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Cathie Wood says stocks have corrected into 'deep value territory' and won't let benchmarks 'hold our strategies hostage'
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2021-12-20
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Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week
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2021-12-19
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Here's Why I Think America's Car-Mart Is An Interesting Stock
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PayPal's Recent Price Decline Will Eventually Happen To Nearly All Overvalued Technology Stocks
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2021-12-13
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Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week
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2021-12-12
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06:50","market":"us","language":"en","title":"Cathie Wood says stocks have corrected into 'deep value territory' and won't let benchmarks 'hold our strategies hostage'","url":"https://stock-news.laohu8.com/highlight/detail?id=2192708619","media":"MarketWatch","summary":"ARK Invest founder Cathie Wood offered the latest defense of the once-highflying, disruptive innovat","content":"<p>ARK Invest founder Cathie Wood offered the latest defense of the once-highflying, disruptive innovation strategies that had made her suite of exchange-traded funds among the most popular, and best-performing, on Wall Street in 2020.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e17c2568a6dc81e7e3573ede78dcfb0\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Patrick T. Fallon/AFP/Getty Images</span></p>\n<p>In a Friday evening blog post, Wood said that despite a brutal stretch that has compelled the operators of the ARK Invest ETFs, including the flagship Ark Innovation fund, to do some soul-searching, the fund manager is sticking to her game plan.</p>\n<blockquote>\n “‘With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years.’”\n</blockquote>\n<p>“We won’t let benchmarks and tracking errors hold our strategies hostage to the existing world order,” Wood wrote. She described the success of the ARK ETFs as one not solely bolstered by fervor for “stay at home” investment opportunities, amid the COVID pandemic, but rooted in identifying paradigm-shifting innovation, from blockchain and bitcoin to electric vehicles.</p>\n<p>“Critical to investment success will be moving to the right side of change, avoiding industries and companies caught in the crosshairs of ‘creative destruction’ and embracing those on the leading edge of ‘disruptive innovation,'” Wood wrote.</p>\n<p>On Friday, ARK Innovation ended the session up nearly 6% and produced its second straight sharp weekly gain, up 1.1%, following a 1.8% advance in the prior week. The advance for ARK Innovation still leaves the actively managed fund down nearly 22% in the year to date, as the broader S&P 500,the Dow Jones Industrial Average and the technology Nasdaq Composite Index have faced whipsawing volatility derived primarily from concerns about more transmissible strains of COVID, surging inflation and global monetary policy’s reaction to those pricing pressures. Year-to-date the S&P 500 index is up 864.57 points or 23.02%.</p>\n<p>ARK’s seven ETFs returned an average of 141% in 2020, on the back of gains from companies such as <b>Tesla Inc.</b>,and <b>Teladoc Health Inc</b>., making Wood the toast of Wall Street. But those funds, focused primarily on companies that aren’t yet profitable, have been limping lower since hitting a peak back in February, and their woeful performance has raised questions about the prospects for the ETFs in the months and years to come.</p>\n<p>Wood urged investors to maintain their support of the ARK complex and said that maintaining a long-term, five-year time horizon would be the best way to judge the fund manager’s true performance.</p>\n<p>“With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years,” the ARK CEO wrote.</p>\n<p>“In other words, if our research is correct—and I believe that our research on innovation is the best in the financial world—then our strategies will triple to quintuple in value over the next five years,” Wood added.</p>\n<p>The ARK founder also made the case that the Nasdaq and S&P 500 could be the bigger disappointment to return-eager investors in the longer-term because they are more overvalued than the disruptive investments that comprise her funds.</p>\n<p>“Unlike many innovation-related stocks, equity benchmarks are selling at record high prices and near record high valuations, 26x for the S&P 500 and 127x for the Nasdaq on a trailing twelve-month basis,” Wood wrote.</p>\n<p>She said that the “five major innovation platforms which involve 14 technologies are likely to transform the existing world order and that so-called tried and true investment strategies “will disappoint during the next five to ten years as DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology scale and converge.”</p>\n<p>Wood also made the case that the so-called wall of worry, with inflation fears representing perhaps the biggest concern, provided an ideal backdrop for further advances in innovation stocks in the longer run because the dot-com markets of the late-1990s weren’t properly buffeted by investor concerns. The thinking is that “walls of worry” tend to limit market euphoria.</p>\n<p>“In our view, the wall of worry built on the back of high multiple stocks bodes well for equities in the innovation space,” she wrote. “No wall of worry existed or tested the equity market in 1999. This time around, the wall of worry has scaled to enormous heights,” Wood said.</p>\n<p>On the macroeconomic front, Wood said that deflation, rather than inflation, could be a bigger problem for markets in the coming months.</p>\n<p>“That said, my conviction is growing that the bigger surprise to the markets will be price deflation – both cyclical and secular – and that, after collapsing this year, higher multiple stocks could turn around dramatically during the next year,” she wrote.</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>Cathie Wood says stocks have corrected into 'deep value territory' and won't let benchmarks 'hold our strategies hostage'</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\">\nCathie Wood says stocks have corrected into 'deep value territory' and won't let benchmarks 'hold our strategies hostage'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 06:50 GMT+8 <a href=https://www.marketwatch.com/story/cathie-wood-says-stocks-have-corrected-into-deep-value-territory-and-wont-let-benchmarks-hold-our-strategies-hostage-11639795224?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK Invest founder Cathie Wood offered the latest defense of the once-highflying, disruptive innovation strategies that had made her suite of exchange-traded funds among the most popular, and best-...</p>\n\n<a href=\"https://www.marketwatch.com/story/cathie-wood-says-stocks-have-corrected-into-deep-value-territory-and-wont-let-benchmarks-hold-our-strategies-hostage-11639795224?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":{".IXIC":"NASDAQ Composite","TDOC":"Teladoc Health Inc.","ARKK":"ARK Innovation ETF","TSLA":"特斯拉",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/cathie-wood-says-stocks-have-corrected-into-deep-value-territory-and-wont-let-benchmarks-hold-our-strategies-hostage-11639795224?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192708619","content_text":"ARK Invest founder Cathie Wood offered the latest defense of the once-highflying, disruptive innovation strategies that had made her suite of exchange-traded funds among the most popular, and best-performing, on Wall Street in 2020.\nPatrick T. Fallon/AFP/Getty Images\nIn a Friday evening blog post, Wood said that despite a brutal stretch that has compelled the operators of the ARK Invest ETFs, including the flagship Ark Innovation fund, to do some soul-searching, the fund manager is sticking to her game plan.\n\n “‘With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years.’”\n\n“We won’t let benchmarks and tracking errors hold our strategies hostage to the existing world order,” Wood wrote. She described the success of the ARK ETFs as one not solely bolstered by fervor for “stay at home” investment opportunities, amid the COVID pandemic, but rooted in identifying paradigm-shifting innovation, from blockchain and bitcoin to electric vehicles.\n“Critical to investment success will be moving to the right side of change, avoiding industries and companies caught in the crosshairs of ‘creative destruction’ and embracing those on the leading edge of ‘disruptive innovation,'” Wood wrote.\nOn Friday, ARK Innovation ended the session up nearly 6% and produced its second straight sharp weekly gain, up 1.1%, following a 1.8% advance in the prior week. The advance for ARK Innovation still leaves the actively managed fund down nearly 22% in the year to date, as the broader S&P 500,the Dow Jones Industrial Average and the technology Nasdaq Composite Index have faced whipsawing volatility derived primarily from concerns about more transmissible strains of COVID, surging inflation and global monetary policy’s reaction to those pricing pressures. Year-to-date the S&P 500 index is up 864.57 points or 23.02%.\nARK’s seven ETFs returned an average of 141% in 2020, on the back of gains from companies such as Tesla Inc.,and Teladoc Health Inc., making Wood the toast of Wall Street. But those funds, focused primarily on companies that aren’t yet profitable, have been limping lower since hitting a peak back in February, and their woeful performance has raised questions about the prospects for the ETFs in the months and years to come.\nWood urged investors to maintain their support of the ARK complex and said that maintaining a long-term, five-year time horizon would be the best way to judge the fund manager’s true performance.\n“With a five-year investment time horizon, our forecasts for these platforms suggest that our strategies today could deliver a 30-40% compound annual rate of return during the next five years,” the ARK CEO wrote.\n“In other words, if our research is correct—and I believe that our research on innovation is the best in the financial world—then our strategies will triple to quintuple in value over the next five years,” Wood added.\nThe ARK founder also made the case that the Nasdaq and S&P 500 could be the bigger disappointment to return-eager investors in the longer-term because they are more overvalued than the disruptive investments that comprise her funds.\n“Unlike many innovation-related stocks, equity benchmarks are selling at record high prices and near record high valuations, 26x for the S&P 500 and 127x for the Nasdaq on a trailing twelve-month basis,” Wood wrote.\nShe said that the “five major innovation platforms which involve 14 technologies are likely to transform the existing world order and that so-called tried and true investment strategies “will disappoint during the next five to ten years as DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology scale and converge.”\nWood also made the case that the so-called wall of worry, with inflation fears representing perhaps the biggest concern, provided an ideal backdrop for further advances in innovation stocks in the longer run because the dot-com markets of the late-1990s weren’t properly buffeted by investor concerns. The thinking is that “walls of worry” tend to limit market euphoria.\n“In our view, the wall of worry built on the back of high multiple stocks bodes well for equities in the innovation space,” she wrote. “No wall of worry existed or tested the equity market in 1999. This time around, the wall of worry has scaled to enormous heights,” Wood said.\nOn the macroeconomic front, Wood said that deflation, rather than inflation, could be a bigger problem for markets in the coming months.\n“That said, my conviction is growing that the bigger surprise to the markets will be price deflation – both cyclical and secular – and that, after collapsing this year, higher multiple stocks could turn around dramatically during the next year,” she wrote.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"ARKIU":0.9,"ARKK":0.9,"TDOC":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693047682,"gmtCreate":1639954906882,"gmtModify":1639954907045,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693047682","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohu8.com/m/news/1130704419?lang=&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p>\n<p>It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p>\n<p>On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p>\n<p>Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p>\n<p><b>Monday 12/20</b></p>\n<p>Micron Technology and Nike report quarterly results.</p>\n<p><b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p>\n<p><b>Tuesday 12/21</b></p>\n<p>BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p>\n<p><b>Wednesday 12/22</b></p>\n<p><b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p>\n<p>CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p>\n<p><b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p>\n<p><b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p>\n<p><b>Thursday 12/23</b></p>\n<p><b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p>\n<p><b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p>\n<p><b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p>\n<p><b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p>\n<p><b>Friday 12/24</b></p>\n<p><b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</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>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week</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\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 06:39 GMT+8 <a href=https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PAYX":"沛齐",".IXIC":"NASDAQ Composite","GIS":"通用磨坊","KMX":"车美仕",".SPX":"S&P 500 Index","MU":"美光科技","CTAS":"信达思",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"CTAS":0.9,"GIS":0.9,"KMX":0.9,"MU":0.9,"PAYX":0.9}},"isVote":1,"tweetType":1,"viewCount":1672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693016978,"gmtCreate":1639926652673,"gmtModify":1639926652825,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693016978","repostId":"2192099879","repostType":4,"repost":{"id":"2192099879","kind":"news","pubTimestamp":1639913867,"share":"https://www.laohu8.com/m/news/2192099879?lang=&edition=full","pubTime":"2021-12-19 19:37","market":"us","language":"en","title":"Here's Why I Think America's Car-Mart Is An Interesting Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2192099879","media":"Simply Wall St.","summary":"It's only natural that many investors, especially those who are new to the game, prefer to buy share","content":"<p>It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks with a good story, even if those businesses lose money. But as Peter Lynch said in <i>One Up On Wall Street</i>, 'Long shots almost never pay off.'</p>\n<p>In the age of tech-stock blue-sky investing, my choice may seem old fashioned; I still prefer profitable companies like <a href=\"https://laohu8.com/S/CRMT\"><b>America's Car-Mart</b> </a>. Now, I'm not saying that the stock is necessarily undervalued today; but I can't shake an appreciation for the profitability of the business itself. Conversely, a loss-making company is yet to prove itself with profit, and eventually the sweet milk of external capital may run sour.</p>\n<p> View our latest analysis for America's Car-Mart </p>\n<h3>How Fast Is America's Car-Mart Growing?</h3>\n<p>If you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS). Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. Who among us would not applaud America's Car-Mart's stratospheric annual EPS growth of 38%, compound, over the last three years? While that sort of growth rate isn't sustainable for long, it certainly catches my attention; like a crow with a sparkly stone.</p>\n<p>One way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing. I note that America's Car-Mart's revenue <i>from operations</i> was lower than its revenue in the last twelve months, so that could distort my analysis of its margins. America's Car-Mart shareholders can take confidence from the fact that EBIT margins are up from 11% to 14%, and revenue is growing. Ticking those two boxes is a good sign of growth, in my book.</p>\n<p>In the chart below, you can see how the company has grown earnings, and revenue, over time. Click on the chart to see the exact numbers.</p>\n<p><img src=\"https://static.tigerbbs.com/36e529cf4eac6eb2614a02c51e2dbb1d\" tg-width=\"821\" tg-height=\"560\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">NasdaqGS:CRMT Earnings and Revenue History December 19th 2021</p>\n<p>Of course the knack is to find stocks that have their best days in the future, not in the past. You could base your opinion on past performance, of course, but you may also want to check this interactive graph of professional analyst EPS forecasts for America's Car-Mart.</p>\n<h3>Are America's Car-Mart Insiders Aligned With All Shareholders?</h3>\n<p>It makes me feel more secure owning shares in a company if insiders also own shares, thusly more closely aligning our interests. As a result, I'm encouraged by the fact that insiders own America's Car-Mart shares worth a considerable sum. To be specific, they have US$48m worth of shares. That's a lot of money, and no small incentive to work hard. That amounts to 6.9% of the company, demonstrating a degree of high-level alignment with shareholders.</p>\n<p>It's good to see that insiders are invested in the company, but are remuneration levels reasonable? A brief analysis of the CEO compensation suggests they are. I discovered that the median total compensation for the CEOs of companies like America's Car-Mart with market caps between US$400m and US$1.6b is about US$2.3m.</p>\n<p>The America's Car-Mart CEO received total compensation of just US$798k in the year to . That looks like modest pay to me, and may hint at a certain respect for the interests of shareholders. While the level of CEO compensation isn't a huge factor in my view of the company, modest remuneration is a positive, because it suggests that the board keeps shareholder interests in mind. It can also be a sign of a culture of integrity, in a broader sense.</p>\n<h3>Does America's Car-Mart Deserve A Spot On Your Watchlist?</h3>\n<p>America's Car-Mart's earnings per share growth have been levitating higher, like a mountain goat scaling the Alps. The cherry on top is that insiders own a bucket-load of shares, and the CEO pay seems really quite reasonable. The sharp increase in earnings could signal good business momentum. America's Car-Mart certainly ticks a few of my boxes, so I think it's probably well worth further consideration. Still, you should learn about the <b> 3 warning signs </b> we've spotted with America's Car-Mart .</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>Here's Why I Think America's Car-Mart Is An Interesting Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why I Think America's Car-Mart Is An Interesting Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 19:37 GMT+8 <a href=https://finance.yahoo.com/news/heres-why-think-americas-car-113747654.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks with a good story, even if those businesses lose money. But as Peter Lynch said ...</p>\n\n<a href=\"https://finance.yahoo.com/news/heres-why-think-americas-car-113747654.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/89decb9fb3dca0faf07d461f9c9f4915","relate_stocks":{"CRMT":"美国汽车行"},"source_url":"https://finance.yahoo.com/news/heres-why-think-americas-car-113747654.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2192099879","content_text":"It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks with a good story, even if those businesses lose money. But as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.'\nIn the age of tech-stock blue-sky investing, my choice may seem old fashioned; I still prefer profitable companies like America's Car-Mart . Now, I'm not saying that the stock is necessarily undervalued today; but I can't shake an appreciation for the profitability of the business itself. Conversely, a loss-making company is yet to prove itself with profit, and eventually the sweet milk of external capital may run sour.\n View our latest analysis for America's Car-Mart \nHow Fast Is America's Car-Mart Growing?\nIf you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS). Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. Who among us would not applaud America's Car-Mart's stratospheric annual EPS growth of 38%, compound, over the last three years? While that sort of growth rate isn't sustainable for long, it certainly catches my attention; like a crow with a sparkly stone.\nOne way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing. I note that America's Car-Mart's revenue from operations was lower than its revenue in the last twelve months, so that could distort my analysis of its margins. America's Car-Mart shareholders can take confidence from the fact that EBIT margins are up from 11% to 14%, and revenue is growing. Ticking those two boxes is a good sign of growth, in my book.\nIn the chart below, you can see how the company has grown earnings, and revenue, over time. Click on the chart to see the exact numbers.\nNasdaqGS:CRMT Earnings and Revenue History December 19th 2021\nOf course the knack is to find stocks that have their best days in the future, not in the past. You could base your opinion on past performance, of course, but you may also want to check this interactive graph of professional analyst EPS forecasts for America's Car-Mart.\nAre America's Car-Mart Insiders Aligned With All Shareholders?\nIt makes me feel more secure owning shares in a company if insiders also own shares, thusly more closely aligning our interests. As a result, I'm encouraged by the fact that insiders own America's Car-Mart shares worth a considerable sum. To be specific, they have US$48m worth of shares. That's a lot of money, and no small incentive to work hard. That amounts to 6.9% of the company, demonstrating a degree of high-level alignment with shareholders.\nIt's good to see that insiders are invested in the company, but are remuneration levels reasonable? A brief analysis of the CEO compensation suggests they are. I discovered that the median total compensation for the CEOs of companies like America's Car-Mart with market caps between US$400m and US$1.6b is about US$2.3m.\nThe America's Car-Mart CEO received total compensation of just US$798k in the year to . That looks like modest pay to me, and may hint at a certain respect for the interests of shareholders. While the level of CEO compensation isn't a huge factor in my view of the company, modest remuneration is a positive, because it suggests that the board keeps shareholder interests in mind. It can also be a sign of a culture of integrity, in a broader sense.\nDoes America's Car-Mart Deserve A Spot On Your Watchlist?\nAmerica's Car-Mart's earnings per share growth have been levitating higher, like a mountain goat scaling the Alps. The cherry on top is that insiders own a bucket-load of shares, and the CEO pay seems really quite reasonable. The sharp increase in earnings could signal good business momentum. America's Car-Mart certainly ticks a few of my boxes, so I think it's probably well worth further consideration. Still, you should learn about the 3 warning signs we've spotted with America's Car-Mart .","news_type":1,"symbols_score_info":{"CRMT":0.9}},"isVote":1,"tweetType":1,"viewCount":1516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699861898,"gmtCreate":1639781935110,"gmtModify":1639781935306,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699861898","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":1854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690556348,"gmtCreate":1639696603986,"gmtModify":1639696604320,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690556348","repostId":"2192920942","repostType":4,"isVote":1,"tweetType":1,"viewCount":1813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690558785,"gmtCreate":1639696594826,"gmtModify":1639696594993,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690558785","repostId":"2192920942","repostType":4,"isVote":1,"tweetType":1,"viewCount":1763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607744283,"gmtCreate":1639609679091,"gmtModify":1639609679263,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607744283","repostId":"2191994940","repostType":4,"isVote":1,"tweetType":1,"viewCount":2842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607841984,"gmtCreate":1639528151739,"gmtModify":1639528151891,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607841984","repostId":"2191784951","repostType":4,"isVote":1,"tweetType":1,"viewCount":1867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607010439,"gmtCreate":1639455937569,"gmtModify":1639455937695,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607010439","repostId":"1120286910","repostType":4,"repost":{"id":"1120286910","kind":"news","pubTimestamp":1639453388,"share":"https://www.laohu8.com/m/news/1120286910?lang=&edition=full","pubTime":"2021-12-14 11:43","market":"us","language":"en","title":"PayPal's Recent Price Decline Will Eventually Happen To Nearly All Overvalued Technology Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1120286910","media":"Seeking Alpha","summary":"Summary\n\nPayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.\nI wa","content":"<p><b>Summary</b></p>\n<ul>\n <li>PayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.</li>\n <li>I warned investors back in February of 2021 that PayPal was extremely overvalued and worth selling.</li>\n <li>That warning could have been issued for dozens and dozens of overvalued technology stocks that still have over -50% downside from here within the next 3 years.</li>\n <li>PayPal remains a great company that I would like to own, so I analyze the stock in order to establish I price at which I'd be willing to buy it.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/847095b0be294275f55f7e8f700d56b4\" tg-width=\"1536\" tg-height=\"1229\" width=\"100%\" height=\"auto\"><span>BsWei/iStock via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>Back on February 6th, 2021, I made a video where I shared with investors why PayPal (PYPL) stock was overvalued enough to sell. I shared that video on my Seeking Alpha bloghere. Since that time, PayPal has performed poorly both on an absolute basis and relative to the S&P 500 (SPY).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8252b7218af36cce8b5a591f56abaecd\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>The stock price is down about -30% since I warned investors and down about -38% off its high price of the year.</p>\n<p>The truth is that I could have issued the same warning about many other technology stocks that had become overvalued, but PayPal was one that I actually wanted to buy if the price ever fell to a reasonable level. It was a case where there was absolutely nothing wrong with the company. There was no bad story to tell. The price had simply gotten insanely overvalued. It didn't matter how good the story around PayPal was back in February. Numbers almost always trump narrative over the long-term. And the numbers back then didn't make sense.</p>\n<p>This should be an important lesson for medium and long-term investors. If the numbers don't work, it doesn't matter what the story is.</p>\n<p>The difficultly for a stock writer like myself is that investors<i>love</i>narratives and stories. It's not our fault. Our human brains are hardwired that way. Since I shared my bearish February PayPal video, out of 62 articles on Seeking Alpha covering PayPal, there hasn't been a single \"Bearish\" article written. The primary reason for that is because PayPal's narrative was so appealing that valuation numbers were either ignored, or the assumptions around the numbers were not realistic.</p>\n<p>In this article, I'm going to share my current PayPal valuation based on earnings and earnings growth projections. I'll also share what I consider to be a fair value range for PayPal stock, and the price I would be looking to buy with a margin of safety. This is the same basic process I used to determine that PayPal stock was overvalued back in February of 2021.</p>\n<p><b>Full-Cycle Earnings Analysis</b></p>\n<p>As part of the analysis, I calculate what I consider to be the two main drivers of future total returns: Market sentiment returns and business returns. I then combine those expected returns together in the form of a 10-year CAGR expectation and use that to value the stock.</p>\n<p>Before I begin this analysis, I always check the business's long-term earnings patterns in order to ensure that the business is a proper fit for this sort of analysis. If the historical earnings 1) don't have a long enough history 2) are erratic in nature, or 3) are too cyclical, then I either avoid analyzing the stock altogether or I use a different type of analysis that is more appropriate.</p>\n<p><img src=\"https://static.tigerbbs.com/70078307e65a5a1d0e37f9e70b726b77\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"></p>\n<p>We can see that since 2015 PayPal's earnings per share have increased every single year. This is a clear secular growth pattern and it makes the stock very attractive as a long-term investment. Since 2015 there haven't been any negative earnings growth years so the stock is likely a good fit for the type of earnings analysis I'm going to perform. One important question to ask, though, is that while we did have a brief recession in 2020, it was a very unusual one. It's possible that PayPal's business could be more economically sensitive during a longer, more drawn-out recession. So, that is a risk. However, when I examined how eBay (EBAY) performed in the 2008/9 recession, its earnings growth was basically flat, and never went negative. If I had to make a guess, I think PayPal's earnings growth rate would probably decline during a \"normal\" recession, but still wouldn't be especially cyclical. For those reasons, I'm going to go ahead with my Full-Cycle Earnings Analysis even though we don't have hard historical data from \"normal\" recession for PayPal.</p>\n<p><b>Market Sentiment Return Expectations</b></p>\n<p>In order to estimate what sort of returns we might expect over the next 10 years, let's begin by examining what return we could expect 10 years from now if the P/E multiple were to revert to its mean from the previous economic cycle. Since we have had a recent recession (albeit an unusual one) I'm starting this cycle in fiscal year 2015 and running it through 2021's estimates.</p>\n<p><img src=\"https://static.tigerbbs.com/e36d2c3455962a02d96b8c88c32eadce\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"></p>\n<p>PayPal's average P/E from 2015 to the present has been a healthy 34.11 (the blue bar circled in gold on the FAST Graph). Using 2021's forward earnings estimates of $4.60 (also circled in gold), PayPal has a current P/E of 40.73. If that 40.73 P/E were to revert to the average P/E of 34.11 over the course of the next 10 years and everything else was held the same, PayPal's price would fall and it would produce a 10-Year CAGR of<b>-1.75%</b>. That's the annual return we can expect from sentiment mean reversion if it takes ten years to revert. If it takes less time to revert, the price could fall faster.</p>\n<p><b>Business Earnings Expectations</b></p>\n<p>We previously examined what would happen if market sentiment reverted to the mean. This is entirely determined by the mood of the market and is quite often disconnected, or only loosely connected, to the performance of the actual business. In this section, we will examine the actual earnings of the business. The goal here is simple: We want to know how much money we would earn (expressed in the form of a CAGR %) over the course of 10 years if we bought the business at today's prices and kept all of the earnings for ourselves.</p>\n<p>There are two main components of this: the first is the earnings yield and the second is the rate at which the earnings can be expected to grow. Let's start with the earnings yield (which is an inverted P/E ratio, so, the Earnings/Price ratio). The current earnings yield is about +2.46%. The way I like to think about this is, if I bought the company's whole business right now for $100, I would earn $2.46 per year on my investment if earnings remained the same for the next 10 years.</p>\n<p>The next step is to estimate the company's earnings growth during this time period. I do that by figuring out at what rate earnings grew during the last cycle and applying that rate to the next 10 years. This involves calculating the EPS growth rate since 2015, taking into account each year's EPS growth or decline, and then backing out any share buybacks that occurred over that time period (because reducing shares will increase the EPS due to fewer shares).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f31b7d8ed5f59c82c2531cc686324d1a\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Due to the scale of the graph, the buybacks look much bigger than they actually are, and there isn't much to adjust here. Additionally, since PayPal has grown earnings every year there are no earnings growth declines to adjust for either. This makes estimating PayPal's earnings growth a relatively straightforward affair, and I estimate PayPal's earnings growth at about +23.65%.</p>\n<p>Now, this is the point where my conservatism when it comes to asking myself \"What is a reasonable expectation, for valuation purposes, going forward 10 years?\" It is very, very difficult for businesses to grow earnings over 20% per year for a full decade (particularly if they have already been doing that the previous decade). For that reason, I cap all of my long-term forward earnings growth estimates when using them for valuation purposes at 20%. This is simply a way to help keep me from overpaying for a stock when their P/E multiple is likely to contract over time. So, for this valuation exercise, I am limiting my earnings growth assumption to 20%.</p>\n<p>Next, I'll apply that growth rate to current earnings, looking forward 10 years in order to get a final 10-year CAGR estimate. The way I think about this is, if I bought PayPal's whole business for $100, it would pay me back $2.46 plus +20.00% growth the first year, and that amount would grow at +20.00% per year for 10 years after that. I want to know how much money I would have in total at the end of 10 years on my $100 investment, which I calculate to be about $176.50 (including the original $100). When I plug that growth into a CAGR calculator, that translates to a<b>+5.85%</b>10-year CAGR estimate for the expected business earnings returns.</p>\n<p><b>10-Year, Full-Cycle CAGR Estimate</b></p>\n<p>Potential future returns can come from two main places: market sentiment returns or business earnings returns. If we assume that market sentiment reverts to the mean from the last cycle over the next 10 years for PayPal, it will produce a -1.75% CAGR. If the earnings yield and growth are similar to the last cycle, the company should produce somewhere around a +5.85% 10-year CAGR. If we put the two together, we get an expected 10-year, full-cycle CAGR of<b>+4.10%</b>at today's price.</p>\n<p>My Buy/Sell/Hold range for this category of stocks is: above a 12% CAGR is a Buy, below a 4% expected CAGR is a Sell, and in between 4% and 12% is a Hold. This puts PayPal stock just barely into the \"Hold\" category at today's price level.</p>\n<p><b>Additional Considerations</b></p>\n<p>I consider PayPal one of the highest quality growth stocks in the market right now, which is why I've been monitoring its valuation relatively closely. In this section I'm going to share my fair value range for PayPal along with the price I would be willing to buy the stock with a margin of safety based on earnings, and also the price I would consider buying using a more aggressive and less conservative valuation approach. So, I'm going to look at PayPal's valuation from a variety of different perspectives to give us a clearer view of what might be an appropriate price to pay for the stock.</p>\n<p>First, I'll start with my buy price and fair value range using the same assumptions and inputs I used in this article. If we use all of those same inputs my current fair value range for PayPal is about $126.50 to $164.00 per share. My current buy price that includes a margin of safety is $112.10. Investors who buy below that price have very good odds of great returns over the medium-term with the stock.</p>\n<p>Once we get into the new year and 2022, I'll start pulling forward PayPal's 2022 earnings for my estimates. Right now, analysts expect $5.25 per share from earnings in 2022. That will improve PayPal's valuation a lot if the rest of their metrics remain the same, and it would raise their fair value range up to $145.00 to $187.50 dollars per share with a margin of safety buy price at $128.00 per share. This, of course, assumes analysts keep their estimates for 2022 in place and don't lower them over the next couple of months. It also means, based on future earnings, that in a month or two if PayPal keeps trading near its current price, it is already in the top end of a \"fair value\" price range. This might be a further reason for current owners to keep holding.</p>\n<p>The Full-Cycle Earnings analysis I used in this article is not the only type of analysis I use. For certain rare businesses with fast profit growth dynamics, I recently developed a new analysis to help identify fast-growing businesses that might never become cheap enough to buy based on earnings alone. The methods of this analysis are exclusive to my private service, The Cyclical Investor's Club, but since PayPal's profit growth is very strong, it actually qualifies for this type of analysis, too, and I thought I would at least share the sort of \"buy price\" that analysis produces because it's a little more aggressive than the earnings-based analysis.</p>\n<p>When I examine PayPal using the profit growth analysis, it produces a buy price of $144.90. I find that interesting because if profits keep growing this quarter that price is likely to rise a little bit and put it pretty close to the middle of fair value using next year's earnings using my earnings-based method. This assumes that PayPal's metrics don't deteriorate between now and then, and there would be some technical requirements PayPal would have to meet as well, but I think the odds are good that by February of 2022 I could be a buyer of PayPal stock, approximately one year after I warned investors about its high valuation. It's going to be very interesting to see how it turns out.</p>\n<p><b>Conclusion</b></p>\n<p>I think PayPal's 2021 decline is an interesting and useful case study that goes beyond PayPal itself. The sort of decline we've seen in PayPal's stock price this year was entirely predictable and there are many other richly valued technology stocks that will experience a similar decline, likely in 2022 for most of them. For investors who are overweight these types of stocks, now is probably a time to consider diversifying in order to help keep the gains they have experienced the past couple of years. While there will be some overvalued stocks that simply stagnate for several years and go nowhere, and a rare few that manage to keep rising, the vast majority will experience declines like PayPal has experienced.</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>PayPal's Recent Price Decline Will Eventually Happen To Nearly All Overvalued Technology Stocks</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\">\nPayPal's Recent Price Decline Will Eventually Happen To Nearly All Overvalued Technology Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 11:43 GMT+8 <a href=https://seekingalpha.com/article/4474960-paypal-share-price-decline-overvalued-technology-stocks><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.\nI warned investors back in February of 2021 that PayPal was extremely overvalued and worth selling.\nThat...</p>\n\n<a href=\"https://seekingalpha.com/article/4474960-paypal-share-price-decline-overvalued-technology-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"source_url":"https://seekingalpha.com/article/4474960-paypal-share-price-decline-overvalued-technology-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120286910","content_text":"Summary\n\nPayPal stock is down over -35% off this year's highs, and the stock still isn't cheap.\nI warned investors back in February of 2021 that PayPal was extremely overvalued and worth selling.\nThat warning could have been issued for dozens and dozens of overvalued technology stocks that still have over -50% downside from here within the next 3 years.\nPayPal remains a great company that I would like to own, so I analyze the stock in order to establish I price at which I'd be willing to buy it.\n\nBsWei/iStock via Getty Images\nIntroduction\nBack on February 6th, 2021, I made a video where I shared with investors why PayPal (PYPL) stock was overvalued enough to sell. I shared that video on my Seeking Alpha bloghere. Since that time, PayPal has performed poorly both on an absolute basis and relative to the S&P 500 (SPY).\nData by YCharts\nThe stock price is down about -30% since I warned investors and down about -38% off its high price of the year.\nThe truth is that I could have issued the same warning about many other technology stocks that had become overvalued, but PayPal was one that I actually wanted to buy if the price ever fell to a reasonable level. It was a case where there was absolutely nothing wrong with the company. There was no bad story to tell. The price had simply gotten insanely overvalued. It didn't matter how good the story around PayPal was back in February. Numbers almost always trump narrative over the long-term. And the numbers back then didn't make sense.\nThis should be an important lesson for medium and long-term investors. If the numbers don't work, it doesn't matter what the story is.\nThe difficultly for a stock writer like myself is that investorslovenarratives and stories. It's not our fault. Our human brains are hardwired that way. Since I shared my bearish February PayPal video, out of 62 articles on Seeking Alpha covering PayPal, there hasn't been a single \"Bearish\" article written. The primary reason for that is because PayPal's narrative was so appealing that valuation numbers were either ignored, or the assumptions around the numbers were not realistic.\nIn this article, I'm going to share my current PayPal valuation based on earnings and earnings growth projections. I'll also share what I consider to be a fair value range for PayPal stock, and the price I would be looking to buy with a margin of safety. This is the same basic process I used to determine that PayPal stock was overvalued back in February of 2021.\nFull-Cycle Earnings Analysis\nAs part of the analysis, I calculate what I consider to be the two main drivers of future total returns: Market sentiment returns and business returns. I then combine those expected returns together in the form of a 10-year CAGR expectation and use that to value the stock.\nBefore I begin this analysis, I always check the business's long-term earnings patterns in order to ensure that the business is a proper fit for this sort of analysis. If the historical earnings 1) don't have a long enough history 2) are erratic in nature, or 3) are too cyclical, then I either avoid analyzing the stock altogether or I use a different type of analysis that is more appropriate.\n\nWe can see that since 2015 PayPal's earnings per share have increased every single year. This is a clear secular growth pattern and it makes the stock very attractive as a long-term investment. Since 2015 there haven't been any negative earnings growth years so the stock is likely a good fit for the type of earnings analysis I'm going to perform. One important question to ask, though, is that while we did have a brief recession in 2020, it was a very unusual one. It's possible that PayPal's business could be more economically sensitive during a longer, more drawn-out recession. So, that is a risk. However, when I examined how eBay (EBAY) performed in the 2008/9 recession, its earnings growth was basically flat, and never went negative. If I had to make a guess, I think PayPal's earnings growth rate would probably decline during a \"normal\" recession, but still wouldn't be especially cyclical. For those reasons, I'm going to go ahead with my Full-Cycle Earnings Analysis even though we don't have hard historical data from \"normal\" recession for PayPal.\nMarket Sentiment Return Expectations\nIn order to estimate what sort of returns we might expect over the next 10 years, let's begin by examining what return we could expect 10 years from now if the P/E multiple were to revert to its mean from the previous economic cycle. Since we have had a recent recession (albeit an unusual one) I'm starting this cycle in fiscal year 2015 and running it through 2021's estimates.\n\nPayPal's average P/E from 2015 to the present has been a healthy 34.11 (the blue bar circled in gold on the FAST Graph). Using 2021's forward earnings estimates of $4.60 (also circled in gold), PayPal has a current P/E of 40.73. If that 40.73 P/E were to revert to the average P/E of 34.11 over the course of the next 10 years and everything else was held the same, PayPal's price would fall and it would produce a 10-Year CAGR of-1.75%. That's the annual return we can expect from sentiment mean reversion if it takes ten years to revert. If it takes less time to revert, the price could fall faster.\nBusiness Earnings Expectations\nWe previously examined what would happen if market sentiment reverted to the mean. This is entirely determined by the mood of the market and is quite often disconnected, or only loosely connected, to the performance of the actual business. In this section, we will examine the actual earnings of the business. The goal here is simple: We want to know how much money we would earn (expressed in the form of a CAGR %) over the course of 10 years if we bought the business at today's prices and kept all of the earnings for ourselves.\nThere are two main components of this: the first is the earnings yield and the second is the rate at which the earnings can be expected to grow. Let's start with the earnings yield (which is an inverted P/E ratio, so, the Earnings/Price ratio). The current earnings yield is about +2.46%. The way I like to think about this is, if I bought the company's whole business right now for $100, I would earn $2.46 per year on my investment if earnings remained the same for the next 10 years.\nThe next step is to estimate the company's earnings growth during this time period. I do that by figuring out at what rate earnings grew during the last cycle and applying that rate to the next 10 years. This involves calculating the EPS growth rate since 2015, taking into account each year's EPS growth or decline, and then backing out any share buybacks that occurred over that time period (because reducing shares will increase the EPS due to fewer shares).\nData by YCharts\nDue to the scale of the graph, the buybacks look much bigger than they actually are, and there isn't much to adjust here. Additionally, since PayPal has grown earnings every year there are no earnings growth declines to adjust for either. This makes estimating PayPal's earnings growth a relatively straightforward affair, and I estimate PayPal's earnings growth at about +23.65%.\nNow, this is the point where my conservatism when it comes to asking myself \"What is a reasonable expectation, for valuation purposes, going forward 10 years?\" It is very, very difficult for businesses to grow earnings over 20% per year for a full decade (particularly if they have already been doing that the previous decade). For that reason, I cap all of my long-term forward earnings growth estimates when using them for valuation purposes at 20%. This is simply a way to help keep me from overpaying for a stock when their P/E multiple is likely to contract over time. So, for this valuation exercise, I am limiting my earnings growth assumption to 20%.\nNext, I'll apply that growth rate to current earnings, looking forward 10 years in order to get a final 10-year CAGR estimate. The way I think about this is, if I bought PayPal's whole business for $100, it would pay me back $2.46 plus +20.00% growth the first year, and that amount would grow at +20.00% per year for 10 years after that. I want to know how much money I would have in total at the end of 10 years on my $100 investment, which I calculate to be about $176.50 (including the original $100). When I plug that growth into a CAGR calculator, that translates to a+5.85%10-year CAGR estimate for the expected business earnings returns.\n10-Year, Full-Cycle CAGR Estimate\nPotential future returns can come from two main places: market sentiment returns or business earnings returns. If we assume that market sentiment reverts to the mean from the last cycle over the next 10 years for PayPal, it will produce a -1.75% CAGR. If the earnings yield and growth are similar to the last cycle, the company should produce somewhere around a +5.85% 10-year CAGR. If we put the two together, we get an expected 10-year, full-cycle CAGR of+4.10%at today's price.\nMy Buy/Sell/Hold range for this category of stocks is: above a 12% CAGR is a Buy, below a 4% expected CAGR is a Sell, and in between 4% and 12% is a Hold. This puts PayPal stock just barely into the \"Hold\" category at today's price level.\nAdditional Considerations\nI consider PayPal one of the highest quality growth stocks in the market right now, which is why I've been monitoring its valuation relatively closely. In this section I'm going to share my fair value range for PayPal along with the price I would be willing to buy the stock with a margin of safety based on earnings, and also the price I would consider buying using a more aggressive and less conservative valuation approach. So, I'm going to look at PayPal's valuation from a variety of different perspectives to give us a clearer view of what might be an appropriate price to pay for the stock.\nFirst, I'll start with my buy price and fair value range using the same assumptions and inputs I used in this article. If we use all of those same inputs my current fair value range for PayPal is about $126.50 to $164.00 per share. My current buy price that includes a margin of safety is $112.10. Investors who buy below that price have very good odds of great returns over the medium-term with the stock.\nOnce we get into the new year and 2022, I'll start pulling forward PayPal's 2022 earnings for my estimates. Right now, analysts expect $5.25 per share from earnings in 2022. That will improve PayPal's valuation a lot if the rest of their metrics remain the same, and it would raise their fair value range up to $145.00 to $187.50 dollars per share with a margin of safety buy price at $128.00 per share. This, of course, assumes analysts keep their estimates for 2022 in place and don't lower them over the next couple of months. It also means, based on future earnings, that in a month or two if PayPal keeps trading near its current price, it is already in the top end of a \"fair value\" price range. This might be a further reason for current owners to keep holding.\nThe Full-Cycle Earnings analysis I used in this article is not the only type of analysis I use. For certain rare businesses with fast profit growth dynamics, I recently developed a new analysis to help identify fast-growing businesses that might never become cheap enough to buy based on earnings alone. The methods of this analysis are exclusive to my private service, The Cyclical Investor's Club, but since PayPal's profit growth is very strong, it actually qualifies for this type of analysis, too, and I thought I would at least share the sort of \"buy price\" that analysis produces because it's a little more aggressive than the earnings-based analysis.\nWhen I examine PayPal using the profit growth analysis, it produces a buy price of $144.90. I find that interesting because if profits keep growing this quarter that price is likely to rise a little bit and put it pretty close to the middle of fair value using next year's earnings using my earnings-based method. This assumes that PayPal's metrics don't deteriorate between now and then, and there would be some technical requirements PayPal would have to meet as well, but I think the odds are good that by February of 2022 I could be a buyer of PayPal stock, approximately one year after I warned investors about its high valuation. It's going to be very interesting to see how it turns out.\nConclusion\nI think PayPal's 2021 decline is an interesting and useful case study that goes beyond PayPal itself. The sort of decline we've seen in PayPal's stock price this year was entirely predictable and there are many other richly valued technology stocks that will experience a similar decline, likely in 2022 for most of them. For investors who are overweight these types of stocks, now is probably a time to consider diversifying in order to help keep the gains they have experienced the past couple of years. While there will be some overvalued stocks that simply stagnate for several years and go nowhere, and a rare few that manage to keep rising, the vast majority will experience declines like PayPal has experienced.","news_type":1,"symbols_score_info":{"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604894903,"gmtCreate":1639366288484,"gmtModify":1639366288607,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604894903","repostId":"1171271872","repostType":4,"repost":{"id":"1171271872","kind":"news","pubTimestamp":1639348466,"share":"https://www.laohu8.com/m/news/1171271872?lang=&edition=full","pubTime":"2021-12-13 06:34","market":"us","language":"en","title":"Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1171271872","media":"Barrons","summary":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and","content":"<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p>\n<p>The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p>\n<p>Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.</p>\n<p>Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p>\n<p>Other data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p>\n<p><b>Monday 12/13</b></p>\n<p>J.Jill and PHX Minerals host earnings conference calls.</p>\n<p><b>Tuesday 12/14</b></p>\n<p>Campbell Soup, Barnes Group, and Avaya Holdings host investor days.</p>\n<p><b>The Bureau of Labor</b> Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p>\n<p><b>The National Federation</b> of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p>\n<p><b>Wednesday 12/15</b></p>\n<p><b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p>\n<p><b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p>\n<p><b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p>\n<p><b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p>\n<p><b>Thursday 12/16</b></p>\n<p>Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p>\n<p><b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p>\n<p><b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p>\n<p><b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p>\n<p><b>Friday 12/17</b></p>\n<p>Steelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.</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>Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week</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\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 06:34 GMT+8 <a href=https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","ACN":"埃森哲","SCS":"Steelcase Inc.",".IXIC":"NASDAQ Composite","LEN":"莱纳建筑公司","FDX":"联邦快递","HEI":"海科航空","RIVN":"Rivian Automotive, Inc.","JILL":"J.Jill Inc.",".SPX":"S&P 500 Index","PHX":"潘汉德尔油气","CPB":"金宝汤",".DJI":"道琼斯","DRI":"达登饭店"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171271872","content_text":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.\nThe Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.\nEarnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.\nEconomic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.\nOther data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.\nMonday 12/13\nJ.Jill and PHX Minerals host earnings conference calls.\nTuesday 12/14\nCampbell Soup, Barnes Group, and Avaya Holdings host investor days.\nThe Bureau of Labor Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.\nThe National Federation of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.\nWednesday 12/15\nThe Federal Open Market Committee concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.\nThe BLS reports export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.\nThe Census Bureau reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.\nThursday 12/16\nHeico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.\nThe Census Bureaureleases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.\nThe Bank of England announces its interest-rate decision and publishes the minutes of the meeting.\nThe Federal Reserve releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.\nFriday 12/17\nSteelcase,Darden Restaurants, and Quanex Building Products host earnings conference 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15:08","market":"us","language":"en","title":"Credit Suisse offices searched amid Greensill probe","url":"https://stock-news.laohu8.com/highlight/detail?id=2172998912","media":"The Straits Times","summary":"ZURICH (BLOOMBERG) - Police searched Credit Suisse Group AG's Zurich offices last week and confiscat","content":"<div>\n<p>ZURICH (BLOOMBERG) - Police searched Credit Suisse Group AG's Zurich offices last week and confiscated documents related to Greensill Capital, the now-defunct firm with which the Swiss bank managed ...</p>\n\n<a href=\"http://www.straitstimes.com/business/banking/credit-suisse-offices-searched-amid-greensill-probe\">Web Link</a>\n\n</div>\n","source":"straits_highlight","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>Credit Suisse offices searched amid Greensill probe</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{ 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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\">\nCredit Suisse offices searched amid Greensill probe\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-04 15:08 GMT+8 <a href=http://www.straitstimes.com/business/banking/credit-suisse-offices-searched-amid-greensill-probe><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZURICH (BLOOMBERG) - Police searched Credit Suisse Group AG's Zurich offices last week and confiscated documents related to Greensill Capital, the now-defunct firm with which the Swiss bank managed ...</p>\n\n<a href=\"http://www.straitstimes.com/business/banking/credit-suisse-offices-searched-amid-greensill-probe\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://www.straitstimes.com/business/banking/credit-suisse-offices-searched-amid-greensill-probe","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172998912","content_text":"ZURICH (BLOOMBERG) - Police searched Credit Suisse Group AG's Zurich offices last week and confiscated documents related to Greensill Capital, the now-defunct firm with which the Swiss bank managed supply-chain finance funds, NZZ am Sonntag reported.\nNew proceedings have been opened against an exponent of Greensill and unknown persons, Zurich's public prosecutor told the newspaper in a statement. No criminal investigation has been opened against current or former Credit Suisse employees, they said.\nSwitzerland's State Secretariat for Economic Affairs confirmed to Bloomberg News that it had filed a criminal complaint in the Greensill case for violating federal law against unfair competition, without elaborating. Calls and emails to the public prosecutor went unanswered outside regular business hours.\n\"As part of an official procedure that is not directed against Credit Suisse, data have been secured,\" a representative for the bank said in an emailed statement. \"Credit Suisse is cooperating fully with the authorities and will not comment on this until further notice because the proceedings are ongoing.\"\nCredit Suisse last month said it plans to return about $400 million to investors in supply-chain finance funds that invested in Greensill products, the fifth such disbursement since the bank was forced to freeze the money pools this year. It has conducted an investigation into what happened with the Greensill-linked funds and is due to announce its findings soon.\nThe bank marketed the popular supply-chain finance funds as among the safest investments it offered, because the loans they held were backed by invoices usually paid in a matter of weeks.\nBut as the funds grew into a US$10 billion strategy, they strayed from that pitch and much of the money was lent through Greensill against expected future invoices, for sales that were merely predicted.\nThe blow-up with Greensill and the collapse of hedge fund Archegos Capital Management LP have dominated the year for Credit Suisse. The Swiss group's investment bank head Brian Chin and risk chief Lara Warner both departed in the wake of the scandals.\nThe bank reported slump in second-quarter profit on the back of the Archegos implosion, and after it turned away billions of dollars in assets in Asia as it sought to reduce its exposure to risky clients. This included cutting ties with Japan's SoftBank Group Corp., a backer to the Greensill supply-chain finance empire.\nCredit Suisse Chairman Antonio Horta-Osorio told investors last week that the bank is at a \"critical juncture\" amid the fallout from Greensill and Archegos and is planning to outline its strategic response by the end of this year.","news_type":1,"symbols_score_info":{"CS":0.9}},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841226010,"gmtCreate":1635916705678,"gmtModify":1635916705738,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/841226010","repostId":"2180736486","repostType":4,"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804571532,"gmtCreate":1627968351926,"gmtModify":1633754767744,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/804571532","repostId":"2156113204","repostType":4,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":843233078,"gmtCreate":1635830039982,"gmtModify":1635830040042,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/843233078","repostId":"2180209403","repostType":4,"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885028169,"gmtCreate":1631747257151,"gmtModify":1631883874541,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/885028169","repostId":"1148341685","repostType":4,"repost":{"id":"1148341685","kind":"news","pubTimestamp":1631660884,"share":"https://www.laohu8.com/m/news/1148341685?lang=&edition=full","pubTime":"2021-09-15 07:08","market":"us","language":"en","title":"U.S. stocks close lower on worries over recovery, corporate tax hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1148341685","media":"Reuters","summary":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing","content":"<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p>\n<p>Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p>\n<p>So far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p>\n<p>“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p>\n<p>The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p>\n<p>“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p>\n<p>The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p>\n<p>U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p>\n<p>The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p>\n<p>The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p>\n<p>All 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p>\n<p>Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.</p>\n<p>Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p>\n<p>CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p>\n<p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</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>U.S. stocks close lower on worries over recovery, corporate tax hikes</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\">\nU.S. stocks close lower on worries over recovery, corporate tax hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 07:08 GMT+8 <a href=https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148341685","content_text":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.\nOptimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.\nSo far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.\n“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”\nThe advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.\n“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”\nThe CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.\nU.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]\nThe long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.\nThe Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.\nAll 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.\nApple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.\nIntuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.\nCureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.\nThe S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.\nVolume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898057985,"gmtCreate":1628464820147,"gmtModify":1631893717663,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/898057985","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608405005,"gmtCreate":1638769962572,"gmtModify":1638770030204,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/608405005","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohu8.com/m/news/1179313612?lang=&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p>\n<p>On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p>\n<p>The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p>\n<p>The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p>\n<p><b>Monday 12/6</b></p>\n<p>Union Pacific holds a conference call to discuss its climate action plan.</p>\n<p><b>Tuesday 12/7</b></p>\n<p>AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p>\n<p>The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p>\n<p><b>Wednesday 12/8</b></p>\n<p>The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p>\n<p><a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p>\n<p>McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p>\n<p><a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p>\n<p>The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p>\n<p><b>Thursday 12/9</b></p>\n<p>Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p>\n<p>CVS Health and Tyson Foods host their annual investor days.</p>\n<p>The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p>\n<p><b>Friday 12/10</b></p>\n<p>Archer-Daniels-Midland holds its global investor day.</p>\n<p><a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p>\n<p>The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p>\n<p>The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</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>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week</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\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-06 07:03 GMT+8 <a href=https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVS":"西维斯健康","BK4088":"住宅建筑","GME":"游戏驿站","COST":"好市多","TOL":"托尔兄弟"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"COST":0.9,"CVS":0.9,"GME":0.9,"TOL":0.9}},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874719282,"gmtCreate":1637822647942,"gmtModify":1637822648015,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874719282","repostId":"1178942831","repostType":4,"repost":{"id":"1178942831","kind":"news","pubTimestamp":1637822230,"share":"https://www.laohu8.com/m/news/1178942831?lang=&edition=full","pubTime":"2021-11-25 14:37","market":"us","language":"en","title":"Big Tech still looks underowned, Morgan Stanley sees in active/passive holdings probe","url":"https://stock-news.laohu8.com/highlight/detail?id=1178942831","media":"Seeking Alpha","summary":"Big Tech - the stocks with a heavy presence in global indexes, and front and center in investors' de","content":"<p>Big Tech - the stocks with a heavy presence in global indexes, and front and center in investors' debate over what to get out of before the market turns south - is still underowned, Morgan Stanley says in a quantitative dive into large-cap institutional ownership.</p>\n<p>That leaves the firm more bullish on the big names.</p>\n<p>Active portfolio weights for <a href=\"https://laohu8.com/S/AAPL\">Apple </a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com </a> are 1-2 points below their S&P 500 weighting, the firm's tech analysts note. And its analyst shows a positive correlation between low active ownership (vs. S&P 500) and future performance.</p>\n<p>Morgan Stanley looks at the ownership data for top tech companies every quarter, and as of Q3, those names are showing record gaps between active and passive ownership.</p>\n<p>It's those times that stocks experience a technical pull higher when active ownership trails the market that much, and vice versa. And in the case of Microsoft, Apple and Amazon, in particular, they've gotten increasingly more underowned over the past two quarters.</p>\n<p>Looking stock by stock, it's bullish on Apple (AAPL) for 2022 as it says \"investors underappreciate the sustainability of iPhone growth and the defensibility of Services growth long-term.\" iPhone upgrade intentions look strong on a blended basis, and while there is some increased risk to App Store growth from the court's injunction, Morgan Stanley says its data show less than 2 in 10 Americans (and less than 4 in 10 Chinese consumers) would be willing to pay developers directly for mobile apps, preferring the App Store approach.</p>\n<p>Microsoft (MSFT) is a \"rare combination of strong secular positioning and reasonable valuation within the software space.\" It's pushing double-digit revenue growth with building momentum across cloud and hybrid solutions, combined with improving gross margins and a positive opex growth profile. And it still trades at a discount to peers, the firm says.</p>\n<p>A guide down in profits from Amazon.com (AMZN) driven by fourth-quarter investment \"speaks to the higher operating margin pressure on the retail business from more hiring, higher hourly labor costs, process inefficiencies, freight costs and higher content spend,\" Morgan Stanley says. And while part of that investment is tied to \"catching up\" to unusual 2020 demand, some of it's about new initiatives to build durable multi-year growth, it says.</p>\n<p>Going forward it's focusing on more evidence for traction of third-party logistics (and/or faster share gains in same-day cities), or lower-than-expected incremental profit pressure from the investment spending.</p>\n<p>Other stocks, meanwhile, are showing the opposite dynamic on active/passive ownership - notably <a href=\"https://laohu8.com/S/QCOM\">Qualcomm </a> and <a href=\"https://laohu8.com/S/INTU\">Intuit </a>. There's room for optimism with those too, the firm says.</p>\n<p>Qualcomm's (QCOM) active weighting is about 60 basis points above its S&P weighting. The firm's staying optimistic, with \"adjustments to expectations likely to come as 5G adoption growth matures.\" And outside of handsets and RFFE, Morgan Stanley says it's \"excited\" about the prospects of diversifying business in Autos and Internet of Things.</p>\n<p>Intuit's (INTU) average portfolio concentration has hit an all-time high and is well above its S&P 500 weighting. \"It appears Intuit's improved growth and margin profile exiting the pandemic has resonated with institutional investors, resulting in the stock being overowned vs. peers.\"</p>\n<p>The new strategy to focus on higher-value solutions is driving the top line and an improved margin profile, Morgan Stanley says, and it kicked off fiscal 2022 with a beat-and-raise quarter that \"reinforces our believe Intuit is set up for beat-and-raise quarters thru FY22.\"</p>\n<p>The Technology Select Sector SPDR ETF (NYSEARCA:XLK), whose top two holdings are Microsoft and Apple, has been outpacing the S&P 500 and rallied to an all-time high Monday on the back of heavy gains in those stocks.</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>Big Tech still looks underowned, Morgan Stanley sees in active/passive holdings probe</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech still looks underowned, Morgan Stanley sees in active/passive holdings probe\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 14:37 GMT+8 <a href=https://seekingalpha.com/news/3774075-big-tech-still-looks-underowned-morgan-stanley-sees-in-activepassive-holdings-probe><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big Tech - the stocks with a heavy presence in global indexes, and front and center in investors' debate over what to get out of before the market turns south - is still underowned, Morgan Stanley ...</p>\n\n<a href=\"https://seekingalpha.com/news/3774075-big-tech-still-looks-underowned-morgan-stanley-sees-in-activepassive-holdings-probe\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTU":"财捷","AAPL":"苹果","MSFT":"微软","AMZN":"亚马逊","QCOM":"高通"},"source_url":"https://seekingalpha.com/news/3774075-big-tech-still-looks-underowned-morgan-stanley-sees-in-activepassive-holdings-probe","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178942831","content_text":"Big Tech - the stocks with a heavy presence in global indexes, and front and center in investors' debate over what to get out of before the market turns south - is still underowned, Morgan Stanley says in a quantitative dive into large-cap institutional ownership.\nThat leaves the firm more bullish on the big names.\nActive portfolio weights for Apple , Microsoft and Amazon.com are 1-2 points below their S&P 500 weighting, the firm's tech analysts note. And its analyst shows a positive correlation between low active ownership (vs. S&P 500) and future performance.\nMorgan Stanley looks at the ownership data for top tech companies every quarter, and as of Q3, those names are showing record gaps between active and passive ownership.\nIt's those times that stocks experience a technical pull higher when active ownership trails the market that much, and vice versa. And in the case of Microsoft, Apple and Amazon, in particular, they've gotten increasingly more underowned over the past two quarters.\nLooking stock by stock, it's bullish on Apple (AAPL) for 2022 as it says \"investors underappreciate the sustainability of iPhone growth and the defensibility of Services growth long-term.\" iPhone upgrade intentions look strong on a blended basis, and while there is some increased risk to App Store growth from the court's injunction, Morgan Stanley says its data show less than 2 in 10 Americans (and less than 4 in 10 Chinese consumers) would be willing to pay developers directly for mobile apps, preferring the App Store approach.\nMicrosoft (MSFT) is a \"rare combination of strong secular positioning and reasonable valuation within the software space.\" It's pushing double-digit revenue growth with building momentum across cloud and hybrid solutions, combined with improving gross margins and a positive opex growth profile. And it still trades at a discount to peers, the firm says.\nA guide down in profits from Amazon.com (AMZN) driven by fourth-quarter investment \"speaks to the higher operating margin pressure on the retail business from more hiring, higher hourly labor costs, process inefficiencies, freight costs and higher content spend,\" Morgan Stanley says. And while part of that investment is tied to \"catching up\" to unusual 2020 demand, some of it's about new initiatives to build durable multi-year growth, it says.\nGoing forward it's focusing on more evidence for traction of third-party logistics (and/or faster share gains in same-day cities), or lower-than-expected incremental profit pressure from the investment spending.\nOther stocks, meanwhile, are showing the opposite dynamic on active/passive ownership - notably Qualcomm and Intuit . There's room for optimism with those too, the firm says.\nQualcomm's (QCOM) active weighting is about 60 basis points above its S&P weighting. The firm's staying optimistic, with \"adjustments to expectations likely to come as 5G adoption growth matures.\" And outside of handsets and RFFE, Morgan Stanley says it's \"excited\" about the prospects of diversifying business in Autos and Internet of Things.\nIntuit's (INTU) average portfolio concentration has hit an all-time high and is well above its S&P 500 weighting. \"It appears Intuit's improved growth and margin profile exiting the pandemic has resonated with institutional investors, resulting in the stock being overowned vs. peers.\"\nThe new strategy to focus on higher-value solutions is driving the top line and an improved margin profile, Morgan Stanley says, and it kicked off fiscal 2022 with a beat-and-raise quarter that \"reinforces our believe Intuit is set up for beat-and-raise quarters thru FY22.\"\nThe Technology Select Sector SPDR ETF (NYSEARCA:XLK), whose top two holdings are Microsoft and Apple, has been outpacing the S&P 500 and rallied to an all-time high Monday on the back of heavy gains in those stocks.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AMZN":0.9,"INTU":0.9,"MSFT":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844523184,"gmtCreate":1636443373175,"gmtModify":1636443373348,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/844523184","repostId":"2182795517","repostType":4,"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856987010,"gmtCreate":1635142082228,"gmtModify":1635142082415,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/856987010","repostId":"1167039476","repostType":4,"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850029671,"gmtCreate":1634537168354,"gmtModify":1634537290369,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/850029671","repostId":"2176421001","repostType":4,"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823360400,"gmtCreate":1633584463298,"gmtModify":1633584576414,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823360400","repostId":"2173948607","repostType":4,"repost":{"id":"2173948607","kind":"highlight","pubTimestamp":1633570746,"share":"https://www.laohu8.com/m/news/2173948607?lang=&edition=full","pubTime":"2021-10-07 09:39","market":"us","language":"en","title":"Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets","url":"https://stock-news.laohu8.com/highlight/detail?id=2173948607","media":"MarketWatch","summary":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge. Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enoug","content":"<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p>\n<p>Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p>\n<p>UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p>\n<p>A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..</p>\n<p>Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p>\n<p>“Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p>\n<p>So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p>\n<p>Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p>\n<ul>\n <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li>\n</ul>\n<p>“The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p>\n<ul>\n <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li>\n</ul>\n<p>“End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p>\n<ul>\n <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li>\n</ul>\n<p>“As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p>\n<ul>\n <li>Danaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li>\n</ul>\n<p>“DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p>\n<ul>\n <li>EOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li>\n</ul>\n<p>“Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p>\n<ul>\n <li>Extra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li>\n</ul>\n<p>“Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p>\n<ul>\n <li>Generac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..</li>\n</ul>\n<p>“Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p>\n<ul>\n <li>Nike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li>\n</ul>\n<p>“We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p>\n<ul>\n <li>Salesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li>\n</ul>\n<p>“Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p>\n<ul>\n <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li>\n</ul>\n<p>Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-07 09:39 GMT+8 <a href=https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge\nGetty Images\nInflation and supply issues are among the buzziest words on Wall Street as the third-...</p>\n\n<a href=\"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?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":{"NUS":"如新集团","SBAC":"SBA通信","GNRC":"Generac控股","DLTR":"美元树公司","ENPH":"Enphase Energy","AEE":"阿曼瑞恩","DHR":"丹纳赫","NKE":"耐克","CME":"芝加哥商品交易所","AAPL":"苹果","SEDG":"SolarEdge Technologies, Inc.","FDX":"联邦快递","CHTR":"特许通讯","CRM":"赛富时","USB":"美国合众银行","KO":"可口可乐","EXR":"Extra Space Storage Inc","AAP":"Advance Auto Parts Inc","EOG":"依欧格资源"},"source_url":"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173948607","content_text":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge\nGetty Images\nInflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.\nUBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.\nA number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..\nThird-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.\n“Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.\nSo the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.\nHere are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:\n\nAdvance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.\n\n“The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”\n\nApple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.\n\n“End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.\n\nCME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.\n\n“As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.\n\nDanaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.\n\n“DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.\n\nEOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.\n\n“Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”\n\nExtra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.\n\n“Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”\n\nGenerac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..\n\n“Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.\n\nNike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.\n\n“We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.\n\nSalesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.\n\n“Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.\n\nTeleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.\n\nTaylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.","news_type":1,"symbols_score_info":{"AAP":0.9,"AAPL":0.9,"AEE":0.9,"CHTR":0.9,"CME":0.9,"CRM":0.9,"DHR":0.9,"DLTR":0.9,"ENPH":0.9,"EOG":0.9,"EXR":0.9,"FDX":0.9,"GNRC":0.9,"KO":0.9,"NKE":0.9,"NUS":0.9,"SBAC":0.9,"SEDG":0.9,"USB":0.9}},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600360994,"gmtCreate":1638068318170,"gmtModify":1638068318281,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600360994","repostId":"1183215653","repostType":4,"repost":{"id":"1183215653","kind":"news","pubTimestamp":1638064282,"share":"https://www.laohu8.com/m/news/1183215653?lang=&edition=full","pubTime":"2021-11-28 09:51","market":"us","language":"en","title":"3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=1183215653","media":"Motley Fool","summary":"Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscr","content":"<p>Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.</p>\n<p>Three top SaaS stocks that investors should consider today are <a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>, and <a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</p>\n<p><a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></p>\n<p>This Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.</p>\n<p>According to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only <b>Amazon</b>, and ahead of even huge retailers like <b>Walmart</b> or marketplace operators like <b>eBay.</b></p>\n<p>While it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.</p>\n<p>Shopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.</p>\n<p><a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></p>\n<p>Procore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.</p>\n<p>Its revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.</p>\n<p>Procore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.</p>\n<p><b>Autodesk</b> (NASDAQ:ADSK) competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.</p>\n<p>With a large growth runway ahead, Procore is a great SaaS stock for the future.</p>\n<p><a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></p>\n<p>If you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.</p>\n<p>Twilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.</p>\n<p>Businesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.</p>\n<p>Twilio shows no signs of slowing down and investors should take note.</p>\n<p>With all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.</p>\n<p><img src=\"https://static.tigerbbs.com/e6bb9a9a2f064d66040f79ad93086bb1\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>As the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.</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>3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond</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\">\n3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-28 09:51 GMT+8 <a href=https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWLO":"Twilio Inc","SHOP":"Shopify Inc","PCOR":"Procore Technologies"},"source_url":"https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183215653","content_text":"Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.\nThree top SaaS stocks that investors should consider today are Shopify, Procore, and Twilio.\nShopify\nThis Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.\nAccording to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only Amazon, and ahead of even huge retailers like Walmart or marketplace operators like eBay.\nWhile it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.\nShopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.\nProcore\nProcore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.\nIts revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.\nProcore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.\nAutodesk (NASDAQ:ADSK) competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.\nWith a large growth runway ahead, Procore is a great SaaS stock for the future.\nTwilio\nIf you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.\nTwilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.\nBusinesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.\nTwilio shows no signs of slowing down and investors should take note.\nWith all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.\n\nAs the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.","news_type":1,"symbols_score_info":{"PCOR":0.9,"SHOP":0.9,"TWLO":0.9}},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840263383,"gmtCreate":1635650418550,"gmtModify":1635650418550,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/840263383","repostId":"2179223073","repostType":4,"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859507886,"gmtCreate":1634707054633,"gmtModify":1634707054776,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/859507886","repostId":"1123194504","repostType":4,"repost":{"id":"1123194504","kind":"news","pubTimestamp":1634699967,"share":"https://www.laohu8.com/m/news/1123194504?lang=&edition=full","pubTime":"2021-10-20 11:19","market":"us","language":"en","title":"What actually happened during GameStop mania?","url":"https://stock-news.laohu8.com/highlight/detail?id=1123194504","media":"CNN Business","summary":"London (CNN Business) - In late January, there was one question on the minds of investors: How did a","content":"<p><b>London (CNN Business) - </b>In late January, there was one question on the minds of investors: How did a struggling mall-based video game retailer became Wall Street's hottest stock, seemingly overnight?</p>\n<p>Now, after months of research, the industry's top regulator has answers — and its findings could pave the way for major reforms to how financial markets function as amateur traders remain a powerful force.</p>\n<p>What's happening: The US Securities and Exchange Commission just released a44-page reportexaminingGameStop(GME)mania, the early 2021 phenomenon in which the company's shares, plugged by enthusiasts on social media, rocketed about 2,700% in a matter of weeks.</p>\n<p>Other companies, including movie theater chain AMC Entertainment(AMC), electronics company Koss(KOSS) and clothing chain Express(EXPR), also logged astronomical gains as online hype reached a fever pitch.</p>\n<p>The report is full of interesting findings about the so-called \"meme stock\" craze. Here are some of the highlights.</p>\n<p>It really was wild.The SEC found that the number of unique accounts trading GameStop on a given day rose to nearly 900,000 by Jan. 27, up from fewer than 10,000 at the beginning of the month.</p>\n<p>And the volume of stock changing hands was massive. Between Jan. 13 and Jan. 29, an average of 100 million GameStop shares were traded per day, up 1,400% from the 2020 average.</p>\n<p>The action wasn't just limited to GameStop. More than 100 stocks \"experienced large price moves or increased trading volume that significantly exceeded broader market movements,\" the SEC said.</p>\n<p>Some theories were off. One reason GameStop generated so much attention was because it fit a compelling David versus Goliath narrative, in which a band of renegade traders coordinating on platforms like Reddit successfully took on big hedge funds that had placed bets against GameStop. When the company's share price rose dramatically, those hedge funds allegedly had to buy stock in the company to cover their positions, triggering even bigger gains.</p>\n<p>That did happen. But the SEC found that \"such buying was a small fraction of overall buy volume,\" and that it was \"positive sentiment, not the buying-to-cover, that sustained the weeks-long price appreciation of GameStop stock.\"</p>\n<p>Robinhood is under the microscope. The SEC thinks regulators should take a closer look at how popular trading apps function. That could put pressure on the company, which went public in July.</p>\n<p>\"Consideration should be given to whether game-like features and celebratory animations that are likely intended to create positive feedback from trading lead investors to trade more than they would otherwise,\" the report said.</p>\n<p>The SEC also said the practice at the center of Robinhood's business model, known as \"payment for order flow,\" could compel the company to find \"novel ways to increase customer trading.\"</p>\n<p>When an investor places an order to buy a stock on its app, Robinhood routes the order to a market maker like Citadel Securities, which then handles execution — and pays Robinhood for that privilege. SEC Chair Gary Gensler has previously indicated he's skeptical of payment for order flow.</p>\n<p>Big picture: The report didn't include specific policy recommendations. But it could help Gensler's SEC eventually make changes to how markets function.</p>\n<p>\"January's events gave us an opportunity to consider how we can further our efforts to make the equity markets as fair, orderly and efficient as possible,\" Gensler, who was nominated by President Joe Biden, said in a statement Monday.</p>\n<p>But SEC Commissioners Hester Peirce and Elad Roisman, who are Republican appointees, said in a separate statement that the report went too far.</p>\n<p>\"In the wake of an anomalous market event, it can be tempting to identify a convenient scapegoat and leverage the event to pursue regulatory actions without regard to the factual record,\" they said, adding that the report, \"finds no causal connection between the meme stock volatility\" and a practice such as payment for order flow \"that has drawn recent popular attention.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What actually happened during GameStop mania?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat actually happened during GameStop mania?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-20 11:19 GMT+8 <a href=https://edition.cnn.com/2021/10/19/investing/premarket-stocks-trading/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>London (CNN Business) - In late January, there was one question on the minds of investors: How did a struggling mall-based video game retailer became Wall Street's hottest stock, seemingly overnight?\n...</p>\n\n<a href=\"https://edition.cnn.com/2021/10/19/investing/premarket-stocks-trading/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://edition.cnn.com/2021/10/19/investing/premarket-stocks-trading/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123194504","content_text":"London (CNN Business) - In late January, there was one question on the minds of investors: How did a struggling mall-based video game retailer became Wall Street's hottest stock, seemingly overnight?\nNow, after months of research, the industry's top regulator has answers — and its findings could pave the way for major reforms to how financial markets function as amateur traders remain a powerful force.\nWhat's happening: The US Securities and Exchange Commission just released a44-page reportexaminingGameStop(GME)mania, the early 2021 phenomenon in which the company's shares, plugged by enthusiasts on social media, rocketed about 2,700% in a matter of weeks.\nOther companies, including movie theater chain AMC Entertainment(AMC), electronics company Koss(KOSS) and clothing chain Express(EXPR), also logged astronomical gains as online hype reached a fever pitch.\nThe report is full of interesting findings about the so-called \"meme stock\" craze. Here are some of the highlights.\nIt really was wild.The SEC found that the number of unique accounts trading GameStop on a given day rose to nearly 900,000 by Jan. 27, up from fewer than 10,000 at the beginning of the month.\nAnd the volume of stock changing hands was massive. Between Jan. 13 and Jan. 29, an average of 100 million GameStop shares were traded per day, up 1,400% from the 2020 average.\nThe action wasn't just limited to GameStop. More than 100 stocks \"experienced large price moves or increased trading volume that significantly exceeded broader market movements,\" the SEC said.\nSome theories were off. One reason GameStop generated so much attention was because it fit a compelling David versus Goliath narrative, in which a band of renegade traders coordinating on platforms like Reddit successfully took on big hedge funds that had placed bets against GameStop. When the company's share price rose dramatically, those hedge funds allegedly had to buy stock in the company to cover their positions, triggering even bigger gains.\nThat did happen. But the SEC found that \"such buying was a small fraction of overall buy volume,\" and that it was \"positive sentiment, not the buying-to-cover, that sustained the weeks-long price appreciation of GameStop stock.\"\nRobinhood is under the microscope. The SEC thinks regulators should take a closer look at how popular trading apps function. That could put pressure on the company, which went public in July.\n\"Consideration should be given to whether game-like features and celebratory animations that are likely intended to create positive feedback from trading lead investors to trade more than they would otherwise,\" the report said.\nThe SEC also said the practice at the center of Robinhood's business model, known as \"payment for order flow,\" could compel the company to find \"novel ways to increase customer trading.\"\nWhen an investor places an order to buy a stock on its app, Robinhood routes the order to a market maker like Citadel Securities, which then handles execution — and pays Robinhood for that privilege. SEC Chair Gary Gensler has previously indicated he's skeptical of payment for order flow.\nBig picture: The report didn't include specific policy recommendations. But it could help Gensler's SEC eventually make changes to how markets function.\n\"January's events gave us an opportunity to consider how we can further our efforts to make the equity markets as fair, orderly and efficient as possible,\" Gensler, who was nominated by President Joe Biden, said in a statement Monday.\nBut SEC Commissioners Hester Peirce and Elad Roisman, who are Republican appointees, said in a separate statement that the report went too far.\n\"In the wake of an anomalous market event, it can be tempting to identify a convenient scapegoat and leverage the event to pursue regulatory actions without regard to the factual record,\" they said, adding that the report, \"finds no causal connection between the meme stock volatility\" and a practice such as payment for order flow \"that has drawn recent popular attention.\"","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827172735,"gmtCreate":1634437731915,"gmtModify":1634437732111,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/827172735","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863177652,"gmtCreate":1632369037776,"gmtModify":1632800853589,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/863177652","repostId":"2169650271","repostType":4,"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898054672,"gmtCreate":1628464785896,"gmtModify":1633747081404,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898054672","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":871893675,"gmtCreate":1637046726703,"gmtModify":1637046726703,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/871893675","repostId":"2183607933","repostType":4,"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855796208,"gmtCreate":1635398500978,"gmtModify":1635398501079,"author":{"id":"4089459519603980","authorId":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089459519603980","authorIdStr":"4089459519603980"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/855796208","repostId":"1120494800","repostType":4,"repost":{"id":"1120494800","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1635387959,"share":"https://www.laohu8.com/m/news/1120494800?lang=&edition=full","pubTime":"2021-10-28 10:25","market":"us","language":"en","title":"4 Ways Hertz Is Creating Value For Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1120494800","media":"Benzinga","summary":"Tesla Inc shares rallied once again on Wednesday after ridesharing giant Uber Technologies Inc announced a new partnership with Hertz Global Holdings Inc to offer 50,000 Tesla rentals to U.S. drivers.On Tuesday, Colas said at first glance, the market’s reaction to Hertz’s order of 100,000 Tesla Model 3s may be surprising to investors who remember when General Motors Company,Ford Motor Company and other auto companies owned Hertz,Avis Budget Group Inc. and other rental companies, which created ve","content":"<p><b>Tesla Inc</b>(NASDAQ:TSLA) shares rallied once again on Wednesday after ridesharing giant <b>Uber Technologies Inc</b>(NYSE:UBER) announced a new partnership with <b>Hertz Global Holdings Inc</b>(OTC:HTZZ) to offer 50,000 Tesla rentals to U.S. drivers.</p>\n<p>The latest Uber news is one of several ways Tesla’s partnership with Hertz is creating value for the electric vehicle pioneer, according to DataTrek Research co-founder Nicholas Colas.</p>\n<p>On Tuesday, Colas said at first glance, the market’s reaction to Hertz’s order of 100,000 Tesla Model 3s may be surprising to investors who remember when <b>General Motors Company</b>,<b>Ford Motor Company</b> and other auto companies owned Hertz,<b>Avis Budget Group Inc.</b> and other rental companies, which created very little value for shareholders. However, Colas said there are at least our reasons why the Hertz deal is boosting Tesla’s stock.</p>\n<p><b>4 Reasons The Stock Is Moving:</b>First, despite its $1 trillion valuation,<b>Tesla’s business is still relatively small</b> compared to Ford, GM and others. Colas said the 100,000 vehicle orders will lock up a significant portion of Tesla’s production in the next year at a high-margin selling price of $42,000 per vehicle.</p>\n<p>Second, the <b>partnership with Hertz will allow car renters to get behind the wheel of a Tesla for the first time</b>. These rentals can essentially serve as test drives that may convince more people to buy the cars, Colas said.</p>\n<p>Third,<b>Hertz’s large national network of locations could be helpful</b> as Tesla grows its number of charging stations. Colas said Hertz’s airport locations may be particularly convenient locations for business travelers to leave their cars to charge when they are out of town.</p>\n<p>Finally, Colas said Hertz and other rental car companies missed the boat on ridesharing disruption, but <b>partnering with Tesla and other next-generation auto tech companies can help rental companies make sure they are well-positioned for the next major disruptor: autonomous vehicles</b>.</p>\n<p>“Tesla/Hertz is a fascinating case study in how new and old industries still need each other to maximize the impact of disruptive technologies on the one hand and leverage that same technology to remake a stale business model on the other,” Colas said.</p>\n<p><b>Benzinga’s Take:</b>With business booming, the only question mark these days when it comes to Tesla is its valuation. Tesla shares trade at 20.9 times sales, more than double the multiple of all the other trillion-dollar S&P 500 tech companies other than <b>Microsoft Corporation</b> (13.9).</p>\n<p>Read:<a href=\"https://laohu8.com/NW/1127302287\" target=\"_blank\">Tesla Lands A Massive Deal And Breaks $1 Trillion: Are Shares A Buy?</a></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>4 Ways Hertz Is Creating Value For Tesla</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 Ways Hertz Is Creating Value For Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-10-28 10:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Tesla Inc</b>(NASDAQ:TSLA) shares rallied once again on Wednesday after ridesharing giant <b>Uber Technologies Inc</b>(NYSE:UBER) announced a new partnership with <b>Hertz Global Holdings Inc</b>(OTC:HTZZ) to offer 50,000 Tesla rentals to U.S. drivers.</p>\n<p>The latest Uber news is one of several ways Tesla’s partnership with Hertz is creating value for the electric vehicle pioneer, according to DataTrek Research co-founder Nicholas Colas.</p>\n<p>On Tuesday, Colas said at first glance, the market’s reaction to Hertz’s order of 100,000 Tesla Model 3s may be surprising to investors who remember when <b>General Motors Company</b>,<b>Ford Motor Company</b> and other auto companies owned Hertz,<b>Avis Budget Group Inc.</b> and other rental companies, which created very little value for shareholders. However, Colas said there are at least our reasons why the Hertz deal is boosting Tesla’s stock.</p>\n<p><b>4 Reasons The Stock Is Moving:</b>First, despite its $1 trillion valuation,<b>Tesla’s business is still relatively small</b> compared to Ford, GM and others. Colas said the 100,000 vehicle orders will lock up a significant portion of Tesla’s production in the next year at a high-margin selling price of $42,000 per vehicle.</p>\n<p>Second, the <b>partnership with Hertz will allow car renters to get behind the wheel of a Tesla for the first time</b>. These rentals can essentially serve as test drives that may convince more people to buy the cars, Colas said.</p>\n<p>Third,<b>Hertz’s large national network of locations could be helpful</b> as Tesla grows its number of charging stations. Colas said Hertz’s airport locations may be particularly convenient locations for business travelers to leave their cars to charge when they are out of town.</p>\n<p>Finally, Colas said Hertz and other rental car companies missed the boat on ridesharing disruption, but <b>partnering with Tesla and other next-generation auto tech companies can help rental companies make sure they are well-positioned for the next major disruptor: autonomous vehicles</b>.</p>\n<p>“Tesla/Hertz is a fascinating case study in how new and old industries still need each other to maximize the impact of disruptive technologies on the one hand and leverage that same technology to remake a stale business model on the other,” Colas said.</p>\n<p><b>Benzinga’s Take:</b>With business booming, the only question mark these days when it comes to Tesla is its valuation. Tesla shares trade at 20.9 times sales, more than double the multiple of all the other trillion-dollar S&P 500 tech companies other than <b>Microsoft Corporation</b> (13.9).</p>\n<p>Read:<a href=\"https://laohu8.com/NW/1127302287\" target=\"_blank\">Tesla Lands A Massive Deal And Breaks $1 Trillion: Are Shares A Buy?</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HTZZ":"Hertz Global Holdings, Inc.","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120494800","content_text":"Tesla Inc(NASDAQ:TSLA) shares rallied once again on Wednesday after ridesharing giant Uber Technologies Inc(NYSE:UBER) announced a new partnership with Hertz Global Holdings Inc(OTC:HTZZ) to offer 50,000 Tesla rentals to U.S. drivers.\nThe latest Uber news is one of several ways Tesla’s partnership with Hertz is creating value for the electric vehicle pioneer, according to DataTrek Research co-founder Nicholas Colas.\nOn Tuesday, Colas said at first glance, the market’s reaction to Hertz’s order of 100,000 Tesla Model 3s may be surprising to investors who remember when General Motors Company,Ford Motor Company and other auto companies owned Hertz,Avis Budget Group Inc. and other rental companies, which created very little value for shareholders. However, Colas said there are at least our reasons why the Hertz deal is boosting Tesla’s stock.\n4 Reasons The Stock Is Moving:First, despite its $1 trillion valuation,Tesla’s business is still relatively small compared to Ford, GM and others. Colas said the 100,000 vehicle orders will lock up a significant portion of Tesla’s production in the next year at a high-margin selling price of $42,000 per vehicle.\nSecond, the partnership with Hertz will allow car renters to get behind the wheel of a Tesla for the first time. These rentals can essentially serve as test drives that may convince more people to buy the cars, Colas said.\nThird,Hertz’s large national network of locations could be helpful as Tesla grows its number of charging stations. Colas said Hertz’s airport locations may be particularly convenient locations for business travelers to leave their cars to charge when they are out of town.\nFinally, Colas said Hertz and other rental car companies missed the boat on ridesharing disruption, but partnering with Tesla and other next-generation auto tech companies can help rental companies make sure they are well-positioned for the next major disruptor: autonomous vehicles.\n“Tesla/Hertz is a fascinating case study in how new and old industries still need each other to maximize the impact of disruptive technologies on the one hand and leverage that same technology to remake a stale business model on the other,” Colas said.\nBenzinga’s Take:With business booming, the only question mark these days when it comes to Tesla is its valuation. Tesla shares trade at 20.9 times sales, more than double the multiple of all the other trillion-dollar S&P 500 tech companies other than Microsoft Corporation (13.9).\nRead:Tesla Lands A Massive Deal And Breaks $1 Trillion: Are Shares A Buy?","news_type":1,"symbols_score_info":{"HTZZ":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}