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hhyceline

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2021-09-08

$AMC Entertainment(AMC)$share

2021-09-07

Great ariticle, would you like to share it?

Why AMC Stock Soared Almost 30% in August

2021-08-28

$NIO Inc.(NIO)$[喷血]

2021-08-28

[财迷] [财迷]

2021-08-27

$Palantir Technologies Inc.(PLTR)$[愤怒] [愤怒]

2021-08-12

$Palantir Technologies Inc.(PLTR)$[呆住]

2021-07-28

$Palantir Technologies Inc.(PLTR)$lol

2021-07-25

$Palantir Technologies Inc.(PLTR)$[龇牙] [流泪]

2021-07-25

[流泪]

2021-07-14

Share

2021-07-13

$Palantir Technologies Inc.(PLTR)$erm wtf

2021-07-12

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2021-07-09

$Palantir Technologies Inc.(PLTR)$[流泪]

2021-07-09

No buy

2021-07-07

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2021-07-03

Niceee

@zjings:$ARK Genomic Revolution Multi-Sector ETF(ARKG)$wa first time green!

2021-07-02

[开心] [开心]

2021-06-29

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2021-06-26

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2021-06-26

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href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>share","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>share","text":"$AMC Entertainment(AMC)$share","images":[{"img":"https://static.tigerbbs.com/3bb677829e0dffd5c8ee7e22316547ab","width":"1440","height":"4582"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889184189","isVote":1,"tweetType":1,"viewCount":1274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":880159315,"gmtCreate":1631026568537,"gmtModify":1631890579563,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578128120498769","authorIdStr":"3578128120498769"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880159315","repostId":"1126153718","repostType":4,"repost":{"id":"1126153718","kind":"news","pubTimestamp":1631025174,"share":"https://www.laohu8.com/m/news/1126153718?lang=&edition=full","pubTime":"2021-09-07 22:32","market":"us","language":"en","title":"Why AMC Stock Soared Almost 30% in August","url":"https://stock-news.laohu8.com/highlight/detail?id=1126153718","media":"Motley Fool","summary":"AMC jumped 7% in early trading Tuesday.\n\n\nThe meme stock may have gotten bids from investors actuall","content":"<p>AMC&nbsp;jumped&nbsp;7%&nbsp;in early trading&nbsp;Tuesday.</p>\n<p><img src=\"https://static.tigerbbs.com/6b12c5f8f21e4c20fa9058564405114f\" tg-width=\"985\" tg-height=\"517\" width=\"100%\" height=\"auto\"></p>\n<blockquote>\n <b>The meme stock may have gotten bids from investors actually looking at the business itself.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>A record-breaking Labor Day weekend theater-only movie release gives shareholders a new reason for hope.</li>\n</ul>\n<p><b>What happened</b></p>\n<p>Meme stocks like<b>AMC Entertainment</b>(NYSE:AMC)have had quite a ride since the retail trading crowd initially drove share prices up earlier this year. 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The company calls the program \"an innovative, proactive communication initiative that will put AMC in direct communication with its extraordinary base of enthusiastic and passionate individual shareholders.\"</p>\n<p><b>Now what</b></p>\n<p>AMC has also taken advantage of the higher share price to raise needed capital as it struggles to get its business back on track. But that has also burdened the company with $5.5 billion in debt as the movie business struggles to attract theatergoers at the same time that production companies are releasing some movies on streaming services along with theaters.</p>\n<p>Retail traders have now given AMC amarket capof about $23 billion. That's a lofty valuation as the company continues to report losses, including $344 million in the second quarter ended June 30. The company also had negative free cash flow of over $250 million in the period.</p>\n<p>But since that financial report was released on Aug. 9, shares are up 33%. That highlights the disconnect between the current underlying business and the company's valuation. But the meme stock crowd seems to dismiss a connection between the two. Barring a significant pivot in its business strategy, AMC needs movies and customers to head back to theaters.</p>\n<p>The recent Labor Day weekend may have also given shareholders new hope that the demise of the movie theater business is premature.<b>Walt Disney</b>'s<i>Shang-Chi&nbsp;and the Legend of the Ten Rings</i>was released only in theaters, and it smashed the prior record for the four-day weekend with $90 million in ticket sales in the U.S. and Canada. So maybe believers in AMC are right that the business can recover. But it has a long way to go to justify any valuation close to where it currently stands.</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>Why AMC Stock Soared Almost 30% in August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMC Stock Soared Almost 30% in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 22:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/07/why-amc-stock-soared-almost-30-in-august/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC jumped 7% in early trading Tuesday.\n\n\nThe meme stock may have gotten bids from investors actually looking at the business itself.\n\nKey Points\n\nA record-breaking Labor Day weekend theater-only ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/07/why-amc-stock-soared-almost-30-in-august/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/09/07/why-amc-stock-soared-almost-30-in-august/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126153718","content_text":"AMC jumped 7% in early trading Tuesday.\n\n\nThe meme stock may have gotten bids from investors actually looking at the business itself.\n\nKey Points\n\nA record-breaking Labor Day weekend theater-only movie release gives shareholders a new reason for hope.\n\nWhat happened\nMeme stocks likeAMC Entertainment(NYSE:AMC)have had quite a ride since the retail trading crowd initially drove share prices up earlier this year. After realizing exponential gains, AMC shares tumbled 40% from mid-June to late July as investors began questioning whether the delta variant would reverse progress in reopening the economy. But AMC shares regained those losses in August, rising 27.3%, according to data provided byS&P Global Market Intelligence.\nSo what\nAMC CEO Adam Aron has said that 80% of the company's shareholder base is now made up of retail investors. And Aron has worked to engage with those investors on social media and through the business itself.\nThe company has launched AMC Investor Connect, which gives shareholders exclusive offers for screenings and other perks. The company calls the program \"an innovative, proactive communication initiative that will put AMC in direct communication with its extraordinary base of enthusiastic and passionate individual shareholders.\"\nNow what\nAMC has also taken advantage of the higher share price to raise needed capital as it struggles to get its business back on track. But that has also burdened the company with $5.5 billion in debt as the movie business struggles to attract theatergoers at the same time that production companies are releasing some movies on streaming services along with theaters.\nRetail traders have now given AMC amarket capof about $23 billion. That's a lofty valuation as the company continues to report losses, including $344 million in the second quarter ended June 30. The company also had negative free cash flow of over $250 million in the period.\nBut since that financial report was released on Aug. 9, shares are up 33%. That highlights the disconnect between the current underlying business and the company's valuation. But the meme stock crowd seems to dismiss a connection between the two. Barring a significant pivot in its business strategy, AMC needs movies and customers to head back to theaters.\nThe recent Labor Day weekend may have also given shareholders new hope that the demise of the movie theater business is premature.Walt Disney'sShang-Chi and the Legend of the Ten Ringswas released only in theaters, and it smashed the prior record for the four-day weekend with $90 million in ticket sales in the U.S. and Canada. So maybe believers in AMC are right that the business can recover. But it has a long way to go to justify any valuation close to where it currently stands.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813070910,"gmtCreate":1630116740730,"gmtModify":1704956194927,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578128120498769","authorIdStr":"3578128120498769"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>[喷血]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>[喷血]&nbsp;","text":"$NIO Inc.(NIO)$[喷血]","images":[{"img":"https://static.tigerbbs.com/607f58fbd0ce14ccaa83c40daddb685b","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813070910","isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":813044272,"gmtCreate":1630116654496,"gmtModify":1704956192330,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578128120498769","authorIdStr":"3578128120498769"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/5c4cd47c0c07017164fe2d28afe3f172","width":"1440","height":"4870"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813044272","isVote":1,"tweetType":1,"viewCount":1994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":819253757,"gmtCreate":1630073867579,"gmtModify":1704955578735,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578128120498769","authorIdStr":"3578128120498769"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[愤怒]&nbsp;[愤怒]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[愤怒]&nbsp;[愤怒]&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$[愤怒] [愤怒]","images":[{"img":"https://static.tigerbbs.com/91d82286d974331298af823c8f061e71","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819253757","isVote":1,"tweetType":1,"viewCount":1795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":894914490,"gmtCreate":1628782143310,"gmtModify":1631890579573,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578128120498769","authorIdStr":"3578128120498769"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[呆住]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[呆住]&nbsp;","text":"$Palantir Technologies 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can buy","listText":"Izzit can buy","text":"Izzit can buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/109529592","repostId":"1169827391","repostType":4,"repost":{"id":"1169827391","kind":"news","pubTimestamp":1619664680,"share":"https://www.laohu8.com/m/news/1169827391?lang=&edition=full","pubTime":"2021-04-29 10:51","market":"us","language":"en","title":"Amazon Earnings Will Be Fantastic. What That Means for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1169827391","media":"Barrons","summary":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stell","content":"<p>Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of&nbsp; executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.</p>\n<p>The combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.</p>\n<p>They will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.</p>\n<p>The Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.</p>\n<p>One open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.</p>\n<p>In an earnings preview note, Truist analyst Youssef Squali&nbsp;reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.</p>\n<p>He expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”</p>\n<p>Stifel analyst Scott Devitt&nbsp;is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.</p>\n<p>“Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.</p>\n<p>Wedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce.&nbsp;</p>\n<p>“We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Earnings Will Be Fantastic. What That Means for the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Earnings Will Be Fantastic. What That Means for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169827391","content_text":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of  executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.\nThe combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.\nThey will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.\nThe Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.\nOne open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.\nIn an earnings preview note, Truist analyst Youssef Squali reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.\nHe expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”\nStifel analyst Scott Devitt is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.\n“Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.\nWedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce. \n“We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371067287,"gmtCreate":1618893777249,"gmtModify":1634290079323,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578128120498769","authorIdStr":"3578128120498769"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>maila maila keep dropping","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>maila maila keep dropping","text":"$Palantir Technologies Inc.(PLTR)$maila maila keep dropping","images":[{"img":"https://static.tigerbbs.com/22b2b8831134291cc6055ffb308a0d3d","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/371067287","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122799209,"gmtCreate":1624632261301,"gmtModify":1631893680736,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578128120498769","authorIdStr":"3578128120498769"},"themes":[],"htmlText":"oh","listText":"oh","text":"oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/122799209","repostId":"1119873823","repostType":4,"repost":{"id":"1119873823","kind":"news","pubTimestamp":1624631360,"share":"https://www.laohu8.com/m/news/1119873823?lang=&edition=full","pubTime":"2021-06-25 22:29","market":"us","language":"en","title":"What's The Fed Doing With Its Taper Talk?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119873823","media":"zerohedge","summary":"Some Fed governors are talking about hiking, some tapering, some like Powell and Williams suggesting","content":"<p>Some Fed governors are talking about hiking, some tapering, some like Powell and Williams suggesting anything is a log ways off. What's going on?</p>\n<p><img src=\"https://static.tigerbbs.com/0140cd3568611760c7ee2150dba967c0\" tg-width=\"500\" tg-height=\"333\"></p>\n<p><u><b>When Does It End?</b></u></p>\n<p>A reader asked \"<i>When Does It End?</i>\" in response to&nbsp;Real Interest Rates Are More Negative Now Than In the 2004-2007 Housing Boom.</p>\n<p><img src=\"https://static.tigerbbs.com/1d8103f974d2907ef41968b5da346f9f\" tg-width=\"510\" tg-height=\"816\"></p>\n<p>\"<i>So the question is when does it end? The Fed has to raise interest rates for asset deflation to start</i>.\"</p>\n<p><u><b>Attitudes Baby! Attitudes!</b></u></p>\n<p><img src=\"https://static.tigerbbs.com/5e5907ac1eadb9074c35f9ed930f268d\" tg-width=\"509\" tg-height=\"778\"></p>\n<p>Recall that in 2006 people stood in lines for the right to enter a lottery to buy a condo to no lines 1 week later.&nbsp;What changed?&nbsp;Attitudes!</p>\n<p><u><b>Real or Fake?</b></u></p>\n<p>Various Fed governors differing opinions could be real or fake. It's impossible to know what they really think.</p>\n<p>Do note that most of those presidents seeing action sooner rather than later are non-voting Fed members now (voting rotates except for the Chair, Vice-Chair, and the New York Fed President).</p>\n<p>The Vice-Chair has been silent, but Chair Jerome Powell and New York Fed President say \"Fed’s Rate Liftoff Still Way Off in the Future\".</p>\n<p><u><b>Talk is Cheap</b></u></p>\n<p>Talk is cheap, especially when you don't even get a vote.</p>\n<p>Non-voting Fed members are mentally preparing you for hikes without having to actually go on record voting for them.</p>\n<p>Meanwhile, two of the three votes that matter most are telling us hikes are far off.&nbsp;Is the third silent on purpose to wave the correct flag later?</p>\n<p><b><i>You can believe this is happenstance or not, but the impact is all about attitudes, mainly adjusting yours!</i></b></p>\n<p>Regardless, the Fed can only influence attitudes, it cannot control them. If the masses decide for any reason to dump stocks, they will. Meanwhile, attempts to prevent that are what it's all about.</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>What's The Fed Doing With Its Taper Talk?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat's The Fed Doing With Its Taper Talk?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 22:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/economics/whats-fed-doing-its-taper-talk?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some Fed governors are talking about hiking, some tapering, some like Powell and Williams suggesting anything is a log ways off. What's going on?\n\nWhen Does It End?\nA reader asked \"When Does It End?\" ...</p>\n\n<a href=\"https://www.zerohedge.com/economics/whats-fed-doing-its-taper-talk?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/economics/whats-fed-doing-its-taper-talk?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119873823","content_text":"Some Fed governors are talking about hiking, some tapering, some like Powell and Williams suggesting anything is a log ways off. What's going on?\n\nWhen Does It End?\nA reader asked \"When Does It End?\" in response to Real Interest Rates Are More Negative Now Than In the 2004-2007 Housing Boom.\n\n\"So the question is when does it end? The Fed has to raise interest rates for asset deflation to start.\"\nAttitudes Baby! Attitudes!\n\nRecall that in 2006 people stood in lines for the right to enter a lottery to buy a condo to no lines 1 week later. What changed? Attitudes!\nReal or Fake?\nVarious Fed governors differing opinions could be real or fake. It's impossible to know what they really think.\nDo note that most of those presidents seeing action sooner rather than later are non-voting Fed members now (voting rotates except for the Chair, Vice-Chair, and the New York Fed President).\nThe Vice-Chair has been silent, but Chair Jerome Powell and New York Fed President say \"Fed’s Rate Liftoff Still Way Off in the Future\".\nTalk is Cheap\nTalk is cheap, especially when you don't even get a vote.\nNon-voting Fed members are mentally preparing you for hikes without having to actually go on record voting for them.\nMeanwhile, two of the three votes that matter most are telling us hikes are far off. Is the third silent on purpose to wave the correct flag later?\nYou can believe this is happenstance or not, but the impact is all about attitudes, mainly adjusting yours!\nRegardless, the Fed can only influence attitudes, it cannot control them. If the masses decide for any reason to dump stocks, they will. Meanwhile, attempts to prevent that are what it's all about.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100591481,"gmtCreate":1619620027043,"gmtModify":1634211273696,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578128120498769","authorIdStr":"3578128120498769"},"themes":[],"htmlText":"I is worried abit hahaha","listText":"I is worried abit hahaha","text":"I is worried abit hahaha","images":[{"img":"https://static.tigerbbs.com/51d8046e958a41fffb1a54dbd570d769","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/100591481","isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":110281172,"gmtCreate":1622459518596,"gmtModify":1634101338167,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578128120498769","authorIdStr":"3578128120498769"},"themes":[],"htmlText":"Buyyy","listText":"Buyyy","text":"Buyyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/110281172","repostId":"1180491418","repostType":4,"repost":{"id":"1180491418","kind":"news","pubTimestamp":1622458949,"share":"https://www.laohu8.com/m/news/1180491418?lang=&edition=full","pubTime":"2021-05-31 19:02","market":"us","language":"en","title":"Tech stocks are out of favor — 5 reasons to buy alongside the contrarians","url":"https://stock-news.laohu8.com/highlight/detail?id=1180491418","media":"MarketWatch","summary":"Life may be returning to normal for most people. But not for die-hard tech stock fans.\nTheir stocks ","content":"<p>Life may be returning to normal for most people. But not for die-hard tech stock fans.</p>\n<p>Their stocks are among the least liked by other investors, according to a&nbsp;recent Bank of America fund manager survey. It found that fund managers have the lowest level allocation toward tech since 2003.</p>\n<p><img src=\"https://static.tigerbbs.com/cfe97072b200641cb5a47b353d9fcdbb\" tg-width=\"1260\" tg-height=\"753\"></p>\n<p>How can this be?</p>\n<p>Tech has a growth issue. That seems odd, but it makes sense if you think it through. Cyclical companies in areas like energy, industry and basic materials caught in the doldrums during the pandemic are now seeing a Phoenix-like reversal of fortune.</p>\n<p>In contrast, sales and earnings at a lot of tech held up OK during the pandemic. So the updraft they get from a rebounding economy looks sort of ho-hum, relatively speaking.</p>\n<p>“Because of COVID, a lot of tech companies saw a lot of growth,” says Vlad Rom, a senior investment analyst at Thrivent, a Minnesota-based money manager. He noted that the pandemic pulled forward tech spending as companies looked for new ways to reach consumers and run meetings.</p>\n<p>“This was not the case for non-tech companies,” he says. Now, as the economy picks up, those non-tech companies are seeing a big growth rebound. “A tech company growing at 30% last year will grow 30% this year. A non-tech company with zero growth last year will grow 50% this year. That is what a lot of investors are focused on.”</p>\n<p>In other words, it’s all about the cyclical trade you’ve been hearing so much about. “The incremental change for a more cyclical business looks better,” says Joseph Chin an analyst at Cambiar Investors in Denver.</p>\n<p>Another problem is that emerging tech companies – think recent initial public offerings – expect their big payoff in profits in the distant future. So they get hit hard when investors fear rapid inflation will send interest rates higher. This reduces the present value of future profits in valuation models.</p>\n<p>In short, tech is out of favor, which makes it a place to shop for contrarians like myself. Indeed, tech has already been putting in a rebound over the past several trading days. The Nasdaq Composite&nbsp;was down 8.5% peak to trough, in its recent pullback. As the S&amp;P 500 index&nbsp;and the Dow Jones Industrial Average&nbsp;flirt with all-time highs, the Nasdaq is still off over 3%.</p>\n<p>“Big tech looks very attractive today especially given the recent underperformance,” says Todd Lowenstein, chief equity strategist at HighMark Capital Management. “It’s a unique opportunity to upgrade your portfolio to quality in big tech, it’s where some of the best value is in the market today.”</p>\n<p>Here are five reasons why.</p>\n<p><b>1. Insiders are buying</b></p>\n<p>For my stock letter (Brush Up on Stocks, link in bio below), I’ve tracked insiders daily for over a decade, and one thing is always clear: Insider buying at tech companies is exceedingly rare. But that’s changed in the past few weeks – which brought an unusually high volume of tech insider buying.</p>\n<p>I just published an issue of my stock letter focusing solely on tech for the first time ever and featured 10 names that look very attractive. I highlighted several others in my letter earlier this month. I single a few out below. Bottom line: The widespread insider interest tells me tech is a buy.</p>\n<p><b>2. Tech’s ‘growth problem’ will go away</b></p>\n<p>The pandemic pulled forward a lot of tech adoption among companies. That makes year-over-year comparisons at tech look challenging as we move through 2021, says Matt Miskin, the co-chief investment strategist at John Hancock Investment Management. ‘But as we go into 2022, we believe the street is underestimating the growth in technology relative to the overall market. We would look opportunistically at tech in the next couple of months.”</p>\n<p><b>3. Tech looks reasonably priced</b></p>\n<p>The chart below shows the relative value of S&amp;P 500 tech stocks compared to the valuation of the S&amp;P 500 itself. As you can see, tech’s price earnings ratio was recently traded at its average 1.24 times the price earnings multiple of the comp.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5666db47a1ebd117a02d0881dc60e30\" tg-width=\"1260\" tg-height=\"1413\"><span>LEUTHOLD</span></p>\n<p><b>4. Tech has an edge when labor costs are rising</b></p>\n<p>While companies in retail, restaurants, hotels and other service sectors will suffer a hit to margins because of rising labor costs, tech companies typically do not have this problem. They employ relatively fewer people.</p>\n<p>“Perhaps the best way to play the uncertainty surrounding labor costs is technology,” says Leuthold Group chief investment strategist James Paulsen. “Historically, the relative investment performance of this sector has been largely invariant to such pressures.”</p>\n<p><b>5. Interest-rate and inflation fears are overblown</b></p>\n<p>Ironically, tech companies will come to the rescue – and literally save their own stocks. Why? Capital spending rose a lot in the past year. This tells us productivity will continue to increase. That makes it easier for companies to&nbsp;avoid passing higher labor costs on to consumers&nbsp;in the form of price hikes.</p>\n<p>“Long-term growth of this economy is going to have to be driven by productivity growth, and technology will be the key to create that productivity,” says Miskin.</p>\n<p><b>What to buyThe arms dealers in chips</b></p>\n<p>Chip and chip manufacturing companies look underpriced, says Chin at Cambiar Investors, and he singles out Applied Materials.He’s worth listening to because his shop owns the stock in its Cambiar Opportunity Fund.The fund outperforms its large-cap value category and the Russell 1000 Value Index&nbsp;by nearly 5 percentage points annualized over the past three years, says Morningstar.</p>\n<p>Chin cites four reasons to favor Applied Materials: the ongoing chip shortage; the reshoring of chip manufacturing to the U.S.; demand from trends like autonomous vehicles, artificial intelligence and data analytics; and competition among chip makers to improve chip computing power. “We believe Applied Materials and the industry are entering a period of much higher growth,” he says.</p>\n<p>“It will take another four to six quarters for supply to catch up with demand and inventories,” says JP Morgan analyst Harlan Sur, who has an overweight rating on Applied Materials, KLA&nbsp;and Lam Research&nbsp;in chip equipment, and several of the large chip makers including NVIDIA&nbsp;and Microchip Technology.</p>\n<p><b>Names that insiders favor</b></p>\n<p>In the past several weeks I’ve suggested Microsoft,Intel&nbsp;and Snowflake&nbsp;in my stock letter a little below current prices, in part because of the attractive insider buying, and I still like these names.</p>\n<p>Early in big economic rebounds, investors flock to growth, regardless of the quality of companies. But as we move into the mid-cycle, investors favor quality tech names, says Lowenstein, characterized by things like high margins, stable earnings growth and strong balance sheets.</p>\n<p>“If you are screening for quality that is going to lead you to tech,” says Lowenstein.</p>\n<p>This will favor Microsoft in cloud computing and software. Microsoft does not look cheap but the premium valuation is warranted because of its rapid growth, says JP Morgan analyst Mark Murphy.</p>\n<p>Intel shares have been held back by manufacturing issues, but by now the stock looks relatively cheap compared to the market with its price earnings ratio of around 12, says Hendi Susanto a portfolio manager and technology analyst at Gabelli Funds. “Intel is fixing the issue,” says Susanto.</p>\n<p>Intel will also benefit from strong chip demand, and chip shortages. “The industry is only 30%-40% through the current up-cycle,” says Sur, at JP Morgan.</p>\n<p>Snowflake is all about data. That’s its mission. The company offers a product called Data Cloud that helps customers share, explore and unlock the value of data. A big part of the pitch here is that Snowflake helps customers break down data silos inside various pieces of hardware, apps, networks, and clouds. BlackRock and MasterCard agree. They are customers, among dozens of other Fortune 500 companies.</p>\n<p><b>Security software companies</b></p>\n<p>The recent Colonial Pipeline ransomware attack that caused widespread fuel shortages on the East Coast reminded us all of the ongoing need for better security software.</p>\n<p>Gabelli’s Susanto favors firewall company Check Point Software Technologies,citing cheap valuation, high operating margins and prevalence of recurring revenue. Check Point trades at around 22 times earnings compared to more than 60 for security software company Palo Alto Networks.</p>\n<p>RBC Capital Markets analyst Matthew Hedberg has an overweight rating on Palo Alto, citing in part the Colonial Pipeline ransomware attack, as well as the “Sunburst” hack affecting businesses and governments last December, and the Microsoft Exchange Server malware attack in March.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech stocks are out of favor — 5 reasons to buy alongside the contrarians</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech stocks are out of favor — 5 reasons to buy alongside the contrarians\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 19:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tech-stocks-are-out-of-favor-5-reasons-to-shop-alongside-the-contrarians-11622204518?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Life may be returning to normal for most people. But not for die-hard tech stock fans.\nTheir stocks are among the least liked by other investors, according to a recent Bank of America fund manager ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tech-stocks-are-out-of-favor-5-reasons-to-shop-alongside-the-contrarians-11622204518?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/tech-stocks-are-out-of-favor-5-reasons-to-shop-alongside-the-contrarians-11622204518?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180491418","content_text":"Life may be returning to normal for most people. But not for die-hard tech stock fans.\nTheir stocks are among the least liked by other investors, according to a recent Bank of America fund manager survey. It found that fund managers have the lowest level allocation toward tech since 2003.\n\nHow can this be?\nTech has a growth issue. That seems odd, but it makes sense if you think it through. Cyclical companies in areas like energy, industry and basic materials caught in the doldrums during the pandemic are now seeing a Phoenix-like reversal of fortune.\nIn contrast, sales and earnings at a lot of tech held up OK during the pandemic. So the updraft they get from a rebounding economy looks sort of ho-hum, relatively speaking.\n“Because of COVID, a lot of tech companies saw a lot of growth,” says Vlad Rom, a senior investment analyst at Thrivent, a Minnesota-based money manager. He noted that the pandemic pulled forward tech spending as companies looked for new ways to reach consumers and run meetings.\n“This was not the case for non-tech companies,” he says. Now, as the economy picks up, those non-tech companies are seeing a big growth rebound. “A tech company growing at 30% last year will grow 30% this year. A non-tech company with zero growth last year will grow 50% this year. That is what a lot of investors are focused on.”\nIn other words, it’s all about the cyclical trade you’ve been hearing so much about. “The incremental change for a more cyclical business looks better,” says Joseph Chin an analyst at Cambiar Investors in Denver.\nAnother problem is that emerging tech companies – think recent initial public offerings – expect their big payoff in profits in the distant future. So they get hit hard when investors fear rapid inflation will send interest rates higher. This reduces the present value of future profits in valuation models.\nIn short, tech is out of favor, which makes it a place to shop for contrarians like myself. Indeed, tech has already been putting in a rebound over the past several trading days. The Nasdaq Composite was down 8.5% peak to trough, in its recent pullback. As the S&P 500 index and the Dow Jones Industrial Average flirt with all-time highs, the Nasdaq is still off over 3%.\n“Big tech looks very attractive today especially given the recent underperformance,” says Todd Lowenstein, chief equity strategist at HighMark Capital Management. “It’s a unique opportunity to upgrade your portfolio to quality in big tech, it’s where some of the best value is in the market today.”\nHere are five reasons why.\n1. Insiders are buying\nFor my stock letter (Brush Up on Stocks, link in bio below), I’ve tracked insiders daily for over a decade, and one thing is always clear: Insider buying at tech companies is exceedingly rare. But that’s changed in the past few weeks – which brought an unusually high volume of tech insider buying.\nI just published an issue of my stock letter focusing solely on tech for the first time ever and featured 10 names that look very attractive. I highlighted several others in my letter earlier this month. I single a few out below. Bottom line: The widespread insider interest tells me tech is a buy.\n2. Tech’s ‘growth problem’ will go away\nThe pandemic pulled forward a lot of tech adoption among companies. That makes year-over-year comparisons at tech look challenging as we move through 2021, says Matt Miskin, the co-chief investment strategist at John Hancock Investment Management. ‘But as we go into 2022, we believe the street is underestimating the growth in technology relative to the overall market. We would look opportunistically at tech in the next couple of months.”\n3. Tech looks reasonably priced\nThe chart below shows the relative value of S&P 500 tech stocks compared to the valuation of the S&P 500 itself. As you can see, tech’s price earnings ratio was recently traded at its average 1.24 times the price earnings multiple of the comp.\nLEUTHOLD\n4. Tech has an edge when labor costs are rising\nWhile companies in retail, restaurants, hotels and other service sectors will suffer a hit to margins because of rising labor costs, tech companies typically do not have this problem. They employ relatively fewer people.\n“Perhaps the best way to play the uncertainty surrounding labor costs is technology,” says Leuthold Group chief investment strategist James Paulsen. “Historically, the relative investment performance of this sector has been largely invariant to such pressures.”\n5. Interest-rate and inflation fears are overblown\nIronically, tech companies will come to the rescue – and literally save their own stocks. Why? Capital spending rose a lot in the past year. This tells us productivity will continue to increase. That makes it easier for companies to avoid passing higher labor costs on to consumers in the form of price hikes.\n“Long-term growth of this economy is going to have to be driven by productivity growth, and technology will be the key to create that productivity,” says Miskin.\nWhat to buyThe arms dealers in chips\nChip and chip manufacturing companies look underpriced, says Chin at Cambiar Investors, and he singles out Applied Materials.He’s worth listening to because his shop owns the stock in its Cambiar Opportunity Fund.The fund outperforms its large-cap value category and the Russell 1000 Value Index by nearly 5 percentage points annualized over the past three years, says Morningstar.\nChin cites four reasons to favor Applied Materials: the ongoing chip shortage; the reshoring of chip manufacturing to the U.S.; demand from trends like autonomous vehicles, artificial intelligence and data analytics; and competition among chip makers to improve chip computing power. “We believe Applied Materials and the industry are entering a period of much higher growth,” he says.\n“It will take another four to six quarters for supply to catch up with demand and inventories,” says JP Morgan analyst Harlan Sur, who has an overweight rating on Applied Materials, KLA and Lam Research in chip equipment, and several of the large chip makers including NVIDIA and Microchip Technology.\nNames that insiders favor\nIn the past several weeks I’ve suggested Microsoft,Intel and Snowflake in my stock letter a little below current prices, in part because of the attractive insider buying, and I still like these names.\nEarly in big economic rebounds, investors flock to growth, regardless of the quality of companies. But as we move into the mid-cycle, investors favor quality tech names, says Lowenstein, characterized by things like high margins, stable earnings growth and strong balance sheets.\n“If you are screening for quality that is going to lead you to tech,” says Lowenstein.\nThis will favor Microsoft in cloud computing and software. Microsoft does not look cheap but the premium valuation is warranted because of its rapid growth, says JP Morgan analyst Mark Murphy.\nIntel shares have been held back by manufacturing issues, but by now the stock looks relatively cheap compared to the market with its price earnings ratio of around 12, says Hendi Susanto a portfolio manager and technology analyst at Gabelli Funds. “Intel is fixing the issue,” says Susanto.\nIntel will also benefit from strong chip demand, and chip shortages. “The industry is only 30%-40% through the current up-cycle,” says Sur, at JP Morgan.\nSnowflake is all about data. That’s its mission. The company offers a product called Data Cloud that helps customers share, explore and unlock the value of data. A big part of the pitch here is that Snowflake helps customers break down data silos inside various pieces of hardware, apps, networks, and clouds. BlackRock and MasterCard agree. They are customers, among dozens of other Fortune 500 companies.\nSecurity software companies\nThe recent Colonial Pipeline ransomware attack that caused widespread fuel shortages on the East Coast reminded us all of the ongoing need for better security software.\nGabelli’s Susanto favors firewall company Check Point Software Technologies,citing cheap valuation, high operating margins and prevalence of recurring revenue. Check Point trades at around 22 times earnings compared to more than 60 for security software company Palo Alto Networks.\nRBC Capital Markets analyst Matthew Hedberg has an overweight rating on Palo Alto, citing in part the Colonial Pipeline ransomware attack, as well as the “Sunburst” hack affecting businesses and governments last December, and the Microsoft Exchange Server malware attack in March.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138436217,"gmtCreate":1621952948339,"gmtModify":1634185181157,"author":{"id":"3578128120498769","authorId":"3578128120498769","name":"hhyceline","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578128120498769","authorIdStr":"3578128120498769"},"themes":[],"htmlText":"<a 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