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2021-08-06

Plan for long-term and avoid profiteering at short-term. Investing and gambling is a thin line make makes or breaks you:

Here’s another sign the bull market is near a peak, and this one bears watching

2021-08-10

Nio is going to be the no. 1 China EV company!

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2021-09-04

Hope that Amazon can break into smaller size to cater to retail investors!

AMZN Is The Only FAAMG Stock Off Its Peak. Buy The Dip?

2021-08-09

Promote FAANG?

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2021-07-02

You are the Apple of my Eye!

5 Warren Buffett Favorites To Keep An Eye On

2021-07-31

Good read for overall investment strategy

You can beat stock market indexes — this fund manager has, and this is how she and her team did it

2021-06-22

Is this a fairy tale come true?

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2021-08-25

Tim, you are the Apple of my eye!

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2021-07-27

Steady and solid are nicknames of Apple

Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.

2021-07-29

Demistifying the misconceptions that will save a lot of missteps in your investment journey!

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Go to Tiger App to see more news

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Do your math. Manage your risks.","listText":"Tread with caution. Do your math. Manage your risks.","text":"Tread with caution. Do your math. Manage your risks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/863263723","repostId":"1190658591","repostType":4,"repost":{"id":"1190658591","kind":"news","pubTimestamp":1632391669,"share":"https://ttm.financial/m/news/1190658591?lang=en_US&edition=fundamental","pubTime":"2021-09-23 18:07","market":"us","language":"en","title":"JPMorgan Team Says Flows Show the Buy-the-Dip Mantra Is at Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=1190658591","media":"Bloomberg","summary":"Flow measures for the S&P 500 Index signal that the psychology of buying the dip in U.S. equities is","content":"<div>\n<p>Flow measures for the S&P 500 Index signal that the psychology of buying the dip in U.S. equities is fraying, according to JPMorgan Chase & Co. strategists.\nAn outflow of $11 billion from equity ...</p>\n\n<a href=\"https://finance.yahoo.com/news/jpmorgan-team-says-flows-show-040018047.html\">Source Link</a>\n\n</div>\n","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>JPMorgan Team Says Flows Show the Buy-the-Dip Mantra Is at Risk</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; 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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\">\nJPMorgan Team Says Flows Show the Buy-the-Dip Mantra Is at Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-23 18:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/jpmorgan-team-says-flows-show-040018047.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Flow measures for the S&P 500 Index signal that the psychology of buying the dip in U.S. equities is fraying, according to JPMorgan Chase & Co. strategists.\nAn outflow of $11 billion from equity ...</p>\n\n<a href=\"https://finance.yahoo.com/news/jpmorgan-team-says-flows-show-040018047.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/jpmorgan-team-says-flows-show-040018047.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190658591","content_text":"Flow measures for the S&P 500 Index signal that the psychology of buying the dip in U.S. equities is fraying, according to JPMorgan Chase & Co. strategists.\nAn outflow of $11 billion from equity exchange-traded funds on Sept. 20 -- the biggest on a down day this year outside of quarterly options and futures expirations -- is “rather concerning” because it’s inconsistent with the buy-the-dip behavior that’s helped propel equities higher for months, JPMorgan strategists led by Nikolaos Panigirtzoglou wrote in a note Wednesday.\n“Observing flows for signs that this change in behavior would prove more persistent is important over the coming days,” they said, adding that an inflow on Sept. 21 of $2 billion was “rather muted.”\nThe buy-the-dip mantra among retail investors helped to power the near-doubling in U.S. stocks from pandemic-induced lows in March last year. The phenomenon saw the S&P 500 reliably bounce off its 50-day moving average. But it’s now sitting below that marker as investors fret over waning stimulus, high inflation and a debt crisis in China’s property sector.\nCommentators are split on the outlook for U.S. shares: Goldman Sachs Group Inc.’s Peter Oppenheimer said investors should use a 10% drop to load up on stocks, while BTIG LLC strategist Julian Emanuel has argued that the recent drawdown is likely to morph into a major test of the resolve of retail investors.\nPanigirtzoglou’s team is in wait-and-see mode, saying they need more significant inflows into equity ETFs over coming days to conclude that buy-the-dip is alive and kicking.","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869759899,"gmtCreate":1632323687511,"gmtModify":1676530753739,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Apple shines like a diamond!!!","listText":"Apple shines like a diamond!!!","text":"Apple shines like a diamond!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869759899","repostId":"1143821004","repostType":4,"isVote":1,"tweetType":1,"viewCount":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814359948,"gmtCreate":1630768527084,"gmtModify":1676530392668,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Hope that Amazon can break into smaller size to cater to retail investors!","listText":"Hope that Amazon can break into smaller size to cater to retail investors!","text":"Hope that Amazon can break into smaller size to cater to retail investors!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/814359948","repostId":"1151569309","repostType":4,"repost":{"id":"1151569309","kind":"news","pubTimestamp":1630676828,"share":"https://ttm.financial/m/news/1151569309?lang=en_US&edition=fundamental","pubTime":"2021-09-03 21:47","market":"us","language":"en","title":"AMZN Is The Only FAAMG Stock Off Its Peak. Buy The Dip?","url":"https://stock-news.laohu8.com/highlight/detail?id=1151569309","media":"Thestreet","summary":"Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven di","content":"<p>Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven discusses the buy-on-dip opportunity.</p>\n<p>Something atypical has been happening in the world of Big Tech lately. As of the end of August 2021, which was only a couple of days ago, Amazon stock&nbsp;(<b>AMZN</b>)&nbsp;was the only FAAMG name trading off its peak – defined here as 1% or more from the all-time high price.</p>\n<p>Could this be a chance for bargain hunters to load up on AMZN? Today, the Amazon Maven talks about the buy-on-dip opportunity in September.</p>\n<p><b>Amazon stock: rare laggard</b></p>\n<p>The chart below shows how often the five FAAMG stocks have traded off their all-time highs, in percentage of total trading days, over the past five years. Nearly half the time (42%), all five of them have been at least 1% away from their historical top at once.</p>\n<p>This makes logical sense to me. Tech stock prices tend to be volatile and often “peel off” from their highs, even though shares have generally headed higher over a longer time horizon.</p>\n<p>The least common occurrence has been for only one FAAMG stock to be in the hole, while all others hover near peaks. This has happened, on average, only 1 out of every 12 to 13 trading sessions (i.e. one day per two or three weeks). This is exactly what was happening to Amazon stock at the end of August.</p>\n<p>Once again, this makes intuitive sense. Roughly speaking, FAAMG stocks behave similarly to the macroeconomic and broad market forces. Healthy consumer spending, economic growth, market enthusiasm and low interest rates are all bullish factors across the entire peer group.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a09638bca8fb5d57bada216196f071c\" tg-width=\"1200\" tg-height=\"686\" referrerpolicy=\"no-referrer\"><span>Figure 2: Number of FAAMG stocks off peak. data from Yahoo Finance</span></p>\n<h3>Buy-the-dip opportunity</h3>\n<p>In my view, Amazon’s loser status within the peer group (measured in this case by drawdowns) is still reminiscent of the company’sill-received third quarter earnings report. Back in July, the Seattle-based giant burst analysts’ and investors’ bubble, delivering e-commerce revenues that lagged consensus.</p>\n<p>Amazon is not out of the doghouse yet. While COVID-19 fears have lingered, fueling some hopes that the digital retail channel will still perform well in the second half of 2021, the global economies should gradually (and hopefully) reopen and return to “a new normal” over the next 12 months. Therefore, e-commerce headwinds in the foreseeable future are certainly not out of question.</p>\n<p>However,history has shown time and again&nbsp;that buying Amazon stock on pullbacks is a good strategy. While the current drawdown of only 5% to 10% may not seem like much,I believe that reasonable valuation&nbsp;shelp to set up AMZN for higher-than-peer group returns over the next several months.</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>AMZN Is The Only FAAMG Stock Off Its Peak. Buy The 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\">\nAMZN Is The Only FAAMG Stock Off Its Peak. Buy The Dip?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 21:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/amzn-is-the-only-faamg-stock-off-its-peak-buy-the-dip><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven discusses the buy-on-dip opportunity.\nSomething atypical has been happening in the world of Big Tech ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/amzn-is-the-only-faamg-stock-off-its-peak-buy-the-dip\">Source 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"},"source_url":"https://www.thestreet.com/amazon/stock/amzn-is-the-only-faamg-stock-off-its-peak-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151569309","content_text":"Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven discusses the buy-on-dip opportunity.\nSomething atypical has been happening in the world of Big Tech lately. As of the end of August 2021, which was only a couple of days ago, Amazon stock (AMZN) was the only FAAMG name trading off its peak – defined here as 1% or more from the all-time high price.\nCould this be a chance for bargain hunters to load up on AMZN? Today, the Amazon Maven talks about the buy-on-dip opportunity in September.\nAmazon stock: rare laggard\nThe chart below shows how often the five FAAMG stocks have traded off their all-time highs, in percentage of total trading days, over the past five years. Nearly half the time (42%), all five of them have been at least 1% away from their historical top at once.\nThis makes logical sense to me. Tech stock prices tend to be volatile and often “peel off” from their highs, even though shares have generally headed higher over a longer time horizon.\nThe least common occurrence has been for only one FAAMG stock to be in the hole, while all others hover near peaks. This has happened, on average, only 1 out of every 12 to 13 trading sessions (i.e. one day per two or three weeks). This is exactly what was happening to Amazon stock at the end of August.\nOnce again, this makes intuitive sense. Roughly speaking, FAAMG stocks behave similarly to the macroeconomic and broad market forces. Healthy consumer spending, economic growth, market enthusiasm and low interest rates are all bullish factors across the entire peer group.\nFigure 2: Number of FAAMG stocks off peak. data from Yahoo Finance\nBuy-the-dip opportunity\nIn my view, Amazon’s loser status within the peer group (measured in this case by drawdowns) is still reminiscent of the company’sill-received third quarter earnings report. Back in July, the Seattle-based giant burst analysts’ and investors’ bubble, delivering e-commerce revenues that lagged consensus.\nAmazon is not out of the doghouse yet. While COVID-19 fears have lingered, fueling some hopes that the digital retail channel will still perform well in the second half of 2021, the global economies should gradually (and hopefully) reopen and return to “a new normal” over the next 12 months. Therefore, e-commerce headwinds in the foreseeable future are certainly not out of question.\nHowever,history has shown time and again that buying Amazon stock on pullbacks is a good strategy. While the current drawdown of only 5% to 10% may not seem like much,I believe that reasonable valuation shelp to set up AMZN for higher-than-peer group returns over the next several months.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812670682,"gmtCreate":1630587526246,"gmtModify":1676530347956,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"The magic carpet flies again!","listText":"The magic carpet flies again!","text":"The magic carpet flies again!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812670682","repostId":"1159580926","repostType":4,"isVote":1,"tweetType":1,"viewCount":3163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834473205,"gmtCreate":1629823772907,"gmtModify":1676530143594,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Tim, you are the&nbsp;Apple of my eye!","listText":"Tim, you are the&nbsp;Apple of my eye!","text":"Tim, you are the Apple of my eye!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/834473205","repostId":"1167446644","repostType":4,"isVote":1,"tweetType":1,"viewCount":3749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834466344,"gmtCreate":1629819648088,"gmtModify":1676530142582,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Charge…..Point to the top with EV!!!","listText":"Charge…..Point to the top with EV!!!","text":"Charge…..Point to the top with EV!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834466344","repostId":"2161772199","repostType":4,"repost":{"id":"2161772199","kind":"highlight","pubTimestamp":1629790326,"share":"https://ttm.financial/m/news/2161772199?lang=en_US&edition=fundamental","pubTime":"2021-08-24 15:32","market":"us","language":"en","title":"These 15 stocks of retailers are expected to rise up to 97% over the next year","url":"https://stock-news.laohu8.com/highlight/detail?id=2161772199","media":"MarketWatch","summary":"Amazon is one of five that also make the list of those retailers expected to increase sales the fastest. Analysts polled by FactSet expect shares of Vroom, which sells used cars directly to consumers, to rise 97% over the next 12 months.With so many challenges for traditional retailers, investors can be forgiven for giving up on the entire sector. But there is money to be made if you focus on innovative sellers and maybe even on traditional brick-and-mortar retailers that are cleaning up their a","content":"<p>Amazon is one of five that also make the list of those retailers expected to increase sales the fastest</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ff482dd0b98ef3816dcbb572fa188c8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Analysts polled by FactSet expect shares of Vroom, which sells used cars directly to consumers, to rise 97% over the next 12 months.</span></p>\n<p>With so many challenges for traditional retailers, investors can be forgiven for giving up on the entire sector. But there is money to be made if you focus on innovative sellers and maybe even on traditional brick-and-mortar retailers that are cleaning up their acts.</p>\n<p>Below are two lists of stocks of retailers, broadly defined by FactSet to include specialized companies such as Vroom Inc.&nbsp;and <a href=\"https://laohu8.com/S/CVNA\">Carvana Co.</a> , which sell (and buy) used cars online. The first list includes 15 stocks that analysts expect to rise the most over the next year, and the second list shows companies expected to increase their sales the most over the next two years.</p>\n<p>Two retailers that didn't make either list are Macy's Inc.&nbsp;and Target Corp.. Both are worth watching, although investors with shorter-term horizons may find them pricey.</p>\n<p>Shares of Macy's had nearly doubled for 2021 through last week. The stock popped 20% on Aug. 19, after the company reported with WHP Global to sell more Toys 'R' Us items in its stores. The stock closed at $22.39 on Aug. 20 -- a penny above the consensus 12-month price target among analysts polled by FactSet. Of course, analysts can change their estimates in light of recent news.</p>\n<p>Target's stock is up 49% this year. The company also reported a much-improved second quarter . Target's shares closed at $253.40 on Aug. 20, 10% below the consensus price target of $277.66.</p>\n<p><b>Analysts' favorite retail stocks</b></p>\n<p>Starting with the Russell 3000 Index , there are 124 stocks of companies in retail industries, according to FactSet's industry group descriptions. These include online retailers such as Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> and the direct used-auto retailers mentioned above.</p>\n<p>Among those stocks, 77 have stock-market values of at least $1 billion, are covered by at least five analysts polled by FactSet and have consensus sales and earnings estimates available through 2023.</p>\n<p>Here are the 15 stocks with majority \"buy\" or equivalent ratings that the analysts believe have the most upside potential over the next year:</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company</b></td>\n   <td><b>Share “buy” ratings</b></td>\n   <td><b>Closing price – Aug. 20</b></td>\n   <td><b>Consensus price target</b></td>\n   <td><b>Implied 12-month upside potential</b></td>\n  </tr>\n  <tr>\n   <td>Vroom Inc.VRM</td>\n   <td>67%</td>\n   <td>$25.02</td>\n   <td>$49.25</td>\n   <td>97%</td>\n  </tr>\n  <tr>\n   <td>RealReal Inc.REAL</td>\n   <td>67%</td>\n   <td>$12.35</td>\n   <td>$24.31</td>\n   <td>97%</td>\n  </tr>\n  <tr>\n   <td>Overstock.com Inc.OSTK</td>\n   <td>100%</td>\n   <td>$69.58</td>\n   <td>$127.60</td>\n   <td>83%</td>\n  </tr>\n  <tr>\n   <td>ChargePoint Holdings Inc. Class ACHPT</td>\n   <td>88%</td>\n   <td>$21.26</td>\n   <td>$36.00</td>\n   <td>69%</td>\n  </tr>\n  <tr>\n   <td>Group 1 Automotive Inc.GPI</td>\n   <td>67%</td>\n   <td>$159.01</td>\n   <td>$251.40</td>\n   <td>58%</td>\n  </tr>\n  <tr>\n   <td>Leslie’s Inc.LESL</td>\n   <td>75%</td>\n   <td>$22.59</td>\n   <td>$32.64</td>\n   <td>44%</td>\n  </tr>\n  <tr>\n   <td>Lithia Motors Inc.LAD</td>\n   <td>64%</td>\n   <td>$328.51</td>\n   <td>$468.83</td>\n   <td>43%</td>\n  </tr>\n  <tr>\n   <td>IAA Inc.IAA</td>\n   <td>90%</td>\n   <td>$51.71</td>\n   <td>$72.38</td>\n   <td>40%</td>\n  </tr>\n  <tr>\n   <td>Abercrombie &amp; Fitch Co. Class AANF</td>\n   <td>58%</td>\n   <td>$38.02</td>\n   <td>$52.11</td>\n   <td>37%</td>\n  </tr>\n  <tr>\n   <td>Tapestry Inc.TPR</td>\n   <td>62%</td>\n   <td>$40.58</td>\n   <td>$54.89</td>\n   <td>35%</td>\n  </tr>\n  <tr>\n   <td>Capri Holdings Ltd.CPRI</td>\n   <td>61%</td>\n   <td>$54.33</td>\n   <td>$72.35</td>\n   <td>33%</td>\n  </tr>\n  <tr>\n   <td>Sonic Automotive Inc. Class ASAH</td>\n   <td>56%</td>\n   <td>$50.25</td>\n   <td>$65.71</td>\n   <td>31%</td>\n  </tr>\n  <tr>\n   <td>Amazon.com Inc.AMZN</td>\n   <td>98%</td>\n   <td>$3,199.95</td>\n   <td>$4,164.30</td>\n   <td>30%</td>\n  </tr>\n  <tr>\n   <td>Hibbett Inc.HIBB</td>\n   <td>83%</td>\n   <td>$85.14</td>\n   <td>$110.67</td>\n   <td>30%</td>\n  </tr>\n  <tr>\n   <td>American Eagle Outfitters Inc.AEO</td>\n   <td>64%</td>\n   <td>$32.37</td>\n   <td>$41.31</td>\n   <td>28%</td>\n  </tr>\n </tbody>\n</table>\n<p>Source: FactSet</p>\n<p>Using the same order, here are sales estimates for the group through 2023:</p>\n<table>\n <tbody></tbody>\n</table>\n<table>\n <tbody></tbody>\n</table>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company</b></td>\n   <td><b>Expected two-year sales increase</b></td>\n   <td><b>Estimated revenue – 2021</b></td>\n   <td><b>Estimated revenue – 2022</b></td>\n   <td><b>Estimated revenue – 2023</b></td>\n  </tr>\n  <tr>\n   <td>Vroom Inc.VRM</td>\n   <td>117%</td>\n   <td>$3,060</td>\n   <td>$4,514</td>\n   <td>$6,652</td>\n  </tr>\n  <tr>\n   <td>RealReal Inc.REAL</td>\n   <td>65%</td>\n   <td>$447</td>\n   <td>$592</td>\n   <td>$736</td>\n  </tr>\n  <tr>\n   <td>Overstock.com Inc.OSTK</td>\n   <td>17%</td>\n   <td>$2,830</td>\n   <td>$3,186</td>\n   <td>$3,321</td>\n  </tr>\n  <tr>\n   <td>ChargePoint Holdings Inc. Class ACHPT</td>\n   <td>175%</td>\n   <td>$200</td>\n   <td>$328</td>\n   <td>$550</td>\n  </tr>\n  <tr>\n   <td>Group 1 Automotive Inc.GPI</td>\n   <td>11%</td>\n   <td>$13,480</td>\n   <td>$14,680</td>\n   <td>$15,025</td>\n  </tr>\n  <tr>\n   <td>Leslie’s Inc.LESL</td>\n   <td>14%</td>\n   <td>$1,342</td>\n   <td>$1,442</td>\n   <td>$1,536</td>\n  </tr>\n  <tr>\n   <td>Lithia Motors Inc.LAD</td>\n   <td>41%</td>\n   <td>$21,902</td>\n   <td>$26,515</td>\n   <td>$30,801</td>\n  </tr>\n  <tr>\n   <td>IAA Inc.IAA</td>\n   <td>15%</td>\n   <td>$1,706</td>\n   <td>$1,781</td>\n   <td>$1,962</td>\n  </tr>\n  <tr>\n   <td>Abercrombie &amp; Fitch Co. Class AANF</td>\n   <td>4%</td>\n   <td>$3,680</td>\n   <td>$3,847</td>\n   <td>$3,841</td>\n  </tr>\n  <tr>\n   <td>Tapestry Inc.TPR</td>\n   <td>11%</td>\n   <td>$6,066</td>\n   <td>$6,531</td>\n   <td>$6,725</td>\n  </tr>\n  <tr>\n   <td>Capri Holdings Ltd.CPRI</td>\n   <td>24%</td>\n   <td>$5,017</td>\n   <td>$5,752</td>\n   <td>$6,205</td>\n  </tr>\n  <tr>\n   <td>Sonic Automotive Inc. Class ASAH</td>\n   <td>34%</td>\n   <td>$12,390</td>\n   <td>$14,196</td>\n   <td>$16,569</td>\n  </tr>\n  <tr>\n   <td>Amazon.com Inc.AMZN</td>\n   <td>38%</td>\n   <td>$476,170</td>\n   <td>$563,466</td>\n   <td>$657,295</td>\n  </tr>\n  <tr>\n   <td>Hibbett Inc.HIBB</td>\n   <td>13%</td>\n   <td>$1,504</td>\n   <td>$1,581</td>\n   <td>$1,706</td>\n  </tr>\n  <tr>\n   <td>American Eagle Outfitters Inc.AEO</td>\n   <td>17%</td>\n   <td>$4,917</td>\n   <td>$5,355</td>\n   <td>$5,742</td>\n  </tr>\n </tbody>\n</table>\n<p>Source: FactSet</p>\n<p>The estimates are for calendar years, but note that many retailers' fiscal years don't match the calendar.</p>\n<p>Also using the same list, here are estimates for earnings per share through 2023:</p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company</b></td>\n   <td><b>Expected two-year EPS change</b></td>\n   <td><b>Estimated EPS – 2021</b></td>\n   <td><b>Estimated EPS – 2022</b></td>\n   <td><b>Estimated EPS – 2023</b></td>\n  </tr>\n  <tr>\n   <td>Vroom Inc.VRM</td>\n   <td>N/A</td>\n   <td>-$2.50</td>\n   <td>-$2.45</td>\n   <td>-$2.24</td>\n  </tr>\n  <tr>\n   <td>RealReal Inc.REAL</td>\n   <td>N/A</td>\n   <td>-$2.05</td>\n   <td>-$1.35</td>\n   <td>-$1.00</td>\n  </tr>\n  <tr>\n   <td>Overstock.com Inc.OSTK</td>\n   <td>-4%</td>\n   <td>$2.56</td>\n   <td>$2.73</td>\n   <td>$2.46</td>\n  </tr>\n  <tr>\n   <td>ChargePoint Holdings Inc. Class ACHPT</td>\n   <td>N/A</td>\n   <td>-$1.23</td>\n   <td>-$0.42</td>\n   <td>-$0.23</td>\n  </tr>\n  <tr>\n   <td>Group 1 Automotive Inc.GPI</td>\n   <td>-19%</td>\n   <td>$30.30</td>\n   <td>$28.09</td>\n   <td>$24.61</td>\n  </tr>\n  <tr>\n   <td>Leslie’s Inc.LESL</td>\n   <td>16%</td>\n   <td>$0.85</td>\n   <td>$0.90</td>\n   <td>$0.98</td>\n  </tr>\n  <tr>\n   <td>Lithia Motors Inc.LAD</td>\n   <td>-2%</td>\n   <td>$33.22</td>\n   <td>$31.61</td>\n   <td>$32.59</td>\n  </tr>\n  <tr>\n   <td>IAA Inc.IAA</td>\n   <td>19%</td>\n   <td>$2.33</td>\n   <td>$2.44</td>\n   <td>$2.76</td>\n  </tr>\n  <tr>\n   <td>Abercrombie &amp; Fitch Co. Class AANF</td>\n   <td>-10%</td>\n   <td>$3.16</td>\n   <td>$3.18</td>\n   <td>$2.85</td>\n  </tr>\n  <tr>\n   <td>Tapestry Inc.TPR</td>\n   <td>22%</td>\n   <td>$3.17</td>\n   <td>$3.55</td>\n   <td>$3.85</td>\n  </tr>\n  <tr>\n   <td>Capri Holdings Ltd.CPRI</td>\n   <td>53%</td>\n   <td>$3.93</td>\n   <td>$5.17</td>\n   <td>$5.99</td>\n  </tr>\n  <tr>\n   <td>Sonic Automotive Inc. Class ASAH</td>\n   <td>7%</td>\n   <td>$7.03</td>\n   <td>$7.37</td>\n   <td>$7.52</td>\n  </tr>\n  <tr>\n   <td>Amazon.com Inc.AMZN</td>\n   <td>74%</td>\n   <td>$53.15</td>\n   <td>$67.39</td>\n   <td>$92.34</td>\n  </tr>\n  <tr>\n   <td>Hibbett Inc.HIBB</td>\n   <td>13%</td>\n   <td>$8.89</td>\n   <td>$8.88</td>\n   <td>$10.04</td>\n  </tr>\n  <tr>\n   <td>American Eagle Outfitters Inc.AEO</td>\n   <td>34%</td>\n   <td>$1.97</td>\n   <td>$2.33</td>\n   <td>$2.63</td>\n  </tr>\n </tbody>\n</table>\n<p>Source: FactSet</p>\n<p>For three of the companies, the expected two-year change in EPS is \"N/A\" because estimated earnings for 2021 or 2023, or both, are negative.</p>\n<p><b>Fastest expected sales increases</b></p>\n<p>Starting again with the 77 retailers that have market capitalizations of at least $1 billion and are covered by at least five analysts polled by FactSet, here are the 15 expected to increase their sales the most over the next two years:</p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company</b></td>\n   <td><b>Expected two-year sales increase</b></td>\n   <td><b>Estimated revenue – 2021</b></td>\n   <td><b>Estimated revenue – 2022</b></td>\n   <td><b>Estimated revenue – 2023</b></td>\n  </tr>\n  <tr>\n   <td>ChargePoint Holdings Inc. Class ACHPT</td>\n   <td>175%</td>\n   <td>$200</td>\n   <td>$328</td>\n   <td>$550</td>\n  </tr>\n  <tr>\n   <td>Vroom Inc.VRM</td>\n   <td>117%</td>\n   <td>$3,060</td>\n   <td>$4,514</td>\n   <td>$6,652</td>\n  </tr>\n  <tr>\n   <td>Carvana Co. Class ACVNA</td>\n   <td>76%</td>\n   <td>$11,775</td>\n   <td>$15,468</td>\n   <td>$20,680</td>\n  </tr>\n  <tr>\n   <td>RealReal Inc.REAL</td>\n   <td>65%</td>\n   <td>$447</td>\n   <td>$592</td>\n   <td>$736</td>\n  </tr>\n  <tr>\n   <td>Revolve Group, Inc Class ARVLV</td>\n   <td>47%</td>\n   <td>$818</td>\n   <td>$1,004</td>\n   <td>$1,206</td>\n  </tr>\n  <tr>\n   <td>Etsy Inc.ETSY</td>\n   <td>47%</td>\n   <td>$2,280</td>\n   <td>$2,747</td>\n   <td>$3,351</td>\n  </tr>\n  <tr>\n   <td>Floor &amp; Decor Holdings Inc. Class AFND</td>\n   <td>46%</td>\n   <td>$3,339</td>\n   <td>$4,007</td>\n   <td>$4,874</td>\n  </tr>\n  <tr>\n   <td>Five Below Inc.FIVE</td>\n   <td>41%</td>\n   <td>$2,717</td>\n   <td>$3,264</td>\n   <td>$3,841</td>\n  </tr>\n  <tr>\n   <td>Stitch Fix Inc. Class ASFIX</td>\n   <td>41%</td>\n   <td>$2,240</td>\n   <td>$2,622</td>\n   <td>$3,161</td>\n  </tr>\n  <tr>\n   <td>Lithia Motors Inc.LAD</td>\n   <td>41%</td>\n   <td>$21,902</td>\n   <td>$26,515</td>\n   <td>$30,801</td>\n  </tr>\n  <tr>\n   <td>Wayfair Inc. Class AW</td>\n   <td>39%</td>\n   <td>$14,393</td>\n   <td>$17,228</td>\n   <td>$20,049</td>\n  </tr>\n  <tr>\n   <td>Amazon.com Inc.AMZN</td>\n   <td>38%</td>\n   <td>$476,170</td>\n   <td>$563,466</td>\n   <td>$657,295</td>\n  </tr>\n  <tr>\n   <td>Lululemon Athletica Inc.LULU</td>\n   <td>37%</td>\n   <td>$5,804</td>\n   <td>$6,877</td>\n   <td>$7,963</td>\n  </tr>\n  <tr>\n   <td>Sonic Automotive Inc. Class ASAH</td>\n   <td>34%</td>\n   <td>$12,390</td>\n   <td>$14,196</td>\n   <td>$16,569</td>\n  </tr>\n  <tr>\n   <td>Ollie’s Bargain Outlet Holdings Inc.OLLI</td>\n   <td>26%</td>\n   <td>$1,868</td>\n   <td>$2,088</td>\n   <td>$2,363</td>\n  </tr>\n </tbody>\n</table>\n<p>Source: FacSet</p>\n<p>Only five companies make both this list and that with the most implied upside potential for their stock price: ChargePoint Holdings Inc. (CHPT), Vroom, RealReal Inc. <a href=\"https://laohu8.com/S/REAL\">$(REAL)$</a>, Lithia Motors Inc. <a href=\"https://laohu8.com/S/LAD\">$(LAD)$</a>, Amazon and Sonic Automotive Inc. <a href=\"https://laohu8.com/S/SAH\">$(SAH)$</a>.</p>\n<p>Here are EPS estimates for the list of best expected sales growers, using the same order as those with the fastest expected sales growth:</p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company</b></td>\n   <td><b>Expected two-year earnings increase</b></td>\n   <td><b>Estimated EPS – 2021</b></td>\n   <td><b>Estimated EPS – 2022</b></td>\n   <td><b>Estimated EPS – 2023</b></td>\n  </tr>\n  <tr>\n   <td>ChargePoint Holdings Inc. Class ACHPT</td>\n   <td>N/A</td>\n   <td>-$1.23</td>\n   <td>-$0.42</td>\n   <td>-$0.23</td>\n  </tr>\n  <tr>\n   <td>Vroom Inc.VRM</td>\n   <td>N/A</td>\n   <td>-$2.50</td>\n   <td>-$2.45</td>\n   <td>-$2.24</td>\n  </tr>\n  <tr>\n   <td>Carvana Co. Class ACVNA</td>\n   <td>N/A</td>\n   <td>-$1.12</td>\n   <td>-$0.30</td>\n   <td>$1.70</td>\n  </tr>\n  <tr>\n   <td>RealReal Inc.REAL</td>\n   <td>N/A</td>\n   <td>-$2.05</td>\n   <td>-$1.35</td>\n   <td>-$1.00</td>\n  </tr>\n  <tr>\n   <td>Revolve Group, Inc Class ARVLV</td>\n   <td>46%</td>\n   <td>$1.02</td>\n   <td>$1.19</td>\n   <td>$1.49</td>\n  </tr>\n  <tr>\n   <td>Etsy Inc.ETSY</td>\n   <td>62%</td>\n   <td>$3.03</td>\n   <td>$3.52</td>\n   <td>$4.90</td>\n  </tr>\n  <tr>\n   <td>Floor &amp; Decor Holdings Inc. Class AFND</td>\n   <td>45%</td>\n   <td>$2.46</td>\n   <td>$2.88</td>\n   <td>$3.56</td>\n  </tr>\n  <tr>\n   <td>Five Below Inc.FIVE</td>\n   <td>45%</td>\n   <td>$4.57</td>\n   <td>$5.60</td>\n   <td>$6.64</td>\n  </tr>\n  <tr>\n   <td>Stitch Fix Inc. Class ASFIX</td>\n   <td>N/A</td>\n   <td>-$0.42</td>\n   <td>-$0.24</td>\n   <td>$0.43</td>\n  </tr>\n  <tr>\n   <td>Lithia Motors Inc.LAD</td>\n   <td>-2%</td>\n   <td>$33.22</td>\n   <td>$31.61</td>\n   <td>$32.59</td>\n  </tr>\n  <tr>\n   <td>Wayfair Inc. Class AW</td>\n   <td>113%</td>\n   <td>$3.27</td>\n   <td>$4.74</td>\n   <td>$6.97</td>\n  </tr>\n  <tr>\n   <td>Amazon.com Inc.AMZN</td>\n   <td>74%</td>\n   <td>$53.15</td>\n   <td>$67.39</td>\n   <td>$92.34</td>\n  </tr>\n  <tr>\n   <td>Lululemon Athletica Inc.LULU</td>\n   <td>50%</td>\n   <td>$6.73</td>\n   <td>$8.33</td>\n   <td>$10.08</td>\n  </tr>\n  <tr>\n   <td>Sonic Automotive Inc. Class ASAH</td>\n   <td>7%</td>\n   <td>$7.03</td>\n   <td>$7.37</td>\n   <td>$7.52</td>\n  </tr>\n  <tr>\n   <td>Ollie’s Bargain Outlet Holdings Inc.OLLI</td>\n   <td>23%</td>\n   <td>$2.93</td>\n   <td>$3.24</td>\n   <td>$3.61</td>\n  </tr>\n </tbody>\n</table>\n<p>Source: FactSet</p>\n<p>Here’s a summary of analysts’ opinion about the list of best expected sales growers, also in the same order:</p>\n<table>\n <tbody></tbody>\n</table>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company</b></td>\n   <td><b>Share “buy” ratings</b></td>\n   <td><b>Closing price – Aug. 20</b></td>\n   <td><b>Consensus price target</b></td>\n   <td><b>Implied 12-month upside potential</b></td>\n  </tr>\n  <tr>\n   <td>ChargePoint Holdings Inc. Class ACHPT</td>\n   <td>88%</td>\n   <td>$21.26</td>\n   <td>$36.00</td>\n   <td>69%</td>\n  </tr>\n  <tr>\n   <td>Vroom Inc.VRM</td>\n   <td>67%</td>\n   <td>$25.02</td>\n   <td>$49.25</td>\n   <td>97%</td>\n  </tr>\n  <tr>\n   <td>Carvana Co. Class ACVNA</td>\n   <td>58%</td>\n   <td>$349.76</td>\n   <td>$379.09</td>\n   <td>8%</td>\n  </tr>\n  <tr>\n   <td>RealReal Inc.REAL</td>\n   <td>67%</td>\n   <td>$12.35</td>\n   <td>$24.31</td>\n   <td>97%</td>\n  </tr>\n  <tr>\n   <td>Revolve Group, Inc Class ARVLV</td>\n   <td>71%</td>\n   <td>$57.68</td>\n   <td>$70.67</td>\n   <td>23%</td>\n  </tr>\n  <tr>\n   <td>Etsy Inc.ETSY</td>\n   <td>76%</td>\n   <td>$199.27</td>\n   <td>$215.93</td>\n   <td>8%</td>\n  </tr>\n  <tr>\n   <td>Floor &amp; Decor Holdings Inc. Class AFND</td>\n   <td>87%</td>\n   <td>$117.75</td>\n   <td>$136.36</td>\n   <td>16%</td>\n  </tr>\n  <tr>\n   <td>Five Below Inc.FIVE</td>\n   <td>67%</td>\n   <td>$225.11</td>\n   <td>$232.70</td>\n   <td>3%</td>\n  </tr>\n  <tr>\n   <td>Stitch Fix Inc. Class ASFIX</td>\n   <td>38%</td>\n   <td>$39.71</td>\n   <td>$62.13</td>\n   <td>56%</td>\n  </tr>\n  <tr>\n   <td>Lithia Motors Inc.LAD</td>\n   <td>64%</td>\n   <td>$328.51</td>\n   <td>$468.83</td>\n   <td>43%</td>\n  </tr>\n  <tr>\n   <td>Wayfair Inc. Class AW</td>\n   <td>50%</td>\n   <td>$290.52</td>\n   <td>$324.64</td>\n   <td>12%</td>\n  </tr>\n  <tr>\n   <td>Amazon.com Inc.AMZN</td>\n   <td>98%</td>\n   <td>$3,199.95</td>\n   <td>$4,164.30</td>\n   <td>30%</td>\n  </tr>\n  <tr>\n   <td>Lululemon Athletica Inc.LULU</td>\n   <td>67%</td>\n   <td>$397.83</td>\n   <td>$401.63</td>\n   <td>1%</td>\n  </tr>\n  <tr>\n   <td>Sonic Automotive Inc. Class ASAH</td>\n   <td>56%</td>\n   <td>$50.25</td>\n   <td>$65.71</td>\n   <td>31%</td>\n  </tr>\n  <tr>\n   <td>Ollie’s Bargain Outlet Holdings Inc.OLLI</td>\n   <td>50%</td>\n   <td>$82.70</td>\n   <td>$98.00</td>\n   <td>19%</td>\n  </tr>\n </tbody>\n</table>\n<p>Source: FactSet</p>\n<table>\n <tbody></tbody>\n</table>\n<p>If you see any stocks of interest here, you should do your own research and form your own opinion about the companies’ long-term strategies before considering an investment.</p>","source":"lsy1603348471595","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>These 15 stocks of retailers are expected to rise up to 97% over the next year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 15 stocks of retailers are expected to rise up to 97% over the next year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 15:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-15-stocks-of-retailers-are-expected-to-rise-up-to-97-over-the-next-year-11629745985?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon is one of five that also make the list of those retailers expected to increase sales the fastest\nAnalysts polled by FactSet expect shares of Vroom, which sells used cars directly to consumers, ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-15-stocks-of-retailers-are-expected-to-rise-up-to-97-over-the-next-year-11629745985?mod=home-page\">Source 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","VRM":"Vroom, Inc.","LAD":"利西亚车行","TERN":"Terns Pharmaceuticals, Inc.","CVNA":"Carvana Co.","CRCT":"Cricut, Inc.","M":"梅西百货","TGT":"塔吉特","CHPT":"ChargePoint Holdings Inc.","SAH":"索尼克汽车"},"source_url":"https://www.marketwatch.com/story/these-15-stocks-of-retailers-are-expected-to-rise-up-to-97-over-the-next-year-11629745985?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161772199","content_text":"Amazon is one of five that also make the list of those retailers expected to increase sales the fastest\nAnalysts polled by FactSet expect shares of Vroom, which sells used cars directly to consumers, to rise 97% over the next 12 months.\nWith so many challenges for traditional retailers, investors can be forgiven for giving up on the entire sector. But there is money to be made if you focus on innovative sellers and maybe even on traditional brick-and-mortar retailers that are cleaning up their acts.\nBelow are two lists of stocks of retailers, broadly defined by FactSet to include specialized companies such as Vroom Inc. and Carvana Co. , which sell (and buy) used cars online. The first list includes 15 stocks that analysts expect to rise the most over the next year, and the second list shows companies expected to increase their sales the most over the next two years.\nTwo retailers that didn't make either list are Macy's Inc. and Target Corp.. Both are worth watching, although investors with shorter-term horizons may find them pricey.\nShares of Macy's had nearly doubled for 2021 through last week. The stock popped 20% on Aug. 19, after the company reported with WHP Global to sell more Toys 'R' Us items in its stores. The stock closed at $22.39 on Aug. 20 -- a penny above the consensus 12-month price target among analysts polled by FactSet. Of course, analysts can change their estimates in light of recent news.\nTarget's stock is up 49% this year. The company also reported a much-improved second quarter . Target's shares closed at $253.40 on Aug. 20, 10% below the consensus price target of $277.66.\nAnalysts' favorite retail stocks\nStarting with the Russell 3000 Index , there are 124 stocks of companies in retail industries, according to FactSet's industry group descriptions. These include online retailers such as Amazon.com Inc. $(AMZN)$ and the direct used-auto retailers mentioned above.\nAmong those stocks, 77 have stock-market values of at least $1 billion, are covered by at least five analysts polled by FactSet and have consensus sales and earnings estimates available through 2023.\nHere are the 15 stocks with majority \"buy\" or equivalent ratings that the analysts believe have the most upside potential over the next year:\n\n\n\nCompany\nShare “buy” ratings\nClosing price – Aug. 20\nConsensus price target\nImplied 12-month upside potential\n\n\nVroom Inc.VRM\n67%\n$25.02\n$49.25\n97%\n\n\nRealReal Inc.REAL\n67%\n$12.35\n$24.31\n97%\n\n\nOverstock.com Inc.OSTK\n100%\n$69.58\n$127.60\n83%\n\n\nChargePoint Holdings Inc. Class ACHPT\n88%\n$21.26\n$36.00\n69%\n\n\nGroup 1 Automotive Inc.GPI\n67%\n$159.01\n$251.40\n58%\n\n\nLeslie’s Inc.LESL\n75%\n$22.59\n$32.64\n44%\n\n\nLithia Motors Inc.LAD\n64%\n$328.51\n$468.83\n43%\n\n\nIAA Inc.IAA\n90%\n$51.71\n$72.38\n40%\n\n\nAbercrombie & Fitch Co. Class AANF\n58%\n$38.02\n$52.11\n37%\n\n\nTapestry Inc.TPR\n62%\n$40.58\n$54.89\n35%\n\n\nCapri Holdings Ltd.CPRI\n61%\n$54.33\n$72.35\n33%\n\n\nSonic Automotive Inc. Class ASAH\n56%\n$50.25\n$65.71\n31%\n\n\nAmazon.com Inc.AMZN\n98%\n$3,199.95\n$4,164.30\n30%\n\n\nHibbett Inc.HIBB\n83%\n$85.14\n$110.67\n30%\n\n\nAmerican Eagle Outfitters Inc.AEO\n64%\n$32.37\n$41.31\n28%\n\n\n\nSource: FactSet\nUsing the same order, here are sales estimates for the group through 2023:\n\n\n\n\n\n\n\n\n\nCompany\nExpected two-year sales increase\nEstimated revenue – 2021\nEstimated revenue – 2022\nEstimated revenue – 2023\n\n\nVroom Inc.VRM\n117%\n$3,060\n$4,514\n$6,652\n\n\nRealReal Inc.REAL\n65%\n$447\n$592\n$736\n\n\nOverstock.com Inc.OSTK\n17%\n$2,830\n$3,186\n$3,321\n\n\nChargePoint Holdings Inc. Class ACHPT\n175%\n$200\n$328\n$550\n\n\nGroup 1 Automotive Inc.GPI\n11%\n$13,480\n$14,680\n$15,025\n\n\nLeslie’s Inc.LESL\n14%\n$1,342\n$1,442\n$1,536\n\n\nLithia Motors Inc.LAD\n41%\n$21,902\n$26,515\n$30,801\n\n\nIAA Inc.IAA\n15%\n$1,706\n$1,781\n$1,962\n\n\nAbercrombie & Fitch Co. Class AANF\n4%\n$3,680\n$3,847\n$3,841\n\n\nTapestry Inc.TPR\n11%\n$6,066\n$6,531\n$6,725\n\n\nCapri Holdings Ltd.CPRI\n24%\n$5,017\n$5,752\n$6,205\n\n\nSonic Automotive Inc. Class ASAH\n34%\n$12,390\n$14,196\n$16,569\n\n\nAmazon.com Inc.AMZN\n38%\n$476,170\n$563,466\n$657,295\n\n\nHibbett Inc.HIBB\n13%\n$1,504\n$1,581\n$1,706\n\n\nAmerican Eagle Outfitters Inc.AEO\n17%\n$4,917\n$5,355\n$5,742\n\n\n\nSource: FactSet\nThe estimates are for calendar years, but note that many retailers' fiscal years don't match the calendar.\nAlso using the same list, here are estimates for earnings per share through 2023:\n\n\n\n\n\n\n\n\nCompany\nExpected two-year EPS change\nEstimated EPS – 2021\nEstimated EPS – 2022\nEstimated EPS – 2023\n\n\nVroom Inc.VRM\nN/A\n-$2.50\n-$2.45\n-$2.24\n\n\nRealReal Inc.REAL\nN/A\n-$2.05\n-$1.35\n-$1.00\n\n\nOverstock.com Inc.OSTK\n-4%\n$2.56\n$2.73\n$2.46\n\n\nChargePoint Holdings Inc. Class ACHPT\nN/A\n-$1.23\n-$0.42\n-$0.23\n\n\nGroup 1 Automotive Inc.GPI\n-19%\n$30.30\n$28.09\n$24.61\n\n\nLeslie’s Inc.LESL\n16%\n$0.85\n$0.90\n$0.98\n\n\nLithia Motors Inc.LAD\n-2%\n$33.22\n$31.61\n$32.59\n\n\nIAA Inc.IAA\n19%\n$2.33\n$2.44\n$2.76\n\n\nAbercrombie & Fitch Co. Class AANF\n-10%\n$3.16\n$3.18\n$2.85\n\n\nTapestry Inc.TPR\n22%\n$3.17\n$3.55\n$3.85\n\n\nCapri Holdings Ltd.CPRI\n53%\n$3.93\n$5.17\n$5.99\n\n\nSonic Automotive Inc. Class ASAH\n7%\n$7.03\n$7.37\n$7.52\n\n\nAmazon.com Inc.AMZN\n74%\n$53.15\n$67.39\n$92.34\n\n\nHibbett Inc.HIBB\n13%\n$8.89\n$8.88\n$10.04\n\n\nAmerican Eagle Outfitters Inc.AEO\n34%\n$1.97\n$2.33\n$2.63\n\n\n\nSource: FactSet\nFor three of the companies, the expected two-year change in EPS is \"N/A\" because estimated earnings for 2021 or 2023, or both, are negative.\nFastest expected sales increases\nStarting again with the 77 retailers that have market capitalizations of at least $1 billion and are covered by at least five analysts polled by FactSet, here are the 15 expected to increase their sales the most over the next two years:\n\n\n\n\n\n\n\n\nCompany\nExpected two-year sales increase\nEstimated revenue – 2021\nEstimated revenue – 2022\nEstimated revenue – 2023\n\n\nChargePoint Holdings Inc. Class ACHPT\n175%\n$200\n$328\n$550\n\n\nVroom Inc.VRM\n117%\n$3,060\n$4,514\n$6,652\n\n\nCarvana Co. Class ACVNA\n76%\n$11,775\n$15,468\n$20,680\n\n\nRealReal Inc.REAL\n65%\n$447\n$592\n$736\n\n\nRevolve Group, Inc Class ARVLV\n47%\n$818\n$1,004\n$1,206\n\n\nEtsy Inc.ETSY\n47%\n$2,280\n$2,747\n$3,351\n\n\nFloor & Decor Holdings Inc. Class AFND\n46%\n$3,339\n$4,007\n$4,874\n\n\nFive Below Inc.FIVE\n41%\n$2,717\n$3,264\n$3,841\n\n\nStitch Fix Inc. Class ASFIX\n41%\n$2,240\n$2,622\n$3,161\n\n\nLithia Motors Inc.LAD\n41%\n$21,902\n$26,515\n$30,801\n\n\nWayfair Inc. Class AW\n39%\n$14,393\n$17,228\n$20,049\n\n\nAmazon.com Inc.AMZN\n38%\n$476,170\n$563,466\n$657,295\n\n\nLululemon Athletica Inc.LULU\n37%\n$5,804\n$6,877\n$7,963\n\n\nSonic Automotive Inc. Class ASAH\n34%\n$12,390\n$14,196\n$16,569\n\n\nOllie’s Bargain Outlet Holdings Inc.OLLI\n26%\n$1,868\n$2,088\n$2,363\n\n\n\nSource: FacSet\nOnly five companies make both this list and that with the most implied upside potential for their stock price: ChargePoint Holdings Inc. (CHPT), Vroom, RealReal Inc. $(REAL)$, Lithia Motors Inc. $(LAD)$, Amazon and Sonic Automotive Inc. $(SAH)$.\nHere are EPS estimates for the list of best expected sales growers, using the same order as those with the fastest expected sales growth:\n\n\n\n\n\n\n\n\nCompany\nExpected two-year earnings increase\nEstimated EPS – 2021\nEstimated EPS – 2022\nEstimated EPS – 2023\n\n\nChargePoint Holdings Inc. Class ACHPT\nN/A\n-$1.23\n-$0.42\n-$0.23\n\n\nVroom Inc.VRM\nN/A\n-$2.50\n-$2.45\n-$2.24\n\n\nCarvana Co. Class ACVNA\nN/A\n-$1.12\n-$0.30\n$1.70\n\n\nRealReal Inc.REAL\nN/A\n-$2.05\n-$1.35\n-$1.00\n\n\nRevolve Group, Inc Class ARVLV\n46%\n$1.02\n$1.19\n$1.49\n\n\nEtsy Inc.ETSY\n62%\n$3.03\n$3.52\n$4.90\n\n\nFloor & Decor Holdings Inc. Class AFND\n45%\n$2.46\n$2.88\n$3.56\n\n\nFive Below Inc.FIVE\n45%\n$4.57\n$5.60\n$6.64\n\n\nStitch Fix Inc. Class ASFIX\nN/A\n-$0.42\n-$0.24\n$0.43\n\n\nLithia Motors Inc.LAD\n-2%\n$33.22\n$31.61\n$32.59\n\n\nWayfair Inc. Class AW\n113%\n$3.27\n$4.74\n$6.97\n\n\nAmazon.com Inc.AMZN\n74%\n$53.15\n$67.39\n$92.34\n\n\nLululemon Athletica Inc.LULU\n50%\n$6.73\n$8.33\n$10.08\n\n\nSonic Automotive Inc. Class ASAH\n7%\n$7.03\n$7.37\n$7.52\n\n\nOllie’s Bargain Outlet Holdings Inc.OLLI\n23%\n$2.93\n$3.24\n$3.61\n\n\n\nSource: FactSet\nHere’s a summary of analysts’ opinion about the list of best expected sales growers, also in the same order:\n\n\n\n\n\n\n\n\n\n\n\nCompany\nShare “buy” ratings\nClosing price – Aug. 20\nConsensus price target\nImplied 12-month upside potential\n\n\nChargePoint Holdings Inc. Class ACHPT\n88%\n$21.26\n$36.00\n69%\n\n\nVroom Inc.VRM\n67%\n$25.02\n$49.25\n97%\n\n\nCarvana Co. Class ACVNA\n58%\n$349.76\n$379.09\n8%\n\n\nRealReal Inc.REAL\n67%\n$12.35\n$24.31\n97%\n\n\nRevolve Group, Inc Class ARVLV\n71%\n$57.68\n$70.67\n23%\n\n\nEtsy Inc.ETSY\n76%\n$199.27\n$215.93\n8%\n\n\nFloor & Decor Holdings Inc. Class AFND\n87%\n$117.75\n$136.36\n16%\n\n\nFive Below Inc.FIVE\n67%\n$225.11\n$232.70\n3%\n\n\nStitch Fix Inc. Class ASFIX\n38%\n$39.71\n$62.13\n56%\n\n\nLithia Motors Inc.LAD\n64%\n$328.51\n$468.83\n43%\n\n\nWayfair Inc. Class AW\n50%\n$290.52\n$324.64\n12%\n\n\nAmazon.com Inc.AMZN\n98%\n$3,199.95\n$4,164.30\n30%\n\n\nLululemon Athletica Inc.LULU\n67%\n$397.83\n$401.63\n1%\n\n\nSonic Automotive Inc. Class ASAH\n56%\n$50.25\n$65.71\n31%\n\n\nOllie’s Bargain Outlet Holdings Inc.OLLI\n50%\n$82.70\n$98.00\n19%\n\n\n\nSource: FactSet\n\n\n\nIf you see any stocks of interest here, you should do your own research and form your own opinion about the companies’ long-term strategies before considering an investment.","news_type":1,"symbols_score_info":{"SAH":0.9,"AMZN":0.9,"M":0.9,"TGT":0.9,"TERN":0.9,"VRM":0.9,"LAD":0.9,"CVNA":0.9,"CHPT":0.9,"CRCT":0.9}},"isVote":1,"tweetType":1,"viewCount":3137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832182026,"gmtCreate":1629598477765,"gmtModify":1676530076084,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"If you always have to dig a hole to patch another hole, it is a matter of time that you will run of space. If Fed does not fix the wrong things and becomes politically involved to make changes, its deficit problem will never get resolved.","listText":"If you always have to dig a hole to patch another hole, it is a matter of time that you will run of space. If Fed does not fix the wrong things and becomes politically involved to make changes, its deficit problem will never get resolved.","text":"If you always have to dig a hole to patch another hole, it is a matter of time that you will run of space. If Fed does not fix the wrong things and becomes politically involved to make changes, its deficit problem will never get resolved.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832182026","repostId":"1102227761","repostType":4,"repost":{"id":"1102227761","kind":"news","pubTimestamp":1629471126,"share":"https://ttm.financial/m/news/1102227761?lang=en_US&edition=fundamental","pubTime":"2021-08-20 22:52","market":"us","language":"en","title":"Did The Fed's Monetary Policy Experiment Just Fail?","url":"https://stock-news.laohu8.com/highlight/detail?id=1102227761","media":"zerohedge","summary":"Did the Fed’s “monetary policy experiment” fail? The recent dislocation between consumer confidence ","content":"<p>Did the Fed’s “monetary policy experiment” fail? The recent dislocation between consumer confidence and the financial markets may indicate just that.</p>\n<blockquote>\n <i>“U.S. consumer sentiment dropped sharply in early August to its lowest level in a decade, in a worrying sign for the economy as Americans gave faltering outlooks on everything from personal finances to inflation and employment,” – Reuters</i>\n</blockquote>\n<p>However, to understand why I am asking the question, we have to revisit what<b><i>Ben Bernanke said in 2010</i></b>&nbsp;to support the idea of a second round of<i>&nbsp;“Quantitative Easing.”</i></p>\n<blockquote>\n <i><b>“This approach eased financial conditions in the past and, so far, looks to be effective again. Stock prices rose, and long-term interest rates fell when investors began to anticipate the most recent action.</b></i>\n <i>&nbsp;Easier financial conditions will promote economic growth. For example, lower mortgage rates will make housing more affordable and allow more homeowners to refinance. Lower corporate bond rates will encourage investment.&nbsp;</i>\n <i><b>And higher stock prices will boost consumer wealth and help increase confidence, which can also spur spending.”</b></i>\n</blockquote>\n<p>What he is referring to is known as&nbsp;<b><i>“Animal Spirits.”</i></b></p>\n<p>Animal spirits came from the Latin term “<i>spiritus animals,”</i>&nbsp;which means the&nbsp;<b><i>“breath that awakens the human mind.”</i></b>Its modern usage came about in John Maynard Keynes’ 1936 publication, “<i>The General Theory of Employment, Interest, and Money.”</i><b>Ultimately, “animal spirits was adopted by Wall Street to describe the psychological factors driving investor actions.</b></p>\n<p>Specifically, Ben Bernanke realized that investors would respond to that stimulus and increase asset prices by providing accommodation.</p>\n<p>In other words, as long as individuals&nbsp;<i>“believe”</i>&nbsp;the Fed is lifting asset prices higher, they take action buying stocks and driving asset prices higher.<b>&nbsp;Thus, investor actions deliver the desired outcome.</b></p>\n<p><b>It Was All Going According To Plan</b></p>\n<p>Since the Fed began its monetary interventions, the correlation between the asset prices and confidence remains high.</p>\n<p><img src=\"https://static.tigerbbs.com/210d14dd122881846ea4226effb170ea\" tg-width=\"821\" tg-height=\"453\" width=\"100%\" height=\"auto\">As noted, the entire premise of monetary policy was to spur consumer spending. Everything seemed to be according to plan.</p>\n<p><img src=\"https://static.tigerbbs.com/a31f98451c5ad7cde0311565779e07d4\" tg-width=\"806\" tg-height=\"519\" width=\"100%\" height=\"auto\"></p>\n<p>The problem was that while the Fed lifted asset prices, the economy didn’t strengthen as expected. As discussed recently:</p>\n<blockquote>\n <i>“However, while the Federal Reserve got the desired outcome of increasing asset prices,&nbsp;“quantitative easing”&nbsp;failed to&nbsp;“trickle down.”&nbsp;</i>\n <i><b>Despite the massive expansion of the Fed’s balance sheet and the surge in asset prices, there was relatively little translation into wages, full-time employment, or corporate profits after tax which ultimately triggered very little economic growth.</b></i>\n <i>“</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/923d35054ec8eb34d9d199db7ba16dff\" tg-width=\"1280\" tg-height=\"731\" width=\"100%\" height=\"auto\"><i><b>“Since 2007, the stock market returned nearly 200%, which is more than twice the growth in GDP and nearly 4-times the growth in corporate revenue.</b></i><i>(I use SALES growth as it happens at the top line of income statements and is not subject to as much manipulation.)”</i></p>\n<p><img src=\"https://static.tigerbbs.com/d910672559685cf118f6432ec179f623\" tg-width=\"816\" tg-height=\"460\" width=\"100%\" height=\"auto\">Again, it was all going according to plan, sort of.</p>\n<p>Until now.</p>\n<p>Did The Monetary Policy Experiment Just Fail?</p>\n<blockquote>\n <i><b>“Over the past half century, the Sentiment Index has only recorded larger losses in six other surveys, all connected to sudden negative changes in the economy,”</b></i>\n <i>&nbsp;Richard Curtin, chief economist for the University of Michigan’s Surveys of Consumers, said in a release.&nbsp;</i>\n <i><b>Two of those larger month-over-month movers were April 2020 amid the pandemic and October 2008, during the financial crisis.”</b></i>\n <i>&nbsp;– CNBC</i>\n</blockquote>\n<p>The decline was extremely sharp.</p>\n<blockquote>\n <i>“Not only was the release dramatically worse than the last update, but it was a huge miss relative to expectations.&nbsp;Today’s release came in 11 points below expectations.&nbsp;The only other month going back to 1999 that even comes close was a 9.9 point miss in February 2004.”</i>&nbsp;–&nbsp;\n <i>Bespoke Investment Group</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/48d9e9971844a0831e2d30ca9b39ccf1\" tg-width=\"643\" tg-height=\"446\" width=\"100%\" height=\"auto\"></p>\n<p>The mainstream analysis missed that the correlation between confidence and markets broke down in 2019. Notably, while the Fed is engaged in monetizing $120 billion in debt monthly, higher asset prices isn’t inflating confidence.</p>\n<p><img src=\"https://static.tigerbbs.com/0c81d4d0c3d54051c8dcbb6f97c1132c\" tg-width=\"817\" tg-height=\"449\" width=\"100%\" height=\"auto\"></p>\n<p>That breakdown of consumer confidence will likely show up in consumption in the coming quarter. Such is mainly due to stimulus and other financial supports fading.</p>\n<p><img src=\"https://static.tigerbbs.com/2b4f7d9af8367c18d35e786425f006f9\" tg-width=\"805\" tg-height=\"521\" width=\"100%\" height=\"auto\"></p>\n<p>A decent warning sign such may be the case was the weak retail sales report this past week. The large gap between retail sales and employment will likely get filled sooner than expected and not necessarily by higher employment.</p>\n<p><img src=\"https://static.tigerbbs.com/fa41872f9faf9a53e0b2b8c568860dc6\" tg-width=\"1009\" tg-height=\"557\" width=\"100%\" height=\"auto\">If the most giant&nbsp;<i>“monetary policy experiment”</i>&nbsp;just failed, the Fed has an enormous problem.</p>\n<p><b>The Problem For The Fed</b></p>\n<p>Over the next couple of weeks, all eyes are on the Fed. Lately, there has been an abundance of communication from Fed members discussing the need to&nbsp;<i>“taper”</i>&nbsp;its monetary interventions.</p>\n<p>As Morgan Stanley recently noted:</p>\n<blockquote>\n <i>“If the July FOMC minutes suggest that there was strong consensus and Chair Powell’s indication on tapering at Jackson Hole is therefore much firmer, we could see that as consistent with the FOMC gearing up to move on tapering sooner.”</i>\n</blockquote>\n<p>Such is something the markets are probably not ready for.</p>\n<p>So far, market participants have ignored weakening economic data, the collapse of Afghanistan, and rising risks of infections across the U.S.&nbsp;<b>As long as the Fed is engaged in providing liquidity, the&nbsp;</b><b><i>“risk of missing out”</i></b><b>&nbsp;outweighs being more conservative with allocations.</b></p>\n<p>However, the Fed remains trapped between two very tough policy choices.</p>\n<p><b>The system has elevated inflation levels, as indicated by the spread between the PPI and CPI inflation measures.</b>Currently, with PPI at the highest spread to CPI in history, it suggests producers can’t pass on costs to customers.&nbsp;<b>Such equates to weaker profit margins and earnings in the future.</b>However, if they elect to pass those costs onto consumers, such will raise living costs well above wages.</p>\n<p><img src=\"https://static.tigerbbs.com/dbb6d94a3f3346f37f7cfb8fe9fcbf80\" tg-width=\"966\" tg-height=\"514\" width=\"100%\" height=\"auto\">With unemployment levels dropping, and inflation rising, the Fed should be tapering monetary policy.</p>\n<p>However, the reduction in liquidity will trigger a decline in asset prices, hinder consumer confidence, and contract economic growth further.</p>\n<p>It’s a tough choice.</p>\n<p><b>Conclusion</b></p>\n<p>We agree with Morgan Stanley’s assessment on the likely path of “taper” when it comes.</p>\n<blockquote>\n <i>“</i>\n <i><b>The path of least resistance is to follow the path most traveled, that is, the playbook established in the last cycle when the Fed began to reduce its purchases of longer-term assets following the 2013 taper tantrum.</b></i>\n <i>&nbsp;That playbook included a long lead-time to signal the start, a promise that tapering would be gradual and flexible,</i>\n <i><b>&nbsp;and assurances to the market that tapering would have nothing to do with the timing of first rate hike.</b></i>\n <i>&nbsp;Indeed, the Fed did not first raise rates until six months following the end of tapering.”</i>\n</blockquote>\n<p>While such is undoubtedly the path of least resistance, it is unlikely the market will like it much. As discussed in<b>&nbsp;</b><b><i>“3-Signs Of The Next Bear Market:”</i></b></p>\n<blockquote>\n <i>“Therefore, it should also not be surprising that when the Fed starts&nbsp;‘tapering’&nbsp;their bond purchases, the market tends to witness increased volatility. The grey shaded bars in the chart below show when the balance sheet is either flat or contracting.”</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/3897c4cb768c4b4b960e6bc88b8444fe\" tg-width=\"962\" tg-height=\"563\" width=\"100%\" height=\"auto\">Notably, the time from the initial tapering of assets and a market correction is almost immediate.</p>\n<p>If&nbsp;<i>“monetary policy”</i>&nbsp;has lost effectiveness in supporting consumer confidence and “animal spirits,” the significant risk to investors could be a market decline the Fed cannot halt.</p>\n<p>Currently, investors are highly confident the Fed can support markets against any risk.</p>\n<p>But what if they can’t?</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>Did The Fed's Monetary Policy Experiment Just Fail?</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\">\nDid The Fed's Monetary Policy Experiment Just Fail?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 22:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/did-feds-monetary-policy-experiment-just-fail><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Did the Fed’s “monetary policy experiment” fail? The recent dislocation between consumer confidence and the financial markets may indicate just that.\n\n“U.S. consumer sentiment dropped sharply in early...</p>\n\n<a href=\"https://www.zerohedge.com/markets/did-feds-monetary-policy-experiment-just-fail\">Source 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",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/did-feds-monetary-policy-experiment-just-fail","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102227761","content_text":"Did the Fed’s “monetary policy experiment” fail? The recent dislocation between consumer confidence and the financial markets may indicate just that.\n\n“U.S. consumer sentiment dropped sharply in early August to its lowest level in a decade, in a worrying sign for the economy as Americans gave faltering outlooks on everything from personal finances to inflation and employment,” – Reuters\n\nHowever, to understand why I am asking the question, we have to revisit whatBen Bernanke said in 2010 to support the idea of a second round of “Quantitative Easing.”\n\n“This approach eased financial conditions in the past and, so far, looks to be effective again. Stock prices rose, and long-term interest rates fell when investors began to anticipate the most recent action.\n Easier financial conditions will promote economic growth. For example, lower mortgage rates will make housing more affordable and allow more homeowners to refinance. Lower corporate bond rates will encourage investment. \nAnd higher stock prices will boost consumer wealth and help increase confidence, which can also spur spending.”\n\nWhat he is referring to is known as “Animal Spirits.”\nAnimal spirits came from the Latin term “spiritus animals,” which means the “breath that awakens the human mind.”Its modern usage came about in John Maynard Keynes’ 1936 publication, “The General Theory of Employment, Interest, and Money.”Ultimately, “animal spirits was adopted by Wall Street to describe the psychological factors driving investor actions.\nSpecifically, Ben Bernanke realized that investors would respond to that stimulus and increase asset prices by providing accommodation.\nIn other words, as long as individuals “believe” the Fed is lifting asset prices higher, they take action buying stocks and driving asset prices higher. Thus, investor actions deliver the desired outcome.\nIt Was All Going According To Plan\nSince the Fed began its monetary interventions, the correlation between the asset prices and confidence remains high.\nAs noted, the entire premise of monetary policy was to spur consumer spending. Everything seemed to be according to plan.\n\nThe problem was that while the Fed lifted asset prices, the economy didn’t strengthen as expected. As discussed recently:\n\n“However, while the Federal Reserve got the desired outcome of increasing asset prices, “quantitative easing” failed to “trickle down.” \nDespite the massive expansion of the Fed’s balance sheet and the surge in asset prices, there was relatively little translation into wages, full-time employment, or corporate profits after tax which ultimately triggered very little economic growth.\n“\n\n“Since 2007, the stock market returned nearly 200%, which is more than twice the growth in GDP and nearly 4-times the growth in corporate revenue.(I use SALES growth as it happens at the top line of income statements and is not subject to as much manipulation.)”\nAgain, it was all going according to plan, sort of.\nUntil now.\nDid The Monetary Policy Experiment Just Fail?\n\n“Over the past half century, the Sentiment Index has only recorded larger losses in six other surveys, all connected to sudden negative changes in the economy,”\n Richard Curtin, chief economist for the University of Michigan’s Surveys of Consumers, said in a release. \nTwo of those larger month-over-month movers were April 2020 amid the pandemic and October 2008, during the financial crisis.”\n – CNBC\n\nThe decline was extremely sharp.\n\n“Not only was the release dramatically worse than the last update, but it was a huge miss relative to expectations. Today’s release came in 11 points below expectations. The only other month going back to 1999 that even comes close was a 9.9 point miss in February 2004.” – \n Bespoke Investment Group\n\n\nThe mainstream analysis missed that the correlation between confidence and markets broke down in 2019. Notably, while the Fed is engaged in monetizing $120 billion in debt monthly, higher asset prices isn’t inflating confidence.\n\nThat breakdown of consumer confidence will likely show up in consumption in the coming quarter. Such is mainly due to stimulus and other financial supports fading.\n\nA decent warning sign such may be the case was the weak retail sales report this past week. The large gap between retail sales and employment will likely get filled sooner than expected and not necessarily by higher employment.\nIf the most giant “monetary policy experiment” just failed, the Fed has an enormous problem.\nThe Problem For The Fed\nOver the next couple of weeks, all eyes are on the Fed. Lately, there has been an abundance of communication from Fed members discussing the need to “taper” its monetary interventions.\nAs Morgan Stanley recently noted:\n\n“If the July FOMC minutes suggest that there was strong consensus and Chair Powell’s indication on tapering at Jackson Hole is therefore much firmer, we could see that as consistent with the FOMC gearing up to move on tapering sooner.”\n\nSuch is something the markets are probably not ready for.\nSo far, market participants have ignored weakening economic data, the collapse of Afghanistan, and rising risks of infections across the U.S. As long as the Fed is engaged in providing liquidity, the “risk of missing out” outweighs being more conservative with allocations.\nHowever, the Fed remains trapped between two very tough policy choices.\nThe system has elevated inflation levels, as indicated by the spread between the PPI and CPI inflation measures.Currently, with PPI at the highest spread to CPI in history, it suggests producers can’t pass on costs to customers. Such equates to weaker profit margins and earnings in the future.However, if they elect to pass those costs onto consumers, such will raise living costs well above wages.\nWith unemployment levels dropping, and inflation rising, the Fed should be tapering monetary policy.\nHowever, the reduction in liquidity will trigger a decline in asset prices, hinder consumer confidence, and contract economic growth further.\nIt’s a tough choice.\nConclusion\nWe agree with Morgan Stanley’s assessment on the likely path of “taper” when it comes.\n\n“\nThe path of least resistance is to follow the path most traveled, that is, the playbook established in the last cycle when the Fed began to reduce its purchases of longer-term assets following the 2013 taper tantrum.\n That playbook included a long lead-time to signal the start, a promise that tapering would be gradual and flexible,\n and assurances to the market that tapering would have nothing to do with the timing of first rate hike.\n Indeed, the Fed did not first raise rates until six months following the end of tapering.”\n\nWhile such is undoubtedly the path of least resistance, it is unlikely the market will like it much. As discussed in “3-Signs Of The Next Bear Market:”\n\n“Therefore, it should also not be surprising that when the Fed starts ‘tapering’ their bond purchases, the market tends to witness increased volatility. The grey shaded bars in the chart below show when the balance sheet is either flat or contracting.”\n\nNotably, the time from the initial tapering of assets and a market correction is almost immediate.\nIf “monetary policy” has lost effectiveness in supporting consumer confidence and “animal spirits,” the significant risk to investors could be a market decline the Fed cannot halt.\nCurrently, investors are highly confident the Fed can support markets against any risk.\nBut what if they can’t?","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838618431,"gmtCreate":1629390613823,"gmtModify":1676530027437,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Booster shots to increase immunization. Stay safe everyone!","listText":"Booster shots to increase immunization. Stay safe everyone!","text":"Booster shots to increase immunization. Stay safe everyone!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/838618431","repostId":"1179587518","repostType":4,"repost":{"id":"1179587518","kind":"news","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":1629381512,"share":"https://ttm.financial/m/news/1179587518?lang=en_US&edition=fundamental","pubTime":"2021-08-19 21:58","market":"other","language":"en","title":"White House Holds Conference to Illustrate Why People Need to Get a Third Dose","url":"https://stock-news.laohu8.com/highlight/detail?id=1179587518","media":"Tiger Newspress","summary":"I have to acknowledge that the United States is the most courageous country, the first in the world ","content":"<p>I have to acknowledge that the United States is the most courageous country, the first in the world to admit that the effectiveness of vaccines will decline.</p>\n<p>It took less than a week from the initial trend of taking a third dose to the White House's press conference yesterday, suggesting that the current strong rebound of the epidemic in the United States has forced the officials to quickly advance the injection of a third dose. At present, the Food and Drug Administration (FDA) and Centers for Disease Control and Prevention (CDC) have not officially announced the shot of a third dose, but the various departments, under the leadership of Biden, will cooperate closely. There are reasons to believe that the official announcement on a third dose made by the FDA and CDC will come soon.</p>\n<p>Holding the conference on the vaccination of a third dose in the United States is a double-edged sword. People who are willing to be vaccinated will be better protected, but those who are unwilling to be vaccinated will be more reluctant to do so. The current shortcomings of group vaccination in the United States still lie in the unwillingness of conservatives to vaccinate. The conservatives suspect that the government is conspiring to implant the chip into the human body. The more things the government encourages, the more people must oppose it. This phenomenon is particularly noticeable in the United States. But there are countless pieces of empirical evidence showing that even if people have received two doses, they still have a high risk of contracting the disease when exposing to the unvaccinated. For the safety of the people who are willing to get the vaccination, a third dose must be introduced now.</p>\n<p>Four politicians and experts, one of whom was Fauci, were invited to the conference. Although Fauci owns Biden's strong support, the Biden government will deliberately downplay his personal style. Regarding Fauci, there are many controversies. The core reason is that some of Fauci's remarks are inconsistent—for example, his attitude about wearing masks. However, the problem is not with Fauci, but with human beings.</p>\n<p>Human beings have always advocated a certain spirit for thousands of years. From the previous \"god\" to the current \"science,\" the spirit has always been based on something abstract. But the essence of \"science\" lies in its daring to admit its mistakes and then correct them. Newton's three laws corrected the geocentric theory and heliocentric theory, while Einstein's theory of relativity corrected Newton's three laws. As the spokesperson of \"science,\" it is impossible for Fauci to avoid making mistakes. Any scientist in the world will make mistakes, especially that we knew nothing about COVID-19 when it broke out. But Fauci can correct his mistakes, proving that he is a qualified scientist. Unfortunately, mankind always expects an omnipotent person to lead the world.</p>\n<p>Let's go back to the conference itself – a third dose of vaccination. My reviews made on August 9 have been attached to the document of the conference held yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/5e979faf16460fd4e5ec86dd322b685d\" tg-width=\"1222\" tg-height=\"495\" width=\"100%\" height=\"auto\"></p>\n<p>In addition, the document also summarizes different studies on the decline of vaccine effectiveness. From the point of view of infection, the protective effect of the mRNA vaccine attenuates significantly after 3 to 6 months (Figure&nbsp;1); from the point of view of hospitalized serious illness, the effectiveness of mRNA vaccine is not bad after 3-6 months (Figure&nbsp;2).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fc3282dd52e287ddb48be0989bc0085\" tg-width=\"283\" tg-height=\"137\" width=\"100%\" height=\"auto\"><span>Figure 1</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2053e9ea4f27c6c68cce44d11f8a5ba3\" tg-width=\"292\" tg-height=\"140\" width=\"100%\" height=\"auto\"><span>Figure 2</span></p>\n<p>Regarding the Delta variants, the document cited relatively few studies, but confirmed two points: (1) The effectiveness of the vaccine against the Delta variants has dropped significantly, with a study showing a decrease from 92% to 64%; (2) Higher levels of antibody may be more effective for Delta variants.</p>\n<p>To sum up, why do we have to get a third dose of the COVID-19 vaccine? Primarily, the antibody levels will naturally decrease. Then, the vaccine does not work well for the Delta variants.</p>\n<p><b>Through this conference, we also need to recognize the following points:</b></p>\n<p>1. Regardless of the technology of the vaccine itself, the antibody levels in the human body will always naturally decline. This may be a defect in human genes. Not only the coronavirus antibody, but the flu antibody levels will naturally decrease in our body. No one flu vaccine can be used once and for all, though it has been developed for so long. The same situation can happen to coronavirus vaccines, too.</p>\n<p>2. The current vaccine is not developed for the Delta variants, so its effectiveness attenuates. Pharmaceutical companies are likely to open a vaccine specifically targeted at the Delta variants, which can be combined with the original vaccine ingredients to become a \"two-valent coronavirus vaccine,\" but it will take time.</p>\n<p>3. No vaccine can be taken once and for all, so a good vaccine is the one with a higher antibody level. Both mRNA and inactivated vaccines have the issue of antibody effectiveness attenuation, which means that there will also be a third and fourth injection. However, the key for human beings to coexist with the virus lies in how to develop a vaccine with a longer duration of injection.</p>\n<p><b>In a word, two doses within a year will be the norm.</b></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>White House Holds Conference to Illustrate Why People Need to Get a Third Dose</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\">\nWhite House Holds Conference to Illustrate Why People Need to Get a Third Dose\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\">2021-08-19 21:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>I have to acknowledge that the United States is the most courageous country, the first in the world to admit that the effectiveness of vaccines will decline.</p>\n<p>It took less than a week from the initial trend of taking a third dose to the White House's press conference yesterday, suggesting that the current strong rebound of the epidemic in the United States has forced the officials to quickly advance the injection of a third dose. At present, the Food and Drug Administration (FDA) and Centers for Disease Control and Prevention (CDC) have not officially announced the shot of a third dose, but the various departments, under the leadership of Biden, will cooperate closely. There are reasons to believe that the official announcement on a third dose made by the FDA and CDC will come soon.</p>\n<p>Holding the conference on the vaccination of a third dose in the United States is a double-edged sword. People who are willing to be vaccinated will be better protected, but those who are unwilling to be vaccinated will be more reluctant to do so. The current shortcomings of group vaccination in the United States still lie in the unwillingness of conservatives to vaccinate. The conservatives suspect that the government is conspiring to implant the chip into the human body. The more things the government encourages, the more people must oppose it. This phenomenon is particularly noticeable in the United States. But there are countless pieces of empirical evidence showing that even if people have received two doses, they still have a high risk of contracting the disease when exposing to the unvaccinated. For the safety of the people who are willing to get the vaccination, a third dose must be introduced now.</p>\n<p>Four politicians and experts, one of whom was Fauci, were invited to the conference. Although Fauci owns Biden's strong support, the Biden government will deliberately downplay his personal style. Regarding Fauci, there are many controversies. The core reason is that some of Fauci's remarks are inconsistent—for example, his attitude about wearing masks. However, the problem is not with Fauci, but with human beings.</p>\n<p>Human beings have always advocated a certain spirit for thousands of years. From the previous \"god\" to the current \"science,\" the spirit has always been based on something abstract. But the essence of \"science\" lies in its daring to admit its mistakes and then correct them. Newton's three laws corrected the geocentric theory and heliocentric theory, while Einstein's theory of relativity corrected Newton's three laws. As the spokesperson of \"science,\" it is impossible for Fauci to avoid making mistakes. Any scientist in the world will make mistakes, especially that we knew nothing about COVID-19 when it broke out. But Fauci can correct his mistakes, proving that he is a qualified scientist. Unfortunately, mankind always expects an omnipotent person to lead the world.</p>\n<p>Let's go back to the conference itself – a third dose of vaccination. My reviews made on August 9 have been attached to the document of the conference held yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/5e979faf16460fd4e5ec86dd322b685d\" tg-width=\"1222\" tg-height=\"495\" width=\"100%\" height=\"auto\"></p>\n<p>In addition, the document also summarizes different studies on the decline of vaccine effectiveness. From the point of view of infection, the protective effect of the mRNA vaccine attenuates significantly after 3 to 6 months (Figure&nbsp;1); from the point of view of hospitalized serious illness, the effectiveness of mRNA vaccine is not bad after 3-6 months (Figure&nbsp;2).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fc3282dd52e287ddb48be0989bc0085\" tg-width=\"283\" tg-height=\"137\" width=\"100%\" height=\"auto\"><span>Figure 1</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2053e9ea4f27c6c68cce44d11f8a5ba3\" tg-width=\"292\" tg-height=\"140\" width=\"100%\" height=\"auto\"><span>Figure 2</span></p>\n<p>Regarding the Delta variants, the document cited relatively few studies, but confirmed two points: (1) The effectiveness of the vaccine against the Delta variants has dropped significantly, with a study showing a decrease from 92% to 64%; (2) Higher levels of antibody may be more effective for Delta variants.</p>\n<p>To sum up, why do we have to get a third dose of the COVID-19 vaccine? Primarily, the antibody levels will naturally decrease. Then, the vaccine does not work well for the Delta variants.</p>\n<p><b>Through this conference, we also need to recognize the following points:</b></p>\n<p>1. Regardless of the technology of the vaccine itself, the antibody levels in the human body will always naturally decline. This may be a defect in human genes. Not only the coronavirus antibody, but the flu antibody levels will naturally decrease in our body. No one flu vaccine can be used once and for all, though it has been developed for so long. The same situation can happen to coronavirus vaccines, too.</p>\n<p>2. The current vaccine is not developed for the Delta variants, so its effectiveness attenuates. Pharmaceutical companies are likely to open a vaccine specifically targeted at the Delta variants, which can be combined with the original vaccine ingredients to become a \"two-valent coronavirus vaccine,\" but it will take time.</p>\n<p>3. No vaccine can be taken once and for all, so a good vaccine is the one with a higher antibody level. Both mRNA and inactivated vaccines have the issue of antibody effectiveness attenuation, which means that there will also be a third and fourth injection. However, the key for human beings to coexist with the virus lies in how to develop a vaccine with a longer duration of injection.</p>\n<p><b>In a word, two doses within a year will be the norm.</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179587518","content_text":"I have to acknowledge that the United States is the most courageous country, the first in the world to admit that the effectiveness of vaccines will decline.\nIt took less than a week from the initial trend of taking a third dose to the White House's press conference yesterday, suggesting that the current strong rebound of the epidemic in the United States has forced the officials to quickly advance the injection of a third dose. At present, the Food and Drug Administration (FDA) and Centers for Disease Control and Prevention (CDC) have not officially announced the shot of a third dose, but the various departments, under the leadership of Biden, will cooperate closely. There are reasons to believe that the official announcement on a third dose made by the FDA and CDC will come soon.\nHolding the conference on the vaccination of a third dose in the United States is a double-edged sword. People who are willing to be vaccinated will be better protected, but those who are unwilling to be vaccinated will be more reluctant to do so. The current shortcomings of group vaccination in the United States still lie in the unwillingness of conservatives to vaccinate. The conservatives suspect that the government is conspiring to implant the chip into the human body. The more things the government encourages, the more people must oppose it. This phenomenon is particularly noticeable in the United States. But there are countless pieces of empirical evidence showing that even if people have received two doses, they still have a high risk of contracting the disease when exposing to the unvaccinated. For the safety of the people who are willing to get the vaccination, a third dose must be introduced now.\nFour politicians and experts, one of whom was Fauci, were invited to the conference. Although Fauci owns Biden's strong support, the Biden government will deliberately downplay his personal style. Regarding Fauci, there are many controversies. The core reason is that some of Fauci's remarks are inconsistent—for example, his attitude about wearing masks. However, the problem is not with Fauci, but with human beings.\nHuman beings have always advocated a certain spirit for thousands of years. From the previous \"god\" to the current \"science,\" the spirit has always been based on something abstract. But the essence of \"science\" lies in its daring to admit its mistakes and then correct them. Newton's three laws corrected the geocentric theory and heliocentric theory, while Einstein's theory of relativity corrected Newton's three laws. As the spokesperson of \"science,\" it is impossible for Fauci to avoid making mistakes. Any scientist in the world will make mistakes, especially that we knew nothing about COVID-19 when it broke out. But Fauci can correct his mistakes, proving that he is a qualified scientist. Unfortunately, mankind always expects an omnipotent person to lead the world.\nLet's go back to the conference itself – a third dose of vaccination. My reviews made on August 9 have been attached to the document of the conference held yesterday.\n\nIn addition, the document also summarizes different studies on the decline of vaccine effectiveness. From the point of view of infection, the protective effect of the mRNA vaccine attenuates significantly after 3 to 6 months (Figure 1); from the point of view of hospitalized serious illness, the effectiveness of mRNA vaccine is not bad after 3-6 months (Figure 2).\nFigure 1\nFigure 2\nRegarding the Delta variants, the document cited relatively few studies, but confirmed two points: (1) The effectiveness of the vaccine against the Delta variants has dropped significantly, with a study showing a decrease from 92% to 64%; (2) Higher levels of antibody may be more effective for Delta variants.\nTo sum up, why do we have to get a third dose of the COVID-19 vaccine? Primarily, the antibody levels will naturally decrease. Then, the vaccine does not work well for the Delta variants.\nThrough this conference, we also need to recognize the following points:\n1. Regardless of the technology of the vaccine itself, the antibody levels in the human body will always naturally decline. This may be a defect in human genes. Not only the coronavirus antibody, but the flu antibody levels will naturally decrease in our body. No one flu vaccine can be used once and for all, though it has been developed for so long. The same situation can happen to coronavirus vaccines, too.\n2. The current vaccine is not developed for the Delta variants, so its effectiveness attenuates. Pharmaceutical companies are likely to open a vaccine specifically targeted at the Delta variants, which can be combined with the original vaccine ingredients to become a \"two-valent coronavirus vaccine,\" but it will take time.\n3. No vaccine can be taken once and for all, so a good vaccine is the one with a higher antibody level. Both mRNA and inactivated vaccines have the issue of antibody effectiveness attenuation, which means that there will also be a third and fourth injection. However, the key for human beings to coexist with the virus lies in how to develop a vaccine with a longer duration of injection.\nIn a word, two doses within a year will be the norm.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830050152,"gmtCreate":1628995113676,"gmtModify":1676529906184,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Stay safe by getting vaccinated &amp; wearing your masks. Reduce infections &amp; fatalities to return todaily norm.","listText":"Stay safe by getting vaccinated &amp; wearing your masks. Reduce infections &amp; fatalities to return todaily norm.","text":"Stay safe by getting vaccinated & wearing your masks. Reduce infections & fatalities to return todaily norm.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830050152","repostId":"1141206470","repostType":4,"repost":{"id":"1141206470","kind":"news","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":1628861824,"share":"https://ttm.financial/m/news/1141206470?lang=en_US&edition=fundamental","pubTime":"2021-08-13 21:37","market":"us","language":"en","title":"BioNTech, Moderna Rise On Nod To Booster For Those With Weak Immunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1141206470","media":"Tiger Newspress","summary":"BioNTech and Moderna stocks were up in early trading following the FDA authorizing Covid-19 booster ","content":"<p>BioNTech&nbsp;and Moderna&nbsp;stocks were up in&nbsp;early&nbsp;trading following the FDA authorizing Covid-19 booster shots for people with weak immunity.</p>\n<p>BioNTech was up 3% and Moderna gained 3%, while Pfizer&nbsp;, which has jointly developed the two-dose mRNA vaccine with BioNTech, was up 2%.</p>\n<p><img src=\"https://static.tigerbbs.com/18d1d9877f2ba36a61eaf23f41b8914f\" tg-width=\"898\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p>\n<p>Late on Thursday, the U.S. Food and Drug Administration&nbsp;authorized a booster doseof vaccines from Pfizer Inc(PFE.N)and Moderna Inc(MRNA.O)for people with compromised immune systems.</p>\n<p>Pfizer, along with its German partner BioNTech , and Moderna have together locked up over $60 billion in sales of the shots just in 2021 and 2022. The agreements include supply of the initial two doses of their vaccines as well as billions of dollars in potential boosters for wealthy nations.</p>\n<p>Going forward, analysts have forecast revenue of over $6.6 billion for the Pfizer/BioNTech shot and $7.6 billion for Moderna in 2023, mostly from booster sales. They eventually see the annual market settling at around $5 billion or higher, with additional drugmakers competing for those sales.</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>BioNTech, Moderna Rise On Nod To Booster For Those With Weak Immunity</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\">\nBioNTech, Moderna Rise On Nod To Booster For Those With Weak Immunity\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\">2021-08-13 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BioNTech&nbsp;and Moderna&nbsp;stocks were up in&nbsp;early&nbsp;trading following the FDA authorizing Covid-19 booster shots for people with weak immunity.</p>\n<p>BioNTech was up 3% and Moderna gained 3%, while Pfizer&nbsp;, which has jointly developed the two-dose mRNA vaccine with BioNTech, was up 2%.</p>\n<p><img src=\"https://static.tigerbbs.com/18d1d9877f2ba36a61eaf23f41b8914f\" tg-width=\"898\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p>\n<p>Late on Thursday, the U.S. Food and Drug Administration&nbsp;authorized a booster doseof vaccines from Pfizer Inc(PFE.N)and Moderna Inc(MRNA.O)for people with compromised immune systems.</p>\n<p>Pfizer, along with its German partner BioNTech , and Moderna have together locked up over $60 billion in sales of the shots just in 2021 and 2022. The agreements include supply of the initial two doses of their vaccines as well as billions of dollars in potential boosters for wealthy nations.</p>\n<p>Going forward, analysts have forecast revenue of over $6.6 billion for the Pfizer/BioNTech shot and $7.6 billion for Moderna in 2023, mostly from booster sales. They eventually see the annual market settling at around $5 billion or higher, with additional drugmakers competing for those sales.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","BNTX":"BioNTech SE","MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141206470","content_text":"BioNTech and Moderna stocks were up in early trading following the FDA authorizing Covid-19 booster shots for people with weak immunity.\nBioNTech was up 3% and Moderna gained 3%, while Pfizer , which has jointly developed the two-dose mRNA vaccine with BioNTech, was up 2%.\n\nLate on Thursday, the U.S. Food and Drug Administration authorized a booster doseof vaccines from Pfizer Inc(PFE.N)and Moderna Inc(MRNA.O)for people with compromised immune systems.\nPfizer, along with its German partner BioNTech , and Moderna have together locked up over $60 billion in sales of the shots just in 2021 and 2022. The agreements include supply of the initial two doses of their vaccines as well as billions of dollars in potential boosters for wealthy nations.\nGoing forward, analysts have forecast revenue of over $6.6 billion for the Pfizer/BioNTech shot and $7.6 billion for Moderna in 2023, mostly from booster sales. They eventually see the annual market settling at around $5 billion or higher, with additional drugmakers competing for those sales.","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9,"BNTX":0.9}},"isVote":1,"tweetType":1,"viewCount":3289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894917435,"gmtCreate":1628782198127,"gmtModify":1676529854883,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Nio is slowly but surely a up &amp; coming company!","listText":"Nio is slowly but surely a up &amp; coming company!","text":"Nio is slowly but surely a up & coming company!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894917435","repostId":"1158059019","repostType":4,"repost":{"id":"1158059019","kind":"news","pubTimestamp":1628723143,"share":"https://ttm.financial/m/news/1158059019?lang=en_US&edition=fundamental","pubTime":"2021-08-12 07:05","market":"hk","language":"en","title":"Nio released earnings Wednesday. Here’s how to value its stock compared to Tesla, Ford and other rivals","url":"https://stock-news.laohu8.com/highlight/detail?id=1158059019","media":"Market Wacth","summary":"Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle mak","content":"<p>Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker’s prospects.</p>\n<p>Chinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than <a href=\"https://laohu8.com/S/F\">Ford</a> Motor Co., which was founded in 1903.</p>\n<p>That might make sense to you as an investor — after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford’s have almost doubled after cratering in the previous decade.</p>\n<p>So where does NioNIO,-0.57%,which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.</p>\n<p>Doubling car production</p>\n<p>For the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.</p>\n<p>Here’s a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:<img src=\"https://static.tigerbbs.com/aab892102ecbb4cc4eda647df8269bb9\" tg-width=\"791\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Click on the tickers for more about each company.</p>\n<p>You can see that those valuations are about the future, when innovators in the EV space — Tesla Inc.TSLA,-0.31%and Nio, on this list — may (or may not) become as large as legacy players.</p>\n<p>For now, FordF,+0.80%churns out mostly internal combustion engine (ICE) vehicles at nearly 35 times the rate that Nio makes EVs.</p>\n<p>One thing to be aware of is that the legacy auto makers don’t all report their unit sales the same way. Most don’t break out electric vehicle sales.</p>\n<p>Among those that do, definitions vary. For example, Toyota Motor Corp.TM,+0.82%7203,+0.98%reported that “electrified vehicle” sales made up 26.6% of total auto sales during the second quarter. But that category includes:</p>\n<ul>\n <li>HEV – hybrid EVs that are not plug-ins.</li>\n <li>PHEV – plug-in electric vehicles.</li>\n <li>BEV – battery electric vehicles.</li>\n <li>FCEV – fuel-cell electric vehicles.</li>\n</ul>\n<p>For Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota’s PHEV sales made up 1.4% of the total.</p>\n<p>Volkswagen AGVWAGY,+1.52%VOW,+0.60%reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.</p>\n<p>For Bayerische Motoren Werke AktiengesellschaftBMWYY,+0.56%BMW,+0.54%,better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn’t yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.</p>\n<p>Valuation to earnings estimates</p>\n<p>For companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> Inc.AMZN,-0.86%,which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.</p>\n<p>A high P/E ratio can reflect investors’ enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.</p>\n<p>Then again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.</p>\n<p>Normally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn’t available for all the companies listed here, so we’re using consensus estimates for net income for calendar 2022.</p>\n<p><a href=\"https://laohu8.com/S/FBNC\">First</a>, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:<img src=\"https://static.tigerbbs.com/40736da9fceac6db6166c509e26745b4\" tg-width=\"786\" tg-height=\"541\" referrerpolicy=\"no-referrer\">Nio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&amp;P 500 IndexSPX,+0.25%trades for a weighted 20.5 times consensus 2022 EPS estimates.</p>\n<p>Valuation to sales</p>\n<p><a href=\"https://laohu8.com/S/FORD\">Forward</a> price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: <a href=\"https://laohu8.com/S/ISBC\">Investors</a> love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla’s stock has risen 150%.</p>\n<p>Here’s a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:<img src=\"https://static.tigerbbs.com/c8a9291d237f12d658a1f5194ee8b9ef\" tg-width=\"783\" tg-height=\"446\" referrerpolicy=\"no-referrer\">For reference, the S&amp;P 500 trades for 2.7 times its consensus 2022 sales estimate.</p>\n<p>Analysts’ opinions</p>\n<p>Here’s a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local currencies:<img src=\"https://static.tigerbbs.com/f738c7bce6230dbfd6e1f87a8fc98186\" tg-width=\"785\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1604288433698","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>Nio released earnings Wednesday. Here’s how to value its stock compared to Tesla, Ford and other rivals</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\">\nNio released earnings Wednesday. Here’s how to value its stock compared to Tesla, Ford and other rivals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 07:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=home-page><strong>Market Wacth</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker’s prospects.\nChinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a ...</p>\n\n<a href=\"https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158059019","content_text":"Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker’s prospects.\nChinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than Ford Motor Co., which was founded in 1903.\nThat might make sense to you as an investor — after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford’s have almost doubled after cratering in the previous decade.\nSo where does NioNIO,-0.57%,which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.\nDoubling car production\nFor the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.\nHere’s a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:Click on the tickers for more about each company.\nYou can see that those valuations are about the future, when innovators in the EV space — Tesla Inc.TSLA,-0.31%and Nio, on this list — may (or may not) become as large as legacy players.\nFor now, FordF,+0.80%churns out mostly internal combustion engine (ICE) vehicles at nearly 35 times the rate that Nio makes EVs.\nOne thing to be aware of is that the legacy auto makers don’t all report their unit sales the same way. Most don’t break out electric vehicle sales.\nAmong those that do, definitions vary. For example, Toyota Motor Corp.TM,+0.82%7203,+0.98%reported that “electrified vehicle” sales made up 26.6% of total auto sales during the second quarter. But that category includes:\n\nHEV – hybrid EVs that are not plug-ins.\nPHEV – plug-in electric vehicles.\nBEV – battery electric vehicles.\nFCEV – fuel-cell electric vehicles.\n\nFor Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota’s PHEV sales made up 1.4% of the total.\nVolkswagen AGVWAGY,+1.52%VOW,+0.60%reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.\nFor Bayerische Motoren Werke AktiengesellschaftBMWYY,+0.56%BMW,+0.54%,better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn’t yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.\nValuation to earnings estimates\nFor companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been Amazon.com Inc.AMZN,-0.86%,which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.\nA high P/E ratio can reflect investors’ enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.\nThen again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.\nNormally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn’t available for all the companies listed here, so we’re using consensus estimates for net income for calendar 2022.\nFirst, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:Nio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&P 500 IndexSPX,+0.25%trades for a weighted 20.5 times consensus 2022 EPS estimates.\nValuation to sales\nForward price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: Investors love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla’s stock has risen 150%.\nHere’s a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:For reference, the S&P 500 trades for 2.7 times its consensus 2022 sales estimate.\nAnalysts’ opinions\nHere’s a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local currencies:","news_type":1,"symbols_score_info":{"NIO":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":2661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896793270,"gmtCreate":1628604207490,"gmtModify":1676529794445,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Nio is going to be the no. 1 China EV company!","listText":"Nio is going to be the no. 1 China EV company!","text":"Nio is going to be the no. 1 China EV company!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/896793270","repostId":"2158479992","repostType":4,"isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898267967,"gmtCreate":1628502213459,"gmtModify":1703507166773,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Promote FAANG?","listText":"Promote FAANG?","text":"Promote FAANG?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/898267967","repostId":"2157492988","repostType":4,"isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893646300,"gmtCreate":1628261232300,"gmtModify":1703504227875,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Plan for long-term and avoid profiteering at short-term. Investing and gambling is a thin line make makes or breaks you:","listText":"Plan for long-term and avoid profiteering at short-term. Investing and gambling is a thin line make makes or breaks you:","text":"Plan for long-term and avoid profiteering at short-term. Investing and gambling is a thin line make makes or breaks you:","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893646300","repostId":"1124487485","repostType":4,"repost":{"id":"1124487485","kind":"news","pubTimestamp":1628258241,"share":"https://ttm.financial/m/news/1124487485?lang=en_US&edition=fundamental","pubTime":"2021-08-06 21:57","market":"us","language":"en","title":"Here’s another sign the bull market is near a peak, and this one bears watching","url":"https://stock-news.laohu8.com/highlight/detail?id=1124487485","media":"MarketWatch","summary":"S&P 500 sectors’ relative strength rankings are flashing red.\n\nThe U.S. stock market is nearing a to","content":"<blockquote>\n <b>S&amp;P 500 sectors’ relative strength rankings are flashing red.</b>\n</blockquote>\n<p>The U.S. stock market is nearing a top, according to a leading indicator that is based on the trailing three-month returns of the S&amp;P 500 SPX, +0.08% sectors.</p>\n<p>Over the three months prior to past bull-market tops, a fairly predictable pattern emerged of which sectors performed best and which fared worst. Currently, a ranking of the sectors’ recent relative strength lines up fairly close with that pattern.</p>\n<p>This is a big change since mid-May when, as I reported, this leading indicator was not detecting any signs of imminent trouble. The sectors with the best trailing three-month returns at that time were not those that typically lead the market prior to tops, and the sectors with the worst trailing three-month returns were not those that typically lag.</p>\n<p>Now, in contrast, there is a distinct correlation between the sectors’ relative strength ranking and the typical pattern that appeared in past tops.</p>\n<p>According to research conducted by Ned Davis Research, Utilities, Energy and Financials are the S&amp;P 500 sectors that have performed the worst, on average, in the final three months of all bull markets since 1970. As is clear in the chart below, these three sectors now are at or near the bottom in a ranking of trailing three-month returns.</p>\n<p><img src=\"https://static.tigerbbs.com/8465aa12910238871b10168546466b1f\" tg-width=\"2100\" tg-height=\"1272\" width=\"100%\" height=\"auto\"></p>\n<p>In contrast, according to Ned Davis Research, Consumer Staples, Health Care and Consumer Discretionary are the sectors that have performed the best, on average, over the three months prior to past bull market tops. As the chart shows, these three have performed relatively well over the past three months.</p>\n<p>To quantify how much the sector relative strength rankings have shifted in a bearish direction, consider the correlation coefficients that I calculated. This statistic ranges from a high of 1.0 (which would mean that there is a perfect one-to-one correspondence between a ranking of the sectors’ recent returns and the historical pattern) to minus 1.0 (which would mean a perfectly inverse correlation). A coefficient of zero would mean that there is no detectable relationship.</p>\n<p>In mid-May, this coefficient stood at a significantly negative minus 0.66. Today, in contrast, it is a positive 0.67. This latest reading is one of the higher coefficients I’ve seen from my periodic monitoring of this indicator.</p>\n<p>Needless to say, neither this (nor any indicator, for that matter) is guaranteed to work. One time that it was accurate was in April 2015, when my column on this indicator ran under the headline “leading indicators signal a market top.” A bear market began one month later, according to the bear-market calendar maintained by Ned Davis Research. The correlation coefficient between the relative strength ranking that then prevailed and the historical pattern stood at 0.43; the current reading is higher and so even more bearish.</p>\n<p></p>","source":"lsy1603348471595","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>Here’s another sign the bull market is near a peak, and this one bears watching</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\">\nHere’s another sign the bull market is near a peak, and this one bears watching\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 21:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-another-sign-the-bull-market-is-near-a-peak-and-this-one-bears-watching-11628233932?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P 500 sectors’ relative strength rankings are flashing red.\n\nThe U.S. stock market is nearing a top, according to a leading indicator that is based on the trailing three-month returns of the S&P 500...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-another-sign-the-bull-market-is-near-a-peak-and-this-one-bears-watching-11628233932?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/heres-another-sign-the-bull-market-is-near-a-peak-and-this-one-bears-watching-11628233932?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124487485","content_text":"S&P 500 sectors’ relative strength rankings are flashing red.\n\nThe U.S. stock market is nearing a top, according to a leading indicator that is based on the trailing three-month returns of the S&P 500 SPX, +0.08% sectors.\nOver the three months prior to past bull-market tops, a fairly predictable pattern emerged of which sectors performed best and which fared worst. Currently, a ranking of the sectors’ recent relative strength lines up fairly close with that pattern.\nThis is a big change since mid-May when, as I reported, this leading indicator was not detecting any signs of imminent trouble. The sectors with the best trailing three-month returns at that time were not those that typically lead the market prior to tops, and the sectors with the worst trailing three-month returns were not those that typically lag.\nNow, in contrast, there is a distinct correlation between the sectors’ relative strength ranking and the typical pattern that appeared in past tops.\nAccording to research conducted by Ned Davis Research, Utilities, Energy and Financials are the S&P 500 sectors that have performed the worst, on average, in the final three months of all bull markets since 1970. As is clear in the chart below, these three sectors now are at or near the bottom in a ranking of trailing three-month returns.\n\nIn contrast, according to Ned Davis Research, Consumer Staples, Health Care and Consumer Discretionary are the sectors that have performed the best, on average, over the three months prior to past bull market tops. As the chart shows, these three have performed relatively well over the past three months.\nTo quantify how much the sector relative strength rankings have shifted in a bearish direction, consider the correlation coefficients that I calculated. This statistic ranges from a high of 1.0 (which would mean that there is a perfect one-to-one correspondence between a ranking of the sectors’ recent returns and the historical pattern) to minus 1.0 (which would mean a perfectly inverse correlation). A coefficient of zero would mean that there is no detectable relationship.\nIn mid-May, this coefficient stood at a significantly negative minus 0.66. Today, in contrast, it is a positive 0.67. This latest reading is one of the higher coefficients I’ve seen from my periodic monitoring of this indicator.\nNeedless to say, neither this (nor any indicator, for that matter) is guaranteed to work. One time that it was accurate was in April 2015, when my column on this indicator ran under the headline “leading indicators signal a market top.” A bear market began one month later, according to the bear-market calendar maintained by Ned Davis Research. The correlation coefficient between the relative strength ranking that then prevailed and the historical pattern stood at 0.43; the current reading is higher and so even more bearish.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802807569,"gmtCreate":1627744802151,"gmtModify":1703495417916,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Good plan that lets you sleep easy","listText":"Good plan that lets you sleep easy","text":"Good plan that lets you sleep easy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802807569","repostId":"1127411624","repostType":4,"repost":{"id":"1127411624","kind":"news","pubTimestamp":1627715622,"share":"https://ttm.financial/m/news/1127411624?lang=en_US&edition=fundamental","pubTime":"2021-07-31 15:13","market":"us","language":"en","title":"Here’s your to-do list before the stock market’s next dive","url":"https://stock-news.laohu8.com/highlight/detail?id=1127411624","media":"MarketWatch","summary":"After hibernating for months, the stock-market bears came out of their caves on July 19. That day, t","content":"<p>After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at least for a day.</p>\n<p>As usual, everyone wanted to know why the market fell, and the analysts had prepared answers, from COVID-19’s Delta variant to the Consumer Price Index to overbought technical indicators.</p>\n<p>The truth is that nobody knows. People have multiple reasons for selling, so it’s ridiculous to blame one event. That said, a big contributor to the decline was automatic, computer-generated selling. Once large market participants, especially algos, started selling, there was a mad rush out of the door. No one wanted to be the last one out, so retail traders and institutions sold in a panic, which got more intense as the day went on.</p>\n<p>Technical indicators contributed as well: The weekly relative strength indicator (RSI) has been remarkably accurate in warning of a market reversal. Once RSI goes over 70 and stays there, buyers beware.&nbsp; After the July 26 market close, the RSI of the S&amp;P 500SPX,-0.54%stood at 71.36 on the weekly chart — an extremely overbought reading. Does this mean that the index is going to plunge tomorrow? No one knows. But RSI is giving a clue that the U.S. market is in the danger zone.</p>\n<p><b>The bad news bears can’t catch a break</b></p>\n<p>Before the bears could say, “I told you so,” the next day, July 20, the 700-plus point Dow selloff was erased by a 550-point Dow rally. The bulls forgot about the selloff and returned to celebrating, and gulping glass after glass of their favorite drink, “bull-ade.” Once again, the storm passed, but this time a little fear creeped into the bulls’ psyche. Before, the only fear was the fear of missing out on the next rally. Now, many investors realize the market can actually go down.</p>\n<p><b>What to do now</b></p>\n<p>The next time the market plunges and you’re experiencing a variety of emotions, the following guide might help:</p>\n<p><b>1. If you’re panicked</b>: Don’t do something; sit there. Do not buy, do not sell, just sit tight. In fact, turn off the computer or other devices. Don’t fret over how much paper money you lost that day. Exercise, walk, run, swim, ride a bike. Your goal is to reduce emotions so you can get a good night’s sleep. When the market stabilizes, reevaluate what you own. Do not make any big financial decisions on days like this.</p>\n<p><b>2. If you’re afraid</b>: Take it easy. The selloff will end eventually. There is no reason to panic. Again, reevaluate what you own when the market comes to its senses.</p>\n<p><b>3. If you’re unaffected:</b>Still, check your portfolio to make sure you are properly diversified. While it’s find to not care if the market falls, be sure you are hedged for a worst-case scenario. One day there will be a bear market that will last months or years. Be prepared.</p>\n<p><b>What specific actions should you take?</b></p>\n<p>Now that you’ve taken care of your emotional health, there are other financial decisions you can make. Let’s take a look atsome strategies and tacticsthat may help:</p>\n<ol>\n <li>Sell if the stocks or indexes you own fall below their 200-day moving averages. Note: The major indexes such as the Standard &amp; Poor’s 500SPX,-0.54%have not fallen below (and stayed below) their 200-day averages for a decade. When they do eventually, that is a clear sell signal.</li>\n <li>Create a long-term investment plan and follow it no matter what happens in the short term.</li>\n <li>Dollar-cost average into index funds.</li>\n <li>Diversify. This is the key to success in the stock market and in life. If you own only stocks, consider bonds, but talk to a financial professional (not your neighbor) before taking this step.</li>\n <li>Buy the big dips. This strategy still works. If you had bought the dip on July 19, you would have cleaned up on July 20. One day this strategy won’t work, but that day hasn’t come yet.</li>\n <li>Sell covered-call options. This is still an excellent way to generate extra income. This strategy is also ideal for disposing of unwanted stocks, and getting paid for it.</li>\n</ol>\n<p><b>Plan for the next correction or bear market</b></p>\n<p>After a 13-year bull market, the clock is ticking for U.S. stocks. While the bulls scored another victory this time, one day the market won’t reverse direction and will begin a steep correction, or worse yet, a bear market. That’s when you will be glad that you have a plan and an investment script to follow on the worst days.</p>\n<p>Know what you own, sell to the “sleep-well” point and diversify into a variety of financial products including cash and bonds. This way, when the market plunges again, you won’t make knee-jerk emotional decisions or suffer an anxiety attack.</p>","source":"lsy1603348471595","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>Here’s your to-do list before the stock market’s next dive</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\">\nHere’s your to-do list before the stock market’s next dive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at ...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline\">Source 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","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127411624","content_text":"After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at least for a day.\nAs usual, everyone wanted to know why the market fell, and the analysts had prepared answers, from COVID-19’s Delta variant to the Consumer Price Index to overbought technical indicators.\nThe truth is that nobody knows. People have multiple reasons for selling, so it’s ridiculous to blame one event. That said, a big contributor to the decline was automatic, computer-generated selling. Once large market participants, especially algos, started selling, there was a mad rush out of the door. No one wanted to be the last one out, so retail traders and institutions sold in a panic, which got more intense as the day went on.\nTechnical indicators contributed as well: The weekly relative strength indicator (RSI) has been remarkably accurate in warning of a market reversal. Once RSI goes over 70 and stays there, buyers beware.  After the July 26 market close, the RSI of the S&P 500SPX,-0.54%stood at 71.36 on the weekly chart — an extremely overbought reading. Does this mean that the index is going to plunge tomorrow? No one knows. But RSI is giving a clue that the U.S. market is in the danger zone.\nThe bad news bears can’t catch a break\nBefore the bears could say, “I told you so,” the next day, July 20, the 700-plus point Dow selloff was erased by a 550-point Dow rally. The bulls forgot about the selloff and returned to celebrating, and gulping glass after glass of their favorite drink, “bull-ade.” Once again, the storm passed, but this time a little fear creeped into the bulls’ psyche. Before, the only fear was the fear of missing out on the next rally. Now, many investors realize the market can actually go down.\nWhat to do now\nThe next time the market plunges and you’re experiencing a variety of emotions, the following guide might help:\n1. If you’re panicked: Don’t do something; sit there. Do not buy, do not sell, just sit tight. In fact, turn off the computer or other devices. Don’t fret over how much paper money you lost that day. Exercise, walk, run, swim, ride a bike. Your goal is to reduce emotions so you can get a good night’s sleep. When the market stabilizes, reevaluate what you own. Do not make any big financial decisions on days like this.\n2. If you’re afraid: Take it easy. The selloff will end eventually. There is no reason to panic. Again, reevaluate what you own when the market comes to its senses.\n3. If you’re unaffected:Still, check your portfolio to make sure you are properly diversified. While it’s find to not care if the market falls, be sure you are hedged for a worst-case scenario. One day there will be a bear market that will last months or years. Be prepared.\nWhat specific actions should you take?\nNow that you’ve taken care of your emotional health, there are other financial decisions you can make. Let’s take a look atsome strategies and tacticsthat may help:\n\nSell if the stocks or indexes you own fall below their 200-day moving averages. Note: The major indexes such as the Standard & Poor’s 500SPX,-0.54%have not fallen below (and stayed below) their 200-day averages for a decade. When they do eventually, that is a clear sell signal.\nCreate a long-term investment plan and follow it no matter what happens in the short term.\nDollar-cost average into index funds.\nDiversify. This is the key to success in the stock market and in life. If you own only stocks, consider bonds, but talk to a financial professional (not your neighbor) before taking this step.\nBuy the big dips. This strategy still works. If you had bought the dip on July 19, you would have cleaned up on July 20. One day this strategy won’t work, but that day hasn’t come yet.\nSell covered-call options. This is still an excellent way to generate extra income. This strategy is also ideal for disposing of unwanted stocks, and getting paid for it.\n\nPlan for the next correction or bear market\nAfter a 13-year bull market, the clock is ticking for U.S. stocks. While the bulls scored another victory this time, one day the market won’t reverse direction and will begin a steep correction, or worse yet, a bear market. That’s when you will be glad that you have a plan and an investment script to follow on the worst days.\nKnow what you own, sell to the “sleep-well” point and diversify into a variety of financial products including cash and bonds. This way, when the market plunges again, you won’t make knee-jerk emotional decisions or suffer an anxiety attack.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802807064,"gmtCreate":1627744697458,"gmtModify":1703495416948,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Good read for overall investment&nbsp;strategy","listText":"Good read for overall investment&nbsp;strategy","text":"Good read for overall investment strategy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802807064","repostId":"1147779023","repostType":4,"repost":{"id":"1147779023","kind":"news","pubTimestamp":1627716124,"share":"https://ttm.financial/m/news/1147779023?lang=en_US&edition=fundamental","pubTime":"2021-07-31 15:22","market":"us","language":"en","title":"You can beat stock market indexes — this fund manager has, and this is how she and her team did it","url":"https://stock-news.laohu8.com/highlight/detail?id=1147779023","media":"MarketWatch","summary":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fu","content":"<blockquote>\n <b>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.</b>\n</blockquote>\n<p>Investing is a tough game. That’s why so many mutual funds lag behind their indices.</p>\n<p>So when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.</p>\n<p>The American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth&nbsp;Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.</p>\n<p>The fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.</p>\n<p>Here are the five key takeaways, with examples of specific stocks.</p>\n<p><b>1. Own companies that can “land and expand” in big markets</b></p>\n<p>Even though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.</p>\n<p>Bill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.</p>\n<p>Bill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.</p>\n<p>“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.</p>\n<p>Founder-run companies such as this one are worth considering because they often outperform.</p>\n<p><b>2. Seek out innovators</b></p>\n<p>Ram’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.</p>\n<p>Back in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.</p>\n<p>Boston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.</p>\n<p>“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”</p>\n<p>This penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.</p>\n<p>A key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.</p>\n<p>They’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.</p>\n<p>But don’t count out this innovator yet.</p>\n<p>“We recently announced plans to develop new innovative beverages with&nbsp;Beam Suntory&nbsp;that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory&nbsp;sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”</p>\n<p><b>3. Look for companies that can create and dominate a niche</b></p>\n<p>For years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.</p>\n<p>This is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.</p>\n<p><b>4. Buy companies in the early stages of rapid growth</b></p>\n<p>One way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.</p>\n<p>Alnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.</p>\n<p>“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”</p>\n<p><b>5. Hold stocks for the long term</b></p>\n<p>All of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.</p>","source":"lsy1603348471595","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>You can beat stock market indexes — this fund manager has, and this is how she and her team did it</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\">\nYou can beat stock market indexes — this fund manager has, and this is how she and her team did it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when ...</p>\n\n<a href=\"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147779023","content_text":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.\nThe American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.\nThe fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.\nHere are the five key takeaways, with examples of specific stocks.\n1. Own companies that can “land and expand” in big markets\nEven though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.\nBill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.\nBill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.\n“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.\nFounder-run companies such as this one are worth considering because they often outperform.\n2. Seek out innovators\nRam’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.\nBack in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.\nBoston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.\n“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”\nThis penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.\nA key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.\nThey’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.\nBut don’t count out this innovator yet.\n“We recently announced plans to develop new innovative beverages with Beam Suntory that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”\n3. Look for companies that can create and dominate a niche\nFor years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.\nThis is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.\n4. Buy companies in the early stages of rapid growth\nOne way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.\nAlnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.\n“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”\n5. Hold stocks for the long term\nAll of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808634772,"gmtCreate":1627572705296,"gmtModify":1703492720061,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Demistifying the misconceptions that will save a lot of missteps in your investment journey!","listText":"Demistifying the misconceptions that will save a lot of missteps in your investment journey!","text":"Demistifying the misconceptions that will save a lot of missteps in your investment journey!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808634772","repostId":"2155290035","repostType":4,"isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803068912,"gmtCreate":1627396862836,"gmtModify":1703489192099,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Steady and solid are nicknames of Apple","listText":"Steady and solid are nicknames of Apple","text":"Steady and solid are nicknames of Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803068912","repostId":"1108884592","repostType":4,"repost":{"id":"1108884592","kind":"news","pubTimestamp":1627292048,"share":"https://ttm.financial/m/news/1108884592?lang=en_US&edition=fundamental","pubTime":"2021-07-26 17:34","market":"us","language":"en","title":"Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.","url":"https://stock-news.laohu8.com/highlight/detail?id=1108884592","media":"Barrons","summary":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-qu","content":"<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.</p>\n<p>Apple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on&nbsp;the company’s App Store&nbsp;for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.</p>\n<p>But no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.</p>\n<p>He’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.</p>\n<p>The company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.</p>\n<p>Still,Wedbush analyst Dan Ives&nbsp;thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.</p>\n<p>Canaccord analyst T. Michael Walkley&nbsp;also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.</p>\n<p>“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”</p>\n<p>But the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.</p>\n<p>As Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.</p>\n<p>We can reassess after that.</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>Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.</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\">\nApple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108884592","content_text":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.\nApple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on the company’s App Store for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.\nBut no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.\nHe’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.\nThe company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.\nStill,Wedbush analyst Dan Ives thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.\nCanaccord analyst T. Michael Walkley also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.\n“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”\nBut the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.\nAs Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.\nWe can reassess after that.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178810984,"gmtCreate":1626796286348,"gmtModify":1703765451830,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Afraid that the Covid-19 virus will around for a while and the drugs companies will take in the big bucks for a while.","listText":"Afraid that the Covid-19 virus will around for a while and the drugs companies will take in the big bucks for a while.","text":"Afraid that the Covid-19 virus will around for a while and the drugs companies will take in the big bucks for a while.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178810984","repostId":"2152693458","repostType":4,"isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142022250,"gmtCreate":1626105474370,"gmtModify":1703753590654,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Ready for the final countdown?","listText":"Ready for the final countdown?","text":"Ready for the final countdown?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142022250","repostId":"1175294142","repostType":4,"isVote":1,"tweetType":1,"viewCount":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156764222,"gmtCreate":1625237376466,"gmtModify":1703739204637,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586642856771590","authorIdStr":"3586642856771590"},"themes":[],"htmlText":"Sea you on the other side! The Rich side!","listText":"Sea you on the other side! The Rich side!","text":"Sea you on the other side! The Rich side!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156764222","repostId":"2148725958","repostType":4,"isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":893646300,"gmtCreate":1628261232300,"gmtModify":1703504227875,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586642856771590","idStr":"3586642856771590"},"themes":[],"htmlText":"Plan for long-term and avoid profiteering at short-term. Investing and gambling is a thin line make makes or breaks you:","listText":"Plan for long-term and avoid profiteering at short-term. Investing and gambling is a thin line make makes or breaks you:","text":"Plan for long-term and avoid profiteering at short-term. Investing and gambling is a thin line make makes or breaks you:","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893646300","repostId":"1124487485","repostType":4,"repost":{"id":"1124487485","kind":"news","pubTimestamp":1628258241,"share":"https://ttm.financial/m/news/1124487485?lang=en_US&edition=fundamental","pubTime":"2021-08-06 21:57","market":"us","language":"en","title":"Here’s another sign the bull market is near a peak, and this one bears watching","url":"https://stock-news.laohu8.com/highlight/detail?id=1124487485","media":"MarketWatch","summary":"S&P 500 sectors’ relative strength rankings are flashing red.\n\nThe U.S. stock market is nearing a to","content":"<blockquote>\n <b>S&amp;P 500 sectors’ relative strength rankings are flashing red.</b>\n</blockquote>\n<p>The U.S. stock market is nearing a top, according to a leading indicator that is based on the trailing three-month returns of the S&amp;P 500 SPX, +0.08% sectors.</p>\n<p>Over the three months prior to past bull-market tops, a fairly predictable pattern emerged of which sectors performed best and which fared worst. Currently, a ranking of the sectors’ recent relative strength lines up fairly close with that pattern.</p>\n<p>This is a big change since mid-May when, as I reported, this leading indicator was not detecting any signs of imminent trouble. The sectors with the best trailing three-month returns at that time were not those that typically lead the market prior to tops, and the sectors with the worst trailing three-month returns were not those that typically lag.</p>\n<p>Now, in contrast, there is a distinct correlation between the sectors’ relative strength ranking and the typical pattern that appeared in past tops.</p>\n<p>According to research conducted by Ned Davis Research, Utilities, Energy and Financials are the S&amp;P 500 sectors that have performed the worst, on average, in the final three months of all bull markets since 1970. As is clear in the chart below, these three sectors now are at or near the bottom in a ranking of trailing three-month returns.</p>\n<p><img src=\"https://static.tigerbbs.com/8465aa12910238871b10168546466b1f\" tg-width=\"2100\" tg-height=\"1272\" width=\"100%\" height=\"auto\"></p>\n<p>In contrast, according to Ned Davis Research, Consumer Staples, Health Care and Consumer Discretionary are the sectors that have performed the best, on average, over the three months prior to past bull market tops. As the chart shows, these three have performed relatively well over the past three months.</p>\n<p>To quantify how much the sector relative strength rankings have shifted in a bearish direction, consider the correlation coefficients that I calculated. This statistic ranges from a high of 1.0 (which would mean that there is a perfect one-to-one correspondence between a ranking of the sectors’ recent returns and the historical pattern) to minus 1.0 (which would mean a perfectly inverse correlation). A coefficient of zero would mean that there is no detectable relationship.</p>\n<p>In mid-May, this coefficient stood at a significantly negative minus 0.66. Today, in contrast, it is a positive 0.67. This latest reading is one of the higher coefficients I’ve seen from my periodic monitoring of this indicator.</p>\n<p>Needless to say, neither this (nor any indicator, for that matter) is guaranteed to work. One time that it was accurate was in April 2015, when my column on this indicator ran under the headline “leading indicators signal a market top.” A bear market began one month later, according to the bear-market calendar maintained by Ned Davis Research. The correlation coefficient between the relative strength ranking that then prevailed and the historical pattern stood at 0.43; the current reading is higher and so even more bearish.</p>\n<p></p>","source":"lsy1603348471595","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>Here’s another sign the bull market is near a peak, and this one bears watching</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\">\nHere’s another sign the bull market is near a peak, and this one bears watching\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 21:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-another-sign-the-bull-market-is-near-a-peak-and-this-one-bears-watching-11628233932?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P 500 sectors’ relative strength rankings are flashing red.\n\nThe U.S. stock market is nearing a top, according to a leading indicator that is based on the trailing three-month returns of the S&P 500...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-another-sign-the-bull-market-is-near-a-peak-and-this-one-bears-watching-11628233932?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/heres-another-sign-the-bull-market-is-near-a-peak-and-this-one-bears-watching-11628233932?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124487485","content_text":"S&P 500 sectors’ relative strength rankings are flashing red.\n\nThe U.S. stock market is nearing a top, according to a leading indicator that is based on the trailing three-month returns of the S&P 500 SPX, +0.08% sectors.\nOver the three months prior to past bull-market tops, a fairly predictable pattern emerged of which sectors performed best and which fared worst. Currently, a ranking of the sectors’ recent relative strength lines up fairly close with that pattern.\nThis is a big change since mid-May when, as I reported, this leading indicator was not detecting any signs of imminent trouble. The sectors with the best trailing three-month returns at that time were not those that typically lead the market prior to tops, and the sectors with the worst trailing three-month returns were not those that typically lag.\nNow, in contrast, there is a distinct correlation between the sectors’ relative strength ranking and the typical pattern that appeared in past tops.\nAccording to research conducted by Ned Davis Research, Utilities, Energy and Financials are the S&P 500 sectors that have performed the worst, on average, in the final three months of all bull markets since 1970. As is clear in the chart below, these three sectors now are at or near the bottom in a ranking of trailing three-month returns.\n\nIn contrast, according to Ned Davis Research, Consumer Staples, Health Care and Consumer Discretionary are the sectors that have performed the best, on average, over the three months prior to past bull market tops. As the chart shows, these three have performed relatively well over the past three months.\nTo quantify how much the sector relative strength rankings have shifted in a bearish direction, consider the correlation coefficients that I calculated. This statistic ranges from a high of 1.0 (which would mean that there is a perfect one-to-one correspondence between a ranking of the sectors’ recent returns and the historical pattern) to minus 1.0 (which would mean a perfectly inverse correlation). A coefficient of zero would mean that there is no detectable relationship.\nIn mid-May, this coefficient stood at a significantly negative minus 0.66. Today, in contrast, it is a positive 0.67. This latest reading is one of the higher coefficients I’ve seen from my periodic monitoring of this indicator.\nNeedless to say, neither this (nor any indicator, for that matter) is guaranteed to work. One time that it was accurate was in April 2015, when my column on this indicator ran under the headline “leading indicators signal a market top.” A bear market began one month later, according to the bear-market calendar maintained by Ned Davis Research. The correlation coefficient between the relative strength ranking that then prevailed and the historical pattern stood at 0.43; the current reading is higher and so even more bearish.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896793270,"gmtCreate":1628604207490,"gmtModify":1676529794445,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586642856771590","idStr":"3586642856771590"},"themes":[],"htmlText":"Nio is going to be the no. 1 China EV company!","listText":"Nio is going to be the no. 1 China EV company!","text":"Nio is going to be the no. 1 China EV company!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/896793270","repostId":"2158479992","repostType":4,"isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814359948,"gmtCreate":1630768527084,"gmtModify":1676530392668,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586642856771590","idStr":"3586642856771590"},"themes":[],"htmlText":"Hope that Amazon can break into smaller size to cater to retail investors!","listText":"Hope that Amazon can break into smaller size to cater to retail investors!","text":"Hope that Amazon can break into smaller size to cater to retail investors!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/814359948","repostId":"1151569309","repostType":4,"repost":{"id":"1151569309","kind":"news","pubTimestamp":1630676828,"share":"https://ttm.financial/m/news/1151569309?lang=en_US&edition=fundamental","pubTime":"2021-09-03 21:47","market":"us","language":"en","title":"AMZN Is The Only FAAMG Stock Off Its Peak. Buy The Dip?","url":"https://stock-news.laohu8.com/highlight/detail?id=1151569309","media":"Thestreet","summary":"Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven di","content":"<p>Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven discusses the buy-on-dip opportunity.</p>\n<p>Something atypical has been happening in the world of Big Tech lately. As of the end of August 2021, which was only a couple of days ago, Amazon stock&nbsp;(<b>AMZN</b>)&nbsp;was the only FAAMG name trading off its peak – defined here as 1% or more from the all-time high price.</p>\n<p>Could this be a chance for bargain hunters to load up on AMZN? Today, the Amazon Maven talks about the buy-on-dip opportunity in September.</p>\n<p><b>Amazon stock: rare laggard</b></p>\n<p>The chart below shows how often the five FAAMG stocks have traded off their all-time highs, in percentage of total trading days, over the past five years. Nearly half the time (42%), all five of them have been at least 1% away from their historical top at once.</p>\n<p>This makes logical sense to me. Tech stock prices tend to be volatile and often “peel off” from their highs, even though shares have generally headed higher over a longer time horizon.</p>\n<p>The least common occurrence has been for only one FAAMG stock to be in the hole, while all others hover near peaks. This has happened, on average, only 1 out of every 12 to 13 trading sessions (i.e. one day per two or three weeks). This is exactly what was happening to Amazon stock at the end of August.</p>\n<p>Once again, this makes intuitive sense. Roughly speaking, FAAMG stocks behave similarly to the macroeconomic and broad market forces. Healthy consumer spending, economic growth, market enthusiasm and low interest rates are all bullish factors across the entire peer group.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a09638bca8fb5d57bada216196f071c\" tg-width=\"1200\" tg-height=\"686\" referrerpolicy=\"no-referrer\"><span>Figure 2: Number of FAAMG stocks off peak. data from Yahoo Finance</span></p>\n<h3>Buy-the-dip opportunity</h3>\n<p>In my view, Amazon’s loser status within the peer group (measured in this case by drawdowns) is still reminiscent of the company’sill-received third quarter earnings report. Back in July, the Seattle-based giant burst analysts’ and investors’ bubble, delivering e-commerce revenues that lagged consensus.</p>\n<p>Amazon is not out of the doghouse yet. While COVID-19 fears have lingered, fueling some hopes that the digital retail channel will still perform well in the second half of 2021, the global economies should gradually (and hopefully) reopen and return to “a new normal” over the next 12 months. Therefore, e-commerce headwinds in the foreseeable future are certainly not out of question.</p>\n<p>However,history has shown time and again&nbsp;that buying Amazon stock on pullbacks is a good strategy. While the current drawdown of only 5% to 10% may not seem like much,I believe that reasonable valuation&nbsp;shelp to set up AMZN for higher-than-peer group returns over the next several months.</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>AMZN Is The Only FAAMG Stock Off Its Peak. Buy The 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\">\nAMZN Is The Only FAAMG Stock Off Its Peak. Buy The Dip?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 21:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/amzn-is-the-only-faamg-stock-off-its-peak-buy-the-dip><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven discusses the buy-on-dip opportunity.\nSomething atypical has been happening in the world of Big Tech ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/amzn-is-the-only-faamg-stock-off-its-peak-buy-the-dip\">Source 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"},"source_url":"https://www.thestreet.com/amazon/stock/amzn-is-the-only-faamg-stock-off-its-peak-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151569309","content_text":"Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven discusses the buy-on-dip opportunity.\nSomething atypical has been happening in the world of Big Tech lately. As of the end of August 2021, which was only a couple of days ago, Amazon stock (AMZN) was the only FAAMG name trading off its peak – defined here as 1% or more from the all-time high price.\nCould this be a chance for bargain hunters to load up on AMZN? Today, the Amazon Maven talks about the buy-on-dip opportunity in September.\nAmazon stock: rare laggard\nThe chart below shows how often the five FAAMG stocks have traded off their all-time highs, in percentage of total trading days, over the past five years. Nearly half the time (42%), all five of them have been at least 1% away from their historical top at once.\nThis makes logical sense to me. Tech stock prices tend to be volatile and often “peel off” from their highs, even though shares have generally headed higher over a longer time horizon.\nThe least common occurrence has been for only one FAAMG stock to be in the hole, while all others hover near peaks. This has happened, on average, only 1 out of every 12 to 13 trading sessions (i.e. one day per two or three weeks). This is exactly what was happening to Amazon stock at the end of August.\nOnce again, this makes intuitive sense. Roughly speaking, FAAMG stocks behave similarly to the macroeconomic and broad market forces. Healthy consumer spending, economic growth, market enthusiasm and low interest rates are all bullish factors across the entire peer group.\nFigure 2: Number of FAAMG stocks off peak. data from Yahoo Finance\nBuy-the-dip opportunity\nIn my view, Amazon’s loser status within the peer group (measured in this case by drawdowns) is still reminiscent of the company’sill-received third quarter earnings report. Back in July, the Seattle-based giant burst analysts’ and investors’ bubble, delivering e-commerce revenues that lagged consensus.\nAmazon is not out of the doghouse yet. While COVID-19 fears have lingered, fueling some hopes that the digital retail channel will still perform well in the second half of 2021, the global economies should gradually (and hopefully) reopen and return to “a new normal” over the next 12 months. Therefore, e-commerce headwinds in the foreseeable future are certainly not out of question.\nHowever,history has shown time and again that buying Amazon stock on pullbacks is a good strategy. While the current drawdown of only 5% to 10% may not seem like much,I believe that reasonable valuation shelp to set up AMZN for higher-than-peer group returns over the next several months.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898267967,"gmtCreate":1628502213459,"gmtModify":1703507166773,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586642856771590","idStr":"3586642856771590"},"themes":[],"htmlText":"Promote FAANG?","listText":"Promote FAANG?","text":"Promote FAANG?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/898267967","repostId":"2157492988","repostType":4,"isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156762269,"gmtCreate":1625237294851,"gmtModify":1703739201674,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586642856771590","idStr":"3586642856771590"},"themes":[],"htmlText":"You are the Apple of my Eye!","listText":"You are the Apple of my Eye!","text":"You are the Apple of my Eye!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156762269","repostId":"1196057674","repostType":4,"repost":{"id":"1196057674","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625229715,"share":"https://ttm.financial/m/news/1196057674?lang=en_US&edition=fundamental","pubTime":"2021-07-02 20:41","market":"us","language":"en","title":"5 Warren Buffett Favorites To Keep An Eye On","url":"https://stock-news.laohu8.com/highlight/detail?id=1196057674","media":"Benzinga","summary":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc  in the first half of 2021.Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan","content":"<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p>\n<p>Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p>\n<p><b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p>\n<p>Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p>\n<p><b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p>\n<p>Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p>\n<p><b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p>\n<p>Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p>\n<p>Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p>\n<p><b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p>\n<p><b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p>\n<p>A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</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>5 Warren Buffett Favorites To Keep An Eye On</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 Warren Buffett Favorites To Keep An Eye On\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-02 20:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p>\n<p>Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p>\n<p><b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p>\n<p>Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p>\n<p><b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p>\n<p>Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p>\n<p><b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p>\n<p>Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p>\n<p>Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p>\n<p><b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p>\n<p><b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p>\n<p>A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","WFC":"富国银行","BRK.A":"伯克希尔","KO":"可口可乐","BRK.B":"伯克希尔B","BAC":"美国银行","AON":"怡安保险","MNST":"怪物饮料"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196057674","content_text":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc(NYSE:BRKA) (NYSE:BRKB) in the first half of 2021.\nHere's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.\n1. Aon:Earlier this year, Berkshire Hathaway took an initial position in insurance broker Aon plc(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.\nAonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.\n2. Apple:There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant Apple Inc(NASDAQ:AAPL) traded flat in the first half of 2021.\nApple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.\n3. Bank of America: Bank of America Corporation(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in Wells Fargo Co(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.\nBank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.\nRevenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.\n4. Coca-Cola:One of Buffett's favorites is Coca-Cola Co (NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of Monster Beverage Corporation(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.\n5. Verizon:Shares of Verizon Communications(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.\nA shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.","news_type":1,"symbols_score_info":{"AON":0.9,"KO":0.9,"MNST":0.9,"WFC":0.9,"BRK.A":0.9,"BRK.B":0.9,"BAC":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802807064,"gmtCreate":1627744697458,"gmtModify":1703495416948,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586642856771590","idStr":"3586642856771590"},"themes":[],"htmlText":"Good read for overall investment&nbsp;strategy","listText":"Good read for overall investment&nbsp;strategy","text":"Good read for overall investment strategy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802807064","repostId":"1147779023","repostType":4,"repost":{"id":"1147779023","kind":"news","pubTimestamp":1627716124,"share":"https://ttm.financial/m/news/1147779023?lang=en_US&edition=fundamental","pubTime":"2021-07-31 15:22","market":"us","language":"en","title":"You can beat stock market indexes — this fund manager has, and this is how she and her team did it","url":"https://stock-news.laohu8.com/highlight/detail?id=1147779023","media":"MarketWatch","summary":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fu","content":"<blockquote>\n <b>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.</b>\n</blockquote>\n<p>Investing is a tough game. That’s why so many mutual funds lag behind their indices.</p>\n<p>So when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.</p>\n<p>The American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth&nbsp;Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.</p>\n<p>The fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.</p>\n<p>Here are the five key takeaways, with examples of specific stocks.</p>\n<p><b>1. Own companies that can “land and expand” in big markets</b></p>\n<p>Even though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.</p>\n<p>Bill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.</p>\n<p>Bill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.</p>\n<p>“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.</p>\n<p>Founder-run companies such as this one are worth considering because they often outperform.</p>\n<p><b>2. Seek out innovators</b></p>\n<p>Ram’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.</p>\n<p>Back in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.</p>\n<p>Boston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.</p>\n<p>“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”</p>\n<p>This penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.</p>\n<p>A key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.</p>\n<p>They’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.</p>\n<p>But don’t count out this innovator yet.</p>\n<p>“We recently announced plans to develop new innovative beverages with&nbsp;Beam Suntory&nbsp;that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory&nbsp;sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”</p>\n<p><b>3. Look for companies that can create and dominate a niche</b></p>\n<p>For years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.</p>\n<p>This is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.</p>\n<p><b>4. Buy companies in the early stages of rapid growth</b></p>\n<p>One way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.</p>\n<p>Alnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.</p>\n<p>“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”</p>\n<p><b>5. Hold stocks for the long term</b></p>\n<p>All of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.</p>","source":"lsy1603348471595","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>You can beat stock market indexes — this fund manager has, and this is how she and her team did it</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\">\nYou can beat stock market indexes — this fund manager has, and this is how she and her team did it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when ...</p>\n\n<a href=\"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147779023","content_text":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.\nThe American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.\nThe fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.\nHere are the five key takeaways, with examples of specific stocks.\n1. Own companies that can “land and expand” in big markets\nEven though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.\nBill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.\nBill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.\n“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.\nFounder-run companies such as this one are worth considering because they often outperform.\n2. Seek out innovators\nRam’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.\nBack in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.\nBoston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.\n“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”\nThis penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.\nA key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.\nThey’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.\nBut don’t count out this innovator yet.\n“We recently announced plans to develop new innovative beverages with Beam Suntory that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”\n3. Look for companies that can create and dominate a niche\nFor years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.\nThis is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.\n4. Buy companies in the early stages of rapid growth\nOne way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.\nAlnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.\n“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”\n5. Hold stocks for the long term\nAll of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129289782,"gmtCreate":1624373818946,"gmtModify":1703834875198,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586642856771590","idStr":"3586642856771590"},"themes":[],"htmlText":"Is this a fairy tale come true?","listText":"Is this a fairy tale come true?","text":"Is this a fairy tale come true?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/129289782","repostId":"1186919064","repostType":2,"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582633493554563","authorId":"3582633493554563","name":"tkltkl","avatar":"https://static.tigerbbs.com/42fe1d9beb5610061b288720768fd77b","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3582633493554563","idStr":"3582633493554563"},"content":"Split is better?","text":"Split is better?","html":"Split is better?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834473205,"gmtCreate":1629823772907,"gmtModify":1676530143594,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586642856771590","idStr":"3586642856771590"},"themes":[],"htmlText":"Tim, you are the&nbsp;Apple of my eye!","listText":"Tim, you are the&nbsp;Apple of my eye!","text":"Tim, you are the Apple of my eye!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/834473205","repostId":"1167446644","repostType":4,"isVote":1,"tweetType":1,"viewCount":3749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803068912,"gmtCreate":1627396862836,"gmtModify":1703489192099,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586642856771590","idStr":"3586642856771590"},"themes":[],"htmlText":"Steady and solid are nicknames of Apple","listText":"Steady and solid are nicknames of Apple","text":"Steady and solid are nicknames of Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803068912","repostId":"1108884592","repostType":4,"repost":{"id":"1108884592","kind":"news","pubTimestamp":1627292048,"share":"https://ttm.financial/m/news/1108884592?lang=en_US&edition=fundamental","pubTime":"2021-07-26 17:34","market":"us","language":"en","title":"Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.","url":"https://stock-news.laohu8.com/highlight/detail?id=1108884592","media":"Barrons","summary":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-qu","content":"<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.</p>\n<p>Apple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on&nbsp;the company’s App Store&nbsp;for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.</p>\n<p>But no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.</p>\n<p>He’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.</p>\n<p>The company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.</p>\n<p>Still,Wedbush analyst Dan Ives&nbsp;thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.</p>\n<p>Canaccord analyst T. Michael Walkley&nbsp;also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.</p>\n<p>“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”</p>\n<p>But the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.</p>\n<p>As Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.</p>\n<p>We can reassess after that.</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>Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.</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\">\nApple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108884592","content_text":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.\nApple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on the company’s App Store for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.\nBut no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.\nHe’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.\nThe company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.\nStill,Wedbush analyst Dan Ives thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.\nCanaccord analyst T. Michael Walkley also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.\n“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”\nBut the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.\nAs Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.\nWe can reassess after that.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808634772,"gmtCreate":1627572705296,"gmtModify":1703492720061,"author":{"id":"3586642856771590","authorId":"3586642856771590","name":"KDaDa","avatar":"https://static.tigerbbs.com/bbf594380f656556b95e862fd6513d46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586642856771590","idStr":"3586642856771590"},"themes":[],"htmlText":"Demistifying the misconceptions that will save a lot of missteps in your investment journey!","listText":"Demistifying the misconceptions that will save a lot of missteps in your investment journey!","text":"Demistifying the misconceptions that will save a lot of missteps in your investment journey!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808634772","repostId":"2155290035","repostType":4,"isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}