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WadeW
WadeW
·
2021-03-06
Join
$Castor Maritime, Inc.(CTRM)$
Senseonics plunged more than 9%<blockquote>Senseonics暴跌超9%</blockquote>
(March 5) Senseonics plunged more than 9%. Senseonics downgraded to underperform from market perform
Senseonics plunged more than 9%<blockquote>Senseonics暴跌超9%</blockquote>
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WadeW
WadeW
·
2021-03-04
$Lion-OCBC Sec HSTECH S$(HST.SI)$
will be up?
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WadeW
WadeW
·
2021-03-03
Excellent
$Castor Maritime, Inc.(CTRM)$
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WadeW
WadeW
·
2021-02-19
What about
$Gran Tierra(GTE)$
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WadeW
WadeW
·
2021-02-19
Come
$Castor Maritime, Inc.(CTRM)$
GameStop hearing challenges assumptions about rookie investors<blockquote>游戏驿站听证会挑战有关新手投资者的假设</blockquote>
Robinhood CEO Vlad Tenev discussed average account sizes and user demographics during a congressiona
GameStop hearing challenges assumptions about rookie investors<blockquote>游戏驿站听证会挑战有关新手投资者的假设</blockquote>
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WadeW
WadeW
·
2021-02-18
Lol comment for the sake of coin
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WadeW
WadeW
·
2021-02-18
Never consider bout
$Castor Maritime, Inc.(CTRM)$
[开心] [开心] [开心]
22 additional dividend stocks that Warren Buffett might consider buying<blockquote>沃伦·巴菲特可能考虑购买的22只额外股息股票</blockquote>
His Berkshire Hathaway conglomerate recently started buying shares of Verizon and Chevron — both hav
22 additional dividend stocks that Warren Buffett might consider buying<blockquote>沃伦·巴菲特可能考虑购买的22只额外股息股票</blockquote>
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WadeW
WadeW
·
2021-02-17
$Gran Tierra(GTE)$
yea boi
Is This Oil Rally The Start Of Something Much Bigger?<blockquote>这次油价上涨是更大事件的开始吗?</blockquote>
Commodities have rallied in recent months, outperforming equity indexes amid expectations of an econ
Is This Oil Rally The Start Of Something Much Bigger?<blockquote>这次油价上涨是更大事件的开始吗?</blockquote>
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WadeW
WadeW
·
2021-02-16
$Castor Maritime, Inc.(CTRM)$
正式起航了吗
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WadeW
WadeW
·
2021-02-15
$Gran Tierra(GTE)$
its time
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Senseonics downgraded to underperform from market perform","content":"<p>(March 5) Senseonics plunged more than 9%. </p><p><blockquote>(3月5日)Senseonics暴跌超9%。</blockquote></p><p>Senseonics downgraded to underperform from market perform at Raymond James.</p><p><blockquote>雷蒙德·詹姆斯(Raymond James)将Senseonics评级从市场表现下调至表现不佳。</blockquote></p><p>Senseonics Holdings, Inc. reported quarterly losses of $(0.41) per share. This is a 127.78 percent decrease over losses of $(0.18) per share from the same period last year. The company reported quarterly sales of $3.90 million which beat the analyst consensus estimate of $3.05 million by 27.87 percent. 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This is a 127.78 percent decrease over losses of $(0.18) per share from the same period last year. The company reported quarterly sales of $3.90 million which beat the analyst consensus estimate of $3.05 million by 27.87 percent. This is a 56.44 percent decrease over sales of $8.95 million the same period last year.</p><p><blockquote>Senseonics Holdings,Inc.报告季度亏损为每股0.41美元。与去年同期每股亏损(0.18)美元相比,减少了127.78%。该公司报告季度销售额为390万美元,比分析师普遍预期的305万美元高出27.87%。与去年同期895万美元的销售额相比,下降了56.44%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8692adfc74e9219bd4e30a757ad3a1dd\" tg-width=\"1050\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SENS":"Senseonics Holdings,Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116031861","content_text":"(March 5) Senseonics plunged more than 9%. Senseonics downgraded to underperform from market perform at Raymond James.Senseonics Holdings, Inc. reported quarterly losses of $(0.41) per share. This is a 127.78 percent decrease over losses of $(0.18) per share from the same period last year. The company reported quarterly sales of $3.90 million which beat the analyst consensus estimate of $3.05 million by 27.87 percent. This is a 56.44 percent decrease over sales of $8.95 million the same period last year.","news_type":1,"symbols_score_info":{"SENS":0.9}},"isVote":1,"tweetType":1,"viewCount":2314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364687045,"gmtCreate":1614848279787,"gmtModify":1703481886196,"author":{"id":"3574770700496796","authorId":"3574770700496796","name":"WadeW","avatar":"https://static.tigerbbs.com/515948ceeb9bc7c8764d485f743405e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574770700496796","idStr":"3574770700496796"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>will be up?","listText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>will be up?","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$will be up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364687045","repostId":"2116257515","repostType":4,"isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365470146,"gmtCreate":1614775677985,"gmtModify":1703480946423,"author":{"id":"3574770700496796","authorId":"3574770700496796","name":"WadeW","avatar":"https://static.tigerbbs.com/515948ceeb9bc7c8764d485f743405e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574770700496796","idStr":"3574770700496796"},"themes":[],"htmlText":"Excellent<a href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a>","listText":"Excellent<a href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a>","text":"Excellent$Castor Maritime, Inc.(CTRM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365470146","repostId":"2116549743","repostType":4,"isVote":1,"tweetType":1,"viewCount":2230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387965763,"gmtCreate":1613710973852,"gmtModify":1631890613306,"author":{"id":"3574770700496796","authorId":"3574770700496796","name":"WadeW","avatar":"https://static.tigerbbs.com/515948ceeb9bc7c8764d485f743405e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574770700496796","idStr":"3574770700496796"},"themes":[],"htmlText":"What about <a href=\"https://laohu8.com/S/GTE\">$Gran Tierra(GTE)$</a>","listText":"What about <a href=\"https://laohu8.com/S/GTE\">$Gran Tierra(GTE)$</a>","text":"What about $Gran Tierra(GTE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/387965763","repostId":"2112813609","repostType":4,"isVote":1,"tweetType":1,"viewCount":1480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387965989,"gmtCreate":1613710947641,"gmtModify":1634552546789,"author":{"id":"3574770700496796","authorId":"3574770700496796","name":"WadeW","avatar":"https://static.tigerbbs.com/515948ceeb9bc7c8764d485f743405e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574770700496796","idStr":"3574770700496796"},"themes":[],"htmlText":"Come <a href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a>","listText":"Come <a href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a>","text":"Come $Castor Maritime, Inc.(CTRM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387965989","repostId":"1103921295","repostType":4,"repost":{"id":"1103921295","kind":"news","pubTimestamp":1613706165,"share":"https://www.laohu8.com/m/news/1103921295?lang=zh_CN&edition=full","pubTime":"2021-02-19 11:42","market":"us","language":"en","title":"GameStop hearing challenges assumptions about rookie investors<blockquote>游戏驿站听证会挑战有关新手投资者的假设</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103921295","media":"Marketwatch","summary":"Robinhood CEO Vlad Tenev discussed average account sizes and user demographics during a congressiona","content":"<p> <b>Robinhood CEO Vlad Tenev discussed average account sizes and user demographics during a congressional hearing on GameStop’s rise and fall.</b> YOLO? Maybe not quite so.</p><p><blockquote><b>Robinhood首席执行官Vlad Tenev在关于游戏驿站兴衰的国会听证会上讨论了平均账户规模和用户人口统计数据。</b>约洛?也许不完全是这样。</blockquote></p><p> During the GameStop trading frenzy, some observers worried many rookie retail investors banding together on sites like Reddit’s WallStreetBets would bet big — a so-called “YOLO trade” in the forum’sslang— andend up losing badly.</p><p><blockquote>在游戏驿站交易狂潮期间,一些观察人士担心,许多在Reddit的WallStreetBets等网站上聚集在一起的新手散户投资者会下大赌注——用论坛的俚语来说就是所谓的“YOLO交易”——最终输得很惨。</blockquote></p><p> No doubt, this wasa serious event that rocked the stock market, bringing it “dangerously close” to collapse, according to Thomas Peterffy, founder and chairman of Interactive Brokers Group.</p><p><blockquote>盈透证券集团创始人兼董事长托马斯·彼得菲表示,毫无疑问,这是一个震惊股市的严重事件,使其“危险地接近”崩溃。</blockquote></p><p> But at a closely-watched congressional hearing Thursday on the rise and fall of GameStop shares and other so-called “meme stocks,” statements by one of the key players in the trading firestorm revealed that young investors generally aren’t betting big to reap quick gains.</p><p><blockquote>但在周四举行的备受关注的关于游戏驿站股票和其他所谓“模因股票”涨跌的国会听证会上,交易风暴中的一位关键人物的声明显示,年轻投资者通常不会下大赌注以获得快速收益。</blockquote></p><p> “Contrary to some very misleading and highly uninformed reports, we see evidence that most of our customers are investing for the long term,” said Vlad Tenev, CEO of Robinhood, the popular trading platform that caughtmassive irefor temporarily restricting trades on GameStopGME,-11.43%,AMC EntertainmentAMC,-0.72%and several other companies. As the hearing continued, he repeated that point under lawmaker questions.</p><p><blockquote>Robinhood首席执行官弗拉德·特涅夫(Vlad Tenev)表示:“与一些极具误导性和高度不知情的报道相反,我们看到证据表明我们的大多数客户都在进行长期投资。”Robinhood是一个受欢迎的交易平台,因暂时限制GameStopGME的交易而引起了大规模关注,-11.43%,AMC EntertainmentAMC,-0.72%和其他几家公司。随着听证会的继续,他在议员的提问下重复了这一点。</blockquote></p><p> “What we see is generally not consistent with popular memes suggesting that most of our brokerage customers are unsophisticated day traders taking inordinate risks with large sums of money on complex financial products,”Tenev wrote in prepared testimony submitted ahead of the hearing,pushing back on the idea that his companyencouraged reckless tradingon a platform with 13 million users.</p><p><blockquote>特涅夫在听证会前提交的准备好的证词中写道:“我们所看到的通常与流行的模因不一致,这些模因表明我们的大多数经纪客户都是不成熟的日内交易者,在复杂的金融产品上投入大量资金承担了过度的风险。”他的公司鼓励在一个拥有1300万用户的平台上进行鲁莽交易的想法。</blockquote></p><p> Just 2% of Robinhood users qualified as “pattern day traders” who made four or more trades within five business days, he said. Thirteen percent traded basic options contracts, which can be higher risk, higher reward than straight-ahead buying or selling.</p><p><blockquote>他说,只有2%的Robinhood用户符合“模式日内交易者”的资格,他们在五个工作日内进行了四笔或更多交易。13%的人交易基本期权合约,这可能比直接买入或卖出风险更高,回报更高。</blockquote></p><p> In the face of some pointed questions, he also insisted Robinhood isn’t trying to turn the user experience into a game. “We know investing is serious and that’s why most of our customers are buy and hold,” he said.</p><p><blockquote>面对一些尖锐的问题,他还坚称Robinhood并没有试图将用户体验变成游戏。“我们知道投资是严肃的,这就是为什么我们的大多数客户都是买入并持有,”他说。</blockquote></p><p> (Before the GameStop saga, Massachusetts state regulators filed a complaint against Robinhood for allegedly making trading seem too fun until loses occur. The company previously said itdisputes the allegation.)</p><p><blockquote>(在游戏驿站事件发生之前,马萨诸塞州监管机构对Robinhood提起诉讼,指控其让交易看起来太有趣,直到发生损失。该公司此前表示对这一指控提出异议。)</blockquote></p><p> Tenev and lawmakershave sparredon what Robinhood should and shouldn’t have done during the GameStop saga. GameStop shares once traded at a high point of $483. By Thursday’s market close, GameStop shares were $40.69.</p><p><blockquote>特涅夫和立法者就罗宾汉在游戏驿站传奇中应该做什么和不应该做什么进行了争论。游戏驿站股价一度交易到483美元的高点。截至周四收盘,游戏驿站股价为40.69美元。</blockquote></p><p> But either way, Tenev’s testimony gave an interesting peek at who the newest retail investors are and how much money they are pouring into the market. After all, retail investors were already increasingly entering the stock market before the GameStop drama started.</p><p><blockquote>但不管怎样,特涅夫的证词让我们有趣地了解了谁是最新的散户投资者以及他们向市场投入了多少资金。毕竟,在游戏驿站大戏开始之前,散户投资者就已经越来越多地进入股市。</blockquote></p><p> Fifty-five percent of Americans directly own stock, according to aGallup surveylast year, while 32% of 18- to 29-year-olds said they owned stock.</p><p><blockquote>根据aGallup去年的调查,55%的美国人直接拥有股票,而18至29岁的人中有32%表示他们拥有股票。</blockquote></p><p> The median age of Robinhood investors is 31 and half of users say they are first-time investors. The median account size is about $240, according to Tenev’s statement, and the average account size is about $5,000.</p><p><blockquote>Robinhood投资者的平均年龄为31岁,一半的用户表示他们是首次投资者。根据Tenev的声明,账户规模中位数约为240美元,平均账户规模约为5,000美元。</blockquote></p><p> The fact that 13% of Robinhood users are trading options gives some advocates pause. Barbara Roper, director of investor protection at the Consumer Federation of America,saidthat “strikes us as a pretty high percentage when you consider the characteristics of Robinhood’s customer base (disproportionately young, first-time investors with small accounts).”</p><p><blockquote>13%的Robinhood用户正在交易期权,这一事实让一些倡导者犹豫了。美国消费者联合会投资者保护主任芭芭拉·罗珀(Barbara Roper)表示,“考虑到Robinhood客户群的特征(不成比例的年轻、账户较小的首次投资者),我们发现这一比例相当高。”</blockquote></p><p> Robinhood investors also tend to be a slightly more racially diverse crowd, according to Tenev’s testimony. Nine percent of users are Black, compared to 3% at other firms and 16% are Hispanic, versus 7% at other firms, according to Tenev’s statement.</p><p><blockquote>根据特涅夫的证词,Robinhood投资者的种族也往往更加多元化。根据Tenev的声明,9%的用户是黑人,而其他公司的这一比例为3%;16%是西班牙裔,而其他公司的这一比例为7%。</blockquote></p><p> “Retail investors making up this new surge are different,” testified Jennifer Schulp, the Cato Institute’s director of financial regulation studies.</p><p><blockquote>卡托研究所金融监管研究主任詹妮弗·舒尔普(Jennifer Schulp)表示:“构成这一新浪潮的散户投资者有所不同。”</blockquote></p><p> Retail investors are nicknamed as“dumb money”on Wall Street, Schulp said. “I think it’s insulting. I think the term needs to go out the window. I think the GameStop situation is proof the retail investors are revolutionizing the market …. I think the retail investors here are learning by doing, which is one of the best ways to learn.”</p><p><blockquote>舒尔普说,散户投资者在华尔街被戏称为“傻钱”。“我认为这是一种侮辱。我认为这个词需要被抛弃。我认为游戏驿站的情况证明散户投资者正在彻底改变市场……我认为这里的散户投资者正在边做边学,这是最好的学习方式之一。”</blockquote></p><p> She pointed to research from theFINRA Investor Education Foundationreleased earlier this month digging into the demographics and account balances of new retail investors.</p><p><blockquote>她指出,FINRA投资者教育基金会本月早些时候发布的研究深入研究了新散户投资者的人口统计数据和账户余额。</blockquote></p><p> One-third of new investors who opened a taxable investment account for the first time in 2020 said they had account balances of less than $500, versus 16% of experienced investors. Twenty-three percent of new investors had account balances up to $2,000. Twenty percent of experienced investors had account balances up to $2,000.</p><p><blockquote>2020年首次开设应税投资账户的新投资者中有三分之一表示,他们的账户余额低于500美元,而经验丰富的投资者这一比例为16%。23%的新投资者的账户余额高达2,000美元。20%有经验的投资者的账户余额高达2,000美元。</blockquote></p><p></p><p> The survey found a more racially diverse set of new investors, with 17% of new investors being Black. Seven percent of experienced investors are Black, the poll said.</p><p><blockquote>调查发现,新投资者的种族更加多元化,17%的新投资者是黑人。调查显示,有经验的投资者中有7%是黑人。</blockquote></p><p> As the hearing continued, some lawmakers questioned whether more guardrails need to be in place, while others said lawmakers shouldn’t condescend to retail investors and assume they know best.</p><p><blockquote>随着听证会的继续,一些议员质疑是否需要设置更多护栏,而另一些议员则表示,议员不应该屈尊于散户投资者,并认为他们最了解。</blockquote></p><p> “Many Americans feel that the system is stacked against them and no matter what, Wall Street always wins,” said Rep. Maxine Waters, who chairs the House Financial Services Committee. “In this instance, many retail investors appeared motivated by a desire to beat Wall Street at its own game and given the losses that many retail investors have sustained as a result of volatility in the system, there are many whose beliefs that the system is rigged against them has been reinforced.”</p><p><blockquote>众议院金融服务委员会主席、众议员Maxine Waters说,“很多美国人觉得这个体系与他们形成了对抗,不管怎么样,华尔街总会赢。”“在这种情况下,许多散户投资者似乎是出于在华尔街自己的游戏中击败华尔街的愿望,考虑到许多散户投资者因系统波动而遭受的损失,许多人认为该系统是针对他们的操纵行为得到了加强。”</blockquote></p><p> The GameStop saga was a “fundamental change,” said Rep. Patrick McHenry, the ranking Republican on the committee. The swell in trading was propelled by social media and a wealth of new information at investors’ fingertips.</p><p><blockquote>该委员会资深共和党众议员Patrick McHenry表示,游戏驿站事件是一个“根本性的变化”。社交媒体和投资者唾手可得的大量新信息推动了交易的激增。</blockquote></p><p> “I think if we’ve learned anything from these past few weeks, it’s that these average everyday investors are pretty darn sophisticated,” McHenry said. “There is wisdom to the crowd.”</p><p><blockquote>麦克亨利说:“我认为,如果说我们从过去几周中学到了什么的话,那就是这些普通的日常投资者非常老练。”“群众有智慧。”</blockquote></p><p> The government needs to make it easier for everyday investors to buy into the market, he said. “Instead of shutting the American public out through new regulations, new forms of taxation or so-called protections, let’s use this opprotunity to side with them.”</p><p><blockquote>他说,政府需要让普通投资者更容易买入市场。“与其通过新法规、新形式的税收或所谓的保护措施将美国公众拒之门外,不如利用这个机会站在他们一边。”</blockquote></p><p> One of the witnesses was Keith Gill, a 34-year-old independent investor with online handles like “Roaring Kitty” who turned his GameStop investment into millions. He made all his investment decisions based on publicly-availabile information, he told Congress.</p><p><blockquote>目击者之一是基思·吉尔(Keith Gill),他是一位34岁的独立投资者,拥有“咆哮的小猫”等在线账号,他将自己在游戏驿站的投资变成了数百万美元。他告诉国会,他所有的投资决策都是根据公开信息做出的。</blockquote></p><p> “I would be the first to acknowledge that investing in stocks and options is incredibly risky, and it’s so important for people to do their own thorough research before investing,” Gill said. “Folks should be able to freely express their views on a stock, and they should be able to buy or not buy a stock based on those views.”</p><p><blockquote>吉尔说:“我是第一个承认投资股票和期权风险极高的人,人们在投资前进行彻底的研究非常重要。”“人们应该能够自由表达他们对股票的看法,并且他们应该能够根据这些观点购买或不购买股票。”</blockquote></p><p> GameStop shares are up nearly 116% year-to-date. The Dow Jones Industrial Average is up nearly 3% and the S&P 500 is up more than 4% in 2021.</p><p><blockquote>游戏驿站股价今年迄今已上涨近116%。2021年,道琼斯工业平均指数上涨近3%,标普500上涨超过4%。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop hearing challenges assumptions about rookie investors<blockquote>游戏驿站听证会挑战有关新手投资者的假设</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop hearing challenges assumptions about rookie investors<blockquote>游戏驿站听证会挑战有关新手投资者的假设</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-02-19 11:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Robinhood CEO Vlad Tenev discussed average account sizes and user demographics during a congressional hearing on GameStop’s rise and fall.</b> YOLO? Maybe not quite so.</p><p><blockquote><b>Robinhood首席执行官Vlad Tenev在关于游戏驿站兴衰的国会听证会上讨论了平均账户规模和用户人口统计数据。</b>约洛?也许不完全是这样。</blockquote></p><p> During the GameStop trading frenzy, some observers worried many rookie retail investors banding together on sites like Reddit’s WallStreetBets would bet big — a so-called “YOLO trade” in the forum’sslang— andend up losing badly.</p><p><blockquote>在游戏驿站交易狂潮期间,一些观察人士担心,许多在Reddit的WallStreetBets等网站上聚集在一起的新手散户投资者会下大赌注——用论坛的俚语来说就是所谓的“YOLO交易”——最终输得很惨。</blockquote></p><p> No doubt, this wasa serious event that rocked the stock market, bringing it “dangerously close” to collapse, according to Thomas Peterffy, founder and chairman of Interactive Brokers Group.</p><p><blockquote>盈透证券集团创始人兼董事长托马斯·彼得菲表示,毫无疑问,这是一个震惊股市的严重事件,使其“危险地接近”崩溃。</blockquote></p><p> But at a closely-watched congressional hearing Thursday on the rise and fall of GameStop shares and other so-called “meme stocks,” statements by one of the key players in the trading firestorm revealed that young investors generally aren’t betting big to reap quick gains.</p><p><blockquote>但在周四举行的备受关注的关于游戏驿站股票和其他所谓“模因股票”涨跌的国会听证会上,交易风暴中的一位关键人物的声明显示,年轻投资者通常不会下大赌注以获得快速收益。</blockquote></p><p> “Contrary to some very misleading and highly uninformed reports, we see evidence that most of our customers are investing for the long term,” said Vlad Tenev, CEO of Robinhood, the popular trading platform that caughtmassive irefor temporarily restricting trades on GameStopGME,-11.43%,AMC EntertainmentAMC,-0.72%and several other companies. As the hearing continued, he repeated that point under lawmaker questions.</p><p><blockquote>Robinhood首席执行官弗拉德·特涅夫(Vlad Tenev)表示:“与一些极具误导性和高度不知情的报道相反,我们看到证据表明我们的大多数客户都在进行长期投资。”Robinhood是一个受欢迎的交易平台,因暂时限制GameStopGME的交易而引起了大规模关注,-11.43%,AMC EntertainmentAMC,-0.72%和其他几家公司。随着听证会的继续,他在议员的提问下重复了这一点。</blockquote></p><p> “What we see is generally not consistent with popular memes suggesting that most of our brokerage customers are unsophisticated day traders taking inordinate risks with large sums of money on complex financial products,”Tenev wrote in prepared testimony submitted ahead of the hearing,pushing back on the idea that his companyencouraged reckless tradingon a platform with 13 million users.</p><p><blockquote>特涅夫在听证会前提交的准备好的证词中写道:“我们所看到的通常与流行的模因不一致,这些模因表明我们的大多数经纪客户都是不成熟的日内交易者,在复杂的金融产品上投入大量资金承担了过度的风险。”他的公司鼓励在一个拥有1300万用户的平台上进行鲁莽交易的想法。</blockquote></p><p> Just 2% of Robinhood users qualified as “pattern day traders” who made four or more trades within five business days, he said. Thirteen percent traded basic options contracts, which can be higher risk, higher reward than straight-ahead buying or selling.</p><p><blockquote>他说,只有2%的Robinhood用户符合“模式日内交易者”的资格,他们在五个工作日内进行了四笔或更多交易。13%的人交易基本期权合约,这可能比直接买入或卖出风险更高,回报更高。</blockquote></p><p> In the face of some pointed questions, he also insisted Robinhood isn’t trying to turn the user experience into a game. “We know investing is serious and that’s why most of our customers are buy and hold,” he said.</p><p><blockquote>面对一些尖锐的问题,他还坚称Robinhood并没有试图将用户体验变成游戏。“我们知道投资是严肃的,这就是为什么我们的大多数客户都是买入并持有,”他说。</blockquote></p><p> (Before the GameStop saga, Massachusetts state regulators filed a complaint against Robinhood for allegedly making trading seem too fun until loses occur. The company previously said itdisputes the allegation.)</p><p><blockquote>(在游戏驿站事件发生之前,马萨诸塞州监管机构对Robinhood提起诉讼,指控其让交易看起来太有趣,直到发生损失。该公司此前表示对这一指控提出异议。)</blockquote></p><p> Tenev and lawmakershave sparredon what Robinhood should and shouldn’t have done during the GameStop saga. GameStop shares once traded at a high point of $483. By Thursday’s market close, GameStop shares were $40.69.</p><p><blockquote>特涅夫和立法者就罗宾汉在游戏驿站传奇中应该做什么和不应该做什么进行了争论。游戏驿站股价一度交易到483美元的高点。截至周四收盘,游戏驿站股价为40.69美元。</blockquote></p><p> But either way, Tenev’s testimony gave an interesting peek at who the newest retail investors are and how much money they are pouring into the market. After all, retail investors were already increasingly entering the stock market before the GameStop drama started.</p><p><blockquote>但不管怎样,特涅夫的证词让我们有趣地了解了谁是最新的散户投资者以及他们向市场投入了多少资金。毕竟,在游戏驿站大戏开始之前,散户投资者就已经越来越多地进入股市。</blockquote></p><p> Fifty-five percent of Americans directly own stock, according to aGallup surveylast year, while 32% of 18- to 29-year-olds said they owned stock.</p><p><blockquote>根据aGallup去年的调查,55%的美国人直接拥有股票,而18至29岁的人中有32%表示他们拥有股票。</blockquote></p><p> The median age of Robinhood investors is 31 and half of users say they are first-time investors. The median account size is about $240, according to Tenev’s statement, and the average account size is about $5,000.</p><p><blockquote>Robinhood投资者的平均年龄为31岁,一半的用户表示他们是首次投资者。根据Tenev的声明,账户规模中位数约为240美元,平均账户规模约为5,000美元。</blockquote></p><p> The fact that 13% of Robinhood users are trading options gives some advocates pause. Barbara Roper, director of investor protection at the Consumer Federation of America,saidthat “strikes us as a pretty high percentage when you consider the characteristics of Robinhood’s customer base (disproportionately young, first-time investors with small accounts).”</p><p><blockquote>13%的Robinhood用户正在交易期权,这一事实让一些倡导者犹豫了。美国消费者联合会投资者保护主任芭芭拉·罗珀(Barbara Roper)表示,“考虑到Robinhood客户群的特征(不成比例的年轻、账户较小的首次投资者),我们发现这一比例相当高。”</blockquote></p><p> Robinhood investors also tend to be a slightly more racially diverse crowd, according to Tenev’s testimony. Nine percent of users are Black, compared to 3% at other firms and 16% are Hispanic, versus 7% at other firms, according to Tenev’s statement.</p><p><blockquote>根据特涅夫的证词,Robinhood投资者的种族也往往更加多元化。根据Tenev的声明,9%的用户是黑人,而其他公司的这一比例为3%;16%是西班牙裔,而其他公司的这一比例为7%。</blockquote></p><p> “Retail investors making up this new surge are different,” testified Jennifer Schulp, the Cato Institute’s director of financial regulation studies.</p><p><blockquote>卡托研究所金融监管研究主任詹妮弗·舒尔普(Jennifer Schulp)表示:“构成这一新浪潮的散户投资者有所不同。”</blockquote></p><p> Retail investors are nicknamed as“dumb money”on Wall Street, Schulp said. “I think it’s insulting. I think the term needs to go out the window. I think the GameStop situation is proof the retail investors are revolutionizing the market …. I think the retail investors here are learning by doing, which is one of the best ways to learn.”</p><p><blockquote>舒尔普说,散户投资者在华尔街被戏称为“傻钱”。“我认为这是一种侮辱。我认为这个词需要被抛弃。我认为游戏驿站的情况证明散户投资者正在彻底改变市场……我认为这里的散户投资者正在边做边学,这是最好的学习方式之一。”</blockquote></p><p> She pointed to research from theFINRA Investor Education Foundationreleased earlier this month digging into the demographics and account balances of new retail investors.</p><p><blockquote>她指出,FINRA投资者教育基金会本月早些时候发布的研究深入研究了新散户投资者的人口统计数据和账户余额。</blockquote></p><p> One-third of new investors who opened a taxable investment account for the first time in 2020 said they had account balances of less than $500, versus 16% of experienced investors. Twenty-three percent of new investors had account balances up to $2,000. Twenty percent of experienced investors had account balances up to $2,000.</p><p><blockquote>2020年首次开设应税投资账户的新投资者中有三分之一表示,他们的账户余额低于500美元,而经验丰富的投资者这一比例为16%。23%的新投资者的账户余额高达2,000美元。20%有经验的投资者的账户余额高达2,000美元。</blockquote></p><p></p><p> The survey found a more racially diverse set of new investors, with 17% of new investors being Black. Seven percent of experienced investors are Black, the poll said.</p><p><blockquote>调查发现,新投资者的种族更加多元化,17%的新投资者是黑人。调查显示,有经验的投资者中有7%是黑人。</blockquote></p><p> As the hearing continued, some lawmakers questioned whether more guardrails need to be in place, while others said lawmakers shouldn’t condescend to retail investors and assume they know best.</p><p><blockquote>随着听证会的继续,一些议员质疑是否需要设置更多护栏,而另一些议员则表示,议员不应该屈尊于散户投资者,并认为他们最了解。</blockquote></p><p> “Many Americans feel that the system is stacked against them and no matter what, Wall Street always wins,” said Rep. Maxine Waters, who chairs the House Financial Services Committee. “In this instance, many retail investors appeared motivated by a desire to beat Wall Street at its own game and given the losses that many retail investors have sustained as a result of volatility in the system, there are many whose beliefs that the system is rigged against them has been reinforced.”</p><p><blockquote>众议院金融服务委员会主席、众议员Maxine Waters说,“很多美国人觉得这个体系与他们形成了对抗,不管怎么样,华尔街总会赢。”“在这种情况下,许多散户投资者似乎是出于在华尔街自己的游戏中击败华尔街的愿望,考虑到许多散户投资者因系统波动而遭受的损失,许多人认为该系统是针对他们的操纵行为得到了加强。”</blockquote></p><p> The GameStop saga was a “fundamental change,” said Rep. Patrick McHenry, the ranking Republican on the committee. The swell in trading was propelled by social media and a wealth of new information at investors’ fingertips.</p><p><blockquote>该委员会资深共和党众议员Patrick McHenry表示,游戏驿站事件是一个“根本性的变化”。社交媒体和投资者唾手可得的大量新信息推动了交易的激增。</blockquote></p><p> “I think if we’ve learned anything from these past few weeks, it’s that these average everyday investors are pretty darn sophisticated,” McHenry said. “There is wisdom to the crowd.”</p><p><blockquote>麦克亨利说:“我认为,如果说我们从过去几周中学到了什么的话,那就是这些普通的日常投资者非常老练。”“群众有智慧。”</blockquote></p><p> The government needs to make it easier for everyday investors to buy into the market, he said. “Instead of shutting the American public out through new regulations, new forms of taxation or so-called protections, let’s use this opprotunity to side with them.”</p><p><blockquote>他说,政府需要让普通投资者更容易买入市场。“与其通过新法规、新形式的税收或所谓的保护措施将美国公众拒之门外,不如利用这个机会站在他们一边。”</blockquote></p><p> One of the witnesses was Keith Gill, a 34-year-old independent investor with online handles like “Roaring Kitty” who turned his GameStop investment into millions. He made all his investment decisions based on publicly-availabile information, he told Congress.</p><p><blockquote>目击者之一是基思·吉尔(Keith Gill),他是一位34岁的独立投资者,拥有“咆哮的小猫”等在线账号,他将自己在游戏驿站的投资变成了数百万美元。他告诉国会,他所有的投资决策都是根据公开信息做出的。</blockquote></p><p> “I would be the first to acknowledge that investing in stocks and options is incredibly risky, and it’s so important for people to do their own thorough research before investing,” Gill said. “Folks should be able to freely express their views on a stock, and they should be able to buy or not buy a stock based on those views.”</p><p><blockquote>吉尔说:“我是第一个承认投资股票和期权风险极高的人,人们在投资前进行彻底的研究非常重要。”“人们应该能够自由表达他们对股票的看法,并且他们应该能够根据这些观点购买或不购买股票。”</blockquote></p><p> GameStop shares are up nearly 116% year-to-date. The Dow Jones Industrial Average is up nearly 3% and the S&P 500 is up more than 4% in 2021.</p><p><blockquote>游戏驿站股价今年迄今已上涨近116%。2021年,道琼斯工业平均指数上涨近3%,标普500上涨超过4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/gamestop-hearing-challenges-assumptions-about-rookie-investors-retail-investors-making-up-this-new-surge-are-different-11613680041?mod=home-page\">Marketwatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.marketwatch.com/story/gamestop-hearing-challenges-assumptions-about-rookie-investors-retail-investors-making-up-this-new-surge-are-different-11613680041?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1103921295","content_text":"Robinhood CEO Vlad Tenev discussed average account sizes and user demographics during a congressional hearing on GameStop’s rise and fall.\n\nYOLO? Maybe not quite so.\nDuring the GameStop trading frenzy, some observers worried many rookie retail investors banding together on sites like Reddit’s WallStreetBets would bet big — a so-called “YOLO trade” in the forum’sslang— andend up losing badly.\nNo doubt, this wasa serious event that rocked the stock market, bringing it “dangerously close” to collapse, according to Thomas Peterffy, founder and chairman of Interactive Brokers Group.\nBut at a closely-watched congressional hearing Thursday on the rise and fall of GameStop shares and other so-called “meme stocks,” statements by one of the key players in the trading firestorm revealed that young investors generally aren’t betting big to reap quick gains.\n“Contrary to some very misleading and highly uninformed reports, we see evidence that most of our customers are investing for the long term,” said Vlad Tenev, CEO of Robinhood, the popular trading platform that caughtmassive irefor temporarily restricting trades on GameStopGME,-11.43%,AMC EntertainmentAMC,-0.72%and several other companies. As the hearing continued, he repeated that point under lawmaker questions.\n“What we see is generally not consistent with popular memes suggesting that most of our brokerage customers are unsophisticated day traders taking inordinate risks with large sums of money on complex financial products,”Tenev wrote in prepared testimony submitted ahead of the hearing,pushing back on the idea that his companyencouraged reckless tradingon a platform with 13 million users.\nJust 2% of Robinhood users qualified as “pattern day traders” who made four or more trades within five business days, he said. Thirteen percent traded basic options contracts, which can be higher risk, higher reward than straight-ahead buying or selling.\nIn the face of some pointed questions, he also insisted Robinhood isn’t trying to turn the user experience into a game. “We know investing is serious and that’s why most of our customers are buy and hold,” he said.\n(Before the GameStop saga, Massachusetts state regulators filed a complaint against Robinhood for allegedly making trading seem too fun until loses occur. The company previously said itdisputes the allegation.)\nTenev and lawmakershave sparredon what Robinhood should and shouldn’t have done during the GameStop saga. GameStop shares once traded at a high point of $483. By Thursday’s market close, GameStop shares were $40.69.\nBut either way, Tenev’s testimony gave an interesting peek at who the newest retail investors are and how much money they are pouring into the market. After all, retail investors were already increasingly entering the stock market before the GameStop drama started.\nFifty-five percent of Americans directly own stock, according to aGallup surveylast year, while 32% of 18- to 29-year-olds said they owned stock.\nThe median age of Robinhood investors is 31 and half of users say they are first-time investors. The median account size is about $240, according to Tenev’s statement, and the average account size is about $5,000.\nThe fact that 13% of Robinhood users are trading options gives some advocates pause. Barbara Roper, director of investor protection at the Consumer Federation of America,saidthat “strikes us as a pretty high percentage when you consider the characteristics of Robinhood’s customer base (disproportionately young, first-time investors with small accounts).”\nRobinhood investors also tend to be a slightly more racially diverse crowd, according to Tenev’s testimony. Nine percent of users are Black, compared to 3% at other firms and 16% are Hispanic, versus 7% at other firms, according to Tenev’s statement.\n“Retail investors making up this new surge are different,” testified Jennifer Schulp, the Cato Institute’s director of financial regulation studies.\nRetail investors are nicknamed as“dumb money”on Wall Street, Schulp said. “I think it’s insulting. I think the term needs to go out the window. I think the GameStop situation is proof the retail investors are revolutionizing the market …. I think the retail investors here are learning by doing, which is one of the best ways to learn.”\nShe pointed to research from theFINRA Investor Education Foundationreleased earlier this month digging into the demographics and account balances of new retail investors.\nOne-third of new investors who opened a taxable investment account for the first time in 2020 said they had account balances of less than $500, versus 16% of experienced investors. Twenty-three percent of new investors had account balances up to $2,000. Twenty percent of experienced investors had account balances up to $2,000.\nThe survey found a more racially diverse set of new investors, with 17% of new investors being Black. Seven percent of experienced investors are Black, the poll said.\nAs the hearing continued, some lawmakers questioned whether more guardrails need to be in place, while others said lawmakers shouldn’t condescend to retail investors and assume they know best.\n“Many Americans feel that the system is stacked against them and no matter what, Wall Street always wins,” said Rep. Maxine Waters, who chairs the House Financial Services Committee. “In this instance, many retail investors appeared motivated by a desire to beat Wall Street at its own game and given the losses that many retail investors have sustained as a result of volatility in the system, there are many whose beliefs that the system is rigged against them has been reinforced.”\nThe GameStop saga was a “fundamental change,” said Rep. Patrick McHenry, the ranking Republican on the committee. The swell in trading was propelled by social media and a wealth of new information at investors’ fingertips.\n“I think if we’ve learned anything from these past few weeks, it’s that these average everyday investors are pretty darn sophisticated,” McHenry said. “There is wisdom to the crowd.”\nThe government needs to make it easier for everyday investors to buy into the market, he said. “Instead of shutting the American public out through new regulations, new forms of taxation or so-called protections, let’s use this opprotunity to side with them.”\nOne of the witnesses was Keith Gill, a 34-year-old independent investor with online handles like “Roaring Kitty” who turned his GameStop investment into millions. He made all his investment decisions based on publicly-availabile information, he told Congress.\n“I would be the first to acknowledge that investing in stocks and options is incredibly risky, and it’s so important for people to do their own thorough research before investing,” Gill said. “Folks should be able to freely express their views on a stock, and they should be able to buy or not buy a stock based on those views.”\nGameStop shares are up nearly 116% year-to-date. The Dow Jones Industrial Average is up nearly 3% and the S&P 500 is up more than 4% in 2021.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384833473,"gmtCreate":1613636662292,"gmtModify":1634552851532,"author":{"id":"3574770700496796","authorId":"3574770700496796","name":"WadeW","avatar":"https://static.tigerbbs.com/515948ceeb9bc7c8764d485f743405e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574770700496796","idStr":"3574770700496796"},"themes":[],"htmlText":"Lol comment for the sake of coin","listText":"Lol comment for the sake of coin","text":"Lol comment for the sake of coin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/384833473","repostId":"1112683598","repostType":4,"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384833294,"gmtCreate":1613636636218,"gmtModify":1634552851654,"author":{"id":"3574770700496796","authorId":"3574770700496796","name":"WadeW","avatar":"https://static.tigerbbs.com/515948ceeb9bc7c8764d485f743405e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574770700496796","idStr":"3574770700496796"},"themes":[],"htmlText":"Never consider bout <a href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a>[开心] [开心] [开心] ","listText":"Never consider bout <a href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a>[开心] [开心] [开心] ","text":"Never consider bout $Castor Maritime, Inc.(CTRM)$[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384833294","repostId":"1124565484","repostType":4,"repost":{"id":"1124565484","kind":"news","pubTimestamp":1613631190,"share":"https://www.laohu8.com/m/news/1124565484?lang=zh_CN&edition=full","pubTime":"2021-02-18 14:53","market":"us","language":"en","title":"22 additional dividend stocks that Warren Buffett might consider buying<blockquote>沃伦·巴菲特可能考虑购买的22只额外股息股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124565484","media":"MarketWatch","summary":"His Berkshire Hathaway conglomerate recently started buying shares of Verizon and Chevron — both hav","content":"<p><b>His Berkshire Hathaway conglomerate recently started buying shares of Verizon and Chevron — both have attractive dividend yields well-supported by expected cash flow.</b>A vote of confidence by Warren Buffett in a particular stock doesn’t mean you should jump on the bandwagon, but the Berkshire Hathaway CEO’s long-term track record speaks for itself. The man knows how to spot a bargain.</p><p><blockquote><b>他的伯克希尔哈撒韦集团最近开始购买威瑞森和雪佛龙的股票——这两家公司的股息收益率都很有吸引力,并得到了预期现金流的良好支持。</b>沃伦·巴菲特对某只股票投下信任票并不意味着你应该追随这一潮流,但这位伯克希尔·哈撒韦公司首席执行官的长期业绩记录不言而喻。这个人知道如何发现便宜货。</blockquote></p><p>Below is a screen of stocks inspired by Buffett’s two new picks that feature attractive dividend yields that are expected to be well-covered by free cash flow.</p><p><blockquote>下面是受巴菲特两只新精选股票启发的股票屏幕,这些股票具有有吸引力的股息收益率,预计自由现金流将充分覆盖。</blockquote></p><p>Word of Buffett’s new investment positions can send shares higher as other investors’ ears perk up. This happened after Berkshire Hathaway Inc.BRKdisclosed late Feb. 16 that it had purchased shares of Verizon Communications Inc.VZ.and Chevron Corp.CVX— two stocks with attractive dividend yields, one of which is cheaply priced when compared to the weighted valuation of the S&P 500 IndexSPX.</p><p><blockquote>随着其他投资者的耳朵竖起来,巴菲特新投资头寸的消息可能会推高股价。此前,Berkshire Hathaway Inc.BRK于2月16日晚披露已购买Verizon Communications Inc.VZ和Chevron Corp.CVX的股票,这两只股票具有有吸引力的股息收益率,其中一只与加权估值相比定价较低标普500指数SPX。</blockquote></p><p>Shares of Verizon were up 3% in early trading Feb. 17, while Chevron was up 3.5%. With dividends reinvested, Verizon had declined 7% for 2021 through Feb. 16, following a flat performance in 2020. Chevron was up 1.5% early Feb. 17 and had already risen 12% for 2021 following a 26% decline in 2020. Oil is on the upswing as investors look ahead to life after the pandemic. West Texas Intermediate crude oilCRUDE OILhad risen 68% from the close on Oct. 31 through Feb. 16, when it settled at $60.05 a barrel.</p><p><blockquote>Verizon股价在2月17日早盘交易中上涨3%,雪佛龙股价上涨3.5%。随着股息再投资,Verizon继2020年业绩持平后,截至2月16日,2021年股价下跌了7%。雪佛龙2月17日早些时候上涨1.5%,继2020年下跌26%后,2021年已上涨12%。随着投资者展望大流行后的生活,油价正在上涨。西德克萨斯中质原油从10月31日收盘到2月16日收盘上涨了68%,最终收于每桶60.05美元。</blockquote></p><p>All of the following is based on closing prices Feb. 16 and consensus estimates among analysts polled by FactSet for the next 12 months.</p><p><blockquote>以下所有内容均基于2月16日的收盘价以及FactSet调查的分析师对未来12个月的一致预期。</blockquote></p><p>Verizon’s stock trades at a forward price-to-earnings ratio of 10.7, compared to a weighted aggregate forward P/E of 22.5 for the S&P 500. The shares have a dividend yield of 4.64%.</p><p><blockquote>Verizon股票的预期市盈率为10.7,而标普500的加权总预期市盈率为22.5。该股的股息率为4.64%。</blockquote></p><p>One way to gauge a company’s ability to cover its dividend (and hopefully raise it) is to look at its free cash flow, which is its remaining cash flow after planned capital expenditures. This is money that can be used for any corporate purpose, including expansion, share repurchases or dividend increases. We can measure a company’s free cash flow yield by dividing trailing or estimated free cash flow by the current share price. Because of the disruptions to the U.S. economy in 2020, all the free cash flow yields that follow make use of consensus estimates for the next 12 reported months.</p><p><blockquote>衡量公司支付股息(并希望提高股息)能力的一种方法是查看其自由现金流,即计划资本支出后的剩余现金流。这笔钱可用于任何公司目的,包括扩张、股票回购或增加股息。我们可以通过将跟踪或估计的自由现金流除以当前股价来衡量公司的自由现金流收益率。由于2020年美国经济受到干扰,随后的所有自由现金流收益率均采用未来12个报告月的共识估计。</blockquote></p><p>Verizion’s forward free cash flow yield is 8.97%, showing “headroom” of 4.34% over the current dividend.</p><p><blockquote>Verizion的远期自由现金流收益率为8.97%,比当前股息有4.34%的“净空”。</blockquote></p><p>Chevron’s stock trades at a forward P/E ratio of 24.8, which is higher than that of the S&P 500. Then again, 2021 is expected to be a recovery year for oil and natural gas, and analysts’ earnings estimates may not have caught up with rising fuel commodity prices. Chevron’s dividend yield is 5.54% and its forward free cash flow yield is 7.99%, leaving “headroom” of 2.45%.</p><p><blockquote>雪佛龙股票的远期市盈率为24.8,高于标普500。话又说回来,预计2021年将是石油和天然气的复苏年,分析师的盈利预期可能没有赶上燃料大宗商品价格的上涨。雪佛龙的股息收益率为5.54%,远期自由现金流收益率为7.99%,还有2.45%的“净空”。</blockquote></p><p>None of this is to say that Buffett is overly fixated on stocks with high dividend yields. He isn’t. Among the publicly traded holdings the company disclosed Feb. 16, there are plenty of companies that pay no dividends, including Amazon.com Inc.AMZN,Biogen Inc.BIIB,Charter Communications Inc.CHTRand General Motors Co.GM,which suspended its quarterly dividend in April.</p><p><blockquote>这并不是说巴菲特过度关注高股息收益率的股票。他不是。在该公司2月16日披露的公开交易持股中,有很多公司不支付股息,包括亚马逊公司(AMZN)、百健公司(Biogen Inc.BIIB)、Charter Communications Inc.CHTRand通用汽车公司(General Motors Co.GM),后者暂停了季度股息。四月。</blockquote></p><p><b>A Buffett dividend stock screen</b></p><p><blockquote><b>巴菲特股息股票屏幕</b></blockquote></p><p>Working from Buffett’s selections of Verizon and Chevron and excluding stocks Berkshire Hathaway doesn’t already hold, here are the 22 stocks among the S&P 500 with dividend yields of at least 4.00%, for which free cash flow estimates for calendar 2021 are available, with headroom indicated. The list is sorted by dividend yield.</p><p><blockquote>根据巴菲特选择的Verizon和Chevron并排除Berkshire Hathaway尚未持有的股票,以下是标普500中股息收益率至少为4.00%的22只股票,可获得2021年的自由现金流估计,并有净空指示。该列表按股息收益率排序。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fc941b397e252f4198fa8bb425fa2bbb\" tg-width=\"666\" tg-height=\"762\" referrerpolicy=\"no-referrer\">Scroll the table to see all the data, including forward P/E ratios and total returns for 2021 and 2020.</p><p><blockquote>滚动表格查看所有数据,包括2021年和2020年的远期市盈率和总回报。</blockquote></p><p>For real estate investment trusts, the industry standard for measuring dividend-paying ability is funds from operations, a non-GAAP figure that adds depreciation and amortization back to earnings and subtracts gains on the sale of property. So forward FFO estimates are used in the “estimated FCF yield” column on the table.</p><p><blockquote>对于房地产投资信托基金来说,衡量股息支付能力的行业标准是运营资金,这是一个非公认会计准则数字,将折旧和摊销加回收益中,并减去出售财产的收益。因此,表中的“估计FCF收益率”栏中使用了远期FFO估计值。</blockquote></p><p>The list excludes four stocks already held by Berkshire Hathaway — Verizon, Chevron and two more:</p><p><blockquote>该名单不包括伯克希尔哈撒韦公司已持有的四只股票——威瑞森、雪佛龙和另外两只股票:</blockquote></p><p></p><p><ul><li>AbbVie Inc.ABBVhas a dividend yield of 4.99%, with a forward free cash flow yield of 10.54% for headroom of 5.55%.</li><li>Kraft Heinz Co.KHChas a dividend yield of 4.52% and a forward free cash flow yield of 7.59% for headroom of 3.06%. The company cut its dividend by more than a third in February 2019.</li></ul>A high dividend yield might indicate investors are sour on the company’s business prospects or its ability to maintain the dividend over the long term, despite a high FCF yield. For example, the highest-yielding stock on the list is Lumen Technologies Inc.LUMN,which was CenturyLink before it was renamed in September. The dividend yield is 8.48%. CenturyLinkcut its quarterly dividend by 26% on the same day it authorized a $2 billion stock repurchase planin February 2013. The company’s quarterly dividend remained 54 cents a share until it wascut to the current 25 cents a sharein February 2019. For five years through Feb. 16, shares of Lumen/CenturyLink were down 34%, with dividends reinvested, while they were down 38% for 10 years.</p><p><blockquote><ul><li>艾伯维公司ABBV的股息收益率为4.99%,远期自由现金流收益率为10.54%,净空为5.55%。</li><li>卡夫亨氏公司KHChas的股息收益率为4.52%,远期自由现金流收益率为7.59%,净空为3.06%。该公司于2019年2月将股息削减了三分之一以上。</li></ul>高股息收益率可能表明投资者对公司的业务前景或其长期维持股息的能力感到不满,尽管自由现金流收益率很高。例如,榜单上收益率最高的股票是Lumen Technologies Inc.LUMN,该公司在9月份更名之前是CenturyLink。股息率为8.48%。CenturyLink在2013年2月授权20亿美元股票回购计划的同一天,将季度股息削减了26%。该公司的季度股息仍为每股54美分,直到2019年2月削减至目前的每股25美分。截至2月16日的五年里,Lumen/CenturyLink的股价在股息再投资后下跌了34%,而10年来股价下跌了38%。</blockquote></p><p>Other companies on the list that have cut dividends over the past 10 years include Williams Cos.WMB,Kinder Morgan Inc.KMI,Vornado Realty TrustVNOand Simon Property Group Inc.SPG,which reduced its payout by 38% in June.</p><p><blockquote>名单上其他在过去10年中削减股息的公司包括Williams Cos.WMB、Kinder Morgan Inc.KMI、Vornado Realty TrustVNO和Simon Property Group Inc.SPG,后者在6月份将派息减少了38%。</blockquote></p><p>All of this emphasizes the importance of doing your own research to form your own opinion about a company’s long-term prospects if you see any stocks of interest here.</p><p><blockquote>所有这些都强调了如果您在这里看到任何感兴趣的股票,请进行自己的研究以形成自己对公司长期前景的看法的重要性。</blockquote></p><p>Aside from CenturyLink, the stock listed above with the lowest forward P/E valuation is AT&T Inc.T,with a dividend yield of 7.18% and P/E of 9.2, followed by Pfizer Inc.PFE,with a yield of 4.50% and forward P/E of 10.3.</p><p><blockquote>除了CenturyLink之外,上面列出的远期市盈率估值最低的股票是AT&T Inc.T,股息收益率为7.18%,市盈率为9.2,其次是辉瑞Inc.PFE,收益率为4.50%,远期市盈率为10.3。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>22 additional dividend stocks that Warren Buffett might consider buying<blockquote>沃伦·巴菲特可能考虑购买的22只额外股息股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n22 additional dividend stocks that Warren Buffett might consider buying<blockquote>沃伦·巴菲特可能考虑购买的22只额外股息股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-02-18 14:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>His Berkshire Hathaway conglomerate recently started buying shares of Verizon and Chevron — both have attractive dividend yields well-supported by expected cash flow.</b>A vote of confidence by Warren Buffett in a particular stock doesn’t mean you should jump on the bandwagon, but the Berkshire Hathaway CEO’s long-term track record speaks for itself. The man knows how to spot a bargain.</p><p><blockquote><b>他的伯克希尔哈撒韦集团最近开始购买威瑞森和雪佛龙的股票——这两家公司的股息收益率都很有吸引力,并得到了预期现金流的良好支持。</b>沃伦·巴菲特对某只股票投下信任票并不意味着你应该追随这一潮流,但这位伯克希尔·哈撒韦公司首席执行官的长期业绩记录不言而喻。这个人知道如何发现便宜货。</blockquote></p><p>Below is a screen of stocks inspired by Buffett’s two new picks that feature attractive dividend yields that are expected to be well-covered by free cash flow.</p><p><blockquote>下面是受巴菲特两只新精选股票启发的股票屏幕,这些股票具有有吸引力的股息收益率,预计自由现金流将充分覆盖。</blockquote></p><p>Word of Buffett’s new investment positions can send shares higher as other investors’ ears perk up. This happened after Berkshire Hathaway Inc.BRKdisclosed late Feb. 16 that it had purchased shares of Verizon Communications Inc.VZ.and Chevron Corp.CVX— two stocks with attractive dividend yields, one of which is cheaply priced when compared to the weighted valuation of the S&P 500 IndexSPX.</p><p><blockquote>随着其他投资者的耳朵竖起来,巴菲特新投资头寸的消息可能会推高股价。此前,Berkshire Hathaway Inc.BRK于2月16日晚披露已购买Verizon Communications Inc.VZ和Chevron Corp.CVX的股票,这两只股票具有有吸引力的股息收益率,其中一只与加权估值相比定价较低标普500指数SPX。</blockquote></p><p>Shares of Verizon were up 3% in early trading Feb. 17, while Chevron was up 3.5%. With dividends reinvested, Verizon had declined 7% for 2021 through Feb. 16, following a flat performance in 2020. Chevron was up 1.5% early Feb. 17 and had already risen 12% for 2021 following a 26% decline in 2020. Oil is on the upswing as investors look ahead to life after the pandemic. West Texas Intermediate crude oilCRUDE OILhad risen 68% from the close on Oct. 31 through Feb. 16, when it settled at $60.05 a barrel.</p><p><blockquote>Verizon股价在2月17日早盘交易中上涨3%,雪佛龙股价上涨3.5%。随着股息再投资,Verizon继2020年业绩持平后,截至2月16日,2021年股价下跌了7%。雪佛龙2月17日早些时候上涨1.5%,继2020年下跌26%后,2021年已上涨12%。随着投资者展望大流行后的生活,油价正在上涨。西德克萨斯中质原油从10月31日收盘到2月16日收盘上涨了68%,最终收于每桶60.05美元。</blockquote></p><p>All of the following is based on closing prices Feb. 16 and consensus estimates among analysts polled by FactSet for the next 12 months.</p><p><blockquote>以下所有内容均基于2月16日的收盘价以及FactSet调查的分析师对未来12个月的一致预期。</blockquote></p><p>Verizon’s stock trades at a forward price-to-earnings ratio of 10.7, compared to a weighted aggregate forward P/E of 22.5 for the S&P 500. The shares have a dividend yield of 4.64%.</p><p><blockquote>Verizon股票的预期市盈率为10.7,而标普500的加权总预期市盈率为22.5。该股的股息率为4.64%。</blockquote></p><p>One way to gauge a company’s ability to cover its dividend (and hopefully raise it) is to look at its free cash flow, which is its remaining cash flow after planned capital expenditures. This is money that can be used for any corporate purpose, including expansion, share repurchases or dividend increases. We can measure a company’s free cash flow yield by dividing trailing or estimated free cash flow by the current share price. Because of the disruptions to the U.S. economy in 2020, all the free cash flow yields that follow make use of consensus estimates for the next 12 reported months.</p><p><blockquote>衡量公司支付股息(并希望提高股息)能力的一种方法是查看其自由现金流,即计划资本支出后的剩余现金流。这笔钱可用于任何公司目的,包括扩张、股票回购或增加股息。我们可以通过将跟踪或估计的自由现金流除以当前股价来衡量公司的自由现金流收益率。由于2020年美国经济受到干扰,随后的所有自由现金流收益率均采用未来12个报告月的共识估计。</blockquote></p><p>Verizion’s forward free cash flow yield is 8.97%, showing “headroom” of 4.34% over the current dividend.</p><p><blockquote>Verizion的远期自由现金流收益率为8.97%,比当前股息有4.34%的“净空”。</blockquote></p><p>Chevron’s stock trades at a forward P/E ratio of 24.8, which is higher than that of the S&P 500. Then again, 2021 is expected to be a recovery year for oil and natural gas, and analysts’ earnings estimates may not have caught up with rising fuel commodity prices. Chevron’s dividend yield is 5.54% and its forward free cash flow yield is 7.99%, leaving “headroom” of 2.45%.</p><p><blockquote>雪佛龙股票的远期市盈率为24.8,高于标普500。话又说回来,预计2021年将是石油和天然气的复苏年,分析师的盈利预期可能没有赶上燃料大宗商品价格的上涨。雪佛龙的股息收益率为5.54%,远期自由现金流收益率为7.99%,还有2.45%的“净空”。</blockquote></p><p>None of this is to say that Buffett is overly fixated on stocks with high dividend yields. He isn’t. Among the publicly traded holdings the company disclosed Feb. 16, there are plenty of companies that pay no dividends, including Amazon.com Inc.AMZN,Biogen Inc.BIIB,Charter Communications Inc.CHTRand General Motors Co.GM,which suspended its quarterly dividend in April.</p><p><blockquote>这并不是说巴菲特过度关注高股息收益率的股票。他不是。在该公司2月16日披露的公开交易持股中,有很多公司不支付股息,包括亚马逊公司(AMZN)、百健公司(Biogen Inc.BIIB)、Charter Communications Inc.CHTRand通用汽车公司(General Motors Co.GM),后者暂停了季度股息。四月。</blockquote></p><p><b>A Buffett dividend stock screen</b></p><p><blockquote><b>巴菲特股息股票屏幕</b></blockquote></p><p>Working from Buffett’s selections of Verizon and Chevron and excluding stocks Berkshire Hathaway doesn’t already hold, here are the 22 stocks among the S&P 500 with dividend yields of at least 4.00%, for which free cash flow estimates for calendar 2021 are available, with headroom indicated. The list is sorted by dividend yield.</p><p><blockquote>根据巴菲特选择的Verizon和Chevron并排除Berkshire Hathaway尚未持有的股票,以下是标普500中股息收益率至少为4.00%的22只股票,可获得2021年的自由现金流估计,并有净空指示。该列表按股息收益率排序。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fc941b397e252f4198fa8bb425fa2bbb\" tg-width=\"666\" tg-height=\"762\" referrerpolicy=\"no-referrer\">Scroll the table to see all the data, including forward P/E ratios and total returns for 2021 and 2020.</p><p><blockquote>滚动表格查看所有数据,包括2021年和2020年的远期市盈率和总回报。</blockquote></p><p>For real estate investment trusts, the industry standard for measuring dividend-paying ability is funds from operations, a non-GAAP figure that adds depreciation and amortization back to earnings and subtracts gains on the sale of property. So forward FFO estimates are used in the “estimated FCF yield” column on the table.</p><p><blockquote>对于房地产投资信托基金来说,衡量股息支付能力的行业标准是运营资金,这是一个非公认会计准则数字,将折旧和摊销加回收益中,并减去出售财产的收益。因此,表中的“估计FCF收益率”栏中使用了远期FFO估计值。</blockquote></p><p>The list excludes four stocks already held by Berkshire Hathaway — Verizon, Chevron and two more:</p><p><blockquote>该名单不包括伯克希尔哈撒韦公司已持有的四只股票——威瑞森、雪佛龙和另外两只股票:</blockquote></p><p></p><p><ul><li>AbbVie Inc.ABBVhas a dividend yield of 4.99%, with a forward free cash flow yield of 10.54% for headroom of 5.55%.</li><li>Kraft Heinz Co.KHChas a dividend yield of 4.52% and a forward free cash flow yield of 7.59% for headroom of 3.06%. The company cut its dividend by more than a third in February 2019.</li></ul>A high dividend yield might indicate investors are sour on the company’s business prospects or its ability to maintain the dividend over the long term, despite a high FCF yield. For example, the highest-yielding stock on the list is Lumen Technologies Inc.LUMN,which was CenturyLink before it was renamed in September. The dividend yield is 8.48%. CenturyLinkcut its quarterly dividend by 26% on the same day it authorized a $2 billion stock repurchase planin February 2013. The company’s quarterly dividend remained 54 cents a share until it wascut to the current 25 cents a sharein February 2019. For five years through Feb. 16, shares of Lumen/CenturyLink were down 34%, with dividends reinvested, while they were down 38% for 10 years.</p><p><blockquote><ul><li>艾伯维公司ABBV的股息收益率为4.99%,远期自由现金流收益率为10.54%,净空为5.55%。</li><li>卡夫亨氏公司KHChas的股息收益率为4.52%,远期自由现金流收益率为7.59%,净空为3.06%。该公司于2019年2月将股息削减了三分之一以上。</li></ul>高股息收益率可能表明投资者对公司的业务前景或其长期维持股息的能力感到不满,尽管自由现金流收益率很高。例如,榜单上收益率最高的股票是Lumen Technologies Inc.LUMN,该公司在9月份更名之前是CenturyLink。股息率为8.48%。CenturyLink在2013年2月授权20亿美元股票回购计划的同一天,将季度股息削减了26%。该公司的季度股息仍为每股54美分,直到2019年2月削减至目前的每股25美分。截至2月16日的五年里,Lumen/CenturyLink的股价在股息再投资后下跌了34%,而10年来股价下跌了38%。</blockquote></p><p>Other companies on the list that have cut dividends over the past 10 years include Williams Cos.WMB,Kinder Morgan Inc.KMI,Vornado Realty TrustVNOand Simon Property Group Inc.SPG,which reduced its payout by 38% in June.</p><p><blockquote>名单上其他在过去10年中削减股息的公司包括Williams Cos.WMB、Kinder Morgan Inc.KMI、Vornado Realty TrustVNO和Simon Property Group Inc.SPG,后者在6月份将派息减少了38%。</blockquote></p><p>All of this emphasizes the importance of doing your own research to form your own opinion about a company’s long-term prospects if you see any stocks of interest here.</p><p><blockquote>所有这些都强调了如果您在这里看到任何感兴趣的股票,请进行自己的研究以形成自己对公司长期前景的看法的重要性。</blockquote></p><p>Aside from CenturyLink, the stock listed above with the lowest forward P/E valuation is AT&T Inc.T,with a dividend yield of 7.18% and P/E of 9.2, followed by Pfizer Inc.PFE,with a yield of 4.50% and forward P/E of 10.3.</p><p><blockquote>除了CenturyLink之外,上面列出的远期市盈率估值最低的股票是AT&T Inc.T,股息收益率为7.18%,市盈率为9.2,其次是辉瑞Inc.PFE,收益率为4.50%,远期市盈率为10.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/22-additional-dividend-stocks-that-warren-buffett-might-consider-buying-11613579442?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BXP":"BXP Inc","IP":"国际纸业","SPG":"西蒙地产","IPG":"埃培智","SLG":"SL Green Realty Corp","KMI":"金德尔摩根","WMB":"威廉姆斯","DOW":"陶氏化学","FRT":"FRT信托","LUMN":"Lumen Technologies","OKE":"欧尼克(万欧卡)","O":"Realty Income Corp","REG":"Regency Centers Corp","LYB":"利安德巴塞尔","PSX":"Phillips 66","K":"家乐氏","AMCR":"AMCOR PLC","MPC":"马拉松原油","IRM":"爱恩铁山","T":"At&T","PFE":"辉瑞","VNO":"沃那多房信"},"source_url":"https://www.marketwatch.com/story/22-additional-dividend-stocks-that-warren-buffett-might-consider-buying-11613579442?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1124565484","content_text":"His Berkshire Hathaway conglomerate recently started buying shares of Verizon and Chevron — both have attractive dividend yields well-supported by expected cash flow.A vote of confidence by Warren Buffett in a particular stock doesn’t mean you should jump on the bandwagon, but the Berkshire Hathaway CEO’s long-term track record speaks for itself. The man knows how to spot a bargain.Below is a screen of stocks inspired by Buffett’s two new picks that feature attractive dividend yields that are expected to be well-covered by free cash flow.Word of Buffett’s new investment positions can send shares higher as other investors’ ears perk up. This happened after Berkshire Hathaway Inc.BRKdisclosed late Feb. 16 that it had purchased shares of Verizon Communications Inc.VZ.and Chevron Corp.CVX— two stocks with attractive dividend yields, one of which is cheaply priced when compared to the weighted valuation of the S&P 500 IndexSPX.Shares of Verizon were up 3% in early trading Feb. 17, while Chevron was up 3.5%. With dividends reinvested, Verizon had declined 7% for 2021 through Feb. 16, following a flat performance in 2020. Chevron was up 1.5% early Feb. 17 and had already risen 12% for 2021 following a 26% decline in 2020. Oil is on the upswing as investors look ahead to life after the pandemic. West Texas Intermediate crude oilCRUDE OILhad risen 68% from the close on Oct. 31 through Feb. 16, when it settled at $60.05 a barrel.All of the following is based on closing prices Feb. 16 and consensus estimates among analysts polled by FactSet for the next 12 months.Verizon’s stock trades at a forward price-to-earnings ratio of 10.7, compared to a weighted aggregate forward P/E of 22.5 for the S&P 500. The shares have a dividend yield of 4.64%.One way to gauge a company’s ability to cover its dividend (and hopefully raise it) is to look at its free cash flow, which is its remaining cash flow after planned capital expenditures. This is money that can be used for any corporate purpose, including expansion, share repurchases or dividend increases. We can measure a company’s free cash flow yield by dividing trailing or estimated free cash flow by the current share price. Because of the disruptions to the U.S. economy in 2020, all the free cash flow yields that follow make use of consensus estimates for the next 12 reported months.Verizion’s forward free cash flow yield is 8.97%, showing “headroom” of 4.34% over the current dividend.Chevron’s stock trades at a forward P/E ratio of 24.8, which is higher than that of the S&P 500. Then again, 2021 is expected to be a recovery year for oil and natural gas, and analysts’ earnings estimates may not have caught up with rising fuel commodity prices. Chevron’s dividend yield is 5.54% and its forward free cash flow yield is 7.99%, leaving “headroom” of 2.45%.None of this is to say that Buffett is overly fixated on stocks with high dividend yields. He isn’t. Among the publicly traded holdings the company disclosed Feb. 16, there are plenty of companies that pay no dividends, including Amazon.com Inc.AMZN,Biogen Inc.BIIB,Charter Communications Inc.CHTRand General Motors Co.GM,which suspended its quarterly dividend in April.A Buffett dividend stock screenWorking from Buffett’s selections of Verizon and Chevron and excluding stocks Berkshire Hathaway doesn’t already hold, here are the 22 stocks among the S&P 500 with dividend yields of at least 4.00%, for which free cash flow estimates for calendar 2021 are available, with headroom indicated. The list is sorted by dividend yield.Scroll the table to see all the data, including forward P/E ratios and total returns for 2021 and 2020.For real estate investment trusts, the industry standard for measuring dividend-paying ability is funds from operations, a non-GAAP figure that adds depreciation and amortization back to earnings and subtracts gains on the sale of property. So forward FFO estimates are used in the “estimated FCF yield” column on the table.The list excludes four stocks already held by Berkshire Hathaway — Verizon, Chevron and two more:AbbVie Inc.ABBVhas a dividend yield of 4.99%, with a forward free cash flow yield of 10.54% for headroom of 5.55%.Kraft Heinz Co.KHChas a dividend yield of 4.52% and a forward free cash flow yield of 7.59% for headroom of 3.06%. The company cut its dividend by more than a third in February 2019.A high dividend yield might indicate investors are sour on the company’s business prospects or its ability to maintain the dividend over the long term, despite a high FCF yield. For example, the highest-yielding stock on the list is Lumen Technologies Inc.LUMN,which was CenturyLink before it was renamed in September. The dividend yield is 8.48%. CenturyLinkcut its quarterly dividend by 26% on the same day it authorized a $2 billion stock repurchase planin February 2013. The company’s quarterly dividend remained 54 cents a share until it wascut to the current 25 cents a sharein February 2019. For five years through Feb. 16, shares of Lumen/CenturyLink were down 34%, with dividends reinvested, while they were down 38% for 10 years.Other companies on the list that have cut dividends over the past 10 years include Williams Cos.WMB,Kinder Morgan Inc.KMI,Vornado Realty TrustVNOand Simon Property Group Inc.SPG,which reduced its payout by 38% in June.All of this emphasizes the importance of doing your own research to form your own opinion about a company’s long-term prospects if you see any stocks of interest here.Aside from CenturyLink, the stock listed above with the lowest forward P/E valuation is AT&T Inc.T,with a dividend yield of 7.18% and P/E of 9.2, followed by Pfizer Inc.PFE,with a yield of 4.50% and forward P/E of 10.3.","news_type":1,"symbols_score_info":{"WMB":0.9,"K":0.9,"T":0.9,"AMCR":0.9,"IP":0.9,"O":0.9,"MPC":0.9,"PFE":0.9,"SLG":0.9,"PSX":0.9,"REG":0.9,"SPG":0.9,"IPG":0.9,"LUMN":0.9,"FRT":0.9,"LYB":0.9,"VNO":0.9,"OKE":0.9,"KMI":0.9,"IRM":0.9,"DOW":0.9,"BXP":0.9}},"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385631689,"gmtCreate":1613540201841,"gmtModify":1631890613319,"author":{"id":"3574770700496796","authorId":"3574770700496796","name":"WadeW","avatar":"https://static.tigerbbs.com/515948ceeb9bc7c8764d485f743405e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574770700496796","idStr":"3574770700496796"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GTE\">$Gran Tierra(GTE)$</a>yea boi","listText":"<a href=\"https://laohu8.com/S/GTE\">$Gran Tierra(GTE)$</a>yea boi","text":"$Gran Tierra(GTE)$yea boi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385631689","repostId":"1146053060","repostType":4,"repost":{"id":"1146053060","kind":"news","pubTimestamp":1613540252,"share":"https://www.laohu8.com/m/news/1146053060?lang=zh_CN&edition=full","pubTime":"2021-02-17 13:37","market":"fut","language":"en","title":"Is This Oil Rally The Start Of Something Much Bigger?<blockquote>这次油价上涨是更大事件的开始吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146053060","media":"Oilprice","summary":"Commodities have rallied in recent months, outperforming equity indexes amid expectations of an econ","content":"<p>Commodities have rallied in recent months, outperforming equity indexes amid expectations of an economic recovery, easy monetary policy, and rising inflation.</p><p><blockquote>在经济复苏、宽松货币政策和通胀上升的预期下,大宗商品近几个月来上涨,表现优于股指。</blockquote></p><p> The commodity bull run across the board—spearheaded by a 50-percent jump in oil prices over the past three months—isn’t finished running, analysts and investment banks say. Some of the biggest investment banks have even started to call the start of a new commodities supercycle, which by definition, lasts years—typically about a decade.</p><p><blockquote>分析师和投资银行表示,在过去三个月油价上涨50%的带动下,大宗商品全面牛市尚未结束。一些最大的投资银行甚至开始看涨期权新的大宗商品超级周期的开始,根据定义,这一周期会持续数年——通常约为十年。</blockquote></p><p> Yet, not all investment banks and analysts are as convinced that we are in for a commodities supercycle across the board, warning that the term<i>supercycle</i>is too optimistic for a bull run that could fizzle out within a year or two and could still fall victim to negative COVID-related impacts.</p><p><blockquote>然而,并非所有投资银行和分析师都相信我们将全面进入大宗商品超级周期,并警告称,<i>超级循环</i>对于牛市来说过于乐观,牛市可能会在一两年内失败,并且仍可能成为与新冠病毒相关的负面影响的受害者。</blockquote></p><p> <b><i>Commodity Rally</i></b></p><p><blockquote><b><i>大宗商品反弹</i></b></blockquote></p><p> As early as in October 2020, a few weeks before the first announcement of an effective vaccine candidate, Goldman Sachs said that commodities were headed toward a bull run in 2021. Hedges against expectations of rising inflation, a weakening U.S. dollar in which most commodities are traded, and signals of “very easy” monetary policy from central banks would be the key drivers of rallying commodities, Goldman Sachs said back then.</p><p><blockquote>早在2020年10月,即首次宣布有效候选疫苗的几周前,高盛就表示大宗商品将在2021年走向牛市。高盛当时表示,对冲通胀上升的预期、大多数大宗商品交易的美元走软以及央行“非常宽松”货币政策的信号将是大宗商品上涨的关键驱动力。</blockquote></p><p> Goldman expected the S&P Goldman Sachs Commodity Index (GSCI) to return 42.6 percent for energy over a 12-month period, and 17.9 percent for precious metals.</p><p><blockquote>高盛预计,标普高盛商品指数(GSCI)在12个月内能源回报率为42.6%,贵金属回报率为17.9%。</blockquote></p><p> Over the past three months, the S&P GSCI has outperformed the S&P 500 index, with the commodity index rising by 25 percent, compared to (just) a 9-percent increase in the S&P 500.</p><p><blockquote>过去三个月,标普GSCI跑赢标普500指数,商品指数上涨25%,相比之下,标普500(仅)上涨9%。</blockquote></p><p> Over the same period, oil prices have rallied from the low $40s to above $60 a barrel, driven by vaccine rollouts, OPEC+ production cuts, and expectations of a tight market and rising oil demand later this year when economies return to growth, helped by large stimulus packages.</p><p><blockquote>同期,受疫苗推出、OPEC+减产以及对今年晚些时候经济恢复增长时市场紧张和石油需求上升的预期推动,油价从每桶40美元的低点反弹至60美元以上。大型刺激方案。</blockquote></p><p> <b><i>Some Drivers Of A New Supercycle Are Here…</i></b></p><p><blockquote><b><i>新超级周期的一些驱动因素在这里……</i></b></blockquote></p><p> According to JPMorgan, there are reasons to believe that a new commodity supercycle may have just started.</p><p><blockquote>摩根大通表示,有理由相信,一个新的大宗商品超级周期可能刚刚开始。</blockquote></p><p> “We believe that the new commodity upswing, and in particular oil up cycle, has started,” JPMorgan analysts led by Marko Kolanovic said in a note last week, as carried by Bloomberg.</p><p><blockquote>据彭博社报道,以马尔科·科拉诺维奇为首的摩根大通分析师上周在一份报告中表示:“我们认为,新的大宗商品上涨,特别是石油上涨周期已经开始。”</blockquote></p><p> The latest commodity supercycle ended in 2008 after a 12-year run, boosted by the super-spending and economic surge in China.</p><p><blockquote>在中国过度支出和经济飙升的推动下,最近一次大宗商品超级周期在经历了12年后于2008年结束。</blockquote></p><p> JPMorgan now sees several potential factors underpinning a new supercycle: post-pandemic global economic growth, “ultra loose” monetary policies, increased and tolerated inflation, weakening U.S. dollar, financial inflows to hedge inflation, metals for energy transition markets such as batteries and electric vehicles (EVs), and underinvestment in new oil supply.</p><p><blockquote>摩根大通现在看到了支撑新超级周期的几个潜在因素:大流行后的全球经济增长、“超宽松”货币政策、通胀上升和可容忍、美元疲软、对冲通胀的资金流入、电池和电动汽车等能源转型市场的金属(EV),以及对新石油供应的投资不足。</blockquote></p><p> The International Energy Agency (IEA) warned last year that if investment in oil were to stay at the 2020 levels over the next five years, it would reduce the previously expected level of oil supply in 2025 by nearly 9 million barrels per day (bpd).</p><p><blockquote>国际能源署(IEA)去年警告称,如果未来五年石油投资保持在2020年的水平,将使此前预期的2025年石油供应水平减少近900万桶/日(bpd)。</blockquote></p><p> This year, global upstream investments will stay low, just like they were in 2020, Wood Mackenzie said in December, expecting upstream oil and gas investment at a 15-year low of just US$300 billion, down by 30 percent from the pre-crisis level of investment in 2019.</p><p><blockquote>Wood Mackenzie在12月表示,今年,全球上游投资将保持在低位,就像2020年一样,预计上游石油和天然气投资将处于15年来的最低点,仅为3000亿美元,比2019年危机前的投资水平下降30%。</blockquote></p><p> “The world may be sleepwalking into a supply crunch, albeit beyond 2021. A recovery in oil demand back to over 100 million b/d by late 2022 increases risk of a material supply gap later this decade, triggering an upward spike in price,” said Simon Flowers, Chairman and Chief Analyst at WoodMac.</p><p><blockquote>“尽管在2021年之后,世界可能会梦游般地陷入供应紧缩。到2022年底,石油需求恢复到1亿桶/日以上,这增加了本十年晚些时候材料供应缺口的风险,引发价格飙升,”WoodMac董事长兼首席分析师西蒙·弗劳尔斯(Simon Flowers)表示。</blockquote></p><p> Then, “very easy monetary policy” and reflation trade could push oil pricesas high as $100 a barrel next year, Amrita Sen, chief oil analyst at Energy Aspects, told Bloomberg earlier this month.</p><p><blockquote>Energy Aspects首席石油分析师阿姆里塔·森(Amrita Sen)本月早些时候对彭博社表示,“非常宽松的货币政策”和通货再膨胀贸易可能会将明年油价推高至每桶100美元。</blockquote></p><p> In the week to February 9, hedge funds increased bullish bets on 24 major commodity futures by 5 percent to a fresh high of 2.7 million lots, representing a nominal value of $143.7 billion, Ole Hansen, Head of Commodity Strategy at Saxo Bank,said, commenting on the latest Commitments of Traders report.</p><p><blockquote>盛宝银行大宗商品策略主管Ole Hansen在评论交易员最新承诺报告时表示,截至2月9日的一周,对冲基金对24种主要商品期货的看涨押注增加了5%,达到270万手的新高,名义价值为1437亿美元。</blockquote></p><p> The combined net long position—the difference between bullish and bearish bets—in Brent and WTI has now increased to the highest in 28 months, while the net long in the grain sector in agriculture is not far from the record set in August 2012, Hansen noted.</p><p><blockquote>汉森指出,布伦特原油和WTI原油的净多头头寸(看涨和看跌押注之间的差额)现已升至28个月来的最高水平,而农业中谷物板块的净多头距离2012年8月创下的纪录不远。</blockquote></p><p> Post-pandemic growth, tightening supply, and continued demand for reflation hedges pushed the Bloomberg Commodity index to a 27-month high, Hansen said.</p><p><blockquote>汉森表示,大流行后的增长、供应收紧以及对通货再膨胀对冲的持续需求将彭博大宗商品指数推至27个月高点。</blockquote></p><p> <b><i>But Is This The Start Of The Next Commodities Supercycle?</i></b></p><p><blockquote><b><i>但这是下一个大宗商品超级周期的开始吗?</i></b></blockquote></p><p> Although crude oil and other commodities have rallied and signals have emerged to support the call for a new supercycle, some analysts are cautious and say it is a little early to proclaim the beginning of the next commodity supercycle.</p><p><blockquote>尽管原油和其他大宗商品出现反弹,并出现了支持看涨期权进入新一轮超级周期的信号,但一些分析师持谨慎态度,称现在宣布下一轮大宗商品超级周期的开始还为时过早。</blockquote></p><p></p><p> What we see in oil and commodities right now is a cyclical recovery, but a supercycle could be “two to three years away,” George Cheveley, portfolio manager at asset management company Ninety One, told Financial Times’ Natural Resources Editor Neil Hume.</p><p><blockquote>资产管理公司Ninety One的投资组合经理George Cheveley对英国《金融时报》自然资源编辑Neil Hume表示,我们目前在石油和大宗商品中看到的是周期性复苏,但超级周期可能“还需要两到三年的时间”。</blockquote></p><p> This bull run is unlikely to turn into a supercycle for commodities, because while investment may be depressed, “the material is abundant” for many commodities, including crude oil, Ed Morse, managing director and global head of commodities research at Citigroup, told the Financial Post in an interview last week.</p><p><blockquote>花旗集团董事总经理兼大宗商品研究全球主管埃德·莫尔斯(Ed Morse)表示,本轮牛市不太可能演变成大宗商品的超级周期,因为尽管投资可能低迷,但包括原油在内的许多大宗商品“材料丰富”。上周接受《金融邮报》采访时。</blockquote></p><p> Commodities have certainly benefited from the optimism that post-COVID growth and stimulus packages will boost demand and prices, but it may be a little premature to trumpet the next decade-long across-the-board commodities supercycle.</p><p><blockquote>大宗商品无疑受益于人们的乐观情绪,即新冠疫情后的增长和刺激计划将提振需求和价格,但现在宣扬下一个长达十年的全面大宗商品超级周期可能还为时过早。</blockquote></p><p></p>","source":"lsy1606109400967","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is This Oil Rally The Start Of Something Much Bigger?<blockquote>这次油价上涨是更大事件的开始吗?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs This Oil Rally The Start Of Something Much Bigger?<blockquote>这次油价上涨是更大事件的开始吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Oilprice</strong><span class=\"h-time small\">2021-02-17 13:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Commodities have rallied in recent months, outperforming equity indexes amid expectations of an economic recovery, easy monetary policy, and rising inflation.</p><p><blockquote>在经济复苏、宽松货币政策和通胀上升的预期下,大宗商品近几个月来上涨,表现优于股指。</blockquote></p><p> The commodity bull run across the board—spearheaded by a 50-percent jump in oil prices over the past three months—isn’t finished running, analysts and investment banks say. Some of the biggest investment banks have even started to call the start of a new commodities supercycle, which by definition, lasts years—typically about a decade.</p><p><blockquote>分析师和投资银行表示,在过去三个月油价上涨50%的带动下,大宗商品全面牛市尚未结束。一些最大的投资银行甚至开始看涨期权新的大宗商品超级周期的开始,根据定义,这一周期会持续数年——通常约为十年。</blockquote></p><p> Yet, not all investment banks and analysts are as convinced that we are in for a commodities supercycle across the board, warning that the term<i>supercycle</i>is too optimistic for a bull run that could fizzle out within a year or two and could still fall victim to negative COVID-related impacts.</p><p><blockquote>然而,并非所有投资银行和分析师都相信我们将全面进入大宗商品超级周期,并警告称,<i>超级循环</i>对于牛市来说过于乐观,牛市可能会在一两年内失败,并且仍可能成为与新冠病毒相关的负面影响的受害者。</blockquote></p><p> <b><i>Commodity Rally</i></b></p><p><blockquote><b><i>大宗商品反弹</i></b></blockquote></p><p> As early as in October 2020, a few weeks before the first announcement of an effective vaccine candidate, Goldman Sachs said that commodities were headed toward a bull run in 2021. Hedges against expectations of rising inflation, a weakening U.S. dollar in which most commodities are traded, and signals of “very easy” monetary policy from central banks would be the key drivers of rallying commodities, Goldman Sachs said back then.</p><p><blockquote>早在2020年10月,即首次宣布有效候选疫苗的几周前,高盛就表示大宗商品将在2021年走向牛市。高盛当时表示,对冲通胀上升的预期、大多数大宗商品交易的美元走软以及央行“非常宽松”货币政策的信号将是大宗商品上涨的关键驱动力。</blockquote></p><p> Goldman expected the S&P Goldman Sachs Commodity Index (GSCI) to return 42.6 percent for energy over a 12-month period, and 17.9 percent for precious metals.</p><p><blockquote>高盛预计,标普高盛商品指数(GSCI)在12个月内能源回报率为42.6%,贵金属回报率为17.9%。</blockquote></p><p> Over the past three months, the S&P GSCI has outperformed the S&P 500 index, with the commodity index rising by 25 percent, compared to (just) a 9-percent increase in the S&P 500.</p><p><blockquote>过去三个月,标普GSCI跑赢标普500指数,商品指数上涨25%,相比之下,标普500(仅)上涨9%。</blockquote></p><p> Over the same period, oil prices have rallied from the low $40s to above $60 a barrel, driven by vaccine rollouts, OPEC+ production cuts, and expectations of a tight market and rising oil demand later this year when economies return to growth, helped by large stimulus packages.</p><p><blockquote>同期,受疫苗推出、OPEC+减产以及对今年晚些时候经济恢复增长时市场紧张和石油需求上升的预期推动,油价从每桶40美元的低点反弹至60美元以上。大型刺激方案。</blockquote></p><p> <b><i>Some Drivers Of A New Supercycle Are Here…</i></b></p><p><blockquote><b><i>新超级周期的一些驱动因素在这里……</i></b></blockquote></p><p> According to JPMorgan, there are reasons to believe that a new commodity supercycle may have just started.</p><p><blockquote>摩根大通表示,有理由相信,一个新的大宗商品超级周期可能刚刚开始。</blockquote></p><p> “We believe that the new commodity upswing, and in particular oil up cycle, has started,” JPMorgan analysts led by Marko Kolanovic said in a note last week, as carried by Bloomberg.</p><p><blockquote>据彭博社报道,以马尔科·科拉诺维奇为首的摩根大通分析师上周在一份报告中表示:“我们认为,新的大宗商品上涨,特别是石油上涨周期已经开始。”</blockquote></p><p> The latest commodity supercycle ended in 2008 after a 12-year run, boosted by the super-spending and economic surge in China.</p><p><blockquote>在中国过度支出和经济飙升的推动下,最近一次大宗商品超级周期在经历了12年后于2008年结束。</blockquote></p><p> JPMorgan now sees several potential factors underpinning a new supercycle: post-pandemic global economic growth, “ultra loose” monetary policies, increased and tolerated inflation, weakening U.S. dollar, financial inflows to hedge inflation, metals for energy transition markets such as batteries and electric vehicles (EVs), and underinvestment in new oil supply.</p><p><blockquote>摩根大通现在看到了支撑新超级周期的几个潜在因素:大流行后的全球经济增长、“超宽松”货币政策、通胀上升和可容忍、美元疲软、对冲通胀的资金流入、电池和电动汽车等能源转型市场的金属(EV),以及对新石油供应的投资不足。</blockquote></p><p> The International Energy Agency (IEA) warned last year that if investment in oil were to stay at the 2020 levels over the next five years, it would reduce the previously expected level of oil supply in 2025 by nearly 9 million barrels per day (bpd).</p><p><blockquote>国际能源署(IEA)去年警告称,如果未来五年石油投资保持在2020年的水平,将使此前预期的2025年石油供应水平减少近900万桶/日(bpd)。</blockquote></p><p> This year, global upstream investments will stay low, just like they were in 2020, Wood Mackenzie said in December, expecting upstream oil and gas investment at a 15-year low of just US$300 billion, down by 30 percent from the pre-crisis level of investment in 2019.</p><p><blockquote>Wood Mackenzie在12月表示,今年,全球上游投资将保持在低位,就像2020年一样,预计上游石油和天然气投资将处于15年来的最低点,仅为3000亿美元,比2019年危机前的投资水平下降30%。</blockquote></p><p> “The world may be sleepwalking into a supply crunch, albeit beyond 2021. A recovery in oil demand back to over 100 million b/d by late 2022 increases risk of a material supply gap later this decade, triggering an upward spike in price,” said Simon Flowers, Chairman and Chief Analyst at WoodMac.</p><p><blockquote>“尽管在2021年之后,世界可能会梦游般地陷入供应紧缩。到2022年底,石油需求恢复到1亿桶/日以上,这增加了本十年晚些时候材料供应缺口的风险,引发价格飙升,”WoodMac董事长兼首席分析师西蒙·弗劳尔斯(Simon Flowers)表示。</blockquote></p><p> Then, “very easy monetary policy” and reflation trade could push oil pricesas high as $100 a barrel next year, Amrita Sen, chief oil analyst at Energy Aspects, told Bloomberg earlier this month.</p><p><blockquote>Energy Aspects首席石油分析师阿姆里塔·森(Amrita Sen)本月早些时候对彭博社表示,“非常宽松的货币政策”和通货再膨胀贸易可能会将明年油价推高至每桶100美元。</blockquote></p><p> In the week to February 9, hedge funds increased bullish bets on 24 major commodity futures by 5 percent to a fresh high of 2.7 million lots, representing a nominal value of $143.7 billion, Ole Hansen, Head of Commodity Strategy at Saxo Bank,said, commenting on the latest Commitments of Traders report.</p><p><blockquote>盛宝银行大宗商品策略主管Ole Hansen在评论交易员最新承诺报告时表示,截至2月9日的一周,对冲基金对24种主要商品期货的看涨押注增加了5%,达到270万手的新高,名义价值为1437亿美元。</blockquote></p><p> The combined net long position—the difference between bullish and bearish bets—in Brent and WTI has now increased to the highest in 28 months, while the net long in the grain sector in agriculture is not far from the record set in August 2012, Hansen noted.</p><p><blockquote>汉森指出,布伦特原油和WTI原油的净多头头寸(看涨和看跌押注之间的差额)现已升至28个月来的最高水平,而农业中谷物板块的净多头距离2012年8月创下的纪录不远。</blockquote></p><p> Post-pandemic growth, tightening supply, and continued demand for reflation hedges pushed the Bloomberg Commodity index to a 27-month high, Hansen said.</p><p><blockquote>汉森表示,大流行后的增长、供应收紧以及对通货再膨胀对冲的持续需求将彭博大宗商品指数推至27个月高点。</blockquote></p><p> <b><i>But Is This The Start Of The Next Commodities Supercycle?</i></b></p><p><blockquote><b><i>但这是下一个大宗商品超级周期的开始吗?</i></b></blockquote></p><p> Although crude oil and other commodities have rallied and signals have emerged to support the call for a new supercycle, some analysts are cautious and say it is a little early to proclaim the beginning of the next commodity supercycle.</p><p><blockquote>尽管原油和其他大宗商品出现反弹,并出现了支持看涨期权进入新一轮超级周期的信号,但一些分析师持谨慎态度,称现在宣布下一轮大宗商品超级周期的开始还为时过早。</blockquote></p><p></p><p> What we see in oil and commodities right now is a cyclical recovery, but a supercycle could be “two to three years away,” George Cheveley, portfolio manager at asset management company Ninety One, told Financial Times’ Natural Resources Editor Neil Hume.</p><p><blockquote>资产管理公司Ninety One的投资组合经理George Cheveley对英国《金融时报》自然资源编辑Neil Hume表示,我们目前在石油和大宗商品中看到的是周期性复苏,但超级周期可能“还需要两到三年的时间”。</blockquote></p><p> This bull run is unlikely to turn into a supercycle for commodities, because while investment may be depressed, “the material is abundant” for many commodities, including crude oil, Ed Morse, managing director and global head of commodities research at Citigroup, told the Financial Post in an interview last week.</p><p><blockquote>花旗集团董事总经理兼大宗商品研究全球主管埃德·莫尔斯(Ed Morse)表示,本轮牛市不太可能演变成大宗商品的超级周期,因为尽管投资可能低迷,但包括原油在内的许多大宗商品“材料丰富”。上周接受《金融邮报》采访时。</blockquote></p><p> Commodities have certainly benefited from the optimism that post-COVID growth and stimulus packages will boost demand and prices, but it may be a little premature to trumpet the next decade-long across-the-board commodities supercycle.</p><p><blockquote>大宗商品无疑受益于人们的乐观情绪,即新冠疫情后的增长和刺激计划将提振需求和价格,但现在宣扬下一个长达十年的全面大宗商品超级周期可能还为时过早。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://oilprice.com/Energy/Oil-Prices/Is-This-Oil-Rally-The-Start-Of-Something-Much-Bigger.html\">Oilprice</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://oilprice.com/Energy/Oil-Prices/Is-This-Oil-Rally-The-Start-Of-Something-Much-Bigger.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146053060","content_text":"Commodities have rallied in recent months, outperforming equity indexes amid expectations of an economic recovery, easy monetary policy, and rising inflation.\nThe commodity bull run across the board—spearheaded by a 50-percent jump in oil prices over the past three months—isn’t finished running, analysts and investment banks say. Some of the biggest investment banks have even started to call the start of a new commodities supercycle, which by definition, lasts years—typically about a decade.\nYet, not all investment banks and analysts are as convinced that we are in for a commodities supercycle across the board, warning that the termsupercycleis too optimistic for a bull run that could fizzle out within a year or two and could still fall victim to negative COVID-related impacts.\nCommodity Rally\nAs early as in October 2020, a few weeks before the first announcement of an effective vaccine candidate, Goldman Sachs said that commodities were headed toward a bull run in 2021. Hedges against expectations of rising inflation, a weakening U.S. dollar in which most commodities are traded, and signals of “very easy” monetary policy from central banks would be the key drivers of rallying commodities, Goldman Sachs said back then.\nGoldman expected the S&P Goldman Sachs Commodity Index (GSCI) to return 42.6 percent for energy over a 12-month period, and 17.9 percent for precious metals.\nOver the past three months, the S&P GSCI has outperformed the S&P 500 index, with the commodity index rising by 25 percent, compared to (just) a 9-percent increase in the S&P 500.\nOver the same period, oil prices have rallied from the low $40s to above $60 a barrel, driven by vaccine rollouts, OPEC+ production cuts, and expectations of a tight market and rising oil demand later this year when economies return to growth, helped by large stimulus packages.\nSome Drivers Of A New Supercycle Are Here…\nAccording to JPMorgan, there are reasons to believe that a new commodity supercycle may have just started.\n“We believe that the new commodity upswing, and in particular oil up cycle, has started,” JPMorgan analysts led by Marko Kolanovic said in a note last week, as carried by Bloomberg.\nThe latest commodity supercycle ended in 2008 after a 12-year run, boosted by the super-spending and economic surge in China.\nJPMorgan now sees several potential factors underpinning a new supercycle: post-pandemic global economic growth, “ultra loose” monetary policies, increased and tolerated inflation, weakening U.S. dollar, financial inflows to hedge inflation, metals for energy transition markets such as batteries and electric vehicles (EVs), and underinvestment in new oil supply.\nThe International Energy Agency (IEA) warned last year that if investment in oil were to stay at the 2020 levels over the next five years, it would reduce the previously expected level of oil supply in 2025 by nearly 9 million barrels per day (bpd).\nThis year, global upstream investments will stay low, just like they were in 2020, Wood Mackenzie said in December, expecting upstream oil and gas investment at a 15-year low of just US$300 billion, down by 30 percent from the pre-crisis level of investment in 2019.\n“The world may be sleepwalking into a supply crunch, albeit beyond 2021. A recovery in oil demand back to over 100 million b/d by late 2022 increases risk of a material supply gap later this decade, triggering an upward spike in price,” said Simon Flowers, Chairman and Chief Analyst at WoodMac.\nThen, “very easy monetary policy” and reflation trade could push oil pricesas high as $100 a barrel next year, Amrita Sen, chief oil analyst at Energy Aspects, told Bloomberg earlier this month.\nIn the week to February 9, hedge funds increased bullish bets on 24 major commodity futures by 5 percent to a fresh high of 2.7 million lots, representing a nominal value of $143.7 billion, Ole Hansen, Head of Commodity Strategy at Saxo Bank,said, commenting on the latest Commitments of Traders report.\nThe combined net long position—the difference between bullish and bearish bets—in Brent and WTI has now increased to the highest in 28 months, while the net long in the grain sector in agriculture is not far from the record set in August 2012, Hansen noted.\nPost-pandemic growth, tightening supply, and continued demand for reflation hedges pushed the Bloomberg Commodity index to a 27-month high, Hansen said.\nBut Is This The Start Of The Next Commodities Supercycle?\nAlthough crude oil and other commodities have rallied and signals have emerged to support the call for a new supercycle, some analysts are cautious and say it is a little early to proclaim the beginning of the next commodity supercycle.\nWhat we see in oil and commodities right now is a cyclical recovery, but a supercycle could be “two to three years away,” George Cheveley, portfolio manager at asset management company Ninety One, told Financial Times’ Natural Resources Editor Neil Hume.\nThis bull run is unlikely to turn into a supercycle for commodities, because while investment may be depressed, “the material is abundant” for many commodities, including crude oil, Ed Morse, managing director and global head of commodities research at Citigroup, told the Financial Post in an interview last week.\nCommodities have certainly benefited from the optimism that post-COVID growth and stimulus packages will boost demand and prices, but it may be a little premature to trumpet the next decade-long across-the-board commodities supercycle.","news_type":1,"symbols_score_info":{"CLmain":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382726610,"gmtCreate":1613485889030,"gmtModify":1634553471433,"author":{"id":"3574770700496796","authorId":"3574770700496796","name":"WadeW","avatar":"https://static.tigerbbs.com/515948ceeb9bc7c8764d485f743405e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574770700496796","idStr":"3574770700496796"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a>正式起航了吗","listText":"<a href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a>正式起航了吗","text":"$Castor Maritime, Inc.(CTRM)$正式起航了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382726610","isVote":1,"tweetType":1,"viewCount":1649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382131678,"gmtCreate":1613380297694,"gmtModify":1631890613329,"author":{"id":"3574770700496796","authorId":"3574770700496796","name":"WadeW","avatar":"https://static.tigerbbs.com/515948ceeb9bc7c8764d485f743405e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574770700496796","idStr":"3574770700496796"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GTE\">$Gran Tierra(GTE)$</a>its time","listText":"<a href=\"https://laohu8.com/S/GTE\">$Gran Tierra(GTE)$</a>its time","text":"$Gran Tierra(GTE)$its time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382131678","repostId":"2110904027","repostType":4,"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}