terryvstitch的个人主页 - 老虎社区

terryvstitch

terryvstitch

暂无个人介绍

IP属地：未知

419关注

14粉丝

0主题

0勋章

2021-12-17

Wow

抱歉，原内容已删除

2021-12-04

Hello

抱歉，原内容已删除

2021-11-23

Wow

Aptevo Stock Rallies After Posting First Complete Remission In Early Acute Myeloid Leukemia Trial

2021-11-22

Yey

Deutsche Bank Sees Robinhood’s Stock Slide Getting Even Worse

2021-11-19

Like

抱歉，原内容已删除

2021-11-19

Yes

4 Stocks Insiders Are Selling

2021-11-19

Yds

Apple Stock: Record Level Is Around the Corner

2021-11-17

Like

抱歉，原内容已删除

2021-11-15

Yes

抱歉，原内容已删除

2021-11-15

Like

抱歉，原内容已删除

2021-11-14

Like

Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.

2021-11-13

Like

Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity

2021-11-12

Like

抱歉，原内容已删除

2021-11-11

Like

Hot stocks: SPH, SPH Reit, Keppel, Keppel Reit see active trading after Keppel's counter offer for SPH

2021-11-10

Like

抱歉，原内容已删除

2021-11-08

Like

抱歉，原内容已删除

2021-11-07

Like

抱歉，原内容已删除

2021-11-06

Like

抱歉，原内容已删除

2021-11-04

Like

抱歉，原内容已删除

2021-11-03

Like

5 things to watch for when Fed meets Wednesday

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3582770069606941","uuid":"3582770069606941","gmtCreate":1619677171587,"gmtModify":1620052598765,"name":"terryvstitch","pinyin":"terryvstitch","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":14,"headSize":419,"tweetSize":183,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.47%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":690460496,"gmtCreate":1639702124187,"gmtModify":1639702124402,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690460496","repostId":"2192920942","repostType":4,"isVote":1,"tweetType":1,"viewCount":2209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608964287,"gmtCreate":1638599342049,"gmtModify":1638599342148,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608964287","repostId":"2188853578","repostType":4,"isVote":1,"tweetType":1,"viewCount":2501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875426837,"gmtCreate":1637680144060,"gmtModify":1637680144231,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/875426837","repostId":"1156228294","repostType":4,"repost":{"id":"1156228294","kind":"news","pubTimestamp":1637679908,"share":"https://www.laohu8.com/m/news/1156228294?lang=&edition=full","pubTime":"2021-11-23 23:05","market":"us","language":"en","title":"Aptevo Stock Rallies After Posting First Complete Remission In Early Acute Myeloid Leukemia Trial","url":"https://stock-news.laohu8.com/highlight/detail?id=1156228294","media":"Benzinga","summary":"Aptevo Therapeutics Inc has announced a clinical update for its Phase 1b Expansion trial evaluating ","content":"<ul>\n <li><b>Aptevo Therapeutics Inc</b>&nbsp;has announced a clinical update for its Phase 1b Expansion trial evaluating APVO436 for acute myeloid leukemia (AML).</li>\n</ul>\n<ul>\n <li>A high-risk AML patient treated in Cohort 1 with a combination of chemotherapy plus APVO436&nbsp;achieved a complete remission&nbsp;(CR) after one cycle of therapy.</li>\n <li>The chemotherapy regimen included the standard leukemia drugs Mitoxantrone, Etoposide, and Cytarabine.</li>\n <li>The patient tolerated treatment without evidence of over toxicity.</li>\n <li>Overexpression of CD123 is the hallmark of many forms of leukemia. Aptevo's lead proprietary drug candidate, APVO436, is a bispecific CD3xCD123 ADAPTIR designed to redirect the patient's immune system to destroy leukemia cells expressing the target CD123 molecule on their surface.</li>\n <li><b>Price Action:</b>&nbsp;APVO shares are up 54.6% at $10.02 during the morning session on the last check Tuesday.</li>\n</ul>","source":"lsy1606299360108","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>Aptevo Stock Rallies After Posting First Complete Remission In Early Acute Myeloid Leukemia Trial</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\">\nAptevo Stock Rallies After Posting First Complete Remission In Early Acute Myeloid Leukemia Trial\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 23:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/general/biotech/21/11/24248635/aptevo-stock-rallies-after-posting-first-complete-remission-in-early-acute-myeloid-leukemia-trial><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Aptevo Therapeutics Inc has announced a clinical update for its Phase 1b Expansion trial evaluating APVO436 for acute myeloid leukemia (AML).\n\n\nA high-risk AML patient treated in Cohort 1 with a ...</p>\n\n<a href=\"https://www.benzinga.com/general/biotech/21/11/24248635/aptevo-stock-rallies-after-posting-first-complete-remission-in-early-acute-myeloid-leukemia-trial\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APVO":"Aptevo Therapeutics Inc."},"source_url":"https://www.benzinga.com/general/biotech/21/11/24248635/aptevo-stock-rallies-after-posting-first-complete-remission-in-early-acute-myeloid-leukemia-trial","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156228294","content_text":"Aptevo Therapeutics Inc has announced a clinical update for its Phase 1b Expansion trial evaluating APVO436 for acute myeloid leukemia (AML).\n\n\nA high-risk AML patient treated in Cohort 1 with a combination of chemotherapy plus APVO436 achieved a complete remission (CR) after one cycle of therapy.\nThe chemotherapy regimen included the standard leukemia drugs Mitoxantrone, Etoposide, and Cytarabine.\nThe patient tolerated treatment without evidence of over toxicity.\nOverexpression of CD123 is the hallmark of many forms of leukemia. Aptevo's lead proprietary drug candidate, APVO436, is a bispecific CD3xCD123 ADAPTIR designed to redirect the patient's immune system to destroy leukemia cells expressing the target CD123 molecule on their surface.\nPrice Action: APVO shares are up 54.6% at $10.02 during the morning session on the last check Tuesday.","news_type":1,"symbols_score_info":{"APVO":0.9}},"isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872721116,"gmtCreate":1637577835606,"gmtModify":1637577835698,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Yey","listText":"Yey","text":"Yey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872721116","repostId":"2184410198","repostType":4,"repost":{"id":"2184410198","kind":"news","pubTimestamp":1637575065,"share":"https://www.laohu8.com/m/news/2184410198?lang=&edition=full","pubTime":"2021-11-22 17:57","market":"us","language":"en","title":"Deutsche Bank Sees Robinhood’s Stock Slide Getting Even Worse","url":"https://stock-news.laohu8.com/highlight/detail?id=2184410198","media":"Bloomberg","summary":"(Bloomberg) -- Robinhood Markets Inc.’s shares have already sunk to a record low -- and there’s stil","content":"<p>(Bloomberg) -- Robinhood Markets Inc.’s shares have already sunk to a record low -- and there’s still more room to fall.</p>\n<p>That’s the call from Deutsche Bank analyst Brian Bedell, who issued a “sell idea” on the brokerage Friday, warning of near-term pressures that will hinder its growth and profitability.</p>\n<p>The shares of the brokerage -- a favorite of the meme-stock crowd that made day-trading into a pandemic-era pastime -- have tumbled about 65% from the high hit in August.</p>\n<p>On Friday, the shares fell 3.7% by 1:40 p.m. in New York, bringing losses for the week to over 16%. The Menlo Park, California-based company has skidded to four straight record lows and since Nov. 8 hasn’t traded above the $38 price of its July initial public offering.</p>\n<p>Deutsche’s Bedell said the company’s prospects may have looked overly optimistic in the midst of the day-trading surge. He continues to have a hold rating on the stock, reflecting a less bearish view of the company over the next year.</p>\n<p>“The meme stock phenomenon we witnessed en masse earlier in the year was more applicable to Robinhood’s recent customer growth and likely resulted in overestimation of the company’s core fundamentals and growth trajectory,” Bedell wrote.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Deutsche Bank Sees Robinhood’s Stock Slide Getting Even Worse</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\">\nDeutsche Bank Sees Robinhood’s Stock Slide Getting Even Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 17:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/deutsche-bank-sees-robinhood-stock-184445219.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Robinhood Markets Inc.’s shares have already sunk to a record low -- and there’s still more room to fall.\nThat’s the call from Deutsche Bank analyst Brian Bedell, who issued a “sell ...</p>\n\n<a href=\"https://finance.yahoo.com/news/deutsche-bank-sees-robinhood-stock-184445219.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/deutsche-bank-sees-robinhood-stock-184445219.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2184410198","content_text":"(Bloomberg) -- Robinhood Markets Inc.’s shares have already sunk to a record low -- and there’s still more room to fall.\nThat’s the call from Deutsche Bank analyst Brian Bedell, who issued a “sell idea” on the brokerage Friday, warning of near-term pressures that will hinder its growth and profitability.\nThe shares of the brokerage -- a favorite of the meme-stock crowd that made day-trading into a pandemic-era pastime -- have tumbled about 65% from the high hit in August.\nOn Friday, the shares fell 3.7% by 1:40 p.m. in New York, bringing losses for the week to over 16%. The Menlo Park, California-based company has skidded to four straight record lows and since Nov. 8 hasn’t traded above the $38 price of its July initial public offering.\nDeutsche’s Bedell said the company’s prospects may have looked overly optimistic in the midst of the day-trading surge. He continues to have a hold rating on the stock, reflecting a less bearish view of the company over the next year.\n“The meme stock phenomenon we witnessed en masse earlier in the year was more applicable to Robinhood’s recent customer growth and likely resulted in overestimation of the company’s core fundamentals and growth trajectory,” Bedell wrote.","news_type":1,"symbols_score_info":{"HOOD":0.9}},"isVote":1,"tweetType":1,"viewCount":2097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876588785,"gmtCreate":1637332307984,"gmtModify":1637332308318,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876588785","repostId":"1167395455","repostType":4,"isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876588893,"gmtCreate":1637332287547,"gmtModify":1637332287818,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876588893","repostId":"1182890968","repostType":4,"repost":{"id":"1182890968","kind":"news","pubTimestamp":1637331852,"share":"https://www.laohu8.com/m/news/1182890968?lang=&edition=full","pubTime":"2021-11-19 22:24","market":"us","language":"en","title":"4 Stocks Insiders Are Selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1182890968","media":"Benzinga","summary":"When insiders sell shares, it indicates their concern in the company’s prospects or that they view t","content":"<p>When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.</p>\n<p>Below is a look at a few recent notable insider sales.</p>\n<p><b>Alcoa</b></p>\n<ul>\n <li><b>The Trade:Alcoa Corporation</b>&nbsp;EVP and CFO William F Oplinger&nbsp;<i>disposed a total of 166369 shares</i>&nbsp;at an average price of $48.40. The insider received $8,051,610.76 as a result of the transaction. The insider also acquired a total of 74209 shares.</li>\n <li><b>What’s Happening:</b>Alcoa reported the purchase of group annuity contracts for certain US pension plans.</li>\n <li><b>What Alcoa Does:</b>Alcoa is a vertically integrated aluminum company whose operations include bauxite mining, alumina refining, and the manufacture of primary aluminum.</li>\n</ul>\n<p><b>HubSpot</b></p>\n<ul>\n <li><b>The Trade:HubSpot, Inc.</b>&nbsp;Chief Technology Officer Dharmesh Shah&nbsp;<i>sold a total of 22000 shares</i>&nbsp;at an average price of $837.96. The insider received $18,435,199.05 from selling those shares.</li>\n <li><b>What’s Happening:</b>The company recently posted upbeat quarterly results.</li>\n <li><b>What HubSpot Does:</b>HubSpot provides a cloud-based marketing, sales, and customer service software platform referred to as the growth platform.</li>\n</ul>\n<p><b>Cryoport</b></p>\n<ul>\n <li><b>The Trade:Cryoport, Inc.</b>&nbsp;10% owner Blackstone Tactical Opportunities Associates III - NQ L.P.<i>sold a total of 500000 shares</i>&nbsp;at an average price of $76.00. The insider received $38,000,000.00 as a result of the transaction.</li>\n <li><b>What’s Happening:</b>Cryport recently reported a proposed registered direct placement of common stock.</li>\n <li><b>What Cryoport Does:</b>CryoPort Inc is a provider of temperature-controlled supply chain for the life sciences industry by providing a unique and evolving platform of critical products and solutions including advanced packaging, informatics, specialty logistics services, biostorage services, and cryogenic life sciences equipment.</li>\n</ul>\n<p><b>Mondelez International</b></p>\n<ul>\n <li><b>The Trade:Mondelez International, Inc.</b>&nbsp;Director Trian Fund Management Lp&nbsp;<i>sold a total of 5469062 shares</i>&nbsp;at an average price of $62.31. The insider received $340,801,052.15 from selling those shares.</li>\n <li><b>What’s Happening:</b>Mondelez International, earlier during the month, reported better-than-expected Q3 results and raised guidance.</li>\n <li><b>What Mondelez International Does:</b>Mondelez has operated as an independent organization since its split from the former Kraft Foods North American grocery business in October 2012.</li>\n</ul>","source":"lsy1606299360108","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>4 Stocks Insiders Are Selling</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\">\n4 Stocks Insiders Are Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-19 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/11/24192260/4-stocks-insiders-are-selling><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/11/24192260/4-stocks-insiders-are-selling\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/21/11/24192260/4-stocks-insiders-are-selling","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182890968","content_text":"When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.\nBelow is a look at a few recent notable insider sales.\nAlcoa\n\nThe Trade:Alcoa Corporation EVP and CFO William F Oplinger disposed a total of 166369 shares at an average price of $48.40. The insider received $8,051,610.76 as a result of the transaction. The insider also acquired a total of 74209 shares.\nWhat’s Happening:Alcoa reported the purchase of group annuity contracts for certain US pension plans.\nWhat Alcoa Does:Alcoa is a vertically integrated aluminum company whose operations include bauxite mining, alumina refining, and the manufacture of primary aluminum.\n\nHubSpot\n\nThe Trade:HubSpot, Inc. Chief Technology Officer Dharmesh Shah sold a total of 22000 shares at an average price of $837.96. The insider received $18,435,199.05 from selling those shares.\nWhat’s Happening:The company recently posted upbeat quarterly results.\nWhat HubSpot Does:HubSpot provides a cloud-based marketing, sales, and customer service software platform referred to as the growth platform.\n\nCryoport\n\nThe Trade:Cryoport, Inc. 10% owner Blackstone Tactical Opportunities Associates III - NQ L.P.sold a total of 500000 shares at an average price of $76.00. The insider received $38,000,000.00 as a result of the transaction.\nWhat’s Happening:Cryport recently reported a proposed registered direct placement of common stock.\nWhat Cryoport Does:CryoPort Inc is a provider of temperature-controlled supply chain for the life sciences industry by providing a unique and evolving platform of critical products and solutions including advanced packaging, informatics, specialty logistics services, biostorage services, and cryogenic life sciences equipment.\n\nMondelez International\n\nThe Trade:Mondelez International, Inc. Director Trian Fund Management Lp sold a total of 5469062 shares at an average price of $62.31. The insider received $340,801,052.15 from selling those shares.\nWhat’s Happening:Mondelez International, earlier during the month, reported better-than-expected Q3 results and raised guidance.\nWhat Mondelez International Does:Mondelez has operated as an independent organization since its split from the former Kraft Foods North American grocery business in October 2012.","news_type":1,"symbols_score_info":{"AA":0.9,"CYRX":0.9,"HUBS":0.9,"MDLZ":0.9}},"isVote":1,"tweetType":1,"viewCount":2239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876954093,"gmtCreate":1637251602529,"gmtModify":1637251602685,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Yds","listText":"Yds","text":"Yds","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876954093","repostId":"1173100100","repostType":4,"repost":{"id":"1173100100","kind":"news","pubTimestamp":1637249733,"share":"https://www.laohu8.com/m/news/1173100100?lang=&edition=full","pubTime":"2021-11-18 23:35","market":"us","language":"en","title":"Apple Stock: Record Level Is Around the Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1173100100","media":"TheStreet","summary":"Apple stock had a strong day of performance on November 17, and is now $3 per share away from the pe","content":"<p>Apple stock had a strong day of performance on November 17, and is now $3 per share away from the peak. Here is what investors should keep in mind.</p>\n<p>On Wednesday, November 17, Apple stock&nbsp;climbed nearly 2% to end the trading session valued at about $154 per share, backed by the heaviest trading volume of the month so far. This is the highest that the stock has reached since early September 2021, when the current all-time high of $156.46 was set.</p>\n<p>Below are a few factors that may be driving bullishness, and what AAPL investors should expect of the stock next.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/093d1adcfe3c452520b68115237e874d\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>The iPhone</span></p>\n<p><b>Why so bullish?</b></p>\n<p>Apple stock's 1.7% climb on Wednesday was much better than the return of the S&amp;P 500, at a modest loss of 0.3%. Interestingly enough, despite AAPL's strong performance, it was not easy to pinpoint one single cause for the outsized single-day gain.</p>\n<p>Maybe the company's&nbsp;announcement&nbsp;of the Self Service Repair program, to be launched in 2022, had something to do with it. By effectively outsourcing simple services to users, Apple might be able to simplify its service and cost structure.</p>\n<p>However, I doubt that this piece of news alone was responsible for creating $40 billion in market value. Instead, I bet that bullishness has been merely a reflection of recent skepticism over the company's ability to perform in the near term phasing out.</p>\n<p>I have recently talked about two sell-side reports that support the bull thesis on Apple shares. Wedbush has&nbsp;just called for the best holiday season&nbsp;in the history of the iPhone, with the segment possibly delivering over $70 billion in revenues in only about three months.</p>\n<p>Just a day earlier,Morgan Stanley put Apple at the center&nbsp;of the metaverse opportunity. According to the research shop, the real catalyst in this important growth story \"comes if or when Apple enters the space\".</p>\n<p><b>What to expect of AAPL</b></p>\n<p>The Apple Maven remains bullish on Apple stock. With valuations having dipped since reaching a 12-month high in early September, shares have become&nbsp;more affordable than some believe them to be.</p>\n<p>That said, and as the all-time high lurks around the corner, investors should set the right expectations. Near peaks, AAPL tends to suffer less from volatility. However, forward one-year returns also tend to be lower than when&nbsp;the stock is bought after a sharp selloff.</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>Apple Stock: Record Level Is Around the Corner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Record Level Is Around the Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/aapl-after-hours-all-time-high-around-corner><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock had a strong day of performance on November 17, and is now $3 per share away from the peak. Here is what investors should keep in mind.\nOn Wednesday, November 17, Apple stock climbed ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/aapl-after-hours-all-time-high-around-corner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/aapl-after-hours-all-time-high-around-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173100100","content_text":"Apple stock had a strong day of performance on November 17, and is now $3 per share away from the peak. Here is what investors should keep in mind.\nOn Wednesday, November 17, Apple stock climbed nearly 2% to end the trading session valued at about $154 per share, backed by the heaviest trading volume of the month so far. This is the highest that the stock has reached since early September 2021, when the current all-time high of $156.46 was set.\nBelow are a few factors that may be driving bullishness, and what AAPL investors should expect of the stock next.\nThe iPhone\nWhy so bullish?\nApple stock's 1.7% climb on Wednesday was much better than the return of the S&P 500, at a modest loss of 0.3%. Interestingly enough, despite AAPL's strong performance, it was not easy to pinpoint one single cause for the outsized single-day gain.\nMaybe the company's announcement of the Self Service Repair program, to be launched in 2022, had something to do with it. By effectively outsourcing simple services to users, Apple might be able to simplify its service and cost structure.\nHowever, I doubt that this piece of news alone was responsible for creating $40 billion in market value. Instead, I bet that bullishness has been merely a reflection of recent skepticism over the company's ability to perform in the near term phasing out.\nI have recently talked about two sell-side reports that support the bull thesis on Apple shares. Wedbush has just called for the best holiday season in the history of the iPhone, with the segment possibly delivering over $70 billion in revenues in only about three months.\nJust a day earlier,Morgan Stanley put Apple at the center of the metaverse opportunity. According to the research shop, the real catalyst in this important growth story \"comes if or when Apple enters the space\".\nWhat to expect of AAPL\nThe Apple Maven remains bullish on Apple stock. With valuations having dipped since reaching a 12-month high in early September, shares have become more affordable than some believe them to be.\nThat said, and as the all-time high lurks around the corner, investors should set the right expectations. Near peaks, AAPL tends to suffer less from volatility. However, forward one-year returns also tend to be lower than when the stock is bought after a sharp selloff.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878036088,"gmtCreate":1637121605698,"gmtModify":1637121605835,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878036088","repostId":"1197097917","repostType":4,"isVote":1,"tweetType":1,"viewCount":3530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873291321,"gmtCreate":1636944044383,"gmtModify":1636944044468,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873291321","repostId":"2183425810","repostType":4,"isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873293484,"gmtCreate":1636944016606,"gmtModify":1636944016733,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873293484","repostId":"1136863491","repostType":4,"isVote":1,"tweetType":1,"viewCount":1801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873349843,"gmtCreate":1636864805561,"gmtModify":1636864805687,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873349843","repostId":"1159096163","repostType":4,"repost":{"id":"1159096163","kind":"news","pubTimestamp":1636851053,"share":"https://www.laohu8.com/m/news/1159096163?lang=&edition=full","pubTime":"2021-11-14 08:50","market":"us","language":"en","title":"Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1159096163","media":"Barrons","summary":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce","content":"<p>By the time the pandemic hit the U.S. economy, the outlook for&nbsp;Abercrombie &amp; Fitch&nbsp;seemed dire.</p>\n<p>Once a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.</p>\n<p>The retail apocalypse, it seemed, was about to claim another victim.</p>\n<p>But something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.</p>\n<p>Revenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.</p>\n<p>“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with <i>Barron’s</i>. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”</p>\n<p>Abercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.</p>\n<p>Brands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including&nbsp;Macy’s&nbsp;(M),Nordstrom&nbsp;(JWN), Famous Footwear parent Caleres&nbsp;(CAL), and&nbsp;Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.</p>\n<p>These companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.</p>\n<p>No one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.</p>\n<p>But the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57cd1db2ff23484eff85f5e6ad64d7c8\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Wealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.</span></p>\n<p>The pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as&nbsp;Amazon.com&nbsp;(AMZN) and&nbsp;Walmart (WMT) saw their best year ever.</p>\n<p>“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”</p>\n<p>Shor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.</p>\n<p>But the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.</p>\n<p>In one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.</p>\n<p>Such approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.</p>\n<p>“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.</p>\n<p>Abercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.</p>\n<p>“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”</p>\n<p>Not only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.</p>\n<p>That behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.</p>\n<p>According to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.</p>\n<p>The shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.</p>\n<p>During the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.</p>\n<p>“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.</p>\n<p>Retail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.</p>\n<p>Retailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly&nbsp;Mastercard&nbsp;spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.</p>\n<p>Luxury retailer&nbsp;Burberry Group&nbsp;(BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And&nbsp;Tapestry&nbsp;(TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.</p>\n<p>Some analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”</p>\n<p>Meanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.</p>\n<p>“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.</p>\n<p>All of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the&nbsp;SPDR S&amp;P Retail&nbsp;exchanged-trade fund (XRT) was up 85%, while the S&amp;P 500 rose 33%. The&nbsp;Invesco S&amp;P 500 Equal Weight Consumer Discretionary&nbsp;ETF (RCD) has outperformed the S&amp;P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.</p>\n<p>“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”</p>\n<p>All that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.</p>\n<p>The verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.</p>\n<p>“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.</p>\n<p>Companies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.</p>\n<p>Abercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.</p>\n<p>To ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.</p>\n<p>On the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.</p>\n<p>Whatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”</p>\n<p>The economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.</p>\n<p>Abercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.</p>\n<p>Other retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.</p>\n<p>“We’re going to just continue at it,” Horowitz says.</p>\n<p>As retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.</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>Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.</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\">\nShoppers Are Heading to Malls Again. These Stocks Are Good Bets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 08:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and ...</p>\n\n<a href=\"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRBY.UK":"巴宝莉","M":"梅西百货","SIG":"西格内特珠宝","CAL":"Caleres鞋业","ANF":"爱芬奇","JWN":"诺德斯特龙","TPR":"Tapestry Inc.","AMZN":"亚马逊","RCD":"READY CAPITAL CORPORATION 9.00% SENIOR NOTES DUE 2029","WMT":"沃尔玛","BBRYF":"Burberry Group Plc"},"source_url":"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159096163","content_text":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.\nThe retail apocalypse, it seemed, was about to claim another victim.\nBut something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.\nRevenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.\n“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with Barron’s. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”\nAbercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.\nBrands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including Macy’s (M),Nordstrom (JWN), Famous Footwear parent Caleres (CAL), and Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.\nThese companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.\nNo one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.\nBut the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.\nWealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.\nThe pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as Amazon.com (AMZN) and Walmart (WMT) saw their best year ever.\n“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”\nShor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.\nBut the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.\nIn one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.\nSuch approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.\n“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.\nAbercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.\n“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”\nNot only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.\nThat behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.\nAccording to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.\nThe shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.\nDuring the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.\n“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.\nRetail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.\nRetailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly Mastercard spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.\nLuxury retailer Burberry Group (BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And Tapestry (TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.\nSome analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”\nMeanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.\n“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.\nAll of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the SPDR S&P Retail exchanged-trade fund (XRT) was up 85%, while the S&P 500 rose 33%. The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) has outperformed the S&P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.\n“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”\nAll that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.\nThe verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.\n“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.\nCompanies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.\nAbercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.\nTo ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.\nOn the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.\nWhatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”\nThe economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.\nAbercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.\nOther retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.\n“We’re going to just continue at it,” Horowitz says.\nAs retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.","news_type":1,"symbols_score_info":{"AMZN":0.9,"ANF":0.9,"BBRYF":0.9,"BRBY.UK":0.9,"CAL":0.9,"JWN":0.9,"M":0.9,"RCD":0.9,"SIG":0.9,"TPR":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879759862,"gmtCreate":1636777039285,"gmtModify":1636777039408,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879759862","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>\n <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>\n <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>\n <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p>\n<p>What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p>\n<p><b>Palantir's revenue continues to expand on both the commercial and government side</b></p>\n<p>Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p>\n<p>The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p>\n<p>PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p>\n<p><b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p>\n<p>In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p>\n<p>There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p>The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p><b>Conclusion</b></p>\n<p>PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p>\n<p><b>Seeking Alpha Marketplace</b></p>\n<p>I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</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>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity</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\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in...</p>\n\n<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879193256,"gmtCreate":1636687325807,"gmtModify":1636687639904,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879193256","repostId":"1104958347","repostType":4,"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870886042,"gmtCreate":1636600379559,"gmtModify":1636600379678,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870886042","repostId":"1183617975","repostType":4,"repost":{"id":"1183617975","kind":"news","pubTimestamp":1636597438,"share":"https://www.laohu8.com/m/news/1183617975?lang=&edition=full","pubTime":"2021-11-11 10:23","market":"hk","language":"en","title":"Hot stocks: SPH, SPH Reit, Keppel, Keppel Reit see active trading after Keppel's counter offer for SPH","url":"https://stock-news.laohu8.com/highlight/detail?id=1183617975","media":"The bussiness Times","summary":"SHARES of Singapore Press Holdings (SPH) and Keppel Corp, as well as units of SPH Reit and Keppel Re","content":"<p>SHARES of Singapore Press Holdings (SPH) and Keppel Corp, as well as units of SPH Reit and Keppel Reit, were actively traded in the morning on Thursday (Nov 11), after Keppel said it would raise its privatisation offer for SPH.</p>\n<p>SPH and Keppel Reit were among the top traded counters by volume in the morning.</p>\n<p>As at 9 am, SPH reached a high of S$2.30, up S$0.14 or 6.5 per cent, with 3 million shares changing hands. Keppel Reit reached a low of S$1.09, down S$0.06 or 5.2 per cent, with 4.1 million units traded.</p>\n<p>Meanwhile, Keppel Corp fell to S$5.26 as at 9.18 am, down S$0.05 or 0.9 per cent, with 560,700 shares changing hands. SPH Reit was down S$0.03 or 2.9 per cent at S$0.99 as at 9 am, with 244,500 units traded.</p>\n<p>As at 9.43 am, SPH shares eased slightly to S$2.28, up S$0.12 or 5.6 per cent, with 13.6 million shares changing hands. SPH Reit was trading at S$0.995, down S$0.025 or 2.5 per cent, with 3.7 million units traded.</p>\n<p>Keppel shares were down S$0.03 or 0.6 per cent at S$5.28, with 996,200 shares changing hands, while Keppel Reit slipped S$0.04 or 3.5 per cent to S$1.11, with 9.7 million units traded.</p>\n<p>Late Tuesday night, Keppel announced it would raise its privatisation offer for SPH to S$2.351 per share by beefing up its cash component. The final offer comprises cash of S$0.868 per share, 0.596 Keppel Reit unit (valued at S$0.685 as at Nov 9) and 0.782 SPH Reit unit (valued S$0.798 as at Nov 9) per SPH share.</p>\n<p>Keppel said its revised offer price reflects a change of conditions, stemming from an improved financial performance and the overall economic environment since July.</p>\n<p>The higher cash consideration, however, is expected to increase Keppel's pro forma net gearing by 0.03 time after the transaction, although the group's pro forma net gearing should remain below 1 time.</p>\n<p>SPH, SPH Reit, Keppel and Keppel Reit called for trading halts on Wednesday (Nov 10) morning, for the dissemination of announcements. All 4 counters have since resumed trading.</p>","source":"lsy1636420184263","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>Hot stocks: SPH, SPH Reit, Keppel, Keppel Reit see active trading after Keppel's counter offer for SPH</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\">\nHot stocks: SPH, SPH Reit, Keppel, Keppel Reit see active trading after Keppel's counter offer for SPH\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-11 10:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/hot-stocks-sph-sph-reit-keppel-keppel-reit-see-active-trading-after-keppels-counter-offer-for><strong>The bussiness Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SHARES of Singapore Press Holdings (SPH) and Keppel Corp, as well as units of SPH Reit and Keppel Reit, were actively traded in the morning on Thursday (Nov 11), after Keppel said it would raise its ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/hot-stocks-sph-sph-reit-keppel-keppel-reit-see-active-trading-after-keppels-counter-offer-for\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司"},"source_url":"https://www.businesstimes.com.sg/stocks/hot-stocks-sph-sph-reit-keppel-keppel-reit-see-active-trading-after-keppels-counter-offer-for","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183617975","content_text":"SHARES of Singapore Press Holdings (SPH) and Keppel Corp, as well as units of SPH Reit and Keppel Reit, were actively traded in the morning on Thursday (Nov 11), after Keppel said it would raise its privatisation offer for SPH.\nSPH and Keppel Reit were among the top traded counters by volume in the morning.\nAs at 9 am, SPH reached a high of S$2.30, up S$0.14 or 6.5 per cent, with 3 million shares changing hands. Keppel Reit reached a low of S$1.09, down S$0.06 or 5.2 per cent, with 4.1 million units traded.\nMeanwhile, Keppel Corp fell to S$5.26 as at 9.18 am, down S$0.05 or 0.9 per cent, with 560,700 shares changing hands. SPH Reit was down S$0.03 or 2.9 per cent at S$0.99 as at 9 am, with 244,500 units traded.\nAs at 9.43 am, SPH shares eased slightly to S$2.28, up S$0.12 or 5.6 per cent, with 13.6 million shares changing hands. SPH Reit was trading at S$0.995, down S$0.025 or 2.5 per cent, with 3.7 million units traded.\nKeppel shares were down S$0.03 or 0.6 per cent at S$5.28, with 996,200 shares changing hands, while Keppel Reit slipped S$0.04 or 3.5 per cent to S$1.11, with 9.7 million units traded.\nLate Tuesday night, Keppel announced it would raise its privatisation offer for SPH to S$2.351 per share by beefing up its cash component. The final offer comprises cash of S$0.868 per share, 0.596 Keppel Reit unit (valued at S$0.685 as at Nov 9) and 0.782 SPH Reit unit (valued S$0.798 as at Nov 9) per SPH share.\nKeppel said its revised offer price reflects a change of conditions, stemming from an improved financial performance and the overall economic environment since July.\nThe higher cash consideration, however, is expected to increase Keppel's pro forma net gearing by 0.03 time after the transaction, although the group's pro forma net gearing should remain below 1 time.\nSPH, SPH Reit, Keppel and Keppel Reit called for trading halts on Wednesday (Nov 10) morning, for the dissemination of announcements. All 4 counters have since resumed trading.","news_type":1,"symbols_score_info":{"BN4.SI":0.9,"T39.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847640353,"gmtCreate":1636516947384,"gmtModify":1636516961430,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847640353","repostId":"1160072303","repostType":4,"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845259835,"gmtCreate":1636344002735,"gmtModify":1636344058262,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845259835","repostId":"2181728933","repostType":4,"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845924474,"gmtCreate":1636268582525,"gmtModify":1636268582755,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/845924474","repostId":"2181742244","repostType":4,"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842669065,"gmtCreate":1636170763181,"gmtModify":1636170763453,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842669065","repostId":"2181746364","repostType":4,"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848509988,"gmtCreate":1636008249855,"gmtModify":1636008250077,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/848509988","repostId":"1185162858","repostType":4,"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841264690,"gmtCreate":1635916123030,"gmtModify":1635916123108,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841264690","repostId":"1105545673","repostType":4,"repost":{"id":"1105545673","kind":"news","pubTimestamp":1635911832,"share":"https://www.laohu8.com/m/news/1105545673?lang=&edition=full","pubTime":"2021-11-03 11:57","market":"us","language":"en","title":"5 things to watch for when Fed meets Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1105545673","media":"Marketwatch","summary":"The headlines of the story about Wednesday’s Federal Reserve policy meeting have already been writte","content":"<p>The headlines of the story about Wednesday’s Federal Reserve policy meeting have already been written. The devil, as they say, will be in the details.</p>\n<p>On the likely news, it is a “foregone conclusion” the Fed will announce Wednesday that a tapering of asset purchases will begin later this month, according to Michael Gapen, chief U.S. economist at Barclays.</p>\n<p>The Fed has indicated the pace of reduction in its bond buying program is likely to be $15 billion per month. This means that the current pace of $120 billion in monthly asset purchases will end completely in the middle of next year.</p>\n<p>Here’s a look at what else economists and investors will be watching for when the Fed concludes the two-day meeting on Wednesday. The Fed will release a statement at 2 p.m. Eastern and Fed Chairman Jerome Powell will hold a press conference at 2:30 p.m. Eastern.</p>\n<h4>Transitory inflation</h4>\n<p>A lot has been written about Powell’s view that inflation is “transitory,” which doesn’t mean it will quickly reverse. Instead, it means that within a reasonable timeline, inflation will revert to its 2% target,” says Tim Duy, chief U.S. economist at SGH Macro Advisers.</p>\n<p>The Fed’s statement in September said that “inflation is elevated, largely reflecting transitory factors.” and economists are divided over whether it will be included in the statement released Wednesday.</p>\n<p>Michelle Meyer, head of U.S. economics at BofA , thinks this key sentence will be edited so that it says “partly” reflecting transitory factors or a sentence is added about signs of more persistent inflation.</p>\n<p>Jim O’Sullivan, chief U.S. macro strategist at TD Securities, thinks the Fed will stick with the “largely reflecting transitory factors” language. This will imply no rush for interest rate hikes, he said.</p>\n<p>The underpinnings of the “transitory” prediction are staring to “lose its luster,” said said Steve Friedman, senior macroeconomist at MacKay Shields, in an email. Inflation is looking more broad based, with shelter costs and a broader range of goods and services now registering price increases, he said.</p>\n<p>The Fed’s favorite inflation gauge,the personal consumption expenditure price index,rose at a 4.4% annual pace in October, the fastest pace in thirty years. In addition, wages had the largest quarterly increasessince the early 1990s.</p>\n<h4>Rate hikes</h4>\n<p>Powell is likely to emphasize again that the decision to taper is independent from the decision to lift rates. But markets won’t pay much attention to those efforts, said Gapen of Barclays, in an note.</p>\n<p>Markets continue to price in about two quarter-point rate hikes in 2022 and see the Fed transitioning quickly from ending asset purchases to raising short-term interest rates.</p>\n<p><img src=\"https://static.tigerbbs.com/c920b4b538ee54a770dabde94f3a140b\" tg-width=\"700\" tg-height=\"397\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>In September, the Fed was evenly split over whether to raise rates next near and many Fed officials have signaled they want to end tapering in case rate hikes are needed, he said.</p>\n<p>Michael Gregory, deputy chief economist at BMO Capital Markets in Toronto said he expects “we’ll still come away with the impression that the chances of liftoff later next year have moved much higher than the 50-50 odds portrayed by last meeting’s dot-plot.”</p>\n<h4>Balance sheet</h4>\n<p>In 2016, some economists argued that the Fed should start to actually shrink its balance sheet before it raises interest rates. The central bank didn’t follow that approach but the argument is resurfacing again, said Mark Cabana, rates strategist at BofA Securities. Some Fed officials, including St. Louis Fed president James Bullard, have signaled a willingness for an early move to shrink the balance sheet, which has risen to $8.6 trillion from $4.4 trillion prior to the pandemic.</p>\n<p>Cabana said his base case is that the Fed follows the approach of the last cycle in 2017-2019 and moves to reduce the balance sheet once its benchmark rate is above 1%, which he pencils in to happen in the fourth quarter of 2023.</p>\n<p>But there are rising odds for an earlier move – in early 2023 – to shrink the balance sheet as it would be a more passive policy tightening that gives the labor market longer to heal. he said.</p>\n<p>To shrink the balance sheet, the Fed doesn’t have to sell securities that it holds. It can just let them mature and not reinvest the proceeds.</p>\n<h4>Ethics concern</h4>\n<p>Powell is going to be asked about ethics concerns related to Fed officials trading for their personal accounts during the pandemic. Last month, the Fed announcednew rules to restrict trading by top officials.Two regional Fed presidents left their positions after their trading behavior in 2020 was criticized. Some progressive Democrats have questioned some of Powell’s own investment decisions, as well as decisions by his No. 2, Vice Chairman Richard Clarida. “We expect the Fed Chair to take time to explain the new procedures and push back against the perceptions that Fed officials were engaged in a form of self-dealing,” Gapen said.</p>\n<h4>Second term for Powell</h4>\n<p>Powell’s term as Fed chair ends early next year and some economists believe that Powell’s hands are tied as long as President Joe Biden hasn’t acted to reappoint him.</p>\n<p>“He cannot start to be Mr. Tough Guy [on inflation] as long as his reappointment is hanging in the balance,” said Robert Brusca, chief economist at FAO Economics. He added the Fed is under “kind of crazy pressure” from progressives. “I think that’s a really big complication for policy right now.”</p>\n<p>At his last press conference in September, Powell demurred from making any statement on the matter. “I think the phrase goes – I have nothing for you on that today. Sorry, I’m just focused on my job,” he said.</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>5 things to watch for when Fed meets Wednesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 things to watch for when Fed meets Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/5-things-to-watch-for-when-fed-meets-wednesday-11635878287?siteid=yhoof2><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The headlines of the story about Wednesday’s Federal Reserve policy meeting have already been written. The devil, as they say, will be in the details.\nOn the likely news, it is a “foregone conclusion”...</p>\n\n<a href=\"https://www.marketwatch.com/story/5-things-to-watch-for-when-fed-meets-wednesday-11635878287?siteid=yhoof2\">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",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/5-things-to-watch-for-when-fed-meets-wednesday-11635878287?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1105545673","content_text":"The headlines of the story about Wednesday’s Federal Reserve policy meeting have already been written. The devil, as they say, will be in the details.\nOn the likely news, it is a “foregone conclusion” the Fed will announce Wednesday that a tapering of asset purchases will begin later this month, according to Michael Gapen, chief U.S. economist at Barclays.\nThe Fed has indicated the pace of reduction in its bond buying program is likely to be $15 billion per month. This means that the current pace of $120 billion in monthly asset purchases will end completely in the middle of next year.\nHere’s a look at what else economists and investors will be watching for when the Fed concludes the two-day meeting on Wednesday. The Fed will release a statement at 2 p.m. Eastern and Fed Chairman Jerome Powell will hold a press conference at 2:30 p.m. Eastern.\nTransitory inflation\nA lot has been written about Powell’s view that inflation is “transitory,” which doesn’t mean it will quickly reverse. Instead, it means that within a reasonable timeline, inflation will revert to its 2% target,” says Tim Duy, chief U.S. economist at SGH Macro Advisers.\nThe Fed’s statement in September said that “inflation is elevated, largely reflecting transitory factors.” and economists are divided over whether it will be included in the statement released Wednesday.\nMichelle Meyer, head of U.S. economics at BofA , thinks this key sentence will be edited so that it says “partly” reflecting transitory factors or a sentence is added about signs of more persistent inflation.\nJim O’Sullivan, chief U.S. macro strategist at TD Securities, thinks the Fed will stick with the “largely reflecting transitory factors” language. This will imply no rush for interest rate hikes, he said.\nThe underpinnings of the “transitory” prediction are staring to “lose its luster,” said said Steve Friedman, senior macroeconomist at MacKay Shields, in an email. Inflation is looking more broad based, with shelter costs and a broader range of goods and services now registering price increases, he said.\nThe Fed’s favorite inflation gauge,the personal consumption expenditure price index,rose at a 4.4% annual pace in October, the fastest pace in thirty years. In addition, wages had the largest quarterly increasessince the early 1990s.\nRate hikes\nPowell is likely to emphasize again that the decision to taper is independent from the decision to lift rates. But markets won’t pay much attention to those efforts, said Gapen of Barclays, in an note.\nMarkets continue to price in about two quarter-point rate hikes in 2022 and see the Fed transitioning quickly from ending asset purchases to raising short-term interest rates.\n\nIn September, the Fed was evenly split over whether to raise rates next near and many Fed officials have signaled they want to end tapering in case rate hikes are needed, he said.\nMichael Gregory, deputy chief economist at BMO Capital Markets in Toronto said he expects “we’ll still come away with the impression that the chances of liftoff later next year have moved much higher than the 50-50 odds portrayed by last meeting’s dot-plot.”\nBalance sheet\nIn 2016, some economists argued that the Fed should start to actually shrink its balance sheet before it raises interest rates. The central bank didn’t follow that approach but the argument is resurfacing again, said Mark Cabana, rates strategist at BofA Securities. Some Fed officials, including St. Louis Fed president James Bullard, have signaled a willingness for an early move to shrink the balance sheet, which has risen to $8.6 trillion from $4.4 trillion prior to the pandemic.\nCabana said his base case is that the Fed follows the approach of the last cycle in 2017-2019 and moves to reduce the balance sheet once its benchmark rate is above 1%, which he pencils in to happen in the fourth quarter of 2023.\nBut there are rising odds for an earlier move – in early 2023 – to shrink the balance sheet as it would be a more passive policy tightening that gives the labor market longer to heal. he said.\nTo shrink the balance sheet, the Fed doesn’t have to sell securities that it holds. It can just let them mature and not reinvest the proceeds.\nEthics concern\nPowell is going to be asked about ethics concerns related to Fed officials trading for their personal accounts during the pandemic. Last month, the Fed announcednew rules to restrict trading by top officials.Two regional Fed presidents left their positions after their trading behavior in 2020 was criticized. Some progressive Democrats have questioned some of Powell’s own investment decisions, as well as decisions by his No. 2, Vice Chairman Richard Clarida. “We expect the Fed Chair to take time to explain the new procedures and push back against the perceptions that Fed officials were engaged in a form of self-dealing,” Gapen said.\nSecond term for Powell\nPowell’s term as Fed chair ends early next year and some economists believe that Powell’s hands are tied as long as President Joe Biden hasn’t acted to reappoint him.\n“He cannot start to be Mr. Tough Guy [on inflation] as long as his reappointment is hanging in the balance,” said Robert Brusca, chief economist at FAO Economics. He added the Fed is under “kind of crazy pressure” from progressives. “I think that’s a really big complication for policy right now.”\nAt his last press conference in September, Powell demurred from making any statement on the matter. “I think the phrase goes – I have nothing for you on that today. Sorry, I’m just focused on my job,” he said.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":836566001,"gmtCreate":1629508251603,"gmtModify":1631893797886,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/836566001","repostId":"2160710721","repostType":4,"repost":{"id":"2160710721","kind":"news","pubTimestamp":1629473265,"share":"https://www.laohu8.com/m/news/2160710721?lang=&edition=full","pubTime":"2021-08-20 23:27","market":"us","language":"en","title":"Is Moderna (MRNA) COVID-19 Jab Heart Risk More Than Pfizer's?","url":"https://stock-news.laohu8.com/highlight/detail?id=2160710721","media":"Zacks","summary":"Moderna’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. ","content":"<p><b>Moderna</b>’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. Centers for Disease Control and Prevention (CDC) for higher risk of myocarditis, a rare condition of heart inflammation, in younger adults per a <a href=\"https://laohu8.com/S/WASH\">Washington</a> <a href=\"https://laohu8.com/S/POST\">Post</a> article. The article implies that the risk of myocarditis following inoculation with mRNA-1273 can be more than previously thought and is also higher than <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>/<b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>’s mRNA-based vaccine, BNT162b.</p>\n<p>Per the same <a href=\"https://laohu8.com/S/WRE\">Washington</a> Post article, the claims of higher risk of myocarditis, especially for males below the age of 30 or so, following Moderna’s jab are majorly based on data from Canada. The same data suggests that vaccination with mRNA-1273 may increase the risk of incidence of myocarditis by 2.5-fold compared to BNT162b. U.S. health officials are currently reviewing the data as well as data generated in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States for a possible link to higher risk of heart inflammation. The report stated that the officials believe it is too early to conclude and issue any kind of new or revised warning or recommendation for mRNA-1273.</p>\n<p>We note that Pfizer’s BNT162b is already leading the vaccination race with $11.3 billion sales in the first half of 2021 compared to nearly $6 billion of sales from mRNA-1273. Moreover, the anticipated sales for 2021 for BNT162b and mRNA-1273 stands at $33.5 billion and approximately $19.2 billion, respectively.</p>\n<p>Meanwhile, U.S. health officials have decided to start providing booster doses to the country’s citizens beginning in the first week of fall that will start on Sep 20. Amid rising support for booster doses for better protection against the Delta variant, the potential link to higher risk of heart inflammation may hurt demand for Moderna’s mRNA-1273, pushing it further back in the competition. Moreover, a few new COVID-19 vaccines may enter the U.S. markets this year, which will result in increased competition.</p>\n<p>Shares of Moderna fell 5.8% on Aug 19, following the reports on probe for higher risk of heart inflammation. The company’s shares have surged 259.4% so far this year against the industry’s decrease of 0.3%.</p>\n<p><img src=\"https://static.tigerbbs.com/01ae6084260e85bc39bcd6d72d8d9ae0\" tg-width=\"620\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p>\n<p>Image Source: Zacks Investment Research</p>\n<p>We note that the CDC concluded earlier in June that there is a “likely association” between mRNA-based COVID-19 vaccines and increased cases of heart inflammation, including myocarditis and pericarditis, in adolescents and younger adults. Heart inflammation was reported after the first dose of mRNA-1273 and BNT162b in a small proportion of individuals,which increased further following the second dose. However, similar inflammation cases were not reported following vaccination with <b>J&amp;J</b>’s JNJ adenovirus-based COVID-19 vaccine. Following the investigation, the labels of both mRNA-based vaccines were updated to include a warning label for increased risk of myocarditis.</p>\n<p>Meanwhile, the United States is not the only country to probe various risks with possible links to mRNA-based COVID-19 vaccines. Earlier this month, the European Medicines Agency initiated an investigation to study three new conditions found in a small proportion of individuals receiving mRNA-based vaccination.&nbsp;The individuals immunized with an mRNA-based vaccine reported that they developed either erythema multiforme (allergic skin reaction), glomerulonephritis (kidney inflammation) and/or nephrotic syndrome (renal disorder).</p>\n<h3><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> Price</h3>\n<p><img src=\"https://static.tigerbbs.com/33512fafdd460236be3b7bc6e113462a\" tg-width=\"545\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> price | Moderna, Inc. Quote</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Moderna (MRNA) COVID-19 Jab Heart Risk More Than Pfizer's?</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\">\nIs Moderna (MRNA) COVID-19 Jab Heart Risk More Than Pfizer's?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/moderna-mrna-covid-19-jab-131601604.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. Centers for Disease Control and Prevention (CDC) for higher risk of myocarditis, a rare condition of...</p>\n\n<a href=\"https://finance.yahoo.com/news/moderna-mrna-covid-19-jab-131601604.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc."},"source_url":"https://finance.yahoo.com/news/moderna-mrna-covid-19-jab-131601604.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2160710721","content_text":"Moderna’s MRNA mRNA-based COVID-19 vaccine, mRNA-1273 is being investigated by the FDA and the U.S. Centers for Disease Control and Prevention (CDC) for higher risk of myocarditis, a rare condition of heart inflammation, in younger adults per a Washington Post article. The article implies that the risk of myocarditis following inoculation with mRNA-1273 can be more than previously thought and is also higher than Pfizer/BioNTech SE’s mRNA-based vaccine, BNT162b.\nPer the same Washington Post article, the claims of higher risk of myocarditis, especially for males below the age of 30 or so, following Moderna’s jab are majorly based on data from Canada. The same data suggests that vaccination with mRNA-1273 may increase the risk of incidence of myocarditis by 2.5-fold compared to BNT162b. U.S. health officials are currently reviewing the data as well as data generated in the United States for a possible link to higher risk of heart inflammation. The report stated that the officials believe it is too early to conclude and issue any kind of new or revised warning or recommendation for mRNA-1273.\nWe note that Pfizer’s BNT162b is already leading the vaccination race with $11.3 billion sales in the first half of 2021 compared to nearly $6 billion of sales from mRNA-1273. Moreover, the anticipated sales for 2021 for BNT162b and mRNA-1273 stands at $33.5 billion and approximately $19.2 billion, respectively.\nMeanwhile, U.S. health officials have decided to start providing booster doses to the country’s citizens beginning in the first week of fall that will start on Sep 20. Amid rising support for booster doses for better protection against the Delta variant, the potential link to higher risk of heart inflammation may hurt demand for Moderna’s mRNA-1273, pushing it further back in the competition. Moreover, a few new COVID-19 vaccines may enter the U.S. markets this year, which will result in increased competition.\nShares of Moderna fell 5.8% on Aug 19, following the reports on probe for higher risk of heart inflammation. The company’s shares have surged 259.4% so far this year against the industry’s decrease of 0.3%.\n\nImage Source: Zacks Investment Research\nWe note that the CDC concluded earlier in June that there is a “likely association” between mRNA-based COVID-19 vaccines and increased cases of heart inflammation, including myocarditis and pericarditis, in adolescents and younger adults. Heart inflammation was reported after the first dose of mRNA-1273 and BNT162b in a small proportion of individuals,which increased further following the second dose. However, similar inflammation cases were not reported following vaccination with J&J’s JNJ adenovirus-based COVID-19 vaccine. Following the investigation, the labels of both mRNA-based vaccines were updated to include a warning label for increased risk of myocarditis.\nMeanwhile, the United States is not the only country to probe various risks with possible links to mRNA-based COVID-19 vaccines. Earlier this month, the European Medicines Agency initiated an investigation to study three new conditions found in a small proportion of individuals receiving mRNA-based vaccination. The individuals immunized with an mRNA-based vaccine reported that they developed either erythema multiforme (allergic skin reaction), glomerulonephritis (kidney inflammation) and/or nephrotic syndrome (renal disorder).\nModerna, Inc. Price\n\nModerna, Inc. price | Moderna, Inc. Quote","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":875426837,"gmtCreate":1637680144060,"gmtModify":1637680144231,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/875426837","repostId":"1156228294","repostType":4,"repost":{"id":"1156228294","kind":"news","pubTimestamp":1637679908,"share":"https://www.laohu8.com/m/news/1156228294?lang=&edition=full","pubTime":"2021-11-23 23:05","market":"us","language":"en","title":"Aptevo Stock Rallies After Posting First Complete Remission In Early Acute Myeloid Leukemia Trial","url":"https://stock-news.laohu8.com/highlight/detail?id=1156228294","media":"Benzinga","summary":"Aptevo Therapeutics Inc has announced a clinical update for its Phase 1b Expansion trial evaluating ","content":"<ul>\n <li><b>Aptevo Therapeutics Inc</b>&nbsp;has announced a clinical update for its Phase 1b Expansion trial evaluating APVO436 for acute myeloid leukemia (AML).</li>\n</ul>\n<ul>\n <li>A high-risk AML patient treated in Cohort 1 with a combination of chemotherapy plus APVO436&nbsp;achieved a complete remission&nbsp;(CR) after one cycle of therapy.</li>\n <li>The chemotherapy regimen included the standard leukemia drugs Mitoxantrone, Etoposide, and Cytarabine.</li>\n <li>The patient tolerated treatment without evidence of over toxicity.</li>\n <li>Overexpression of CD123 is the hallmark of many forms of leukemia. Aptevo's lead proprietary drug candidate, APVO436, is a bispecific CD3xCD123 ADAPTIR designed to redirect the patient's immune system to destroy leukemia cells expressing the target CD123 molecule on their surface.</li>\n <li><b>Price Action:</b>&nbsp;APVO shares are up 54.6% at $10.02 during the morning session on the last check Tuesday.</li>\n</ul>","source":"lsy1606299360108","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>Aptevo Stock Rallies After Posting First Complete Remission In Early Acute Myeloid Leukemia Trial</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\">\nAptevo Stock Rallies After Posting First Complete Remission In Early Acute Myeloid Leukemia Trial\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 23:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/general/biotech/21/11/24248635/aptevo-stock-rallies-after-posting-first-complete-remission-in-early-acute-myeloid-leukemia-trial><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Aptevo Therapeutics Inc has announced a clinical update for its Phase 1b Expansion trial evaluating APVO436 for acute myeloid leukemia (AML).\n\n\nA high-risk AML patient treated in Cohort 1 with a ...</p>\n\n<a href=\"https://www.benzinga.com/general/biotech/21/11/24248635/aptevo-stock-rallies-after-posting-first-complete-remission-in-early-acute-myeloid-leukemia-trial\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APVO":"Aptevo Therapeutics Inc."},"source_url":"https://www.benzinga.com/general/biotech/21/11/24248635/aptevo-stock-rallies-after-posting-first-complete-remission-in-early-acute-myeloid-leukemia-trial","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156228294","content_text":"Aptevo Therapeutics Inc has announced a clinical update for its Phase 1b Expansion trial evaluating APVO436 for acute myeloid leukemia (AML).\n\n\nA high-risk AML patient treated in Cohort 1 with a combination of chemotherapy plus APVO436 achieved a complete remission (CR) after one cycle of therapy.\nThe chemotherapy regimen included the standard leukemia drugs Mitoxantrone, Etoposide, and Cytarabine.\nThe patient tolerated treatment without evidence of over toxicity.\nOverexpression of CD123 is the hallmark of many forms of leukemia. Aptevo's lead proprietary drug candidate, APVO436, is a bispecific CD3xCD123 ADAPTIR designed to redirect the patient's immune system to destroy leukemia cells expressing the target CD123 molecule on their surface.\nPrice Action: APVO shares are up 54.6% at $10.02 during the morning session on the last check Tuesday.","news_type":1,"symbols_score_info":{"APVO":0.9}},"isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867777009,"gmtCreate":1633319880965,"gmtModify":1633319881191,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/867777009","repostId":"2172965469","repostType":4,"repost":{"id":"2172965469","kind":"news","pubTimestamp":1633318929,"share":"https://www.laohu8.com/m/news/2172965469?lang=&edition=full","pubTime":"2021-10-04 11:42","market":"us","language":"en","title":"At US$145, Is It Time To Put NIKE On Your Watch List?","url":"https://stock-news.laohu8.com/highlight/detail?id=2172965469","media":"Simply Wall St.","summary":"NIKE, Inc. (NYSE:NKE) received a lot of attention from a substantial price movement on the NYSE over","content":"<p>NIKE, Inc. (NYSE:NKE) received a lot of attention from a substantial price movement on the NYSE over the last few months, increasing to US$174 at <a href=\"https://laohu8.com/S/AONE.U\">one</a> point, and dropping to the lows of US$132. Some share price movements can give investors a better opportunity to enter into the stock, and potentially buy at a lower price. A question to answer is whether NIKE's current trading price of US$145 reflective of the actual value of the large-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let’s take a look at NIKE’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change. </p> \n<p><span> Check out our latest analysis for NIKE </span></p> \n<h3> What's the opportunity in NIKE? </h3> \n<p> NIKE appears to be expensive according to my price multiple model, which makes a comparison between the company's price-to-earnings ratio and the industry average. In this instance, I’ve used the price-to-earnings (PE) ratio given that there is not enough information to reliably forecast the stock’s cash flows. I find that NIKE’s ratio of 37.8x is above its peer average of 18.57x, which suggests the stock is trading at a higher price compared to the Luxury industry. Another thing to keep in mind is that NIKE’s share price is quite stable relative to the rest of the market, as indicated by its low beta. This means that if you believe the current share price should move towards the levels of its industry peers over time, a low beta could suggest it is not likely to reach that level anytime soon, and once it’s there, it may be hard for it to fall back down into an attractive buying range again. </p> \n<h3> What does the future of NIKE look like? </h3> &lt;figure&gt; \n<img src=\"https://static.tigerbbs.com/50085d17409cf88b2dea32893e863a2d\"> &lt;figcaption&gt; NYSE:NKE Earnings and Revenue Growth October 1st 2021 &lt;/figcaption&gt; &lt;/figure&gt; \n<p> Future outlook is an important aspect when you’re looking at buying a stock, especially if you are an investor looking for growth in your portfolio. Although value investors would argue that it’s the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. NIKE's earnings over the next few years are expected to increase by 53%, indicating a highly optimistic future ahead. This should lead to more robust cash flows, feeding into a higher share value. </p> \n<h3>What this means for you:</h3> \n<p><strong>Are you a shareholder?</strong> It seems like the market has well and truly priced in NKE’s positive outlook, with shares trading above industry price multiples. At this current price, shareholders may be asking a different question – should I sell? If you believe NKE should trade below its current price, selling high and buying it back up again when its price falls towards the industry PE ratio can be profitable. But before you make this decision, take a look at whether its fundamentals have changed. </p> \n<p><strong>Are you a potential investor?</strong> If you’ve been keeping tabs on NKE for some time, now may not be the best time to enter into the stock. The price has surpassed its industry peers, which means it is likely that there is no more upside from mispricing. However, the positive outlook is encouraging for NKE, which means it’s worth diving deeper into other factors in order to take advantage of the next price drop. </p> \n<p> In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. At Simply Wall St, we found <strong>1 warning sign for NIKE</strong> and we think they deserve your attention. </p> \n<p> If you are no longer interested in NIKE, you can use our free platform to see our list of over 50 other stocks with a high growth potential. </p> \n<p><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i><br><br><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i></p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>At US$145, Is It Time To Put NIKE On Your Watch List?</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\">\nAt US$145, Is It Time To Put NIKE On Your Watch List?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-04 11:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-145-time-put-nike-172923257.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIKE, Inc. (NYSE:NKE) received a lot of attention from a substantial price movement on the NYSE over the last few months, increasing to US$174 at one point, and dropping to the lows of US$132. Some ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-145-time-put-nike-172923257.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/637327e97f444a37360588061af42d56","relate_stocks":{"TERN":"Terns Pharmaceuticals, Inc.","FWRG":"First Watch Restaurant Group, Inc.","CRCT":"Cricut, Inc.","NKE":"耐克","OLPX":"Olaplex Holdings, Inc.","HCTI":"Healthcare Triangle, Inc."},"source_url":"https://finance.yahoo.com/news/us-145-time-put-nike-172923257.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2172965469","content_text":"NIKE, Inc. (NYSE:NKE) received a lot of attention from a substantial price movement on the NYSE over the last few months, increasing to US$174 at one point, and dropping to the lows of US$132. Some share price movements can give investors a better opportunity to enter into the stock, and potentially buy at a lower price. A question to answer is whether NIKE's current trading price of US$145 reflective of the actual value of the large-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let’s take a look at NIKE’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change. \n Check out our latest analysis for NIKE \n What's the opportunity in NIKE? \n NIKE appears to be expensive according to my price multiple model, which makes a comparison between the company's price-to-earnings ratio and the industry average. In this instance, I’ve used the price-to-earnings (PE) ratio given that there is not enough information to reliably forecast the stock’s cash flows. I find that NIKE’s ratio of 37.8x is above its peer average of 18.57x, which suggests the stock is trading at a higher price compared to the Luxury industry. Another thing to keep in mind is that NIKE’s share price is quite stable relative to the rest of the market, as indicated by its low beta. This means that if you believe the current share price should move towards the levels of its industry peers over time, a low beta could suggest it is not likely to reach that level anytime soon, and once it’s there, it may be hard for it to fall back down into an attractive buying range again. \n What does the future of NIKE look like?  <figure> \n <figcaption> NYSE:NKE Earnings and Revenue Growth October 1st 2021 </figcaption> </figure> \n Future outlook is an important aspect when you’re looking at buying a stock, especially if you are an investor looking for growth in your portfolio. Although value investors would argue that it’s the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. NIKE's earnings over the next few years are expected to increase by 53%, indicating a highly optimistic future ahead. This should lead to more robust cash flows, feeding into a higher share value. \nWhat this means for you:\nAre you a shareholder? It seems like the market has well and truly priced in NKE’s positive outlook, with shares trading above industry price multiples. At this current price, shareholders may be asking a different question – should I sell? If you believe NKE should trade below its current price, selling high and buying it back up again when its price falls towards the industry PE ratio can be profitable. But before you make this decision, take a look at whether its fundamentals have changed. \nAre you a potential investor? If you’ve been keeping tabs on NKE for some time, now may not be the best time to enter into the stock. The price has surpassed its industry peers, which means it is likely that there is no more upside from mispricing. However, the positive outlook is encouraging for NKE, which means it’s worth diving deeper into other factors in order to take advantage of the next price drop. \n In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. At Simply Wall St, we found 1 warning sign for NIKE and we think they deserve your attention. \n If you are no longer interested in NIKE, you can use our free platform to see our list of over 50 other stocks with a high growth potential. \nThis article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.","news_type":1,"symbols_score_info":{"ALVU":0.9,"CRCT":0.9,"FWRG":0.9,"HCTI":0.9,"NKE":0.9,"OLPX":0.9,"TERN":0.9}},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897811074,"gmtCreate":1628905050398,"gmtModify":1633688626954,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897811074","repostId":"1144073354","repostType":4,"repost":{"id":"1144073354","kind":"news","pubTimestamp":1628904044,"share":"https://www.laohu8.com/m/news/1144073354?lang=&edition=full","pubTime":"2021-08-14 09:20","market":"us","language":"en","title":"Dow, S&P End Week at Record Highs. It’s Not That Exciting.","url":"https://stock-news.laohu8.com/highlight/detail?id=1144073354","media":"Barrons","summary":"Adventure. Excitement. The stock market doesn’t seem to crave these things lately. Investors should ","content":"<p>Adventure. Excitement. The stock market doesn’t seem to crave these things lately. Investors should hope it stays that way.</p>\n<p>It wasn’t quite like watching paint dry this past week, but it wasn’t that far off, either. Earnings reports were few and far between, the most prominent coming from Walt Disney (ticker: DIS) and eBay (EBAY). The economic news, including July’s consumer-price data, didn’t contain any shockers. And while the S&amp;P 500 closed the week on a streak of four new highs, one of them was by less than a quarter of&nbsp;a point. The index rose 0.7%, to 4468.00, while the&nbsp;Dow Jones Industrial Average&nbsp;gained 306.87 points, or 0.9%, to 35,515.38. The&nbsp;Nasdaq Composite&nbsp;dipped 0.1%. to 14,822.90.</p>\n<p>Exuberance this ain’t.</p>\n<p><b>Why Stock Prices Are Poised to Keep Rising</b></p>\n<p>Still, there was some action underneath the surface. Tech,particularly chip stockslikeMicron Technology(MU),Lam Research(LRCX), andApplied Materials(AMAT), took it on the chin, while banks, includingGoldman Sachs Group(GS), and industrials such asCaterpillar(CAT), soared. And theInvesco S&amp;P 500 Equal Weightexchange-traded fund (RSP) gained 0.8% on the week, outpacing the market-cap-weighted version.</p>\n<p><img src=\"https://static.tigerbbs.com/d14ffc0d585bc642e9dfa4eebe4b998b\" tg-width=\"964\" tg-height=\"647\" width=\"100%\" height=\"auto\"></p>\n<p>That suggests that&nbsp;the stock market is rotating&nbsp;once again, out of tech and other growth stocks, which had been outperforming since May, and back into stocks that benefit from the strength of the U.S. economy, says Katie Stockton, founder of Fairlead Strategies. “A lot of rotation in constituents can fuel a bull market,” she says, noting that if more stocks start winning, it’s only a matter of time before the small-cap&nbsp;Russell 2000 index&nbsp;does, too.</p>\n<p>That cyclicals have started breaking out again is impressive, particularly given the nonstop focus on the Covid-19 Delta variant. Whether it’s about states like&nbsp;Mississippi&nbsp;and&nbsp;Florida, or the Food and Drug Administration’s&nbsp;approval of a vaccine booster&nbsp;shot for people with compromised immune systems, renewed pandemic fears should have hit those stocks hard. That they didn’t says a lot about what investors are thinking.</p>\n<p>“If you just look at the market action this week, it’s saying the Delta variant is a public-health crisis, but not an economic crisis,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.</p>\n<p>At some point, the boredom will end, and the market will get more volatile. And the biggest risk might be that investors use the volatility to push the entire stock market higher, notes BTIG’s Julian Emanuel, treating it like one big meme stock.</p>\n<p>“[The] dramatic price action in ‘meme stocks’ both old and new raises the probability that higher volatility could result in an ‘altered reality’ exception,” he writes. “And there is only one previous exception where volatility went up and stocks continued to go up, and up, and up. At least for a while.”</p>\n<p>That, of course, was in 1999. Let’s hope we avoid the kind of excitement that followed.</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>Dow, S&P End Week at Record Highs. It’s Not That Exciting.</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\">\nDow, S&P End Week at Record Highs. It’s Not That Exciting.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/dow-stock-market-sp-500-51628901659?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Adventure. Excitement. The stock market doesn’t seem to crave these things lately. Investors should hope it stays that way.\nIt wasn’t quite like watching paint dry this past week, but it wasn’t that ...</p>\n\n<a href=\"https://www.barrons.com/articles/dow-stock-market-sp-500-51628901659?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/dow-stock-market-sp-500-51628901659?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144073354","content_text":"Adventure. Excitement. The stock market doesn’t seem to crave these things lately. Investors should hope it stays that way.\nIt wasn’t quite like watching paint dry this past week, but it wasn’t that far off, either. Earnings reports were few and far between, the most prominent coming from Walt Disney (ticker: DIS) and eBay (EBAY). The economic news, including July’s consumer-price data, didn’t contain any shockers. And while the S&P 500 closed the week on a streak of four new highs, one of them was by less than a quarter of a point. The index rose 0.7%, to 4468.00, while the Dow Jones Industrial Average gained 306.87 points, or 0.9%, to 35,515.38. The Nasdaq Composite dipped 0.1%. to 14,822.90.\nExuberance this ain’t.\nWhy Stock Prices Are Poised to Keep Rising\nStill, there was some action underneath the surface. Tech,particularly chip stockslikeMicron Technology(MU),Lam Research(LRCX), andApplied Materials(AMAT), took it on the chin, while banks, includingGoldman Sachs Group(GS), and industrials such asCaterpillar(CAT), soared. And theInvesco S&P 500 Equal Weightexchange-traded fund (RSP) gained 0.8% on the week, outpacing the market-cap-weighted version.\n\nThat suggests that the stock market is rotating once again, out of tech and other growth stocks, which had been outperforming since May, and back into stocks that benefit from the strength of the U.S. economy, says Katie Stockton, founder of Fairlead Strategies. “A lot of rotation in constituents can fuel a bull market,” she says, noting that if more stocks start winning, it’s only a matter of time before the small-cap Russell 2000 index does, too.\nThat cyclicals have started breaking out again is impressive, particularly given the nonstop focus on the Covid-19 Delta variant. Whether it’s about states like Mississippi and Florida, or the Food and Drug Administration’s approval of a vaccine booster shot for people with compromised immune systems, renewed pandemic fears should have hit those stocks hard. That they didn’t says a lot about what investors are thinking.\n“If you just look at the market action this week, it’s saying the Delta variant is a public-health crisis, but not an economic crisis,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.\nAt some point, the boredom will end, and the market will get more volatile. And the biggest risk might be that investors use the volatility to push the entire stock market higher, notes BTIG’s Julian Emanuel, treating it like one big meme stock.\n“[The] dramatic price action in ‘meme stocks’ both old and new raises the probability that higher volatility could result in an ‘altered reality’ exception,” he writes. “And there is only one previous exception where volatility went up and stocks continued to go up, and up, and up. At least for a while.”\nThat, of course, was in 1999. Let’s hope we avoid the kind of excitement that followed.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800908878,"gmtCreate":1627269274694,"gmtModify":1633766669190,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/800908878","repostId":"1173755938","repostType":4,"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":866475834,"gmtCreate":1632801176628,"gmtModify":1632801176702,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like thx","listText":"Like thx","text":"Like thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866475834","repostId":"1129085736","repostType":4,"repost":{"id":"1129085736","kind":"news","pubTimestamp":1632800151,"share":"https://www.laohu8.com/m/news/1129085736?lang=&edition=full","pubTime":"2021-09-28 11:35","market":"us","language":"en","title":"Why stocks could lose popularity as the market’s ‘presidential election cycle’ enters its second year","url":"https://stock-news.laohu8.com/highlight/detail?id=1129085736","media":"MarketWatch","summary":"Stock returns typically weaken in the second year of a U.S. president’s four-year term.\n\nShould inve","content":"<blockquote>\n <b>Stock returns typically weaken in the second year of a U.S. president’s four-year term.</b>\n</blockquote>\n<p>Should investors be worried that the second year of the “presidential election cycle” is about to begin? Followers of the cycle answer “yes,” since second years of the cycle are the worst, on average, of a U.S. president’s four-year term.</p>\n<p>Since the Dow Jones Industrial Average DJIA, +0.21% was created in 1896, the Dow’s average price-only return in non-second years has been more than nine percentage points higher than in second years.</p>\n<p>This result is not statistically significant, however. There is such wide variability in year-to-year performance that the averages don’t tell us much. In more than half of the presidential election cycle’s second years since the Dow’s creation, the U.S. benchmark index actually rose. Furthermore, as the accompanying chart shows, the Dow has risen in each of the past four second years — up 13.1% on average.</p>\n<p><img src=\"https://static.tigerbbs.com/5fd92bdd871c0bf68559547fe96caf17\" tg-width=\"1400\" tg-height=\"942\" referrerpolicy=\"no-referrer\"></p>\n<p>At a minimum, therefore, we need to dig deeper into the data before basing any investment decisions on supposed second-year presidential-term weakness.</p>\n<p><b>History of the presidential election cycle</b></p>\n<p>The presidential election cycle is based on the unobjectionable notion that presidents and their political parties want to get re-elected. They therefore will swallow any necessary economic medicine early in their terms in order for the economy to be roaring by the time the next presidential election comes around.</p>\n<p>As many have noted before, the historical data are only loosely consistent with this theory. The table below reports the year-by-year averages for the Dow since its creation in 1896 and since 1940. This latter year was chosen on the theory that presidential power grew enormously in the 1930s, thereby increasing a leader’s ability to ignite the economy.</p>\n<p><img src=\"https://static.tigerbbs.com/431b2d2204c7d245f63f4b630476ae1b\" tg-width=\"1242\" tg-height=\"627\" referrerpolicy=\"no-referrer\"></p>\n<p>Though second years are the worst of the cycle, the difference between its average return and that of the other three years is not significant at the 95% confidence level that statisticians often use when determining if a pattern is genuine. In fact, the only year of the four that jumps over this hurdle of statistical significance is the third year.</p>\n<p>These results are based on fiscal years ending on Sep. 30. In focusing on fiscal years, I am following the lead of most presidential election cycle researchers. Had I chosen to focus on calendar years rather than fiscal years, the difference between second years and the other three years of the cycle would have been even less pronounced.</p>\n<p><b>Midterm election and stock prices</b></p>\n<p>This would otherwise be the end of the story, but for another seasonal pattern that researchers have recently documented. It turns out that the six months prior to the midterm election is a particularly weak period for the stock market, while the six months after is particularly strong.</p>\n<p>This pattern was discovered by Kam Fong Chan, a professor of finance at the University of Western Australia, and Terry Marsh, an emeritus finance professor at the University of California, Berkeley, and CEO of Quantal International. Their study on the subject was published this summer in the Quarterly Journal of Economics.</p>\n<p>The researchers attribute the stock market’s pre-midterm weakness to uncertainty about the outcome of those elections. Similarly, post-midterm strength can be traced to the resolution of that uncertainty. Their explanation makes theoretical sense, because the stock market reacts poorly to uncertainty.</p>\n<p>Their theory has empirical support in the seasonal patterns of the Economic Policy Uncertainty index (EPU), which measures politically sourced economic uncertainty. Historically, the EPU has tended to rise significantly in the six months before mid-term elections and then fallen just as much in the six months thereafter.</p>\n<p>To the extent this pre- and post-midterm pattern persists, you wouldn’t look for stock market strength until next spring — halfway through the second year of the presidential election year cycle. In the meantime, the stock market could still exhibit weakness. But if it does, it won’t be because of where we are in the cycle.</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>Why stocks could lose popularity as the market’s ‘presidential election cycle’ enters its second year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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 stocks could lose popularity as the market’s ‘presidential election cycle’ enters its second year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-stocks-could-lose-popularity-as-the-markets-presidential-election-cycle-enters-its-second-year-11632776543?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock returns typically weaken in the second year of a U.S. president’s four-year term.\n\nShould investors be worried that the second year of the “presidential election cycle” is about to begin? ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-stocks-could-lose-popularity-as-the-markets-presidential-election-cycle-enters-its-second-year-11632776543?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":{},"source_url":"https://www.marketwatch.com/story/why-stocks-could-lose-popularity-as-the-markets-presidential-election-cycle-enters-its-second-year-11632776543?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129085736","content_text":"Stock returns typically weaken in the second year of a U.S. president’s four-year term.\n\nShould investors be worried that the second year of the “presidential election cycle” is about to begin? Followers of the cycle answer “yes,” since second years of the cycle are the worst, on average, of a U.S. president’s four-year term.\nSince the Dow Jones Industrial Average DJIA, +0.21% was created in 1896, the Dow’s average price-only return in non-second years has been more than nine percentage points higher than in second years.\nThis result is not statistically significant, however. There is such wide variability in year-to-year performance that the averages don’t tell us much. In more than half of the presidential election cycle’s second years since the Dow’s creation, the U.S. benchmark index actually rose. Furthermore, as the accompanying chart shows, the Dow has risen in each of the past four second years — up 13.1% on average.\n\nAt a minimum, therefore, we need to dig deeper into the data before basing any investment decisions on supposed second-year presidential-term weakness.\nHistory of the presidential election cycle\nThe presidential election cycle is based on the unobjectionable notion that presidents and their political parties want to get re-elected. They therefore will swallow any necessary economic medicine early in their terms in order for the economy to be roaring by the time the next presidential election comes around.\nAs many have noted before, the historical data are only loosely consistent with this theory. The table below reports the year-by-year averages for the Dow since its creation in 1896 and since 1940. This latter year was chosen on the theory that presidential power grew enormously in the 1930s, thereby increasing a leader’s ability to ignite the economy.\n\nThough second years are the worst of the cycle, the difference between its average return and that of the other three years is not significant at the 95% confidence level that statisticians often use when determining if a pattern is genuine. In fact, the only year of the four that jumps over this hurdle of statistical significance is the third year.\nThese results are based on fiscal years ending on Sep. 30. In focusing on fiscal years, I am following the lead of most presidential election cycle researchers. Had I chosen to focus on calendar years rather than fiscal years, the difference between second years and the other three years of the cycle would have been even less pronounced.\nMidterm election and stock prices\nThis would otherwise be the end of the story, but for another seasonal pattern that researchers have recently documented. It turns out that the six months prior to the midterm election is a particularly weak period for the stock market, while the six months after is particularly strong.\nThis pattern was discovered by Kam Fong Chan, a professor of finance at the University of Western Australia, and Terry Marsh, an emeritus finance professor at the University of California, Berkeley, and CEO of Quantal International. Their study on the subject was published this summer in the Quarterly Journal of Economics.\nThe researchers attribute the stock market’s pre-midterm weakness to uncertainty about the outcome of those elections. Similarly, post-midterm strength can be traced to the resolution of that uncertainty. Their explanation makes theoretical sense, because the stock market reacts poorly to uncertainty.\nTheir theory has empirical support in the seasonal patterns of the Economic Policy Uncertainty index (EPU), which measures politically sourced economic uncertainty. Historically, the EPU has tended to rise significantly in the six months before mid-term elections and then fallen just as much in the six months thereafter.\nTo the extent this pre- and post-midterm pattern persists, you wouldn’t look for stock market strength until next spring — halfway through the second year of the presidential election year cycle. In the meantime, the stock market could still exhibit weakness. But if it does, it won’t be because of where we are in the cycle.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812383199,"gmtCreate":1630552923011,"gmtModify":1631892023250,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Alot like and coment&nbsp;pls~","listText":"Alot like and coment&nbsp;pls~","text":"Alot like and coment pls~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/812383199","repostId":"1105808841","repostType":4,"repost":{"id":"1105808841","kind":"news","pubTimestamp":1630547089,"share":"https://www.laohu8.com/m/news/1105808841?lang=&edition=full","pubTime":"2021-09-02 09:44","market":"hk","language":"en","title":"Hong Kong: Shares extend gains at open","url":"https://stock-news.laohu8.com/highlight/detail?id=1105808841","media":"AFP","summary":"[HONG KONG] Hong Kong stocks began with another advance on Thursday morning as investors bide their ","content":"<p>[HONG KONG] Hong Kong stocks began with another advance on Thursday morning as investors bide their time ahead of the release of key US jobs data at the end of the week.</p>\n<p>The Hang Seng Index rose 0.67 per cent or 175.23 points to 26,203.52.</p>\n<p>The Shanghai Composite dipped 0.20 per cent or 7.20 points to 3,559.90, while the Shenzhen Composite Index on China's second exchange fell 0.22 per cent or 5.32 points to 2,412.57.</p>","source":"lsy1605843958005","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>Hong Kong: Shares extend gains at open</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\">\nHong Kong: Shares extend gains at open\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 09:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/hong-kong-shares-extend-gains-at-open-3><strong>AFP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[HONG KONG] Hong Kong stocks began with another advance on Thursday morning as investors bide their time ahead of the release of key US jobs data at the end of the week.\nThe Hang Seng Index rose 0.67 ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/hong-kong-shares-extend-gains-at-open-3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://www.businesstimes.com.sg/stocks/hong-kong-shares-extend-gains-at-open-3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105808841","content_text":"[HONG KONG] Hong Kong stocks began with another advance on Thursday morning as investors bide their time ahead of the release of key US jobs data at the end of the week.\nThe Hang Seng Index rose 0.67 per cent or 175.23 points to 26,203.52.\nThe Shanghai Composite dipped 0.20 per cent or 7.20 points to 3,559.90, while the Shenzhen Composite Index on China's second exchange fell 0.22 per cent or 5.32 points to 2,412.57.","news_type":1,"symbols_score_info":{"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804500703,"gmtCreate":1627961694002,"gmtModify":1633754834818,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/804500703","repostId":"1146521644","repostType":4,"repost":{"id":"1146521644","kind":"news","pubTimestamp":1627961184,"share":"https://www.laohu8.com/m/news/1146521644?lang=&edition=full","pubTime":"2021-08-03 11:26","market":"us","language":"en","title":"These 2 Stocks Could Foretell the Market's Moves on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1146521644","media":"The Motley Fool","summary":"After-hours earnings reports showed a clear trend.\nThe stock market was volatile on Monday, initiall","content":"<p><b>After-hours earnings reports showed a clear trend.</b></p>\n<p>The stock market was volatile on Monday, initially pushing higher but giving up ground over the course of the day. By the close, the&nbsp;<b>Dow Jones Industrial Average</b>&nbsp;(DJINDICES: ^DJI) and&nbsp;<b>S&amp;P 500</b>&nbsp;(SNPINDEX: ^GSPC) were down for the day, while the&nbsp;<b>Nasdaq Composite</b>&nbsp;(NASDAQINDEX: ^IXIC) just barely managed to cling onto a tiny gain.</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Index</b></p></th>\n   <th><p><b>Percentage Change</b></p></th>\n   <th><p><b>Point Change</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Dow</p></td>\n   <td><p>(0.28%)</p></td>\n   <td><p>(97)</p></td>\n  </tr>\n  <tr>\n   <td><p>S&amp;P 500</p></td>\n   <td><p>(0.18%)</p></td>\n   <td><p>(8)</p></td>\n  </tr>\n  <tr>\n   <td><p>Nasdaq Composite</p></td>\n   <td><p>+0.06%</p></td>\n   <td><p>+8</p></td>\n  </tr>\n </tbody>\n</table>\n<p>DATA SOURCE: YAHOO! FINANCE.</p>\n<p>Earnings season has revealed a lot about what companies expect in the second half of 2021, and many stocks have made disappointing moves even after companies give out better results than most had expected. Monday afternoon, it was&nbsp;<b><a href=\"https://laohu8.com/S/ANET\">Arista Networks</a> </b>and&nbsp;<b><a href=\"https://laohu8.com/S/TTWO\">Take-Two</a> </b>that were on display, and like some of their peers, both stocks moved lower following their financial releases. Below, we'll take a closer look at their reports to see why their declines could send the market lower Tuesday.</p>\n<h3><b>Arista sees financials bounce back</b></h3>\n<p>Shares of Arista Networks fell almost 1% in the regular session on Monday, and then added a further decline of more than 1% after hours. Investors reacted slightly negatively to thetech company's second-quarter financial report.</p>\n<p>By all indications, Arista did a good job bouncing back from last year's challenges in the second quarter of 2021. Revenue came in up 31% year over year, and adjusted net income rose nearly 30%. Adjusted earnings of $2.72 per share were better than most investors had looked to see from Arista.</p>\n<p><img src=\"https://static.tigerbbs.com/655040c26edca827e17bb1fe30ca503a\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">IMAGE SOURCE: GETTY IMAGES.</p>\n<p>Moreover, Arista's business met some key milestones. The company reached the 50 million mark in selling cloud network ports, and it launched a new ultra-low latency switch to help speed up transactions for financial-services applications. Moreover, Arista kept moving forward with its campus networks business.</p>\n<p>Yet investors seemed nonplussed by Arista's guidance for the third quarter, which projected revenue of between $725 million and $745 million. That would represent just 4% sequential growth, which might have some shareholders worried that thebig tailwinds Arista has gotten from digital transformation effortsmight finally be starting to slow.</p>\n<h3><b>Is Take-Two losing the game?</b></h3>\n<p>Meanwhile, shares of Take-Two Interactive Software dropped more than 3% after hours after a tiny decline in the regular session. Shareholders weren't pleased at some of the trends in the video game specialist's fiscal first-quarter financial report.</p>\n<p>Some of the numbers from Take-Two certainly did look disappointing. Revenue was down 2% from year-ago levels, with the company continuing to get top sales contributions from the latest installments in its&nbsp;<i>NBA 2K</i>&nbsp;and&nbsp;<i>Grand Theft Auto</i>&nbsp;franchises. However, Take-Two's bottom line strengthened, with net income climbing 72% year over year and earnings coming in at $1.30 per share.</p>\n<p>Investors didn't like comments from CEO Strauss Zelnick, which included news on some game delays. The executive said that two of its core titles will see their releases shifted until later in the current fiscal year than it had previously expected. That will force investors to wait potentially until fiscal 2023 to start seeing sequential growth and new record operating results.</p>\n<p>Take-Two routinely goes through longer-term cycles like this, corresponding largely to when hit game releases occur.&nbsp;Strategic moves could bolster the video game company's longer-term growth, but investors need to be prepared for short-term headwinds to continue in the near future. That's true not just with Take-Two but also with enough of the broader market to weigh on stocks generally.</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>These 2 Stocks Could Foretell the Market's Moves on Tuesday</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\">\nThese 2 Stocks Could Foretell the Market's Moves on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 11:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/02/these-2-stocks-could-foretell-the-markets-moves-on/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-hours earnings reports showed a clear trend.\nThe stock market was volatile on Monday, initially pushing higher but giving up ground over the course of the day. By the close, the Dow Jones ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/02/these-2-stocks-could-foretell-the-markets-moves-on/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","TTWO":"Take-Two Interactive Software","ANET":"Arista Networks, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.fool.com/investing/2021/08/02/these-2-stocks-could-foretell-the-markets-moves-on/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146521644","content_text":"After-hours earnings reports showed a clear trend.\nThe stock market was volatile on Monday, initially pushing higher but giving up ground over the course of the day. By the close, the Dow Jones Industrial Average (DJINDICES: ^DJI) and S&P 500 (SNPINDEX: ^GSPC) were down for the day, while the Nasdaq Composite (NASDAQINDEX: ^IXIC) just barely managed to cling onto a tiny gain.\n\n\n\nIndex\nPercentage Change\nPoint Change\n\n\n\n\nDow\n(0.28%)\n(97)\n\n\nS&P 500\n(0.18%)\n(8)\n\n\nNasdaq Composite\n+0.06%\n+8\n\n\n\nDATA SOURCE: YAHOO! FINANCE.\nEarnings season has revealed a lot about what companies expect in the second half of 2021, and many stocks have made disappointing moves even after companies give out better results than most had expected. Monday afternoon, it was Arista Networks and Take-Two that were on display, and like some of their peers, both stocks moved lower following their financial releases. Below, we'll take a closer look at their reports to see why their declines could send the market lower Tuesday.\nArista sees financials bounce back\nShares of Arista Networks fell almost 1% in the regular session on Monday, and then added a further decline of more than 1% after hours. Investors reacted slightly negatively to thetech company's second-quarter financial report.\nBy all indications, Arista did a good job bouncing back from last year's challenges in the second quarter of 2021. Revenue came in up 31% year over year, and adjusted net income rose nearly 30%. Adjusted earnings of $2.72 per share were better than most investors had looked to see from Arista.\nIMAGE SOURCE: GETTY IMAGES.\nMoreover, Arista's business met some key milestones. The company reached the 50 million mark in selling cloud network ports, and it launched a new ultra-low latency switch to help speed up transactions for financial-services applications. Moreover, Arista kept moving forward with its campus networks business.\nYet investors seemed nonplussed by Arista's guidance for the third quarter, which projected revenue of between $725 million and $745 million. That would represent just 4% sequential growth, which might have some shareholders worried that thebig tailwinds Arista has gotten from digital transformation effortsmight finally be starting to slow.\nIs Take-Two losing the game?\nMeanwhile, shares of Take-Two Interactive Software dropped more than 3% after hours after a tiny decline in the regular session. Shareholders weren't pleased at some of the trends in the video game specialist's fiscal first-quarter financial report.\nSome of the numbers from Take-Two certainly did look disappointing. Revenue was down 2% from year-ago levels, with the company continuing to get top sales contributions from the latest installments in its NBA 2K and Grand Theft Auto franchises. However, Take-Two's bottom line strengthened, with net income climbing 72% year over year and earnings coming in at $1.30 per share.\nInvestors didn't like comments from CEO Strauss Zelnick, which included news on some game delays. The executive said that two of its core titles will see their releases shifted until later in the current fiscal year than it had previously expected. That will force investors to wait potentially until fiscal 2023 to start seeing sequential growth and new record operating results.\nTake-Two routinely goes through longer-term cycles like this, corresponding largely to when hit game releases occur. Strategic moves could bolster the video game company's longer-term growth, but investors need to be prepared for short-term headwinds to continue in the near future. That's true not just with Take-Two but also with enough of the broader market to weigh on stocks generally.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"ANET":0.9,"TTWO":0.9}},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803269169,"gmtCreate":1627441973251,"gmtModify":1633764937032,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/803269169","repostId":"2154991792","repostType":4,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162495768,"gmtCreate":1624070449154,"gmtModify":1634011110396,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"More more like","listText":"More more like","text":"More more like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/162495768","repostId":"1161408410","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816382530,"gmtCreate":1630467537720,"gmtModify":1631892023275,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816382530","repostId":"1189512968","repostType":4,"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802402857,"gmtCreate":1627792525579,"gmtModify":1633756319918,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/802402857","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134536068,"gmtCreate":1622247660354,"gmtModify":1634182535021,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/134536068","repostId":"1170854386","repostType":4,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":873293484,"gmtCreate":1636944016606,"gmtModify":1636944016733,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873293484","repostId":"1136863491","repostType":4,"isVote":1,"tweetType":1,"viewCount":1801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848509988,"gmtCreate":1636008249855,"gmtModify":1636008250077,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/848509988","repostId":"1185162858","repostType":4,"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858071348,"gmtCreate":1634957243795,"gmtModify":1634957244045,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/858071348","repostId":"1177255738","repostType":4,"repost":{"id":"1177255738","kind":"news","pubTimestamp":1634953820,"share":"https://www.laohu8.com/m/news/1177255738?lang=&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>\n <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>\n <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p>\n<p><b>Article Thesis</b></p>\n<p>Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p>\n<p><b>Palantir &amp; US Army Contract</b></p>\n<p>In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p>\n<p>For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p>\n<p>Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p>\n<p>The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p>\n<p>Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p>\n<p>This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p>\n<p>The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p>\n<p>Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p>\n<p><b>PLTR Stock Forecast</b></p>\n<p>Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p>\n<p>Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p>\n<p>One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p>\n<p><b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p>\n<p>Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p>\n<p>Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p>\n<p>Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p>\n<p><b>Is This an Income Stream Which Induces Fear?</b></p>\n<p><img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p>\n<p>The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</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>Palantir Stock Price Prediction: Outlook After U.S. Army Selection</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\">\nPalantir Stock Price Prediction: Outlook After U.S. Army Selection\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-23 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4461220-palantir-stock-price-prediction><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867841786,"gmtCreate":1633241635577,"gmtModify":1633241635849,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867841786","repostId":"2172643049","repostType":4,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148670688,"gmtCreate":1625974577244,"gmtModify":1633931194031,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148670688","repostId":"1112201050","repostType":4,"repost":{"id":"1112201050","kind":"news","pubTimestamp":1625966101,"share":"https://www.laohu8.com/m/news/1112201050?lang=&edition=full","pubTime":"2021-07-11 09:15","market":"us","language":"en","title":"The Meme Stock Trade Is Far From Over. What Investors Need to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1112201050","media":"Barrons","summary":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the de","content":"<p>It seemed to be only a matter of time.</p>\n<p>When GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?</p>\n<p>It has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like&nbsp;Clover Health Investments(CLOV) and&nbsp;Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.</p>\n<p>The collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.</p>\n<p>That is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.</p>\n<p>While trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in&nbsp;AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than&nbsp;Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.</p>\n<p>Even as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.</p>\n<p>A sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.</p>\n<p><img src=\"https://static.tigerbbs.com/25a79e71371c165f9a3a5085931fc487\" tg-width=\"979\" tg-height=\"649\"></p>\n<p>“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to&nbsp;Barron’s.</p>\n<p>The meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.</p>\n<p>Meme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent&nbsp;Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/167386c6881a258922ad62caaf7a05f4\" tg-width=\"971\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8e29e3041b91070252ab9063d1a11fa2\" tg-width=\"975\" tg-height=\"642\"><img src=\"https://static.tigerbbs.com/f9cc1c0bd6368721c0eca87e25719f16\" tg-width=\"964\" tg-height=\"641\"></p>\n<p>The most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.</p>\n<p>Under pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.</p>\n<p>These new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”</p>\n<p>To be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.</p>\n<p>But ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.</p>\n<p>“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.</p>\n<p>“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.</p>\n<p>Sosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.</p>\n<p>Indeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.</p>\n<p>But Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.</p>\n<p><img src=\"https://static.tigerbbs.com/710e642d3b685b74f8c9dcaf46ef3e0b\" tg-width=\"968\" tg-height=\"643\"></p>\n<p>“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”</p>\n<p>The swings you get can definitely make you feel some sort of way.</p>\n<p>— Matt Kohrs, 26, who streams stock analysis daily on YouTube</p>\n<p>It is now changing the lives of those who got in early and are still riding the names higher.</p>\n<p>Take Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming&nbsp;stock analysis on YouTube&nbsp;for seven hours a day.</p>\n<p>With 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.</p>\n<p>“The swings you get can definitely make you feel some sort of way,” he says.</p>\n<p>Companies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.</p>\n<p>AMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.</p>\n<p>Forget the boardroom. Corporate policy is now being determined in the chat room.</p>\n<p>Big investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.</p>\n<p>In the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.</p>\n<p>There can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.</p>\n<p>For now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.</p>\n<p>For retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.</p>\n<p>New investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.</p>\n<p>“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”</p>\n<p>Claire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”</p>\n<p>Just like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.</p>\n<p>The new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.</p>\n<p>The group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d79c78a14cc8f297e17397cc54bdb5\" tg-width=\"1260\" tg-height=\"840\"><span>Keith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.</span></p>\n<p>Many short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.</p>\n<p>As the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”</p>\n<p>To beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath &amp; Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.</p>\n<p>Distrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.</p>\n<p>Travis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.</p>\n<p>“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from&nbsp;Barron’s&nbsp;for comment.</p>\n<p>“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.</p>\n<p>The Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.</p>\n<p>Regulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”</p>\n<p>Traditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.</p>\n<p>In one form or another, this is the future client base of Wall Street.</p>\n<p>Arizona State University professor Hendrik Bessembinder published groundbreaking&nbsp;research&nbsp;in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.</p>\n<p>Even so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”</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>The Meme Stock Trade Is Far From Over. What Investors Need to Know.</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\">\nThe Meme Stock Trade Is Far From Over. What Investors Need to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 09:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓","WKHS":"Workhorse Group, Inc.","AMC":"AMC院线","BBBY":"3B家居","SCHW":"嘉信理财","CLOV":"Clover Health Corp","NEGG":"Newegg Comm Inc.","MRIN":"Marin Software Inc.","GME":"游戏驿站","CARV":"卡弗储蓄"},"source_url":"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112201050","content_text":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?\nIt has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like Clover Health Investments(CLOV) and Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.\nThe collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.\nThat is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.\nWhile trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.\nEven as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.\nA sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.\n\n“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to Barron’s.\nThe meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.\nMeme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.\n\nThe most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.\nUnder pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.\nThese new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”\nTo be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.\nBut ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.\n“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.\n“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.\nSosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.\nIndeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.\nBut Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.\n\n“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”\nThe swings you get can definitely make you feel some sort of way.\n— Matt Kohrs, 26, who streams stock analysis daily on YouTube\nIt is now changing the lives of those who got in early and are still riding the names higher.\nTake Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming stock analysis on YouTube for seven hours a day.\nWith 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.\n“The swings you get can definitely make you feel some sort of way,” he says.\nCompanies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.\nAMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.\nForget the boardroom. Corporate policy is now being determined in the chat room.\nBig investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.\nIn the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.\nThere can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.\nFor now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.\nFor retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.\nNew investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.\n“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”\nClaire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”\nJust like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.\nThe new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.\nThe group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.\nKeith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.\nMany short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.\nAs the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”\nTo beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath & Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.\nDistrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.\nTravis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.\n“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from Barron’s for comment.\n“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.\nThe Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.\nRegulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”\nTraditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.\nIn one form or another, this is the future client base of Wall Street.\nArizona State University professor Hendrik Bessembinder published groundbreaking research in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.\nEven so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”","news_type":1,"symbols_score_info":{"AMC":0.9,"BB":0.9,"BBBY":0.9,"CARV":0.9,"CLOV":0.9,"GME":0.9,"MRIN":0.9,"NEGG":0.9,"SCHW":0.9,"WKHS":0.9}},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191691214,"gmtCreate":1620873114338,"gmtModify":1634195690115,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/191691214","repostId":"2135584610","repostType":4,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":845924474,"gmtCreate":1636268582525,"gmtModify":1636268582755,"author":{"id":"3582770069606941","authorId":"3582770069606941","name":"terryvstitch","avatar":"https://static.tigerbbs.com/7a0184a6e9d86edb86f52e47b7268432","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582770069606941","authorIdStr":"3582770069606941"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/845924474","repostId":"2181742244","repostType":4,"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}