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- PickaChewPickaChew
  ·2021-02-10
  $NIO Inc.(NIO)$With EV industry growingGood order backlogBullish flag form with strong momentum suggesting chance of breakout is highTime to enter NIO to 75!
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- PickaChewPickaChew
  ·2021-12-18
  $NIO, im buying call options, today is the last day of selling pressure from hedge funds due to options expiry
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- PickaChewPickaChew
  ·2021-12-03
  Not that I dont trust MF... Everything i bought based on their analysis lost money, maybe their track record was due to the massive bull run last15 yrs where almost everyone made money
  3 Surefire Growth Stocks to Buy in December
  Patience will pay off handsomely if investors buy into this innovative trio.
  3 Surefire Growth Stocks to Buy in December
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- PickaChewPickaChew
  ·2021-11-28
  Like pls
  非常抱歉，此主贴已删除
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- PickaChewPickaChew
  ·2021-11-10
  Like pls
  非常抱歉，此主贴已删除
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- PickaChewPickaChew
  ·2021-11-10
  Like pls
  非常抱歉，此主贴已删除
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- PickaChewPickaChew
  ·2021-11-06
  Like pls
  U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021
  Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00 a.m. At that time,the regu
  U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021
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- PickaChewPickaChew
  ·2021-10-22
  Like pls
  非常抱歉，此主贴已删除
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- PickaChewPickaChew
  ·2021-10-22
  Like pls
  非常抱歉，此主贴已删除
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- PickaChewPickaChew
  ·2021-10-22
  Like pls
  ‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move
  ‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘i
  ‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move
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- PickaChewPickaChew
  ·2021-10-22
  Like pls
  非常抱歉，此主贴已删除
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href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>With EV industry growingGood order backlogBullish flag form with strong momentum suggesting chance of breakout is highTime to enter NIO to 75!","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>With EV industry growingGood order backlogBullish flag form with strong momentum suggesting chance of breakout is highTime to enter NIO to 75!","text":"$NIO Inc.(NIO)$With EV industry growingGood order backlogBullish flag form with strong momentum suggesting chance of breakout is highTime to enter NIO to 75!","images":[{"img":"https://static.tigerbbs.com/f3f1560dff750398414f7155ba5729ed","width":"755","height":"505"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/383799268","isVote":1,"tweetType":1,"viewCount":2147,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575141057639271","authorId":"3575141057639271","name":"Daveb","avatar":"https://static.tigerbbs.com/61df162e1597f1b5a6a6bfb13d7d92f5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3575141057639271","idStr":"3575141057639271"},"content":"Im definetly going to listen to you 👍👍im sure you said buy them and become a millionaire over night 😂😂😂💎🚀✊🏿lol only making you smile","text":"Im definetly going to listen to you 👍👍im sure you said buy them and become a millionaire over night 😂😂😂💎🚀✊🏿lol only making you smile","html":"Im definetly going to listen to you 👍👍im sure you said buy them and become a millionaire over night 😂😂😂💎🚀✊🏿lol only making you smile"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":699897999,"gmtCreate":1639770581147,"gmtModify":1639770581368,"author":{"id":"3575623648551699","authorId":"3575623648551699","name":"PickaChew","avatar":"https://static.tigerbbs.com/e64125a635ce42e8dfd601284ad29438","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575623648551699","idStr":"3575623648551699"},"themes":[],"htmlText":"$NIO, im buying call options, today is the last day of selling pressure from hedge funds due to options expiry","listText":"$NIO, im buying call options, today is the last day of selling pressure from hedge funds due to options expiry","text":"$NIO, im buying call options, today is the last day of selling pressure from hedge funds due to options expiry","images":[{"img":"https://static.tigerbbs.com/0307ec7cea8aae1aa6dcf8e99247f720","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699897999","isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":601699675,"gmtCreate":1638518269419,"gmtModify":1638518483833,"author":{"id":"3575623648551699","authorId":"3575623648551699","name":"PickaChew","avatar":"https://static.tigerbbs.com/e64125a635ce42e8dfd601284ad29438","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575623648551699","idStr":"3575623648551699"},"themes":[],"htmlText":"Not that I dont trust MF... Everything i bought based on their analysis lost money, maybe their track record was due to the massive bull run last15 yrs where almost everyone made money","listText":"Not that I dont trust MF... Everything i bought based on their analysis lost money, maybe their track record was due to the massive bull run last15 yrs where almost everyone made money","text":"Not that I dont trust MF... Everything i bought based on their analysis lost money, maybe their track record was due to the massive bull run last15 yrs where almost everyone made money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601699675","repostId":"1110450425","repostType":4,"repost":{"id":"1110450425","kind":"news","pubTimestamp":1638515794,"share":"https://www.laohu8.com/m/news/1110450425?lang=&edition=full","pubTime":"2021-12-03 15:16","market":"us","language":"en","title":"3 Surefire Growth Stocks to Buy in December","url":"https://stock-news.laohu8.com/highlight/detail?id=1110450425","media":"Motley Fool","summary":"Patience will pay off handsomely if investors buy into this innovative trio.","content":"<p>Since the end of the Great Recession more than 12 years ago,growth stocks&nbsp;have been dominant. Historically low lending rates and a persistently dovish U.S. central bank have given fast-paced companies access to cheap capital that they've used to hire, acquire, and innovate.</p>\n<p>The thing is, even with growth stocks responsible for pushing the stock market to new heights, great deals can still be found. For long-term investors, the following three surefire growth stocks are all bargains that can be confidently bought in December.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f15900ffc21bc761d72f7b1e71e83010\" tg-width=\"2000\" tg-height=\"1399\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>Square</b></p>\n<p>The first surefire growth stock patient investors can load up on in December following a 25% pullback since August is fintech-giant&nbsp;<b>Square</b>.</p>\n<p>For the past couple of months, Square has come under pressure for a variety of reasons. There's worry about the role cryptocurrencies might play in the payments space, and more recently, there's concern about higher-inflation rates adversely impacting consumer spending. Growth stocks with hefty premiums tend to get hit hardest when inflation picks up.</p>\n<p>While these might be tangible concerns for some&nbsp;fintech stocks, Square has demonstrated it's in a class of its own -- which is why it carries such a lofty valuation premium.</p>\n<p>For more than a decade, the company has relied on its seller ecosystem as its&nbsp;bread-and-butter growth source. This segment is what provides point-of-sale solutions, loans, and analytics to help businesses succeed. In the seven years leading up to the pandemic, the gross payment volume (GPV) transacted on Square's network grew by an annualized average of 49% from $6.5 billion to $106.2 billion. Based on Square's third-quarter GPV of $41.7 billion, the company has an annual run-rate of almost $167 billion.</p>\n<p>What's remarkable about the seller ecosystem is its incorporation of bigger businesses. Once a tool used almost exclusively by small/independent merchants, two-thirds of Square's Q3 GPV originated from sellers with at least $125,000 in annualized GPV. Since the seller ecosystem is predominantly a fee-driven segment, this steady shift will gradually increase gross profits over time.</p>\n<p>But the long-term growth opportunity that should make Square a surefire investment is its digital peer-to-peer payment platform, Cash App. In just a three-year stretch ending Dec. 31, 2020, Cash App's monthly active user (MAU) count&nbsp;more than quintupled&nbsp;from 7 million to 36 million.</p>\n<p>What makes Cash App so intriguing is its margins. In the June-ended quarter, Square noted in its shareholder letter that it was generating $55 in gross profit per monthly transacting active customer, yet was spending around $5 to acquire each Cash App MAU. There's little question that Cash App will blow past the seller ecosystem in terms of profit potential over the long run.</p>\n<p>The&nbsp;icing on the cake for Square&nbsp;is its pending $29 billion acquisition of \"buy now, pay later\" company&nbsp;<b>Afterpay</b>. Purchasing Afterpay will create a closed-loop payment system that connects the seller ecosystem with Cash App. This pricey deal is ultimately geared at growing its ecosystem and bolstering long-term margins.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2644af4464af927edb622f1f17d1727d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>Novavax</b></p>\n<p>Another surefire growth stock investors can confidently pile into in December is drug-developer&nbsp;<b>Novavax</b>.</p>\n<p>Novavax is one of what's seemingly become an army of drugmakers angling to produce a coronavirus disease 2019 (COVID-19) vaccine or treatment. But unlike most of the crowd, the company's lead vaccine (NVX-CoV2373) appears to be in the upper echelon of effectiveness.</p>\n<p>In March and June, Novavax released the results of two large-scale studies involving its COVID-19 vaccine. In the U.K. trial, NVX-CoV2373 produced an 89.7% vaccine efficacy (VE), which included the original strain of the SARS-CoV-2 virus that causes COVID-19, as well as the U.K. variant. There was also the U.S./Mexico phase 3 trial, which produced a 90.4% VE. With the exception of&nbsp;<b>Moderna</b>&nbsp;and&nbsp;<b>Pfizer</b>/<b>BioNTech</b>, whose initial large-scale U.S. trials yielded respective VEs of 94.1% and 95%, Novavax looks as if it'll slide in as the clear No. 3 option in the COVID-19 vaccine space.</p>\n<p>Despite these positive clinical results, Novavax's share price has more or less gone nowhere since late January. This has to do with emergency-use authorization (EUA) filing delays in key markets, as well as production setbacks. Wall Street and investors have been quick to pounce on any delays in bringing NVX-CoV2373 to market.</p>\n<p>However, Novavax looks like it's&nbsp;working through many of its delays. It was recently granted its first EUAs in Indonesia and the Philippines and has filed for the equivalent of EUA approval with the World Health Organization, Canada, Australia, and the U.K., to name a few key markets.</p>\n<p>It's important for investors to understand that COVID-19 has the look of an endemic illness. The mutability of the virus, coupled with the need to vaccinate billions of additional people worldwide, makes it highly likely that Novavax will&nbsp;generate recurring revenue from this indication, rather than a one-time pop from initial inoculations.</p>\n<p>The Novavax growth story should also&nbsp;blossom, thanks to innovation. It's one of the leading candidates to develop a combination COVID-19/influenza vaccine and bring it to market faster than its peers.</p>\n<p>All of these factors make Novavax a screaming bargain in the&nbsp;biotech space.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/daba772eacee266463194db26d926d00\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>Pinterest</b></p>\n<p>A third surefire growth stock to buy in December is social-media platform&nbsp;&nbsp;<b>Pinterest</b>.</p>\n<p>There's no sugarcoating that&nbsp;Pinterest has been a dud in 2021. Its shares are down almost 40% year to date, with the stock teetering on a 14-month low. This weakness is the result of Pinterest's MAU declining on a sequential basis for each of the past two quarters (from 478 million in Q1 2021 to 444 million in Q3 2021).</p>\n<p>To state the obvious, Pinterest was never going to maintain its rate of MAU growth achieved during the pandemic. With COVID-19 vaccination rates picking up in developed markets, it's not a surprise to see people getting out of the house more often. But it's worthwhile noting that, when examined over a three-or-five-year period, Pinterest's MAU growth remains within historic norms.</p>\n<p>What's far more important for investors to recognize is that, even with more modest near-term MAU growth, we're seeing&nbsp;almost no slowdown in the monetization of Pinterest's user base. In the September-ended quarter, global average revenue per user (ARPU) jumped 37%, while international ARPU skyrocketed 81%. International ARPU remains low enough ($0.38 in Q3) that it can double many times over this decade and fuel sustainable double-digit growth.</p>\n<p>What's made Pinterest a desirable place for advertisers is its&nbsp;transparent operating model. Whereas other social media platforms gather information with likes and users' search histories, the entire premise of Pinterest is for users to post about the things, places, and services that interest them. With this important data in hand, Pinterest merely needs to connect users with the merchants who can meet their needs. It's a no-brainer that merchants are going to be willing to spend big to reach motivated shoppers.</p>\n<p>Following its retracement, Pinterest is downright inexpensive. It can be scooped up for 30 times Wall Street's forecast earnings per share for 2022, yet is still growing sales by 25% or more annually. It's the perfect growth stock to add in December and&nbsp;hang onto over the next 5 to 10 years.</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>3 Surefire Growth Stocks to Buy in December</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\">\n3 Surefire Growth Stocks to Buy in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-03 15:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/02/3-surefire-growth-stocks-to-buy-in-december/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since the end of the Great Recession more than 12 years ago,growth stocks have been dominant. Historically low lending rates and a persistently dovish U.S. central bank have given fast-paced companies...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/02/3-surefire-growth-stocks-to-buy-in-december/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","PINS":"Pinterest, Inc."},"source_url":"https://www.fool.com/investing/2021/12/02/3-surefire-growth-stocks-to-buy-in-december/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110450425","content_text":"Since the end of the Great Recession more than 12 years ago,growth stocks have been dominant. Historically low lending rates and a persistently dovish U.S. central bank have given fast-paced companies access to cheap capital that they've used to hire, acquire, and innovate.\nThe thing is, even with growth stocks responsible for pushing the stock market to new heights, great deals can still be found. For long-term investors, the following three surefire growth stocks are all bargains that can be confidently bought in December.\nImage source: Getty Images.\nSquare\nThe first surefire growth stock patient investors can load up on in December following a 25% pullback since August is fintech-giant Square.\nFor the past couple of months, Square has come under pressure for a variety of reasons. There's worry about the role cryptocurrencies might play in the payments space, and more recently, there's concern about higher-inflation rates adversely impacting consumer spending. Growth stocks with hefty premiums tend to get hit hardest when inflation picks up.\nWhile these might be tangible concerns for some fintech stocks, Square has demonstrated it's in a class of its own -- which is why it carries such a lofty valuation premium.\nFor more than a decade, the company has relied on its seller ecosystem as its bread-and-butter growth source. This segment is what provides point-of-sale solutions, loans, and analytics to help businesses succeed. In the seven years leading up to the pandemic, the gross payment volume (GPV) transacted on Square's network grew by an annualized average of 49% from $6.5 billion to $106.2 billion. Based on Square's third-quarter GPV of $41.7 billion, the company has an annual run-rate of almost $167 billion.\nWhat's remarkable about the seller ecosystem is its incorporation of bigger businesses. Once a tool used almost exclusively by small/independent merchants, two-thirds of Square's Q3 GPV originated from sellers with at least $125,000 in annualized GPV. Since the seller ecosystem is predominantly a fee-driven segment, this steady shift will gradually increase gross profits over time.\nBut the long-term growth opportunity that should make Square a surefire investment is its digital peer-to-peer payment platform, Cash App. In just a three-year stretch ending Dec. 31, 2020, Cash App's monthly active user (MAU) count more than quintupled from 7 million to 36 million.\nWhat makes Cash App so intriguing is its margins. In the June-ended quarter, Square noted in its shareholder letter that it was generating $55 in gross profit per monthly transacting active customer, yet was spending around $5 to acquire each Cash App MAU. There's little question that Cash App will blow past the seller ecosystem in terms of profit potential over the long run.\nThe icing on the cake for Square is its pending $29 billion acquisition of \"buy now, pay later\" company Afterpay. Purchasing Afterpay will create a closed-loop payment system that connects the seller ecosystem with Cash App. This pricey deal is ultimately geared at growing its ecosystem and bolstering long-term margins.\nImage source: Getty Images.\nNovavax\nAnother surefire growth stock investors can confidently pile into in December is drug-developer Novavax.\nNovavax is one of what's seemingly become an army of drugmakers angling to produce a coronavirus disease 2019 (COVID-19) vaccine or treatment. But unlike most of the crowd, the company's lead vaccine (NVX-CoV2373) appears to be in the upper echelon of effectiveness.\nIn March and June, Novavax released the results of two large-scale studies involving its COVID-19 vaccine. In the U.K. trial, NVX-CoV2373 produced an 89.7% vaccine efficacy (VE), which included the original strain of the SARS-CoV-2 virus that causes COVID-19, as well as the U.K. variant. There was also the U.S./Mexico phase 3 trial, which produced a 90.4% VE. With the exception of Moderna and Pfizer/BioNTech, whose initial large-scale U.S. trials yielded respective VEs of 94.1% and 95%, Novavax looks as if it'll slide in as the clear No. 3 option in the COVID-19 vaccine space.\nDespite these positive clinical results, Novavax's share price has more or less gone nowhere since late January. This has to do with emergency-use authorization (EUA) filing delays in key markets, as well as production setbacks. Wall Street and investors have been quick to pounce on any delays in bringing NVX-CoV2373 to market.\nHowever, Novavax looks like it's working through many of its delays. It was recently granted its first EUAs in Indonesia and the Philippines and has filed for the equivalent of EUA approval with the World Health Organization, Canada, Australia, and the U.K., to name a few key markets.\nIt's important for investors to understand that COVID-19 has the look of an endemic illness. The mutability of the virus, coupled with the need to vaccinate billions of additional people worldwide, makes it highly likely that Novavax will generate recurring revenue from this indication, rather than a one-time pop from initial inoculations.\nThe Novavax growth story should also blossom, thanks to innovation. It's one of the leading candidates to develop a combination COVID-19/influenza vaccine and bring it to market faster than its peers.\nAll of these factors make Novavax a screaming bargain in the biotech space.\nImage source: Getty Images.\nPinterest\nA third surefire growth stock to buy in December is social-media platform  Pinterest.\nThere's no sugarcoating that Pinterest has been a dud in 2021. Its shares are down almost 40% year to date, with the stock teetering on a 14-month low. This weakness is the result of Pinterest's MAU declining on a sequential basis for each of the past two quarters (from 478 million in Q1 2021 to 444 million in Q3 2021).\nTo state the obvious, Pinterest was never going to maintain its rate of MAU growth achieved during the pandemic. With COVID-19 vaccination rates picking up in developed markets, it's not a surprise to see people getting out of the house more often. But it's worthwhile noting that, when examined over a three-or-five-year period, Pinterest's MAU growth remains within historic norms.\nWhat's far more important for investors to recognize is that, even with more modest near-term MAU growth, we're seeing almost no slowdown in the monetization of Pinterest's user base. In the September-ended quarter, global average revenue per user (ARPU) jumped 37%, while international ARPU skyrocketed 81%. International ARPU remains low enough ($0.38 in Q3) that it can double many times over this decade and fuel sustainable double-digit growth.\nWhat's made Pinterest a desirable place for advertisers is its transparent operating model. Whereas other social media platforms gather information with likes and users' search histories, the entire premise of Pinterest is for users to post about the things, places, and services that interest them. With this important data in hand, Pinterest merely needs to connect users with the merchants who can meet their needs. It's a no-brainer that merchants are going to be willing to spend big to reach motivated shoppers.\nFollowing its retracement, Pinterest is downright inexpensive. It can be scooped up for 30 times Wall Street's forecast earnings per share for 2022, yet is still growing sales by 25% or more annually. It's the perfect growth stock to add in December and hang onto over the next 5 to 10 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600830795,"gmtCreate":1638114219745,"gmtModify":1638114219859,"author":{"id":"3575623648551699","authorId":"3575623648551699","name":"PickaChew","avatar":"https://static.tigerbbs.com/e64125a635ce42e8dfd601284ad29438","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575623648551699","idStr":"3575623648551699"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600830795","repostId":"2186432895","repostType":4,"isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870083192,"gmtCreate":1636558323620,"gmtModify":1636559082676,"author":{"id":"3575623648551699","authorId":"3575623648551699","name":"PickaChew","avatar":"https://static.tigerbbs.com/e64125a635ce42e8dfd601284ad29438","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575623648551699","idStr":"3575623648551699"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/870083192","repostId":"1140564396","repostType":4,"isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870083955,"gmtCreate":1636558314980,"gmtModify":1636559082531,"author":{"id":"3575623648551699","authorId":"3575623648551699","name":"PickaChew","avatar":"https://static.tigerbbs.com/e64125a635ce42e8dfd601284ad29438","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575623648551699","idStr":"3575623648551699"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870083955","repostId":"1149227057","repostType":4,"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842334053,"gmtCreate":1636131741373,"gmtModify":1636131741635,"author":{"id":"3575623648551699","authorId":"3575623648551699","name":"PickaChew","avatar":"https://static.tigerbbs.com/e64125a635ce42e8dfd601284ad29438","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575623648551699","idStr":"3575623648551699"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842334053","repostId":"1136116425","repostType":4,"repost":{"id":"1136116425","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":1636104081,"share":"https://www.laohu8.com/m/news/1136116425?lang=&edition=full","pubTime":"2021-11-05 17:21","market":"us","language":"en","title":"U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1136116425","media":"Tiger Newspress","summary":"Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00 a.m.\nAt that time,the regu","content":"<p>Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00&nbsp;a.m.</p>\n<p>At that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m（Beijing Time/SGT）. </p>\n<p><img src=\"https://static.tigerbbs.com/e441a1a98d5230fc31d6f1652e577bde\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Trading Hours</b></p>\n<p>U.S.&nbsp;Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~&nbsp;5:00 the next day</p>\n<p><b>pre-trade</b></p>\n<p>U.S.&nbsp;Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00&nbsp;~&nbsp;22:30</p>\n<p><b>post-trade</b></p>\n<p>U.S.&nbsp;Eastern Time:16：00~20：00;Beijing time/SGT:5:00&nbsp;~&nbsp;9:00</p>\n<p>(Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)</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>U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Daylight Saving Time Ends on Sunday, Nov.7 2021\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\">2021-11-05 17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00&nbsp;a.m.</p>\n<p>At that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m（Beijing Time/SGT）. </p>\n<p><img src=\"https://static.tigerbbs.com/e441a1a98d5230fc31d6f1652e577bde\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Trading Hours</b></p>\n<p>U.S.&nbsp;Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~&nbsp;5:00 the next day</p>\n<p><b>pre-trade</b></p>\n<p>U.S.&nbsp;Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00&nbsp;~&nbsp;22:30</p>\n<p><b>post-trade</b></p>\n<p>U.S.&nbsp;Eastern Time:16：00~20：00;Beijing time/SGT:5:00&nbsp;~&nbsp;9:00</p>\n<p>(Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136116425","content_text":"Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00 a.m.\nAt that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m（Beijing Time/SGT）. \n\nTrading Hours\nU.S. Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~ 5:00 the next day\npre-trade\nU.S. Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00 ~ 22:30\npost-trade\nU.S. Eastern Time:16：00~20：00;Beijing time/SGT:5:00 ~ 9:00\n(Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851112575,"gmtCreate":1634879915823,"gmtModify":1634879915953,"author":{"id":"3575623648551699","authorId":"3575623648551699","name":"PickaChew","avatar":"https://static.tigerbbs.com/e64125a635ce42e8dfd601284ad29438","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575623648551699","idStr":"3575623648551699"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851112575","repostId":"2177249358","repostType":4,"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851112611,"gmtCreate":1634879892407,"gmtModify":1634879892555,"author":{"id":"3575623648551699","authorId":"3575623648551699","name":"PickaChew","avatar":"https://static.tigerbbs.com/e64125a635ce42e8dfd601284ad29438","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575623648551699","idStr":"3575623648551699"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851112611","repostId":"1142896307","repostType":4,"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851116518,"gmtCreate":1634879850209,"gmtModify":1634879850327,"author":{"id":"3575623648551699","authorId":"3575623648551699","name":"PickaChew","avatar":"https://static.tigerbbs.com/e64125a635ce42e8dfd601284ad29438","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575623648551699","idStr":"3575623648551699"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/851116518","repostId":"1185062694","repostType":4,"repost":{"id":"1185062694","kind":"news","pubTimestamp":1634865812,"share":"https://www.laohu8.com/m/news/1185062694?lang=&edition=full","pubTime":"2021-10-22 09:23","market":"us","language":"en","title":"‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move","url":"https://stock-news.laohu8.com/highlight/detail?id=1185062694","media":"MarketWatch","summary":"‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘i","content":"<p>‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1049f347eda58620bbbdada442c87ff1\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch photo illustration/iStockphoto</span></p>\n<p>As the ravages of the latest COVID variant settle, stock markets are bracing for Yet Another Reopening trade (YARO).</p>\n<p>Yes, here we go with the expert definition and nuances of the word “transitory” and the debate that follows as it applies to inflation. We have argued that the North Star in this current equity regime is an expansion of the profits cycle. The challenge in this period has become the start-stop-and-start-again motion of the reopening as the complexities of COVID/supply chain events warp a traditional profits rebound.</p>\n<p><img src=\"https://static.tigerbbs.com/d8d016a60ef5335fc00a6ae15099f106\" tg-width=\"700\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p>We continue to make a case for investing in higher quality firms to better navigate this moment while limiting exposure to innovation firms to reduce risk. Secular highs in the valuation of innovation shares are a source of risk as interest rates reverse course and Fed-watching returns to prime time viewing.</p>\n<p>Investors will shift their gaze again to a tapering tantrum. In this back and forth state of COVID-on, COVID-off, chasing the tails of the tape will leave investors tired as they frantically recalibrate their portfolios. The focus on higher quality with a valuation bias should offer the best path forward as investors weigh the chances of Yet Another Reopening Trade.</p>\n<p>This see-saw action between weaker-than-expected inflation and liquidity-driven reflation fears has drained investors this cycle as we head into a likely choppy fourth quarter. As the global economy has started to reopen, albeit in a mixed fashion, sales growth in the U.S. has rebounded to a solid 7.4% year over year with the latest reporting.</p>\n<p>In other words, the early stage gains are most likely behind us.&nbsp; Investors should position for continued expansion and look to firms with higher profit margin and better balance sheets .</p>\n<p>Importantly, high quality firms remain notably discounted as investors ignored basics such as margins and balance sheets to chase after liquidity-driven, innovation-centric names during the lock-down. This was further exacerbated as the vaccine/reopening surge inflated deep cyclicals.</p>\n<p>Combined, these elements explain why higher quality firms are selling at historical discounts. Relative to low quality, high-quality firms are trading at EV/Sales that are 1.4, 1.8, and 1.1 standard deviations below their historical averages for large-, mid- and small-cap firms, respectively.</p>\n<p><img src=\"https://static.tigerbbs.com/320d91f01ccd69e7974e784e94bcae06\" tg-width=\"700\" tg-height=\"684\" referrerpolicy=\"no-referrer\"></p>\n<p>The reopening fallout should also continue to place upward pressure on rates, therefore adversely impacting aggressive growth, innovation shares.</p>\n<p>COVID infection rates have begun to ebb, signaling a shift in markets from a narrow economy to a reopening posture, again. To no surprise, Fed-watching has resurfaced as equities with rich multiples require low/favorable interest rate backdrop to thrive. A full-on reopening of the global economy places aggressive growth firms trading at historic highs at risk.</p>\n<p>We have seen rate risk for innovation baskets as they tumbled when rates rose in September.&nbsp; Historical data underscores another example of equity market performance sensitivity to interest rate swings. In a short span from the end of July to the end of September, yield on the 10-year Treasury note&nbsp;climbed to 1.46% from 1.18%. The equity-market fallout was quite direct — the Nasdaq Composite&nbsp;lost 1.53%, the growth index tumbled 1.10% and the technology sector shed 1.23%. Notice that as fears of the delta variant appear to be subsiding and vaccination rates began rising, investors’ focus has returned to reopening and therefore central bank policy.</p>\n<p>As U.S. businesses and schools reopen, the focus back to liquidity will continue to fuel the fears of nervous market participants struggling to weigh the durability of the Fed liquidity support. This nervousness temporarily faded as COVID variants attacked sizable regions within the states. If the jump in innovation stocks began with a historic surge in liquidity, investors are rightfully concerned that any attempt to taper the market support will have adverse spillover effects on the valuation of the most aggressive parts of the equity landscape.</p>\n<p>The innovation sector may be the epicenter of the market focus as interest rates become turbulent.&nbsp; Figure 2, below, demonstrates the high valuation of innovation firms as represented by the ARK Next Generation Internet ETF.At the end of August, the ARK Next Gen Internet ETF was trading at 13.4x EV/Sales vs. 3.6x EV/Sales for the large- and midcap markets.</p>\n<p><img src=\"https://static.tigerbbs.com/33c6defec31004783d4d04fa0456eed7\" tg-width=\"700\" tg-height=\"598\" referrerpolicy=\"no-referrer\"></p>\n<p>More broadly, the technology sector is also trading at extremely rich levels. On a historical basis, the smaller-company technology sector is trading with a 85% premium to the broader market compared to long term 33% premium on a trailing EV/Sales basis. The large- and midcap technology sector is trading with a 113% premium to the broader market vs. the 58% historical premium.</p>\n<p>Although shy of the peak multiples seen in February, smaller innovation stocks trade in excess of 20x sales and large-caps north of 19x sales. During the selloff in September, we witnessed large-cap innovation stocks weaken by more than 5%.</p>\n<p>Bottom line: As the U.S. economy continues to reopen, it becomes clearer that the highest expectation firms cannot climb much higher or maintain the existing premia from current levels.</p>\n<p>The North Star to the current environment remains an expanding profits cycle that will continue to force a valuation focus. Innovation firms will likely struggle as the reopening takes hold and impacts U.S. interest rates adversely. Importantly, looking to firms with superior margins and better balance sheets will become more prominent as this recovering profit cycle ages.</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>‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move</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\">\n‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-22 09:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/fomo-has-made-lots-of-money-for-stock-investors-but-now-yaro-is-the-market-move-11634851883?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks\nMarketWatch photo illustration/iStockphoto\nAs the ravages of the latest COVID ...</p>\n\n<a href=\"https://www.marketwatch.com/story/fomo-has-made-lots-of-money-for-stock-investors-but-now-yaro-is-the-market-move-11634851883?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":{"COMP":"Compass, Inc.",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","ARKW":"ARK Next Generation Internet ETF"},"source_url":"https://www.marketwatch.com/story/fomo-has-made-lots-of-money-for-stock-investors-but-now-yaro-is-the-market-move-11634851883?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185062694","content_text":"‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks\nMarketWatch photo illustration/iStockphoto\nAs the ravages of the latest COVID variant settle, stock markets are bracing for Yet Another Reopening trade (YARO).\nYes, here we go with the expert definition and nuances of the word “transitory” and the debate that follows as it applies to inflation. We have argued that the North Star in this current equity regime is an expansion of the profits cycle. The challenge in this period has become the start-stop-and-start-again motion of the reopening as the complexities of COVID/supply chain events warp a traditional profits rebound.\n\nWe continue to make a case for investing in higher quality firms to better navigate this moment while limiting exposure to innovation firms to reduce risk. Secular highs in the valuation of innovation shares are a source of risk as interest rates reverse course and Fed-watching returns to prime time viewing.\nInvestors will shift their gaze again to a tapering tantrum. In this back and forth state of COVID-on, COVID-off, chasing the tails of the tape will leave investors tired as they frantically recalibrate their portfolios. The focus on higher quality with a valuation bias should offer the best path forward as investors weigh the chances of Yet Another Reopening Trade.\nThis see-saw action between weaker-than-expected inflation and liquidity-driven reflation fears has drained investors this cycle as we head into a likely choppy fourth quarter. As the global economy has started to reopen, albeit in a mixed fashion, sales growth in the U.S. has rebounded to a solid 7.4% year over year with the latest reporting.\nIn other words, the early stage gains are most likely behind us.  Investors should position for continued expansion and look to firms with higher profit margin and better balance sheets .\nImportantly, high quality firms remain notably discounted as investors ignored basics such as margins and balance sheets to chase after liquidity-driven, innovation-centric names during the lock-down. This was further exacerbated as the vaccine/reopening surge inflated deep cyclicals.\nCombined, these elements explain why higher quality firms are selling at historical discounts. Relative to low quality, high-quality firms are trading at EV/Sales that are 1.4, 1.8, and 1.1 standard deviations below their historical averages for large-, mid- and small-cap firms, respectively.\n\nThe reopening fallout should also continue to place upward pressure on rates, therefore adversely impacting aggressive growth, innovation shares.\nCOVID infection rates have begun to ebb, signaling a shift in markets from a narrow economy to a reopening posture, again. To no surprise, Fed-watching has resurfaced as equities with rich multiples require low/favorable interest rate backdrop to thrive. A full-on reopening of the global economy places aggressive growth firms trading at historic highs at risk.\nWe have seen rate risk for innovation baskets as they tumbled when rates rose in September.  Historical data underscores another example of equity market performance sensitivity to interest rate swings. In a short span from the end of July to the end of September, yield on the 10-year Treasury note climbed to 1.46% from 1.18%. The equity-market fallout was quite direct — the Nasdaq Composite lost 1.53%, the growth index tumbled 1.10% and the technology sector shed 1.23%. Notice that as fears of the delta variant appear to be subsiding and vaccination rates began rising, investors’ focus has returned to reopening and therefore central bank policy.\nAs U.S. businesses and schools reopen, the focus back to liquidity will continue to fuel the fears of nervous market participants struggling to weigh the durability of the Fed liquidity support. This nervousness temporarily faded as COVID variants attacked sizable regions within the states. If the jump in innovation stocks began with a historic surge in liquidity, investors are rightfully concerned that any attempt to taper the market support will have adverse spillover effects on the valuation of the most aggressive parts of the equity landscape.\nThe innovation sector may be the epicenter of the market focus as interest rates become turbulent.  Figure 2, below, demonstrates the high valuation of innovation firms as represented by the ARK Next Generation Internet ETF.At the end of August, the ARK Next Gen Internet ETF was trading at 13.4x EV/Sales vs. 3.6x EV/Sales for the large- and midcap markets.\n\nMore broadly, the technology sector is also trading at extremely rich levels. On a historical basis, the smaller-company technology sector is trading with a 85% premium to the broader market compared to long term 33% premium on a trailing EV/Sales basis. The large- and midcap technology sector is trading with a 113% premium to the broader market vs. the 58% historical premium.\nAlthough shy of the peak multiples seen in February, smaller innovation stocks trade in excess of 20x sales and large-caps north of 19x sales. During the selloff in September, we witnessed large-cap innovation stocks weaken by more than 5%.\nBottom line: As the U.S. economy continues to reopen, it becomes clearer that the highest expectation firms cannot climb much higher or maintain the existing premia from current levels.\nThe North Star to the current environment remains an expanding profits cycle that will continue to force a valuation focus. Innovation firms will likely struggle as the reopening takes hold and impacts U.S. interest rates adversely. Importantly, looking to firms with superior margins and better balance sheets will become more prominent as this recovering profit cycle ages.","news_type":1},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851116691,"gmtCreate":1634879833453,"gmtModify":1634879833542,"author":{"id":"3575623648551699","authorId":"3575623648551699","name":"PickaChew","avatar":"https://static.tigerbbs.com/e64125a635ce42e8dfd601284ad29438","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575623648551699","idStr":"3575623648551699"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851116691","repostId":"1184152939","repostType":4,"isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}