href=\"https://laohu8.com/S/FELE\">Franklin</a> owns 7.4%of its stock. Franklin is acompany builderwith a success rate matched by few others.</p>\n<p>As for the analysts’ perspective,10 cover NOMD stock,with nine rating it a buy and <a href=\"https://laohu8.com/S/AONE.U\">one</a> rating it overweight. They list a median target price of $28.66. I think we’ll see a bunch of revisions for this stock in the next few months.</p>\n<p>Nomad’s TTM FCF is $410.6 million. Based on a market cap of $4.9 billion, it has an FCF yield of 8.4%. I consider that to be value territory.</p>\n<p><b>Stocks to Buy: TechnipFMC (FTI)</b><img src=\"https://static.tigerbbs.com/f2a8dab1d12287b308b35e69ab19e35e\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: abu emran / Shutterstock.com</p>\n<p>If we were talking about weaknesses in stock coverage, the energy sector would be at the top of the list. I don’t see the point in covering businesses that probably won’t exist in a decade or two.</p>\n<p>TechnipFMC was created during theJanuary 2017 mergerof FMC Technologies and Technip. The combination created a global leader in subsea and surface technologies. TechnipFMC also provides services to oil and gas exploration and production companies.</p>\n<p>In the first quarter of 2021, the company’s subsea operations generated revenue of$1.39 billion, an 11% increase from last year. TechnipFMC’s subsea operations account for 85% of its overall revenue and has a backlog of $6.86 billion.</p>\n<p>In 2021, the company expects to see revenue of at least $6.05 billion with an EBITDA margin in the low double digits.</p>\n<p>In Q1, it had an FCF of $137 million. For the TTM ended March 31, its FCF was$620 million, implying an FCF yield of&nbsp; 18%.</p>\n<p>I’m not a fan of energy stocks, but it’s hard not to notice FTI stock’s value at current prices.</p>\n<p><b>Orix Corporation (IX)</b><img src=\"https://static.tigerbbs.com/46286e26974bf56d8192df56ee98f9fb\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: shutterstock.com/CC7</p>\n<p>It’s always nice to be able to include a stock that I’ve previously recommended. In the case of Orix, I suggested investors take a look at the Japanese diversified financial services companyin May 2020.</p>\n<p>I recommended Orix partially because of its U.S. division, which has its hands in all kinds of financial pies. It manages more than$70 billion in assets.</p>\n<p>Fast forward to today, and IX stock is up 48% over the past 14 months. Its momentum doesn’t look like it will slow in the second half of 2021.</p>\n<p>I believe this despite the fact that fiscal 2021 wasn’t one of the company’s best years on record. On the top line,revenue grew by less than 1%to 2.293 trillion Japanese Yen ($20.7 billion). Its pre-tax income fell 30% to 287.5 billion Japanese Yen ($2.6 billion).</p>\n<p>There are a lot of moving parts in Orix’s business. For example, Orix USA’s revenue was up 2% in 2021, but its segment profits fell 23%. The latter decline was primarily due to the sale of equity ownership in<b><a href=\"https://laohu8.com/S/HLI\">Houlihan Lokey</a></b>(NYSE:<b><u>HLI</u></b>) in fiscal 2020.</p>\n<p>I suggest you visit Orix’s various sites, including its investor relations page. It’s a diamond in the rough.</p>\n<p><b>Stocks to Buy: Jazz Pharmaceuticals (JAZZ)</b><img src=\"https://static.tigerbbs.com/b2efda67e191862b624731ac8e1ec9f3\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Michael Vi / Shutterstock.com</p>\n<p>If there’s one thing I like to see from most non-financial stocks, it’s strong free cash flow.</p>\n<p>Jazz Pharmaceuticals, a developer of medicines for neuroscience and oncology-related treatments, has excellent FCF. In the trailing 12 months, it had$750 millionin FCF and an FCF yield of 6.8%.</p>\n<p>Many cannabis investors jumped on JAZZ stock after the companyacquired GW Pharmaceuticalsin May for$7.6 billionin cash and stock.</p>\n<p>GW’s cannabis-based medication Epidiolex treats children with rare types of early-onset epilepsy. In 2020, revenue from Epidiolex grew by 73% to$511 million. This growth, in addition tothe company’s sleep disorder medicine Xyrem, shows that Jazz has the makings of a major player in the drug development industry.</p>\n<p>Of the 17 analysts covering JAZZ,15 rate it a buy, one rates it overweight, and one rates it a hold. In their eyes, it’s a clear buy with a target price of $208.82.</p>\n<p><b>Masonite International (DOOR)</b><img src=\"https://static.tigerbbs.com/d98745023de226a27d2ff328c57d5219\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: David Papazian / Shutterstock</p>\n<p>It wouldn’t be a proper gallery from a Canadian writer if it didn’t have a Canadian company in its midst. Masonite, a Toronto-based manufacturer of doors, fits the bill nicely.</p>\n<p>Masonite’s historydates back to 1925, but the Canadian connection didn’t happen until 1999. That’s when Premdor Inc.entered into a strategic alliancewith Masonite Corp., then owned by<b><a href=\"https://laohu8.com/S/IP\">International Paper</a></b>(NYSE:<b><u>IP</u></b>). A year later, Premdor acquired Masonite from IP for$523 million. Once the acquisition closed, the Premdor name was replaced with Masonite.</p>\n<p>Masonite had sales of $301 million in 1999. In 2020, they were$2.26 billionwith a TTM FCF of $230 million and an FCF yield of 8.5%.</p>\n<p>As for Masonite’s business, it generates73% of its salesfrom the North <a href=\"https://laohu8.com/S/AFG\">American</a> residential market. Europe accounts for another 11% of sales, and its architectural business is responsible for the rest.</p>\n<p>It is one of only two vertically integrated residential interior door manufacturers in North America. <a href=\"https://laohu8.com/S/NGD\">New</a> residential construction accounts for 45% of its North <a href=\"https://laohu8.com/S/AMSWA\">American</a> sales, while the renovation market accounts for the remaining 55%.</p>\n<p>The company is continuing to grow its margins. In 2015, its adjusted EBITDA margin was 10.9%. Today, it’s over 16%. That’s how you grow free cash flow.</p>\n<p><b>Stocks to Buy: Paramount Group (PGRE)</b><img src=\"https://static.tigerbbs.com/40d6b0f5de2972f4461ff4ad61b490fd\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: ImageFlow/shutterstock.com</p>\n<p>Paramount Group is a real estate investment trust (REIT) focused on owningthe best assets in the best marketsand providing top-notch service for tenants.</p>\n<p>Founded in 1978, it owns properties in <a href=\"https://laohu8.com/S/NWY\">New York</a>, San Francisco and <a href=\"https://laohu8.com/S/WASH\">Washington</a>, D.C. Its 19 assets are valued at approximately$13.5 billion. These properties cover 13.9 million square feet of leasable space and generate $358 million in annualized cash net operating income.</p>\n<p><a href=\"https://laohu8.com/S/NYRT\">New York</a> <a href=\"https://laohu8.com/S/CHCO\">City</a> accounts for 70% of the REIT’s gross asset value and 62% of its leasable square feet.</p>\n<p>While the REIT’s office real estate accounts for a concerning 96% of its revenue, the quality of its properties enables it to charge top dollar rents compared to its peers. Further, none of its largest tenants accounts for more than 4.5% of its annual rent. Most importantly, 32% of its leases will not expire until 2031 or thereafter.</p>\n<p>Despite Covid-19 affecting its business, Q1 2021 saw the REIT deliver$50.6 millionin core funds from operations. That was down from $61.5 million a year ago, but still very positive.As re-openings accelerate, its earnings will too.</p>\n<p><b>Genpact (G)</b><img src=\"https://static.tigerbbs.com/3e0c177fc72dfe2c2142787e7708cb1e\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Shutterstock</p>\n<p>Genpact helpsGlobal Fortune 500 companiestransform their digital operations to deliver a world that works better for people.</p>\n<p>In the first quarter, all Genpact’s financial metrics exceeded expectations. Revenues grew 1%, excluding currency, to$946 millionwhile adjusted earnings per share rose 11% to 59 cents.</p>\n<p>For all of 2021, Genpact expects revenue of at least $3.93 billion, 5% higher than last year, with an adjusted EPS of $2.27.</p>\n<p>A real-world example of Genpact’s work isits partnershipwithEnvision Virgin Racing, a Formula E racing team. The partnership aims to make the team’s electric vehicles as efficient as possible during Formula E races.</p>\n<p>“Genpact’s technology helps Envision Virgin Racing do this with data analytics and augmented intelligence — the combination of machine-generated insights and human know-how, context, and experience — that engineers, drivers, and pit crew rely on during races to make quick decisions and shift strategies,”<i>Fast Company</i>reported on July 12.</p>\n<p>Now, multiply this by hundreds of companies across many different industries, and you have the makings of a successful business services provider.</p>\n<p>Genpact currently has an FCF yield of 6.7%, which can provide investors with an excellent entry point.</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>10 Stocks to Buy That Will Double in the Second Half of 2021</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\">\n10 Stocks to Buy That Will Double in the Second Half of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 20:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/10-stocks-to-buy-that-will-double-in-the-second-half-of-2021/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These 10 stocks to buy are ready to move higher in second half of 2021.\n\nIt’s never easy to pick stocks to buy for the second half of a calendar year. That’s especially true when the markets are ...</p>\n\n<a href=\"https://investorplace.com/2021/07/10-stocks-to-buy-that-will-double-in-the-second-half-of-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JAZZ":"爵士制药","PGRE":"Paramount Group","BHP":"必和必拓公司","COLM":"哥伦比亚户外","FTI":"德希尼布FMC","NOMD":"Nomad Foods Limited","G":"简伯特","IX":"欧力士","DOOR":"美森特"},"source_url":"https://investorplace.com/2021/07/10-stocks-to-buy-that-will-double-in-the-second-half-of-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165473670","content_text":"These 10 stocks to buy are ready to move higher in second half of 2021.\n\nIt’s never easy to pick stocks to buy for the second half of a calendar year. That’s especially true when the markets are hotter than a pistol — which they are in 2021.\nAs of July 14, theS&P 500was up 18.31% year-to-date (YTD). That’s an annualized return of almost 34%. Since 1928, the index has done better on justsix occasions, the last being in 1995.\nUltimately, I want to give suggestions that can make money for readers over the long haul and not just the remaining five months of this year.\nWith that in mind, a strategy based on 10 momentum stocks could backfire if the markets cool off in the second half. But on the other hand, if I go with 10 tried-and-true stocks and the markets stay hot, you’re likely to underperform relative to the index.\nTherefore, I’ll try to have my cake and eat it too. These 10 stocks have high free cash flow (FCF) yields and are trading at or near the index’s YTD return:\n\nBHP Group(NYSE:BHP)\nViacomCBS(NASDAQ:VIAC)\nColumbia Sportswear(NASDAQ:COLM)\nNomad Foods(NYSE:NOMD)\nTechnipFMC(NYSE:FTI)\nOrix Corporation(NYSE:IX)\nJazz Pharmaceuticals(NASDAQ:JAZZ)\nMasonite International(NYSE:DOOR)\nParamount Group(NYSE:PGRE)\nGenpact(NYSE:G)\n\nStocks to Buy: BHP Group (BHP)Source: Shutterstock\nAs with all my stock galleries, I try to provide sector diversification. I would like to load up on stocks in industries I enjoy, such as the consumer cyclical or consumer defensive sectors.But as my dad used to say — and he was generally an optimist — “Life is to be endured.” So, I endure by selecting a materials stock.\nBHP Group is the world’s largest mining conglomerate. Based in Australia, it has a YTD return of 15%and anFCF yield of 5.6%. As for BHP stock’s rating, of the15 analysts that cover it, nine rate it as either a buy or overweight. Only two rate it as underweight or an outright sell.\nFor the trailing 12 months (TTM) ended March 31, BHP had $46.3 billion in revenue. That’s higher than it’s been at any point in the past three years. Over the same period, the company has seen $16.6 billion in operating income.\nI consider companies with FCF yields between 4% and 8% to be very attractive long-term investments.\nViacomCBS (VIAC)Source: Jer123 / Shutterstock.com\nThe media conglomerate’s stock has gathered speed in the past three months. In that time, VIAC shares have risen 4%in response to rumorsthatthe company may be the subject of a bidbyComcast(NASDAQ:CMCSA).\nThe main attraction for Comcast would be ViacomCBS’ Paramount+ streaming service. The telecommunications company has its own streaming unit, Peacock, as part of its NBCUniversal media conglomerate. Combining both services would put Comcast in a good position to capture the coveted number-three spot in the lucrative streaming industry.\nParamount+ is adding several itemsto its streaming repertoire this summer. Most notably, the service will stream hundreds of live soccer-related events like theMen’s Concacaf World Cup Qualifiers.\nTom Ryan, president and chief executive officer of ViacomCBS Streaming, said, “The breadth and depth of premium feature films and exclusive series coming to the service further strengthens our position in the market as a premium entertainment destination and, by offering this compelling content portfolio at an all-new low cost, makes us even more accessible to a wide consumer audience.”\nWhen you consider the boostDisney(NYSE:DIS) has gotten from Disney+, ViacomCBS executives have good reason to be excited.\nStocks to Buy: Columbia Sportswear (COLM)Source: Ekaterina_Minaeva / Shutterstock.com\nOn average, the12 analysts covering COLM stockrate it overweight with a12-month target priceof $127. That’s 28% upside at current prices.\nIn April, COLM stock hit its all-time high of $114.98. Up nearly 25% over the past year,CEO Timothy Boyle must be very happy with its run of late. Boyle’s shares are now worth$2.3 billion.\nThe board of directors could use a few more women — of the nine members,just two are female. It could also benefit from a few younger members, as the average director’s age is 68. But there’s no doubt that they are a group of very talented individuals.\nNormally I’m not a fan of boards that are particularly ancient, especially when it comes to consumer-facing products such as apparel and footwear. But in Columbia’s case, the proof is in the pudding.\nThe company has managed to produce returns for shareholders in recent years. I see good things happening in the long term for investors in COLM stock.\nNomad Foods (NOMD)Source: defotoberg / Shutterstock.com\nIf you haven’t heard of Nomad, it’s thelargest frozen food companyin Europe. In the U.S., the company is the third-largest of its kind, withNestle(OTCMKTS:NSRGY) andConagra Brands(NYSE:CAG) in the top two spots.\nIn March, Nomad announced that it will acquireFortenova’s frozen food business. The company’s Ledo and Frikom brands are well-known to consumers in Central and Eastern Europe. Nomad paid615 million Euros($726 million) for the frozen food group. That’s less than 10 times the group’s adjusted earnings before interest, taxes, depreciation and amortization (EBITDA).\nNomad’s Green Cuisine brand is Europe’s fastest-growing frozen meat-free brand. In 2020, its retail sales grew by 299%. That’s almost five times faster thanBeyond Meat(NASDAQ:BYND), which saw 65% growth in the same timeframe.\nAnother reason to like Nomad is thatSir Martin Franklin owns 7.4%of its stock. Franklin is acompany builderwith a success rate matched by few others.\nAs for the analysts’ perspective,10 cover NOMD stock,with nine rating it a buy and one rating it overweight. They list a median target price of $28.66. I think we’ll see a bunch of revisions for this stock in the next few months.\nNomad’s TTM FCF is $410.6 million. Based on a market cap of $4.9 billion, it has an FCF yield of 8.4%. I consider that to be value territory.\nStocks to Buy: TechnipFMC (FTI)Source: abu emran / Shutterstock.com\nIf we were talking about weaknesses in stock coverage, the energy sector would be at the top of the list. I don’t see the point in covering businesses that probably won’t exist in a decade or two.\nTechnipFMC was created during theJanuary 2017 mergerof FMC Technologies and Technip. The combination created a global leader in subsea and surface technologies. TechnipFMC also provides services to oil and gas exploration and production companies.\nIn the first quarter of 2021, the company’s subsea operations generated revenue of$1.39 billion, an 11% increase from last year. TechnipFMC’s subsea operations account for 85% of its overall revenue and has a backlog of $6.86 billion.\nIn 2021, the company expects to see revenue of at least $6.05 billion with an EBITDA margin in the low double digits.\nIn Q1, it had an FCF of $137 million. For the TTM ended March 31, its FCF was$620 million, implying an FCF yield of  18%.\nI’m not a fan of energy stocks, but it’s hard not to notice FTI stock’s value at current prices.\nOrix Corporation (IX)Source: shutterstock.com/CC7\nIt’s always nice to be able to include a stock that I’ve previously recommended. In the case of Orix, I suggested investors take a look at the Japanese diversified financial services companyin May 2020.\nI recommended Orix partially because of its U.S. division, which has its hands in all kinds of financial pies. It manages more than$70 billion in assets.\nFast forward to today, and IX stock is up 48% over the past 14 months. Its momentum doesn’t look like it will slow in the second half of 2021.\nI believe this despite the fact that fiscal 2021 wasn’t one of the company’s best years on record. On the top line,revenue grew by less than 1%to 2.293 trillion Japanese Yen ($20.7 billion). Its pre-tax income fell 30% to 287.5 billion Japanese Yen ($2.6 billion).\nThere are a lot of moving parts in Orix’s business. For example, Orix USA’s revenue was up 2% in 2021, but its segment profits fell 23%. The latter decline was primarily due to the sale of equity ownership inHoulihan Lokey(NYSE:HLI) in fiscal 2020.\nI suggest you visit Orix’s various sites, including its investor relations page. It’s a diamond in the rough.\nStocks to Buy: Jazz Pharmaceuticals (JAZZ)Source: Michael Vi / Shutterstock.com\nIf there’s one thing I like to see from most non-financial stocks, it’s strong free cash flow.\nJazz Pharmaceuticals, a developer of medicines for neuroscience and oncology-related treatments, has excellent FCF. In the trailing 12 months, it had$750 millionin FCF and an FCF yield of 6.8%.\nMany cannabis investors jumped on JAZZ stock after the companyacquired GW Pharmaceuticalsin May for$7.6 billionin cash and stock.\nGW’s cannabis-based medication Epidiolex treats children with rare types of early-onset epilepsy. In 2020, revenue from Epidiolex grew by 73% to$511 million. This growth, in addition tothe company’s sleep disorder medicine Xyrem, shows that Jazz has the makings of a major player in the drug development industry.\nOf the 17 analysts covering JAZZ,15 rate it a buy, one rates it overweight, and one rates it a hold. In their eyes, it’s a clear buy with a target price of $208.82.\nMasonite International (DOOR)Source: David Papazian / Shutterstock\nIt wouldn’t be a proper gallery from a Canadian writer if it didn’t have a Canadian company in its midst. Masonite, a Toronto-based manufacturer of doors, fits the bill nicely.\nMasonite’s historydates back to 1925, but the Canadian connection didn’t happen until 1999. That’s when Premdor Inc.entered into a strategic alliancewith Masonite Corp., then owned byInternational Paper(NYSE:IP). A year later, Premdor acquired Masonite from IP for$523 million. Once the acquisition closed, the Premdor name was replaced with Masonite.\nMasonite had sales of $301 million in 1999. In 2020, they were$2.26 billionwith a TTM FCF of $230 million and an FCF yield of 8.5%.\nAs for Masonite’s business, it generates73% of its salesfrom the North American residential market. Europe accounts for another 11% of sales, and its architectural business is responsible for the rest.\nIt is one of only two vertically integrated residential interior door manufacturers in North America. New residential construction accounts for 45% of its North American sales, while the renovation market accounts for the remaining 55%.\nThe company is continuing to grow its margins. In 2015, its adjusted EBITDA margin was 10.9%. Today, it’s over 16%. That’s how you grow free cash flow.\nStocks to Buy: Paramount Group (PGRE)Source: ImageFlow/shutterstock.com\nParamount Group is a real estate investment trust (REIT) focused on owningthe best assets in the best marketsand providing top-notch service for tenants.\nFounded in 1978, it owns properties in New York, San Francisco and Washington, D.C. Its 19 assets are valued at approximately$13.5 billion. These properties cover 13.9 million square feet of leasable space and generate $358 million in annualized cash net operating income.\nNew York City accounts for 70% of the REIT’s gross asset value and 62% of its leasable square feet.\nWhile the REIT’s office real estate accounts for a concerning 96% of its revenue, the quality of its properties enables it to charge top dollar rents compared to its peers. Further, none of its largest tenants accounts for more than 4.5% of its annual rent. Most importantly, 32% of its leases will not expire until 2031 or thereafter.\nDespite Covid-19 affecting its business, Q1 2021 saw the REIT deliver$50.6 millionin core funds from operations. That was down from $61.5 million a year ago, but still very positive.As re-openings accelerate, its earnings will too.\nGenpact (G)Source: Shutterstock\nGenpact helpsGlobal Fortune 500 companiestransform their digital operations to deliver a world that works better for people.\nIn the first quarter, all Genpact’s financial metrics exceeded expectations. Revenues grew 1%, excluding currency, to$946 millionwhile adjusted earnings per share rose 11% to 59 cents.\nFor all of 2021, Genpact expects revenue of at least $3.93 billion, 5% higher than last year, with an adjusted EPS of $2.27.\nA real-world example of Genpact’s work isits partnershipwithEnvision Virgin Racing, a Formula E racing team. The partnership aims to make the team’s electric vehicles as efficient as possible during Formula E races.\n“Genpact’s technology helps Envision Virgin Racing do this with data analytics and augmented intelligence — the combination of machine-generated insights and human know-how, context, and experience — that engineers, drivers, and pit crew rely on during races to make quick decisions and shift strategies,”Fast Companyreported on July 12.\nNow, multiply this by hundreds of companies across many different industries, and you have the makings of a successful business services provider.\nGenpact currently has an FCF yield of 6.7%, which can provide investors with an excellent entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173517427,"gmtCreate":1626669809969,"gmtModify":1703763058657,"author":{"id":"3581858711036774","authorId":"3581858711036774","name":"LuluDMaster","avatar":"https://static.tigerbbs.com/5c80e8eaf7b543cff0a24f387c508324","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581858711036774","idStr":"3581858711036774"},"themes":[],"htmlText":"It is like a basket ball, you hit it down and the ball will jump up again","listText":"It is like a basket ball, you hit it down and the ball will jump up again","text":"It is like a basket ball, you hit it down and the ball will jump up again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173517427","repostId":"1149577900","repostType":4,"repost":{"id":"1149577900","pubTimestamp":1626483617,"share":"https://ttm.financial/m/news/1149577900?lang=&edition=fundamental","pubTime":"2021-07-17 09:00","market":"us","language":"en","title":"Don't Fear A Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=1149577900","media":"seekingalpha","summary":"Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push ","content":"<p>Summary</p>\n<ul>\n <li>Warnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.</li>\n <li>There are four main factors that this market exhibits that have the potential to cause a crash.</li>\n <li>Those factors include excessive speculation, a growth slowdown, peak valuations, and low interest rates rising.</li>\n <li>Preparedness for the possible outcomes stemming from these factors and securing a portfolio against those outcomes could be necessary.</li>\n <li>A crash isn't something to fear, but rather something to take advantage of and capitalize from the bargains being offered.</li>\n</ul>\n<p>Warnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records. First it was March, then May, then June, then September, for when experts would say the crash would come. Has it? No. Will it? Possibly. Is it easy to predict? Hardly. The more you hear people talk about it, the more you see it, the more convincing a possible crash gets - yet it's still nothing to fear. There are unfavorable and unsightly factors in the markets - again, it's still nothing to fear; rather, it's something to keep in mind, prepare for, and ultimately, take advantage of and capitalize. Just like in sports such as basketball and soccer, a great player plays both offense and defense very well, and likewise a great investor can play both the bull and bear runs in the market, and capitalize off of either. A crash should be nothing to fear, when the cards are stacked right and the hedges are placed, as it can offer chances to buy high-quality companies often at large discounts.</p>\n<p>An Abundance of 'Warnings'</p>\n<p>Simply doing a quick search on Google (GOOG) for \"stock market crash\" or \"stock market crash expert\" returns dozens upon dozens of results of arguments laying out the pending doom of the markets, the arguments behind why the crash is bound to happen, why the crash didn't happen when it was supposed to,etc.; while there are many different 'expert warnings' for such a crash, let's take a look at three different perspectives, from Harry Dent, Jeremy Grantham, and John Hussman.</p>\n<ul>\n <li>Harry Denthas warned of an 80% crash coming this fall (a bit on the extreme side it seems, compared to others), saying that \"stocks have no place in investors' portfolios.\" His track record includes calling Japan's 1989 bubble and the dot-com bubble, and Dent is seeing that while investors remain bullish in the longer-term, the economy's recovery isn't the same and \"not as good as it used to be.\" Back in March, he had said that the biggest crash would happen in June, but as we all can see, it did not.</li>\n <li>Jeremy Granthamsees that the 2020 Covid-induced crash was a mere blip in the run to the market peak, with the past year shoring up to be the \"classic finale to an 11-year bull market.\" Overvaluation across each market decile, farther than in 2000, while margin and debt peak, and high speculative trading support his warning. He also sees deflating asset prices, such as housing, causing pain as well, as bonds, stocks and real estate have all inflated together.</li>\n <li>John Hussmanhas warned that valuations are extreme, and called for the S&amp;P 500 to see 12 years of negative returns ahead and a &gt;60% decline; Hussman's track record includes calling out the dot-com bubble burst and 80% decline, the 2008 crash, and the decade of negative returns following the dot-com bubble. He also warns about speculation on securities that have already seen large appreciation for future growth. One of the key factors that he points out for a likely snapping of this bull run is that \"the mental image in anticipation of a post-pandemic recovery may be more pleasant than the actual recovery itself,\" such that the \"glowing optimism currently built into record valuation extremes could be followed by quite a bit of disappointment.\"</li>\n</ul>\n<p>Yet they aren't alone, and while track records do show some big crashes, often times they can be wrong far more than they are right, banks are also seeing minimal returns over the decade - Bank of America (BAC) is predicting that the S&amp;P 500 would return an average of just 2% through the decade given the valuation landscape. That, plus other factors, do bring up the possibility of a crash, but with the signs and signals flashing, it shouldn't catch anyone off guard.</p>\n<p>Four Factors</p>\n<p>While there are many factors that have caused prior crashes and could cause future ones, four main factors that this current market exhibits that have the potential to cause a crash include: high amounts of speculative trading, slowdown in growth (economic recovery), peak valuations, and low interest rates that rise.</p>\n<p>Excessive Speculation</p>\n<p>Speculation comes in many forms, but the most recognizable instances of over-exuberant trading and excessive speculation include GameStop's (GME) January short-squeeze frenzy, Archegos' implosion and the crash of Viacom (VIAC), Discovery (DISCA), a basket of Chinese tech stocks including Baidu (BIDU), iQIYI (IQ) and Vipshop(NYSE:VIPS), and others, and the more recent AMC Entertainment (AMC) short squeeze. Dogecoin (DOGE-USD) also erupted in a speculative half social-media, half Elon Musk-fueled run.</p>\n<p>While single asset speculation through heavy volume trading not just in shares but in call options has been visible, less visible aspects of excessive speculative have persisted for months, with some surfacing in February or earlier.</p>\n<p><img src=\"https://static.tigerbbs.com/dccc290398aed22a11cf41ae63a85bce\" tg-width=\"624\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>Margin debt (above) has risen significantly since 2020's bottoming out, up over 70% to over $850 billion from just $500 billion in early 2020. Robinhood (HOOD), a facilitator of first-time investors entering the market, of which they did in herds during 2020, provided relatively easy access to margin trading, and a flood of new investors and a surge in 'FOMO' helped push both margin debt and the market higher through 2020. While spikes in margin debt have historically preceded both the dot-com and housing bubble bursts (a pre-recessionary indicator), margin debt has spiked during the recent recession, which could signal that more pain is yet to come.</p>\n<p>Back in early February, signs of excess speculation and a push in the ten-year past 1.25%, to me, signaled pain ahead for growth stocks - thatthesisplayed out starting that day, with the NASDAQ falling over 10% through early March. Now, yields are stumbling, with the ten-year dropping below 1.30%, as expectations for a growth slowdown amid a slew of factors including new lockdowns in Australia, rising cases from the Delta variant and higher-than-expected inflation.</p>\n<p>Speculation combines with other factors, like a growth slowdown and peak valuations, to create frothiness in trading, stretched multiples, and asymmetric risk-reward profiles, creating more risk than reward often.</p>\n<p>Growth Slowdown</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/034a916ba93dac9b099409c5906bee37\" tg-width=\"631\" tg-height=\"563\" referrerpolicy=\"no-referrer\"><span>Graphic fromWeForumvia Statista</span></p>\n<p>The economic recovery as the globe worked through and emerged from lockdowns last year is visible, with a nearV-recoveryin GDP through the back half of 2020. China has seen aslowdownin its recovery, with more policy support expected; U.S. job numbers have missed expectations multiple times so far this year. There are still pockets of the economy that have failed to recovery as fast as expected, such as family-owned businesses/restaurants.</p>\n<p>Unemployment, GDP, and inflation all factor into forecasts for economic growth, and inflation is posing a larger risk than the other two currently. High inflation, high[er] unemployment, and an economic growth slowdown can create stagflation, such as what was witnessed in the 1970s.Fears of stagflationhave risen through June; while wage stagnation has been fought off by companies raising wages to meet downfalls caused by labor shortages, inflation is driving prices higher - theCPIrose quicker than expectations, reaching its highest level since August 2008, while thePPImirrored that move, helped by supply chain issues across nearly all industries. Companies like PepsiCo (PEP) and Conagra (CAG) are raising prices to combat adverse effects to their operating performances stemming from inflation.</p>\n<p>The market hasn't necessarily reacted to the possibilities of an economic slowdown, and inflation isn't the only factor - Covid-19 is not close to being gone, with the Delta variant surging in non-vaccinated communities and countries.Lockdownshave been re-implemented in parts of Australia, and there's no telling if lockdowns will be needed in other regions if cases continue to spike, and that alone can revert economic growth.</p>\n<p>Peak Valuations</p>\n<p>Arguably one of the most noticeable and most mentioned factor in this list is peak valuations - that is, stocks are in a bubble, or certain groups of stocks are substantially overvalued.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/388dd5417e610209de84d8a86ca86f91\" tg-width=\"624\" tg-height=\"351\" referrerpolicy=\"no-referrer\"><span>Graphic fromBloomberg</span></p>\n<p>February and March marked a time where the markets 'reset' valuations for growth stocks - in particular, SPACs and unprofitable high-growth stocks who soared during 2020 (Goldman Sachs'Non-Profitable Tech Indexreached 393.1 in January 2021, up from 81.7 in March 2020). The SPAC cohort is a mix of heavy speculation and peak valuations, with SPACs rising &gt;100% on rumors of mergers, only to fall &gt;50% following those mergers - Churchill Capital IV (CCIV) and Lucid Motors is the prime example of this. This was a trend of the EV sector in general from January through March, with leaders Tesla (TSLA) and NIO (NIO) shedding over one-third of their value.</p>\n<p>SPACs also mirror some of the exuberance in 2000 - stocks that had that dot-com in the name were able to raise substantial cash via IPOs without much of a proven operating record, and many failed. Many of the SPACs that have come public in the past year exhibit those same features - a high investor appetite, ability to raise necessary cash from such appetite, multi-billion dollar valuations, and minimal revenues. General IPOs are also red-hot, with hundreds of companies already joining the markets this year, as investor snap them up quickly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a5ace269e2c48c6ad6bb5180ce32e48\" tg-width=\"635\" tg-height=\"535\" referrerpolicy=\"no-referrer\"><span>Data byYCharts</span></p>\n<p>Tech stocks that have performed poorly since that 'peak' from January through March include some of those recent IPOs like C3.ai (AI), Lemonade (LMND), Snowflake (SNOW), and others including Appian (APPN) and Fastly (FSLY); aside from Snowflake, which is down 20%, the rest have fallen over 40% from those highs as high P/S multiples reset. On the other hand, CrowdStrike (CRWD) and Zscaler (ZS) have managed to maintain such a high multiple with growing cybersecurity tailwinds, and have performed about flat over the same period. While the former six do still have strong, positive growth prospects, sustaining a high multiple is never guaranteed, and a reset that shocks the market shocks these stocks significantly, as seen in their performance.</p>\n<p>But these peak valuations also spread to the blue-chips, and to FAANGM - Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Google (GOOGL), and Microsoft (MSFT). This basket's PE valuations, on a weighted-by-market-cap basis, sat at 45x earnings in February, pushed higher by Amazon and Apple; at the moment, it sits just above 41.5x. This plays a role in exaggerating the overall S&amp;P PE due to the heavy weighting the group has in the index, which is over 2 standard deviations above its average.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/136219a2e6ea016fd91597c989fa1a9e\" tg-width=\"624\" tg-height=\"312\" referrerpolicy=\"no-referrer\"><span>Graphic fromCurrent Market Valuation</span></p>\n<p>And as a whole, valuations across the market are becoming more stretched, with each decile seeing its most extreme valuations on a PS basis, topping that of 2000. While high-beta, high-multiple stocks (primarily tech) in decline 10 have exceeded their 2000s level in a steep climb, decile 8 and 9 (likely more stable stocks given historical PS of 2x-4x) have seen that ratio double since 2011, with a surge in 2020 taking the deciles far past averages. While the exact components that make up each decile are unknown, are the drivers in place to solidify such a rapid expansion since 2019? For some stocks, possibly, but for others, it's not as likely. It could be down to a combination of high levels of bullishness in the market, FOMO, stimulus and low rates allowing stocks to run higher even with less fundamental backing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ab71b923769effdde5d09e1d3cd3fd\" tg-width=\"624\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><span>Graphic fromBusiness Insider</span></p>\n<p>Low Interest Rates</p>\n<p>The fourth factor here is low interest rates that begin to rise, which ultimately affect the flow/flood of money into the markets, of which the Fed has supported since 2020. Some experts are seeing that equities in general are exhibiting signs of peak valuations and irrational exuberance, but that can be sustained as long as 'stimulus' in the form of Fed support remains.</p>\n<p>When interest rates are kept lower for an extended period, it increases the chances of bubbles being formed in different asset classes. Thus, one of the biggest risks becomes inflation, the risk that the market is currently digesting.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e8cb16f3b4b962cfa8adbffa4127b92\" tg-width=\"960\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Graphic fromJP Morgan</span></p>\n<p>Although rates are still low as of right now, the Fed has been facing some different viewpoints as to when it will need to start raising rates to combat inflation. Some see rates as early asnext year,others see it remaining in 2023. A rise in interest rates can spark a crash by removing excess liquidity from the markets (removing the ease of access to liquidity). The Fed has reiterated its belief that inflation is stilltransitory, but a quarter-long spell of higher-than-expected inflation data (just like what has occurred this week with the CPI and PPI rising ahead of expectations), could definitely force a rethinking of rate hikes and shake the market.</p>\n<p>Is It Time To Prepare?</p>\n<p>Signs and signals of bubbly conditions are still here, and preparedness for the possible outcomes and securing a portfolio against those outcomes is a smart idea. All it takes is one catalyst to knock equities back from high valuations and back to lower levels; sings in bonds and the dollar are starting to show rising expectations of tapering and the eventual end of Fed asset-buying and support. While there are numerous experts warning of a crash, it can be nearly impossible to time, and while evidence many of them provide is sound, such claims of<i>x%</i>drops in<i>x</i>month are speculative in nature, unless that individual knows something unknown to the rest of the market.</p>\n<p>When facing a potential bubble or crash situation, hedging portfolios is key in minimizing losses and mitigating downside risk. Derivatives on index ETFs like&nbsp;SPY&nbsp;and&nbsp;DIA&nbsp;could offset potential selloffs in the market, while theQQQcan protect against losses in high-flying tech. For example, a quick case study for an SPY put play for Sept. 17: you assume an expectation for a 10% decline in the SPY to ~$390, and hedging your portfolio could come through a long put for ~$300, a $410/$390/$370 long butterfly for ~$100, or a $410/$390 put debit spread for ~$200. While the first trade has the highest return potential, it brings the highest risk, as the latter two strategies can start to profit on moves closer to -7%. For a $50,000 portfolio, a ~1% hedge could allow the purchase of 3 debit spreads, providing a maximum return of ~$6,000, or 12% of the portfolio value, which could effectively mitigate losses should the SPY fall to or below $390.<i>Note that options strategies are inherently risky, and each investor's risk appetite is different, and such a strategy may not be suitable for everyone. This is merely a case study and shows the potential that a small percentage hedge can have in mitigating downside risk. Be aware of risks to timing and theta decay, and options becoming worthless.</i></p>\n<p>Again, it's difficult to identify and even more difficult to time a bubble, given that the market can remain 'wrong' much longer than you can wait to be right. There's still room to run further with Fed support, but such signs of a potential bubble - excessive speculation, growth slowdown, peak valuations, and low interest rates rising - require awareness and preparedness. Yet it's nothing to fear. Small hedges can minimize downside risk, especially through options if timed well. Understanding the risks to high-flying growth stocks and those trading at or near peak valuations, regardless of sector, is important - many of the IPOs and SPACs have seen high valuations and minimal revenues, leading to exorbitant PS multiples pricing in years of growth, much like 2000. At the end of the day, if or when a crash happens, the opportunities to buy the 'best-of-the-best' companies at very attractive levels, and can provide generous returns.</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>Don't Fear A Stock Market Crash</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\">\nDon't Fear A Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.\nThere are four main factors that this market exhibits that have the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149577900","content_text":"Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.\nThere are four main factors that this market exhibits that have the potential to cause a crash.\nThose factors include excessive speculation, a growth slowdown, peak valuations, and low interest rates rising.\nPreparedness for the possible outcomes stemming from these factors and securing a portfolio against those outcomes could be necessary.\nA crash isn't something to fear, but rather something to take advantage of and capitalize from the bargains being offered.\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records. First it was March, then May, then June, then September, for when experts would say the crash would come. Has it? No. Will it? Possibly. Is it easy to predict? Hardly. The more you hear people talk about it, the more you see it, the more convincing a possible crash gets - yet it's still nothing to fear. There are unfavorable and unsightly factors in the markets - again, it's still nothing to fear; rather, it's something to keep in mind, prepare for, and ultimately, take advantage of and capitalize. Just like in sports such as basketball and soccer, a great player plays both offense and defense very well, and likewise a great investor can play both the bull and bear runs in the market, and capitalize off of either. A crash should be nothing to fear, when the cards are stacked right and the hedges are placed, as it can offer chances to buy high-quality companies often at large discounts.\nAn Abundance of 'Warnings'\nSimply doing a quick search on Google (GOOG) for \"stock market crash\" or \"stock market crash expert\" returns dozens upon dozens of results of arguments laying out the pending doom of the markets, the arguments behind why the crash is bound to happen, why the crash didn't happen when it was supposed to,etc.; while there are many different 'expert warnings' for such a crash, let's take a look at three different perspectives, from Harry Dent, Jeremy Grantham, and John Hussman.\n\nHarry Denthas warned of an 80% crash coming this fall (a bit on the extreme side it seems, compared to others), saying that \"stocks have no place in investors' portfolios.\" His track record includes calling Japan's 1989 bubble and the dot-com bubble, and Dent is seeing that while investors remain bullish in the longer-term, the economy's recovery isn't the same and \"not as good as it used to be.\" Back in March, he had said that the biggest crash would happen in June, but as we all can see, it did not.\nJeremy Granthamsees that the 2020 Covid-induced crash was a mere blip in the run to the market peak, with the past year shoring up to be the \"classic finale to an 11-year bull market.\" Overvaluation across each market decile, farther than in 2000, while margin and debt peak, and high speculative trading support his warning. He also sees deflating asset prices, such as housing, causing pain as well, as bonds, stocks and real estate have all inflated together.\nJohn Hussmanhas warned that valuations are extreme, and called for the S&P 500 to see 12 years of negative returns ahead and a >60% decline; Hussman's track record includes calling out the dot-com bubble burst and 80% decline, the 2008 crash, and the decade of negative returns following the dot-com bubble. He also warns about speculation on securities that have already seen large appreciation for future growth. One of the key factors that he points out for a likely snapping of this bull run is that \"the mental image in anticipation of a post-pandemic recovery may be more pleasant than the actual recovery itself,\" such that the \"glowing optimism currently built into record valuation extremes could be followed by quite a bit of disappointment.\"\n\nYet they aren't alone, and while track records do show some big crashes, often times they can be wrong far more than they are right, banks are also seeing minimal returns over the decade - Bank of America (BAC) is predicting that the S&P 500 would return an average of just 2% through the decade given the valuation landscape. That, plus other factors, do bring up the possibility of a crash, but with the signs and signals flashing, it shouldn't catch anyone off guard.\nFour Factors\nWhile there are many factors that have caused prior crashes and could cause future ones, four main factors that this current market exhibits that have the potential to cause a crash include: high amounts of speculative trading, slowdown in growth (economic recovery), peak valuations, and low interest rates that rise.\nExcessive Speculation\nSpeculation comes in many forms, but the most recognizable instances of over-exuberant trading and excessive speculation include GameStop's (GME) January short-squeeze frenzy, Archegos' implosion and the crash of Viacom (VIAC), Discovery (DISCA), a basket of Chinese tech stocks including Baidu (BIDU), iQIYI (IQ) and Vipshop(NYSE:VIPS), and others, and the more recent AMC Entertainment (AMC) short squeeze. Dogecoin (DOGE-USD) also erupted in a speculative half social-media, half Elon Musk-fueled run.\nWhile single asset speculation through heavy volume trading not just in shares but in call options has been visible, less visible aspects of excessive speculative have persisted for months, with some surfacing in February or earlier.\n\nMargin debt (above) has risen significantly since 2020's bottoming out, up over 70% to over $850 billion from just $500 billion in early 2020. Robinhood (HOOD), a facilitator of first-time investors entering the market, of which they did in herds during 2020, provided relatively easy access to margin trading, and a flood of new investors and a surge in 'FOMO' helped push both margin debt and the market higher through 2020. While spikes in margin debt have historically preceded both the dot-com and housing bubble bursts (a pre-recessionary indicator), margin debt has spiked during the recent recession, which could signal that more pain is yet to come.\nBack in early February, signs of excess speculation and a push in the ten-year past 1.25%, to me, signaled pain ahead for growth stocks - thatthesisplayed out starting that day, with the NASDAQ falling over 10% through early March. Now, yields are stumbling, with the ten-year dropping below 1.30%, as expectations for a growth slowdown amid a slew of factors including new lockdowns in Australia, rising cases from the Delta variant and higher-than-expected inflation.\nSpeculation combines with other factors, like a growth slowdown and peak valuations, to create frothiness in trading, stretched multiples, and asymmetric risk-reward profiles, creating more risk than reward often.\nGrowth Slowdown\nGraphic fromWeForumvia Statista\nThe economic recovery as the globe worked through and emerged from lockdowns last year is visible, with a nearV-recoveryin GDP through the back half of 2020. China has seen aslowdownin its recovery, with more policy support expected; U.S. job numbers have missed expectations multiple times so far this year. There are still pockets of the economy that have failed to recovery as fast as expected, such as family-owned businesses/restaurants.\nUnemployment, GDP, and inflation all factor into forecasts for economic growth, and inflation is posing a larger risk than the other two currently. High inflation, high[er] unemployment, and an economic growth slowdown can create stagflation, such as what was witnessed in the 1970s.Fears of stagflationhave risen through June; while wage stagnation has been fought off by companies raising wages to meet downfalls caused by labor shortages, inflation is driving prices higher - theCPIrose quicker than expectations, reaching its highest level since August 2008, while thePPImirrored that move, helped by supply chain issues across nearly all industries. Companies like PepsiCo (PEP) and Conagra (CAG) are raising prices to combat adverse effects to their operating performances stemming from inflation.\nThe market hasn't necessarily reacted to the possibilities of an economic slowdown, and inflation isn't the only factor - Covid-19 is not close to being gone, with the Delta variant surging in non-vaccinated communities and countries.Lockdownshave been re-implemented in parts of Australia, and there's no telling if lockdowns will be needed in other regions if cases continue to spike, and that alone can revert economic growth.\nPeak Valuations\nArguably one of the most noticeable and most mentioned factor in this list is peak valuations - that is, stocks are in a bubble, or certain groups of stocks are substantially overvalued.\nGraphic fromBloomberg\nFebruary and March marked a time where the markets 'reset' valuations for growth stocks - in particular, SPACs and unprofitable high-growth stocks who soared during 2020 (Goldman Sachs'Non-Profitable Tech Indexreached 393.1 in January 2021, up from 81.7 in March 2020). The SPAC cohort is a mix of heavy speculation and peak valuations, with SPACs rising >100% on rumors of mergers, only to fall >50% following those mergers - Churchill Capital IV (CCIV) and Lucid Motors is the prime example of this. This was a trend of the EV sector in general from January through March, with leaders Tesla (TSLA) and NIO (NIO) shedding over one-third of their value.\nSPACs also mirror some of the exuberance in 2000 - stocks that had that dot-com in the name were able to raise substantial cash via IPOs without much of a proven operating record, and many failed. Many of the SPACs that have come public in the past year exhibit those same features - a high investor appetite, ability to raise necessary cash from such appetite, multi-billion dollar valuations, and minimal revenues. General IPOs are also red-hot, with hundreds of companies already joining the markets this year, as investor snap them up quickly.\nData byYCharts\nTech stocks that have performed poorly since that 'peak' from January through March include some of those recent IPOs like C3.ai (AI), Lemonade (LMND), Snowflake (SNOW), and others including Appian (APPN) and Fastly (FSLY); aside from Snowflake, which is down 20%, the rest have fallen over 40% from those highs as high P/S multiples reset. On the other hand, CrowdStrike (CRWD) and Zscaler (ZS) have managed to maintain such a high multiple with growing cybersecurity tailwinds, and have performed about flat over the same period. While the former six do still have strong, positive growth prospects, sustaining a high multiple is never guaranteed, and a reset that shocks the market shocks these stocks significantly, as seen in their performance.\nBut these peak valuations also spread to the blue-chips, and to FAANGM - Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Google (GOOGL), and Microsoft (MSFT). This basket's PE valuations, on a weighted-by-market-cap basis, sat at 45x earnings in February, pushed higher by Amazon and Apple; at the moment, it sits just above 41.5x. This plays a role in exaggerating the overall S&P PE due to the heavy weighting the group has in the index, which is over 2 standard deviations above its average.\nGraphic fromCurrent Market Valuation\nAnd as a whole, valuations across the market are becoming more stretched, with each decile seeing its most extreme valuations on a PS basis, topping that of 2000. While high-beta, high-multiple stocks (primarily tech) in decline 10 have exceeded their 2000s level in a steep climb, decile 8 and 9 (likely more stable stocks given historical PS of 2x-4x) have seen that ratio double since 2011, with a surge in 2020 taking the deciles far past averages. While the exact components that make up each decile are unknown, are the drivers in place to solidify such a rapid expansion since 2019? For some stocks, possibly, but for others, it's not as likely. It could be down to a combination of high levels of bullishness in the market, FOMO, stimulus and low rates allowing stocks to run higher even with less fundamental backing.\nGraphic fromBusiness Insider\nLow Interest Rates\nThe fourth factor here is low interest rates that begin to rise, which ultimately affect the flow/flood of money into the markets, of which the Fed has supported since 2020. Some experts are seeing that equities in general are exhibiting signs of peak valuations and irrational exuberance, but that can be sustained as long as 'stimulus' in the form of Fed support remains.\nWhen interest rates are kept lower for an extended period, it increases the chances of bubbles being formed in different asset classes. Thus, one of the biggest risks becomes inflation, the risk that the market is currently digesting.\nGraphic fromJP Morgan\nAlthough rates are still low as of right now, the Fed has been facing some different viewpoints as to when it will need to start raising rates to combat inflation. Some see rates as early asnext year,others see it remaining in 2023. A rise in interest rates can spark a crash by removing excess liquidity from the markets (removing the ease of access to liquidity). The Fed has reiterated its belief that inflation is stilltransitory, but a quarter-long spell of higher-than-expected inflation data (just like what has occurred this week with the CPI and PPI rising ahead of expectations), could definitely force a rethinking of rate hikes and shake the market.\nIs It Time To Prepare?\nSigns and signals of bubbly conditions are still here, and preparedness for the possible outcomes and securing a portfolio against those outcomes is a smart idea. All it takes is one catalyst to knock equities back from high valuations and back to lower levels; sings in bonds and the dollar are starting to show rising expectations of tapering and the eventual end of Fed asset-buying and support. While there are numerous experts warning of a crash, it can be nearly impossible to time, and while evidence many of them provide is sound, such claims ofx%drops inxmonth are speculative in nature, unless that individual knows something unknown to the rest of the market.\nWhen facing a potential bubble or crash situation, hedging portfolios is key in minimizing losses and mitigating downside risk. Derivatives on index ETFs like SPY and DIA could offset potential selloffs in the market, while theQQQcan protect against losses in high-flying tech. For example, a quick case study for an SPY put play for Sept. 17: you assume an expectation for a 10% decline in the SPY to ~$390, and hedging your portfolio could come through a long put for ~$300, a $410/$390/$370 long butterfly for ~$100, or a $410/$390 put debit spread for ~$200. While the first trade has the highest return potential, it brings the highest risk, as the latter two strategies can start to profit on moves closer to -7%. For a $50,000 portfolio, a ~1% hedge could allow the purchase of 3 debit spreads, providing a maximum return of ~$6,000, or 12% of the portfolio value, which could effectively mitigate losses should the SPY fall to or below $390.Note that options strategies are inherently risky, and each investor's risk appetite is different, and such a strategy may not be suitable for everyone. This is merely a case study and shows the potential that a small percentage hedge can have in mitigating downside risk. Be aware of risks to timing and theta decay, and options becoming worthless.\nAgain, it's difficult to identify and even more difficult to time a bubble, given that the market can remain 'wrong' much longer than you can wait to be right. There's still room to run further with Fed support, but such signs of a potential bubble - excessive speculation, growth slowdown, peak valuations, and low interest rates rising - require awareness and preparedness. Yet it's nothing to fear. Small hedges can minimize downside risk, especially through options if timed well. Understanding the risks to high-flying growth stocks and those trading at or near peak valuations, regardless of sector, is important - many of the IPOs and SPACs have seen high valuations and minimal revenues, leading to exorbitant PS multiples pricing in years of growth, much like 2000. At the end of the day, if or when a crash happens, the opportunities to buy the 'best-of-the-best' companies at very attractive levels, and can provide generous returns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185548179,"gmtCreate":1623662690091,"gmtModify":1704208076270,"author":{"id":"3581858711036774","authorId":"3581858711036774","name":"LuluDMaster","avatar":"https://static.tigerbbs.com/5c80e8eaf7b543cff0a24f387c508324","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581858711036774","idStr":"3581858711036774"},"themes":[],"htmlText":"Why Elon Musk changes his mind so frequently?","listText":"Why Elon Musk changes his mind so frequently?","text":"Why Elon Musk changes his mind so frequently?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185548179","repostId":"1135133788","repostType":4,"repost":{"id":"1135133788","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623659116,"share":"https://ttm.financial/m/news/1135133788?lang=&edition=fundamental","pubTime":"2021-06-14 16:25","market":"us","language":"en","title":"Bitcoin sector stocks gained in pre-market trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1135133788","media":"Tiger Newspress","summary":"Bitcoin sector stocks gained in pre-market trading,CAN shares rose more than 10% in pre-market.\nTesl","content":"<p>Bitcoin sector stocks gained in pre-market&nbsp;trading,CAN&nbsp;shares rose&nbsp;more&nbsp;than 10% in pre-market.</p>\n<p><img src=\"https://static.tigerbbs.com/1cda23fae4fdb5dd7e0432d6b4d8a397\" tg-width=\"1285\" tg-height=\"627\" referrerpolicy=\"no-referrer\">Tesla&nbsp;CEO&nbsp;Elon Musk&nbsp;on Sunday said the company will resume bitcoin transactions once it confirms there is reasonable clean energy usage by miners.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nBitcoin sector stocks gained in pre-market trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-14 16:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Bitcoin sector stocks gained in pre-market&nbsp;trading,CAN&nbsp;shares rose&nbsp;more&nbsp;than 10% in pre-market.</p>\n<p><img src=\"https://static.tigerbbs.com/1cda23fae4fdb5dd7e0432d6b4d8a397\" tg-width=\"1285\" tg-height=\"627\" referrerpolicy=\"no-referrer\">Tesla&nbsp;CEO&nbsp;Elon Musk&nbsp;on Sunday said the company will resume bitcoin transactions once it confirms there is reasonable clean energy usage by miners.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAN":"嘉楠科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135133788","content_text":"Bitcoin sector stocks gained in pre-market trading,CAN shares rose more than 10% in pre-market.\nTesla CEO Elon Musk on Sunday said the company will resume bitcoin transactions once it confirms there is reasonable clean energy usage by miners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}