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- And瑞And瑞
  ·2021-06-22
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  Inflation is a problem for sustainable investors — but these stocks will ride it out, Bernstein says
  Rising inflation can be a “big problem” for sustainable investors, according to Bernstein, which nam
  Inflation is a problem for sustainable investors — but these stocks will ride it out, Bernstein says
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- And瑞And瑞
  ·2021-06-22
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  2 Stocks That Will Be Better Than They Were Before the Pandemic
  Disney and Dave & Buster's took steps forward even when the pandemic forced them to take a step back.
  2 Stocks That Will Be Better Than They Were Before the Pandemic
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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>Inflation is a problem for sustainable investors — but these stocks will ride it out, Bernstein says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation is a problem for sustainable investors — but these stocks will ride it out, Bernstein says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 11:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/21/esg-investing-inflations-a-problem-but-you-can-still-make-money-bernstein-says.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising inflation can be a “big problem” for sustainable investors, according to Bernstein, which named the best stocks to ride out this trend.\nThe bank said that inflation, and the potential for ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/21/esg-investing-inflations-a-problem-but-you-can-still-make-money-bernstein-says.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HD":"家得宝","PEP":"百事可乐","ADBE":"Adobe"},"source_url":"https://www.cnbc.com/2021/06/21/esg-investing-inflations-a-problem-but-you-can-still-make-money-bernstein-says.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1116451605","content_text":"Rising inflation can be a “big problem” for sustainable investors, according to Bernstein, which named the best stocks to ride out this trend.\nThe bank said that inflation, and the potential for higher inflation, reflect “the single most important narrative” driving markets and investor concerns this year.\nIt’s already impacted environmental, social and governance (ESG) stocks in a big way. Clean energy stocks are down roughly 20% this year on an absolute basis, while energy, commodities, defense and tobacco stocks have all outperformed. This sharp contrast comes despite flows into ESG funds continuing at a record pace.\nRising prices will likely continue to pose a significant challenge for ESG funds in particular, Bernstein said, but added that there are a number of ways for these investors to lower their risk exposure.\nIn a note published June 10, Bernstein screened for ESG stocks in the U.S., Europe and Asia that are best positioned for rising inflation.\nBernstein screened for the stocks by considering three ways that sustainable investors could brace for a rising inflationary environment:\n1. Seeking out high-scoring ESG stocks that are positively exposed to rising bond yields.\n2. Investing in high-scoring ESG stocks which have robust pricing power.\n3. Identifying companies that have increased exposure to the energy, commodities and financials sectors.\nIn considering stocks that should be in an ESG portfolio, Bernstein recognized that investors may struggle to prioritize so-called “sin” stocks, such as energy and commodity companies, although these “value” stocks usually perform well when inflation and bond yields rise. Value stocks are seen as being underappreciated by the market.\nBernstein also highlighted that financials tend to be left on the sidelines by ESG investors, since measuring their environmental credentials can be tricky.\nU.S.\nThe analysts said that U.S. ESG funds are “not that well positioned” for inflation because they tend to be underweight on so-called value stocks. The bank did, however, single outState Street,LearandBank of New York Mellonamong its top picks of those positively exposed to rising bond yields. The three U.S. firms were found to score in the top quintile on “environment,” according to data from Sustainalytics, and had a positive correlation with U.S. 10-year bond yields over the past 12 months.\nHome Depot,Adobe,PepsiCo were named by Bernstein as being among the stocks with the highest pricing power and ESG scores.\nEurope\nESG funds in Europe were found to be particularly exposed to rising inflation and the bank said tighter constraints and regulations on sustainability made lowering inflation risk more difficult than in other regions.\nNonetheless,ING,EniandTotalEnergieswere picked out among the region’s high-scoring ESG stocks within industries that are positively exposed to rising bond yields.Neste,Norsk HydroandKingfisherwere all cited as top picks when it comes to strong pricing power and high ESG scores, the analysts at Bernstein said.\nAsia\nAsian ESG funds are better positioned than their counterparts in the U.S. and Europe, the bank said. This is likely to reflect the fact that ESG investing is still in an early stage in the region and many investors are predominantly focused on environmental issues rather than fully integrating social and governance considerations, the bank said.\nAmong the bank’s high-scoring “improver” stocks in the region that are positively exposed to rising U.S. bond yields areMelco Resorts,Trip.comandAdani Ports and Special Economic Zone.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120790624,"gmtCreate":1624336028468,"gmtModify":1703833831089,"author":{"id":"3582101512859437","authorId":"3582101512859437","name":"And瑞","avatar":"https://static.tigerbbs.com/6d68d3e26a30d234200d34caf25523f2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582101512859437","authorIdStr":"3582101512859437"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120790624","repostId":"2145703861","repostType":4,"repost":{"id":"2145703861","kind":"highlight","pubTimestamp":1624329780,"share":"https://ttm.financial/m/news/2145703861?lang=&edition=fundamental","pubTime":"2021-06-22 10:43","market":"us","language":"en","title":"2 Stocks That Will Be Better Than They Were Before the Pandemic","url":"https://stock-news.laohu8.com/highlight/detail?id=2145703861","media":"Motley Fool","summary":"Disney and Dave & Buster's took steps forward even when the pandemic forced them to take a step back.","content":"<p>Investors are turning their attention to the stocks that will benefit from the reopening of the U.S. economy in the coming months. Some companies will fare better than others, and some will come back stronger than ever.</p>\n<p><b>Walt Disney</b> (NYSE:DIS)&nbsp;and <b>Dave &amp; Buster's Entertainment</b> (NASDAQ:PLAY) are two publicly traded companies that are making sure the future will be better than their pre-pandemic peaks. Let's see why the two players that made the most of the lull in their consumer-facing businesses are positioned to win.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e19f834c25136f3d8aaba845e09de447\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Walt Disney.</span></p>\n<h2>Walt Disney</h2>\n<p>The world's leading entertainment giant wasn't firing on all cylinders during the pandemic. Its theme parks were shuttered, and it wasn't until last week that it had all of its gated attractions worldwide open for the first time since late January of last year. Disney's cruise line has yet to return to the open seas. With movie fans staying away from the corner multiplex during the thick of the pandemic it's only recently that the company behind all six of 2019's highest-grossing films will benefit from fans returning to the local movie house.</p>\n<p>Disney stock has fared relatively well on the strength of Disney+, the premium streaming service that has topped 100 million subscribers in a little more than a year. Its media networks segment also held its ground during the shelter-in-place phase of the pandemic.</p>\n<p>Let's dive into why the laggards in its portfolio will lead the way now. Disney delaying theatrical releases is stocking the pond for the year ahead. On the cruising front, Disney's fleet will grow by 25% when its fifth ship is deployed next summer. The planet's leading theme park operator has had the perfect opportunity to test out new measures that will help monetize its day guests.</p>\n<h2>Dave &amp; Buster's</h2>\n<p>The turnaround at Dave &amp; Buster's is coming along a lot quicker than expected. Dave &amp; Buster's knows that it's coming up against easy year-over-year comparisons, so it's emphasizing its two-year growth rate in its latest financial update.</p>\n<p>Year-over-year revenue soared 66% in its fiscal first quarter ending in early May, but it's a more somber 27% decline from where it was during the same period two years ago. However, with two-year comps improving to a 4% decline in recent weeks Dave &amp; Buster's feels that the current quarter's top-line performance will be roughly in line with where it was in the fiscal second quarter of 2019.</p>\n<p>Dave &amp; Buster's already surprised the market last time out with a quicker-than-expected return to profitability. It has made the most of the pandemic downtime to beef up its business. It has updated its menu, trimming it by a third but still adding nearly two dozen trendy items. It's upgrading its rewards program in the next few months, and that includes offering what it hopes will be collectible nonfungible token (NFT) prizes.</p>\n<p>Disney and Dave &amp; Buster's naturally weren't at their best when the economy and social distancing norms were at their worst. It won't always be that way for these consumer discretionary stocks, and we're already seeing them shake things up.</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>2 Stocks That Will Be Better Than They Were Before the Pandemic</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\">\n2 Stocks That Will Be Better Than They Were Before the Pandemic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 10:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/21/2-stocks-that-will-be-better-than-they-were-before/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are turning their attention to the stocks that will benefit from the reopening of the U.S. economy in the coming months. Some companies will fare better than others, and some will come back ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/21/2-stocks-that-will-be-better-than-they-were-before/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","PLAY":"Dave & Buster"},"source_url":"https://www.fool.com/investing/2021/06/21/2-stocks-that-will-be-better-than-they-were-before/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145703861","content_text":"Investors are turning their attention to the stocks that will benefit from the reopening of the U.S. economy in the coming months. Some companies will fare better than others, and some will come back stronger than ever.\nWalt Disney (NYSE:DIS) and Dave & Buster's Entertainment (NASDAQ:PLAY) are two publicly traded companies that are making sure the future will be better than their pre-pandemic peaks. Let's see why the two players that made the most of the lull in their consumer-facing businesses are positioned to win.\nImage source: Walt Disney.\nWalt Disney\nThe world's leading entertainment giant wasn't firing on all cylinders during the pandemic. Its theme parks were shuttered, and it wasn't until last week that it had all of its gated attractions worldwide open for the first time since late January of last year. Disney's cruise line has yet to return to the open seas. With movie fans staying away from the corner multiplex during the thick of the pandemic it's only recently that the company behind all six of 2019's highest-grossing films will benefit from fans returning to the local movie house.\nDisney stock has fared relatively well on the strength of Disney+, the premium streaming service that has topped 100 million subscribers in a little more than a year. Its media networks segment also held its ground during the shelter-in-place phase of the pandemic.\nLet's dive into why the laggards in its portfolio will lead the way now. Disney delaying theatrical releases is stocking the pond for the year ahead. On the cruising front, Disney's fleet will grow by 25% when its fifth ship is deployed next summer. The planet's leading theme park operator has had the perfect opportunity to test out new measures that will help monetize its day guests.\nDave & Buster's\nThe turnaround at Dave & Buster's is coming along a lot quicker than expected. Dave & Buster's knows that it's coming up against easy year-over-year comparisons, so it's emphasizing its two-year growth rate in its latest financial update.\nYear-over-year revenue soared 66% in its fiscal first quarter ending in early May, but it's a more somber 27% decline from where it was during the same period two years ago. However, with two-year comps improving to a 4% decline in recent weeks Dave & Buster's feels that the current quarter's top-line performance will be roughly in line with where it was in the fiscal second quarter of 2019.\nDave & Buster's already surprised the market last time out with a quicker-than-expected return to profitability. It has made the most of the pandemic downtime to beef up its business. It has updated its menu, trimming it by a third but still adding nearly two dozen trendy items. It's upgrading its rewards program in the next few months, and that includes offering what it hopes will be collectible nonfungible token (NFT) prizes.\nDisney and Dave & Buster's naturally weren't at their best when the economy and social distancing norms were at their worst. It won't always be that way for these consumer discretionary stocks, and we're already seeing them shake things up.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}