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saisat

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- saisatsaisat
  ·2021-06-29
  Hi
  Cruise Shares Tumble; Disney Delays Tuesday’s Trial Sailing
  (Bloomberg) -- Cruise stocks fell after industry-leader Carnival Corp. announced an additional stock
  Cruise Shares Tumble; Disney Delays Tuesday’s Trial Sailing
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- saisatsaisat
  ·2021-06-29
  like
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- saisatsaisat
  ·2021-06-29
  Nice
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- saisatsaisat
  ·2021-06-29
  Hi
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- saisatsaisat
  ·2021-06-29
  Hello
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- saisatsaisat
  ·2021-06-28
  Good
  Chinese EV battery maker CATL extends deal with Tesla
  BEIJING, June 28 (Reuters) - Chinese electric vehicle battery maker CATL said on Monday it has exten
  Chinese EV battery maker CATL extends deal with Tesla
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- saisatsaisat
  ·2021-06-28
  Nice
  Rob Arnott Says He Told You Tesla Would Be a Drag on the S&P 500
  Index additions tend to lag deletions six months after switch Tesla was ‘the mother of all S&P 500 r
  Rob Arnott Says He Told You Tesla Would Be a Drag on the S&P 500
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- saisatsaisat
  ·2021-06-28
  Hi
  5 Stocks to Buy on a Dip
  The recent fall in industrial stocks has created some excellent buying opportunities.
  5 Stocks to Buy on a Dip
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- saisatsaisat
  ·2021-06-28
  Good
  Boeing’s Newest Jet Is Delayed. Other Issues Are More Important.
  The commercial aerospace giant Boeing got a bit of bad news about its latest 777 jet, the 777X. The
  Boeing’s Newest Jet Is Delayed. Other Issues Are More Important.
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  ·2021-06-28
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The shares fell as much as 7.6%, the biggest intraday decline since March.</p>\n<p>Other operators fell in sympathy, with Royal Caribbean Cruises Ltd. tumbling as much as 7.1% and Norwegian Cruise Line Holdings Ltd. sinking 6.4%. Disney, whose business is more diversified, lost 1.9%. The cruise companies all sold shares during the pandemic to raise funds while they were shut down.</p>\n<p>Disney indefinitely delayed a trial cruise of its Disney Dream set for Tuesday after getting inconsistent results in its coronavirus testing. The ship was to sail with 300 volunteer crew members in a demonstration to U.S. authorities that it could manage under new virus protocols.</p>\n<p>Royal Caribbean successfully launched its first revenue-generating sailing out of the U.S. this past weekend. In an interview with Bloomberg TV, Chief Executive Officer Richard Fain said Monday that he expects most of the company’s ships to be sailing by year-end and that he was “amazingly happy” with bookings he’s seeing for the next two years.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cruise Shares Tumble; Disney Delays Tuesday’s Trial Sailing</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\">\nCruise Shares Tumble; Disney Delays Tuesday’s Trial Sailing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 11:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/cruise-shares-tumble-disney-delays-192455813.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Cruise stocks fell after industry-leader Carnival Corp. announced an additional stock sale and Walt Disney Co. delayed a trial sailing.\nCarnival is selling as much as $500 million in ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cruise-shares-tumble-disney-delays-192455813.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CCL":"嘉年华邮轮","RCL":"皇家加勒比邮轮","DIS":"迪士尼","CUK":"嘉年华存托凭证"},"source_url":"https://finance.yahoo.com/news/cruise-shares-tumble-disney-delays-192455813.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2147263832","content_text":"(Bloomberg) -- Cruise stocks fell after industry-leader Carnival Corp. announced an additional stock sale and Walt Disney Co. delayed a trial sailing.\nCarnival is selling as much as $500 million in stock, according to a filing Monday, with proceeds earmarked for the repurchase of its Carnival Plc shares and for general corporate purposes. The shares fell as much as 7.6%, the biggest intraday decline since March.\nOther operators fell in sympathy, with Royal Caribbean Cruises Ltd. tumbling as much as 7.1% and Norwegian Cruise Line Holdings Ltd. sinking 6.4%. Disney, whose business is more diversified, lost 1.9%. The cruise companies all sold shares during the pandemic to raise funds while they were shut down.\nDisney indefinitely delayed a trial cruise of its Disney Dream set for Tuesday after getting inconsistent results in its coronavirus testing. The ship was to sail with 300 volunteer crew members in a demonstration to U.S. authorities that it could manage under new virus protocols.\nRoyal Caribbean successfully launched its first revenue-generating sailing out of the U.S. this past weekend. In an interview with Bloomberg TV, Chief Executive Officer Richard Fain said Monday that he expects most of the company’s ships to be sailing by year-end and that he was “amazingly happy” with bookings he’s seeing for the next two years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159352236,"gmtCreate":1624943463825,"gmtModify":1703848532121,"author":{"id":"4087994115317880","authorId":"4087994115317880","name":"saisat","avatar":"https://static.tigerbbs.com/af127f91fc5aab8337ee5a1c503b3b65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087994115317880","authorIdStr":"4087994115317880"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159352236","repostId":"2147853075","repostType":4,"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159352834,"gmtCreate":1624943453528,"gmtModify":1703848531638,"author":{"id":"4087994115317880","authorId":"4087994115317880","name":"saisat","avatar":"https://static.tigerbbs.com/af127f91fc5aab8337ee5a1c503b3b65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087994115317880","authorIdStr":"4087994115317880"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159352834","repostId":"2147853075","repostType":4,"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159352384,"gmtCreate":1624943442648,"gmtModify":1703848531315,"author":{"id":"4087994115317880","authorId":"4087994115317880","name":"saisat","avatar":"https://static.tigerbbs.com/af127f91fc5aab8337ee5a1c503b3b65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087994115317880","authorIdStr":"4087994115317880"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159352384","repostId":"2147853075","repostType":4,"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159356827,"gmtCreate":1624943397169,"gmtModify":1703848530668,"author":{"id":"4087994115317880","authorId":"4087994115317880","name":"saisat","avatar":"https://static.tigerbbs.com/af127f91fc5aab8337ee5a1c503b3b65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087994115317880","authorIdStr":"4087994115317880"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159356827","repostId":"2147853075","repostType":4,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150884558,"gmtCreate":1624892948574,"gmtModify":1703847353594,"author":{"id":"4087994115317880","authorId":"4087994115317880","name":"saisat","avatar":"https://static.tigerbbs.com/af127f91fc5aab8337ee5a1c503b3b65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087994115317880","authorIdStr":"4087994115317880"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150884558","repostId":"2146839359","repostType":4,"repost":{"id":"2146839359","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624889368,"share":"https://ttm.financial/m/news/2146839359?lang=&edition=fundamental","pubTime":"2021-06-28 22:09","market":"sh","language":"en","title":"Chinese EV battery maker CATL extends deal with Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=2146839359","media":"Reuters","summary":"BEIJING, June 28 (Reuters) - Chinese electric vehicle battery maker CATL said on Monday it has exten","content":"<p>BEIJING, June 28 (Reuters) - Chinese electric vehicle battery maker CATL said on Monday it has extended a battery supply deal with U.S. EV maker Tesla Inc to 2025.</p>\n<p>Ningde-based CATL said in a stock exchange filing that it would supply battery cells to Tesla, which is making Model 3 sedans and Model Y sport-utility vehicles in Shanghai, until December 2025.</p>\n<p>Other Tesla battery suppliers include Panasonic Corp&nbsp;and LG Energy Solution.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV battery maker CATL extends deal with Tesla</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\">\nChinese EV battery maker CATL extends deal with Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-28 22:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BEIJING, June 28 (Reuters) - Chinese electric vehicle battery maker CATL said on Monday it has extended a battery supply deal with U.S. EV maker Tesla Inc to 2025.</p>\n<p>Ningde-based CATL said in a stock exchange filing that it would supply battery cells to Tesla, which is making Model 3 sedans and Model Y sport-utility vehicles in Shanghai, until December 2025.</p>\n<p>Other Tesla battery suppliers include Panasonic Corp&nbsp;and LG Energy Solution.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300750":"宁德时代","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146839359","content_text":"BEIJING, June 28 (Reuters) - Chinese electric vehicle battery maker CATL said on Monday it has extended a battery supply deal with U.S. EV maker Tesla Inc to 2025.\nNingde-based CATL said in a stock exchange filing that it would supply battery cells to Tesla, which is making Model 3 sedans and Model Y sport-utility vehicles in Shanghai, until December 2025.\nOther Tesla battery suppliers include Panasonic Corp and LG Energy Solution.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150882760,"gmtCreate":1624892905650,"gmtModify":1703847350824,"author":{"id":"4087994115317880","authorId":"4087994115317880","name":"saisat","avatar":"https://static.tigerbbs.com/af127f91fc5aab8337ee5a1c503b3b65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087994115317880","authorIdStr":"4087994115317880"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150882760","repostId":"2146836884","repostType":4,"repost":{"id":"2146836884","kind":"news","pubTimestamp":1624889481,"share":"https://ttm.financial/m/news/2146836884?lang=&edition=fundamental","pubTime":"2021-06-28 22:11","market":"us","language":"en","title":"Rob Arnott Says He Told You Tesla Would Be a Drag on the S&P 500","url":"https://stock-news.laohu8.com/highlight/detail?id=2146836884","media":"Bloomberg","summary":"Index additions tend to lag deletions six months after switch\nTesla was ‘the mother of all S&P 500 r","content":"<ul>\n <li>Index additions tend to lag deletions six months after switch</li>\n <li>Tesla was ‘the mother of all S&amp;P 500 rebalances,’ says Arnott</li>\n</ul>\n<p>Tesla Inc. has been a disappointment to many since going into the S&amp;P 500 Index. But not to Rob Arnott.</p>\n<p>Whipped around by shifting tastes for cutting-edge tech, shares of the electric-vehicle maker have trailed the index by roughly 12 percentage points since their mid-December addition. That’s pretty much what the smart-beta pioneer said would happen to the gauge’s biggest-ever entrant.</p>\n<p>Arnott, founder of Research Affiliates, would like the world to know he was right. He just published a study locating Tesla’s flop in what he considers the long history of bloated companies dragging down capitalization-weighted benchmarks.</p>\n<p>Consistent with his claim that these benchmarks have a bad habit of buying high, Arnott’s data shows that in the first six months following a rebalance, index additions lag the stocks they effectively replaced by 14%, a gap that grows to 20% when measured a year out from the event. The addition of the electric-vehicle maker at the “near its highest-yet valuation levels is a striking confirmation of this pattern,” wrote Arnott with colleagues Vitali Kalesnik and Lillian Wu in a paper titled “Revisiting Tesla’s Addition to the S&amp;P 500: What’s the Cost, Before and After?”</p>\n<p><img src=\"https://static.tigerbbs.com/e7059024913328166a326f7a27fbe005\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>Certain quants, Arnott among them, late last year in the run-up to Tesla’s inclusion into the benchmark gauge raised the issue that megacap companies have the potential to harm passive returns. Arnott calls Tesla’s inclusion “the mother of all S&amp;P 500 rebalances,” given its market cap at the time and the hype surrounding the company.</p>\n<p>Shares of Tesla rose roughly eightfold in 2020, with much of the gains powered by investors anticipating that the carmaker would be added to the S&amp;P 500. This year, they hit an intraday high of about $900 per share, but they’re down roughly 5% since the start of 2021 to trade around $670. The decline has wiped out about $21 billion in the firm’s value and is the biggest drag on the S&amp;P 500 year-to-date.</p>\n<p>“The big takeaway is that there’s this fairly reliable pattern with stocks that are added to the index providing market performance are a little worse on average and stocks that are dropped from the index providing markedly superior performance on average,” Arnott said by phone from Newport Beach, California.</p>\n<p>A $100 mid-December investment in Tesla, when the rebalance occurred, would have depreciated to $89.68 at the six-month mark. The same investment in Apartment Investment &amp; Management Company, the company that got booted from the index, would have grown to $160.18. And an investor who chose to buy Apartment Investment on December 18 at the market close would, six months later, be enjoying a 78.6% relative return advantage over someone who bought Tesla -- an advantage that likely does not end here, according to Research Affiliates.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f126679da5b3fe1b7201033580eece08\" tg-width=\"1518\" tg-height=\"924\"><span>Source: Research Affiliates</span></p>\n<p>While Arnott’s focus on how returns vary among index members may seem obsessive, it reflects a decades-long debate in money management over how to construct passive benchmarks. A key tenet of Arnott’s smart-beta crowd is that traditional equity indexes have flaws, among them a propensity to embrace companies whose best days are behind them.</p>\n<p>A common complaint is that index compilers often wait too long to make a change, long after a stock has taken off or languished. About two-thirds of stocks added to indexes had risen between the announcement date and the effective date, and only 43% had gained in the subsequent year following the rebalance. But around 50% of deletions had gained in the subsequent year following the switch, with the winners up by far more than the losers were down, Arnott’s research found.</p>\n<p>“The way I like to describe it is the stocks that are added are companies that the S&amp;P index committee is embarrassed that they haven’t added it already, and the stocks that are dropped are companies that the index committee is embarrassed that they’re still in the index,” Arnott said.</p>\n<p>To be sure, Tesla might represent an “extreme outlier,” Arnott said. But a rebalance could be a great opportunity “to do the opposite of what the index does: buy the deletion and sell the addition.”</p>\n<p>Arnott recalls being approached, following a presentation he gave at a conference, by the head of investments at an index company, who told him he’d been asked by his marketing department to stop buying additions or selling deletions ahead of the actual rebalancing. Arnott recalls the department telling the manager, “‘stop it! You’re adding value, you’re beating the index and we’re losing business because people say we’re sloppy because we don’t track the index perfectly,’” he recollected. But, “it’s a little bit of tilting at windmills because they probably won’t do it.”</p>","source":"lsy1584095487587","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>Rob Arnott Says He Told You Tesla Would Be a Drag on the S&P 500</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\">\nRob Arnott Says He Told You Tesla Would Be a Drag on the S&P 500\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 22:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-28/rob-arnott-says-he-told-you-tesla-would-be-a-drag-on-the-s-p-500?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Index additions tend to lag deletions six months after switch\nTesla was ‘the mother of all S&P 500 rebalances,’ says Arnott\n\nTesla Inc. has been a disappointment to many since going into the S&P 500 ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-28/rob-arnott-says-he-told-you-tesla-would-be-a-drag-on-the-s-p-500?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","OEX":"标普100","SH":"标普500反向ETF","SPY":"标普500ETF","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","SSO":"两倍做多标普500ETF","UPRO":"三倍做多标普500ETF","TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-28/rob-arnott-says-he-told-you-tesla-would-be-a-drag-on-the-s-p-500?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146836884","content_text":"Index additions tend to lag deletions six months after switch\nTesla was ‘the mother of all S&P 500 rebalances,’ says Arnott\n\nTesla Inc. has been a disappointment to many since going into the S&P 500 Index. But not to Rob Arnott.\nWhipped around by shifting tastes for cutting-edge tech, shares of the electric-vehicle maker have trailed the index by roughly 12 percentage points since their mid-December addition. That’s pretty much what the smart-beta pioneer said would happen to the gauge’s biggest-ever entrant.\nArnott, founder of Research Affiliates, would like the world to know he was right. He just published a study locating Tesla’s flop in what he considers the long history of bloated companies dragging down capitalization-weighted benchmarks.\nConsistent with his claim that these benchmarks have a bad habit of buying high, Arnott’s data shows that in the first six months following a rebalance, index additions lag the stocks they effectively replaced by 14%, a gap that grows to 20% when measured a year out from the event. The addition of the electric-vehicle maker at the “near its highest-yet valuation levels is a striking confirmation of this pattern,” wrote Arnott with colleagues Vitali Kalesnik and Lillian Wu in a paper titled “Revisiting Tesla’s Addition to the S&P 500: What’s the Cost, Before and After?”\n\nCertain quants, Arnott among them, late last year in the run-up to Tesla’s inclusion into the benchmark gauge raised the issue that megacap companies have the potential to harm passive returns. Arnott calls Tesla’s inclusion “the mother of all S&P 500 rebalances,” given its market cap at the time and the hype surrounding the company.\nShares of Tesla rose roughly eightfold in 2020, with much of the gains powered by investors anticipating that the carmaker would be added to the S&P 500. This year, they hit an intraday high of about $900 per share, but they’re down roughly 5% since the start of 2021 to trade around $670. The decline has wiped out about $21 billion in the firm’s value and is the biggest drag on the S&P 500 year-to-date.\n“The big takeaway is that there’s this fairly reliable pattern with stocks that are added to the index providing market performance are a little worse on average and stocks that are dropped from the index providing markedly superior performance on average,” Arnott said by phone from Newport Beach, California.\nA $100 mid-December investment in Tesla, when the rebalance occurred, would have depreciated to $89.68 at the six-month mark. The same investment in Apartment Investment & Management Company, the company that got booted from the index, would have grown to $160.18. And an investor who chose to buy Apartment Investment on December 18 at the market close would, six months later, be enjoying a 78.6% relative return advantage over someone who bought Tesla -- an advantage that likely does not end here, according to Research Affiliates.\nSource: Research Affiliates\nWhile Arnott’s focus on how returns vary among index members may seem obsessive, it reflects a decades-long debate in money management over how to construct passive benchmarks. A key tenet of Arnott’s smart-beta crowd is that traditional equity indexes have flaws, among them a propensity to embrace companies whose best days are behind them.\nA common complaint is that index compilers often wait too long to make a change, long after a stock has taken off or languished. About two-thirds of stocks added to indexes had risen between the announcement date and the effective date, and only 43% had gained in the subsequent year following the rebalance. But around 50% of deletions had gained in the subsequent year following the switch, with the winners up by far more than the losers were down, Arnott’s research found.\n“The way I like to describe it is the stocks that are added are companies that the S&P index committee is embarrassed that they haven’t added it already, and the stocks that are dropped are companies that the index committee is embarrassed that they’re still in the index,” Arnott said.\nTo be sure, Tesla might represent an “extreme outlier,” Arnott said. But a rebalance could be a great opportunity “to do the opposite of what the index does: buy the deletion and sell the addition.”\nArnott recalls being approached, following a presentation he gave at a conference, by the head of investments at an index company, who told him he’d been asked by his marketing department to stop buying additions or selling deletions ahead of the actual rebalancing. Arnott recalls the department telling the manager, “‘stop it! You’re adding value, you’re beating the index and we’re losing business because people say we’re sloppy because we don’t track the index perfectly,’” he recollected. But, “it’s a little bit of tilting at windmills because they probably won’t do it.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150882967,"gmtCreate":1624892876359,"gmtModify":1703847349356,"author":{"id":"4087994115317880","authorId":"4087994115317880","name":"saisat","avatar":"https://static.tigerbbs.com/af127f91fc5aab8337ee5a1c503b3b65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087994115317880","authorIdStr":"4087994115317880"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150882967","repostId":"2146835880","repostType":4,"repost":{"id":"2146835880","kind":"highlight","pubTimestamp":1624889763,"share":"https://ttm.financial/m/news/2146835880?lang=&edition=fundamental","pubTime":"2021-06-28 22:16","market":"us","language":"en","title":"5 Stocks to Buy on a Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2146835880","media":"Motley Fool","summary":"The recent fall in industrial stocks has created some excellent buying opportunities.","content":"<p>Market fluctuations create buying opportunities for long-term investors, whether they are adding to an existing position or initiating a new <a href=\"https://laohu8.com/S/AONE\">one</a>. The industrial sector has been somewhat weak of late, so I thought I'd outline five long-term growth stocks that have dipped recently.</p>\n<p>They include industrial giant <b>General Electric</b> (NYSE:GE), toolmaker <b>Stanley Black &amp; Decker</b>, (NYSE:SWK) and mid-cap options <b>nVent</b> (NYSE:NVT), <b>Univar</b> (NYSE:UNVR), and <b>Pentair</b> (NYSE:PNR).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d809e54e32a6274b36ebe37521180fea\" tg-width=\"700\" tg-height=\"554\"><span>Image source: Getty Images.</span></p>\n<h2>General Electric</h2>\n<p>A quick look at these stock performances versus the <b>S&amp;P 500</b> index shows a relatively good performance on a year-to-date basis, but there's no denying the dip in recent weeks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a25fd4ae782ca1e00150871e96e9866\" tg-width=\"720\" tg-height=\"387\"><span>Data by YCharts</span></p>\n<p>There doesn't appear to be any unifying theme in the sell-off, other than a general rotation out of industrial stocks by institutional investors.</p>\n<p>However, retail investors don't have to get involved in the constant game of guessing which sector is hot this quarter. That's a consideration that comes to mind when thinking about GE.</p>\n<p>In recent weeks, CEO Larry Culp has been vocal in outlining the company's medium-term earnings and free cash flow (FCF) generation aims, and what he had to say is very positive. In a nutshell, Culp believes $7 billion in FCF is possible by 2023. Culp's plans involve aviation making a strong recovery to 2019 levels of profitability, healthcare continuing to churn out FCF, and restructuring actions at power leading to a solid contribution of $1 billion to $2 billion. Meanwhile, GE Renewable Energy should have a $3 billion offshore wind business by 2023 and support ongoing growth in onshore wind.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d1e17939d93876f758da3a19f66fca7\" tg-width=\"700\" tg-height=\"466\"><span>Image source Getty Images.</span></p>\n<p>If GE hits $7 billion in FCF in 2023, it will trade (based on its current market cap) on 16.3 times its FCF. That would be an excellent valuation for a company with a long-term growth opportunity from servicing its installed base of aircraft engines, gas turbines, and wind turbines.</p>\n<h2>Pentair and nVent</h2>\n<p>Continuing the discussion of FCF leads us to electrical products company nVent Electric and residential and commercial water treatment company Pentair. However, investors should not think of these two stocks as merely being value investing options because they both have decent growth prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c3197d7598789e5bdbe3d90f8869f8\" tg-width=\"720\" tg-height=\"387\"><span>Data by YCharts</span></p>\n<p>nVent is a manufacturer of electrical enclosures, fastening solutions, and electric thermal management solutions. It's a solid, albeit unexciting, market, but that's the point! nVent's solutions make up a relatively small part of its customers' project expenditures -- suggesting that it goes under the radar when customers focus on cost-cutting measures. That makes it a useful way to play the \"electrification\" of the economy, whether spending on automation, smart grids, data centers, electrifying buildings, or transportation.</p>\n<p>Pentair's consumer solutions business (pool equipment and home water treatment) received a boost in 2020 as the stay-at-home measures created a boom in spending on home and garden. There were 100,000 new pools built in North America in 2020. Moreover, given that the pool equipment market is primarily replacement, it's likely that the company has a long-term opportunity to sell into the existing pool base of 5.3 million pools in North America.</p>\n<p>Meanwhile, management expects its industrial and flow technologies segment to grow at a low-single-digit rate over the long term. It all adds up to a business growing revenue at a mid-single-digit rate and earnings at a double-digit rate. Management expects $2.5 billion in FCF in the 2022-2025 timeframe. Given that the current market cap is only $10.95 billion, it suggests the company is undervalued.</p>\n<h2>Univar and Stanley Black &amp; Decker</h2>\n<p>Univar is the value play, and Stanley Black &amp; Decker is the hidden growth stock. The case for specialty chemicals distributor Univar rests on the idea that management's refocusing on its core activity, specialty chemical distribution, will pay off. Management aims to raise profit margin to a level similar to <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its peers in North America by 2022.</p>\n<p>To get to earnings before interest, taxation, depreciation, and amortization (EBITDA) margin of 9% by 2022 (the stated aim of its so-called \"S22 Program\"), management plans to streamline the company, cut costs, and invest in digital technologies to improve distribution.</p>\n<p>Given that analysts are forecasting $9.4 billion in sales in 2023, Univar could be generating $845 million in EBITDA then. Based on the current enterprise value, or EV (market cap plus net debt) of $6.2 billion, Univar could trade on an EV/EBITDA multiple of just 7.3 times EBITDA in 2023. That would make the stock an excellent value.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2a81ebda8d55c1c54e0d55d5450de5e\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<p>Finally, Stanley Black &amp; Decker's growth prospects often fall under the radar. The pandemic boosted its DIY power tools sales, and the housing boom will help its professional tools sales.</p>\n<p>Meanwhile, Stanley's leadership in e-commerce helped it win market share during the pandemic. The movement toward electric vehicles should raise the content per vehicle amount for Stanley's fasteners and fittings. Moreover, the company has an exciting growth opportunity to expand in the complementary lawn and garden sector through its option to purchase the remaining share of MTD.</p>\n<p>All told, Stanley looks capable of achieving its management's long-term aims of double-digit earnings growth, and trading on 16 times next year's estimated earnings, the stock remains attractive.</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>5 Stocks to Buy on a Dip</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\">\n5 Stocks to Buy on a Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 22:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/28/5-stocks-to-buy-on-a-dip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Market fluctuations create buying opportunities for long-term investors, whether they are adding to an existing position or initiating a new one. The industrial sector has been somewhat weak of late, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/28/5-stocks-to-buy-on-a-dip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVT":"nVent Electric plc","GE":"GE航空航天","UNVR":"Univar Solutions Inc.","PNR":"滨特尔","SWK":"美国史丹利公司"},"source_url":"https://www.fool.com/investing/2021/06/28/5-stocks-to-buy-on-a-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146835880","content_text":"Market fluctuations create buying opportunities for long-term investors, whether they are adding to an existing position or initiating a new one. The industrial sector has been somewhat weak of late, so I thought I'd outline five long-term growth stocks that have dipped recently.\nThey include industrial giant General Electric (NYSE:GE), toolmaker Stanley Black & Decker, (NYSE:SWK) and mid-cap options nVent (NYSE:NVT), Univar (NYSE:UNVR), and Pentair (NYSE:PNR).\nImage source: Getty Images.\nGeneral Electric\nA quick look at these stock performances versus the S&P 500 index shows a relatively good performance on a year-to-date basis, but there's no denying the dip in recent weeks.\nData by YCharts\nThere doesn't appear to be any unifying theme in the sell-off, other than a general rotation out of industrial stocks by institutional investors.\nHowever, retail investors don't have to get involved in the constant game of guessing which sector is hot this quarter. That's a consideration that comes to mind when thinking about GE.\nIn recent weeks, CEO Larry Culp has been vocal in outlining the company's medium-term earnings and free cash flow (FCF) generation aims, and what he had to say is very positive. In a nutshell, Culp believes $7 billion in FCF is possible by 2023. Culp's plans involve aviation making a strong recovery to 2019 levels of profitability, healthcare continuing to churn out FCF, and restructuring actions at power leading to a solid contribution of $1 billion to $2 billion. Meanwhile, GE Renewable Energy should have a $3 billion offshore wind business by 2023 and support ongoing growth in onshore wind.\nImage source Getty Images.\nIf GE hits $7 billion in FCF in 2023, it will trade (based on its current market cap) on 16.3 times its FCF. That would be an excellent valuation for a company with a long-term growth opportunity from servicing its installed base of aircraft engines, gas turbines, and wind turbines.\nPentair and nVent\nContinuing the discussion of FCF leads us to electrical products company nVent Electric and residential and commercial water treatment company Pentair. However, investors should not think of these two stocks as merely being value investing options because they both have decent growth prospects.\nData by YCharts\nnVent is a manufacturer of electrical enclosures, fastening solutions, and electric thermal management solutions. It's a solid, albeit unexciting, market, but that's the point! nVent's solutions make up a relatively small part of its customers' project expenditures -- suggesting that it goes under the radar when customers focus on cost-cutting measures. That makes it a useful way to play the \"electrification\" of the economy, whether spending on automation, smart grids, data centers, electrifying buildings, or transportation.\nPentair's consumer solutions business (pool equipment and home water treatment) received a boost in 2020 as the stay-at-home measures created a boom in spending on home and garden. There were 100,000 new pools built in North America in 2020. Moreover, given that the pool equipment market is primarily replacement, it's likely that the company has a long-term opportunity to sell into the existing pool base of 5.3 million pools in North America.\nMeanwhile, management expects its industrial and flow technologies segment to grow at a low-single-digit rate over the long term. It all adds up to a business growing revenue at a mid-single-digit rate and earnings at a double-digit rate. Management expects $2.5 billion in FCF in the 2022-2025 timeframe. Given that the current market cap is only $10.95 billion, it suggests the company is undervalued.\nUnivar and Stanley Black & Decker\nUnivar is the value play, and Stanley Black & Decker is the hidden growth stock. The case for specialty chemicals distributor Univar rests on the idea that management's refocusing on its core activity, specialty chemical distribution, will pay off. Management aims to raise profit margin to a level similar to one of its peers in North America by 2022.\nTo get to earnings before interest, taxation, depreciation, and amortization (EBITDA) margin of 9% by 2022 (the stated aim of its so-called \"S22 Program\"), management plans to streamline the company, cut costs, and invest in digital technologies to improve distribution.\nGiven that analysts are forecasting $9.4 billion in sales in 2023, Univar could be generating $845 million in EBITDA then. Based on the current enterprise value, or EV (market cap plus net debt) of $6.2 billion, Univar could trade on an EV/EBITDA multiple of just 7.3 times EBITDA in 2023. That would make the stock an excellent value.\nImage source: Getty Images.\nFinally, Stanley Black & Decker's growth prospects often fall under the radar. The pandemic boosted its DIY power tools sales, and the housing boom will help its professional tools sales.\nMeanwhile, Stanley's leadership in e-commerce helped it win market share during the pandemic. The movement toward electric vehicles should raise the content per vehicle amount for Stanley's fasteners and fittings. Moreover, the company has an exciting growth opportunity to expand in the complementary lawn and garden sector through its option to purchase the remaining share of MTD.\nAll told, Stanley looks capable of achieving its management's long-term aims of double-digit earnings growth, and trading on 16 times next year's estimated earnings, the stock remains attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150886377,"gmtCreate":1624892845599,"gmtModify":1703847348216,"author":{"id":"4087994115317880","authorId":"4087994115317880","name":"saisat","avatar":"https://static.tigerbbs.com/af127f91fc5aab8337ee5a1c503b3b65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087994115317880","authorIdStr":"4087994115317880"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150886377","repostId":"1184667820","repostType":4,"repost":{"id":"1184667820","kind":"news","pubTimestamp":1624890163,"share":"https://ttm.financial/m/news/1184667820?lang=&edition=fundamental","pubTime":"2021-06-28 22:22","market":"us","language":"en","title":"Boeing’s Newest Jet Is Delayed. Other Issues Are More Important.","url":"https://stock-news.laohu8.com/highlight/detail?id=1184667820","media":"Barrons","summary":"The commercial aerospace giant Boeing got a bit of bad news about its latest 777 jet, the 777X. The ","content":"<p>The commercial aerospace giant Boeing got a bit of bad news about its latest 777 jet, the 777X. The Federal Aviation Administration told the company recently the jet likely won’t be approved for commercial service until mid-2023.</p>\n<p>That timeline, contained in a May letter from the regulator to the company, is longer than investors might have expected, but it isn’t actually all that bad for the stock. Boeing didn’t immediately reply to a request for comment.</p>\n<p>The 777X took its maiden test flight back in&nbsp;January 2020. That might have put it on track to be approved by mid-2021, based on the way the industry worked a few years ago. Consider that the&nbsp;737 MAX&nbsp;jet took its initial flight in early 2016 and was approved for service about 14 months later. Deliveries began around mid-2017.</p>\n<p>But the MAX, of course, was grounded in March 2019 following two deadly crashes within five months. It took&nbsp;20-plus months&nbsp;of design modifications, additional testing, and regulatory oversight, for Boeing to win permission for the jet to carry passengers again.</p>\n<p>The MAX situation caused changes at Boeing, including new&nbsp;safety committees, as well as alterations to the FAA’s&nbsp;oversight process. Those shifts could be stretching out the approval process for new planes. The pandemic probably didn’t help the 777x approval timeline either.</p>\n<p>Regardless of the reasons, the approval process has been slow. Boeing investors aren’t thrilled with news of the delay, although deliveries of MAX jets and the recovery of the commercial aerospace business are bigger concerns. Shares were down about 2.8% at $241.56 in early trading, while the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;were nearly flat.</p>\n<p>Vertical Research Partners analyst&nbsp;Rob Stallard&nbsp;summed up all of the positives and negatives for Boeing in a Monday report. The 777X delay is a regulatory problem, but it is only one of three he mentioned. China, for instance, hasn’t reapproved the 737 MAX yet, and the 787 still faces some reviews.</p>\n<p>On the positive side of the equation, new orders for the 737 MAX are starting to come in. He expects&nbsp;United Airlines(UAL) to announce an order for about 100 MAX jets in coming days.</p>\n<p>The “roller coaster ride continues” for Boeing stock, he said, noting that “this week’s events probably don’t have an immediate impact on our numbers.” His target price for Boeing stock remains $242 a share. He rates shares at Hold.</p>\n<p>Stallard is a little more bearish than his peers. Overall, about 57% of analysts covering the stock rate the shares at Buy. The&nbsp;average&nbsp;Buy-rating ratio for stocks in the S&amp;P 500 is about 55%. The averageprice targetamong analysts is about $267.</p>\n<p>The biggest issue facing the entire commercial aerospace industry is postpandemic demand. June 2021 U.S. commercial air travel is down&nbsp;roughly 25%&nbsp;compared with 2019 levels. But it is up almost 300% compared with June 2020.</p>\n<p>Things are slowly getting better for the industry. United Airlines, for instance, said Monday it expects&nbsp;a profit in July. It would be the airline’s first monthly profit since January 2020.</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>Boeing’s Newest Jet Is Delayed. Other Issues Are More Important.</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\">\nBoeing’s Newest Jet Is Delayed. Other Issues Are More Important.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/faa-delay-boeing-777x-jet-stock-51624889202?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The commercial aerospace giant Boeing got a bit of bad news about its latest 777 jet, the 777X. The Federal Aviation Administration told the company recently the jet likely won’t be approved for ...</p>\n\n<a href=\"https://www.barrons.com/articles/faa-delay-boeing-777x-jet-stock-51624889202?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://www.barrons.com/articles/faa-delay-boeing-777x-jet-stock-51624889202?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184667820","content_text":"The commercial aerospace giant Boeing got a bit of bad news about its latest 777 jet, the 777X. The Federal Aviation Administration told the company recently the jet likely won’t be approved for commercial service until mid-2023.\nThat timeline, contained in a May letter from the regulator to the company, is longer than investors might have expected, but it isn’t actually all that bad for the stock. Boeing didn’t immediately reply to a request for comment.\nThe 777X took its maiden test flight back in January 2020. That might have put it on track to be approved by mid-2021, based on the way the industry worked a few years ago. Consider that the 737 MAX jet took its initial flight in early 2016 and was approved for service about 14 months later. Deliveries began around mid-2017.\nBut the MAX, of course, was grounded in March 2019 following two deadly crashes within five months. It took 20-plus months of design modifications, additional testing, and regulatory oversight, for Boeing to win permission for the jet to carry passengers again.\nThe MAX situation caused changes at Boeing, including new safety committees, as well as alterations to the FAA’s oversight process. Those shifts could be stretching out the approval process for new planes. The pandemic probably didn’t help the 777x approval timeline either.\nRegardless of the reasons, the approval process has been slow. Boeing investors aren’t thrilled with news of the delay, although deliveries of MAX jets and the recovery of the commercial aerospace business are bigger concerns. Shares were down about 2.8% at $241.56 in early trading, while the S&P 500 and Dow Jones Industrial Average were nearly flat.\nVertical Research Partners analyst Rob Stallard summed up all of the positives and negatives for Boeing in a Monday report. The 777X delay is a regulatory problem, but it is only one of three he mentioned. China, for instance, hasn’t reapproved the 737 MAX yet, and the 787 still faces some reviews.\nOn the positive side of the equation, new orders for the 737 MAX are starting to come in. He expects United Airlines(UAL) to announce an order for about 100 MAX jets in coming days.\nThe “roller coaster ride continues” for Boeing stock, he said, noting that “this week’s events probably don’t have an immediate impact on our numbers.” His target price for Boeing stock remains $242 a share. He rates shares at Hold.\nStallard is a little more bearish than his peers. Overall, about 57% of analysts covering the stock rate the shares at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. The averageprice targetamong analysts is about $267.\nThe biggest issue facing the entire commercial aerospace industry is postpandemic demand. June 2021 U.S. commercial air travel is down roughly 25% compared with 2019 levels. But it is up almost 300% compared with June 2020.\nThings are slowly getting better for the industry. United Airlines, for instance, said Monday it expects a profit in July. It would be the airline’s first monthly profit since January 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150888502,"gmtCreate":1624892827206,"gmtModify":1703847347076,"author":{"id":"4087994115317880","authorId":"4087994115317880","name":"saisat","avatar":"https://static.tigerbbs.com/af127f91fc5aab8337ee5a1c503b3b65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087994115317880","authorIdStr":"4087994115317880"},"themes":[],"htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150888502","repostId":"2146027870","repostType":4,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}