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Good luck everybody..
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274307ea
2021-02-25
Tough money is here
The days of easy money in the stock market are now over<blockquote>股市轻松赚钱的日子现已结束</blockquote>
274307ea
2021-02-20
Exciting news
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274307ea
2021-02-07
Keep buying..
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274307ea
2021-02-15
I think oil will stabilise at this level
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274307ea
2021-02-14
Thanks and noted
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274307ea
2021-02-09
Unbelievable!
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274307ea
2021-02-19
Hope for the best
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274307ea
2021-02-08
I hope small traders will win
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274307ea
2021-02-08
Lets see tonight
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274307ea
2021-02-08
Interesting..!
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274307ea
2021-02-08
Nice!
5 Stocks That Can Double in a Biden Bull Market<blockquote>拜登牛市中可以翻倍的5只股票</blockquote>
274307ea
2021-02-07
Definitely going up
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Lucid’s SPAC and ARK Invest’s ETFs carry the whiff of the late-199","content":"<p>Get ready for a return to normal. Lucid’s SPAC and ARK Invest’s ETFs carry the whiff of the late-1990s technology bubble.</p><p><blockquote>准备好恢复正常吧。Lucid的SPAC和ARK Invest的ETF带有20世纪90年代末科技泡沫的气息。</blockquote></p><p> Ignore stock valuations and companies’ fundamentals at your peril.</p><p><blockquote>忽视股票估值和公司基本面,后果自负。</blockquote></p><p> Churchill Capital Corp. ,a special purpose acquisition company (SPAC) that had been rumored to merge with a Tesla-wannabe, Lucid Motors, finally announced Monday night that it is indeed going to do so. And in a classic Wall Street reaction, the market “sold the news” after long having “bought the rumor.”</p><p><blockquote>Churchill Capital Corp.是一家特殊目的收购公司(SPAC),曾有传言称将与特斯拉的追随者Lucid Motors合并,周一晚上终于宣布确实会这样做。在华尔街的典型反应中,市场在长期“买入谣言”后“卖出消息”。</blockquote></p><p> CCIV was up 500% from when it went public as a blank-check company, and today the stock market has wiped half of what its market value was perceived to be Monday at noon. This is a stock that I had warned about earlier this month as one of the many “Random Number Generators” (RNGs) that should be avoided. People and institutions who had for weeks been buying CCIV at $40, $50, $60 or even $70 per share have suddenly seen a huge wipeout of value.</p><p><blockquote>CCIV较作为空白支票公司上市时上涨了500%,今天股市已经抹去了周一中午预期市值的一半。本月早些时候,我曾警告过这只股票是应避免的众多“随机数生成器”(RNG)之一。几周来一直以每股40美元、50美元、60美元甚至70美元的价格购买CCIV的人和机构突然发现价值大幅缩水。</blockquote></p><p> They’re now, maybe, looking around at their other RNG SPACs and wondering if they should actually look at the valuations.</p><p><blockquote>他们现在可能正在环顾其他RNG SPAC,并想知道是否真的应该看看估值。</blockquote></p><p> Reviewing this week’s ugly stock-market action in a broader context, you might note that Tesla Inc. at $900 — after the company reported a not-so-great quarter that included some questions about gross margin expansion — is looking like it could have been a top-maker itself.</p><p><blockquote>在更广泛的背景下回顾本周丑陋的股市走势,您可能会注意到,特斯拉公司的股价为900美元——此前该公司报告了一个不太好的季度,其中包括一些有关毛利率扩张的问题——看起来可能已经是顶级制造商本身。</blockquote></p><p> Many questionable EV stocks continued to rally for a week or two before getting their comeuppance this week. At least for a day or two. It will be interesting to look back in a month to see what the non-TSLA EV stocks do from here. I expect most to move much lower even than today’s quotes, which are much lower than last week’s quotes.</p><p><blockquote>许多有问题的电动汽车股票在本周受到惩罚之前持续上涨了一两周。至少一两天。一个月后回顾一下非特斯拉电动汽车股票的表现将会很有趣。我预计大多数价格甚至会比今天的报价低得多,今天的报价比上周的报价低得多。</blockquote></p><p> <b>Piling into ARK</b></p><p><blockquote><b>堆积成方舟</b></blockquote></p><p> These days everybody wants to be Cathie Wood from ARK Invest. She was an early bull on Tesla and bitcoinBTCUSD,6.03%and some of the the other themes that long-time followers of mine and I got into even earlier than she did. Her actively managed ETF, ARK Innovation ETF being the most famous, has performed very well, and her commentary has been spot on for a couple years now.</p><p><blockquote>如今,每个人都想成为方舟投资公司的凯西·伍德。她是特斯拉和比特币BTCUSD、6.03%以及我和我的长期追随者甚至比她更早进入的其他一些主题的早期看涨者。她的主动管理型ETF(最著名的ARK Innovation ETF)表现非常好,几年来她的评论一直准确无误。</blockquote></p><p> But I have bad news. Even as I am a fan of Cathie’s and wish her and her investors all the best, I can’t help but think of the story of George Gilder, with whom I’ve become friends in the decades since I wrote this in 2001 for TheStreet.com. (I just realized this article was published just two weeks after 9/11.):</p><p><blockquote>但我有个坏消息。尽管我是Cathie's的粉丝并祝愿她和她的投资者一切顺利,但我还是忍不住想起了乔治·吉尔德(George Gilder)的故事,自从我2001年为TheStreet.com撰写这篇文章以来,我已经和他成为了几十年的朋友。(我刚刚意识到这篇文章是在9/11后两周发表的。):</blockquote></p><p> <i>“Investors need to heed a few rules when evaluating companies in their portfolio: Cash is king, as cash flow becomes increasingly difficult to judge on an ongoing basis. As such, a simple glance at a company’s balance sheet can tell you a lot about whether it’s worthy of investment. Now that the huge daily run-ups of telco stocks are gone forever, the potential rewards of any business with questionable viability aren’t worth the risk of your capital. Look for real revenue on the books. As tech guru George Gilder and his followers have learned (at least, I hope they have by now), great technology doesn’t translate into a great investment. Companies need sales channels, and they need products for which there are immediate uses. You might be surprised that I didn’t mention profitability in that list. Profitability is naturally important, but even companies like Cisco probably won’t be profitable this quarter and perhaps for several more, as they’ll have to continue aligning capacity, employees and inventory with demand.</i></p><p><blockquote><i>“投资者在评估投资组合中的公司时需要注意一些规则:现金为王,因为现金流变得越来越难以持续判断。因此,简单浏览一下公司的资产负债表就可以告诉你很多关于它是否值得投资。既然电信股票每日大幅上涨的情况已经一去不复返了,任何生存能力值得怀疑的企业的潜在回报都不值得你冒资本风险。寻找账面上的实际收入。正如科技大师乔治·吉尔德和他的追随者所认识到的(至少,我希望他们现在已经认识到了),伟大的技术并不能转化为伟大的投资。公司需要销售渠道,他们需要有直接用途的产品。你可能会惊讶我没有在列表中提到盈利能力。盈利能力自然很重要,但即使是像思科这样的公司也可能无法在本季度甚至更长时间内实现盈利,因为他们必须继续根据需求调整产能、员工和库存。</i></blockquote></p><p> <i>Let me repeat the caveat here: You’ll never see the type of returns, at least in telecom and telecom-tech stocks, that we saw almost daily in the late 1990s. That’s another reason why these tech mutual fund guys, who keep preaching to stay the course, will take forever to get back to even.”</i></p><p><blockquote><i>让我在这里重复一遍警告:你永远不会看到我们在20世纪90年代末几乎每天都能看到的那种回报,至少在电信和电信科技股票中是这样。这就是为什么这些科技共同基金人士不断宣扬坚持到底,却需要很长时间才能恢复平衡的另一个原因。”</i></blockquote></p><p> <b>The hangover</b></p><p><blockquote><b>宿醉</b></blockquote></p><p> Telecom and telecom-tech stocks never again saw the kind of returns they did back in the late 1990s. I think the same can be said of EV stocks and many other of the favorites that Cathie Wood and her crowd of blind followers are these days plowing into as they put their money to work regardless of valuations.</p><p><blockquote>电信和电信科技股再也没有看到20世纪90年代末那样的回报。我认为电动汽车股票以及凯西·伍德(Cathie Wood)和她的一群盲目追随者最近投入的许多其他最爱股票也是如此,因为他们不顾估值而投入资金。</blockquote></p><p> Here’s what George had to say in 2002:</p><p><blockquote>以下是乔治在2002年所说的话:</blockquote></p><p></p><p> <i>“In retrospect, it’s obvious that I should’ve subtly said, ‘Hey, things have gotten out of hand at JDS Uniphase, and it’s not worth what you’d have to pay for it,’” he says. Each month, he thought about providing a warning to his subscribers, and he decided against it every time. He had witnessed firsthand what others had dubbed the “Gilder effect”: the steep spike in a stock after he added that company to his list. It wasn’t unheard of for the price of a stock to jump by more than 50 percent within an hour of a newsletter’s release. If I had said, ‘Hey, this is a top, you should all sell,’ it would’ve been a cataclysmic event,” he says. “I’d think about telling people that they should sell half their holdings, and each time I’d conclude that my subscribers would be enraged. I also wondered what I’d precipitate if I did it.” Fully 50 percent of his readers had signed up for the report at what Gilder now calls the “hysterical peak” of the market. “Half of my subscribers would have been eternally grateful [for a warning], but the other half – the new ones – would’ve been enraged because they had just come in,” he says. “It was quite terrifying. I really didn’t know what to do.” In the end he did nothing. And soon enough, he had an entirely new set of distractions to fret over. “In the past, we’d sell out our investor conferences within two weeks,” Gilder says. “But in 2001, we sent out the same literature and the same invitations, and five or seven people signed up.” He lost the deposits that were placed to reserve hotel space for the gatherings. Newsletter renewal rates plummeted. A huge tax bill came due. By spring 2002, he’d laid off nearly half of his staff. “You can be just fabulously flush one moment, and then the next, you can’t make that last million-dollar payment to your partners, and there’s suddenly a lien on your house,” he says.</i></p><p><blockquote><i>“回想起来,很明显我应该巧妙地说,‘嘿,JDS Uniphase的事情已经失控了,不值得你为此付出代价,’”他说。每个月,他都考虑向他的订户提供警告,但每次他都决定不这样做。他亲眼目睹了其他人所说的“吉尔德效应”:在他将一家公司加入他的名单后,该公司的股票急剧上涨。股票价格在时事通讯发布后一小时内上涨超过50%的情况并非闻所未闻。如果我说,‘嘿,这是一个顶部,你们都应该卖出’,这将是一个灾难性的事件,”他说。“我会考虑告诉人们他们应该卖掉一半的股份,每次我都会得出结论,我的订阅者会被激怒。我也想知道如果我这么做了会导致什么后果。”在吉尔德现在评级的市场“歇斯底里的高峰”,他的读者中有整整50%都报名阅读了这份报告。“我的一半订户会永远感激[警告],但另一半——新订户——会被激怒,因为他们刚刚进来,”他说。“太可怕了,我真的不知道该怎么办了。”最后他什么也没做。很快,他就有了一系列全新的干扰。“过去,我们的投资者会议会在两周内售罄,”吉尔德说。“但在2001年,我们发出同样的文献,同样的邀请函,就有五七个人报名。”他失去了为聚会预留酒店空间的押金。简讯续订率直线下降。一笔巨额税单到期了。到2002年春天,他已经解雇了近一半的员工。“你可能前一刻还非常富有,下一刻,你就无法向你的合作伙伴支付最后一百万美元,然后你的房子突然就被留置权了,”他说。</i></blockquote></p><p> Many of the best stocks on George’s list at the top in 1999 ended up going down 99% or more. Many went to zero, even as their technologies and ideas carried on and built the internet we all use every day now.</p><p><blockquote>1999年乔治排行榜上名列前茅的许多最佳股票最终下跌了99%或更多。许多人归零,即使他们的技术和想法继续发展,并建立了我们现在每天都在使用的互联网。</blockquote></p><p> CCIV is likely a harbinger of more pain for those who ignore valuations and fundamentals.</p><p><blockquote>对于那些忽视估值和基本面的人来说,CCIV可能预示着更多痛苦。</blockquote></p><p></p>","source":"market_watch","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>The days of easy money in the stock market are now over<blockquote>股市轻松赚钱的日子现已结束</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\">\nThe days of easy money in the stock market are now over<blockquote>股市轻松赚钱的日子现已结束</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-02-24 17:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Get ready for a return to normal. Lucid’s SPAC and ARK Invest’s ETFs carry the whiff of the late-1990s technology bubble.</p><p><blockquote>准备好恢复正常吧。Lucid的SPAC和ARK Invest的ETF带有20世纪90年代末科技泡沫的气息。</blockquote></p><p> Ignore stock valuations and companies’ fundamentals at your peril.</p><p><blockquote>忽视股票估值和公司基本面,后果自负。</blockquote></p><p> Churchill Capital Corp. ,a special purpose acquisition company (SPAC) that had been rumored to merge with a Tesla-wannabe, Lucid Motors, finally announced Monday night that it is indeed going to do so. And in a classic Wall Street reaction, the market “sold the news” after long having “bought the rumor.”</p><p><blockquote>Churchill Capital Corp.是一家特殊目的收购公司(SPAC),曾有传言称将与特斯拉的追随者Lucid Motors合并,周一晚上终于宣布确实会这样做。在华尔街的典型反应中,市场在长期“买入谣言”后“卖出消息”。</blockquote></p><p> CCIV was up 500% from when it went public as a blank-check company, and today the stock market has wiped half of what its market value was perceived to be Monday at noon. This is a stock that I had warned about earlier this month as one of the many “Random Number Generators” (RNGs) that should be avoided. People and institutions who had for weeks been buying CCIV at $40, $50, $60 or even $70 per share have suddenly seen a huge wipeout of value.</p><p><blockquote>CCIV较作为空白支票公司上市时上涨了500%,今天股市已经抹去了周一中午预期市值的一半。本月早些时候,我曾警告过这只股票是应避免的众多“随机数生成器”(RNG)之一。几周来一直以每股40美元、50美元、60美元甚至70美元的价格购买CCIV的人和机构突然发现价值大幅缩水。</blockquote></p><p> They’re now, maybe, looking around at their other RNG SPACs and wondering if they should actually look at the valuations.</p><p><blockquote>他们现在可能正在环顾其他RNG SPAC,并想知道是否真的应该看看估值。</blockquote></p><p> Reviewing this week’s ugly stock-market action in a broader context, you might note that Tesla Inc. at $900 — after the company reported a not-so-great quarter that included some questions about gross margin expansion — is looking like it could have been a top-maker itself.</p><p><blockquote>在更广泛的背景下回顾本周丑陋的股市走势,您可能会注意到,特斯拉公司的股价为900美元——此前该公司报告了一个不太好的季度,其中包括一些有关毛利率扩张的问题——看起来可能已经是顶级制造商本身。</blockquote></p><p> Many questionable EV stocks continued to rally for a week or two before getting their comeuppance this week. At least for a day or two. It will be interesting to look back in a month to see what the non-TSLA EV stocks do from here. I expect most to move much lower even than today’s quotes, which are much lower than last week’s quotes.</p><p><blockquote>许多有问题的电动汽车股票在本周受到惩罚之前持续上涨了一两周。至少一两天。一个月后回顾一下非特斯拉电动汽车股票的表现将会很有趣。我预计大多数价格甚至会比今天的报价低得多,今天的报价比上周的报价低得多。</blockquote></p><p> <b>Piling into ARK</b></p><p><blockquote><b>堆积成方舟</b></blockquote></p><p> These days everybody wants to be Cathie Wood from ARK Invest. She was an early bull on Tesla and bitcoinBTCUSD,6.03%and some of the the other themes that long-time followers of mine and I got into even earlier than she did. Her actively managed ETF, ARK Innovation ETF being the most famous, has performed very well, and her commentary has been spot on for a couple years now.</p><p><blockquote>如今,每个人都想成为方舟投资公司的凯西·伍德。她是特斯拉和比特币BTCUSD、6.03%以及我和我的长期追随者甚至比她更早进入的其他一些主题的早期看涨者。她的主动管理型ETF(最著名的ARK Innovation ETF)表现非常好,几年来她的评论一直准确无误。</blockquote></p><p> But I have bad news. Even as I am a fan of Cathie’s and wish her and her investors all the best, I can’t help but think of the story of George Gilder, with whom I’ve become friends in the decades since I wrote this in 2001 for TheStreet.com. (I just realized this article was published just two weeks after 9/11.):</p><p><blockquote>但我有个坏消息。尽管我是Cathie's的粉丝并祝愿她和她的投资者一切顺利,但我还是忍不住想起了乔治·吉尔德(George Gilder)的故事,自从我2001年为TheStreet.com撰写这篇文章以来,我已经和他成为了几十年的朋友。(我刚刚意识到这篇文章是在9/11后两周发表的。):</blockquote></p><p> <i>“Investors need to heed a few rules when evaluating companies in their portfolio: Cash is king, as cash flow becomes increasingly difficult to judge on an ongoing basis. As such, a simple glance at a company’s balance sheet can tell you a lot about whether it’s worthy of investment. Now that the huge daily run-ups of telco stocks are gone forever, the potential rewards of any business with questionable viability aren’t worth the risk of your capital. Look for real revenue on the books. As tech guru George Gilder and his followers have learned (at least, I hope they have by now), great technology doesn’t translate into a great investment. Companies need sales channels, and they need products for which there are immediate uses. You might be surprised that I didn’t mention profitability in that list. Profitability is naturally important, but even companies like Cisco probably won’t be profitable this quarter and perhaps for several more, as they’ll have to continue aligning capacity, employees and inventory with demand.</i></p><p><blockquote><i>“投资者在评估投资组合中的公司时需要注意一些规则:现金为王,因为现金流变得越来越难以持续判断。因此,简单浏览一下公司的资产负债表就可以告诉你很多关于它是否值得投资。既然电信股票每日大幅上涨的情况已经一去不复返了,任何生存能力值得怀疑的企业的潜在回报都不值得你冒资本风险。寻找账面上的实际收入。正如科技大师乔治·吉尔德和他的追随者所认识到的(至少,我希望他们现在已经认识到了),伟大的技术并不能转化为伟大的投资。公司需要销售渠道,他们需要有直接用途的产品。你可能会惊讶我没有在列表中提到盈利能力。盈利能力自然很重要,但即使是像思科这样的公司也可能无法在本季度甚至更长时间内实现盈利,因为他们必须继续根据需求调整产能、员工和库存。</i></blockquote></p><p> <i>Let me repeat the caveat here: You’ll never see the type of returns, at least in telecom and telecom-tech stocks, that we saw almost daily in the late 1990s. That’s another reason why these tech mutual fund guys, who keep preaching to stay the course, will take forever to get back to even.”</i></p><p><blockquote><i>让我在这里重复一遍警告:你永远不会看到我们在20世纪90年代末几乎每天都能看到的那种回报,至少在电信和电信科技股票中是这样。这就是为什么这些科技共同基金人士不断宣扬坚持到底,却需要很长时间才能恢复平衡的另一个原因。”</i></blockquote></p><p> <b>The hangover</b></p><p><blockquote><b>宿醉</b></blockquote></p><p> Telecom and telecom-tech stocks never again saw the kind of returns they did back in the late 1990s. I think the same can be said of EV stocks and many other of the favorites that Cathie Wood and her crowd of blind followers are these days plowing into as they put their money to work regardless of valuations.</p><p><blockquote>电信和电信科技股再也没有看到20世纪90年代末那样的回报。我认为电动汽车股票以及凯西·伍德(Cathie Wood)和她的一群盲目追随者最近投入的许多其他最爱股票也是如此,因为他们不顾估值而投入资金。</blockquote></p><p> Here’s what George had to say in 2002:</p><p><blockquote>以下是乔治在2002年所说的话:</blockquote></p><p></p><p> <i>“In retrospect, it’s obvious that I should’ve subtly said, ‘Hey, things have gotten out of hand at JDS Uniphase, and it’s not worth what you’d have to pay for it,’” he says. Each month, he thought about providing a warning to his subscribers, and he decided against it every time. He had witnessed firsthand what others had dubbed the “Gilder effect”: the steep spike in a stock after he added that company to his list. It wasn’t unheard of for the price of a stock to jump by more than 50 percent within an hour of a newsletter’s release. If I had said, ‘Hey, this is a top, you should all sell,’ it would’ve been a cataclysmic event,” he says. “I’d think about telling people that they should sell half their holdings, and each time I’d conclude that my subscribers would be enraged. I also wondered what I’d precipitate if I did it.” Fully 50 percent of his readers had signed up for the report at what Gilder now calls the “hysterical peak” of the market. “Half of my subscribers would have been eternally grateful [for a warning], but the other half – the new ones – would’ve been enraged because they had just come in,” he says. “It was quite terrifying. I really didn’t know what to do.” In the end he did nothing. And soon enough, he had an entirely new set of distractions to fret over. “In the past, we’d sell out our investor conferences within two weeks,” Gilder says. “But in 2001, we sent out the same literature and the same invitations, and five or seven people signed up.” He lost the deposits that were placed to reserve hotel space for the gatherings. Newsletter renewal rates plummeted. A huge tax bill came due. By spring 2002, he’d laid off nearly half of his staff. “You can be just fabulously flush one moment, and then the next, you can’t make that last million-dollar payment to your partners, and there’s suddenly a lien on your house,” he says.</i></p><p><blockquote><i>“回想起来,很明显我应该巧妙地说,‘嘿,JDS Uniphase的事情已经失控了,不值得你为此付出代价,’”他说。每个月,他都考虑向他的订户提供警告,但每次他都决定不这样做。他亲眼目睹了其他人所说的“吉尔德效应”:在他将一家公司加入他的名单后,该公司的股票急剧上涨。股票价格在时事通讯发布后一小时内上涨超过50%的情况并非闻所未闻。如果我说,‘嘿,这是一个顶部,你们都应该卖出’,这将是一个灾难性的事件,”他说。“我会考虑告诉人们他们应该卖掉一半的股份,每次我都会得出结论,我的订阅者会被激怒。我也想知道如果我这么做了会导致什么后果。”在吉尔德现在评级的市场“歇斯底里的高峰”,他的读者中有整整50%都报名阅读了这份报告。“我的一半订户会永远感激[警告],但另一半——新订户——会被激怒,因为他们刚刚进来,”他说。“太可怕了,我真的不知道该怎么办了。”最后他什么也没做。很快,他就有了一系列全新的干扰。“过去,我们的投资者会议会在两周内售罄,”吉尔德说。“但在2001年,我们发出同样的文献,同样的邀请函,就有五七个人报名。”他失去了为聚会预留酒店空间的押金。简讯续订率直线下降。一笔巨额税单到期了。到2002年春天,他已经解雇了近一半的员工。“你可能前一刻还非常富有,下一刻,你就无法向你的合作伙伴支付最后一百万美元,然后你的房子突然就被留置权了,”他说。</i></blockquote></p><p> Many of the best stocks on George’s list at the top in 1999 ended up going down 99% or more. Many went to zero, even as their technologies and ideas carried on and built the internet we all use every day now.</p><p><blockquote>1999年乔治排行榜上名列前茅的许多最佳股票最终下跌了99%或更多。许多人归零,即使他们的技术和想法继续发展,并建立了我们现在每天都在使用的互联网。</blockquote></p><p> CCIV is likely a harbinger of more pain for those who ignore valuations and fundamentals.</p><p><blockquote>对于那些忽视估值和基本面的人来说,CCIV可能预示着更多痛苦。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/the-days-of-easy-money-in-the-stock-market-are-now-over-11614104263?mod=home-page\">MarketWatch</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":{"TSLA":"特斯拉",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","ARKK":"ARK Innovation ETF"},"source_url":"https://www.marketwatch.com/story/the-days-of-easy-money-in-the-stock-market-are-now-over-11614104263?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1197533827","content_text":"Get ready for a return to normal. Lucid’s SPAC and ARK Invest’s ETFs carry the whiff of the late-1990s technology bubble.\nIgnore stock valuations and companies’ fundamentals at your peril.\nChurchill Capital Corp. ,a special purpose acquisition company (SPAC) that had been rumored to merge with a Tesla-wannabe, Lucid Motors, finally announced Monday night that it is indeed going to do so. And in a classic Wall Street reaction, the market “sold the news” after long having “bought the rumor.”\nCCIV was up 500% from when it went public as a blank-check company, and today the stock market has wiped half of what its market value was perceived to be Monday at noon. This is a stock that I had warned about earlier this month as one of the many “Random Number Generators” (RNGs) that should be avoided. People and institutions who had for weeks been buying CCIV at $40, $50, $60 or even $70 per share have suddenly seen a huge wipeout of value.\nThey’re now, maybe, looking around at their other RNG SPACs and wondering if they should actually look at the valuations.\nReviewing this week’s ugly stock-market action in a broader context, you might note that Tesla Inc. at $900 — after the company reported a not-so-great quarter that included some questions about gross margin expansion — is looking like it could have been a top-maker itself.\nMany questionable EV stocks continued to rally for a week or two before getting their comeuppance this week. At least for a day or two. It will be interesting to look back in a month to see what the non-TSLA EV stocks do from here. I expect most to move much lower even than today’s quotes, which are much lower than last week’s quotes.\nPiling into ARK\nThese days everybody wants to be Cathie Wood from ARK Invest. She was an early bull on Tesla and bitcoinBTCUSD,6.03%and some of the the other themes that long-time followers of mine and I got into even earlier than she did. Her actively managed ETF, ARK Innovation ETF being the most famous, has performed very well, and her commentary has been spot on for a couple years now.\nBut I have bad news. Even as I am a fan of Cathie’s and wish her and her investors all the best, I can’t help but think of the story of George Gilder, with whom I’ve become friends in the decades since I wrote this in 2001 for TheStreet.com. (I just realized this article was published just two weeks after 9/11.):\n“Investors need to heed a few rules when evaluating companies in their portfolio: Cash is king, as cash flow becomes increasingly difficult to judge on an ongoing basis. As such, a simple glance at a company’s balance sheet can tell you a lot about whether it’s worthy of investment. Now that the huge daily run-ups of telco stocks are gone forever, the potential rewards of any business with questionable viability aren’t worth the risk of your capital. Look for real revenue on the books. As tech guru George Gilder and his followers have learned (at least, I hope they have by now), great technology doesn’t translate into a great investment. Companies need sales channels, and they need products for which there are immediate uses. You might be surprised that I didn’t mention profitability in that list. Profitability is naturally important, but even companies like Cisco probably won’t be profitable this quarter and perhaps for several more, as they’ll have to continue aligning capacity, employees and inventory with demand.\nLet me repeat the caveat here: You’ll never see the type of returns, at least in telecom and telecom-tech stocks, that we saw almost daily in the late 1990s. That’s another reason why these tech mutual fund guys, who keep preaching to stay the course, will take forever to get back to even.”\nThe hangover\nTelecom and telecom-tech stocks never again saw the kind of returns they did back in the late 1990s. I think the same can be said of EV stocks and many other of the favorites that Cathie Wood and her crowd of blind followers are these days plowing into as they put their money to work regardless of valuations.\nHere’s what George had to say in 2002:\n“In retrospect, it’s obvious that I should’ve subtly said, ‘Hey, things have gotten out of hand at JDS Uniphase, and it’s not worth what you’d have to pay for it,’” he says. Each month, he thought about providing a warning to his subscribers, and he decided against it every time. He had witnessed firsthand what others had dubbed the “Gilder effect”: the steep spike in a stock after he added that company to his list. It wasn’t unheard of for the price of a stock to jump by more than 50 percent within an hour of a newsletter’s release. If I had said, ‘Hey, this is a top, you should all sell,’ it would’ve been a cataclysmic event,” he says. “I’d think about telling people that they should sell half their holdings, and each time I’d conclude that my subscribers would be enraged. I also wondered what I’d precipitate if I did it.” Fully 50 percent of his readers had signed up for the report at what Gilder now calls the “hysterical peak” of the market. “Half of my subscribers would have been eternally grateful [for a warning], but the other half – the new ones – would’ve been enraged because they had just come in,” he says. “It was quite terrifying. I really didn’t know what to do.” In the end he did nothing. And soon enough, he had an entirely new set of distractions to fret over. “In the past, we’d sell out our investor conferences within two weeks,” Gilder says. “But in 2001, we sent out the same literature and the same invitations, and five or seven people signed up.” He lost the deposits that were placed to reserve hotel space for the gatherings. Newsletter renewal rates plummeted. A huge tax bill came due. By spring 2002, he’d laid off nearly half of his staff. “You can be just fabulously flush one moment, and then the next, you can’t make that last million-dollar payment to your partners, and there’s suddenly a lien on your house,” he says.\nMany of the best stocks on George’s list at the top in 1999 ended up going down 99% or more. Many went to zero, even as their technologies and ideas carried on and built the internet we all use every day now.\nCCIV is likely a harbinger of more pain for those who ignore valuations and fundamentals.","news_type":1,"symbols_score_info":{".SPX":0.9,"ARKK":0.9,".DJI":0.9,"TSLA":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387546922,"gmtCreate":1613760859466,"gmtModify":1634552318438,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575590418779651","authorIdStr":"3575590418779651"},"themes":[],"htmlText":"Exciting news","listText":"Exciting news","text":"Exciting news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/387546922","repostId":"1131795735","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384438048,"gmtCreate":1613664977484,"gmtModify":1634552704827,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575590418779651","authorIdStr":"3575590418779651"},"themes":[],"htmlText":"Hope for the best","listText":"Hope for the best","text":"Hope for the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384438048","repostId":"2112869210","repostType":4,"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382147442,"gmtCreate":1613397514886,"gmtModify":1634553766311,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575590418779651","authorIdStr":"3575590418779651"},"themes":[],"htmlText":"I think oil will stabilise at this level ","listText":"I think oil will stabilise at this level ","text":"I think oil will stabilise at this level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382147442","repostId":"2110904027","repostType":4,"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386716634,"gmtCreate":1613273430228,"gmtModify":1634554047384,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575590418779651","authorIdStr":"3575590418779651"},"themes":[],"htmlText":"Thanks and noted","listText":"Thanks and noted","text":"Thanks and noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386716634","repostId":"2110026963","repostType":4,"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383081574,"gmtCreate":1612806929798,"gmtModify":1703765410112,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575590418779651","authorIdStr":"3575590418779651"},"themes":[],"htmlText":"Unbelievable! ","listText":"Unbelievable! ","text":"Unbelievable!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383081574","repostId":"1133468331","repostType":4,"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389614335,"gmtCreate":1612764470527,"gmtModify":1703764715398,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575590418779651","authorIdStr":"3575590418779651"},"themes":[],"htmlText":"I hope small traders will win","listText":"I hope small traders will win","text":"I hope small traders will win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389614335","repostId":"1111834799","repostType":4,"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389699646,"gmtCreate":1612759917885,"gmtModify":1703764677288,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575590418779651","authorIdStr":"3575590418779651"},"themes":[],"htmlText":"Lets see tonight","listText":"Lets see tonight","text":"Lets see tonight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389699646","repostId":"1133877733","repostType":4,"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389699860,"gmtCreate":1612759873550,"gmtModify":1703764676946,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575590418779651","authorIdStr":"3575590418779651"},"themes":[],"htmlText":"Interesting..!","listText":"Interesting..!","text":"Interesting..!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389699860","repostId":"1186107514","repostType":4,"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389699067,"gmtCreate":1612759775359,"gmtModify":1703764676433,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575590418779651","authorIdStr":"3575590418779651"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389699067","repostId":"1179734635","repostType":4,"repost":{"id":"1179734635","kind":"news","pubTimestamp":1612753999,"share":"https://www.laohu8.com/m/news/1179734635?lang=zh_CN&edition=full","pubTime":"2021-02-08 11:13","market":"us","language":"en","title":"5 Stocks That Can Double in a Biden Bull Market<blockquote>拜登牛市中可以翻倍的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179734635","media":"The Motley Fool","summary":"The conditions are ripe for an explosive bull market to take shape under the new administration.\nThe","content":"<p>The conditions are ripe for an explosive bull market to take shape under the new administration.</p><p><blockquote>在新政府的领导下,爆炸性牛市的条件已经成熟。</blockquote></p><p> The stage is set for a potentially epic bull market to take shape with Joe Biden in the White House.</p><p><blockquote>随着乔·拜登入主白宫,一场潜在的史诗般的牛市即将形成。</blockquote></p><p> Volatility remains high and the U.S. economy is still finding its footing after one of the steepest recessions in decades. Still, historically low lending rates, ongoing quantitative easing measures from the Federal Reserve, and multiple rounds of fiscal stimulus from Washington could light a fire under equities. With access to cheap capital, growth stocks with clear-cut competitive advantages should face few hurdles.</p><p><blockquote>波动性仍然很高,美国经济在经历了几十年来最严重的衰退之一后仍在站稳脚跟。尽管如此,处于历史低位的贷款利率、美联储持续的量化宽松措施以及华盛顿的多轮财政刺激措施可能会点燃股市的火焰。由于能够获得廉价资本,具有明显竞争优势的成长型股票应该不会面临什么障碍。</blockquote></p><p> If you're looking to grow your wealth by taking advantage of what could be an explosive Biden bull market, the following five stocks could be just what you need to double your money.</p><p><blockquote>如果您想利用拜登爆炸性牛市来增加财富,那么以下五只股票可能正是您让资金翻倍所需的。</blockquote></p><p> <b>Fastly</b></p><p><blockquote><b>快速地</b></blockquote></p><p> Let's begin with edge cloud services provider <b>Fastly</b>(NYSE:FSLY). This company is responsible for securely and expeditiously delivering content to end users. It's benefited nicely from businesses shifting their traffic online, a long-term trend that the pandemic accelerated. Fastly has proven to be a go-to edge cloud provider, and willcontinue to be as online traffic surgesin the years to come.</p><p><blockquote>让我们从边缘云服务提供商开始<b>快速地</b>(纽约证券交易所代码:FSLY)。该公司负责安全、快速地向最终用户交付内容。它很好地受益于企业将流量转移到网上,这是疫情加速的一个长期趋势。事实证明,Fastly是首选的边缘云提供商,并将在未来几年随着在线流量的激增而继续如此。</blockquote></p><p> Fastly growth from existing clients is extremely impressive. Even after TikTok parent ByteDance pulled most of its traffic off Fastly's network in the third quarter (TikTok was Fastly's biggest customer by revenue in the first-half of 2020, and was embroiled in a spat with the Trump administration during Q3), Fastly's sales jumped 42%. The bulk of this growth came from existing clients, with the company reporting a dollar-based net expansion rate of 147%.</p><p><blockquote>现有客户的快速增长令人印象深刻。即使在TikTok母公司字节跳动在第三季度从Fastly的网络中撤出大部分流量(按收入计算,TikTok是Fastly 2020年上半年最大的客户,并在第三季度卷入了与特朗普政府的争执)之后,Fastly的销售额仍增长了42%。这一增长大部分来自现有客户,该公司报告以美元计算的净增长率为147%。</blockquote></p><p> Having existing clients spend more is Fastly's ticket to recurring profits, and should play a key role in doubling its share price.</p><p><blockquote>让现有客户增加支出是Fastly获得经常性利润的门票,并且应该在其股价翻倍方面发挥关键作用。</blockquote></p><p> <b>Teladoc Health</b></p><p><blockquote><b>Teladoc健康</b></blockquote></p><p> Precision medicine should be a slam-dunk growth trend in a Biden bull market, which is why <b>Teladoc Health</b>(NYSE:TDOC)is such a smart stock to buy.</p><p><blockquote>在拜登牛市中,精准医疗应该是一个强劲的增长趋势,这就是为什么<b>Teladoc健康</b>(纽约证券交易所股票代码:TDOC)是一只值得购买的明智股票。</blockquote></p><p> As the name suggests, Teladoc is a leading telehealth services company. Like Fastly, it was able totake advantageof the coronavirus disease 2019 (COVID-19) pandemic. Between April 2020 and September 2020, virtual appointments more than tripled. Telehealth will remain an important part of the U.S. healthcare system even after the pandemic ends. It's more convenient for patients and physicians, and virtual visits are billed at a lower cost than office visits for insurers.</p><p><blockquote>顾名思义,Teladoc是一家领先的远程医疗服务公司。与Fastly一样,它能够利用冠状病毒疾病2019(COVID-19)大流行。2020年4月至2020年9月期间,虚拟预约增加了两倍多。即使在疫情结束后,远程医疗仍将是美国医疗保健系统的重要组成部分。这对病人和医生来说更方便,而且对保险公司来说,虚拟就诊的费用比办公室就诊更低。</blockquote></p><p> Beyond telemedicine, Teladoc also acquired applied health signals company Livongo Health in early November. Livongo has already turned the corner to profitability, despite only securing a little over 1% of the U.S. diabetes market. Livongo offers tips and nudges to help chronically ill patients lead healthier lives. It's looking to expand this service to patients with hypertension and weight management concerns in the months and years to come. In other words, Livongomakes the fast-growing Teladoc that much better.</p><p><blockquote>除了远程医疗之外,Teladoc还在11月初收购了应用健康信号公司Livongo Health。尽管Livongo仅占据美国糖尿病市场1%多一点的份额,但它已经扭亏为盈。Livongo提供提示和提示,帮助慢性病患者过上更健康的生活。它希望在未来几个月和几年内将这项服务扩展到有高血压和体重管理问题的患者。换句话说,Livongo让快速增长的Teladoc变得更好。</blockquote></p><p> <b>Cresco Labs</b></p><p><blockquote><b>Cresco实验室</b></blockquote></p><p> The marijuana industry is finally beginning to mature, and ahandful of winners are emerging. Multistate operator <b>Cresco Labs</b>(OTC:CRLBF)is one such name to get onto your buy list.</p><p><blockquote>大麻产业终于开始成熟,少数赢家正在出现。多状态算子<b>Cresco实验室</b>(场外交易代码:CRLBF)就是这样一个值得列入您购买清单的名字。</blockquote></p><p> Cresco and most other U.S.marijuana stocksdon't need any action from the Biden administration to thrive. Having states set their own cannabis guidelines has been working fine for Cresco. In fact, the company has two key catalysts driving its growth that could push total sales above $1 billion by as early as 2022.</p><p><blockquote>Cresco和大多数其他美国大麻股票不需要拜登政府采取任何行动就能蓬勃发展。让各州制定自己的大麻指导方针对Cresco来说效果很好。事实上,该公司有两个推动其增长的关键催化剂,最早可能在2022年将总销售额推至10亿美元以上。</blockquote></p><p> First, Cresco has its retail operations: 20 open dispensaries, 10 of which are in Illinois. The Land of Lincoln is a limited license state that registered $1 billion in cannabis sales in its first year of recreational legalization.</p><p><blockquote>首先,Cresco拥有零售业务:20家开放药房,其中10家位于伊利诺伊州。林肯之地是一个有限许可的州,在娱乐合法化的第一年,大麻销售额就达到了10亿美元。</blockquote></p><p> Second, Cresco Labs is a wholesale marijuana kingpin in California, the most lucrative weed market in the world by annual sales. Purchasing Origin House in January 2020 gave Cresco access to the company's cannabis distribution license. Nowadays, it's able to place cannabis products into more than 575 dispensaries throughout the Golden State.</p><p><blockquote>其次,Cresco Labs是加利福尼亚州的大麻批发巨头,按年销售额计算,加利福尼亚州是世界上最赚钱的大麻市场。2020年1月收购Origin House使Cresco获得了该公司的大麻分销许可证。如今,它能够将大麻产品放入整个金州超过575家药房。</blockquote></p><p> <b>Ping Identity</b></p><p><blockquote><b>Ping标识</b></blockquote></p><p> Investors should also expect cybersecurity stocks like <b>Ping Identity</b>(NYSE:PING)to thrive in a Biden bull market.</p><p><blockquote>投资者还应该期待网络安全股票,例如<b>Ping标识</b>(纽约证券交易所股票代码:PING)在拜登牛市中蓬勃发展。</blockquote></p><p> The beauty of businesses moving online and into the cloud is that it creates a growing demand for data protection.Cybersecurity is no longer optional. No matter the size of a business or the state of the local or global economy, hackers and robots don't take time off.</p><p><blockquote>企业转移到网上和云端的美妙之处在于,它创造了不断增长的数据保护需求。网络安全不再是可有可无的。无论企业规模如何,也无论当地或全球经济状况如何,黑客和机器人都不会请假。</blockquote></p><p> One of the many companies at the heart of data protection is Ping Identity. Ping relies on artificial intelligence to help its identity verification solutions grow smarter over time. The more clients Ping lands, the more effective its identity solutions are at identifying unique threats to enterprise data.</p><p><blockquote>Ping Identity是数据保护核心的众多公司之一。随着时间的推移,Ping依靠人工智能来帮助其身份验证解决方案变得更加智能。Ping登陆的客户端越多,其身份解决方案在识别企业数据的独特威胁方面就越有效。</blockquote></p><p></p><p> What's more, Ping doesn't trade at 20 or 30 times sales like most cybersecurity stocks. Ping can be scooped up for about 9 times Wall Street's consensus 2021 sales, yet looks to be on track for sustainable low double-digit growth moving forward. That's growth and value wrapped up in a single stock.</p><p><blockquote>更重要的是,Ping的交易价格不像大多数网络安全股票那样是销售额的20或30倍。Ping的销售额约为华尔街2021年共识销售额的9倍,但未来有望实现可持续的低两位数增长。这就是一只股票的增长和价值。</blockquote></p><p> <b>Redfin</b></p><p><blockquote><b>Redfin</b></blockquote></p><p> A Biden bull market should be kind to innovative real estate companies, too. That's why<b>Redfin</b>(NASDAQ:RDFN)has a really good chance of doubling with Biden in the White House.</p><p><blockquote>拜登牛市也应该善待创新型房地产公司。这就是为什么<b>Redfin</b>(纳斯达克:RDFN)很有可能与拜登一起入主白宫。</blockquote></p><p> On one hand, macroeconomic factors are playing right into Redfin's hands. The Fed has every intention of keeping its federal funds target rate at or near record lows through 2023. Plus, as noted, the nation's central bank is buying government debt each month, which could further push Treasury rates down. This all points to historically low mortgage rates and a red-hot market for housing.</p><p><blockquote>一方面,宏观经济因素正对Redfin有利。美联储完全打算在2023年之前将其联邦基金目标利率保持在或接近历史低点。此外,如前所述,该国央行每月都会购买政府债务,这可能会进一步压低国债利率。这一切都表明抵押贷款利率处于历史低位,房地产市场火热。</blockquote></p><p> On the other hand, it's all about what Redfin brings to the table to differentiate itself from the competition. For example, Redfin'slisting rates of 1% to 1.5%are up to 2 percentage points lower than traditional commission fees.</p><p><blockquote>另一方面,这完全取决于Redfin带来了什么来使自己在竞争中脱颖而出。例如,Redfin 1%至1.5%的上市费率比传统佣金低2个百分点。</blockquote></p><p> Additionally, this is a company thatoffers a number of high-margin ease-of-use servicesthat simplify the buying process. This includes everything from Redfin simply acquiring homes from sellers for a flat fee (these homes are held as inventory and sold later), to homeowners paying Redfin to handle title, appraisal, and home inspection paperwork. It's a growth stock with serious upside still to come.</p><p><blockquote>此外,这家公司还提供许多高利润的易用服务,简化了购买流程。这包括从Redfin简单地以固定费用从卖家那里收购房屋(这些房屋作为库存持有,稍后出售),到房主向Redfin支付处理产权、评估和房屋检查文书工作的费用。这是一只成长型股票,仍有很大的上涨空间。</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>5 Stocks That Can Double in a Biden Bull Market<blockquote>拜登牛市中可以翻倍的5只股票</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\">\n5 Stocks That Can Double in a Biden Bull Market<blockquote>拜登牛市中可以翻倍的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Motley Fool</strong><span class=\"h-time small\">2021-02-08 11:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The conditions are ripe for an explosive bull market to take shape under the new administration.</p><p><blockquote>在新政府的领导下,爆炸性牛市的条件已经成熟。</blockquote></p><p> The stage is set for a potentially epic bull market to take shape with Joe Biden in the White House.</p><p><blockquote>随着乔·拜登入主白宫,一场潜在的史诗般的牛市即将形成。</blockquote></p><p> Volatility remains high and the U.S. economy is still finding its footing after one of the steepest recessions in decades. Still, historically low lending rates, ongoing quantitative easing measures from the Federal Reserve, and multiple rounds of fiscal stimulus from Washington could light a fire under equities. With access to cheap capital, growth stocks with clear-cut competitive advantages should face few hurdles.</p><p><blockquote>波动性仍然很高,美国经济在经历了几十年来最严重的衰退之一后仍在站稳脚跟。尽管如此,处于历史低位的贷款利率、美联储持续的量化宽松措施以及华盛顿的多轮财政刺激措施可能会点燃股市的火焰。由于能够获得廉价资本,具有明显竞争优势的成长型股票应该不会面临什么障碍。</blockquote></p><p> If you're looking to grow your wealth by taking advantage of what could be an explosive Biden bull market, the following five stocks could be just what you need to double your money.</p><p><blockquote>如果您想利用拜登爆炸性牛市来增加财富,那么以下五只股票可能正是您让资金翻倍所需的。</blockquote></p><p> <b>Fastly</b></p><p><blockquote><b>快速地</b></blockquote></p><p> Let's begin with edge cloud services provider <b>Fastly</b>(NYSE:FSLY). This company is responsible for securely and expeditiously delivering content to end users. It's benefited nicely from businesses shifting their traffic online, a long-term trend that the pandemic accelerated. Fastly has proven to be a go-to edge cloud provider, and willcontinue to be as online traffic surgesin the years to come.</p><p><blockquote>让我们从边缘云服务提供商开始<b>快速地</b>(纽约证券交易所代码:FSLY)。该公司负责安全、快速地向最终用户交付内容。它很好地受益于企业将流量转移到网上,这是疫情加速的一个长期趋势。事实证明,Fastly是首选的边缘云提供商,并将在未来几年随着在线流量的激增而继续如此。</blockquote></p><p> Fastly growth from existing clients is extremely impressive. Even after TikTok parent ByteDance pulled most of its traffic off Fastly's network in the third quarter (TikTok was Fastly's biggest customer by revenue in the first-half of 2020, and was embroiled in a spat with the Trump administration during Q3), Fastly's sales jumped 42%. The bulk of this growth came from existing clients, with the company reporting a dollar-based net expansion rate of 147%.</p><p><blockquote>现有客户的快速增长令人印象深刻。即使在TikTok母公司字节跳动在第三季度从Fastly的网络中撤出大部分流量(按收入计算,TikTok是Fastly 2020年上半年最大的客户,并在第三季度卷入了与特朗普政府的争执)之后,Fastly的销售额仍增长了42%。这一增长大部分来自现有客户,该公司报告以美元计算的净增长率为147%。</blockquote></p><p> Having existing clients spend more is Fastly's ticket to recurring profits, and should play a key role in doubling its share price.</p><p><blockquote>让现有客户增加支出是Fastly获得经常性利润的门票,并且应该在其股价翻倍方面发挥关键作用。</blockquote></p><p> <b>Teladoc Health</b></p><p><blockquote><b>Teladoc健康</b></blockquote></p><p> Precision medicine should be a slam-dunk growth trend in a Biden bull market, which is why <b>Teladoc Health</b>(NYSE:TDOC)is such a smart stock to buy.</p><p><blockquote>在拜登牛市中,精准医疗应该是一个强劲的增长趋势,这就是为什么<b>Teladoc健康</b>(纽约证券交易所股票代码:TDOC)是一只值得购买的明智股票。</blockquote></p><p> As the name suggests, Teladoc is a leading telehealth services company. Like Fastly, it was able totake advantageof the coronavirus disease 2019 (COVID-19) pandemic. Between April 2020 and September 2020, virtual appointments more than tripled. Telehealth will remain an important part of the U.S. healthcare system even after the pandemic ends. It's more convenient for patients and physicians, and virtual visits are billed at a lower cost than office visits for insurers.</p><p><blockquote>顾名思义,Teladoc是一家领先的远程医疗服务公司。与Fastly一样,它能够利用冠状病毒疾病2019(COVID-19)大流行。2020年4月至2020年9月期间,虚拟预约增加了两倍多。即使在疫情结束后,远程医疗仍将是美国医疗保健系统的重要组成部分。这对病人和医生来说更方便,而且对保险公司来说,虚拟就诊的费用比办公室就诊更低。</blockquote></p><p> Beyond telemedicine, Teladoc also acquired applied health signals company Livongo Health in early November. Livongo has already turned the corner to profitability, despite only securing a little over 1% of the U.S. diabetes market. Livongo offers tips and nudges to help chronically ill patients lead healthier lives. It's looking to expand this service to patients with hypertension and weight management concerns in the months and years to come. In other words, Livongomakes the fast-growing Teladoc that much better.</p><p><blockquote>除了远程医疗之外,Teladoc还在11月初收购了应用健康信号公司Livongo Health。尽管Livongo仅占据美国糖尿病市场1%多一点的份额,但它已经扭亏为盈。Livongo提供提示和提示,帮助慢性病患者过上更健康的生活。它希望在未来几个月和几年内将这项服务扩展到有高血压和体重管理问题的患者。换句话说,Livongo让快速增长的Teladoc变得更好。</blockquote></p><p> <b>Cresco Labs</b></p><p><blockquote><b>Cresco实验室</b></blockquote></p><p> The marijuana industry is finally beginning to mature, and ahandful of winners are emerging. Multistate operator <b>Cresco Labs</b>(OTC:CRLBF)is one such name to get onto your buy list.</p><p><blockquote>大麻产业终于开始成熟,少数赢家正在出现。多状态算子<b>Cresco实验室</b>(场外交易代码:CRLBF)就是这样一个值得列入您购买清单的名字。</blockquote></p><p> Cresco and most other U.S.marijuana stocksdon't need any action from the Biden administration to thrive. Having states set their own cannabis guidelines has been working fine for Cresco. In fact, the company has two key catalysts driving its growth that could push total sales above $1 billion by as early as 2022.</p><p><blockquote>Cresco和大多数其他美国大麻股票不需要拜登政府采取任何行动就能蓬勃发展。让各州制定自己的大麻指导方针对Cresco来说效果很好。事实上,该公司有两个推动其增长的关键催化剂,最早可能在2022年将总销售额推至10亿美元以上。</blockquote></p><p> First, Cresco has its retail operations: 20 open dispensaries, 10 of which are in Illinois. The Land of Lincoln is a limited license state that registered $1 billion in cannabis sales in its first year of recreational legalization.</p><p><blockquote>首先,Cresco拥有零售业务:20家开放药房,其中10家位于伊利诺伊州。林肯之地是一个有限许可的州,在娱乐合法化的第一年,大麻销售额就达到了10亿美元。</blockquote></p><p> Second, Cresco Labs is a wholesale marijuana kingpin in California, the most lucrative weed market in the world by annual sales. Purchasing Origin House in January 2020 gave Cresco access to the company's cannabis distribution license. Nowadays, it's able to place cannabis products into more than 575 dispensaries throughout the Golden State.</p><p><blockquote>其次,Cresco Labs是加利福尼亚州的大麻批发巨头,按年销售额计算,加利福尼亚州是世界上最赚钱的大麻市场。2020年1月收购Origin House使Cresco获得了该公司的大麻分销许可证。如今,它能够将大麻产品放入整个金州超过575家药房。</blockquote></p><p> <b>Ping Identity</b></p><p><blockquote><b>Ping标识</b></blockquote></p><p> Investors should also expect cybersecurity stocks like <b>Ping Identity</b>(NYSE:PING)to thrive in a Biden bull market.</p><p><blockquote>投资者还应该期待网络安全股票,例如<b>Ping标识</b>(纽约证券交易所股票代码:PING)在拜登牛市中蓬勃发展。</blockquote></p><p> The beauty of businesses moving online and into the cloud is that it creates a growing demand for data protection.Cybersecurity is no longer optional. No matter the size of a business or the state of the local or global economy, hackers and robots don't take time off.</p><p><blockquote>企业转移到网上和云端的美妙之处在于,它创造了不断增长的数据保护需求。网络安全不再是可有可无的。无论企业规模如何,也无论当地或全球经济状况如何,黑客和机器人都不会请假。</blockquote></p><p> One of the many companies at the heart of data protection is Ping Identity. Ping relies on artificial intelligence to help its identity verification solutions grow smarter over time. The more clients Ping lands, the more effective its identity solutions are at identifying unique threats to enterprise data.</p><p><blockquote>Ping Identity是数据保护核心的众多公司之一。随着时间的推移,Ping依靠人工智能来帮助其身份验证解决方案变得更加智能。Ping登陆的客户端越多,其身份解决方案在识别企业数据的独特威胁方面就越有效。</blockquote></p><p></p><p> What's more, Ping doesn't trade at 20 or 30 times sales like most cybersecurity stocks. Ping can be scooped up for about 9 times Wall Street's consensus 2021 sales, yet looks to be on track for sustainable low double-digit growth moving forward. That's growth and value wrapped up in a single stock.</p><p><blockquote>更重要的是,Ping的交易价格不像大多数网络安全股票那样是销售额的20或30倍。Ping的销售额约为华尔街2021年共识销售额的9倍,但未来有望实现可持续的低两位数增长。这就是一只股票的增长和价值。</blockquote></p><p> <b>Redfin</b></p><p><blockquote><b>Redfin</b></blockquote></p><p> A Biden bull market should be kind to innovative real estate companies, too. That's why<b>Redfin</b>(NASDAQ:RDFN)has a really good chance of doubling with Biden in the White House.</p><p><blockquote>拜登牛市也应该善待创新型房地产公司。这就是为什么<b>Redfin</b>(纳斯达克:RDFN)很有可能与拜登一起入主白宫。</blockquote></p><p> On one hand, macroeconomic factors are playing right into Redfin's hands. The Fed has every intention of keeping its federal funds target rate at or near record lows through 2023. Plus, as noted, the nation's central bank is buying government debt each month, which could further push Treasury rates down. This all points to historically low mortgage rates and a red-hot market for housing.</p><p><blockquote>一方面,宏观经济因素正对Redfin有利。美联储完全打算在2023年之前将其联邦基金目标利率保持在或接近历史低点。此外,如前所述,该国央行每月都会购买政府债务,这可能会进一步压低国债利率。这一切都表明抵押贷款利率处于历史低位,房地产市场火热。</blockquote></p><p> On the other hand, it's all about what Redfin brings to the table to differentiate itself from the competition. For example, Redfin'slisting rates of 1% to 1.5%are up to 2 percentage points lower than traditional commission fees.</p><p><blockquote>另一方面,这完全取决于Redfin带来了什么来使自己在竞争中脱颖而出。例如,Redfin 1%至1.5%的上市费率比传统佣金低2个百分点。</blockquote></p><p> Additionally, this is a company thatoffers a number of high-margin ease-of-use servicesthat simplify the buying process. This includes everything from Redfin simply acquiring homes from sellers for a flat fee (these homes are held as inventory and sold later), to homeowners paying Redfin to handle title, appraisal, and home inspection paperwork. It's a growth stock with serious upside still to come.</p><p><blockquote>此外,这家公司还提供许多高利润的易用服务,简化了购买流程。这包括从Redfin简单地以固定费用从卖家那里收购房屋(这些房屋作为库存持有,稍后出售),到房主向Redfin支付处理产权、评估和房屋检查文书工作的费用。这是一只成长型股票,仍有很大的上涨空间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/02/07/5-stocks-that-can-double-in-a-biden-bull-market/\">The 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":{"RDFN":"Redfin Corp","FSLY":"Fastly, Inc.","TDOC":"Teladoc Health Inc.","CRLBF":"Cresco Labs Inc.","PING":"Ping Identity Holding"},"source_url":"https://www.fool.com/investing/2021/02/07/5-stocks-that-can-double-in-a-biden-bull-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179734635","content_text":"The conditions are ripe for an explosive bull market to take shape under the new administration.\nThe stage is set for a potentially epic bull market to take shape with Joe Biden in the White House.\nVolatility remains high and the U.S. economy is still finding its footing after one of the steepest recessions in decades. Still, historically low lending rates, ongoing quantitative easing measures from the Federal Reserve, and multiple rounds of fiscal stimulus from Washington could light a fire under equities. With access to cheap capital, growth stocks with clear-cut competitive advantages should face few hurdles.\nIf you're looking to grow your wealth by taking advantage of what could be an explosive Biden bull market, the following five stocks could be just what you need to double your money.\nFastly\nLet's begin with edge cloud services provider Fastly(NYSE:FSLY). This company is responsible for securely and expeditiously delivering content to end users. It's benefited nicely from businesses shifting their traffic online, a long-term trend that the pandemic accelerated. Fastly has proven to be a go-to edge cloud provider, and willcontinue to be as online traffic surgesin the years to come.\nFastly growth from existing clients is extremely impressive. Even after TikTok parent ByteDance pulled most of its traffic off Fastly's network in the third quarter (TikTok was Fastly's biggest customer by revenue in the first-half of 2020, and was embroiled in a spat with the Trump administration during Q3), Fastly's sales jumped 42%. The bulk of this growth came from existing clients, with the company reporting a dollar-based net expansion rate of 147%.\nHaving existing clients spend more is Fastly's ticket to recurring profits, and should play a key role in doubling its share price.\nTeladoc Health\nPrecision medicine should be a slam-dunk growth trend in a Biden bull market, which is why Teladoc Health(NYSE:TDOC)is such a smart stock to buy.\nAs the name suggests, Teladoc is a leading telehealth services company. Like Fastly, it was able totake advantageof the coronavirus disease 2019 (COVID-19) pandemic. Between April 2020 and September 2020, virtual appointments more than tripled. Telehealth will remain an important part of the U.S. healthcare system even after the pandemic ends. It's more convenient for patients and physicians, and virtual visits are billed at a lower cost than office visits for insurers.\nBeyond telemedicine, Teladoc also acquired applied health signals company Livongo Health in early November. Livongo has already turned the corner to profitability, despite only securing a little over 1% of the U.S. diabetes market. Livongo offers tips and nudges to help chronically ill patients lead healthier lives. It's looking to expand this service to patients with hypertension and weight management concerns in the months and years to come. In other words, Livongomakes the fast-growing Teladoc that much better.\nCresco Labs\nThe marijuana industry is finally beginning to mature, and ahandful of winners are emerging. Multistate operator Cresco Labs(OTC:CRLBF)is one such name to get onto your buy list.\nCresco and most other U.S.marijuana stocksdon't need any action from the Biden administration to thrive. Having states set their own cannabis guidelines has been working fine for Cresco. In fact, the company has two key catalysts driving its growth that could push total sales above $1 billion by as early as 2022.\nFirst, Cresco has its retail operations: 20 open dispensaries, 10 of which are in Illinois. The Land of Lincoln is a limited license state that registered $1 billion in cannabis sales in its first year of recreational legalization.\nSecond, Cresco Labs is a wholesale marijuana kingpin in California, the most lucrative weed market in the world by annual sales. Purchasing Origin House in January 2020 gave Cresco access to the company's cannabis distribution license. Nowadays, it's able to place cannabis products into more than 575 dispensaries throughout the Golden State.\nPing Identity\nInvestors should also expect cybersecurity stocks like Ping Identity(NYSE:PING)to thrive in a Biden bull market.\nThe beauty of businesses moving online and into the cloud is that it creates a growing demand for data protection.Cybersecurity is no longer optional. No matter the size of a business or the state of the local or global economy, hackers and robots don't take time off.\nOne of the many companies at the heart of data protection is Ping Identity. Ping relies on artificial intelligence to help its identity verification solutions grow smarter over time. The more clients Ping lands, the more effective its identity solutions are at identifying unique threats to enterprise data.\nWhat's more, Ping doesn't trade at 20 or 30 times sales like most cybersecurity stocks. Ping can be scooped up for about 9 times Wall Street's consensus 2021 sales, yet looks to be on track for sustainable low double-digit growth moving forward. That's growth and value wrapped up in a single stock.\nRedfin\nA Biden bull market should be kind to innovative real estate companies, too. That's whyRedfin(NASDAQ:RDFN)has a really good chance of doubling with Biden in the White House.\nOn one hand, macroeconomic factors are playing right into Redfin's hands. The Fed has every intention of keeping its federal funds target rate at or near record lows through 2023. Plus, as noted, the nation's central bank is buying government debt each month, which could further push Treasury rates down. This all points to historically low mortgage rates and a red-hot market for housing.\nOn the other hand, it's all about what Redfin brings to the table to differentiate itself from the competition. For example, Redfin'slisting rates of 1% to 1.5%are up to 2 percentage points lower than traditional commission fees.\nAdditionally, this is a company thatoffers a number of high-margin ease-of-use servicesthat simplify the buying process. This includes everything from Redfin simply acquiring homes from sellers for a flat fee (these homes are held as inventory and sold later), to homeowners paying Redfin to handle title, appraisal, and home inspection paperwork. It's a growth stock with serious upside still to come.","news_type":1,"symbols_score_info":{"TDOC":0.9,"RDFN":0.9,"FSLY":0.9,"CRLBF":0.9,"PING":0.9}},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389362182,"gmtCreate":1612692113146,"gmtModify":1703764326112,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575590418779651","authorIdStr":"3575590418779651"},"themes":[],"htmlText":"Definitely going up","listText":"Definitely going up","text":"Definitely going up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389362182","repostId":"1161551882","repostType":4,"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389366874,"gmtCreate":1612691808798,"gmtModify":1703764324566,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575590418779651","authorIdStr":"3575590418779651"},"themes":[],"htmlText":"Keep buying..","listText":"Keep buying..","text":"Keep buying..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389366874","repostId":"2109072140","repostType":4,"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":361931953,"gmtCreate":1614183630772,"gmtModify":1634550807098,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575590418779651","idStr":"3575590418779651"},"themes":[],"htmlText":"Tough money is here","listText":"Tough money is here","text":"Tough money is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/361931953","repostId":"1197533827","repostType":4,"repost":{"id":"1197533827","kind":"news","pubTimestamp":1614160523,"share":"https://www.laohu8.com/m/news/1197533827?lang=zh_CN&edition=full","pubTime":"2021-02-24 17:55","market":"us","language":"en","title":"The days of easy money in the stock market are now over<blockquote>股市轻松赚钱的日子现已结束</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197533827","media":"MarketWatch","summary":"Get ready for a return to normal. Lucid’s SPAC and ARK Invest’s ETFs carry the whiff of the late-199","content":"<p>Get ready for a return to normal. Lucid’s SPAC and ARK Invest’s ETFs carry the whiff of the late-1990s technology bubble.</p><p><blockquote>准备好恢复正常吧。Lucid的SPAC和ARK Invest的ETF带有20世纪90年代末科技泡沫的气息。</blockquote></p><p> Ignore stock valuations and companies’ fundamentals at your peril.</p><p><blockquote>忽视股票估值和公司基本面,后果自负。</blockquote></p><p> Churchill Capital Corp. ,a special purpose acquisition company (SPAC) that had been rumored to merge with a Tesla-wannabe, Lucid Motors, finally announced Monday night that it is indeed going to do so. And in a classic Wall Street reaction, the market “sold the news” after long having “bought the rumor.”</p><p><blockquote>Churchill Capital Corp.是一家特殊目的收购公司(SPAC),曾有传言称将与特斯拉的追随者Lucid Motors合并,周一晚上终于宣布确实会这样做。在华尔街的典型反应中,市场在长期“买入谣言”后“卖出消息”。</blockquote></p><p> CCIV was up 500% from when it went public as a blank-check company, and today the stock market has wiped half of what its market value was perceived to be Monday at noon. This is a stock that I had warned about earlier this month as one of the many “Random Number Generators” (RNGs) that should be avoided. People and institutions who had for weeks been buying CCIV at $40, $50, $60 or even $70 per share have suddenly seen a huge wipeout of value.</p><p><blockquote>CCIV较作为空白支票公司上市时上涨了500%,今天股市已经抹去了周一中午预期市值的一半。本月早些时候,我曾警告过这只股票是应避免的众多“随机数生成器”(RNG)之一。几周来一直以每股40美元、50美元、60美元甚至70美元的价格购买CCIV的人和机构突然发现价值大幅缩水。</blockquote></p><p> They’re now, maybe, looking around at their other RNG SPACs and wondering if they should actually look at the valuations.</p><p><blockquote>他们现在可能正在环顾其他RNG SPAC,并想知道是否真的应该看看估值。</blockquote></p><p> Reviewing this week’s ugly stock-market action in a broader context, you might note that Tesla Inc. at $900 — after the company reported a not-so-great quarter that included some questions about gross margin expansion — is looking like it could have been a top-maker itself.</p><p><blockquote>在更广泛的背景下回顾本周丑陋的股市走势,您可能会注意到,特斯拉公司的股价为900美元——此前该公司报告了一个不太好的季度,其中包括一些有关毛利率扩张的问题——看起来可能已经是顶级制造商本身。</blockquote></p><p> Many questionable EV stocks continued to rally for a week or two before getting their comeuppance this week. At least for a day or two. It will be interesting to look back in a month to see what the non-TSLA EV stocks do from here. I expect most to move much lower even than today’s quotes, which are much lower than last week’s quotes.</p><p><blockquote>许多有问题的电动汽车股票在本周受到惩罚之前持续上涨了一两周。至少一两天。一个月后回顾一下非特斯拉电动汽车股票的表现将会很有趣。我预计大多数价格甚至会比今天的报价低得多,今天的报价比上周的报价低得多。</blockquote></p><p> <b>Piling into ARK</b></p><p><blockquote><b>堆积成方舟</b></blockquote></p><p> These days everybody wants to be Cathie Wood from ARK Invest. She was an early bull on Tesla and bitcoinBTCUSD,6.03%and some of the the other themes that long-time followers of mine and I got into even earlier than she did. Her actively managed ETF, ARK Innovation ETF being the most famous, has performed very well, and her commentary has been spot on for a couple years now.</p><p><blockquote>如今,每个人都想成为方舟投资公司的凯西·伍德。她是特斯拉和比特币BTCUSD、6.03%以及我和我的长期追随者甚至比她更早进入的其他一些主题的早期看涨者。她的主动管理型ETF(最著名的ARK Innovation ETF)表现非常好,几年来她的评论一直准确无误。</blockquote></p><p> But I have bad news. Even as I am a fan of Cathie’s and wish her and her investors all the best, I can’t help but think of the story of George Gilder, with whom I’ve become friends in the decades since I wrote this in 2001 for TheStreet.com. (I just realized this article was published just two weeks after 9/11.):</p><p><blockquote>但我有个坏消息。尽管我是Cathie's的粉丝并祝愿她和她的投资者一切顺利,但我还是忍不住想起了乔治·吉尔德(George Gilder)的故事,自从我2001年为TheStreet.com撰写这篇文章以来,我已经和他成为了几十年的朋友。(我刚刚意识到这篇文章是在9/11后两周发表的。):</blockquote></p><p> <i>“Investors need to heed a few rules when evaluating companies in their portfolio: Cash is king, as cash flow becomes increasingly difficult to judge on an ongoing basis. As such, a simple glance at a company’s balance sheet can tell you a lot about whether it’s worthy of investment. Now that the huge daily run-ups of telco stocks are gone forever, the potential rewards of any business with questionable viability aren’t worth the risk of your capital. Look for real revenue on the books. As tech guru George Gilder and his followers have learned (at least, I hope they have by now), great technology doesn’t translate into a great investment. Companies need sales channels, and they need products for which there are immediate uses. You might be surprised that I didn’t mention profitability in that list. Profitability is naturally important, but even companies like Cisco probably won’t be profitable this quarter and perhaps for several more, as they’ll have to continue aligning capacity, employees and inventory with demand.</i></p><p><blockquote><i>“投资者在评估投资组合中的公司时需要注意一些规则:现金为王,因为现金流变得越来越难以持续判断。因此,简单浏览一下公司的资产负债表就可以告诉你很多关于它是否值得投资。既然电信股票每日大幅上涨的情况已经一去不复返了,任何生存能力值得怀疑的企业的潜在回报都不值得你冒资本风险。寻找账面上的实际收入。正如科技大师乔治·吉尔德和他的追随者所认识到的(至少,我希望他们现在已经认识到了),伟大的技术并不能转化为伟大的投资。公司需要销售渠道,他们需要有直接用途的产品。你可能会惊讶我没有在列表中提到盈利能力。盈利能力自然很重要,但即使是像思科这样的公司也可能无法在本季度甚至更长时间内实现盈利,因为他们必须继续根据需求调整产能、员工和库存。</i></blockquote></p><p> <i>Let me repeat the caveat here: You’ll never see the type of returns, at least in telecom and telecom-tech stocks, that we saw almost daily in the late 1990s. That’s another reason why these tech mutual fund guys, who keep preaching to stay the course, will take forever to get back to even.”</i></p><p><blockquote><i>让我在这里重复一遍警告:你永远不会看到我们在20世纪90年代末几乎每天都能看到的那种回报,至少在电信和电信科技股票中是这样。这就是为什么这些科技共同基金人士不断宣扬坚持到底,却需要很长时间才能恢复平衡的另一个原因。”</i></blockquote></p><p> <b>The hangover</b></p><p><blockquote><b>宿醉</b></blockquote></p><p> Telecom and telecom-tech stocks never again saw the kind of returns they did back in the late 1990s. I think the same can be said of EV stocks and many other of the favorites that Cathie Wood and her crowd of blind followers are these days plowing into as they put their money to work regardless of valuations.</p><p><blockquote>电信和电信科技股再也没有看到20世纪90年代末那样的回报。我认为电动汽车股票以及凯西·伍德(Cathie Wood)和她的一群盲目追随者最近投入的许多其他最爱股票也是如此,因为他们不顾估值而投入资金。</blockquote></p><p> Here’s what George had to say in 2002:</p><p><blockquote>以下是乔治在2002年所说的话:</blockquote></p><p></p><p> <i>“In retrospect, it’s obvious that I should’ve subtly said, ‘Hey, things have gotten out of hand at JDS Uniphase, and it’s not worth what you’d have to pay for it,’” he says. Each month, he thought about providing a warning to his subscribers, and he decided against it every time. He had witnessed firsthand what others had dubbed the “Gilder effect”: the steep spike in a stock after he added that company to his list. It wasn’t unheard of for the price of a stock to jump by more than 50 percent within an hour of a newsletter’s release. If I had said, ‘Hey, this is a top, you should all sell,’ it would’ve been a cataclysmic event,” he says. “I’d think about telling people that they should sell half their holdings, and each time I’d conclude that my subscribers would be enraged. I also wondered what I’d precipitate if I did it.” Fully 50 percent of his readers had signed up for the report at what Gilder now calls the “hysterical peak” of the market. “Half of my subscribers would have been eternally grateful [for a warning], but the other half – the new ones – would’ve been enraged because they had just come in,” he says. “It was quite terrifying. I really didn’t know what to do.” In the end he did nothing. And soon enough, he had an entirely new set of distractions to fret over. “In the past, we’d sell out our investor conferences within two weeks,” Gilder says. “But in 2001, we sent out the same literature and the same invitations, and five or seven people signed up.” He lost the deposits that were placed to reserve hotel space for the gatherings. Newsletter renewal rates plummeted. A huge tax bill came due. By spring 2002, he’d laid off nearly half of his staff. “You can be just fabulously flush one moment, and then the next, you can’t make that last million-dollar payment to your partners, and there’s suddenly a lien on your house,” he says.</i></p><p><blockquote><i>“回想起来,很明显我应该巧妙地说,‘嘿,JDS Uniphase的事情已经失控了,不值得你为此付出代价,’”他说。每个月,他都考虑向他的订户提供警告,但每次他都决定不这样做。他亲眼目睹了其他人所说的“吉尔德效应”:在他将一家公司加入他的名单后,该公司的股票急剧上涨。股票价格在时事通讯发布后一小时内上涨超过50%的情况并非闻所未闻。如果我说,‘嘿,这是一个顶部,你们都应该卖出’,这将是一个灾难性的事件,”他说。“我会考虑告诉人们他们应该卖掉一半的股份,每次我都会得出结论,我的订阅者会被激怒。我也想知道如果我这么做了会导致什么后果。”在吉尔德现在评级的市场“歇斯底里的高峰”,他的读者中有整整50%都报名阅读了这份报告。“我的一半订户会永远感激[警告],但另一半——新订户——会被激怒,因为他们刚刚进来,”他说。“太可怕了,我真的不知道该怎么办了。”最后他什么也没做。很快,他就有了一系列全新的干扰。“过去,我们的投资者会议会在两周内售罄,”吉尔德说。“但在2001年,我们发出同样的文献,同样的邀请函,就有五七个人报名。”他失去了为聚会预留酒店空间的押金。简讯续订率直线下降。一笔巨额税单到期了。到2002年春天,他已经解雇了近一半的员工。“你可能前一刻还非常富有,下一刻,你就无法向你的合作伙伴支付最后一百万美元,然后你的房子突然就被留置权了,”他说。</i></blockquote></p><p> Many of the best stocks on George’s list at the top in 1999 ended up going down 99% or more. Many went to zero, even as their technologies and ideas carried on and built the internet we all use every day now.</p><p><blockquote>1999年乔治排行榜上名列前茅的许多最佳股票最终下跌了99%或更多。许多人归零,即使他们的技术和想法继续发展,并建立了我们现在每天都在使用的互联网。</blockquote></p><p> CCIV is likely a harbinger of more pain for those who ignore valuations and fundamentals.</p><p><blockquote>对于那些忽视估值和基本面的人来说,CCIV可能预示着更多痛苦。</blockquote></p><p></p>","source":"market_watch","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>The days of easy money in the stock market are now over<blockquote>股市轻松赚钱的日子现已结束</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\">\nThe days of easy money in the stock market are now over<blockquote>股市轻松赚钱的日子现已结束</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-02-24 17:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Get ready for a return to normal. Lucid’s SPAC and ARK Invest’s ETFs carry the whiff of the late-1990s technology bubble.</p><p><blockquote>准备好恢复正常吧。Lucid的SPAC和ARK Invest的ETF带有20世纪90年代末科技泡沫的气息。</blockquote></p><p> Ignore stock valuations and companies’ fundamentals at your peril.</p><p><blockquote>忽视股票估值和公司基本面,后果自负。</blockquote></p><p> Churchill Capital Corp. ,a special purpose acquisition company (SPAC) that had been rumored to merge with a Tesla-wannabe, Lucid Motors, finally announced Monday night that it is indeed going to do so. And in a classic Wall Street reaction, the market “sold the news” after long having “bought the rumor.”</p><p><blockquote>Churchill Capital Corp.是一家特殊目的收购公司(SPAC),曾有传言称将与特斯拉的追随者Lucid Motors合并,周一晚上终于宣布确实会这样做。在华尔街的典型反应中,市场在长期“买入谣言”后“卖出消息”。</blockquote></p><p> CCIV was up 500% from when it went public as a blank-check company, and today the stock market has wiped half of what its market value was perceived to be Monday at noon. This is a stock that I had warned about earlier this month as one of the many “Random Number Generators” (RNGs) that should be avoided. People and institutions who had for weeks been buying CCIV at $40, $50, $60 or even $70 per share have suddenly seen a huge wipeout of value.</p><p><blockquote>CCIV较作为空白支票公司上市时上涨了500%,今天股市已经抹去了周一中午预期市值的一半。本月早些时候,我曾警告过这只股票是应避免的众多“随机数生成器”(RNG)之一。几周来一直以每股40美元、50美元、60美元甚至70美元的价格购买CCIV的人和机构突然发现价值大幅缩水。</blockquote></p><p> They’re now, maybe, looking around at their other RNG SPACs and wondering if they should actually look at the valuations.</p><p><blockquote>他们现在可能正在环顾其他RNG SPAC,并想知道是否真的应该看看估值。</blockquote></p><p> Reviewing this week’s ugly stock-market action in a broader context, you might note that Tesla Inc. at $900 — after the company reported a not-so-great quarter that included some questions about gross margin expansion — is looking like it could have been a top-maker itself.</p><p><blockquote>在更广泛的背景下回顾本周丑陋的股市走势,您可能会注意到,特斯拉公司的股价为900美元——此前该公司报告了一个不太好的季度,其中包括一些有关毛利率扩张的问题——看起来可能已经是顶级制造商本身。</blockquote></p><p> Many questionable EV stocks continued to rally for a week or two before getting their comeuppance this week. At least for a day or two. It will be interesting to look back in a month to see what the non-TSLA EV stocks do from here. I expect most to move much lower even than today’s quotes, which are much lower than last week’s quotes.</p><p><blockquote>许多有问题的电动汽车股票在本周受到惩罚之前持续上涨了一两周。至少一两天。一个月后回顾一下非特斯拉电动汽车股票的表现将会很有趣。我预计大多数价格甚至会比今天的报价低得多,今天的报价比上周的报价低得多。</blockquote></p><p> <b>Piling into ARK</b></p><p><blockquote><b>堆积成方舟</b></blockquote></p><p> These days everybody wants to be Cathie Wood from ARK Invest. She was an early bull on Tesla and bitcoinBTCUSD,6.03%and some of the the other themes that long-time followers of mine and I got into even earlier than she did. Her actively managed ETF, ARK Innovation ETF being the most famous, has performed very well, and her commentary has been spot on for a couple years now.</p><p><blockquote>如今,每个人都想成为方舟投资公司的凯西·伍德。她是特斯拉和比特币BTCUSD、6.03%以及我和我的长期追随者甚至比她更早进入的其他一些主题的早期看涨者。她的主动管理型ETF(最著名的ARK Innovation ETF)表现非常好,几年来她的评论一直准确无误。</blockquote></p><p> But I have bad news. Even as I am a fan of Cathie’s and wish her and her investors all the best, I can’t help but think of the story of George Gilder, with whom I’ve become friends in the decades since I wrote this in 2001 for TheStreet.com. (I just realized this article was published just two weeks after 9/11.):</p><p><blockquote>但我有个坏消息。尽管我是Cathie's的粉丝并祝愿她和她的投资者一切顺利,但我还是忍不住想起了乔治·吉尔德(George Gilder)的故事,自从我2001年为TheStreet.com撰写这篇文章以来,我已经和他成为了几十年的朋友。(我刚刚意识到这篇文章是在9/11后两周发表的。):</blockquote></p><p> <i>“Investors need to heed a few rules when evaluating companies in their portfolio: Cash is king, as cash flow becomes increasingly difficult to judge on an ongoing basis. As such, a simple glance at a company’s balance sheet can tell you a lot about whether it’s worthy of investment. Now that the huge daily run-ups of telco stocks are gone forever, the potential rewards of any business with questionable viability aren’t worth the risk of your capital. Look for real revenue on the books. As tech guru George Gilder and his followers have learned (at least, I hope they have by now), great technology doesn’t translate into a great investment. Companies need sales channels, and they need products for which there are immediate uses. You might be surprised that I didn’t mention profitability in that list. Profitability is naturally important, but even companies like Cisco probably won’t be profitable this quarter and perhaps for several more, as they’ll have to continue aligning capacity, employees and inventory with demand.</i></p><p><blockquote><i>“投资者在评估投资组合中的公司时需要注意一些规则:现金为王,因为现金流变得越来越难以持续判断。因此,简单浏览一下公司的资产负债表就可以告诉你很多关于它是否值得投资。既然电信股票每日大幅上涨的情况已经一去不复返了,任何生存能力值得怀疑的企业的潜在回报都不值得你冒资本风险。寻找账面上的实际收入。正如科技大师乔治·吉尔德和他的追随者所认识到的(至少,我希望他们现在已经认识到了),伟大的技术并不能转化为伟大的投资。公司需要销售渠道,他们需要有直接用途的产品。你可能会惊讶我没有在列表中提到盈利能力。盈利能力自然很重要,但即使是像思科这样的公司也可能无法在本季度甚至更长时间内实现盈利,因为他们必须继续根据需求调整产能、员工和库存。</i></blockquote></p><p> <i>Let me repeat the caveat here: You’ll never see the type of returns, at least in telecom and telecom-tech stocks, that we saw almost daily in the late 1990s. That’s another reason why these tech mutual fund guys, who keep preaching to stay the course, will take forever to get back to even.”</i></p><p><blockquote><i>让我在这里重复一遍警告:你永远不会看到我们在20世纪90年代末几乎每天都能看到的那种回报,至少在电信和电信科技股票中是这样。这就是为什么这些科技共同基金人士不断宣扬坚持到底,却需要很长时间才能恢复平衡的另一个原因。”</i></blockquote></p><p> <b>The hangover</b></p><p><blockquote><b>宿醉</b></blockquote></p><p> Telecom and telecom-tech stocks never again saw the kind of returns they did back in the late 1990s. I think the same can be said of EV stocks and many other of the favorites that Cathie Wood and her crowd of blind followers are these days plowing into as they put their money to work regardless of valuations.</p><p><blockquote>电信和电信科技股再也没有看到20世纪90年代末那样的回报。我认为电动汽车股票以及凯西·伍德(Cathie Wood)和她的一群盲目追随者最近投入的许多其他最爱股票也是如此,因为他们不顾估值而投入资金。</blockquote></p><p> Here’s what George had to say in 2002:</p><p><blockquote>以下是乔治在2002年所说的话:</blockquote></p><p></p><p> <i>“In retrospect, it’s obvious that I should’ve subtly said, ‘Hey, things have gotten out of hand at JDS Uniphase, and it’s not worth what you’d have to pay for it,’” he says. Each month, he thought about providing a warning to his subscribers, and he decided against it every time. He had witnessed firsthand what others had dubbed the “Gilder effect”: the steep spike in a stock after he added that company to his list. It wasn’t unheard of for the price of a stock to jump by more than 50 percent within an hour of a newsletter’s release. If I had said, ‘Hey, this is a top, you should all sell,’ it would’ve been a cataclysmic event,” he says. “I’d think about telling people that they should sell half their holdings, and each time I’d conclude that my subscribers would be enraged. I also wondered what I’d precipitate if I did it.” Fully 50 percent of his readers had signed up for the report at what Gilder now calls the “hysterical peak” of the market. “Half of my subscribers would have been eternally grateful [for a warning], but the other half – the new ones – would’ve been enraged because they had just come in,” he says. “It was quite terrifying. I really didn’t know what to do.” In the end he did nothing. And soon enough, he had an entirely new set of distractions to fret over. “In the past, we’d sell out our investor conferences within two weeks,” Gilder says. “But in 2001, we sent out the same literature and the same invitations, and five or seven people signed up.” He lost the deposits that were placed to reserve hotel space for the gatherings. Newsletter renewal rates plummeted. A huge tax bill came due. By spring 2002, he’d laid off nearly half of his staff. “You can be just fabulously flush one moment, and then the next, you can’t make that last million-dollar payment to your partners, and there’s suddenly a lien on your house,” he says.</i></p><p><blockquote><i>“回想起来,很明显我应该巧妙地说,‘嘿,JDS Uniphase的事情已经失控了,不值得你为此付出代价,’”他说。每个月,他都考虑向他的订户提供警告,但每次他都决定不这样做。他亲眼目睹了其他人所说的“吉尔德效应”:在他将一家公司加入他的名单后,该公司的股票急剧上涨。股票价格在时事通讯发布后一小时内上涨超过50%的情况并非闻所未闻。如果我说,‘嘿,这是一个顶部,你们都应该卖出’,这将是一个灾难性的事件,”他说。“我会考虑告诉人们他们应该卖掉一半的股份,每次我都会得出结论,我的订阅者会被激怒。我也想知道如果我这么做了会导致什么后果。”在吉尔德现在评级的市场“歇斯底里的高峰”,他的读者中有整整50%都报名阅读了这份报告。“我的一半订户会永远感激[警告],但另一半——新订户——会被激怒,因为他们刚刚进来,”他说。“太可怕了,我真的不知道该怎么办了。”最后他什么也没做。很快,他就有了一系列全新的干扰。“过去,我们的投资者会议会在两周内售罄,”吉尔德说。“但在2001年,我们发出同样的文献,同样的邀请函,就有五七个人报名。”他失去了为聚会预留酒店空间的押金。简讯续订率直线下降。一笔巨额税单到期了。到2002年春天,他已经解雇了近一半的员工。“你可能前一刻还非常富有,下一刻,你就无法向你的合作伙伴支付最后一百万美元,然后你的房子突然就被留置权了,”他说。</i></blockquote></p><p> Many of the best stocks on George’s list at the top in 1999 ended up going down 99% or more. Many went to zero, even as their technologies and ideas carried on and built the internet we all use every day now.</p><p><blockquote>1999年乔治排行榜上名列前茅的许多最佳股票最终下跌了99%或更多。许多人归零,即使他们的技术和想法继续发展,并建立了我们现在每天都在使用的互联网。</blockquote></p><p> CCIV is likely a harbinger of more pain for those who ignore valuations and fundamentals.</p><p><blockquote>对于那些忽视估值和基本面的人来说,CCIV可能预示着更多痛苦。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/the-days-of-easy-money-in-the-stock-market-are-now-over-11614104263?mod=home-page\">MarketWatch</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":{"TSLA":"特斯拉",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","ARKK":"ARK Innovation ETF"},"source_url":"https://www.marketwatch.com/story/the-days-of-easy-money-in-the-stock-market-are-now-over-11614104263?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1197533827","content_text":"Get ready for a return to normal. Lucid’s SPAC and ARK Invest’s ETFs carry the whiff of the late-1990s technology bubble.\nIgnore stock valuations and companies’ fundamentals at your peril.\nChurchill Capital Corp. ,a special purpose acquisition company (SPAC) that had been rumored to merge with a Tesla-wannabe, Lucid Motors, finally announced Monday night that it is indeed going to do so. And in a classic Wall Street reaction, the market “sold the news” after long having “bought the rumor.”\nCCIV was up 500% from when it went public as a blank-check company, and today the stock market has wiped half of what its market value was perceived to be Monday at noon. This is a stock that I had warned about earlier this month as one of the many “Random Number Generators” (RNGs) that should be avoided. People and institutions who had for weeks been buying CCIV at $40, $50, $60 or even $70 per share have suddenly seen a huge wipeout of value.\nThey’re now, maybe, looking around at their other RNG SPACs and wondering if they should actually look at the valuations.\nReviewing this week’s ugly stock-market action in a broader context, you might note that Tesla Inc. at $900 — after the company reported a not-so-great quarter that included some questions about gross margin expansion — is looking like it could have been a top-maker itself.\nMany questionable EV stocks continued to rally for a week or two before getting their comeuppance this week. At least for a day or two. It will be interesting to look back in a month to see what the non-TSLA EV stocks do from here. I expect most to move much lower even than today’s quotes, which are much lower than last week’s quotes.\nPiling into ARK\nThese days everybody wants to be Cathie Wood from ARK Invest. She was an early bull on Tesla and bitcoinBTCUSD,6.03%and some of the the other themes that long-time followers of mine and I got into even earlier than she did. Her actively managed ETF, ARK Innovation ETF being the most famous, has performed very well, and her commentary has been spot on for a couple years now.\nBut I have bad news. Even as I am a fan of Cathie’s and wish her and her investors all the best, I can’t help but think of the story of George Gilder, with whom I’ve become friends in the decades since I wrote this in 2001 for TheStreet.com. (I just realized this article was published just two weeks after 9/11.):\n“Investors need to heed a few rules when evaluating companies in their portfolio: Cash is king, as cash flow becomes increasingly difficult to judge on an ongoing basis. As such, a simple glance at a company’s balance sheet can tell you a lot about whether it’s worthy of investment. Now that the huge daily run-ups of telco stocks are gone forever, the potential rewards of any business with questionable viability aren’t worth the risk of your capital. Look for real revenue on the books. As tech guru George Gilder and his followers have learned (at least, I hope they have by now), great technology doesn’t translate into a great investment. Companies need sales channels, and they need products for which there are immediate uses. You might be surprised that I didn’t mention profitability in that list. Profitability is naturally important, but even companies like Cisco probably won’t be profitable this quarter and perhaps for several more, as they’ll have to continue aligning capacity, employees and inventory with demand.\nLet me repeat the caveat here: You’ll never see the type of returns, at least in telecom and telecom-tech stocks, that we saw almost daily in the late 1990s. That’s another reason why these tech mutual fund guys, who keep preaching to stay the course, will take forever to get back to even.”\nThe hangover\nTelecom and telecom-tech stocks never again saw the kind of returns they did back in the late 1990s. I think the same can be said of EV stocks and many other of the favorites that Cathie Wood and her crowd of blind followers are these days plowing into as they put their money to work regardless of valuations.\nHere’s what George had to say in 2002:\n“In retrospect, it’s obvious that I should’ve subtly said, ‘Hey, things have gotten out of hand at JDS Uniphase, and it’s not worth what you’d have to pay for it,’” he says. Each month, he thought about providing a warning to his subscribers, and he decided against it every time. He had witnessed firsthand what others had dubbed the “Gilder effect”: the steep spike in a stock after he added that company to his list. It wasn’t unheard of for the price of a stock to jump by more than 50 percent within an hour of a newsletter’s release. If I had said, ‘Hey, this is a top, you should all sell,’ it would’ve been a cataclysmic event,” he says. “I’d think about telling people that they should sell half their holdings, and each time I’d conclude that my subscribers would be enraged. I also wondered what I’d precipitate if I did it.” Fully 50 percent of his readers had signed up for the report at what Gilder now calls the “hysterical peak” of the market. “Half of my subscribers would have been eternally grateful [for a warning], but the other half – the new ones – would’ve been enraged because they had just come in,” he says. “It was quite terrifying. I really didn’t know what to do.” In the end he did nothing. And soon enough, he had an entirely new set of distractions to fret over. “In the past, we’d sell out our investor conferences within two weeks,” Gilder says. “But in 2001, we sent out the same literature and the same invitations, and five or seven people signed up.” He lost the deposits that were placed to reserve hotel space for the gatherings. Newsletter renewal rates plummeted. A huge tax bill came due. By spring 2002, he’d laid off nearly half of his staff. “You can be just fabulously flush one moment, and then the next, you can’t make that last million-dollar payment to your partners, and there’s suddenly a lien on your house,” he says.\nMany of the best stocks on George’s list at the top in 1999 ended up going down 99% or more. Many went to zero, even as their technologies and ideas carried on and built the internet we all use every day now.\nCCIV is likely a harbinger of more pain for those who ignore valuations and fundamentals.","news_type":1,"symbols_score_info":{".SPX":0.9,"ARKK":0.9,".DJI":0.9,"TSLA":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387546922,"gmtCreate":1613760859466,"gmtModify":1634552318438,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575590418779651","idStr":"3575590418779651"},"themes":[],"htmlText":"Exciting news","listText":"Exciting news","text":"Exciting news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/387546922","repostId":"1131795735","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389366874,"gmtCreate":1612691808798,"gmtModify":1703764324566,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575590418779651","idStr":"3575590418779651"},"themes":[],"htmlText":"Keep buying..","listText":"Keep buying..","text":"Keep buying..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389366874","repostId":"2109072140","repostType":4,"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382147442,"gmtCreate":1613397514886,"gmtModify":1634553766311,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575590418779651","idStr":"3575590418779651"},"themes":[],"htmlText":"I think oil will stabilise at this level ","listText":"I think oil will stabilise at this level ","text":"I think oil will stabilise at this level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382147442","repostId":"2110904027","repostType":4,"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386716634,"gmtCreate":1613273430228,"gmtModify":1634554047384,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575590418779651","idStr":"3575590418779651"},"themes":[],"htmlText":"Thanks and noted","listText":"Thanks and noted","text":"Thanks and noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386716634","repostId":"2110026963","repostType":4,"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383081574,"gmtCreate":1612806929798,"gmtModify":1703765410112,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575590418779651","idStr":"3575590418779651"},"themes":[],"htmlText":"Unbelievable! ","listText":"Unbelievable! ","text":"Unbelievable!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383081574","repostId":"1133468331","repostType":4,"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384438048,"gmtCreate":1613664977484,"gmtModify":1634552704827,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575590418779651","idStr":"3575590418779651"},"themes":[],"htmlText":"Hope for the best","listText":"Hope for the best","text":"Hope for the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384438048","repostId":"2112869210","repostType":4,"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389614335,"gmtCreate":1612764470527,"gmtModify":1703764715398,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575590418779651","idStr":"3575590418779651"},"themes":[],"htmlText":"I hope small traders will win","listText":"I hope small traders will win","text":"I hope small traders will win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389614335","repostId":"1111834799","repostType":4,"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389699646,"gmtCreate":1612759917885,"gmtModify":1703764677288,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575590418779651","idStr":"3575590418779651"},"themes":[],"htmlText":"Lets see tonight","listText":"Lets see tonight","text":"Lets see tonight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389699646","repostId":"1133877733","repostType":4,"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389699860,"gmtCreate":1612759873550,"gmtModify":1703764676946,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575590418779651","idStr":"3575590418779651"},"themes":[],"htmlText":"Interesting..!","listText":"Interesting..!","text":"Interesting..!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389699860","repostId":"1186107514","repostType":4,"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389699067,"gmtCreate":1612759775359,"gmtModify":1703764676433,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575590418779651","idStr":"3575590418779651"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389699067","repostId":"1179734635","repostType":4,"repost":{"id":"1179734635","kind":"news","pubTimestamp":1612753999,"share":"https://www.laohu8.com/m/news/1179734635?lang=zh_CN&edition=full","pubTime":"2021-02-08 11:13","market":"us","language":"en","title":"5 Stocks That Can Double in a Biden Bull Market<blockquote>拜登牛市中可以翻倍的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179734635","media":"The Motley Fool","summary":"The conditions are ripe for an explosive bull market to take shape under the new administration.\nThe","content":"<p>The conditions are ripe for an explosive bull market to take shape under the new administration.</p><p><blockquote>在新政府的领导下,爆炸性牛市的条件已经成熟。</blockquote></p><p> The stage is set for a potentially epic bull market to take shape with Joe Biden in the White House.</p><p><blockquote>随着乔·拜登入主白宫,一场潜在的史诗般的牛市即将形成。</blockquote></p><p> Volatility remains high and the U.S. economy is still finding its footing after one of the steepest recessions in decades. Still, historically low lending rates, ongoing quantitative easing measures from the Federal Reserve, and multiple rounds of fiscal stimulus from Washington could light a fire under equities. With access to cheap capital, growth stocks with clear-cut competitive advantages should face few hurdles.</p><p><blockquote>波动性仍然很高,美国经济在经历了几十年来最严重的衰退之一后仍在站稳脚跟。尽管如此,处于历史低位的贷款利率、美联储持续的量化宽松措施以及华盛顿的多轮财政刺激措施可能会点燃股市的火焰。由于能够获得廉价资本,具有明显竞争优势的成长型股票应该不会面临什么障碍。</blockquote></p><p> If you're looking to grow your wealth by taking advantage of what could be an explosive Biden bull market, the following five stocks could be just what you need to double your money.</p><p><blockquote>如果您想利用拜登爆炸性牛市来增加财富,那么以下五只股票可能正是您让资金翻倍所需的。</blockquote></p><p> <b>Fastly</b></p><p><blockquote><b>快速地</b></blockquote></p><p> Let's begin with edge cloud services provider <b>Fastly</b>(NYSE:FSLY). This company is responsible for securely and expeditiously delivering content to end users. It's benefited nicely from businesses shifting their traffic online, a long-term trend that the pandemic accelerated. Fastly has proven to be a go-to edge cloud provider, and willcontinue to be as online traffic surgesin the years to come.</p><p><blockquote>让我们从边缘云服务提供商开始<b>快速地</b>(纽约证券交易所代码:FSLY)。该公司负责安全、快速地向最终用户交付内容。它很好地受益于企业将流量转移到网上,这是疫情加速的一个长期趋势。事实证明,Fastly是首选的边缘云提供商,并将在未来几年随着在线流量的激增而继续如此。</blockquote></p><p> Fastly growth from existing clients is extremely impressive. Even after TikTok parent ByteDance pulled most of its traffic off Fastly's network in the third quarter (TikTok was Fastly's biggest customer by revenue in the first-half of 2020, and was embroiled in a spat with the Trump administration during Q3), Fastly's sales jumped 42%. The bulk of this growth came from existing clients, with the company reporting a dollar-based net expansion rate of 147%.</p><p><blockquote>现有客户的快速增长令人印象深刻。即使在TikTok母公司字节跳动在第三季度从Fastly的网络中撤出大部分流量(按收入计算,TikTok是Fastly 2020年上半年最大的客户,并在第三季度卷入了与特朗普政府的争执)之后,Fastly的销售额仍增长了42%。这一增长大部分来自现有客户,该公司报告以美元计算的净增长率为147%。</blockquote></p><p> Having existing clients spend more is Fastly's ticket to recurring profits, and should play a key role in doubling its share price.</p><p><blockquote>让现有客户增加支出是Fastly获得经常性利润的门票,并且应该在其股价翻倍方面发挥关键作用。</blockquote></p><p> <b>Teladoc Health</b></p><p><blockquote><b>Teladoc健康</b></blockquote></p><p> Precision medicine should be a slam-dunk growth trend in a Biden bull market, which is why <b>Teladoc Health</b>(NYSE:TDOC)is such a smart stock to buy.</p><p><blockquote>在拜登牛市中,精准医疗应该是一个强劲的增长趋势,这就是为什么<b>Teladoc健康</b>(纽约证券交易所股票代码:TDOC)是一只值得购买的明智股票。</blockquote></p><p> As the name suggests, Teladoc is a leading telehealth services company. Like Fastly, it was able totake advantageof the coronavirus disease 2019 (COVID-19) pandemic. Between April 2020 and September 2020, virtual appointments more than tripled. Telehealth will remain an important part of the U.S. healthcare system even after the pandemic ends. It's more convenient for patients and physicians, and virtual visits are billed at a lower cost than office visits for insurers.</p><p><blockquote>顾名思义,Teladoc是一家领先的远程医疗服务公司。与Fastly一样,它能够利用冠状病毒疾病2019(COVID-19)大流行。2020年4月至2020年9月期间,虚拟预约增加了两倍多。即使在疫情结束后,远程医疗仍将是美国医疗保健系统的重要组成部分。这对病人和医生来说更方便,而且对保险公司来说,虚拟就诊的费用比办公室就诊更低。</blockquote></p><p> Beyond telemedicine, Teladoc also acquired applied health signals company Livongo Health in early November. Livongo has already turned the corner to profitability, despite only securing a little over 1% of the U.S. diabetes market. Livongo offers tips and nudges to help chronically ill patients lead healthier lives. It's looking to expand this service to patients with hypertension and weight management concerns in the months and years to come. In other words, Livongomakes the fast-growing Teladoc that much better.</p><p><blockquote>除了远程医疗之外,Teladoc还在11月初收购了应用健康信号公司Livongo Health。尽管Livongo仅占据美国糖尿病市场1%多一点的份额,但它已经扭亏为盈。Livongo提供提示和提示,帮助慢性病患者过上更健康的生活。它希望在未来几个月和几年内将这项服务扩展到有高血压和体重管理问题的患者。换句话说,Livongo让快速增长的Teladoc变得更好。</blockquote></p><p> <b>Cresco Labs</b></p><p><blockquote><b>Cresco实验室</b></blockquote></p><p> The marijuana industry is finally beginning to mature, and ahandful of winners are emerging. Multistate operator <b>Cresco Labs</b>(OTC:CRLBF)is one such name to get onto your buy list.</p><p><blockquote>大麻产业终于开始成熟,少数赢家正在出现。多状态算子<b>Cresco实验室</b>(场外交易代码:CRLBF)就是这样一个值得列入您购买清单的名字。</blockquote></p><p> Cresco and most other U.S.marijuana stocksdon't need any action from the Biden administration to thrive. Having states set their own cannabis guidelines has been working fine for Cresco. In fact, the company has two key catalysts driving its growth that could push total sales above $1 billion by as early as 2022.</p><p><blockquote>Cresco和大多数其他美国大麻股票不需要拜登政府采取任何行动就能蓬勃发展。让各州制定自己的大麻指导方针对Cresco来说效果很好。事实上,该公司有两个推动其增长的关键催化剂,最早可能在2022年将总销售额推至10亿美元以上。</blockquote></p><p> First, Cresco has its retail operations: 20 open dispensaries, 10 of which are in Illinois. The Land of Lincoln is a limited license state that registered $1 billion in cannabis sales in its first year of recreational legalization.</p><p><blockquote>首先,Cresco拥有零售业务:20家开放药房,其中10家位于伊利诺伊州。林肯之地是一个有限许可的州,在娱乐合法化的第一年,大麻销售额就达到了10亿美元。</blockquote></p><p> Second, Cresco Labs is a wholesale marijuana kingpin in California, the most lucrative weed market in the world by annual sales. Purchasing Origin House in January 2020 gave Cresco access to the company's cannabis distribution license. Nowadays, it's able to place cannabis products into more than 575 dispensaries throughout the Golden State.</p><p><blockquote>其次,Cresco Labs是加利福尼亚州的大麻批发巨头,按年销售额计算,加利福尼亚州是世界上最赚钱的大麻市场。2020年1月收购Origin House使Cresco获得了该公司的大麻分销许可证。如今,它能够将大麻产品放入整个金州超过575家药房。</blockquote></p><p> <b>Ping Identity</b></p><p><blockquote><b>Ping标识</b></blockquote></p><p> Investors should also expect cybersecurity stocks like <b>Ping Identity</b>(NYSE:PING)to thrive in a Biden bull market.</p><p><blockquote>投资者还应该期待网络安全股票,例如<b>Ping标识</b>(纽约证券交易所股票代码:PING)在拜登牛市中蓬勃发展。</blockquote></p><p> The beauty of businesses moving online and into the cloud is that it creates a growing demand for data protection.Cybersecurity is no longer optional. No matter the size of a business or the state of the local or global economy, hackers and robots don't take time off.</p><p><blockquote>企业转移到网上和云端的美妙之处在于,它创造了不断增长的数据保护需求。网络安全不再是可有可无的。无论企业规模如何,也无论当地或全球经济状况如何,黑客和机器人都不会请假。</blockquote></p><p> One of the many companies at the heart of data protection is Ping Identity. Ping relies on artificial intelligence to help its identity verification solutions grow smarter over time. The more clients Ping lands, the more effective its identity solutions are at identifying unique threats to enterprise data.</p><p><blockquote>Ping Identity是数据保护核心的众多公司之一。随着时间的推移,Ping依靠人工智能来帮助其身份验证解决方案变得更加智能。Ping登陆的客户端越多,其身份解决方案在识别企业数据的独特威胁方面就越有效。</blockquote></p><p></p><p> What's more, Ping doesn't trade at 20 or 30 times sales like most cybersecurity stocks. Ping can be scooped up for about 9 times Wall Street's consensus 2021 sales, yet looks to be on track for sustainable low double-digit growth moving forward. That's growth and value wrapped up in a single stock.</p><p><blockquote>更重要的是,Ping的交易价格不像大多数网络安全股票那样是销售额的20或30倍。Ping的销售额约为华尔街2021年共识销售额的9倍,但未来有望实现可持续的低两位数增长。这就是一只股票的增长和价值。</blockquote></p><p> <b>Redfin</b></p><p><blockquote><b>Redfin</b></blockquote></p><p> A Biden bull market should be kind to innovative real estate companies, too. That's why<b>Redfin</b>(NASDAQ:RDFN)has a really good chance of doubling with Biden in the White House.</p><p><blockquote>拜登牛市也应该善待创新型房地产公司。这就是为什么<b>Redfin</b>(纳斯达克:RDFN)很有可能与拜登一起入主白宫。</blockquote></p><p> On one hand, macroeconomic factors are playing right into Redfin's hands. The Fed has every intention of keeping its federal funds target rate at or near record lows through 2023. Plus, as noted, the nation's central bank is buying government debt each month, which could further push Treasury rates down. This all points to historically low mortgage rates and a red-hot market for housing.</p><p><blockquote>一方面,宏观经济因素正对Redfin有利。美联储完全打算在2023年之前将其联邦基金目标利率保持在或接近历史低点。此外,如前所述,该国央行每月都会购买政府债务,这可能会进一步压低国债利率。这一切都表明抵押贷款利率处于历史低位,房地产市场火热。</blockquote></p><p> On the other hand, it's all about what Redfin brings to the table to differentiate itself from the competition. For example, Redfin'slisting rates of 1% to 1.5%are up to 2 percentage points lower than traditional commission fees.</p><p><blockquote>另一方面,这完全取决于Redfin带来了什么来使自己在竞争中脱颖而出。例如,Redfin 1%至1.5%的上市费率比传统佣金低2个百分点。</blockquote></p><p> Additionally, this is a company thatoffers a number of high-margin ease-of-use servicesthat simplify the buying process. This includes everything from Redfin simply acquiring homes from sellers for a flat fee (these homes are held as inventory and sold later), to homeowners paying Redfin to handle title, appraisal, and home inspection paperwork. It's a growth stock with serious upside still to come.</p><p><blockquote>此外,这家公司还提供许多高利润的易用服务,简化了购买流程。这包括从Redfin简单地以固定费用从卖家那里收购房屋(这些房屋作为库存持有,稍后出售),到房主向Redfin支付处理产权、评估和房屋检查文书工作的费用。这是一只成长型股票,仍有很大的上涨空间。</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>5 Stocks That Can Double in a Biden Bull Market<blockquote>拜登牛市中可以翻倍的5只股票</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\">\n5 Stocks That Can Double in a Biden Bull Market<blockquote>拜登牛市中可以翻倍的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Motley Fool</strong><span class=\"h-time small\">2021-02-08 11:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The conditions are ripe for an explosive bull market to take shape under the new administration.</p><p><blockquote>在新政府的领导下,爆炸性牛市的条件已经成熟。</blockquote></p><p> The stage is set for a potentially epic bull market to take shape with Joe Biden in the White House.</p><p><blockquote>随着乔·拜登入主白宫,一场潜在的史诗般的牛市即将形成。</blockquote></p><p> Volatility remains high and the U.S. economy is still finding its footing after one of the steepest recessions in decades. Still, historically low lending rates, ongoing quantitative easing measures from the Federal Reserve, and multiple rounds of fiscal stimulus from Washington could light a fire under equities. With access to cheap capital, growth stocks with clear-cut competitive advantages should face few hurdles.</p><p><blockquote>波动性仍然很高,美国经济在经历了几十年来最严重的衰退之一后仍在站稳脚跟。尽管如此,处于历史低位的贷款利率、美联储持续的量化宽松措施以及华盛顿的多轮财政刺激措施可能会点燃股市的火焰。由于能够获得廉价资本,具有明显竞争优势的成长型股票应该不会面临什么障碍。</blockquote></p><p> If you're looking to grow your wealth by taking advantage of what could be an explosive Biden bull market, the following five stocks could be just what you need to double your money.</p><p><blockquote>如果您想利用拜登爆炸性牛市来增加财富,那么以下五只股票可能正是您让资金翻倍所需的。</blockquote></p><p> <b>Fastly</b></p><p><blockquote><b>快速地</b></blockquote></p><p> Let's begin with edge cloud services provider <b>Fastly</b>(NYSE:FSLY). This company is responsible for securely and expeditiously delivering content to end users. It's benefited nicely from businesses shifting their traffic online, a long-term trend that the pandemic accelerated. Fastly has proven to be a go-to edge cloud provider, and willcontinue to be as online traffic surgesin the years to come.</p><p><blockquote>让我们从边缘云服务提供商开始<b>快速地</b>(纽约证券交易所代码:FSLY)。该公司负责安全、快速地向最终用户交付内容。它很好地受益于企业将流量转移到网上,这是疫情加速的一个长期趋势。事实证明,Fastly是首选的边缘云提供商,并将在未来几年随着在线流量的激增而继续如此。</blockquote></p><p> Fastly growth from existing clients is extremely impressive. Even after TikTok parent ByteDance pulled most of its traffic off Fastly's network in the third quarter (TikTok was Fastly's biggest customer by revenue in the first-half of 2020, and was embroiled in a spat with the Trump administration during Q3), Fastly's sales jumped 42%. The bulk of this growth came from existing clients, with the company reporting a dollar-based net expansion rate of 147%.</p><p><blockquote>现有客户的快速增长令人印象深刻。即使在TikTok母公司字节跳动在第三季度从Fastly的网络中撤出大部分流量(按收入计算,TikTok是Fastly 2020年上半年最大的客户,并在第三季度卷入了与特朗普政府的争执)之后,Fastly的销售额仍增长了42%。这一增长大部分来自现有客户,该公司报告以美元计算的净增长率为147%。</blockquote></p><p> Having existing clients spend more is Fastly's ticket to recurring profits, and should play a key role in doubling its share price.</p><p><blockquote>让现有客户增加支出是Fastly获得经常性利润的门票,并且应该在其股价翻倍方面发挥关键作用。</blockquote></p><p> <b>Teladoc Health</b></p><p><blockquote><b>Teladoc健康</b></blockquote></p><p> Precision medicine should be a slam-dunk growth trend in a Biden bull market, which is why <b>Teladoc Health</b>(NYSE:TDOC)is such a smart stock to buy.</p><p><blockquote>在拜登牛市中,精准医疗应该是一个强劲的增长趋势,这就是为什么<b>Teladoc健康</b>(纽约证券交易所股票代码:TDOC)是一只值得购买的明智股票。</blockquote></p><p> As the name suggests, Teladoc is a leading telehealth services company. Like Fastly, it was able totake advantageof the coronavirus disease 2019 (COVID-19) pandemic. Between April 2020 and September 2020, virtual appointments more than tripled. Telehealth will remain an important part of the U.S. healthcare system even after the pandemic ends. It's more convenient for patients and physicians, and virtual visits are billed at a lower cost than office visits for insurers.</p><p><blockquote>顾名思义,Teladoc是一家领先的远程医疗服务公司。与Fastly一样,它能够利用冠状病毒疾病2019(COVID-19)大流行。2020年4月至2020年9月期间,虚拟预约增加了两倍多。即使在疫情结束后,远程医疗仍将是美国医疗保健系统的重要组成部分。这对病人和医生来说更方便,而且对保险公司来说,虚拟就诊的费用比办公室就诊更低。</blockquote></p><p> Beyond telemedicine, Teladoc also acquired applied health signals company Livongo Health in early November. Livongo has already turned the corner to profitability, despite only securing a little over 1% of the U.S. diabetes market. Livongo offers tips and nudges to help chronically ill patients lead healthier lives. It's looking to expand this service to patients with hypertension and weight management concerns in the months and years to come. In other words, Livongomakes the fast-growing Teladoc that much better.</p><p><blockquote>除了远程医疗之外,Teladoc还在11月初收购了应用健康信号公司Livongo Health。尽管Livongo仅占据美国糖尿病市场1%多一点的份额,但它已经扭亏为盈。Livongo提供提示和提示,帮助慢性病患者过上更健康的生活。它希望在未来几个月和几年内将这项服务扩展到有高血压和体重管理问题的患者。换句话说,Livongo让快速增长的Teladoc变得更好。</blockquote></p><p> <b>Cresco Labs</b></p><p><blockquote><b>Cresco实验室</b></blockquote></p><p> The marijuana industry is finally beginning to mature, and ahandful of winners are emerging. Multistate operator <b>Cresco Labs</b>(OTC:CRLBF)is one such name to get onto your buy list.</p><p><blockquote>大麻产业终于开始成熟,少数赢家正在出现。多状态算子<b>Cresco实验室</b>(场外交易代码:CRLBF)就是这样一个值得列入您购买清单的名字。</blockquote></p><p> Cresco and most other U.S.marijuana stocksdon't need any action from the Biden administration to thrive. Having states set their own cannabis guidelines has been working fine for Cresco. In fact, the company has two key catalysts driving its growth that could push total sales above $1 billion by as early as 2022.</p><p><blockquote>Cresco和大多数其他美国大麻股票不需要拜登政府采取任何行动就能蓬勃发展。让各州制定自己的大麻指导方针对Cresco来说效果很好。事实上,该公司有两个推动其增长的关键催化剂,最早可能在2022年将总销售额推至10亿美元以上。</blockquote></p><p> First, Cresco has its retail operations: 20 open dispensaries, 10 of which are in Illinois. The Land of Lincoln is a limited license state that registered $1 billion in cannabis sales in its first year of recreational legalization.</p><p><blockquote>首先,Cresco拥有零售业务:20家开放药房,其中10家位于伊利诺伊州。林肯之地是一个有限许可的州,在娱乐合法化的第一年,大麻销售额就达到了10亿美元。</blockquote></p><p> Second, Cresco Labs is a wholesale marijuana kingpin in California, the most lucrative weed market in the world by annual sales. Purchasing Origin House in January 2020 gave Cresco access to the company's cannabis distribution license. Nowadays, it's able to place cannabis products into more than 575 dispensaries throughout the Golden State.</p><p><blockquote>其次,Cresco Labs是加利福尼亚州的大麻批发巨头,按年销售额计算,加利福尼亚州是世界上最赚钱的大麻市场。2020年1月收购Origin House使Cresco获得了该公司的大麻分销许可证。如今,它能够将大麻产品放入整个金州超过575家药房。</blockquote></p><p> <b>Ping Identity</b></p><p><blockquote><b>Ping标识</b></blockquote></p><p> Investors should also expect cybersecurity stocks like <b>Ping Identity</b>(NYSE:PING)to thrive in a Biden bull market.</p><p><blockquote>投资者还应该期待网络安全股票,例如<b>Ping标识</b>(纽约证券交易所股票代码:PING)在拜登牛市中蓬勃发展。</blockquote></p><p> The beauty of businesses moving online and into the cloud is that it creates a growing demand for data protection.Cybersecurity is no longer optional. No matter the size of a business or the state of the local or global economy, hackers and robots don't take time off.</p><p><blockquote>企业转移到网上和云端的美妙之处在于,它创造了不断增长的数据保护需求。网络安全不再是可有可无的。无论企业规模如何,也无论当地或全球经济状况如何,黑客和机器人都不会请假。</blockquote></p><p> One of the many companies at the heart of data protection is Ping Identity. Ping relies on artificial intelligence to help its identity verification solutions grow smarter over time. The more clients Ping lands, the more effective its identity solutions are at identifying unique threats to enterprise data.</p><p><blockquote>Ping Identity是数据保护核心的众多公司之一。随着时间的推移,Ping依靠人工智能来帮助其身份验证解决方案变得更加智能。Ping登陆的客户端越多,其身份解决方案在识别企业数据的独特威胁方面就越有效。</blockquote></p><p></p><p> What's more, Ping doesn't trade at 20 or 30 times sales like most cybersecurity stocks. Ping can be scooped up for about 9 times Wall Street's consensus 2021 sales, yet looks to be on track for sustainable low double-digit growth moving forward. That's growth and value wrapped up in a single stock.</p><p><blockquote>更重要的是,Ping的交易价格不像大多数网络安全股票那样是销售额的20或30倍。Ping的销售额约为华尔街2021年共识销售额的9倍,但未来有望实现可持续的低两位数增长。这就是一只股票的增长和价值。</blockquote></p><p> <b>Redfin</b></p><p><blockquote><b>Redfin</b></blockquote></p><p> A Biden bull market should be kind to innovative real estate companies, too. That's why<b>Redfin</b>(NASDAQ:RDFN)has a really good chance of doubling with Biden in the White House.</p><p><blockquote>拜登牛市也应该善待创新型房地产公司。这就是为什么<b>Redfin</b>(纳斯达克:RDFN)很有可能与拜登一起入主白宫。</blockquote></p><p> On one hand, macroeconomic factors are playing right into Redfin's hands. The Fed has every intention of keeping its federal funds target rate at or near record lows through 2023. Plus, as noted, the nation's central bank is buying government debt each month, which could further push Treasury rates down. This all points to historically low mortgage rates and a red-hot market for housing.</p><p><blockquote>一方面,宏观经济因素正对Redfin有利。美联储完全打算在2023年之前将其联邦基金目标利率保持在或接近历史低点。此外,如前所述,该国央行每月都会购买政府债务,这可能会进一步压低国债利率。这一切都表明抵押贷款利率处于历史低位,房地产市场火热。</blockquote></p><p> On the other hand, it's all about what Redfin brings to the table to differentiate itself from the competition. For example, Redfin'slisting rates of 1% to 1.5%are up to 2 percentage points lower than traditional commission fees.</p><p><blockquote>另一方面,这完全取决于Redfin带来了什么来使自己在竞争中脱颖而出。例如,Redfin 1%至1.5%的上市费率比传统佣金低2个百分点。</blockquote></p><p> Additionally, this is a company thatoffers a number of high-margin ease-of-use servicesthat simplify the buying process. This includes everything from Redfin simply acquiring homes from sellers for a flat fee (these homes are held as inventory and sold later), to homeowners paying Redfin to handle title, appraisal, and home inspection paperwork. It's a growth stock with serious upside still to come.</p><p><blockquote>此外,这家公司还提供许多高利润的易用服务,简化了购买流程。这包括从Redfin简单地以固定费用从卖家那里收购房屋(这些房屋作为库存持有,稍后出售),到房主向Redfin支付处理产权、评估和房屋检查文书工作的费用。这是一只成长型股票,仍有很大的上涨空间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/02/07/5-stocks-that-can-double-in-a-biden-bull-market/\">The 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":{"RDFN":"Redfin Corp","FSLY":"Fastly, Inc.","TDOC":"Teladoc Health Inc.","CRLBF":"Cresco Labs Inc.","PING":"Ping Identity Holding"},"source_url":"https://www.fool.com/investing/2021/02/07/5-stocks-that-can-double-in-a-biden-bull-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179734635","content_text":"The conditions are ripe for an explosive bull market to take shape under the new administration.\nThe stage is set for a potentially epic bull market to take shape with Joe Biden in the White House.\nVolatility remains high and the U.S. economy is still finding its footing after one of the steepest recessions in decades. Still, historically low lending rates, ongoing quantitative easing measures from the Federal Reserve, and multiple rounds of fiscal stimulus from Washington could light a fire under equities. With access to cheap capital, growth stocks with clear-cut competitive advantages should face few hurdles.\nIf you're looking to grow your wealth by taking advantage of what could be an explosive Biden bull market, the following five stocks could be just what you need to double your money.\nFastly\nLet's begin with edge cloud services provider Fastly(NYSE:FSLY). This company is responsible for securely and expeditiously delivering content to end users. It's benefited nicely from businesses shifting their traffic online, a long-term trend that the pandemic accelerated. Fastly has proven to be a go-to edge cloud provider, and willcontinue to be as online traffic surgesin the years to come.\nFastly growth from existing clients is extremely impressive. Even after TikTok parent ByteDance pulled most of its traffic off Fastly's network in the third quarter (TikTok was Fastly's biggest customer by revenue in the first-half of 2020, and was embroiled in a spat with the Trump administration during Q3), Fastly's sales jumped 42%. The bulk of this growth came from existing clients, with the company reporting a dollar-based net expansion rate of 147%.\nHaving existing clients spend more is Fastly's ticket to recurring profits, and should play a key role in doubling its share price.\nTeladoc Health\nPrecision medicine should be a slam-dunk growth trend in a Biden bull market, which is why Teladoc Health(NYSE:TDOC)is such a smart stock to buy.\nAs the name suggests, Teladoc is a leading telehealth services company. Like Fastly, it was able totake advantageof the coronavirus disease 2019 (COVID-19) pandemic. Between April 2020 and September 2020, virtual appointments more than tripled. Telehealth will remain an important part of the U.S. healthcare system even after the pandemic ends. It's more convenient for patients and physicians, and virtual visits are billed at a lower cost than office visits for insurers.\nBeyond telemedicine, Teladoc also acquired applied health signals company Livongo Health in early November. Livongo has already turned the corner to profitability, despite only securing a little over 1% of the U.S. diabetes market. Livongo offers tips and nudges to help chronically ill patients lead healthier lives. It's looking to expand this service to patients with hypertension and weight management concerns in the months and years to come. In other words, Livongomakes the fast-growing Teladoc that much better.\nCresco Labs\nThe marijuana industry is finally beginning to mature, and ahandful of winners are emerging. Multistate operator Cresco Labs(OTC:CRLBF)is one such name to get onto your buy list.\nCresco and most other U.S.marijuana stocksdon't need any action from the Biden administration to thrive. Having states set their own cannabis guidelines has been working fine for Cresco. In fact, the company has two key catalysts driving its growth that could push total sales above $1 billion by as early as 2022.\nFirst, Cresco has its retail operations: 20 open dispensaries, 10 of which are in Illinois. The Land of Lincoln is a limited license state that registered $1 billion in cannabis sales in its first year of recreational legalization.\nSecond, Cresco Labs is a wholesale marijuana kingpin in California, the most lucrative weed market in the world by annual sales. Purchasing Origin House in January 2020 gave Cresco access to the company's cannabis distribution license. Nowadays, it's able to place cannabis products into more than 575 dispensaries throughout the Golden State.\nPing Identity\nInvestors should also expect cybersecurity stocks like Ping Identity(NYSE:PING)to thrive in a Biden bull market.\nThe beauty of businesses moving online and into the cloud is that it creates a growing demand for data protection.Cybersecurity is no longer optional. No matter the size of a business or the state of the local or global economy, hackers and robots don't take time off.\nOne of the many companies at the heart of data protection is Ping Identity. Ping relies on artificial intelligence to help its identity verification solutions grow smarter over time. The more clients Ping lands, the more effective its identity solutions are at identifying unique threats to enterprise data.\nWhat's more, Ping doesn't trade at 20 or 30 times sales like most cybersecurity stocks. Ping can be scooped up for about 9 times Wall Street's consensus 2021 sales, yet looks to be on track for sustainable low double-digit growth moving forward. That's growth and value wrapped up in a single stock.\nRedfin\nA Biden bull market should be kind to innovative real estate companies, too. That's whyRedfin(NASDAQ:RDFN)has a really good chance of doubling with Biden in the White House.\nOn one hand, macroeconomic factors are playing right into Redfin's hands. The Fed has every intention of keeping its federal funds target rate at or near record lows through 2023. Plus, as noted, the nation's central bank is buying government debt each month, which could further push Treasury rates down. This all points to historically low mortgage rates and a red-hot market for housing.\nOn the other hand, it's all about what Redfin brings to the table to differentiate itself from the competition. For example, Redfin'slisting rates of 1% to 1.5%are up to 2 percentage points lower than traditional commission fees.\nAdditionally, this is a company thatoffers a number of high-margin ease-of-use servicesthat simplify the buying process. This includes everything from Redfin simply acquiring homes from sellers for a flat fee (these homes are held as inventory and sold later), to homeowners paying Redfin to handle title, appraisal, and home inspection paperwork. It's a growth stock with serious upside still to come.","news_type":1,"symbols_score_info":{"TDOC":0.9,"RDFN":0.9,"FSLY":0.9,"CRLBF":0.9,"PING":0.9}},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389362182,"gmtCreate":1612692113146,"gmtModify":1703764326112,"author":{"id":"3575590418779651","authorId":"3575590418779651","name":"274307ea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575590418779651","idStr":"3575590418779651"},"themes":[],"htmlText":"Definitely going up","listText":"Definitely going up","text":"Definitely going up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389362182","repostId":"1161551882","repostType":4,"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}