Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year_老虎社区_美港股上老虎

Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year

CNBC2021-06-05

Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually. After getting trounced in...

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336

LimLS
·2021-06-06
More like sector rotation in play. The disruptors had flew up high in 2020. Now's it's the turn for others to catch up as investors cash out their profits and seek for safety
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- Goodmeng:
  Always like this
  2021-06-07
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eric2310
·2021-06-06
Buy both legacy and disruptive company stocks 🤣🤣🤣🤣🤣
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1
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Kel9670ong
·2021-06-06
What does this imply?
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Yuanecute
·2021-06-06
how long to wait.like and comment pls
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2
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- 2a3734f4:
  Sure thing
  2021-06-07
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sugizoi4u
·2021-06-06
This is temporary. If high growth is needed, investing in legacy companies is not the right way.
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3
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- Kel9670ong:
  a balanced investment strategy will fix the plan
  2021-06-06
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Monching
·2021-06-06
Nice direction
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点赞
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Moonwalker
·2021-06-06
Buy Ford to the Moon
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2
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rsaje
·2021-06-06
Like and comment please
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2
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- Acella:
  😀
  2021-06-06
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Bbloh
·2021-06-06
Like n comment pls
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2
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- Jiawei725:
  Haiz
  2021-06-06
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Wei90
·2021-06-06
Please like and comment. Thanks
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4
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- Wei90:
  Done
  2021-06-07
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- hohok:
  ok
  2021-06-06
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Tan123
·2021-06-06
too early to say who's having the last laugh
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- Vincewjs:
  exactly
  2021-06-06
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- Tan123:
  thx
  2021-06-07
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我i168
·2021-06-06
The story of 🐇 and 🐢 competition. 🐢 steady, 🐇 super fast...who wins at the end?[Cool]
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- Mr小白:
  [开心]
  2021-06-06
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- ming22:
  [强]
  2021-06-07
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zhangming
·2021-06-06
Like and comment thanks
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- KSG:
  Reply please
  2021-06-06
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- JeremyKok:
  hi. please like and comment back. thank you.
  2021-06-06
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PurpleBarley
·2021-06-06
Pls like and comment
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4
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- zhangming:
  reply please
  2021-06-06
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- PurpleBarley:
  Ok
  2021-06-06
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- JeremyKok:
  hi. please like and comment back. thank you.
  2021-06-06
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Juliusjuliet
·2021-06-06
Comment and like please
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3
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- KSG:
  Ok Reply pls
  2021-06-06
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- PurpleBarley:
  Pls comment back
  2021-06-06
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- JeremyKok:
  hi. please like and comment back. thank you.
  2021-06-06
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1PerCentClub
·2021-06-06
Up up up
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- SLabcd:
  Great
  2021-06-06
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- Juliusjuliet:
  Hello
  2021-06-06
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JCai
·2021-06-06
Like and comment pls
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6
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- Singman:
  pls like me too.
  2021-06-06
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- PurpleBarley:
  Pls comment back
  2021-06-06
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- JeremyKok:
  hi. please like and comment back. thank you.
  2021-06-06
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Onz0
·2021-06-06
[Smile]
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3
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TerenceD
·2021-06-06
That’s awesome 👏
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2
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- TerenceD:
  [Smile]
  2021-06-06
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Kelvinphan
·2021-06-06
Like & comment
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5
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- ktcw:
  done, please reply
  2021-06-06
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- Kelvinphan:
  Thanks
  2021-06-06
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- JeremyKok:
  hi. please like and comment back. thank you.
  2021-06-06
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Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"WMT","symbol_name":"沃尔玛","start_time":0,"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","article_id":"1119588401","we_media_id":null,"thumbnails":[],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.ArticleHeader-headline{#titleStyle#}a{#lv2TextColor#}.ArticleHeader-time, .Author-authorNameAndSocial a{#sourceStyle#;}","selectors":".PageBuilder-pageWrapper","filters":".ArticleHeader-eyebrow, .RelatedTags-relatedTags","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","pubTimestamp":1622854800,"columns":[],"sourceInfo":{"source_id":"cnbc_highlight","name":"CNBC"},"weMediaInfo":null,"summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","collect":0,"end_time":0,"defaultTopTitle":"cnbc.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"translate_title":"蓝筹股的复仇：传统股票的股价今年击败了他们的颠覆者","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"DIS":0.9,"F":0.9,"GS":0.9,"WMT":0.9},"content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"},"commentList":[{"id":115116612,"gmtCreate":1622958327936,"gmtModify":1634096570945,"author":{"id":"3572923586954779","authorId":"3572923586954779","name":"LimLS","avatar":"https://static.tigerbbs.com/217b03b0c4808fb537070ba4e8f9d83f","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3572923586954779","authorIdStr":"3572923586954779"},"htmlText":"More like sector rotation in play. The disruptors had flew up high in 2020. Now's it's the turn for others to catch up as investors cash out their profits and&nbsp;seek for safety","listText":"More like sector rotation in play. The disruptors had flew up high in 2020. Now's it's the turn for others to catch up as investors cash out their profits and&nbsp;seek for safety","text":"More like sector rotation in play. The disruptors had flew up high in 2020. Now's it's the turn for others to catch up as investors cash out their profits and seek for safety","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/115116612","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4607552,"gmtCreate":1623025406901,"gmtModify":1635334466841,"authorId":3575588910593021,"author":{"id":3575588910593021,"idStr":"3575588910593021","authorId":3575588910593021,"name":"Goodmeng","avatar":"https://static.tigerbbs.com/96dc060537e6112d51026eaa7dd4db92","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115116612,"type":1,"supId":0,"prevId":0,"content":"Always like this ","text":"Always like this ","html":"Always like this "}],"langContent":"EN"},{"id":115327003,"gmtCreate":1622952867302,"gmtModify":1634096626067,"author":{"id":"3573517018703441","authorId":"3573517018703441","name":"eric2310","avatar":"https://static.tigerbbs.com/d6432851eb664289ccea1dd1a731e5ed","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3573517018703441","authorIdStr":"3573517018703441"},"htmlText":"Buy both legacy and disruptive company stocks 🤣🤣🤣🤣🤣","listText":"Buy both legacy and disruptive company stocks 🤣🤣🤣🤣🤣","text":"Buy both legacy and disruptive company stocks 🤣🤣🤣🤣🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115327003","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":115382321,"gmtCreate":1622951884563,"gmtModify":1634096647164,"author":{"id":"3578468158955348","authorId":"3578468158955348","name":"Kel9670ong","avatar":"https://static.tigerbbs.com/bd86c42e207fbd94e7f8877a29457d71","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3578468158955348","authorIdStr":"3578468158955348"},"htmlText":"What does this imply?&nbsp;","listText":"What does this imply?&nbsp;","text":"What does this imply?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115382321","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":115315772,"gmtCreate":1622951165996,"gmtModify":1631893879598,"author":{"id":"3583210195403389","authorId":"3583210195403389","name":"Yuanecute","avatar":"https://static.tigerbbs.com/b16771be0bfff1b89dc4e942803ce2c2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3583210195403389","authorIdStr":"3583210195403389"},"htmlText":"how long to wait.like and comment pls","listText":"how long to wait.like and comment pls","text":"how long to wait.like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/115315772","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4607957,"gmtCreate":1623026741010,"gmtModify":1631893879597,"authorId":3584420866475715,"author":{"id":3584420866475715,"idStr":"3584420866475715","authorId":3584420866475715,"name":"2a3734f4","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115315772,"type":1,"supId":0,"prevId":0,"content":"Sure <u>thing</u>","text":"Sure <u>thing</u>","html":"Sure <u>thing</u>"}],"langContent":"EN"},{"id":115333989,"gmtCreate":1622950127641,"gmtModify":1634096668884,"author":{"id":"3580348004146675","authorId":"3580348004146675","name":"sugizoi4u","avatar":"https://static.tigerbbs.com/c7f987f771f67981d200c8f1cd598c70","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3580348004146675","authorIdStr":"3580348004146675"},"htmlText":"This is temporary. If high growth is needed, investing in&nbsp;legacy companies is&nbsp;not the right way.","listText":"This is temporary. If high growth is needed, investing in&nbsp;legacy companies is&nbsp;not the right way.","text":"This is temporary. If high growth is needed, investing in legacy companies is not the right way.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/115333989","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4599637,"gmtCreate":1622951934548,"gmtModify":1635335275491,"authorId":3578468158955348,"author":{"id":3578468158955348,"idStr":"3578468158955348","authorId":3578468158955348,"name":"Kel9670ong","avatar":"https://static.tigerbbs.com/bd86c42e207fbd94e7f8877a29457d71","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115333989,"type":1,"supId":0,"prevId":0,"content":"a balanced investment strategy will fix the plan","text":"a balanced investment strategy will fix the plan","html":"a balanced investment strategy will fix the plan"}],"langContent":"EN"},{"id":115970163,"gmtCreate":1622948414652,"gmtModify":1634096696442,"author":{"id":"3581767141779758","authorId":"3581767141779758","name":"Monching","avatar":"https://static.tigerbbs.com/815eb9eaaae7adc0b9e3fefbb34eea00","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581767141779758","authorIdStr":"3581767141779758"},"htmlText":"Nice direction","listText":"Nice direction","text":"Nice direction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115970163","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":115968172,"gmtCreate":1622946685396,"gmtModify":1631885343331,"author":{"id":"3578144431053530","authorId":"3578144431053530","name":"Moonwalker","avatar":"https://static.tigerbbs.com/09c444fbe99e3975f4bc242d4d531918","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3578144431053530","authorIdStr":"3578144431053530"},"htmlText":"Buy Ford to the Moon&nbsp;","listText":"Buy Ford to the Moon&nbsp;","text":"Buy Ford to the Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115968172","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":115900321,"gmtCreate":1622944698763,"gmtModify":1634096776868,"author":{"id":"3579596992743233","authorId":"3579596992743233","name":"rsaje","avatar":"https://static.tigerbbs.com/0a2a15d8b3af15a33dda43a5e023aa8f","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3579596992743233","authorIdStr":"3579596992743233"},"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/115900321","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4598083,"gmtCreate":1622945671269,"gmtModify":1635335443467,"authorId":3563150446821026,"author":{"id":3563150446821026,"idStr":"3563150446821026","authorId":3563150446821026,"name":"Acella","avatar":"https://static.tigerbbs.com/2712c4bb0bfbec4d2773e012189db3bc","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115900321,"type":1,"supId":0,"prevId":0,"content":"😀","text":"😀","html":"😀"}],"langContent":"EN"},{"id":115053683,"gmtCreate":1622942889842,"gmtModify":1634096797739,"author":{"id":"3576451483053184","authorId":"3576451483053184","name":"Bbloh","avatar":"https://static.tigerbbs.com/e3242b5b662e707b1a33137bbe4c8494","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576451483053184","authorIdStr":"3576451483053184"},"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/115053683","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4597313,"gmtCreate":1622943155571,"gmtModify":1635335523063,"authorId":3577406641882569,"author":{"id":3577406641882569,"idStr":"3577406641882569","authorId":3577406641882569,"name":"Jiawei725","avatar":"https://static.tigerbbs.com/fc32f06022a6e1549c64fe656636920e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115053683,"type":1,"supId":0,"prevId":0,"content":"Haiz","text":"Haiz","html":"Haiz"}],"langContent":"EN"},{"id":115087507,"gmtCreate":1622941542509,"gmtModify":1631892521108,"author":{"id":"3576820250820425","authorId":"3576820250820425","name":"Wei90","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576820250820425","authorIdStr":"3576820250820425"},"htmlText":"Please like and comment. Thanks&nbsp;","listText":"Please like and comment. Thanks&nbsp;","text":"Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/115087507","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4613443,"gmtCreate":1623047739866,"gmtModify":1631892521121,"authorId":3576820250820425,"author":{"id":3576820250820425,"idStr":"3576820250820425","authorId":3576820250820425,"name":"Wei90","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115087507,"type":1,"supId":0,"prevId":0,"content":"<u>Done</u>","text":"<u>Done</u>","html":"<u>Done</u>"},{"id":4597247,"gmtCreate":1622942846697,"gmtModify":1631892521110,"authorId":3581844295426037,"author":{"id":3581844295426037,"idStr":"3581844295426037","authorId":3581844295426037,"name":"hohok","avatar":"https://static.tigerbbs.com/b9ae72338572431c58f911b40ae0f930","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115087507,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"EN"},{"id":115011289,"gmtCreate":1622940673441,"gmtModify":1634096831525,"author":{"id":"3575263084566569","authorId":"3575263084566569","name":"Tan123","avatar":"https://static.tigerbbs.com/f62a61b3de783a68b73436f05185453a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3575263084566569","authorIdStr":"3575263084566569"},"htmlText":"too early to say who's having the last laugh&nbsp;","listText":"too early to say who's having the last laugh&nbsp;","text":"too early to say who's having the last laugh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/115011289","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4597364,"gmtCreate":1622943387579,"gmtModify":1635335517610,"authorId":3580530961144265,"author":{"id":3580530961144265,"idStr":"3580530961144265","authorId":3580530961144265,"name":"Vincewjs","avatar":"https://static.tigerbbs.com/b82f615cebf44420a077b013694f231d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115011289,"type":1,"supId":0,"prevId":0,"content":"exactly","text":"exactly","html":"exactly"},{"id":4605012,"gmtCreate":1622995363172,"gmtModify":1635334727847,"authorId":3575263084566569,"author":{"id":3575263084566569,"idStr":"3575263084566569","authorId":3575263084566569,"name":"Tan123","avatar":"https://static.tigerbbs.com/f62a61b3de783a68b73436f05185453a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115011289,"type":1,"supId":4597364,"prevId":0,"content":"<u>thx</u>","text":"<u>thx</u>","html":"<u>thx</u>"}],"langContent":"EN"},{"id":115036890,"gmtCreate":1622940070610,"gmtModify":1622941262003,"author":{"id":"3563873670221480","authorId":"3563873670221480","name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3563873670221480","authorIdStr":"3563873670221480"},"htmlText":"The story of 🐇 and&nbsp;🐢 competition. 🐢 steady, 🐇 super fast...who wins at the&nbsp;end?[Cool]&nbsp;","listText":"The story of 🐇 and&nbsp;🐢 competition. 🐢 steady, 🐇 super fast...who wins at the&nbsp;end?[Cool]&nbsp;","text":"The story of 🐇 and 🐢 competition. 🐢 steady, 🐇 super fast...who wins at the end?[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/115036890","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4596981,"gmtCreate":1622941859865,"gmtModify":1635335558901,"authorId":3561677110311504,"author":{"id":3561677110311504,"idStr":"3561677110311504","authorId":3561677110311504,"name":"Mr小白","avatar":"https://static.tigerbbs.com/6254bbf8c65e8c668db8db59c22ae5d7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115036890,"type":1,"supId":0,"prevId":0,"content":"[开心]","text":"[开心]","html":"[开心]"},{"id":4609153,"gmtCreate":1623029735236,"gmtModify":1635334287597,"authorId":3571044771112848,"author":{"id":3571044771112848,"idStr":"3571044771112848","authorId":3571044771112848,"name":"ming22","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115036890,"type":1,"supId":0,"prevId":0,"content":"[强]","text":"[强]","html":"[强]"}],"langContent":"EN"},{"id":115038613,"gmtCreate":1622940007032,"gmtModify":1634096839800,"author":{"id":"3582333701245743","authorId":"3582333701245743","name":"zhangming","avatar":"https://static.tigerbbs.com/b068e93dada633a2bbb6c31bd21743c2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3582333701245743","authorIdStr":"3582333701245743"},"htmlText":"Like and comment thanks","listText":"Like and comment thanks","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/115038613","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4596621,"gmtCreate":1622940435063,"gmtModify":1635335597606,"authorId":3572953815262958,"author":{"id":3572953815262958,"idStr":"3572953815262958","authorId":3572953815262958,"name":"KSG","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115038613,"type":1,"supId":0,"prevId":0,"content":"Reply please","text":"Reply please","html":"Reply please"},{"id":4596807,"gmtCreate":1622941188312,"gmtModify":1635335577631,"authorId":3567307840510045,"author":{"id":3567307840510045,"idStr":"3567307840510045","authorId":3567307840510045,"name":"JeremyKok","avatar":"https://static.tigerbbs.com/01b03a485f83b6b2615fad8ac9b87bf4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115038613,"type":1,"supId":0,"prevId":0,"content":"hi. please like and comment back. thank you.","text":"hi. please like and comment back. thank you.","html":"hi. please like and comment back. thank you."}],"langContent":"EN"},{"id":115031829,"gmtCreate":1622939957361,"gmtModify":1634096841003,"author":{"id":"3581720974353046","authorId":"3581720974353046","name":"PurpleBarley","avatar":"https://static.tigerbbs.com/7b619bf28995c983138e1763a8056a56","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581720974353046","authorIdStr":"3581720974353046"},"htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/115031829","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4596527,"gmtCreate":1622939994490,"gmtModify":1635335607653,"authorId":3582333701245743,"author":{"id":3582333701245743,"idStr":"3582333701245743","authorId":3582333701245743,"name":"zhangming","avatar":"https://static.tigerbbs.com/b068e93dada633a2bbb6c31bd21743c2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115031829,"type":1,"supId":0,"prevId":0,"content":"reply please","text":"reply please","html":"reply please"},{"id":4596535,"gmtCreate":1622940022849,"gmtModify":1635335606789,"authorId":3581720974353046,"author":{"id":3581720974353046,"idStr":"3581720974353046","authorId":3581720974353046,"name":"PurpleBarley","avatar":"https://static.tigerbbs.com/7b619bf28995c983138e1763a8056a56","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115031829,"type":1,"supId":4596527,"prevId":0,"content":"<u>Ok</u>","text":"<u>Ok</u>","html":"<u>Ok</u>"},{"id":4596816,"gmtCreate":1622941208705,"gmtModify":1635335577125,"authorId":3567307840510045,"author":{"id":3567307840510045,"idStr":"3567307840510045","authorId":3567307840510045,"name":"JeremyKok","avatar":"https://static.tigerbbs.com/01b03a485f83b6b2615fad8ac9b87bf4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115031829,"type":1,"supId":0,"prevId":0,"content":"hi. please like and comment back. thank you.","text":"hi. please like and comment back. thank you.","html":"hi. please like and comment back. thank you."},{"id":4604183,"gmtCreate":1622988077267,"gmtModify":1635334805923,"authorId":3581720974353046,"author":{"id":3581720974353046,"idStr":"3581720974353046","authorId":3581720974353046,"name":"PurpleBarley","avatar":"https://static.tigerbbs.com/7b619bf28995c983138e1763a8056a56","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115031829,"type":1,"supId":4596816,"prevId":0,"content":"<u>Okay</u>","text":"<u>Okay</u>","html":"<u>Okay</u>"}],"langContent":"EN"},{"id":115098220,"gmtCreate":1622939276360,"gmtModify":1634096848819,"author":{"id":"3575157367857382","authorId":"3575157367857382","name":"Juliusjuliet","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3575157367857382","authorIdStr":"3575157367857382"},"htmlText":"Comment and like please","listText":"Comment and like please","text":"Comment and like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/115098220","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4596432,"gmtCreate":1622939435344,"gmtModify":1635335617529,"authorId":3572953815262958,"author":{"id":3572953815262958,"idStr":"3572953815262958","authorId":3572953815262958,"name":"KSG","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115098220,"type":1,"supId":0,"prevId":0,"content":"Ok  Reply pls","text":"Ok  Reply pls","html":"Ok  Reply pls"},{"id":4596524,"gmtCreate":1622939974979,"gmtModify":1635335608028,"authorId":3581720974353046,"author":{"id":3581720974353046,"idStr":"3581720974353046","authorId":3581720974353046,"name":"PurpleBarley","avatar":"https://static.tigerbbs.com/7b619bf28995c983138e1763a8056a56","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115098220,"type":1,"supId":0,"prevId":0,"content":"Pls comment back","text":"Pls comment back","html":"Pls comment back"},{"id":4596826,"gmtCreate":1622941241134,"gmtModify":1635335576112,"authorId":3567307840510045,"author":{"id":3567307840510045,"idStr":"3567307840510045","authorId":3567307840510045,"name":"JeremyKok","avatar":"https://static.tigerbbs.com/01b03a485f83b6b2615fad8ac9b87bf4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":115098220,"type":1,"supId":0,"prevId":0,"content":"hi. please like and comment back. thank you.","text":"hi. please like and comment back. thank you.","html":"hi. please like and comment back. thank you."}],"langContent":"EN"},{"id":112746748,"gmtCreate":1622937148984,"gmtModify":1634096873927,"author":{"id":"3574026189533561","authorId":"3574026189533561","name":"1PerCentClub","avatar":"https://static.tigerbbs.com/137535c7b4b589ca0f194fe3094266bf","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574026189533561","authorIdStr":"3574026189533561"},"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/112746748","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4596313,"gmtCreate":1622938759957,"gmtModify":1635335630555,"authorId":3561687131790412,"author":{"id":3561687131790412,"idStr":"3561687131790412","authorId":3561687131790412,"name":"SLabcd","avatar":"https://static.tigerbbs.com/ee729bc8a6e8b42e7c9da20e9bbab6b8","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":112746748,"type":1,"supId":0,"prevId":0,"content":"Great","text":"Great","html":"Great"},{"id":4596411,"gmtCreate":1622939290921,"gmtModify":1635335619764,"authorId":3575157367857382,"author":{"id":3575157367857382,"idStr":"3575157367857382","authorId":3575157367857382,"name":"Juliusjuliet","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":112746748,"type":1,"supId":0,"prevId":0,"content":"Hello","text":"Hello","html":"Hello"}],"langContent":"EN"},{"id":112749072,"gmtCreate":1622936757896,"gmtModify":1634096877758,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3574897713454581","authorIdStr":"3574897713454581"},"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/112749072","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4595908,"gmtCreate":1622936905499,"gmtModify":1635335672336,"authorId":3575125836760247,"author":{"id":3575125836760247,"idStr":"3575125836760247","authorId":3575125836760247,"name":"Singman","avatar":"https://static.tigerbbs.com/d770feb757705f2d631d2d5f381ae07b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":112749072,"type":1,"supId":0,"prevId":0,"content":"pls like me too.","text":"pls like me too.","html":"pls like me too."},{"id":4596526,"gmtCreate":1622939982172,"gmtModify":1635335607778,"authorId":3581720974353046,"author":{"id":3581720974353046,"idStr":"3581720974353046","authorId":3581720974353046,"name":"PurpleBarley","avatar":"https://static.tigerbbs.com/7b619bf28995c983138e1763a8056a56","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":112749072,"type":1,"supId":0,"prevId":0,"content":"Pls comment back","text":"Pls comment back","html":"Pls comment back"},{"id":4596837,"gmtCreate":1622941268749,"gmtModify":1635335574731,"authorId":3567307840510045,"author":{"id":3567307840510045,"idStr":"3567307840510045","authorId":3567307840510045,"name":"JeremyKok","avatar":"https://static.tigerbbs.com/01b03a485f83b6b2615fad8ac9b87bf4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":112749072,"type":1,"supId":0,"prevId":0,"content":"hi. please like and comment back. thank you.","text":"hi. please like and comment back. thank you.","html":"hi. please like and comment back. thank you."}],"langContent":"EN"},{"id":112721048,"gmtCreate":1622935295084,"gmtModify":1634096893199,"author":{"id":"3581756561831102","authorId":"3581756561831102","name":"Onz0","avatar":"https://static.tigerbbs.com/1a29b17997f45acab8adeb94cb9cc063","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3581756561831102","authorIdStr":"3581756561831102"},"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/112721048","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":112723691,"gmtCreate":1622935246913,"gmtModify":1634096893801,"author":{"id":"3573966231987456","authorId":"3573966231987456","name":"TerenceD","avatar":"https://static.tigerbbs.com/046d570a2a5c6793332b041c7628d5c3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3573966231987456","authorIdStr":"3573966231987456"},"htmlText":"That’s awesome 👏&nbsp;","listText":"That’s awesome 👏&nbsp;","text":"That’s awesome 👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/112723691","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4595609,"gmtCreate":1622935320063,"gmtModify":1635335703346,"authorId":3573966231987456,"author":{"id":3573966231987456,"idStr":"3573966231987456","authorId":3573966231987456,"name":"TerenceD","avatar":"https://static.tigerbbs.com/046d570a2a5c6793332b041c7628d5c3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":112723691,"type":1,"supId":0,"prevId":0,"content":"[Smile]","text":"[Smile]","html":"[Smile]"}],"langContent":"EN"},{"id":112782164,"gmtCreate":1622933353958,"gmtModify":1634096904738,"author":{"id":"3579053062900901","authorId":"3579053062900901","name":"Kelvinphan","avatar":"https://static.tigerbbs.com/dd87884547b7d5f0157a229e9ea4e890","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579053062900901","authorIdStr":"3579053062900901"},"htmlText":"Like &amp; comment&nbsp;","listText":"Like &amp; comment&nbsp;","text":"Like & comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/112782164","repostId":1119588401,"repostType":4,"repost":{"id":"1119588401","kind":"news","pubTimestamp":1622854800,"share":"https://www.laohu8.com/m/news/1119588401?lang=&edition=full","pubTime":"2021-06-05 09:00","market":"us","language":"en","title":"Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1119588401","media":"CNBC","summary":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.After getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.Shares of Ford are up nearly 82% this year, while Tesla’s stock ha","content":"<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Revenge of the blue chips: Shares of legacy stocks are beating their disruptors this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenge of the blue chips: Shares of legacy stocks are beating their disruptors this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯","F":"福特汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GS":"高盛","DIS":"迪士尼"},"source_url":"https://www.cnbc.com/2021/06/04/revenge-of-the-blue-chips-shares-of-legacy-stocks-are-beating-their-disruptors-this-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119588401","content_text":"Legacy companies are having the last laugh against their disruptor counterparts in 2021. Yet, Wall Street expects the innovation stocks will retake the lead again eventually.\nAfter getting trounced in recent years, incumbent stocks like Ford,Disney and Goldman Sachs are beating their competitors Tesla,Netflix and PayPal, respectively, this year. Big-box retailer Walmart is even neck and neck with e-commerce juggernautAmazonin 2021.\n\nShares of Ford are up nearly 82% this year, while Tesla’s stock has fallen about 15%. Goldman Sachs has rallied about 48% since January, and PayPal is up just 12%. Disney is down 2.7%, less than streaming giant Netflix, which is 8% in the red. Walmart has dipped 1.7% year to date. E-commerce giant Amazon, meanwhile, has fallen 2.15% in 2021.\nThe outperformance of the so-called incumbents comes amid a rotation this year out of growth stocks due to an inflation overhang, and how the Federal Reserve might respond to rising prices. Technology investors worry the central bank could roll back its easy policies and let interest rates rise. This would knock the growth sector, which relies heavily on borrowing money for cheap to fund long-term investments and innovations. Low rates also help make their high valuations more tolerable to investors.\n“As for the rotational part, a lot has to do with the direction of interest rates with up good for value, down good for growth,” Bleakley Advisory Group chief investment officer Peter Boockvar told CNBC.\nInvestors have also been rewarding stocks that benefit from the economic reopening. Investors expect people will buy cars, travel to Disney’s theme parks and start returning to in-person shopping as the Covid-19 vaccine rollout continues.\nBeating disruptors at their own game\nTesla — which popularized electric vehicles — is facing real competition in the space from the incumbents while juggling negative headlines of its own. The company also seems to be losing some of its grip on the hot EV market.\nFord popped 5% on Thursday after reporting that electric vehicle sales rose 184% year-over-year in May to 10,364 vehicles. The automaker said it has been receiving a “massive” number of reservations for its all-electric F-150 Lightning in the past two weeks, totaling over 70,000 trucks.\n“For Ford, they are impressing people with their EV rollout while Tesla backs off from its extreme valuation in the growth to value rotation,” Boockvar added.\nFord also unveiled Thursday a new compact pick up truck called Maverick, which Ford expects to go on sale by the end of the year. The company hopes the addition to its truck lineup will attract more West Coast customers.\nGoldman Sachs benefited from the rotation into value groups, like financials. The bank has gotten a boost from increasing capital markets activity, while PayPal’s market multiple gets questioned, Boockvar said.\nThe streaming wars between Disney and Netflix heated up this year, after Disney+ topped 100 million subscribers just 16 months after it launched. Meanwhile, Netflix saw a dramatic subscriber slowdown in the fiscal second quarter, missing estimates by more than 2 million subscribers.\nNetflix said the slowdown in subscriber numbers could be blamed on the ongoing coronavirus pandemic, which forced the company to delay some of its big-name shows and films. In turn, Disney is benefiting this year as its parks reopened following closures during the pandemic.\nLastly, the Walmart and Amazon battle is neck and neck. Both stocks are trading around the flatline for the year after impressive returns in 2020 (Amazon rose 76.3% and Walmart rallied 21.3%). Amazon was a major beneficiary of the pandemic, but Walmart adapted quickly and saw sales surge.\nWalmart reported last month strong grocery sales and e-commerce growth and raised its outlook for the year.\n“The Walmart vs. Amazon story is now an intense competitive battle,” Boockvar said.\nReversal ahead?\nDespite the first half’s underperformance, Wall Street is expecting its disruptor darlings to return to favor in the next year.\nAll of the so-called disruptors have average 12-month price targets well above their incumbent counterparts, according to FactSet.\n\nWall Street expects Ford to drop 7.1% in the next 12 months, while Tesla is forecast to gain 16.8%, according to the average analyst forecast collected by FactSet.\nPiper Sandler said the aforementioned headlines about Tesla losing EV market share is “more nuanced” than many investors appreciate, while keeping its $1,200 per share price target on the stock.\n“We still think investors should use sell-offs to build positions,” Piper Sandler senior research analyst Alexander Potter said.\nGoldman Sachs is estimated to gain a mere 1%, while PayPal is expected to rally 22% in the next year, FactSet data shows.\nLoop Capital Markets told clients despite PayPal’s stellar first quarter earnings and guidance raise, “the path forward seems even brighter,” analyst Kenneth Hill said.\n“We like the cadence of product development in the business and how that is translating to greater engagement and more consistent earnings growth,” he added. The firm has a $333 per share price target on PayPal’s stock.\nDisney is forecast to gain about 17.4% in the next 12 months, while Netflix is estimated to add 25.9% to its price, according to FactSet.\nStifel — which upgraded Netflix to buy after the streaming company’s earnings in April — expects Netflix to experience mid-teens revenue growth with rising operating margins and significant free cash flow generation.\n“We expect a 3- to-9 month period of working through the remaining COVID comp issues followed by a multi-year period in which the stock can compound at a rate consistent with revenue growth,” Stifel analyst Scott Devitt said.\nAnalysts see Walmart gaining 15.3% in a year, but Amazon is estimated to gain 33.6% in the next 12 months, per FactSet.\nMorgan Stanley — which has a $4,500 per share price target on Amazon — said that Amazon is prepping for a broad one-day shipping offering that will further shift the e-commerce goal posts and raise customer expectations.\n“Increased same-day expectations would only further raise the cost to compete within e-commerce and raise the value of AMZN’s growing in-house delivery network,” Morgan Stanley equity analyst Brian Nowak told clients.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4595521,"gmtCreate":1622934676230,"gmtModify":1635335712609,"authorId":3583010094291363,"author":{"id":3583010094291363,"idStr":"3583010094291363","authorId":3583010094291363,"name":"ktcw","avatar":"https://static.tigerbbs.com/a3e36ab40e4050fb2c6704581088947a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":112782164,"type":1,"supId":0,"prevId":0,"content":"done, please reply","text":"done, please reply","html":"done, please reply"},{"id":4595642,"gmtCreate":1622935522104,"gmtModify":1635335700026,"authorId":3579053062900901,"author":{"id":3579053062900901,"idStr":"3579053062900901","authorId":3579053062900901,"name":"Kelvinphan","avatar":"https://static.tigerbbs.com/dd87884547b7d5f0157a229e9ea4e890","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":112782164,"type":1,"supId":4595521,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"},{"id":4596851,"gmtCreate":1622941317852,"gmtModify":1635335573000,"authorId":3567307840510045,"author":{"id":3567307840510045,"idStr":"3567307840510045","authorId":3567307840510045,"name":"JeremyKok","avatar":"https://static.tigerbbs.com/01b03a485f83b6b2615fad8ac9b87bf4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":112782164,"type":1,"supId":0,"prevId":0,"content":"hi. please like and comment back. thank you.","text":"hi. please like and comment back. thank you.","html":"hi. please like and comment back. thank you."},{"id":4599673,"gmtCreate":1622952039553,"gmtModify":1635335272116,"authorId":3579053062900901,"author":{"id":3579053062900901,"idStr":"3579053062900901","authorId":3579053062900901,"name":"Kelvinphan","avatar":"https://static.tigerbbs.com/dd87884547b7d5f0157a229e9ea4e890","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":112782164,"type":1,"supId":4596851,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":336,"commentSize":88,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}