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Joycelinsng
Joycelinsng
·
2021-09-28
Hold
Is Lululemon Stock A Buy Or Sell After Q2 Earnings? Key Risk Is Lower-Than-Expected Profitability
Summary Lululemon's share price has done much better than the key benchmark stock indices in the pa
Is Lululemon Stock A Buy Or Sell After Q2 Earnings? Key Risk Is Lower-Than-Expected Profitability
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Joycelinsng
Joycelinsng
·
2021-07-13
[Miser] [Miser] [Miser]
非常抱歉，此主贴已删除
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Joycelinsng
Joycelinsng
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2021-07-06
[OMG]
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Joycelinsng
Joycelinsng
·
2021-07-01
[Miser] [Miser] [Miser]
The S&P 500 Notches Its Second-Best First Half Since the Dot-Com Bubble. What Comes Next.
Since 1979, the S&P 500 has gained 10% or more 14 times during the first half of the year. The S&P 5
The S&P 500 Notches Its Second-Best First Half Since the Dot-Com Bubble. What Comes Next.
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Joycelinsng
Joycelinsng
·
2021-06-27
[Smile]
5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021
These growth and value stocks are begging to be bought by investors.
5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021
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Joycelinsng
Joycelinsng
·
2021-06-26
[Miser]
FuboTV’s Move Into Sports Betting Stokes Investor Attention to ‘Bros’ Cable
(Update: June 25, 2021 at 10:55 a.m. ET) FUBO stock is a sports-heavy cable replacement that, for
FuboTV’s Move Into Sports Betting Stokes Investor Attention to ‘Bros’ Cable
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Joycelinsng
Joycelinsng
·
2021-06-08
Promising stock to hold
非常抱歉，此主贴已删除
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Joycelinsng
Joycelinsng
·
2021-06-05
What does this even mean?
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Joycelinsng
Joycelinsng
·
2021-05-05
Hi
2 Gaming Stocks That Have a Killer Advantage
Unity Software and Sea Limited enjoy strong network effects that will make their stocks soar higher.
2 Gaming Stocks That Have a Killer Advantage
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Joycelinsng
Joycelinsng
·
2021-05-04
Hold ur horses
Stocks decline after a solid start to May, tech shares lead losses
(May 4) The major averages fell on Tuesday, following a strong start to May, with technology stocks
Stocks decline after a solid start to May, tech shares lead losses
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17:36","market":"us","language":"en","title":"Is Lululemon Stock A Buy Or Sell After Q2 Earnings? Key Risk Is Lower-Than-Expected Profitability","url":"https://stock-news.laohu8.com/highlight/detail?id=1139296336","media":"Seeking Alpha","summary":"Summary\n\nLululemon's share price has done much better than the key benchmark stock indices in the pa","content":"<p><b>Summary</b></p>\n<ul>\n <li>Lululemon's share price has done much better than the key benchmark stock indices in the past few months, as a result of better-than-expected financial performance in 1H 2021.</li>\n <li>LULU achieved strong top line and bottom line growth in Q2 2021 which also beat market expectations, but lower-than-expected profitability for the company going forward is a key downside risk.</li>\n <li>I see Lululemon stock as Hold after Q2 earnings, as its valuations are expensive, and an earnings miss in the future could de-rate its shares.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c5831fd8e2c9cd8844c973c0f757a56\" tg-width=\"1536\" tg-height=\"1022\" width=\"100%\" height=\"auto\"><span>jentakespictures/iStock Editorial via Getty Images</span></p>\n<p><b>Elevator Pitch</b></p>\n<p>I assign a Neutral rating to Lululemon Athletica Inc (LULU).</p>\n<p>Lululemon has delivered significant stock price outperformance as compared to the major benchmark stock indices in the last couple of months, and the stock's current valuations are not that appealing following its recent share price run. Larger-than-expected investments in the near future, an unfavorable sales mix with the introduction of new footwear products next year, and potential supply chain disruptions could be a potential drag on LULU's forward earnings.</p>\n<p>My rating for Lululemon is a Hold or Neutral. On one hand, I am positive on LULU's better-than-expected Q2 results and its long-term growth prospects. On the flip side, LULU's premium valuations and recent share price run have priced in the near-term positives for the company, while there are downside risks relating to its future earnings outlook.</p>\n<p><b>Company Description</b></p>\n<p>In its press releases, Lululemon Athletica Inc refers to itself as \"a healthy lifestyle inspired athletic apparel company for yoga, running, training, and most other sweaty pursuits\". LULU was established in 1998, and the company's shares were listed on the Nasdaq in 2007.</p>\n<p>As of August 1, 2021, Lululemon boasted a network of 534 storesthat are located in 17 different markets. LULU generated 69%, 14% and 17%of the company's revenue from the US, Canada and international markets, respectively in the first half of FY 2021. The company-operated stores, the direct-to-consumer business, and others contributed 46%, 43% and 11% of its 1H 2021 sales, respectively. In the company's most recent 10-Q filing, Lululemon Athletica defines the others business segment as \"outlets, temporary locations, sales to wholesale accounts, license and supply arrangements, and MIRROR (home gym business acquired in2020).\"</p>\n<p><b>Lululemon Stock Price</b></p>\n<p>Lululemon's stock price increased by +20.4% and +32.8% in the year-to-date and past one-year time periods, respectively which tracked the performance of the S&P 500 and the Nasdaq Composite very closely. However, LULU started to outperform the key benchmark stock indices in the last couple of months. In the past six months, Lululemon's share price rose by+33.3%, while the Nasdaq Composite and S&P 500 were only up in the low-teens percentages over the same period. In the last three months, LULU's shares went up by +25.0%, as compared to the +7.7% and +5.5% increases for the Nasdaq Composite and S&P 500, respectively during the same time.</p>\n<p>LULU's earnings beat for both the first and second quarter of 2021 clearly helped to drive the company's recent strong stock price performance. More significantly, Lululemon Athletica's above-expectations financial performance in the first half of this year implies that the company has structural growth drivers working in its favor, instead of merely being a beneficiary of one-off Work-From-Home or WFH tailwinds during the peak of COVID-19.</p>\n<p>At its recent second-quarter results briefing, Lululemon noted that \"the pandemic drove forward, accelerated some of the guest behaviors that play to the strength of our brand\" which included \"general fitness awareness\", \"being well, living well\" and \"the importance of functional apparel\". The company also emphasized that its \"brand is early innings across product with activities where we focus on\" and \"gaining market share across categories\".</p>\n<p>Separately, it is critical to examine if whether Lululemon's recent share price outperformance makes it less attractive as a potential investment candidate in terms of valuations.</p>\n<p><b>Peer Valuation Comparison For LULU</b></p>\n<table>\n <tbody>\n <tr>\n <td><b>Stock</b></td>\n <td><b>Consensus Current Fiscal Year Normalized P/E Multiple</b></td>\n <td><b>Consensus Forward One Fiscal Year Normalized P/E Multiple</b></td>\n <td><b>Consensus Current Fiscal Year Revenue Growth Metric</b></td>\n <td><b>Consensus Forward One Fiscal Year Revenue Growth Metric</b></td>\n <td><b>Consensus Current Fiscal Year ROE Metric</b></td>\n <td><b>Consensus Forward One Fiscal Year ROE Metric</b></td>\n </tr>\n <tr>\n <td><b>Lululemon</b></td>\n <td>56.0</td>\n <td>47.1</td>\n <td>+41.6%</td>\n <td>+15.0%</td>\n <td>33.4%</td>\n <td>34.8%</td>\n </tr>\n <tr>\n <td>Canada Goose Holdings Inc. (GOOS)</td>\n <td>40.8</td>\n <td>26.8</td>\n <td>+21.7%</td>\n <td>+18.2%</td>\n <td>18.7%</td>\n <td>21.3%</td>\n </tr>\n <tr>\n <td>Under Armour, Inc. (UAA)</td>\n <td>38.7</td>\n <td>34.0</td>\n <td>+23.0%</td>\n <td>+5.3%</td>\n <td>13.4%</td>\n <td>14.8%</td>\n </tr>\n <tr>\n <td>NIKE, Inc. (NKE)</td>\n <td>37.2</td>\n <td>31.5</td>\n <td>+12.4%</td>\n <td>+10.0%</td>\n <td>47.1%</td>\n <td>47.6%</td>\n </tr>\n <tr>\n <td>adidas AG (OTCQX:ADDYY) (OTCQX:ADDDF) [ADS:GR]</td>\n <td>38.8</td>\n <td>29.0</td>\n <td>+10.6%</td>\n <td>+12.1%</td>\n <td>22.5%</td>\n <td>25.2%</td>\n </tr>\n </tbody>\n</table>\n<p>Source: S&P Capital IQ</p>\n<p>As per the peer comparison table presented above, Lululemon is valued by the market at a significant premium to the company's listed peers with respect to forward P/E valuation metrics. LULU does boast superior revenue growth prospects as compared to all of its peers, while its forecasted ROEs are higher than the majority of its peers as well. As such, Lululemon does deserve to trade at higher P/E multiples than that of its peers, but the stock's lofty valuations are not very attractive on an absolute basis if one wants to consider it as an investment candidate.</p>\n<p><b>LULU Stock Earnings</b></p>\n<p>LULU reported its Q2 2021 earnings on September 8, 2021 after trading hours, and the company's stock price jumped by +11% the next day, from $380.85 to $420.71. It is clear that the market is very satisfied with Lululemon's recent quarterly financial performance.</p>\n<p>LULU's top line expanded by +61% YoY from $903 million in Q2 2020 to $1,451 million in Q2 2021, while its non-GAAP adjusted earnings per share increased by +123% YoY from $0.74 to$1.65over the same period. Notably, Lululemon's revenue and earnings per share were+9% and +39% higher than the market consensus' forecasts, respectively based on S&P Capital IQ data. As I highlighted in the preceding section with reference to the management's comments, athleisure continues to see strong demand, and Lululemon is a key beneficiary as the leading brand in this segment, which explains the company's good quarterly financial results.</p>\n<p>Specifically, the excellent performance of Lululemon's international and e-commerce businesses in the recent quarter is noteworthy. LULU's revenue from international markets grew by +49% YoY in Q2 2021, and this was equivalent to a two-year CAGR of +43%. Lululemon highlighted at the company's Q2 earnings call that \"our international business is ahead of the four times growth (revenue target) we put out to be completed by the end of 2023.\"</p>\n<p>On the other hand, LULU's e-commerce sales still increased by+4%YoY (adjusted for foreign exchange effects) in Q2 2021, despite an exceptionally high base in Q2 2020 (+157% YoY e-commerce sales growth). This translates to a two-year e-commerce sales CAGR of approximately +66%. Lululemonrevealedthat it is implementing new initiatives to further drive the growth of its e-commerce business, which includes \"expanding our alternative payment methods, improved storytelling, more predictive search and a more seamless checkout.\"</p>\n<p>Moving ahead, Lululemon is guiding for $6.19-$6.26 billion in revenue and $7.38-$7.48 in earnings per share for full-year fiscal 2021. This is aligned with Wall Street analysts' consensus top line and bottom line of $6.233 billion and $7.48, which translate to YoY growth rates of +41.6% and +59.2%, respectively as per S&P Capital IQ data.</p>\n<p>However, there is a real risk that the company disappoints on profitability in the coming quarters.</p>\n<p>Firstly, Lululemon's future investments could be larger than expected. The company guided at its recent results call for FY 2021 SG&A (Selling, General & Administrative) \"deleverage of 10 to 30 basis points versus 2020\" and an increase in capital expenditures this year. LULU attributed this to \"our investment in MIRROR (highlighted in \"Company Description\" section) brand building\", \"MIRROR shop-in-shops\" and \"increased investment in our supply chain, digital capabilities, new store openings and renovations.\" It is not unusual for actual investments to turn out to be greater than what companies budget for.</p>\n<p>Secondly, LULU's introduction of footwear products in 2022 could be negative for the company's overall gross profit margin. At its 1Q 2021 earnings call in June 2021, Lululemon mentioned that \"we are bringing footwear next year.\" As a new product line which will begin with relatively lower volume, footwear products are likely to have lower gross profit margins than LULU's existing core products. In other words, Lululemon's sales mix could be less favorable next year, and this could translate to lower gross margins for the company as a whole.</p>\n<p>Thirdly, lock-downs in Vietnam relating to COVID-19 could have an adverse impact on the company's business operations. Lululemon acknowledged at its Q2 2021 results briefing that the Vietnam production disruption \"is currently impacting approximately 20% of our second half inventory\", with the country accounting for \"30% of our finished goods.\" A September 13, 2021 <i>Seeking Alpha</i> news article quoted research from <i>BTIG</i> which mentioned that there are \"supply risks in the apparel and footwear sector as the negative impact of Vietnam factory closures becomes clearer.\" LULU's current full-year guidance is based onthe assumptionthat Southern Vietnam commences its re-opening process this month, and if that does not happen, Lululemon's financial numbers in the subsequent quarters could potentially come in below expectations.</p>\n<p><b>Is LULU Stock A Buy, Sell, Or Hold?</b></p>\n<p>LULU stock is a Hold based on my analysis.</p>\n<p>I fear that Lululemon could suffer from a valuation de-rating, assuming that the company's future quarterly earnings fall short of market expectations as a result of the various factors that I highlighted in the previous section. That said, I do acknowledge that LULU is the market leader in athleisure with significantmarket share, and its medium-term growth prospects are excellent, especially for the international and e-commerce segments. Considering both the positives and negatives associated with the stock, my opinion is that a Hold rating is fair for Lululemon.</p>\n<p>LULU's key risks are actual investments exceeding its original budget, a failure to ramp up sales of its new footwear products next year to achieve economies of scale, and prolonged lock-downs in Vietnam which bring greater-than-expected disruptions for the company.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Lululemon Stock A Buy Or Sell After Q2 Earnings? Key Risk Is Lower-Than-Expected Profitability</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Lululemon Stock A Buy Or Sell After Q2 Earnings? Key Risk Is Lower-Than-Expected Profitability\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-17 17:36 GMT+8 <a href=https://seekingalpha.com/article/4455585-lululemon-stock-buy-sell-q2-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLululemon's share price has done much better than the key benchmark stock indices in the past few months, as a result of better-than-expected financial performance in 1H 2021.\nLULU achieved ...</p>\n\n<a href=\"https://seekingalpha.com/article/4455585-lululemon-stock-buy-sell-q2-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LULU":"lululemon athletica"},"source_url":"https://seekingalpha.com/article/4455585-lululemon-stock-buy-sell-q2-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139296336","content_text":"Summary\n\nLululemon's share price has done much better than the key benchmark stock indices in the past few months, as a result of better-than-expected financial performance in 1H 2021.\nLULU achieved strong top line and bottom line growth in Q2 2021 which also beat market expectations, but lower-than-expected profitability for the company going forward is a key downside risk.\nI see Lululemon stock as Hold after Q2 earnings, as its valuations are expensive, and an earnings miss in the future could de-rate its shares.\n\njentakespictures/iStock Editorial via Getty Images\nElevator Pitch\nI assign a Neutral rating to Lululemon Athletica Inc (LULU).\nLululemon has delivered significant stock price outperformance as compared to the major benchmark stock indices in the last couple of months, and the stock's current valuations are not that appealing following its recent share price run. Larger-than-expected investments in the near future, an unfavorable sales mix with the introduction of new footwear products next year, and potential supply chain disruptions could be a potential drag on LULU's forward earnings.\nMy rating for Lululemon is a Hold or Neutral. On one hand, I am positive on LULU's better-than-expected Q2 results and its long-term growth prospects. On the flip side, LULU's premium valuations and recent share price run have priced in the near-term positives for the company, while there are downside risks relating to its future earnings outlook.\nCompany Description\nIn its press releases, Lululemon Athletica Inc refers to itself as \"a healthy lifestyle inspired athletic apparel company for yoga, running, training, and most other sweaty pursuits\". LULU was established in 1998, and the company's shares were listed on the Nasdaq in 2007.\nAs of August 1, 2021, Lululemon boasted a network of 534 storesthat are located in 17 different markets. LULU generated 69%, 14% and 17%of the company's revenue from the US, Canada and international markets, respectively in the first half of FY 2021. The company-operated stores, the direct-to-consumer business, and others contributed 46%, 43% and 11% of its 1H 2021 sales, respectively. In the company's most recent 10-Q filing, Lululemon Athletica defines the others business segment as \"outlets, temporary locations, sales to wholesale accounts, license and supply arrangements, and MIRROR (home gym business acquired in2020).\"\nLululemon Stock Price\nLululemon's stock price increased by +20.4% and +32.8% in the year-to-date and past one-year time periods, respectively which tracked the performance of the S&P 500 and the Nasdaq Composite very closely. However, LULU started to outperform the key benchmark stock indices in the last couple of months. In the past six months, Lululemon's share price rose by+33.3%, while the Nasdaq Composite and S&P 500 were only up in the low-teens percentages over the same period. In the last three months, LULU's shares went up by +25.0%, as compared to the +7.7% and +5.5% increases for the Nasdaq Composite and S&P 500, respectively during the same time.\nLULU's earnings beat for both the first and second quarter of 2021 clearly helped to drive the company's recent strong stock price performance. More significantly, Lululemon Athletica's above-expectations financial performance in the first half of this year implies that the company has structural growth drivers working in its favor, instead of merely being a beneficiary of one-off Work-From-Home or WFH tailwinds during the peak of COVID-19.\nAt its recent second-quarter results briefing, Lululemon noted that \"the pandemic drove forward, accelerated some of the guest behaviors that play to the strength of our brand\" which included \"general fitness awareness\", \"being well, living well\" and \"the importance of functional apparel\". The company also emphasized that its \"brand is early innings across product with activities where we focus on\" and \"gaining market share across categories\".\nSeparately, it is critical to examine if whether Lululemon's recent share price outperformance makes it less attractive as a potential investment candidate in terms of valuations.\nPeer Valuation Comparison For LULU\n\n\n\nStock\nConsensus Current Fiscal Year Normalized P/E Multiple\nConsensus Forward One Fiscal Year Normalized P/E Multiple\nConsensus Current Fiscal Year Revenue Growth Metric\nConsensus Forward One Fiscal Year Revenue Growth Metric\nConsensus Current Fiscal Year ROE Metric\nConsensus Forward One Fiscal Year ROE Metric\n\n\nLululemon\n56.0\n47.1\n+41.6%\n+15.0%\n33.4%\n34.8%\n\n\nCanada Goose Holdings Inc. (GOOS)\n40.8\n26.8\n+21.7%\n+18.2%\n18.7%\n21.3%\n\n\nUnder Armour, Inc. (UAA)\n38.7\n34.0\n+23.0%\n+5.3%\n13.4%\n14.8%\n\n\nNIKE, Inc. (NKE)\n37.2\n31.5\n+12.4%\n+10.0%\n47.1%\n47.6%\n\n\nadidas AG (OTCQX:ADDYY) (OTCQX:ADDDF) [ADS:GR]\n38.8\n29.0\n+10.6%\n+12.1%\n22.5%\n25.2%\n\n\n\nSource: S&P Capital IQ\nAs per the peer comparison table presented above, Lululemon is valued by the market at a significant premium to the company's listed peers with respect to forward P/E valuation metrics. LULU does boast superior revenue growth prospects as compared to all of its peers, while its forecasted ROEs are higher than the majority of its peers as well. As such, Lululemon does deserve to trade at higher P/E multiples than that of its peers, but the stock's lofty valuations are not very attractive on an absolute basis if one wants to consider it as an investment candidate.\nLULU Stock Earnings\nLULU reported its Q2 2021 earnings on September 8, 2021 after trading hours, and the company's stock price jumped by +11% the next day, from $380.85 to $420.71. It is clear that the market is very satisfied with Lululemon's recent quarterly financial performance.\nLULU's top line expanded by +61% YoY from $903 million in Q2 2020 to $1,451 million in Q2 2021, while its non-GAAP adjusted earnings per share increased by +123% YoY from $0.74 to$1.65over the same period. Notably, Lululemon's revenue and earnings per share were+9% and +39% higher than the market consensus' forecasts, respectively based on S&P Capital IQ data. As I highlighted in the preceding section with reference to the management's comments, athleisure continues to see strong demand, and Lululemon is a key beneficiary as the leading brand in this segment, which explains the company's good quarterly financial results.\nSpecifically, the excellent performance of Lululemon's international and e-commerce businesses in the recent quarter is noteworthy. LULU's revenue from international markets grew by +49% YoY in Q2 2021, and this was equivalent to a two-year CAGR of +43%. Lululemon highlighted at the company's Q2 earnings call that \"our international business is ahead of the four times growth (revenue target) we put out to be completed by the end of 2023.\"\nOn the other hand, LULU's e-commerce sales still increased by+4%YoY (adjusted for foreign exchange effects) in Q2 2021, despite an exceptionally high base in Q2 2020 (+157% YoY e-commerce sales growth). This translates to a two-year e-commerce sales CAGR of approximately +66%. Lululemonrevealedthat it is implementing new initiatives to further drive the growth of its e-commerce business, which includes \"expanding our alternative payment methods, improved storytelling, more predictive search and a more seamless checkout.\"\nMoving ahead, Lululemon is guiding for $6.19-$6.26 billion in revenue and $7.38-$7.48 in earnings per share for full-year fiscal 2021. This is aligned with Wall Street analysts' consensus top line and bottom line of $6.233 billion and $7.48, which translate to YoY growth rates of +41.6% and +59.2%, respectively as per S&P Capital IQ data.\nHowever, there is a real risk that the company disappoints on profitability in the coming quarters.\nFirstly, Lululemon's future investments could be larger than expected. The company guided at its recent results call for FY 2021 SG&A (Selling, General & Administrative) \"deleverage of 10 to 30 basis points versus 2020\" and an increase in capital expenditures this year. LULU attributed this to \"our investment in MIRROR (highlighted in \"Company Description\" section) brand building\", \"MIRROR shop-in-shops\" and \"increased investment in our supply chain, digital capabilities, new store openings and renovations.\" It is not unusual for actual investments to turn out to be greater than what companies budget for.\nSecondly, LULU's introduction of footwear products in 2022 could be negative for the company's overall gross profit margin. At its 1Q 2021 earnings call in June 2021, Lululemon mentioned that \"we are bringing footwear next year.\" As a new product line which will begin with relatively lower volume, footwear products are likely to have lower gross profit margins than LULU's existing core products. In other words, Lululemon's sales mix could be less favorable next year, and this could translate to lower gross margins for the company as a whole.\nThirdly, lock-downs in Vietnam relating to COVID-19 could have an adverse impact on the company's business operations. Lululemon acknowledged at its Q2 2021 results briefing that the Vietnam production disruption \"is currently impacting approximately 20% of our second half inventory\", with the country accounting for \"30% of our finished goods.\" A September 13, 2021 Seeking Alpha news article quoted research from BTIG which mentioned that there are \"supply risks in the apparel and footwear sector as the negative impact of Vietnam factory closures becomes clearer.\" LULU's current full-year guidance is based onthe assumptionthat Southern Vietnam commences its re-opening process this month, and if that does not happen, Lululemon's financial numbers in the subsequent quarters could potentially come in below expectations.\nIs LULU Stock A Buy, Sell, Or Hold?\nLULU stock is a Hold based on my analysis.\nI fear that Lululemon could suffer from a valuation de-rating, assuming that the company's future quarterly earnings fall short of market expectations as a result of the various factors that I highlighted in the previous section. That said, I do acknowledge that LULU is the market leader in athleisure with significantmarket share, and its medium-term growth prospects are excellent, especially for the international and e-commerce segments. Considering both the positives and negatives associated with the stock, my opinion is that a Hold rating is fair for Lululemon.\nLULU's key risks are actual investments exceeding its original budget, a failure to ramp up sales of its new footwear products next year to achieve economies of scale, and prolonged lock-downs in Vietnam which bring greater-than-expected disruptions for the company.","news_type":1,"symbols_score_info":{"LULU":0.9}},"isVote":1,"tweetType":1,"viewCount":2112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145015095,"gmtCreate":1626183073317,"gmtModify":1631890704907,"author":{"id":"3577251918188197","authorId":"3577251918188197","name":"Joycelinsng","avatar":"https://static.tigerbbs.com/fa80264c581342ecd56fa828ec7fcd0f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577251918188197","authorIdStr":"3577251918188197"},"themes":[],"htmlText":"[Miser] [Miser] [Miser] ","listText":"[Miser] [Miser] [Miser] ","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/145015095","repostId":"1121575153","repostType":4,"isVote":1,"tweetType":1,"viewCount":2444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154445171,"gmtCreate":1625541769993,"gmtModify":1631890704934,"author":{"id":"3577251918188197","authorId":"3577251918188197","name":"Joycelinsng","avatar":"https://static.tigerbbs.com/fa80264c581342ecd56fa828ec7fcd0f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577251918188197","authorIdStr":"3577251918188197"},"themes":[],"htmlText":"[OMG] ","listText":"[OMG] ","text":"[OMG]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/154445171","repostId":"2149466331","repostType":4,"isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158886187,"gmtCreate":1625143940849,"gmtModify":1631890704934,"author":{"id":"3577251918188197","authorId":"3577251918188197","name":"Joycelinsng","avatar":"https://static.tigerbbs.com/fa80264c581342ecd56fa828ec7fcd0f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577251918188197","authorIdStr":"3577251918188197"},"themes":[],"htmlText":"[Miser] [Miser] [Miser] ","listText":"[Miser] [Miser] [Miser] ","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/158886187","repostId":"1106223449","repostType":4,"repost":{"id":"1106223449","kind":"news","pubTimestamp":1625122086,"share":"https://ttm.financial/m/news/1106223449?lang=&edition=full","pubTime":"2021-07-01 14:48","market":"us","language":"en","title":"The S&P 500 Notches Its Second-Best First Half Since the Dot-Com Bubble. What Comes Next.","url":"https://stock-news.laohu8.com/highlight/detail?id=1106223449","media":"Barrons","summary":"Since 1979, the S&P 500 has gained 10% or more 14 times during the first half of the year.\nThe S&P 5","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d70d0323609e9ce596a9a90e475422d1\" tg-width=\"1260\" tg-height=\"840\"><span>Since 1979, the S&P 500 has gained 10% or more 14 times during the first half of the year.</span></p>\n<p>The S&P 500 closed its second-best first half since the dot-com bubble. Don’t be surprised if the stock market keeps on rising.</p>\n<p>With June coming to an end, the S&P 500 finished the first half of 2021 with a gain of 14.4%. Since 1998, only 2019’s 17.4% first-half surge has been larger.</p>\n<p>The market got a boost from Covid-19 vaccinations, which have helped the U.S. economy reopen, while trillions of dollars of fiscal stimulus have helped shore up demand. The gains continued even as concerns about inflation have increased speculation that the Federal Reserve would be forced to take steps to slow the economy.</p>\n<p>The combination of big gains and a more hawkish Fed have raised concerns that the market has become too complacent. If inflation continues to run hot for long enough, the central bank could be forced to act more quickly than the market expects—and cause stocks to tumble. Others worry that U.S. economic growth could slow faster than investors anticipate, causing a pullback in the process.</p>\n<p>For those who take that view, there is no better time to back away from the stock market than the present. History suggests otherwise.</p>\n<p>Since 1979, the S&P 500 has gained 10% or more 14 times during the first half of the year, and the index has gone on to average a 6.3% gain over the second half of the year. What’s more, the index finished the second half of the year higher In 11 of those instances, or 79% of the time.</p>\n<p>Even the losses, when they occurred, weren’t all that bad. The S&P 500 dropped 1.9% in the second half of 1983 and 3.5% during the last six months of 1986.</p>\n<p>The one exception was the last six months of 1987 when the index fell 19% during the second half of the year. That period included Black Monday, when the S&P 500 dropped 20% in one day, still a record loss. While selling linked to so-called portfolio insurance was ultimately blamed for the size and speed of the loss, the second half of 1987 was a period of rising bond yields and high stock-market valuations, just like the first half of 2021.</p>\n<p>Still, the market has been acting like it wants to go higher, not lower. Pullbacks, a normal event in the midst of bull runs, have been mild in 2021, with the largest drops being less than 4%. “What the [S&P 500] has done throughout 2021 is pick itself up when and where it has needed to, maintaining an uptrend all along,” writes Frank Cappelleri, chief market technician at Instinet.</p>\n<p>That 6.3% average second-half rise would push the S&P 500’s full-year gain to around 23%. That would represent a “textbook [market] recovery” from a recession, says Fundstrat’s Tom Lee.</p>\n<p>For now, at least, the path of least resistance is higher.</p>\n<p><img src=\"https://static.tigerbbs.com/3cb229b2e05d59b9c126d464a7d771bb\" tg-width=\"958\" tg-height=\"647\"></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 Notches Its Second-Best First Half Since the Dot-Com Bubble. What Comes Next.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 Notches Its Second-Best First Half Since the Dot-Com Bubble. What Comes Next.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 14:48 GMT+8 <a href=https://www.barrons.com/articles/stock-market-futures-crash-gains-51625071996?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since 1979, the S&P 500 has gained 10% or more 14 times during the first half of the year.\nThe S&P 500 closed its second-best first half since the dot-com bubble. Don’t be surprised if the stock ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-futures-crash-gains-51625071996?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stock-market-futures-crash-gains-51625071996?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106223449","content_text":"Since 1979, the S&P 500 has gained 10% or more 14 times during the first half of the year.\nThe S&P 500 closed its second-best first half since the dot-com bubble. Don’t be surprised if the stock market keeps on rising.\nWith June coming to an end, the S&P 500 finished the first half of 2021 with a gain of 14.4%. Since 1998, only 2019’s 17.4% first-half surge has been larger.\nThe market got a boost from Covid-19 vaccinations, which have helped the U.S. economy reopen, while trillions of dollars of fiscal stimulus have helped shore up demand. The gains continued even as concerns about inflation have increased speculation that the Federal Reserve would be forced to take steps to slow the economy.\nThe combination of big gains and a more hawkish Fed have raised concerns that the market has become too complacent. If inflation continues to run hot for long enough, the central bank could be forced to act more quickly than the market expects—and cause stocks to tumble. Others worry that U.S. economic growth could slow faster than investors anticipate, causing a pullback in the process.\nFor those who take that view, there is no better time to back away from the stock market than the present. History suggests otherwise.\nSince 1979, the S&P 500 has gained 10% or more 14 times during the first half of the year, and the index has gone on to average a 6.3% gain over the second half of the year. What’s more, the index finished the second half of the year higher In 11 of those instances, or 79% of the time.\nEven the losses, when they occurred, weren’t all that bad. The S&P 500 dropped 1.9% in the second half of 1983 and 3.5% during the last six months of 1986.\nThe one exception was the last six months of 1987 when the index fell 19% during the second half of the year. That period included Black Monday, when the S&P 500 dropped 20% in one day, still a record loss. While selling linked to so-called portfolio insurance was ultimately blamed for the size and speed of the loss, the second half of 1987 was a period of rising bond yields and high stock-market valuations, just like the first half of 2021.\nStill, the market has been acting like it wants to go higher, not lower. Pullbacks, a normal event in the midst of bull runs, have been mild in 2021, with the largest drops being less than 4%. “What the [S&P 500] has done throughout 2021 is pick itself up when and where it has needed to, maintaining an uptrend all along,” writes Frank Cappelleri, chief market technician at Instinet.\nThat 6.3% average second-half rise would push the S&P 500’s full-year gain to around 23%. That would represent a “textbook [market] recovery” from a recession, says Fundstrat’s Tom Lee.\nFor now, at least, the path of least resistance is higher.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124430335,"gmtCreate":1624778070327,"gmtModify":1631890704931,"author":{"id":"3577251918188197","authorId":"3577251918188197","name":"Joycelinsng","avatar":"https://static.tigerbbs.com/fa80264c581342ecd56fa828ec7fcd0f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577251918188197","authorIdStr":"3577251918188197"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/124430335","repostId":"2146090006","repostType":4,"repost":{"id":"2146090006","kind":"highlight","pubTimestamp":1624755315,"share":"https://ttm.financial/m/news/2146090006?lang=&edition=full","pubTime":"2021-06-27 08:55","market":"us","language":"en","title":"5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2146090006","media":"Motley Fool","summary":"These growth and value stocks are begging to be bought by investors.","content":"<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.</p>\n<p>Although Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1077c8372814d2b8150e933b4c608005\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Even though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in <b>Amazon</b> (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.</p>\n<p>As most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.</p>\n<p>But it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b18b49b2b35da2fc49e0a83b883d1c22\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>Pharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than <b>Bristol Myers Squibb</b> (NYSE:BMY).</p>\n<p>One reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with <b>Pfizer</b>, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.</p>\n<p>Another reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b152e369d7c967dcbc926192ee888c1\" tg-width=\"700\" tg-height=\"531\"><span>Image source: Getty Images.</span></p>\n<h2>Mastercard</h2>\n<p>Everyone seems to be looking for the smartest recovery play from the pandemic. Payment processor <b>Mastercard</b> (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.</p>\n<p>Mastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.</p>\n<p>Investors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e1a1fe028efa4c966b66ef2cd466f5\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Teva Pharmaceutical Industries</h2>\n<p>If you have an appetite for turnaround plays, brand-name and generic-drug developer <b>Teva Pharmaceutical Industries</b> (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.</p>\n<p>While there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.</p>\n<p>Schultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a30c4dfd6886a29e22d3c6558c3e56\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bank of America</h2>\n<p>Lastly, bank stock <b>Bank of America</b> (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.</p>\n<p>For much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.</p>\n<p>At the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:55 GMT+8 <a href=https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMY":"施贵宝","BRK.A":"伯克希尔","BAC":"美国银行","AMZN":"亚马逊","BRK.B":"伯克希尔B","MA":"万事达","TEVA":"梯瓦制药"},"source_url":"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146090006","content_text":"When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.\nAlthough Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nEven though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in Amazon (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.\nAs most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.\nBut it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.\nImage source: Getty Images.\nBristol Myers Squibb\nPharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than Bristol Myers Squibb (NYSE:BMY).\nOne reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with Pfizer, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.\nAnother reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.\nImage source: Getty Images.\nMastercard\nEveryone seems to be looking for the smartest recovery play from the pandemic. Payment processor Mastercard (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.\nMastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.\nInvestors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.\nImage source: Getty Images.\nTeva Pharmaceutical Industries\nIf you have an appetite for turnaround plays, brand-name and generic-drug developer Teva Pharmaceutical Industries (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.\nWhile there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.\nSchultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.\nImage source: Getty Images.\nBank of America\nLastly, bank stock Bank of America (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.\nFor much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.\nAt the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.","news_type":1,"symbols_score_info":{"AMZN":0.9,"BAC":0.9,"BMY":0.9,"BRK.A":0.9,"BRK.B":0.9,"MA":0.9,"TEVA":0.9}},"isVote":1,"tweetType":1,"viewCount":1819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124964272,"gmtCreate":1624720784596,"gmtModify":1631890704934,"author":{"id":"3577251918188197","authorId":"3577251918188197","name":"Joycelinsng","avatar":"https://static.tigerbbs.com/fa80264c581342ecd56fa828ec7fcd0f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577251918188197","authorIdStr":"3577251918188197"},"themes":[],"htmlText":"[Miser] ","listText":"[Miser] ","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124964272","repostId":"1116948252","repostType":4,"repost":{"id":"1116948252","kind":"news","pubTimestamp":1624619800,"share":"https://ttm.financial/m/news/1116948252?lang=&edition=full","pubTime":"2021-06-25 19:16","market":"us","language":"en","title":"FuboTV’s Move Into Sports Betting Stokes Investor Attention to ‘Bros’ Cable","url":"https://stock-news.laohu8.com/highlight/detail?id=1116948252","media":"InvestorPlace","summary":"(Update: June 25, 2021 at 10:55 a.m. ET)\n\n FUBO stock is a sports-heavy cable replacement that, for ","content":"<p><i><b>(Update: June 25, 2021 at 10:55 a.m. ET)</b></i></p>\n<blockquote>\n FUBO stock is a sports-heavy cable replacement that, for now, remains independent of larger powers.\n</blockquote>\n<p>Fubo rose about 8% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/84b7197427bcb20e0a913ef882385580\" tg-width=\"708\" tg-height=\"529\" referrerpolicy=\"no-referrer\"></p>\n<p><b>FuboTV</b> is a bros’ cable replacement service, top-heavy with sports.</p>\n<p><img src=\"https://static.tigerbbs.com/64559be90b4944925627c5ad0e941dff\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Lori Butcher/ShutterStock.com</p>\n<p>It’s a cable replacement. It competes with<b>Alphabet’s</b>(NASDAQ:<b><u>GOOGL</u></b>) YouTube TV,<b>Dish Networks’</b>(NASDAQ:<b><u>DISH</u></b>) Sling,<b>ViacomCBS’</b>(NASDAQ:<b><u>VIAC</u></b>) Pluto,<b>Walt Disney’s</b>(NYSE:<b><u>DIS</u></b>) Hulu + Live TV, Warner-Discovery’s<b><u>AT&T</u></b> (NYSE:<b><u>T</u></b>) TV and<b>Philo</b>, owned by a collection of cable operators.</p>\n<p>Notice anything about that list? Only one is independent: Fubo. That makes it a pearl of great price, with a market cap of $4.5 billion on 2020 revenue of just $217 million. That’s a fast-moving target, however. During its March quarter, Fubo had revenue of$119 million. As of next week, FUBO stock will join the<b>Russell 3000 index</b>.</p>\n<p>It still loses money, but those losses are narrowing as it scales.</p>\n<p><b>Why Buy Fubo?</b></p>\n<p>Fast broadband and the rise of dedicated services like<b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>) have made streaming cable very attractive over the last two years. Pay $65 a month for streaming cable instead of $150 for the wired variety and you have $85 to buy other streaming services or to put in your pocket.</p>\n<p>Fubo initially called itself a “Netflix of sports,” and its lineup remains sports-heavy . An $80 per month “Elite” package offersliterally dozensof national, regional and Spanish-language sports channels.</p>\n<p>Fubo, which went public last year, isn’t entirely without bosses.<b>Comcast</b>(NASDAQ:<b><u>CMCSA</u></b>), ViacomCBS, and Walt Disneyall have stakes in it,acquired throughcarriage rights. Comcast took a9.3% stakeearly this year.</p>\n<p><b>The Gaming Pitch for FUBO Stock</b></p>\n<p>Like<b>Sinclair Broadcast Group</b> (NASDAQ:<b><u>SBGI</u></b>), which changed the name of its regional sports networks to<b>Bally’s</b>to get into sports betting, Fubo is also betting on gamblers for growth.</p>\n<p>Fubo bought a Chicago-based start-up called<b>Vigtory</b>in January. It plans to launcha sports betting appin the fourth quarter.</p>\n<p>This will put Fubo in competition with<b>DraftKings</b>(NASDAQ:<b><u>DKNG</u></b>),<b>Flutter Entertainment</b>(OTCMKTS:<b><u>PDYPY</u></b>) and the casino/sportsbook industry. The service will let gamblers watch and bet direct from their couches, as that becomes legal. Recently it added a former<b>Penn National Gaming</b>(NASDAQ:<b><u>PENN</u></b>) executive to thesports gambling unit’s board.</p>\n<p>Special Investor Appeal</p>\n<p>Fast growth and independence are what make Fubo attractive to investors. Otherwise, why pay 6-15x revenue (depending on how you’re measuring) for a money-losing company with a me-too service?</p>\n<p>That’s how<b>Lightshed Partners</b>saw things last December when they recommended investorsshort the stock. They noticed that most of its cable operator holders had taken stock for carriage rights and expected them to sell. This, however, was before the launch of Fubo Gaming. A subsequent short squeeze sent the stock price as high as $52 a share in February. Shorts then took command into May, sending the stock as low as $16. It opens this morning at about $32.</p>\n<p>Our Luke Lango, however, hasthe buy light on. He notes that most consumers have yet to cut the cord, with almost 65% still getting their TV via either cable or broadcasting. With under 600,000 subscribers in the first quarter, Fubo had plenty of room to grow, he wrote, making it the #1 streaming stock to buy.</p>\n<p><b>The Bottom Line</b></p>\n<p>If you’re buying Fubo stock today, you’re expecting a take-out.</p>\n<p>As with<b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>), with its streaming stick, Fubo is a minnow among sharks. If it has a better way of doing things, the giants who are trailing in these markets want it.</p>\n<p>Comcast is the most likely buyer, as they’re reportedly circling bothRokuandViacomCBS. With $254 billion in market cap and over $100 billion in annual revenue, Comcast could easily buy Fubo, too. It would then plead for permission from antitrust authorities because it’s “so small” in relation to competitors<b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>),<b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) and Google.</p>\n<p>But most deals would have to be friendly. Roku and ViacomCBS both have dual-share structures, giving management absolute control. It’s why only<b>WarnerMedia</b>has been sold in recent years, and that repeatedly.</p>\n<p>Still, any Comcast bid would likely start a bidding war. If you want to be an arbitrageur, now is the time to get in.</p>","source":"lsy1606302653667","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>FuboTV’s Move Into Sports Betting Stokes Investor Attention to ‘Bros’ Cable</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFuboTV’s Move Into Sports Betting Stokes Investor Attention to ‘Bros’ Cable\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 19:16 GMT+8 <a href=https://investorplace.com/2021/06/fubos-move-into-sports-betting-stokes-investor-attention-to-bros-cable/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Update: June 25, 2021 at 10:55 a.m. ET)\n\n FUBO stock is a sports-heavy cable replacement that, for now, remains independent of larger powers.\n\nFubo rose about 8% in morning trading.\n\nFuboTV is a bros...</p>\n\n<a href=\"https://investorplace.com/2021/06/fubos-move-into-sports-betting-stokes-investor-attention-to-bros-cable/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc."},"source_url":"https://investorplace.com/2021/06/fubos-move-into-sports-betting-stokes-investor-attention-to-bros-cable/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116948252","content_text":"(Update: June 25, 2021 at 10:55 a.m. ET)\n\n FUBO stock is a sports-heavy cable replacement that, for now, remains independent of larger powers.\n\nFubo rose about 8% in morning trading.\n\nFuboTV is a bros’ cable replacement service, top-heavy with sports.\nSource: Lori Butcher/ShutterStock.com\nIt’s a cable replacement. It competes withAlphabet’s(NASDAQ:GOOGL) YouTube TV,Dish Networks’(NASDAQ:DISH) Sling,ViacomCBS’(NASDAQ:VIAC) Pluto,Walt Disney’s(NYSE:DIS) Hulu + Live TV, Warner-Discovery’sAT&T (NYSE:T) TV andPhilo, owned by a collection of cable operators.\nNotice anything about that list? Only one is independent: Fubo. That makes it a pearl of great price, with a market cap of $4.5 billion on 2020 revenue of just $217 million. That’s a fast-moving target, however. During its March quarter, Fubo had revenue of$119 million. As of next week, FUBO stock will join theRussell 3000 index.\nIt still loses money, but those losses are narrowing as it scales.\nWhy Buy Fubo?\nFast broadband and the rise of dedicated services likeNetflix(NASDAQ:NFLX) have made streaming cable very attractive over the last two years. Pay $65 a month for streaming cable instead of $150 for the wired variety and you have $85 to buy other streaming services or to put in your pocket.\nFubo initially called itself a “Netflix of sports,” and its lineup remains sports-heavy . An $80 per month “Elite” package offersliterally dozensof national, regional and Spanish-language sports channels.\nFubo, which went public last year, isn’t entirely without bosses.Comcast(NASDAQ:CMCSA), ViacomCBS, and Walt Disneyall have stakes in it,acquired throughcarriage rights. Comcast took a9.3% stakeearly this year.\nThe Gaming Pitch for FUBO Stock\nLikeSinclair Broadcast Group (NASDAQ:SBGI), which changed the name of its regional sports networks toBally’sto get into sports betting, Fubo is also betting on gamblers for growth.\nFubo bought a Chicago-based start-up calledVigtoryin January. It plans to launcha sports betting appin the fourth quarter.\nThis will put Fubo in competition withDraftKings(NASDAQ:DKNG),Flutter Entertainment(OTCMKTS:PDYPY) and the casino/sportsbook industry. The service will let gamblers watch and bet direct from their couches, as that becomes legal. Recently it added a formerPenn National Gaming(NASDAQ:PENN) executive to thesports gambling unit’s board.\nSpecial Investor Appeal\nFast growth and independence are what make Fubo attractive to investors. Otherwise, why pay 6-15x revenue (depending on how you’re measuring) for a money-losing company with a me-too service?\nThat’s howLightshed Partnerssaw things last December when they recommended investorsshort the stock. They noticed that most of its cable operator holders had taken stock for carriage rights and expected them to sell. This, however, was before the launch of Fubo Gaming. A subsequent short squeeze sent the stock price as high as $52 a share in February. Shorts then took command into May, sending the stock as low as $16. It opens this morning at about $32.\nOur Luke Lango, however, hasthe buy light on. He notes that most consumers have yet to cut the cord, with almost 65% still getting their TV via either cable or broadcasting. With under 600,000 subscribers in the first quarter, Fubo had plenty of room to grow, he wrote, making it the #1 streaming stock to buy.\nThe Bottom Line\nIf you’re buying Fubo stock today, you’re expecting a take-out.\nAs withRoku(NASDAQ:ROKU), with its streaming stick, Fubo is a minnow among sharks. If it has a better way of doing things, the giants who are trailing in these markets want it.\nComcast is the most likely buyer, as they’re reportedly circling bothRokuandViacomCBS. With $254 billion in market cap and over $100 billion in annual revenue, Comcast could easily buy Fubo, too. It would then plead for permission from antitrust authorities because it’s “so small” in relation to competitorsApple(NASDAQ:AAPL),Amazon (NASDAQ:AMZN) and Google.\nBut most deals would have to be friendly. Roku and ViacomCBS both have dual-share structures, giving management absolute control. It’s why onlyWarnerMediahas been sold in recent years, and that repeatedly.\nStill, any Comcast bid would likely start a bidding war. If you want to be an arbitrageur, now is the time to get in.","news_type":1,"symbols_score_info":{"FUBO":0.9}},"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180931957,"gmtCreate":1623167743079,"gmtModify":1631890704941,"author":{"id":"3577251918188197","authorId":"3577251918188197","name":"Joycelinsng","avatar":"https://static.tigerbbs.com/fa80264c581342ecd56fa828ec7fcd0f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577251918188197","authorIdStr":"3577251918188197"},"themes":[],"htmlText":"Promising stock to hold","listText":"Promising stock to hold","text":"Promising stock to hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/180931957","repostId":"1133174841","repostType":2,"isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112607350,"gmtCreate":1622864064270,"gmtModify":1631890704944,"author":{"id":"3577251918188197","authorId":"3577251918188197","name":"Joycelinsng","avatar":"https://static.tigerbbs.com/fa80264c581342ecd56fa828ec7fcd0f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577251918188197","authorIdStr":"3577251918188197"},"themes":[],"htmlText":"What does this even mean?","listText":"What does this even mean?","text":"What does this even mean?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/112607350","repostId":"2141404739","repostType":2,"isVote":1,"tweetType":1,"viewCount":2144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102561024,"gmtCreate":1620224543568,"gmtModify":1631890704937,"author":{"id":"3577251918188197","authorId":"3577251918188197","name":"Joycelinsng","avatar":"https://static.tigerbbs.com/fa80264c581342ecd56fa828ec7fcd0f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577251918188197","authorIdStr":"3577251918188197"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/102561024","repostId":"2133528055","repostType":4,"repost":{"id":"2133528055","kind":"highlight","pubTimestamp":1620218700,"share":"https://ttm.financial/m/news/2133528055?lang=&edition=full","pubTime":"2021-05-05 20:45","market":"us","language":"en","title":"2 Gaming Stocks That Have a Killer Advantage","url":"https://stock-news.laohu8.com/highlight/detail?id=2133528055","media":"Motley Fool","summary":"Unity Software and Sea Limited enjoy strong network effects that will make their stocks soar higher.","content":"<p>The video gaming industry is probably bigger than you think it is. Companies in the industry generate $180 billion in annual revenue worldwide. When compared with other entertainment sectors, that's bigger than the film industry ($100 billion) and the sports industry ($75 billion) combined. While gaming hardware being sold by <b>Sony</b>, <b>Microsoft</b>, and <b>Nintendo </b>makes up a significant percentage of that revenue, the vast majority (roughly $167 billion) is related to software sales.</p><p>There are numerous software companies in this sector, many of them private. Among the highly successful public companies on the software side are names like <b>Activision</b> <b>Blizzard</b>, <b>Electronic Arts</b>, <b>Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive</b>, and <b>Ubisoft</b>.</p><p><a href=\"https://laohu8.com/S/TWOA\">Two</a> video game-related investments I particularly like are <b>Sea Limited </b>(NYSE:SE) and <b>Unity Software </b>(NYSE:U). Here's why.</p><h2>1. Sea Limited is a platform company</h2><p>When Sea first began, it was a video gaming company called Garena, short for \"Gaming Arena.\" It's a virtual place to play and watch video games across southeast Asia (and now South America as well). The most famous video game the company introduced is <i>Free Fire</i>, a battle royale mobile game. It's a free game, but many addicted customers spend within the game anyway, buying additional weapons or character improvements. That's why Sea's \"free game\" brought in more than $2 billion in revenue in 2020.</p><p>As CEO Forrest Li said on a conference call, \"<i>Free Fire</i> was once again a key driver of Garena's outperformance. According to App Annie, it continues to be the highest-grossing mobile game in Latin America and Southeast Asia in the fourth quarter, as well as the full year of 2020. It has maintained the top ranking for six consecutive quarters.\"</p><p>The popularity of the game continues to astound. As Li put it, \"We're also pleased to share that <i>Free Fire</i> was once again the most downloaded mobile game in the world in 2020, according to App Annie. This is the second year in a row that <i>Free Fire</i> was ranked first globally.\"</p><p>One major difference between Sea and all its competitors is when these companies were founded. Li created Sea in 2009, which is important because it's after the introduction of the iPhone in 2007. Not surprisingly, Sea has always focused on mobile games. The major American (and French) games companies were all started back in the 20th century, and have always focused on creating games for the various hardware platforms. They have been late to the mobile revolution, and have been trying to play catch-up, mostly by acquisition.</p><table border=\"1\"><tbody><tr><th>Software company</th><th>Year founded</th></tr><tr><td>Activision</td><td>1979</td></tr><tr><td>Entertainment Arts</td><td>1982</td></tr><tr><td>Ubisoft</td><td>1986</td></tr><tr><td>Blizzard</td><td>1991</td></tr><tr><td>Take-Two Interactive</td><td>1993</td></tr><tr><td>Sea Limited</td><td><b>2009</b></td></tr></tbody></table><p>Founding dates based on reporting from Wikipedia. (Activision and Blizzard merged in 2008.)</p><p>Sea has had a major head start in mobile games, which is its killer advantage. As Motley Fool Rulebreaker fans would say, the company was a first mover in an important, emerging industry. But what's really killing the competition is how Sea took advantage of its head start and locked in its popularity with its mobile audience, using the revenue generated to fund expansion into new revenue opportunities such as opening up an e-commerce site, Shopee, and creating a mobile payments platform, Sea Money. Now the network effect is helping to cement its position as the top internet company in Southeast Asia.</p><h2>2. Unity Software is a distributor, not a developer</h2><p>Unlike Sea and the rest of the software brigade, Unity Software does not develop any video games itself. Instead, Unity provides a suite of advanced software tools to help other companies more efficiently create video games. Unity also provides distribution for smaller studios that create fun games for our smartphones. Unity enjoys a duopoly with competitor Epic Games in that regard.</p><p>While Epic Games is best known publicly for its popular <i>Fortnite </i>game, in the industry Epic is best known for its Unreal engine, the software that competes with Unity in providing tools for game developers. While Unreal is known for its high-end computer graphics, Unity's focus has been on simpler tools that do the same thing. Because of its simplicity, Unity is generally winning on the mobile side. In the fourth quarter, Unity management reported that 71% of the top 1,000 mobile games were made on its platform. That's amazing dominance in mobile, the fastest-growing segment of the gaming industry.</p><p>As a distributor, Unity will make a lot of money in the gaming industry with much less risk than content creators face. Studios can spend millions of dollars introducing a new game and quickly go out of business if the game fails to achieve any popularity. A distributor like Unity makes its profits as the entire industry advances, earning a share of all sales from the games using its platform, whether they succeed or not.</p><p>It's the platform, in other words, that gives Unity its killer advantage. And this platform also has a powerful moat. Software developers are trained on specific tools. For a new threat to Unity to emerge, the technological advance would have to be so amazing that industry veterans would spend the time to \"go back to school\" and learn a whole new system. Right now, most software developers have a favorite between Unity and Epic's Unreal. Some are equally adept with both technologies. But few would be interested in spending months learning a third system unless they really had to do it.</p><p>What makes Unity a particularly exciting investment is that it's the leading software engine in the creation of virtual reality (VR) and augmented reality (AR) games. While this is a tiny segment of the industry right now, it's expected to be massive in the next decade or two because its applications stretch beyond just gaming. For instance, <b>Autodesk</b> is now using Unity's tools in the architecture vertical, and <b>Volkswagen</b> used Unity's software to build an online showroom for its automobiles.</p><h2>Investor takeaway</h2><p>While there will be many winners in the gaming industry, Sea Limited and Unity are particularly strong investments because these companies enjoy powerful network effects. Indeed, both of these companies are so strong right now that they are using their leadership roles in gaming software in order to seize market share in other industries as well. That will help these stocks reward investors for many years to come.</p>","source":"fool_stock","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>2 Gaming Stocks That Have a Killer Advantage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Gaming Stocks That Have a Killer Advantage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-05 20:45 GMT+8 <a href=https://www.fool.com/investing/2021/05/05/2-gaming-stocks-that-have-a-killer-advantage/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The video gaming industry is probably bigger than you think it is. Companies in the industry generate $180 billion in annual revenue worldwide. When compared with other entertainment sectors, that's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/05/2-gaming-stocks-that-have-a-killer-advantage/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc.","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/05/05/2-gaming-stocks-that-have-a-killer-advantage/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133528055","content_text":"The video gaming industry is probably bigger than you think it is. Companies in the industry generate $180 billion in annual revenue worldwide. When compared with other entertainment sectors, that's bigger than the film industry ($100 billion) and the sports industry ($75 billion) combined. While gaming hardware being sold by Sony, Microsoft, and Nintendo makes up a significant percentage of that revenue, the vast majority (roughly $167 billion) is related to software sales.There are numerous software companies in this sector, many of them private. Among the highly successful public companies on the software side are names like Activision Blizzard, Electronic Arts, Take-Two Interactive, and Ubisoft.Two video game-related investments I particularly like are Sea Limited (NYSE:SE) and Unity Software (NYSE:U). Here's why.1. Sea Limited is a platform companyWhen Sea first began, it was a video gaming company called Garena, short for \"Gaming Arena.\" It's a virtual place to play and watch video games across southeast Asia (and now South America as well). The most famous video game the company introduced is Free Fire, a battle royale mobile game. It's a free game, but many addicted customers spend within the game anyway, buying additional weapons or character improvements. That's why Sea's \"free game\" brought in more than $2 billion in revenue in 2020.As CEO Forrest Li said on a conference call, \"Free Fire was once again a key driver of Garena's outperformance. According to App Annie, it continues to be the highest-grossing mobile game in Latin America and Southeast Asia in the fourth quarter, as well as the full year of 2020. It has maintained the top ranking for six consecutive quarters.\"The popularity of the game continues to astound. As Li put it, \"We're also pleased to share that Free Fire was once again the most downloaded mobile game in the world in 2020, according to App Annie. This is the second year in a row that Free Fire was ranked first globally.\"One major difference between Sea and all its competitors is when these companies were founded. Li created Sea in 2009, which is important because it's after the introduction of the iPhone in 2007. Not surprisingly, Sea has always focused on mobile games. The major American (and French) games companies were all started back in the 20th century, and have always focused on creating games for the various hardware platforms. They have been late to the mobile revolution, and have been trying to play catch-up, mostly by acquisition.Software companyYear foundedActivision1979Entertainment Arts1982Ubisoft1986Blizzard1991Take-Two Interactive1993Sea Limited2009Founding dates based on reporting from Wikipedia. (Activision and Blizzard merged in 2008.)Sea has had a major head start in mobile games, which is its killer advantage. As Motley Fool Rulebreaker fans would say, the company was a first mover in an important, emerging industry. But what's really killing the competition is how Sea took advantage of its head start and locked in its popularity with its mobile audience, using the revenue generated to fund expansion into new revenue opportunities such as opening up an e-commerce site, Shopee, and creating a mobile payments platform, Sea Money. Now the network effect is helping to cement its position as the top internet company in Southeast Asia.2. Unity Software is a distributor, not a developerUnlike Sea and the rest of the software brigade, Unity Software does not develop any video games itself. Instead, Unity provides a suite of advanced software tools to help other companies more efficiently create video games. Unity also provides distribution for smaller studios that create fun games for our smartphones. Unity enjoys a duopoly with competitor Epic Games in that regard.While Epic Games is best known publicly for its popular Fortnite game, in the industry Epic is best known for its Unreal engine, the software that competes with Unity in providing tools for game developers. While Unreal is known for its high-end computer graphics, Unity's focus has been on simpler tools that do the same thing. Because of its simplicity, Unity is generally winning on the mobile side. In the fourth quarter, Unity management reported that 71% of the top 1,000 mobile games were made on its platform. That's amazing dominance in mobile, the fastest-growing segment of the gaming industry.As a distributor, Unity will make a lot of money in the gaming industry with much less risk than content creators face. Studios can spend millions of dollars introducing a new game and quickly go out of business if the game fails to achieve any popularity. A distributor like Unity makes its profits as the entire industry advances, earning a share of all sales from the games using its platform, whether they succeed or not.It's the platform, in other words, that gives Unity its killer advantage. And this platform also has a powerful moat. Software developers are trained on specific tools. For a new threat to Unity to emerge, the technological advance would have to be so amazing that industry veterans would spend the time to \"go back to school\" and learn a whole new system. Right now, most software developers have a favorite between Unity and Epic's Unreal. Some are equally adept with both technologies. But few would be interested in spending months learning a third system unless they really had to do it.What makes Unity a particularly exciting investment is that it's the leading software engine in the creation of virtual reality (VR) and augmented reality (AR) games. While this is a tiny segment of the industry right now, it's expected to be massive in the next decade or two because its applications stretch beyond just gaming. For instance, Autodesk is now using Unity's tools in the architecture vertical, and Volkswagen used Unity's software to build an online showroom for its automobiles.Investor takeawayWhile there will be many winners in the gaming industry, Sea Limited and Unity are particularly strong investments because these companies enjoy powerful network effects. Indeed, both of these companies are so strong right now that they are using their leadership roles in gaming software in order to seize market share in other industries as well. That will help these stocks reward investors for many years to come.","news_type":1,"symbols_score_info":{"SE":0.9,"U":0.9}},"isVote":1,"tweetType":1,"viewCount":1670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106434629,"gmtCreate":1620138444161,"gmtModify":1631890704945,"author":{"id":"3577251918188197","authorId":"3577251918188197","name":"Joycelinsng","avatar":"https://static.tigerbbs.com/fa80264c581342ecd56fa828ec7fcd0f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577251918188197","authorIdStr":"3577251918188197"},"themes":[],"htmlText":"Hold ur horses ","listText":"Hold ur horses ","text":"Hold ur horses","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106434629","repostId":"1150215705","repostType":4,"repost":{"id":"1150215705","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620135133,"share":"https://ttm.financial/m/news/1150215705?lang=&edition=full","pubTime":"2021-05-04 21:32","market":"us","language":"en","title":"Stocks decline after a solid start to May, tech shares lead losses","url":"https://stock-news.laohu8.com/highlight/detail?id=1150215705","media":"Tiger Newspress","summary":"(May 4) The major averages fell on Tuesday, following a strong start to May, with technology stocks ","content":"<p>(May 4) The major averages fell on Tuesday, following a strong start to May, with technology stocks experiencing the biggest selling pressure.</p><p>The Dow Jones Industrial Average lost 90 points. The S&P 500 fell 0.5%. The tech-heavy Nasdaq Composite was the hardest hit, dropping 0.9%.</p><p>Apple, Tesla and Alphabet were all down 1% shortly after the open.</p><p>Bank stocks rally. </p><p><img src=\"https://static.tigerbbs.com/b474d7c79644c649a1944236e72262f6\" tg-width=\"268\" tg-height=\"240\">Oil stocks rose.</p><p><img src=\"https://static.tigerbbs.com/deb5072ad8a43d76f9f7322e8c5525c6\" tg-width=\"266\" tg-height=\"241\"></p><p>Countering that move were stocks rising on strong earnings. Pfizer shares rose 1% in premarket tradingafter posting quarterly resultsthat beat expectations and raising its 2021 guidance. CVS Health shares jumped 3% after the pharmacy chain and insurance companyalso raised its guidance.</p><p>United States Steelmoved 3% higher in premarket trading after Credit Suisseupgradedthe stock to outperform from underperform, saying that the surge in prices for steel made it clear that the industry was in a “super cycle.”</p><p>The move in futures occurred as investors jockeyed to pick which shares to ride and which shares to dump from here with the market at all time highs. Investors are torn between playing the reopening with shares like retailers or continuing to bet on Big Tech, which just reported blockbuster earnings.</p><p>“The whole thing to me is this amazing leadership problem,” Frank Gretz, a technical analyst at Wellington Shields, told CNBC. “There were 2,800 stocks up on the New York Stock Exchange yesterday, but it was hard to make money. That’s a very unusual pattern. It’s just the difference between these reopen stocks versus the tech stocks.”</p><p>The move in futures followed solid gains for the Dow on Monday as piled into shares that would benefit the most from an economic reopening. The 30-stock benchmark rallied more than 200 points, while the S&P 500 inched up 0.3%. Retail stocks led the market advance with Gap and Macy’s rallying more than 7%. Dillard’s rose nearly 10%, while Urban Outfitters and Kohl’s both gained more than 5%.</p><p>“Buying activity picked up within industrials, Boeing and Delta saw heavy trading activity as investors may be taking advantage of depressed pricing and banking on reopenings,” said Chris Larkin, managing director of trading and investing product at E-Trade Financial.</p><p>States continued to relax pandemic restrictions amid the vaccine rollout. New York Gov. Andrew Cuomo announced that most capacity restrictions will be lifted across New York, New Jersey and Connecticut, while 24-hour subway service will resume in New York City later this month.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks decline after a solid start to May, tech shares lead losses</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks decline after a solid start to May, tech shares lead losses\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-04 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(May 4) The major averages fell on Tuesday, following a strong start to May, with technology stocks experiencing the biggest selling pressure.</p><p>The Dow Jones Industrial Average lost 90 points. The S&P 500 fell 0.5%. The tech-heavy Nasdaq Composite was the hardest hit, dropping 0.9%.</p><p>Apple, Tesla and Alphabet were all down 1% shortly after the open.</p><p>Bank stocks rally. </p><p><img src=\"https://static.tigerbbs.com/b474d7c79644c649a1944236e72262f6\" tg-width=\"268\" tg-height=\"240\">Oil stocks rose.</p><p><img src=\"https://static.tigerbbs.com/deb5072ad8a43d76f9f7322e8c5525c6\" tg-width=\"266\" tg-height=\"241\"></p><p>Countering that move were stocks rising on strong earnings. Pfizer shares rose 1% in premarket tradingafter posting quarterly resultsthat beat expectations and raising its 2021 guidance. CVS Health shares jumped 3% after the pharmacy chain and insurance companyalso raised its guidance.</p><p>United States Steelmoved 3% higher in premarket trading after Credit Suisseupgradedthe stock to outperform from underperform, saying that the surge in prices for steel made it clear that the industry was in a “super cycle.”</p><p>The move in futures occurred as investors jockeyed to pick which shares to ride and which shares to dump from here with the market at all time highs. Investors are torn between playing the reopening with shares like retailers or continuing to bet on Big Tech, which just reported blockbuster earnings.</p><p>“The whole thing to me is this amazing leadership problem,” Frank Gretz, a technical analyst at Wellington Shields, told CNBC. “There were 2,800 stocks up on the New York Stock Exchange yesterday, but it was hard to make money. That’s a very unusual pattern. It’s just the difference between these reopen stocks versus the tech stocks.”</p><p>The move in futures followed solid gains for the Dow on Monday as piled into shares that would benefit the most from an economic reopening. The 30-stock benchmark rallied more than 200 points, while the S&P 500 inched up 0.3%. Retail stocks led the market advance with Gap and Macy’s rallying more than 7%. Dillard’s rose nearly 10%, while Urban Outfitters and Kohl’s both gained more than 5%.</p><p>“Buying activity picked up within industrials, Boeing and Delta saw heavy trading activity as investors may be taking advantage of depressed pricing and banking on reopenings,” said Chris Larkin, managing director of trading and investing product at E-Trade Financial.</p><p>States continued to relax pandemic restrictions amid the vaccine rollout. New York Gov. Andrew Cuomo announced that most capacity restrictions will be lifted across New York, New Jersey and Connecticut, while 24-hour subway service will resume in New York City later this month.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150215705","content_text":"(May 4) The major averages fell on Tuesday, following a strong start to May, with technology stocks experiencing the biggest selling pressure.The Dow Jones Industrial Average lost 90 points. The S&P 500 fell 0.5%. The tech-heavy Nasdaq Composite was the hardest hit, dropping 0.9%.Apple, Tesla and Alphabet were all down 1% shortly after the open.Bank stocks rally. Oil stocks rose.Countering that move were stocks rising on strong earnings. Pfizer shares rose 1% in premarket tradingafter posting quarterly resultsthat beat expectations and raising its 2021 guidance. CVS Health shares jumped 3% after the pharmacy chain and insurance companyalso raised its guidance.United States Steelmoved 3% higher in premarket trading after Credit Suisseupgradedthe stock to outperform from underperform, saying that the surge in prices for steel made it clear that the industry was in a “super cycle.”The move in futures occurred as investors jockeyed to pick which shares to ride and which shares to dump from here with the market at all time highs. Investors are torn between playing the reopening with shares like retailers or continuing to bet on Big Tech, which just reported blockbuster earnings.“The whole thing to me is this amazing leadership problem,” Frank Gretz, a technical analyst at Wellington Shields, told CNBC. “There were 2,800 stocks up on the New York Stock Exchange yesterday, but it was hard to make money. That’s a very unusual pattern. It’s just the difference between these reopen stocks versus the tech stocks.”The move in futures followed solid gains for the Dow on Monday as piled into shares that would benefit the most from an economic reopening. The 30-stock benchmark rallied more than 200 points, while the S&P 500 inched up 0.3%. Retail stocks led the market advance with Gap and Macy’s rallying more than 7%. Dillard’s rose nearly 10%, while Urban Outfitters and Kohl’s both gained more than 5%.“Buying activity picked up within industrials, Boeing and Delta saw heavy trading activity as investors may be taking advantage of depressed pricing and banking on reopenings,” said Chris Larkin, managing director of trading and investing product at E-Trade Financial.States continued to relax pandemic restrictions amid the vaccine rollout. New York Gov. Andrew Cuomo announced that most capacity restrictions will be lifted across New York, New Jersey and Connecticut, while 24-hour subway service will resume in New York City later this month.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}