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- Diamondhand2Diamondhand2
  ·2021-08-06
  Isiiskdkf
  20 cloud stocks expected to increase sales the most over the next two years
  Cloud ETFs are close to record highs, propelled by a rally in the sector Analysts see stellar sales
  20 cloud stocks expected to increase sales the most over the next two years
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- Diamondhand2Diamondhand2
  ·2021-07-30
  Ggffgh
  非常抱歉，此主贴已删除
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- Diamondhand2Diamondhand2
  ·2021-07-27
  Hubccryhbbbhhhh uhh what you are
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- Diamondhand2Diamondhand2
  ·2021-07-13
  Bdmdjd
  Earnings season starts with sky-high stock prices and soaring expectations
  Earnings season begins with two major tailwinds: sky-high prices and soaring expectations. On paper,
  Earnings season starts with sky-high stock prices and soaring expectations
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- Diamondhand2Diamondhand2
  ·2021-07-12
  Lol
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- Diamondhand2Diamondhand2
  ·2021-07-08
  Zzzzz
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- Diamondhand2Diamondhand2
  ·2021-06-30
  Issudi
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- Diamondhand2Diamondhand2
  ·2021-06-30
  Jsjsjdj
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- Diamondhand2Diamondhand2
  ·2021-06-30
  Jsjsjdj
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- Diamondhand2Diamondhand2
  ·2021-06-30
  Man that’s tough
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(Getty Images/iStockphoto)</span></p>\n<p>U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p>\n<p>Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p>\n<p>Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p>\n<p>To begin the screen, we looked at the five largest cloud ETFs:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p>\n<p>Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p>\n<p>Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p>\n<p>As part of its description of ARKW, FactSet says the following:</p>\n<p><i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p>\n<p><b>Cloud-stock screen</b></p>\n<p>Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p>\n<p>To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p>\n<p>Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p>\n<p>It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p>\n<p>Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years</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\">\n20 cloud stocks expected to increase sales the most over the next two years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LC":"LendingClub","ZG":"Zillow Class A","TSLA":"特斯拉","CRWD":"CrowdStrike Holdings, Inc.","SHOP":"Shopify Inc","VCYT":"Veracyte Inc","TDOC":"Teladoc Health Inc.","ROKU":"Roku Inc","KC":"金山云","MELI":"MercadoLibre","SE":"Sea Ltd","SNAP":"Snap Inc","SKLZ":"Skillz Inc","COIN":"Coinbase Global, Inc.","PINS":"Pinterest, Inc.","PDD":"拼多多","ADYEY":"Adyen N.V.","DKNG":"DraftKings Inc.","OKTA":"Okta Inc.","Z":"Zillow"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"ADYEY":0.9,"COIN":0.9,"CRWD":0.9,"DKNG":0.9,"KC":0.9,"LC":0.9,"MELI":0.9,"OKTA":0.9,"PDD":0.9,"PINS":0.9,"ROKU":0.9,"SE":0.9,"SHOP":0.9,"SKLZ":0.9,"SNAP":0.9,"SQ":0.9,"TDOC":0.9,"TSLA":0.9,"VCYT":0.9,"Z":0.9,"ZG":0.9}},"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806221046,"gmtCreate":1627659068585,"gmtModify":1631892018798,"author":{"id":"3585032110055415","authorId":"3585032110055415","name":"Diamondhand2","avatar":"https://static.tigerbbs.com/4019fdf127cdc76da1687b8f2343a72e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585032110055415","authorIdStr":"3585032110055415"},"themes":[],"htmlText":"Ggffgh","listText":"Ggffgh","text":"Ggffgh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806221046","repostId":"1109908934","repostType":4,"isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803938585,"gmtCreate":1627400059647,"gmtModify":1631892018808,"author":{"id":"3585032110055415","authorId":"3585032110055415","name":"Diamondhand2","avatar":"https://static.tigerbbs.com/4019fdf127cdc76da1687b8f2343a72e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585032110055415","authorIdStr":"3585032110055415"},"themes":[],"htmlText":"Hubccryhbbbhhhh uhh what you are&nbsp;","listText":"Hubccryhbbbhhhh uhh what you are&nbsp;","text":"Hubccryhbbbhhhh uhh what you are","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803938585","repostId":"1112910553","repostType":4,"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142731793,"gmtCreate":1626175365512,"gmtModify":1631892018829,"author":{"id":"3585032110055415","authorId":"3585032110055415","name":"Diamondhand2","avatar":"https://static.tigerbbs.com/4019fdf127cdc76da1687b8f2343a72e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585032110055415","authorIdStr":"3585032110055415"},"themes":[],"htmlText":"Bdmdjd","listText":"Bdmdjd","text":"Bdmdjd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142731793","repostId":"1191858541","repostType":4,"repost":{"id":"1191858541","kind":"news","pubTimestamp":1626175065,"share":"https://www.laohu8.com/m/news/1191858541?lang=&edition=full","pubTime":"2021-07-13 19:17","market":"us","language":"en","title":"Earnings season starts with sky-high stock prices and soaring expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1191858541","media":"CNBC","summary":"Earnings season begins with two major tailwinds: sky-high prices and soaring expectations.\nOn paper,","content":"<div>\n<p>Earnings season begins with two major tailwinds: sky-high prices and soaring expectations.\nOn paper, second-quarter earnings season looks like the mother of all earnings reports, with estimates having...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/13/earnings-season-starts-with-sky-high-stock-prices-and-sky-high-expectations.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings season starts with sky-high stock prices and soaring expectations</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{ 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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\">\nEarnings season starts with sky-high stock prices and soaring expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 19:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/13/earnings-season-starts-with-sky-high-stock-prices-and-sky-high-expectations.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season begins with two major tailwinds: sky-high prices and soaring expectations.\nOn paper, second-quarter earnings season looks like the mother of all earnings reports, with estimates having...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/13/earnings-season-starts-with-sky-high-stock-prices-and-sky-high-expectations.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/07/13/earnings-season-starts-with-sky-high-stock-prices-and-sky-high-expectations.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1191858541","content_text":"Earnings season begins with two major tailwinds: sky-high prices and soaring expectations.\nOn paper, second-quarter earnings season looks like the mother of all earnings reports, with estimates having risen steadily for the past six months, from expected 45% growth in January to 65% growth today compared to the same period last year.\nIt's the strongest rate of growth since 2009, when earnings were just starting to recover from the disaster of the Great Financial Crisis.\nBut the gap between earnings expectations and the actual reported growth rates has been huge for nearly a year — and the market is beginning to (mistakenly) believe it is a permanent feature of the reporting landscape.\nHistorically, reported earnings tend to beat expectations by 3% to 5%, that is, companies usually manage to eke out a small positive surprise in their earnings reports.\nBut the last four quarters have blown apart those historical averages.\nEarnings blowout\n(difference between end of quarter estimates vs. reported estimates)\n\nQ2 20     12.6%\nQ3 20      15.5%\nQ420       13.2%\nQ121       28.7%\n\nSource:  FactSet\nPut it all together, and the average \"beat\" for the last four quarters is about 18 percentage points above analyst estimates.\nCan the market pull off yet another 18% to 20% earnings beat?  It looks like the market is anticipating exactly that. The second quarter dollar estimates are below the first quarter, even though corporate profits are clearly stronger, implying analysts are wrong again.\n2021 earnings\n($ per share, rounded)\n\nQ1:  $49 (up 52%)\nQ2:  $45 (up 65%)\nQ3:  $48 (up 25%)\nQ4:  $50 (up 18%)\n\nSource:  Refinitiv\nThe per share dollar gain is $49 for Q1, but only $45 for Q2.  The dollar value of the S&P earnings for the second quarter is well below the first quarter, which makes no sense if the second quarter economy is even stronger than the first quarter.\nThe market seems to be clearly implying another quarter of big earnings beats, higher than the even 65% growth analysts are already expected.\n\"Markets clearly believe Q2 earnings reports will far exceed expectations,\" Nicholas Colas from DataTrek said in a recent note to clients.  \"The 'right' earnings growth rate for Q2 is likely closer to 80 percent assuming S&P EPS is only the same as Q1 2021...It could be closer to 100 percent if US corporate earnings power has improved since then.\"\nNearly two dozen companies have already reported earnings, and many of the largest have indeed pulled off impressive earnings beats:\nEarly performers\n(% beat)\n\nNike          82%\nKroger       18%\nCostco       18%\nOracle        17%\nFedEx         in-line\n\nThe exception, FedEx, reported merely in-line earnings on June 24th after the close, and has traded below its price on that day ever since.\nAre earnings really that good?\nA 65% increase in earnings sounds titanic, but it's only because the Covid crisis reached its peak in the second quarter last year, and earnings predictably collapsed, as Christine Short from Wall Street Horizon noted.\n\"In this regard, because Q2 2020 is an easy YoY comparison, it's best to compare to years prior,\" she said in a recent note. \"For example, Q2 2021 growth is only 8.3% when compared to Q2 2019, which seems like a more realistic picture of the current rebound phase and growth trajectory we're on. But don't get me wrong, 8.3% is still a great growth rate in any quarter, well above the 5-year average earnings growth rate of 4.1%.\"\nBottom line: Earnings growth is still above historic norms, even after accounting for Covid.\nWhat's up with costs?\nBesides sky-high expectations, higher costs and pricing power are a major flashpoint for second quarter earnings.\nTake MSC Industrial Direct, a distributor of industrial supplies.  It recently reported strong earnings and said demand was \"robust\" but also reported much higher costs.  \"The industrial economy is experiencing very real supply chain shortages and disruptions,\" the company said on a conference call. \"These disruptions are evidencing themselves in product scarcity, freight delays, and extreme labor shortages that are resulting in significant availability and inflationary pressures.\"\nHowever, the company has also been raising prices as costs have increased.\n\"What's going to be important in this earnings season is who can have revenue growth and keep their operating margins,\" Sarat Sethi, managing partner and portfolio manager at DCLA and a CNBC contributor, said on our air. \"If you can't raise your prices or you can't raise revenue, you can't expand, I think those stocks that have already reflected really good futures could get hurt.\"\n Are big earnings beats here to stay?\nDon't bet on it.\nFortunately, earnings estimates for the third quarter have also been rising.  \"Q3 earnings estimates have risen fairly close in tandem with Q2 estimates,\" CNBC's Robert Humreports.\nBut don't expect earnings beats of 20% to become the new normal.\n\"This [20% earnings beats] will not be a permanent feature,\" Nick Raich, who tracks corporate earnings at Earnings Scout, told me.  \"Long-term the beat rate will come down to the more historic norm of five percent. But it could take a year to get back to normal.  What will bring that down is more guidance from the companies.  Those 20% beats are only happening because the guidance has been fuzzy.  Once it gets sharper, analyst estimates will get closer to the actual guidance.\"\nRaich is urging investors to focus less on the beat rate, and more on the revisions.  You want estimates to keep rising.\n\"The peak percentage rate of growth is likely in the second quarter.  But I am looking for peak optimism, which is based on how much the estimates are going up after companies report.  It's not just the direction, it's the magnitude.  If estimates go up at a decreasing rate, that's when we know we hit peak optimism,\" he said.\nFor Nick Colas, it's a lot simpler:  \"U.S. earnings season needs to be awesome\" to keep prices up, he 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