kuppi
2021-07-12
ROKU appeared in mAny reviews
Forget AMC: This Growth Stock Is a Better Buy<blockquote>忘记 AMC:这只成长型股票更值得购买</blockquote>
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However, the Reddit-fueled enthusiasm surrounding AMC has also made it a very dangerous investment.</p><p><blockquote><b>AMC院线控股</b>(纽约证券交易所股票代码:AMC)今年碾压了市场,该股自 1 月份以来飙升了 2,080%。然而,Reddit 引发的围绕 AMC 的热情也使其成为一项非常危险的投资。</blockquote></p><p> Over the past six months, retail investors have orchestrated campaigns across social media, urging people to buy the stock. They've done so in the hopes of sparking ashort squeeze, an event that occurs when rising prices force short sellers to cover their position by purchasing the stock, creating a snowball effect that sends the stock price even higher.</p><p><blockquote>过去六个月,散户投资者在社交媒体上精心策划了活动,敦促人们购买该股票。他们这样做是希望引发空头挤压,当价格上涨迫使卖空者通过购买股票来回补头寸时,就会发生这种事件,从而产生滚雪球效应,使股价进一步走高。</blockquote></p><p> Unfortunately, that type of short-term thinking is tantamount to gambling. There's no guarantee it will work, and many retail investors are likely to get burned in the process. So, rather than waste money on meme stocks, investors should look for better ways to build long-term wealth. For example,<b>Roku</b>(NASDAQ:ROKU)looks like a better buy. Here's why.</p><p><blockquote>不幸的是,这种短期思维无异于赌博。不能保证它会奏效,许多散户投资者可能会在这个过程中遭受损失。因此,投资者不应该把钱浪费在迷因股票上,而应该寻找更好的方法来积累长期财富。例如,<b>Roku</b>(纳斯达克股票代码:ROKU)看起来更值得购买。原因如下。</blockquote></p><p> <b>AMC Entertainment Holdings</b></p><p><blockquote><b>AMC院线控股</b></blockquote></p><p> Before the pandemic, the movie theater industry wasn't doing so well. Between 2010 and 2019, box office revenue grew at less than 1% per year. But things got much worse when the coronavirus forced theaters to close.</p><p><blockquote>在疫情之前,电影业表现不佳。2010年至2019年间,票房收入每年增长不到1%。但当冠状病毒迫使影院关闭时,情况变得更糟。</blockquote></p><p> After shutting the doors, AMC was left with over $4.7 billion in long-term debt and $5.0 billion in lease liabilities, but virtually no income. In fact, attendance and revenue plunged 79% and 77%, respectively, last year. And despite the reopening of many theaters in the first quarter, attendance and revenue continued to fall, dropping 89% and 84%, respectively.</p><p><blockquote>关门后,AMC 留下了超过 47 亿美元的长期债务和 50 亿美元的租赁负债,但几乎没有收入。事实上,去年上座率和收入分别下降了 79% 和 77%。尽管第一季度许多影院重新开放,但上座率和收入继续下降,分别下降了89%和84%。</blockquote></p><p> Even worse, AMC was forced to issue more debt and sell new shares throughout the pandemic. And while those kept the company in business, its financial situation is now dire. Long-term debt has ballooned to $5.4 billion and the company's balance sheet is insolvent, meaning it has more liabilities than assets.</p><p><blockquote>更糟糕的是,AMC 被迫在整个疫情期间发行更多债务并出售新股。虽然这些措施让公司继续运营,但其财务状况现在很糟糕。长期债务已飙升至 54 亿美元,该公司的资产负债表已资不抵债,这意味着其负债多于资产。</blockquote></p><p> To that point, the company recently raised $1.2 billion in equity during the second quarter; and while that decision makes sense, as it allows AMC to convert its soaring share price into currency, the move also further dilutes shareholders. Notably, since the end of 2019, AMC's outstanding share count has surged 380%. Moreover, even after this recent at-the-market offering, AMC is still in trouble.</p><p><blockquote>为此,该公司最近在第二季度筹集了 12 亿美元的股权;虽然这一决定是有道理的,因为它允许 AMC 将其飙升的股价兑换成货币,但此举也进一步稀释了股东。值得注意的是,自2019年底以来,AMC的流通股数量激增了380%。此外,即使在最近的这次上市发行之后,AMC仍然陷入困境。</blockquote></p><p> In fact, in order to meet its minimum liquidity requirements (i.e. pay rent and interest), attendance must reach 85% of pre-pandemic levels by Q4 of 2021. If that doesn't happen, AMC would have to restructure its liabilities, either by liquidating assets or filing for bankruptcy.. And in either case, shareholders would \"likely suffer a total loss of their investment,\" according to management. Moreover, AMC's credit rating -- currently at Caa3 in Moody's rating system, indicating substantial risk -- would be further damaged for years. That's whyI wouldn't buy this stockwith free money.</p><p><blockquote>事实上,为了满足其最低流动性要求(即支付租金和利息),到2021年第四季度,上座率必须达到疫情前水平的85%。如果这种情况没有发生,AMC将不得不重组其负债,要么清算资产,要么申请破产..管理层表示,在这两种情况下,股东“可能会遭受全部投资损失”。此外,AMC 的信用评级(目前在穆迪评级系统中为 Caa3,表明存在巨大风险)将在未来几年内进一步受损。这就是为什么我不会用免费的钱购买这只股票。</blockquote></p><p> <b>Roku</b></p><p><blockquote><b>Roku</b></blockquote></p><p> Unlike AMC, Roku appears to be on the right side of history. The company is capitalizing on the rise of connected TV (CTV) and streaming entertainment, which have slowly taken share from traditional options like cable and satellite. Specifically, Roku allows users to access and manage all of their streaming services (subscription and ad-supported) from one location.</p><p><blockquote>与AMC不同,Roku似乎站在历史正确的一边。该公司正在利用联网电视(CTV)和流媒体娱乐的崛起,这些电视和流媒体娱乐已经慢慢取代了有线电视和卫星等传统选择的份额。具体来说,Roku允许用户从一个位置访问和管理他们所有的流媒体服务(订阅和广告支持)。</blockquote></p><p> In large part, Roku monetizes its business through digital ad sales. That's why it acquired ad tech specialist dataxu in 2019. This move allowed Roku to combine its own first-party data with dataxu's attribution tools, creating Roku OneView -- an ad tech platform that helps marketers plan and launch data-driven campaigns across mobile, desktop, CTV, and linear TV, reaching four out of five homes in the U.S.</p><p><blockquote>在很大程度上,Roku通过数字广告销售将其业务货币化。这就是它在2019年收购广告技术专家dataxu的原因。此举使Roku能够将自己的第一方数据与dataxu的归因工具相结合,创建Roku OneView——一个广告技术平台,帮助营销人员在移动、桌面、CTV和线性电视上规划和启动数据驱动的活动,覆盖美国五分之四的家庭。</blockquote></p><p> But Roku didn't stop there. The company has also invested aggressively in its own ad-supported streaming service, The Roku Channel. For example, it acquired programming from Quibi in January, and added 30 original series to The Roku Channel in May.</p><p><blockquote>但是Roku并没有就此止步。该公司还大力投资自己的广告支持流媒体服务Roku频道。例如,它在1月份从Quibi收购了节目,并在5月份为Roku频道增加了30个原创系列。</blockquote></p><p> So far, this ad-powered growth strategy is paying off. During the first quarter of 2021, ad impressions delivered through the OneView platform nearly tripled. And the company reported record streaming on The Roku Channel in early June, following the launch of its original content.</p><p><blockquote>到目前为止,这种广告驱动的增长战略正在取得成效。在2021年第一季度,通过OneView平台提供的广告展示几乎增加了两倍。该公司报告称,在推出原创内容后,Roku频道的流媒体播放量创下了纪录。</blockquote></p><p> What's more, Roku's investments have also translated into a strong financial performance.</p><p><blockquote>更重要的是,Roku的投资也转化为强劲的财务业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c2a8b7f3c23fb2e2c17d1dc38d6b10a6\" tg-width=\"787\" tg-height=\"167\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Looking ahead, Roku should benefit from several catalysts. First and foremost, more consumers are cutting the cord each year, shifting away from traditional linear TV. As that trend plays out, Roku should continue to see strong growth for active accounts. That, in turn, should bring more advertisers to its platform, driving revenue higher.</p><p><blockquote>展望未来,Roku应该会受益于几个催化剂。首先也是最重要的是,每年都有越来越多的消费者放弃传统的线性电视。随着这一趋势的发展,Roku的活跃账户应该会继续强劲增长。这反过来会给其平台带来更多的广告商,从而推高收入。</blockquote></p><p></p><p> Likewise, Roku's pursuit of original programming could supercharge this dynamic. As it adds new entertainment options to The Roku Channel, more viewers should stream ad-supported content. If that happens, it would likely drive an even greater uptick in ad spend on the platform. That's why investors should consider adding thisgrowth stockto their portfolios.</p><p><blockquote>同样,Roku 对原创编程的追求可以增强这种动力。随着它为Roku频道增加了新的娱乐选项,更多的观众应该会观看广告支持的内容。如果发生这种情况,可能会推动该平台的广告支出进一步上升。这就是为什么投资者应该考虑将这只成长型股票添加到他们的投资组合中。</blockquote></p><p></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>Forget AMC: This Growth Stock Is a Better Buy<blockquote>忘记 AMC:这只成长型股票更值得购买</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nForget AMC: This Growth Stock Is a Better Buy<blockquote>忘记 AMC:这只成长型股票更值得购买</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-12 10:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>AMC Entertainment Holdings</b> (NYSE:AMC) has crushed the market this year, with the stock surging 2,080% since January. However, the Reddit-fueled enthusiasm surrounding AMC has also made it a very dangerous investment.</p><p><blockquote><b>AMC院线控股</b>(纽约证券交易所股票代码:AMC)今年碾压了市场,该股自 1 月份以来飙升了 2,080%。然而,Reddit 引发的围绕 AMC 的热情也使其成为一项非常危险的投资。</blockquote></p><p> Over the past six months, retail investors have orchestrated campaigns across social media, urging people to buy the stock. They've done so in the hopes of sparking ashort squeeze, an event that occurs when rising prices force short sellers to cover their position by purchasing the stock, creating a snowball effect that sends the stock price even higher.</p><p><blockquote>过去六个月,散户投资者在社交媒体上精心策划了活动,敦促人们购买该股票。他们这样做是希望引发空头挤压,当价格上涨迫使卖空者通过购买股票来回补头寸时,就会发生这种事件,从而产生滚雪球效应,使股价进一步走高。</blockquote></p><p> Unfortunately, that type of short-term thinking is tantamount to gambling. There's no guarantee it will work, and many retail investors are likely to get burned in the process. So, rather than waste money on meme stocks, investors should look for better ways to build long-term wealth. For example,<b>Roku</b>(NASDAQ:ROKU)looks like a better buy. Here's why.</p><p><blockquote>不幸的是,这种短期思维无异于赌博。不能保证它会奏效,许多散户投资者可能会在这个过程中遭受损失。因此,投资者不应该把钱浪费在迷因股票上,而应该寻找更好的方法来积累长期财富。例如,<b>Roku</b>(纳斯达克股票代码:ROKU)看起来更值得购买。原因如下。</blockquote></p><p> <b>AMC Entertainment Holdings</b></p><p><blockquote><b>AMC院线控股</b></blockquote></p><p> Before the pandemic, the movie theater industry wasn't doing so well. Between 2010 and 2019, box office revenue grew at less than 1% per year. But things got much worse when the coronavirus forced theaters to close.</p><p><blockquote>在疫情之前,电影业表现不佳。2010年至2019年间,票房收入每年增长不到1%。但当冠状病毒迫使影院关闭时,情况变得更糟。</blockquote></p><p> After shutting the doors, AMC was left with over $4.7 billion in long-term debt and $5.0 billion in lease liabilities, but virtually no income. In fact, attendance and revenue plunged 79% and 77%, respectively, last year. And despite the reopening of many theaters in the first quarter, attendance and revenue continued to fall, dropping 89% and 84%, respectively.</p><p><blockquote>关门后,AMC 留下了超过 47 亿美元的长期债务和 50 亿美元的租赁负债,但几乎没有收入。事实上,去年上座率和收入分别下降了 79% 和 77%。尽管第一季度许多影院重新开放,但上座率和收入继续下降,分别下降了89%和84%。</blockquote></p><p> Even worse, AMC was forced to issue more debt and sell new shares throughout the pandemic. And while those kept the company in business, its financial situation is now dire. Long-term debt has ballooned to $5.4 billion and the company's balance sheet is insolvent, meaning it has more liabilities than assets.</p><p><blockquote>更糟糕的是,AMC 被迫在整个疫情期间发行更多债务并出售新股。虽然这些措施让公司继续运营,但其财务状况现在很糟糕。长期债务已飙升至 54 亿美元,该公司的资产负债表已资不抵债,这意味着其负债多于资产。</blockquote></p><p> To that point, the company recently raised $1.2 billion in equity during the second quarter; and while that decision makes sense, as it allows AMC to convert its soaring share price into currency, the move also further dilutes shareholders. Notably, since the end of 2019, AMC's outstanding share count has surged 380%. Moreover, even after this recent at-the-market offering, AMC is still in trouble.</p><p><blockquote>为此,该公司最近在第二季度筹集了 12 亿美元的股权;虽然这一决定是有道理的,因为它允许 AMC 将其飙升的股价兑换成货币,但此举也进一步稀释了股东。值得注意的是,自2019年底以来,AMC的流通股数量激增了380%。此外,即使在最近的这次上市发行之后,AMC仍然陷入困境。</blockquote></p><p> In fact, in order to meet its minimum liquidity requirements (i.e. pay rent and interest), attendance must reach 85% of pre-pandemic levels by Q4 of 2021. If that doesn't happen, AMC would have to restructure its liabilities, either by liquidating assets or filing for bankruptcy.. And in either case, shareholders would \"likely suffer a total loss of their investment,\" according to management. Moreover, AMC's credit rating -- currently at Caa3 in Moody's rating system, indicating substantial risk -- would be further damaged for years. That's whyI wouldn't buy this stockwith free money.</p><p><blockquote>事实上,为了满足其最低流动性要求(即支付租金和利息),到2021年第四季度,上座率必须达到疫情前水平的85%。如果这种情况没有发生,AMC将不得不重组其负债,要么清算资产,要么申请破产..管理层表示,在这两种情况下,股东“可能会遭受全部投资损失”。此外,AMC 的信用评级(目前在穆迪评级系统中为 Caa3,表明存在巨大风险)将在未来几年内进一步受损。这就是为什么我不会用免费的钱购买这只股票。</blockquote></p><p> <b>Roku</b></p><p><blockquote><b>Roku</b></blockquote></p><p> Unlike AMC, Roku appears to be on the right side of history. The company is capitalizing on the rise of connected TV (CTV) and streaming entertainment, which have slowly taken share from traditional options like cable and satellite. Specifically, Roku allows users to access and manage all of their streaming services (subscription and ad-supported) from one location.</p><p><blockquote>与AMC不同,Roku似乎站在历史正确的一边。该公司正在利用联网电视(CTV)和流媒体娱乐的崛起,这些电视和流媒体娱乐已经慢慢取代了有线电视和卫星等传统选择的份额。具体来说,Roku允许用户从一个位置访问和管理他们所有的流媒体服务(订阅和广告支持)。</blockquote></p><p> In large part, Roku monetizes its business through digital ad sales. That's why it acquired ad tech specialist dataxu in 2019. This move allowed Roku to combine its own first-party data with dataxu's attribution tools, creating Roku OneView -- an ad tech platform that helps marketers plan and launch data-driven campaigns across mobile, desktop, CTV, and linear TV, reaching four out of five homes in the U.S.</p><p><blockquote>在很大程度上,Roku通过数字广告销售将其业务货币化。这就是它在2019年收购广告技术专家dataxu的原因。此举使Roku能够将自己的第一方数据与dataxu的归因工具相结合,创建Roku OneView——一个广告技术平台,帮助营销人员在移动、桌面、CTV和线性电视上规划和启动数据驱动的活动,覆盖美国五分之四的家庭。</blockquote></p><p> But Roku didn't stop there. The company has also invested aggressively in its own ad-supported streaming service, The Roku Channel. For example, it acquired programming from Quibi in January, and added 30 original series to The Roku Channel in May.</p><p><blockquote>但是Roku并没有就此止步。该公司还大力投资自己的广告支持流媒体服务Roku频道。例如,它在1月份从Quibi收购了节目,并在5月份为Roku频道增加了30个原创系列。</blockquote></p><p> So far, this ad-powered growth strategy is paying off. During the first quarter of 2021, ad impressions delivered through the OneView platform nearly tripled. And the company reported record streaming on The Roku Channel in early June, following the launch of its original content.</p><p><blockquote>到目前为止,这种广告驱动的增长战略正在取得成效。在2021年第一季度,通过OneView平台提供的广告展示几乎增加了两倍。该公司报告称,在推出原创内容后,Roku频道的流媒体播放量创下了纪录。</blockquote></p><p> What's more, Roku's investments have also translated into a strong financial performance.</p><p><blockquote>更重要的是,Roku的投资也转化为强劲的财务业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c2a8b7f3c23fb2e2c17d1dc38d6b10a6\" tg-width=\"787\" tg-height=\"167\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Looking ahead, Roku should benefit from several catalysts. First and foremost, more consumers are cutting the cord each year, shifting away from traditional linear TV. As that trend plays out, Roku should continue to see strong growth for active accounts. That, in turn, should bring more advertisers to its platform, driving revenue higher.</p><p><blockquote>展望未来,Roku应该会受益于几个催化剂。首先也是最重要的是,每年都有越来越多的消费者放弃传统的线性电视。随着这一趋势的发展,Roku的活跃账户应该会继续强劲增长。这反过来会给其平台带来更多的广告商,从而推高收入。</blockquote></p><p></p><p> Likewise, Roku's pursuit of original programming could supercharge this dynamic. As it adds new entertainment options to The Roku Channel, more viewers should stream ad-supported content. If that happens, it would likely drive an even greater uptick in ad spend on the platform. That's why investors should consider adding thisgrowth stockto their portfolios.</p><p><blockquote>同样,Roku 对原创编程的追求可以增强这种动力。随着它为Roku频道增加了新的娱乐选项,更多的观众应该会观看广告支持的内容。如果发生这种情况,可能会推动该平台的广告支出进一步上升。这就是为什么投资者应该考虑将这只成长型股票添加到他们的投资组合中。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/07/11/forget-meme-stock-amc-growth-stock-roku-better-buy/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2021/07/11/forget-meme-stock-amc-growth-stock-roku-better-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104664210","content_text":"AMC Entertainment Holdings (NYSE:AMC) has crushed the market this year, with the stock surging 2,080% since January. However, the Reddit-fueled enthusiasm surrounding AMC has also made it a very dangerous investment.\nOver the past six months, retail investors have orchestrated campaigns across social media, urging people to buy the stock. They've done so in the hopes of sparking ashort squeeze, an event that occurs when rising prices force short sellers to cover their position by purchasing the stock, creating a snowball effect that sends the stock price even higher.\nUnfortunately, that type of short-term thinking is tantamount to gambling. There's no guarantee it will work, and many retail investors are likely to get burned in the process. So, rather than waste money on meme stocks, investors should look for better ways to build long-term wealth. For example,Roku(NASDAQ:ROKU)looks like a better buy. Here's why.\nAMC Entertainment Holdings\nBefore the pandemic, the movie theater industry wasn't doing so well. Between 2010 and 2019, box office revenue grew at less than 1% per year. But things got much worse when the coronavirus forced theaters to close.\nAfter shutting the doors, AMC was left with over $4.7 billion in long-term debt and $5.0 billion in lease liabilities, but virtually no income. In fact, attendance and revenue plunged 79% and 77%, respectively, last year. And despite the reopening of many theaters in the first quarter, attendance and revenue continued to fall, dropping 89% and 84%, respectively.\nEven worse, AMC was forced to issue more debt and sell new shares throughout the pandemic. And while those kept the company in business, its financial situation is now dire. Long-term debt has ballooned to $5.4 billion and the company's balance sheet is insolvent, meaning it has more liabilities than assets.\nTo that point, the company recently raised $1.2 billion in equity during the second quarter; and while that decision makes sense, as it allows AMC to convert its soaring share price into currency, the move also further dilutes shareholders. Notably, since the end of 2019, AMC's outstanding share count has surged 380%. Moreover, even after this recent at-the-market offering, AMC is still in trouble.\nIn fact, in order to meet its minimum liquidity requirements (i.e. pay rent and interest), attendance must reach 85% of pre-pandemic levels by Q4 of 2021. If that doesn't happen, AMC would have to restructure its liabilities, either by liquidating assets or filing for bankruptcy.. And in either case, shareholders would \"likely suffer a total loss of their investment,\" according to management. Moreover, AMC's credit rating -- currently at Caa3 in Moody's rating system, indicating substantial risk -- would be further damaged for years. That's whyI wouldn't buy this stockwith free money.\nRoku\nUnlike AMC, Roku appears to be on the right side of history. The company is capitalizing on the rise of connected TV (CTV) and streaming entertainment, which have slowly taken share from traditional options like cable and satellite. Specifically, Roku allows users to access and manage all of their streaming services (subscription and ad-supported) from one location.\nIn large part, Roku monetizes its business through digital ad sales. That's why it acquired ad tech specialist dataxu in 2019. This move allowed Roku to combine its own first-party data with dataxu's attribution tools, creating Roku OneView -- an ad tech platform that helps marketers plan and launch data-driven campaigns across mobile, desktop, CTV, and linear TV, reaching four out of five homes in the U.S.\nBut Roku didn't stop there. The company has also invested aggressively in its own ad-supported streaming service, The Roku Channel. For example, it acquired programming from Quibi in January, and added 30 original series to The Roku Channel in May.\nSo far, this ad-powered growth strategy is paying off. During the first quarter of 2021, ad impressions delivered through the OneView platform nearly tripled. And the company reported record streaming on The Roku Channel in early June, following the launch of its original content.\nWhat's more, Roku's investments have also translated into a strong financial performance.\n\nLooking ahead, Roku should benefit from several catalysts. First and foremost, more consumers are cutting the cord each year, shifting away from traditional linear TV. As that trend plays out, Roku should continue to see strong growth for active accounts. That, in turn, should bring more advertisers to its platform, driving revenue higher.\nLikewise, Roku's pursuit of original programming could supercharge this dynamic. As it adds new entertainment options to The Roku Channel, more viewers should stream ad-supported content. If that happens, it would likely drive an even greater uptick in ad spend on the platform. That's why investors should consider adding thisgrowth stockto their portfolios.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":840,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ROKU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/146188256"}
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