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Jamessss

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- JamessssJamessss
  ·2022-06-15
  Hi how yall doing
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- JamessssJamessss
  ·2021-12-31
  Hi
  Stocks Open Little Changed as S&P 500 Wraps up a Stellar Year of Gains
  U.S. stocks were little changed Friday morning as investors close out a stellar 2021.The Dow Jones I
  Stocks Open Little Changed as S&P 500 Wraps up a Stellar Year of Gains
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- JamessssJamessss
  ·2021-12-23
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- JamessssJamessss
  ·2021-09-14
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- JamessssJamessss
  ·2021-09-07
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  Thinking Of Buying Coca-Cola? Think Again
  Summary KO looks like it wants to break out. But I'm skeptical right now given a number of fundamen
  Thinking Of Buying Coca-Cola? Think Again
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- JamessssJamessss
  ·2021-08-25
  H
  Wall St extends rally, pushing S&P 500 to 50th all-time high close this year
  NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesda
  Wall St extends rally, pushing S&P 500 to 50th all-time high close this year
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- JamessssJamessss
  ·2021-08-24
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  Sorry, this post has been deleted
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- JamessssJamessss
  ·2021-08-23
  H
  Oil prices rebound from 7-day losing streak as investors snap up bargains
  TOKYO, Aug 23 (Reuters) - Oil prices reversed out of a seven-day losing stretch on Monday as investo
  Oil prices rebound from 7-day losing streak as investors snap up bargains
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- JamessssJamessss
  ·2021-08-21
  G
  Buy the pullback in chip stocks — and focus on these 6 companies for the long haul
  The iShares Semiconductor ETF is down over 6% from recent highs. ISTOCKPHOTO In the rolling correcti
  Buy the pullback in chip stocks — and focus on these 6 companies for the long haul
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- JamessssJamessss
  ·2021-08-17
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  4 Streaming Video Stocks That Have a Killer Advantage
  We're enjoying more entertainment than ever from our homes, but these stocks have a leg up on the competition.
  4 Streaming Video Stocks That Have a Killer Advantage
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how yall doing&nbsp;","listText":"Hi how yall doing&nbsp;","text":"Hi how yall doing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055211012","isVote":1,"tweetType":1,"viewCount":2232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003686409,"gmtCreate":1640962375891,"gmtModify":1676533558980,"author":{"id":"3576734182904550","authorId":"3576734182904550","name":"Jamessss","avatar":"https://static.tigerbbs.com/6c712eae8eccf0013cc7d0e594915c60","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576734182904550","idStr":"3576734182904550"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003686409","repostId":"1190287173","repostType":4,"repost":{"id":"1190287173","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":1640961087,"share":"https://ttm.financial/m/news/1190287173?lang=&edition=fundamental","pubTime":"2021-12-31 22:31","market":"us","language":"en","title":"Stocks Open Little Changed as S&P 500 Wraps up a Stellar Year of Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1190287173","media":"Tiger Newspress","summary":"U.S. stocks were little changed Friday morning as investors close out a stellar 2021.The Dow Jones I","content":"<html><head></head><body><p>U.S. stocks were little changed Friday morning as investors close out a stellar 2021.</p><p></p><p>The Dow Jones Industrial Average dipped about 22 points. The S&amp;P 500 was marginally lower. The Nasdaq Composite traded near the flatline.</p><p></p><p>The major averages are all up double-digits this year as the global economy began its recovery from the 2020 Covid lockdowns, while the Federal Reserve maintained supportive measures first implemented at the onset of the pandemic.</p><p></p><p>“2021 was another exceptional year for U.S. equity markets,” Wells Fargo Investment Institute’s Chris Haverland said in a note. “The markets were supported by encouraging news on the pandemic and highly accommodative fiscal and monetary policies.”</p><p></p><p>Strong corporate earnings also boosted U.S. stocks, Haverland said. The estimated year-over-year earnings growth rate for 2021 is 45.1%, according to FactSet. That would mark the highest annual earnings growth rate for the index since FactSet began tracking the metric in 2008.</p><p></p><p>“The economic and earnings rebound that started in 2020 carried over into 2021, lifting equity markets to record highs. While returns in 2020 were driven by price-to-earnings multiple expansion, returns in 2021 were driven by earnings growth,” Haverland said.</p><p></p><p>Entering Friday’s session, the S&amp;P 500 was up 27.2% year to date. That puts the market benchmark on track for its third straight annual gain. Energy and real estate have been the best-performing sectors in the S&amp;P 500 this year, surging more than 40% each. Tech and financials are also up more than 30%.</p><p></p><p></p><p></p><p>The 30-stock Dow was up 18.9% through Thursday’s close, also putting it on pace for its third consecutive yearly gain. Home Depot and Microsoft have led the Dow gains, rising more than 50% each.</p><p></p><p>The tech-focused Nasdaq has risen 22.1% this year, putting the composite on track for its ninth annual gain in 10 years. Names like Alphabet, Apple, Meta Platforms and Tesla have led Nasdaq’s gains this year.</p><p></p><p>Many investors and strategists expect tougher conditions next year as the Fed tapers off its pandemic-era easy monetary policy and addresses persistent inflation.</p></body></html>","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 Open Little Changed as S&P 500 Wraps up a Stellar Year of Gains</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 Open Little Changed as S&P 500 Wraps up a Stellar Year of Gains\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\">2021-12-31 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks were little changed Friday morning as investors close out a stellar 2021.</p><p></p><p>The Dow Jones Industrial Average dipped about 22 points. The S&amp;P 500 was marginally lower. The Nasdaq Composite traded near the flatline.</p><p></p><p>The major averages are all up double-digits this year as the global economy began its recovery from the 2020 Covid lockdowns, while the Federal Reserve maintained supportive measures first implemented at the onset of the pandemic.</p><p></p><p>“2021 was another exceptional year for U.S. equity markets,” Wells Fargo Investment Institute’s Chris Haverland said in a note. “The markets were supported by encouraging news on the pandemic and highly accommodative fiscal and monetary policies.”</p><p></p><p>Strong corporate earnings also boosted U.S. stocks, Haverland said. The estimated year-over-year earnings growth rate for 2021 is 45.1%, according to FactSet. That would mark the highest annual earnings growth rate for the index since FactSet began tracking the metric in 2008.</p><p></p><p>“The economic and earnings rebound that started in 2020 carried over into 2021, lifting equity markets to record highs. While returns in 2020 were driven by price-to-earnings multiple expansion, returns in 2021 were driven by earnings growth,” Haverland said.</p><p></p><p>Entering Friday’s session, the S&amp;P 500 was up 27.2% year to date. That puts the market benchmark on track for its third straight annual gain. Energy and real estate have been the best-performing sectors in the S&amp;P 500 this year, surging more than 40% each. Tech and financials are also up more than 30%.</p><p></p><p></p><p></p><p>The 30-stock Dow was up 18.9% through Thursday’s close, also putting it on pace for its third consecutive yearly gain. Home Depot and Microsoft have led the Dow gains, rising more than 50% each.</p><p></p><p>The tech-focused Nasdaq has risen 22.1% this year, putting the composite on track for its ninth annual gain in 10 years. Names like Alphabet, Apple, Meta Platforms and Tesla have led Nasdaq’s gains this year.</p><p></p><p>Many investors and strategists expect tougher conditions next year as the Fed tapers off its pandemic-era easy monetary policy and addresses persistent inflation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190287173","content_text":"U.S. stocks were little changed Friday morning as investors close out a stellar 2021.The Dow Jones Industrial Average dipped about 22 points. The S&P 500 was marginally lower. The Nasdaq Composite traded near the flatline.The major averages are all up double-digits this year as the global economy began its recovery from the 2020 Covid lockdowns, while the Federal Reserve maintained supportive measures first implemented at the onset of the pandemic.“2021 was another exceptional year for U.S. equity markets,” Wells Fargo Investment Institute’s Chris Haverland said in a note. “The markets were supported by encouraging news on the pandemic and highly accommodative fiscal and monetary policies.”Strong corporate earnings also boosted U.S. stocks, Haverland said. The estimated year-over-year earnings growth rate for 2021 is 45.1%, according to FactSet. That would mark the highest annual earnings growth rate for the index since FactSet began tracking the metric in 2008.“The economic and earnings rebound that started in 2020 carried over into 2021, lifting equity markets to record highs. While returns in 2020 were driven by price-to-earnings multiple expansion, returns in 2021 were driven by earnings growth,” Haverland said.Entering Friday’s session, the S&P 500 was up 27.2% year to date. That puts the market benchmark on track for its third straight annual gain. Energy and real estate have been the best-performing sectors in the S&P 500 this year, surging more than 40% each. Tech and financials are also up more than 30%.The 30-stock Dow was up 18.9% through Thursday’s close, also putting it on pace for its third consecutive yearly gain. Home Depot and Microsoft have led the Dow gains, rising more than 50% each.The tech-focused Nasdaq has risen 22.1% this year, putting the composite on track for its ninth annual gain in 10 years. Names like Alphabet, Apple, Meta Platforms and Tesla have led Nasdaq’s gains this year.Many investors and strategists expect tougher conditions next year as the Fed tapers off its pandemic-era easy monetary policy and addresses persistent inflation.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000599390,"gmtCreate":1640225674772,"gmtModify":1676533509357,"author":{"id":"3576734182904550","authorId":"3576734182904550","name":"Jamessss","avatar":"https://static.tigerbbs.com/6c712eae8eccf0013cc7d0e594915c60","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576734182904550","idStr":"3576734182904550"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000599390","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":2789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886281575,"gmtCreate":1631594809697,"gmtModify":1676530585327,"author":{"id":"3576734182904550","authorId":"3576734182904550","name":"Jamessss","avatar":"https://static.tigerbbs.com/6c712eae8eccf0013cc7d0e594915c60","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576734182904550","idStr":"3576734182904550"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/886281575","repostId":"1141290411","repostType":4,"isVote":1,"tweetType":1,"viewCount":2317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880027823,"gmtCreate":1631002510662,"gmtModify":1676530439298,"author":{"id":"3576734182904550","authorId":"3576734182904550","name":"Jamessss","avatar":"https://static.tigerbbs.com/6c712eae8eccf0013cc7d0e594915c60","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576734182904550","idStr":"3576734182904550"},"themes":[],"htmlText":"J","listText":"J","text":"J","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880027823","repostId":"1167423848","repostType":4,"repost":{"id":"1167423848","kind":"news","pubTimestamp":1631000207,"share":"https://ttm.financial/m/news/1167423848?lang=&edition=fundamental","pubTime":"2021-09-07 15:36","market":"us","language":"en","title":"Thinking Of Buying Coca-Cola? Think Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1167423848","media":"Seeking Alpha","summary":"Summary\n\nKO looks like it wants to break out.\nBut I'm skeptical right now given a number of fundamen","content":"<p><b>Summary</b></p>\n<ul>\n <li>KO looks like it wants to break out.</li>\n <li>But I'm skeptical right now given a number of fundamental headwinds.</li>\n <li>With the valuation stretched, avoid KO.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebefc82af0f236beb1dcd9de3c554471\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p>\n<p>Beverage companies are not always the most glamorous stocks to buy, but over time, they tend to do well. Steady demand from consumers in both at-home and away-from-home channels generally fuels not only reliable growth but some measure of recession resistance as well.</p>\n<p>Bubbly beverage OG&nbsp;<b>Coca-Cola</b>(KO) is just such a stock that has paid rising dividends longer than most of us have been on this earth, so it fits nicely into the “recession resistant” and “steady growth” categories to be sure.</p>\n<p>But does that make the stock a buy today? In a world of elevated valuations and low yields, Coca-Cola today seems to fit the bill on both of those accounts as well, and given this, I’m not certain it’s a good use of your capital.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0bbebb19e477d4dc2dc1fced28dd1ef\" tg-width=\"640\" tg-height=\"615\" width=\"100%\" height=\"auto\"><span>Source: StockCharts</span></p>\n<p>We’ll start as we always do with a look at the chart to get a glimpse of where we are today. First, the stock broke out over its prior consolidation earlier this year after being pummeled down to $47 back in January. The rally took the stock up about ten bucks in a virtually straight line, which is a huge move for a stock like this. That rally was quite strong, but proved to be unsustainable, as evidenced by the momentum indicators.</p>\n<p>The PPO made its high in April, months before the share price did, and even in the most recent stage of the rally, the PPO was actually declining fairly sharply, indicating that there was a meaningful negative divergence. That’s generally what the end of a rally looks like; the bulls are still fighting but not nearly as hard.</p>\n<p>However, the PPO recently successfully tested centerline support (the blue oval) and looks like it wants to bounce. I’ve noted the trendline of the current rally, which is just about ready to bump heads with the prior high at $57. We’re going to get a showdown, and the stock will either break trend and decline, or break out and move higher.</p>\n<p>It looks to me like the stock wants to break out, so that’s the way I’m leaning. However, I’m not certain enough to bet on that because the momentum divergences are concerning to me. But if I<i>had</i>to pick one, I’d say a breakout is slightly more likely.</p>\n<p><b>Fundamental considerations</b></p>\n<p>Now, with a stock like Coca-Cola, there are lots of other considerations besides just the chart. We know that away-from-home volumes dried up massively for the company during the pandemic, as things like restaurants, sports stadiums, and other places where you would go out and buy a zesty beverage were shut temporarily. That segment is still gradually recovering for Coca-Cola, and it has had to compensate with its other growth avenues that are focused at-home, such as coffee, tea, and its core sparkling beverages in smaller packages, for instance.</p>\n<p>That has shown up in revenue estimates, which we can see below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e4b3773c1e7e807127bbb82caa7da31\" tg-width=\"640\" tg-height=\"288\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>Ignore the massive declines in the early part of this chart; that was due to the company’s now-completed bottling refranchising effort. We can focus on the past couple of years, and see that the company’s revenue estimates are still struggling relative to expectations. As great of a company as Coca-Cola is, you cannot escape the fact that it has a tendency to struggle with revenue estimates. That creates the obvious problem of a lower top line, but also because that impacts things like margins.</p>\n<p>The goal of the company’s refranchising effort was to boost margins by divesting low-margin bottling revenue, and it has certainly worked. But that tailwind is no more as those gains have been lapped, and Coca-Cola will now need to find actual margin improvements through sales mix, volumes, or any other means possible.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68a522469c81b40f6c530d60cfe366bd\" tg-width=\"640\" tg-height=\"166\" width=\"100%\" height=\"auto\"><span>Source: TIKR.com</span></p>\n<p>As we can see, it is working to some extent. Operating margins are in excess of 31% on a trailing-twelve-month basis, which is great. But that’s only marginally higher than it was before the bottling refranchising effort was complete. I’ll say that the company has been able to find profitability improvements in recent quarters, some of which were due to corporate layoffs to reduce headcount where it was apparently bloated. But for investors wanting to own this stock, operating margins are critical, particularly because revenue growth has been so weak.</p>\n<p>I’m not certain where revenue growth will come from for Coca-Cola apart from the usual suspects of bottled water, coffee, tea, and other non-sparkling beverages. The trick is that sparkling isn’t growing for the most part but continues to make a huge proportion of revenue. That makes overall growth tricky, even if one or more segments are flying. Diversification works both ways, and in Coca-Cola’s case, it has been a years-long struggle with consumers shifting preferences to non-sparkling beverages.</p>\n<p>Now, let’s take a look at earnings.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a05cc94d311a7e832b05260e28f4e02f\" tg-width=\"640\" tg-height=\"292\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>We can see the same sort of behavior that we saw with revenue, and that is not a compliment. EPS estimates have nearly continuously fallen, and while there’s been an uptick in recent months, it is peanuts compared to the prior declines.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88bfd9cfba9cb917a9ba85f7c2b6bd1d\" tg-width=\"434\" tg-height=\"108\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>We can see that all 24 revisions that have been made in the past three months have been higher, and that’s fantastic. However, in this case, keep in mind it was because the company is simply retracing lost ground; these are not estimates that are carving out new highs by any stretch of the imagination. You must temper your bullishness as a result, and keep in mind that the stock is knocking on the door of new highs while EPS estimates languish; more on that in a bit.</p>\n<p><b>Other considerations</b></p>\n<p>Apart from revenue concerns, I have others with Coca-Cola as well. Below I’ve plotted long-term debt over the past several years to illustrate one meaningful concern I have.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7520b696d1155d8ad6f911efaaf25c3f\" tg-width=\"640\" tg-height=\"167\" width=\"100%\" height=\"auto\"><span>Source: TIKR.com</span></p>\n<p>We’re now up to about $40 billion in long-term debt, which is much higher than it was even before the refranchising effort was kicked off. Debt has been steady for the past handful of quarters, but this is a lot of debt for any company, and that includes one of the world’s premier consumer brands. Coca-Cola has the credit to borrow almost whatever it wants, so it isn’t like we’re looking at default potential. But what it does mean is that the company is on the hook for an ever-rising amount of interest expense, which is also taking a bigger share of operating income.</p>\n<p>Below, we have operating income and interest expense on a trailing-twelve-month basis to illustrate what I’m on about.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c1d03e3beebf7482067c62b336d865\" tg-width=\"640\" tg-height=\"167\" width=\"100%\" height=\"auto\"><span>Source: TIKR.com</span></p>\n<p>Operating income has been remarkably flat over the years given the amount of change the company has undergone. The most recent quarter finally saw a new high in TTM operating income at $11.5 billion, but interest expense was also $2.2 billion. As a percentage of operating income, interest expense is now nearly 20%. So while the company has been busy trying to boost margins and scrape together some revenue increases, it continues to pay more to creditors.</p>\n<p>This, in turn, reduces EPS because more and more operating income is going to creditors rather than shareholders. At a time when the company is struggling to grow EPS, this is yet another headwind it doesn’t need.</p>\n<p>There’s another consideration for Coca-Cola given its mostly non-US revenue base, and that is forex conversion.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/051241c57ed64f0f6e8247c1cd69b4f8\" tg-width=\"640\" tg-height=\"167\" width=\"100%\" height=\"auto\"><span>Source: TIKR.com</span></p>\n<p>Forex conversion has been a headwind given US dollar strength, and as long as the dollar is strong, the company will continue to have hundreds of millions of dollars of headwinds from forex conversion over time. This fluctuates a bunch given the unpredictable nature of forex crosses, but one thing is clear: Coca-Cola isn’t managing it well and it shows.</p>\n<p><b>Final thoughts</b></p>\n<p>Coca-Cola has some of the greatest consumer brands that have ever existed, and it is a terrific dividend stock. However, the points I’ve raised here make me wary of the stock as it tries to make new highs. I see the valuation as quite stretched, not only against historical norms but against the company’s ability to grow earnings given the points I’ve raised.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0749226ff0f1d634f7296539e0b11cdd\" tg-width=\"640\" tg-height=\"188\" width=\"100%\" height=\"auto\"><span>Source: TIKR.com</span></p>\n<p>The stock is at ~24X forward earnings today, which is nearly its highest valuation ever. The stock was slightly more expensive at times in 2020 and 2021, but compared to historical valuations, I see the stock as overpriced. That doesn’t mean it cannot get more overpriced by any means, but I’d suggest caution at this stage.</p>\n<p>As I mentioned, I think the path of least resistance short-term is probably higher, but I’m in no way interested in trying to trade it. There are numerous headwinds in place that make me doubt the rally, and the valuation is way too stretched for my liking. There are better consumer stocks to buy than Coca-Cola, and if you want the dividend, I think you wait for another larger selloff before pulling the trigger. Medium-term, I see the stock either pulling back to reflect the headwinds I’ve mentioned, or consolidating for a long time to allow EPS to catch up to the share price. Either way, there is no urgency to go out and buy today.</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>Thinking Of Buying Coca-Cola? 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Think Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 15:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4453756-thinking-of-buying-coca-cola-think-again><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nKO looks like it wants to break out.\nBut I'm skeptical right now given a number of fundamental headwinds.\nWith the valuation stretched, avoid KO.\n\nJustin Sullivan/Getty Images News\nBeverage ...</p>\n\n<a href=\"https://seekingalpha.com/article/4453756-thinking-of-buying-coca-cola-think-again\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐"},"source_url":"https://seekingalpha.com/article/4453756-thinking-of-buying-coca-cola-think-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167423848","content_text":"Summary\n\nKO looks like it wants to break out.\nBut I'm skeptical right now given a number of fundamental headwinds.\nWith the valuation stretched, avoid KO.\n\nJustin Sullivan/Getty Images News\nBeverage companies are not always the most glamorous stocks to buy, but over time, they tend to do well. Steady demand from consumers in both at-home and away-from-home channels generally fuels not only reliable growth but some measure of recession resistance as well.\nBubbly beverage OG Coca-Cola(KO) is just such a stock that has paid rising dividends longer than most of us have been on this earth, so it fits nicely into the “recession resistant” and “steady growth” categories to be sure.\nBut does that make the stock a buy today? In a world of elevated valuations and low yields, Coca-Cola today seems to fit the bill on both of those accounts as well, and given this, I’m not certain it’s a good use of your capital.\nSource: StockCharts\nWe’ll start as we always do with a look at the chart to get a glimpse of where we are today. First, the stock broke out over its prior consolidation earlier this year after being pummeled down to $47 back in January. The rally took the stock up about ten bucks in a virtually straight line, which is a huge move for a stock like this. That rally was quite strong, but proved to be unsustainable, as evidenced by the momentum indicators.\nThe PPO made its high in April, months before the share price did, and even in the most recent stage of the rally, the PPO was actually declining fairly sharply, indicating that there was a meaningful negative divergence. That’s generally what the end of a rally looks like; the bulls are still fighting but not nearly as hard.\nHowever, the PPO recently successfully tested centerline support (the blue oval) and looks like it wants to bounce. I’ve noted the trendline of the current rally, which is just about ready to bump heads with the prior high at $57. We’re going to get a showdown, and the stock will either break trend and decline, or break out and move higher.\nIt looks to me like the stock wants to break out, so that’s the way I’m leaning. However, I’m not certain enough to bet on that because the momentum divergences are concerning to me. But if Ihadto pick one, I’d say a breakout is slightly more likely.\nFundamental considerations\nNow, with a stock like Coca-Cola, there are lots of other considerations besides just the chart. We know that away-from-home volumes dried up massively for the company during the pandemic, as things like restaurants, sports stadiums, and other places where you would go out and buy a zesty beverage were shut temporarily. That segment is still gradually recovering for Coca-Cola, and it has had to compensate with its other growth avenues that are focused at-home, such as coffee, tea, and its core sparkling beverages in smaller packages, for instance.\nThat has shown up in revenue estimates, which we can see below.\nSource: Seeking Alpha\nIgnore the massive declines in the early part of this chart; that was due to the company’s now-completed bottling refranchising effort. We can focus on the past couple of years, and see that the company’s revenue estimates are still struggling relative to expectations. As great of a company as Coca-Cola is, you cannot escape the fact that it has a tendency to struggle with revenue estimates. That creates the obvious problem of a lower top line, but also because that impacts things like margins.\nThe goal of the company’s refranchising effort was to boost margins by divesting low-margin bottling revenue, and it has certainly worked. But that tailwind is no more as those gains have been lapped, and Coca-Cola will now need to find actual margin improvements through sales mix, volumes, or any other means possible.\nSource: TIKR.com\nAs we can see, it is working to some extent. Operating margins are in excess of 31% on a trailing-twelve-month basis, which is great. But that’s only marginally higher than it was before the bottling refranchising effort was complete. I’ll say that the company has been able to find profitability improvements in recent quarters, some of which were due to corporate layoffs to reduce headcount where it was apparently bloated. But for investors wanting to own this stock, operating margins are critical, particularly because revenue growth has been so weak.\nI’m not certain where revenue growth will come from for Coca-Cola apart from the usual suspects of bottled water, coffee, tea, and other non-sparkling beverages. The trick is that sparkling isn’t growing for the most part but continues to make a huge proportion of revenue. That makes overall growth tricky, even if one or more segments are flying. Diversification works both ways, and in Coca-Cola’s case, it has been a years-long struggle with consumers shifting preferences to non-sparkling beverages.\nNow, let’s take a look at earnings.\nSource: Seeking Alpha\nWe can see the same sort of behavior that we saw with revenue, and that is not a compliment. EPS estimates have nearly continuously fallen, and while there’s been an uptick in recent months, it is peanuts compared to the prior declines.\nSource: Seeking Alpha\nWe can see that all 24 revisions that have been made in the past three months have been higher, and that’s fantastic. However, in this case, keep in mind it was because the company is simply retracing lost ground; these are not estimates that are carving out new highs by any stretch of the imagination. You must temper your bullishness as a result, and keep in mind that the stock is knocking on the door of new highs while EPS estimates languish; more on that in a bit.\nOther considerations\nApart from revenue concerns, I have others with Coca-Cola as well. Below I’ve plotted long-term debt over the past several years to illustrate one meaningful concern I have.\nSource: TIKR.com\nWe’re now up to about $40 billion in long-term debt, which is much higher than it was even before the refranchising effort was kicked off. Debt has been steady for the past handful of quarters, but this is a lot of debt for any company, and that includes one of the world’s premier consumer brands. Coca-Cola has the credit to borrow almost whatever it wants, so it isn’t like we’re looking at default potential. But what it does mean is that the company is on the hook for an ever-rising amount of interest expense, which is also taking a bigger share of operating income.\nBelow, we have operating income and interest expense on a trailing-twelve-month basis to illustrate what I’m on about.\nSource: TIKR.com\nOperating income has been remarkably flat over the years given the amount of change the company has undergone. The most recent quarter finally saw a new high in TTM operating income at $11.5 billion, but interest expense was also $2.2 billion. As a percentage of operating income, interest expense is now nearly 20%. So while the company has been busy trying to boost margins and scrape together some revenue increases, it continues to pay more to creditors.\nThis, in turn, reduces EPS because more and more operating income is going to creditors rather than shareholders. At a time when the company is struggling to grow EPS, this is yet another headwind it doesn’t need.\nThere’s another consideration for Coca-Cola given its mostly non-US revenue base, and that is forex conversion.\nSource: TIKR.com\nForex conversion has been a headwind given US dollar strength, and as long as the dollar is strong, the company will continue to have hundreds of millions of dollars of headwinds from forex conversion over time. This fluctuates a bunch given the unpredictable nature of forex crosses, but one thing is clear: Coca-Cola isn’t managing it well and it shows.\nFinal thoughts\nCoca-Cola has some of the greatest consumer brands that have ever existed, and it is a terrific dividend stock. However, the points I’ve raised here make me wary of the stock as it tries to make new highs. I see the valuation as quite stretched, not only against historical norms but against the company’s ability to grow earnings given the points I’ve raised.\nSource: TIKR.com\nThe stock is at ~24X forward earnings today, which is nearly its highest valuation ever. The stock was slightly more expensive at times in 2020 and 2021, but compared to historical valuations, I see the stock as overpriced. That doesn’t mean it cannot get more overpriced by any means, but I’d suggest caution at this stage.\nAs I mentioned, I think the path of least resistance short-term is probably higher, but I’m in no way interested in trying to trade it. There are numerous headwinds in place that make me doubt the rally, and the valuation is way too stretched for my liking. There are better consumer stocks to buy than Coca-Cola, and if you want the dividend, I think you wait for another larger selloff before pulling the trigger. Medium-term, I see the stock either pulling back to reflect the headwinds I’ve mentioned, or consolidating for a long time to allow EPS to catch up to the share price. Either way, there is no urgency to go out and buy today.","news_type":1,"symbols_score_info":{"KO":0.9}},"isVote":1,"tweetType":1,"viewCount":2120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837197551,"gmtCreate":1629862393873,"gmtModify":1676530155454,"author":{"id":"3576734182904550","authorId":"3576734182904550","name":"Jamessss","avatar":"https://static.tigerbbs.com/6c712eae8eccf0013cc7d0e594915c60","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576734182904550","idStr":"3576734182904550"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837197551","repostId":"2162087564","repostType":4,"repost":{"id":"2162087564","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629836173,"share":"https://ttm.financial/m/news/2162087564?lang=&edition=fundamental","pubTime":"2021-08-25 04:16","market":"us","language":"en","title":"Wall St extends rally, pushing S&P 500 to 50th all-time high close this year","url":"https://stock-news.laohu8.com/highlight/detail?id=2162087564","media":"Reuters","summary":"NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesda","content":"<p>NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesday as the FDA's full approval of a COVID-19 vaccine on Monday and the absence of negative catalysts kept risk appetite alive ahead of the much-anticipated Jackson Hole Symposium.</p>\n<p>All three major U.S. stock indexes advanced higher, with the S&amp;P 500 and the Nasdaq closing at all-time closing highs.</p>\n<p>The session marked the S&amp;P 500's 50th record high close so far this year.</p>\n<p>Tech and tech-adjacent megacaps were once again doing the heavy lifting, but economically sensitive cyclicals and smallcaps&nbsp;outperformed the broader market.</p>\n<p>\"Investors are looking at the horizon at the big Jackson Hole meeting on the horizon,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina, referring to the Federal Reserve’s annual economic symposium on Friday. \"But for now the feel-good from yesterday’s vaccine news is still in the air.\"</p>\n<p>The Food and Drug Administration's full approval of the Pfizer-BioNTech COVID-19 vaccine on Monday fueled optimism over economic recovery which spilled into Tuesday's session.</p>\n<p>Travel and leisure sectors, associated with economic re-engagement, outperformed the broader market. The S&amp;P 1500 Airline and Hotel/Restaurant/Leisure indexes gained up 3.7% and 1.6%, respectively.</p>\n<p>\"We have energy, retail, travel, leisure, financials, and small caps all doing well today,\" Detrick said. \"And that’s a sign that the reopening is alive and well.\"</p>\n<p>Recent economic indicators suggest the recovery from the most abrupt recession in U.S. history is headed in the right direction, but not to the extent that is likely to prompt the Fed to tighten its dovish monetary policy.</p>\n<p>Fed Chair Jerome Powell is due to meet with other world bank leaders when the Jackson Hole Symposium convenes later this week, and his remarks will be closely parsed for any clues regarding the Fed's tapering of asset purchases and hiking key interest rates.</p>\n<p>The event will take place virtually and not in person due to the spread of COVID-19 in the county, which has reduced expectations that any major announcement will be made at the event.</p>\n<p>\"The fact that the Fed is having a virtual (Jackson Hole) meeting tells you that they might be thinking maybe they need to keep supporting the economy,\" said Detrick.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 30.55 points, or 0.09%, to 35,366.26, the S&amp;P 500&nbsp;gained 6.7 points, or 0.15%, to 4,486.23 and the Nasdaq Composite&nbsp;added 77.15 points, or 0.52%, to 15,019.80.</p>\n<p>Energy&nbsp;was the top gainer among the 11 major sectors in the S&amp;P 500, boosted by the continued rally in crude prices.</p>\n<p>Best Buy Co Inc&nbsp;jumped 8.3% after the electronics retailer beat analyst earnings expectations and raised its full year sales forecast.</p>\n<p>U.S.-listed shares of China-based e-commerce platform Pinduoduo Inc&nbsp;surged 22.2% after reporting its first ever quarterly profit.</p>\n<p>JD.com&nbsp;gained 14.4% in the wake of the Chinese online retailer's remarks on Monday that it does not expect any business impact from a wave of regulations hitting the industry at home.</p>\n<p>Other shares of Chinese companies listed on U.S. exchanges were bouncing back as well, with the Invesco Golden Dragon ETF&nbsp;jumping 8.0%.</p>\n<p>Cybersecurity firm <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> Inc&nbsp;advanced18.6% as brokerages raised their price targets following its full-year forecast beat.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.17-to-1 ratio; on Nasdaq, a 1.82-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 28 new 52-week highs and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new low; the Nasdaq Composite recorded 96 new highs and 37 new lows.</p>\n<p>Volume on U.S. exchanges was 8.97 billion shares, compared with the 9.08 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St extends rally, pushing S&P 500 to 50th all-time high close this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St extends rally, pushing S&P 500 to 50th all-time high close this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-25 04:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesday as the FDA's full approval of a COVID-19 vaccine on Monday and the absence of negative catalysts kept risk appetite alive ahead of the much-anticipated Jackson Hole Symposium.</p>\n<p>All three major U.S. stock indexes advanced higher, with the S&amp;P 500 and the Nasdaq closing at all-time closing highs.</p>\n<p>The session marked the S&amp;P 500's 50th record high close so far this year.</p>\n<p>Tech and tech-adjacent megacaps were once again doing the heavy lifting, but economically sensitive cyclicals and smallcaps&nbsp;outperformed the broader market.</p>\n<p>\"Investors are looking at the horizon at the big Jackson Hole meeting on the horizon,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina, referring to the Federal Reserve’s annual economic symposium on Friday. \"But for now the feel-good from yesterday’s vaccine news is still in the air.\"</p>\n<p>The Food and Drug Administration's full approval of the Pfizer-BioNTech COVID-19 vaccine on Monday fueled optimism over economic recovery which spilled into Tuesday's session.</p>\n<p>Travel and leisure sectors, associated with economic re-engagement, outperformed the broader market. The S&amp;P 1500 Airline and Hotel/Restaurant/Leisure indexes gained up 3.7% and 1.6%, respectively.</p>\n<p>\"We have energy, retail, travel, leisure, financials, and small caps all doing well today,\" Detrick said. \"And that’s a sign that the reopening is alive and well.\"</p>\n<p>Recent economic indicators suggest the recovery from the most abrupt recession in U.S. history is headed in the right direction, but not to the extent that is likely to prompt the Fed to tighten its dovish monetary policy.</p>\n<p>Fed Chair Jerome Powell is due to meet with other world bank leaders when the Jackson Hole Symposium convenes later this week, and his remarks will be closely parsed for any clues regarding the Fed's tapering of asset purchases and hiking key interest rates.</p>\n<p>The event will take place virtually and not in person due to the spread of COVID-19 in the county, which has reduced expectations that any major announcement will be made at the event.</p>\n<p>\"The fact that the Fed is having a virtual (Jackson Hole) meeting tells you that they might be thinking maybe they need to keep supporting the economy,\" said Detrick.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 30.55 points, or 0.09%, to 35,366.26, the S&amp;P 500&nbsp;gained 6.7 points, or 0.15%, to 4,486.23 and the Nasdaq Composite&nbsp;added 77.15 points, or 0.52%, to 15,019.80.</p>\n<p>Energy&nbsp;was the top gainer among the 11 major sectors in the S&amp;P 500, boosted by the continued rally in crude prices.</p>\n<p>Best Buy Co Inc&nbsp;jumped 8.3% after the electronics retailer beat analyst earnings expectations and raised its full year sales forecast.</p>\n<p>U.S.-listed shares of China-based e-commerce platform Pinduoduo Inc&nbsp;surged 22.2% after reporting its first ever quarterly profit.</p>\n<p>JD.com&nbsp;gained 14.4% in the wake of the Chinese online retailer's remarks on Monday that it does not expect any business impact from a wave of regulations hitting the industry at home.</p>\n<p>Other shares of Chinese companies listed on U.S. exchanges were bouncing back as well, with the Invesco Golden Dragon ETF&nbsp;jumping 8.0%.</p>\n<p>Cybersecurity firm <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> Inc&nbsp;advanced18.6% as brokerages raised their price targets following its full-year forecast beat.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.17-to-1 ratio; on Nasdaq, a 1.82-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 28 new 52-week highs and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new low; the Nasdaq Composite recorded 96 new highs and 37 new lows.</p>\n<p>Volume on U.S. exchanges was 8.97 billion shares, compared with the 9.08 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".IXIC":"NASDAQ Composite","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares",".DJI":"道琼斯",".SPX":"S&P 500 Index","OEX":"标普100","SPY":"标普500ETF","SH":"做空标普500-Proshares","OEF":"标普100指数ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162087564","content_text":"NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesday as the FDA's full approval of a COVID-19 vaccine on Monday and the absence of negative catalysts kept risk appetite alive ahead of the much-anticipated Jackson Hole Symposium.\nAll three major U.S. stock indexes advanced higher, with the S&P 500 and the Nasdaq closing at all-time closing highs.\nThe session marked the S&P 500's 50th record high close so far this year.\nTech and tech-adjacent megacaps were once again doing the heavy lifting, but economically sensitive cyclicals and smallcaps outperformed the broader market.\n\"Investors are looking at the horizon at the big Jackson Hole meeting on the horizon,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina, referring to the Federal Reserve’s annual economic symposium on Friday. \"But for now the feel-good from yesterday’s vaccine news is still in the air.\"\nThe Food and Drug Administration's full approval of the Pfizer-BioNTech COVID-19 vaccine on Monday fueled optimism over economic recovery which spilled into Tuesday's session.\nTravel and leisure sectors, associated with economic re-engagement, outperformed the broader market. The S&P 1500 Airline and Hotel/Restaurant/Leisure indexes gained up 3.7% and 1.6%, respectively.\n\"We have energy, retail, travel, leisure, financials, and small caps all doing well today,\" Detrick said. \"And that’s a sign that the reopening is alive and well.\"\nRecent economic indicators suggest the recovery from the most abrupt recession in U.S. history is headed in the right direction, but not to the extent that is likely to prompt the Fed to tighten its dovish monetary policy.\nFed Chair Jerome Powell is due to meet with other world bank leaders when the Jackson Hole Symposium convenes later this week, and his remarks will be closely parsed for any clues regarding the Fed's tapering of asset purchases and hiking key interest rates.\nThe event will take place virtually and not in person due to the spread of COVID-19 in the county, which has reduced expectations that any major announcement will be made at the event.\n\"The fact that the Fed is having a virtual (Jackson Hole) meeting tells you that they might be thinking maybe they need to keep supporting the economy,\" said Detrick.\nThe Dow Jones Industrial Average rose 30.55 points, or 0.09%, to 35,366.26, the S&P 500 gained 6.7 points, or 0.15%, to 4,486.23 and the Nasdaq Composite added 77.15 points, or 0.52%, to 15,019.80.\nEnergy was the top gainer among the 11 major sectors in the S&P 500, boosted by the continued rally in crude prices.\nBest Buy Co Inc jumped 8.3% after the electronics retailer beat analyst earnings expectations and raised its full year sales forecast.\nU.S.-listed shares of China-based e-commerce platform Pinduoduo Inc surged 22.2% after reporting its first ever quarterly profit.\nJD.com gained 14.4% in the wake of the Chinese online retailer's remarks on Monday that it does not expect any business impact from a wave of regulations hitting the industry at home.\nOther shares of Chinese companies listed on U.S. exchanges were bouncing back as well, with the Invesco Golden Dragon ETF jumping 8.0%.\nCybersecurity firm Palo Alto Networks Inc advanced18.6% as brokerages raised their price targets following its full-year forecast beat.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.17-to-1 ratio; on Nasdaq, a 1.82-to-1 ratio favored advancers.\nThe S&P 500 posted 28 new 52-week highs and one new low; the Nasdaq Composite recorded 96 new highs and 37 new lows.\nVolume on U.S. exchanges was 8.97 billion shares, compared with the 9.08 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,".IXIC":0.9,"OEX":0.9,".SPX":0.9,"SPXU":0.9,"SSO":0.9,"IVV":0.9,"SPY":0.9,".DJI":0.9,"SH":0.9,"UPRO":0.9,"SDS":0.9,"OEF":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834001554,"gmtCreate":1629760335878,"gmtModify":1676530120031,"author":{"id":"3576734182904550","authorId":"3576734182904550","name":"Jamessss","avatar":"https://static.tigerbbs.com/6c712eae8eccf0013cc7d0e594915c60","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576734182904550","idStr":"3576734182904550"},"themes":[],"htmlText":"J","listText":"J","text":"J","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834001554","repostId":"1188170445","repostType":4,"isVote":1,"tweetType":1,"viewCount":2145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835136884,"gmtCreate":1629692203348,"gmtModify":1676530101654,"author":{"id":"3576734182904550","authorId":"3576734182904550","name":"Jamessss","avatar":"https://static.tigerbbs.com/6c712eae8eccf0013cc7d0e594915c60","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576734182904550","idStr":"3576734182904550"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835136884","repostId":"2161235677","repostType":4,"repost":{"id":"2161235677","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629688742,"share":"https://ttm.financial/m/news/2161235677?lang=&edition=fundamental","pubTime":"2021-08-23 11:19","market":"fut","language":"en","title":"Oil prices rebound from 7-day losing streak as investors snap up bargains","url":"https://stock-news.laohu8.com/highlight/detail?id=2161235677","media":"Reuters","summary":"TOKYO, Aug 23 (Reuters) - Oil prices reversed out of a seven-day losing stretch on Monday as investo","content":"<p>TOKYO, Aug 23 (Reuters) - Oil prices reversed out of a seven-day losing stretch on Monday as investors punted on crude at bargain levels, though lingering fears over how a surge in global&nbsp;COVID-19 cases might affect fuel demand combined with a firmer U.S. dollar to limit gains.</p>\n<p>Brent crude&nbsp;futures climbed 60 cents, or 0.9%, to $65.78 a barrel by 0158 GMT, after hitting the lowest level since May 21 of $64.60 earlier in the session.</p>\n<p>U.S. West Texas Intermediate <a href=\"https://laohu8.com/S/WTI\">$(WTI)$</a> crude&nbsp;futures for October rose 53 cents, or 0.9%, to $62.67 a barrel, recovering from $61.74, the lowest since May 21, touched in Asia's early trade.</p>\n<p>Both benchmarks marked their biggest week of losses in more than nine months last week - Brent slid about 8% and WTI fell about 9% - as markets braced for weakened fuel demand worldwide due to the surge in the pandemic.</p>\n<p>\"Oil prices took a breather (on Monday) after their steep drops last week,\" said Kazuhiko Saito, chief analyst at Fujitomi Securities Co Ltd.</p>\n<p>\"We expect to see more adjustments this week, but the market sentiment will likely remain bearish with growing concerns over slower fuel demand worldwide,\" he added.</p>\n<p>Numerous nations worldwide are responding to the rising coronavirus infection rate, triggered by the Delta variant, by adding travel restrictions to curb the spread.</p>\n<p>China, the world's largest crude oil importer, has imposed new restrictions with its 'zero tolerance' coronavirus policy, which is affecting shipping and global supply chains. The United States and China have also imposed flight-capacity restrictions.</p>\n<p>The firmer U.S. dollar also kept investor enthusiasm in check.</p>\n<p>The currency traded near its highest in more than nine months against major peers on Monday. Oil prices move inversely to the U.S. currency, making oil more expensive for foreign purchasers when the dollar rallies.</p>\n<p>The pandemic surge prompted the U.S. Federal Reserve to move its annual Jackson Hole, Wyoming symposium to an online format to be held this Friday, raising questions about the central bank's broader assessment of the Delta variant's economic impact as it inches toward tapering stimulus.</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>Oil prices rebound from 7-day losing streak as investors snap up bargains</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\">\nOil prices rebound from 7-day losing streak as investors snap up bargains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-23 11:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>TOKYO, Aug 23 (Reuters) - Oil prices reversed out of a seven-day losing stretch on Monday as investors punted on crude at bargain levels, though lingering fears over how a surge in global&nbsp;COVID-19 cases might affect fuel demand combined with a firmer U.S. dollar to limit gains.</p>\n<p>Brent crude&nbsp;futures climbed 60 cents, or 0.9%, to $65.78 a barrel by 0158 GMT, after hitting the lowest level since May 21 of $64.60 earlier in the session.</p>\n<p>U.S. West Texas Intermediate <a href=\"https://laohu8.com/S/WTI\">$(WTI)$</a> crude&nbsp;futures for October rose 53 cents, or 0.9%, to $62.67 a barrel, recovering from $61.74, the lowest since May 21, touched in Asia's early trade.</p>\n<p>Both benchmarks marked their biggest week of losses in more than nine months last week - Brent slid about 8% and WTI fell about 9% - as markets braced for weakened fuel demand worldwide due to the surge in the pandemic.</p>\n<p>\"Oil prices took a breather (on Monday) after their steep drops last week,\" said Kazuhiko Saito, chief analyst at Fujitomi Securities Co Ltd.</p>\n<p>\"We expect to see more adjustments this week, but the market sentiment will likely remain bearish with growing concerns over slower fuel demand worldwide,\" he added.</p>\n<p>Numerous nations worldwide are responding to the rising coronavirus infection rate, triggered by the Delta variant, by adding travel restrictions to curb the spread.</p>\n<p>China, the world's largest crude oil importer, has imposed new restrictions with its 'zero tolerance' coronavirus policy, which is affecting shipping and global supply chains. The United States and China have also imposed flight-capacity restrictions.</p>\n<p>The firmer U.S. dollar also kept investor enthusiasm in check.</p>\n<p>The currency traded near its highest in more than nine months against major peers on Monday. Oil prices move inversely to the U.S. currency, making oil more expensive for foreign purchasers when the dollar rallies.</p>\n<p>The pandemic surge prompted the U.S. Federal Reserve to move its annual Jackson Hole, Wyoming symposium to an online format to be held this Friday, raising questions about the central bank's broader assessment of the Delta variant's economic impact as it inches toward tapering stimulus.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161235677","content_text":"TOKYO, Aug 23 (Reuters) - Oil prices reversed out of a seven-day losing stretch on Monday as investors punted on crude at bargain levels, though lingering fears over how a surge in global COVID-19 cases might affect fuel demand combined with a firmer U.S. dollar to limit gains.\nBrent crude futures climbed 60 cents, or 0.9%, to $65.78 a barrel by 0158 GMT, after hitting the lowest level since May 21 of $64.60 earlier in the session.\nU.S. West Texas Intermediate $(WTI)$ crude futures for October rose 53 cents, or 0.9%, to $62.67 a barrel, recovering from $61.74, the lowest since May 21, touched in Asia's early trade.\nBoth benchmarks marked their biggest week of losses in more than nine months last week - Brent slid about 8% and WTI fell about 9% - as markets braced for weakened fuel demand worldwide due to the surge in the pandemic.\n\"Oil prices took a breather (on Monday) after their steep drops last week,\" said Kazuhiko Saito, chief analyst at Fujitomi Securities Co Ltd.\n\"We expect to see more adjustments this week, but the market sentiment will likely remain bearish with growing concerns over slower fuel demand worldwide,\" he added.\nNumerous nations worldwide are responding to the rising coronavirus infection rate, triggered by the Delta variant, by adding travel restrictions to curb the spread.\nChina, the world's largest crude oil importer, has imposed new restrictions with its 'zero tolerance' coronavirus policy, which is affecting shipping and global supply chains. The United States and China have also imposed flight-capacity restrictions.\nThe firmer U.S. dollar also kept investor enthusiasm in check.\nThe currency traded near its highest in more than nine months against major peers on Monday. Oil prices move inversely to the U.S. currency, making oil more expensive for foreign purchasers when the dollar rallies.\nThe pandemic surge prompted the U.S. Federal Reserve to move its annual Jackson Hole, Wyoming symposium to an online format to be held this Friday, raising questions about the central bank's broader assessment of the Delta variant's economic impact as it inches toward tapering stimulus.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836710797,"gmtCreate":1629522524119,"gmtModify":1676530065377,"author":{"id":"3576734182904550","authorId":"3576734182904550","name":"Jamessss","avatar":"https://static.tigerbbs.com/6c712eae8eccf0013cc7d0e594915c60","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576734182904550","idStr":"3576734182904550"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836710797","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?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":{"GOOG":"谷歌","TSM":"台积电","SSNLF":"三星电子","ON":"安森美半导体","QCOM":"高通","AMZN":"亚马逊","GOOGL":"谷歌A","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","CDNS":"铿腾电子","AAPL":"苹果","SNPS":"新思科技","ASML":"阿斯麦"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"CDNS":0.9,"AAPL":0.9,"AMZN":0.9,"SOXX":0.9,"QCOM":0.9,"ON":0.9,"NVDA":0.9,"SNPS":0.9,"SSNLF":0.9,"ASML":0.9,"GOOG":0.9,"TSM":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839426221,"gmtCreate":1629175657963,"gmtModify":1676529954377,"author":{"id":"3576734182904550","authorId":"3576734182904550","name":"Jamessss","avatar":"https://static.tigerbbs.com/6c712eae8eccf0013cc7d0e594915c60","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576734182904550","idStr":"3576734182904550"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839426221","repostId":"1167115772","repostType":4,"repost":{"id":"1167115772","kind":"news","pubTimestamp":1629168443,"share":"https://ttm.financial/m/news/1167115772?lang=&edition=fundamental","pubTime":"2021-08-17 10:47","market":"us","language":"en","title":"4 Streaming Video Stocks That Have a Killer Advantage","url":"https://stock-news.laohu8.com/highlight/detail?id=1167115772","media":"Motley Fool","summary":"We're enjoying more entertainment than ever from our homes, but these stocks have a leg up on the competition.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>There are a lot of players in streaming these days, but only a handful have legit advantages over the competition.</li>\n <li>Netflix and Disney have unmatched content catalogs for a reason.</li>\n <li>Roku and fuboTV have unique advantages to make them stand out against more established names in their markets.</li>\n</ul>\n<p></p>\n<p>No one can deny that the migration from linear television to streaming is real. Consumers are more demanding about the entertainment choices they have these days, and the leading streaming services are fitting the bill. However, some platforms have killer advantages.</p>\n<p><b>Netflix</b>(NASDAQ:NFLX),<b>Roku</b>(NASDAQ:ROKU),<b>fuboTV</b>(NYSE:FUBO), and&nbsp;<b>Walt Disney</b>(NYSE:DIS)have a leg up on the competition. Let's see why they have invisible moats that are sometimes misunderstood by the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d77375ebe5965b932a98eb9b1eb132f\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Netflix</b></p>\n<p>Let's start with the obvious top dog in this niche. Netflix was streaming -- disrupting its own physical distribution model -- long before the rest of the world caught up to the trend. Netflix is the undisputed leading premium streaming video service, hitting the midpoint of this year with&nbsp;209.2 million paying accounts&nbsp;worldwide.</p>\n<p>One might argue that the killer advantage Netflix has is scale, but it's not as simple as the obvious benefit of reaching the largest audience in the market. Being the top dog means it can divide the cost of acquiring any new piece of content by the largest number of premium accounts. The cost per member of any new movie or series on its platform would be lower for Netflix than it would be for any of its smaller rivals.</p>\n<p>Netflix also has more than two decades of streaming history. Netflix knows exactly what its subscribers are watching, and just as importantly what they're not watching. It has its finger on the pulse of streaming entertainment in a way that is unmatched by anyone else. It's not a surprise that Netflix has now increased its monthly U.S. subscription rates five times in the past seven years and keeps growing.</p>\n<p><b>Roku</b></p>\n<p>Agnosticism is the killer advantage for Roku. Unlike other streaming operating systems and dongles put out by tech or media giants with their flagship premium offerings to promote, Roku has historically played nice with the gamut of streaming apps. There's a reason why there are now thousands of services you can download through your Roku.</p>\n<p>It's not always perfect. We saw Roku battle with two new services last year over revenue-sharing arrangements, but all parties eventually came to terms to make sure that those new premium offerings didn't miss out on Roku's massive audience.</p>\n<p>With Roku's platform revenue the key driver in the 81% year-over-year revenue surge inits latest quarter, it's clear the model works. Roku's agnosticism makes it a major draw to smart TV manufacturers looking for a built-in operating system and for consumers buying retail products to turn dumb TVs into smart ones. Roku's recent moves to beef up proprietary content -- like buying the now defunct Quibi content catalog -- isn't enough for any streaming service to see Roku as a threat instead of an ally.</p>\n<p><b>fuboTV</b></p>\n<p>We're kissing our cable and satellite television bills goodbye, but a growing number of cord-cutters are turning to live TV streaming services to fill the void. fuboTV is still a small player in this niche, but its \"sports first\" positioning is making it the fastest growing player in the field. Revenue has accelerated in each of its first three quarters as a pubic company,nearly tripling in last week's financial update.</p>\n<p>Having a set demographic of sports fans is making it magnetic to marketers. Ad revenue per user clocked in at $8.70 a month for fuboTV, nearly triple what Roku is commanding -- and the clincher here is that fuboTV is still collecting premium subscription revenue on top of that. Another killer advantage for fuboTV with its unique market positioning is that many sports fans enjoy wagering. By the end of this year fuboTV expects to launch Fubo Sportsbook, a gambling app that will work alongside fuboTV to update betting options based on what a subscriber is watching.</p>\n<p><b>Walt Disney</b></p>\n<p>It may seem insane, but Disney+ wasn't around two years ago. It launched in November 2019 and hit the ground running. Disney's success in streaming is a testament to its unmatched properties.</p>\n<p>Disney was the studio behind all six of the country's top-grossing theatrical releases in 2019, the last good year for the multiplex industry. It operates the world's most visited theme parks. Its Disney Channel and majority-owned ESPN are the top dogs in their respective markets. A hit in one of its divisions can quickly be adapted to be monetized elsewhere.</p>\n<p>Disney+ became a major player out of the gate as a result of the&nbsp;media stock's vault of content. Between its homegrown properties and the franchises it acquired in 10-figure deals for Pixar, Marvel, and Lucasfilm, no one comes close to the breadth of the House of Mouse for potential blockbusters.</p>\n<p>Streaming entertainment is going to have a lot winners. It's the present and future of video consumption. Netflix, Roku, fuboTV, and Disney have the killer advantages to stand out in the field.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Streaming Video 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\">\n4 Streaming Video Stocks That Have a Killer Advantage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 10:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/16/4-streaming-video-stocks-that-have-a-killer-advant/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThere are a lot of players in streaming these days, but only a handful have legit advantages over the competition.\nNetflix and Disney have unmatched content catalogs for a reason.\nRoku and...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/16/4-streaming-video-stocks-that-have-a-killer-advant/\">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.","ROKU":"Roku Inc","NFLX":"奈飞","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/08/16/4-streaming-video-stocks-that-have-a-killer-advant/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167115772","content_text":"Key Points\n\nThere are a lot of players in streaming these days, but only a handful have legit advantages over the competition.\nNetflix and Disney have unmatched content catalogs for a reason.\nRoku and fuboTV have unique advantages to make them stand out against more established names in their markets.\n\n\nNo one can deny that the migration from linear television to streaming is real. Consumers are more demanding about the entertainment choices they have these days, and the leading streaming services are fitting the bill. However, some platforms have killer advantages.\nNetflix(NASDAQ:NFLX),Roku(NASDAQ:ROKU),fuboTV(NYSE:FUBO), and Walt Disney(NYSE:DIS)have a leg up on the competition. Let's see why they have invisible moats that are sometimes misunderstood by the market.\nIMAGE SOURCE: GETTY IMAGES.\nNetflix\nLet's start with the obvious top dog in this niche. Netflix was streaming -- disrupting its own physical distribution model -- long before the rest of the world caught up to the trend. Netflix is the undisputed leading premium streaming video service, hitting the midpoint of this year with 209.2 million paying accounts worldwide.\nOne might argue that the killer advantage Netflix has is scale, but it's not as simple as the obvious benefit of reaching the largest audience in the market. Being the top dog means it can divide the cost of acquiring any new piece of content by the largest number of premium accounts. The cost per member of any new movie or series on its platform would be lower for Netflix than it would be for any of its smaller rivals.\nNetflix also has more than two decades of streaming history. Netflix knows exactly what its subscribers are watching, and just as importantly what they're not watching. It has its finger on the pulse of streaming entertainment in a way that is unmatched by anyone else. It's not a surprise that Netflix has now increased its monthly U.S. subscription rates five times in the past seven years and keeps growing.\nRoku\nAgnosticism is the killer advantage for Roku. Unlike other streaming operating systems and dongles put out by tech or media giants with their flagship premium offerings to promote, Roku has historically played nice with the gamut of streaming apps. There's a reason why there are now thousands of services you can download through your Roku.\nIt's not always perfect. We saw Roku battle with two new services last year over revenue-sharing arrangements, but all parties eventually came to terms to make sure that those new premium offerings didn't miss out on Roku's massive audience.\nWith Roku's platform revenue the key driver in the 81% year-over-year revenue surge inits latest quarter, it's clear the model works. Roku's agnosticism makes it a major draw to smart TV manufacturers looking for a built-in operating system and for consumers buying retail products to turn dumb TVs into smart ones. Roku's recent moves to beef up proprietary content -- like buying the now defunct Quibi content catalog -- isn't enough for any streaming service to see Roku as a threat instead of an ally.\nfuboTV\nWe're kissing our cable and satellite television bills goodbye, but a growing number of cord-cutters are turning to live TV streaming services to fill the void. fuboTV is still a small player in this niche, but its \"sports first\" positioning is making it the fastest growing player in the field. Revenue has accelerated in each of its first three quarters as a pubic company,nearly tripling in last week's financial update.\nHaving a set demographic of sports fans is making it magnetic to marketers. Ad revenue per user clocked in at $8.70 a month for fuboTV, nearly triple what Roku is commanding -- and the clincher here is that fuboTV is still collecting premium subscription revenue on top of that. Another killer advantage for fuboTV with its unique market positioning is that many sports fans enjoy wagering. By the end of this year fuboTV expects to launch Fubo Sportsbook, a gambling app that will work alongside fuboTV to update betting options based on what a subscriber is watching.\nWalt Disney\nIt may seem insane, but Disney+ wasn't around two years ago. It launched in November 2019 and hit the ground running. Disney's success in streaming is a testament to its unmatched properties.\nDisney was the studio behind all six of the country's top-grossing theatrical releases in 2019, the last good year for the multiplex industry. It operates the world's most visited theme parks. Its Disney Channel and majority-owned ESPN are the top dogs in their respective markets. A hit in one of its divisions can quickly be adapted to be monetized elsewhere.\nDisney+ became a major player out of the gate as a result of the media stock's vault of content. Between its homegrown properties and the franchises it acquired in 10-figure deals for Pixar, Marvel, and Lucasfilm, no one comes close to the breadth of the House of Mouse for potential blockbusters.\nStreaming entertainment is going to have a lot winners. It's the present and future of video consumption. Netflix, Roku, fuboTV, and Disney have the killer advantages to stand out in the field.","news_type":1,"symbols_score_info":{"FUBO":0.9,"NFLX":0.9,"ROKU":0.9,"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}