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- NadNadNadNad
  ·2021-11-30
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- NadNadNadNad
  ·2021-11-28
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- NadNadNadNad
  ·2021-11-27
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  WTI crude tumbled 9.02% to $71.28 a barrel, Brent fell 8.16%.
  WTI crude tumbled 9.02% to $71.28 a barrel, Brent fell 8.16%.
  WTI crude tumbled 9.02% to $71.28 a barrel, Brent fell 8.16%.
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- NadNadNadNad
  ·2021-11-24
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- NadNadNadNad
  ·2021-11-06
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- NadNadNadNad
  ·2021-10-20
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  Exxon Debates Abandoning Some of Its Biggest Oil and Gas Projects
  Exxon Mobil Corp.’s remade board of directors is debating whether to continue with several major oil
  Exxon Debates Abandoning Some of Its Biggest Oil and Gas Projects
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- NadNadNadNad
  ·2021-10-14
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  Why iPhone Supply Hiccup Is Not A Problem For Apple Stock
  Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales
  Why iPhone Supply Hiccup Is Not A Problem For Apple Stock
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- NadNadNadNad
  ·2021-10-08
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  6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor
  Stock-market pessimism and excess consumer buying power point to retail stocks. Nothing like a litt
  6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor
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- NadNadNadNad
  ·2021-10-07
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- NadNadNadNad
  ·2021-10-06
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  Stocks Usually Gain in the Fourth Quarter. Why This One Is Off to a Bad Start.
  October marks the start of the fourth quarter, often a strong three months for the stock market. But
  Stocks Usually Gain in the Fourth Quarter. Why This One Is Off to a Bad Start.
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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\">\nWTI crude tumbled 9.02% to $71.28 a barrel, Brent fell 8.16%.\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\">2021-11-26 23:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WTI crude tumbled&nbsp;9.02% to $71.28 a barrel,&nbsp;Brent&nbsp;fell&nbsp;8.16%.<img src=\"https://static.tigerbbs.com/6e118e6a5e909412e48ca104b2c37b30\" tg-width=\"884\" tg-height=\"611\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/1ac1680f3b9d8085d5fd9b6a868ce9c3\" tg-width=\"870\" tg-height=\"617\" width=\"100%\" height=\"auto\"></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":"1158420182","content_text":"WTI crude tumbled 9.02% to $71.28 a barrel, Brent fell 8.16%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874134242,"gmtCreate":1637741360939,"gmtModify":1637741361097,"author":{"id":"3578371160956810","authorId":"3578371160956810","name":"NadNad","avatar":"https://static.tigerbbs.com/5b9cb8b114a799d8c15172b886370b7e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371160956810","authorIdStr":"3578371160956810"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874134242","repostId":"1127565646","repostType":4,"isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842495169,"gmtCreate":1636212787796,"gmtModify":1636212788172,"author":{"id":"3578371160956810","authorId":"3578371160956810","name":"NadNad","avatar":"https://static.tigerbbs.com/5b9cb8b114a799d8c15172b886370b7e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371160956810","authorIdStr":"3578371160956810"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842495169","repostId":"2181374735","repostType":4,"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853087920,"gmtCreate":1634742462409,"gmtModify":1634742480139,"author":{"id":"3578371160956810","authorId":"3578371160956810","name":"NadNad","avatar":"https://static.tigerbbs.com/5b9cb8b114a799d8c15172b886370b7e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371160956810","authorIdStr":"3578371160956810"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853087920","repostId":"1172683327","repostType":4,"repost":{"id":"1172683327","kind":"news","pubTimestamp":1634742017,"share":"https://www.laohu8.com/m/news/1172683327?lang=&edition=full","pubTime":"2021-10-20 23:00","market":"us","language":"en","title":"Exxon Debates Abandoning Some of Its Biggest Oil and Gas Projects","url":"https://stock-news.laohu8.com/highlight/detail?id=1172683327","media":"Wall Street Journal","summary":"Exxon Mobil Corp.’s remade board of directors is debating whether to continue with several major oil","content":"<p>Exxon Mobil&nbsp;Corp.’s&nbsp;remade board of directors is debating whether to continue with several major oil and gas projects as the company reconsiders its investment strategy in a fast-changing energy landscape, according to people familiar with the matter.</p>\n<p>Members of the board—which includes three directors successfully nominated by an activist investor in May and two other new members—have expressed concerns about certain projects, including a $30 billion liquefied natural gas development in Mozambique and another multibillion-dollar gas project in Vietnam, the people said.</p>\n<p>Oil and gasprices are at multiyear highs, and the world is experiencing a shortage of fossil fuels as economies emerge from the pandemic. But it takes years for such energy megaprojects to produce additional supplies, and more years after that for the investments to pay off.</p>\n<p>Exxon board members are weighing the fate of future projects as the company is facing pressure from investors to restrain fossil-fuel investment to limit carbon emissions and return more cash to shareholders. Environmentalists and some government officials are also&nbsp;pressuring the company to produce less oil and gas.</p>\n<p>The discussions are taking place as part of a review of the oil company's five-year spending plan, on which the board is set to vote at the end of this month, the people said. It isn’t clear whether the board will make a final call on the Mozambique or Vietnam projects during the current review, according to the people.</p>\n<p>Both projects face potential political obstacles, and some Exxon board members have expressed concerns about whether they would return the billions in upfront investment they would require, some of the people said. The board meetings have been cordial, the people said.</p>\n<p>Exxon said it doesn’t discuss internal board deliberations. “Any depiction of the board’s discussions as being less than constructive in tone or substance is wrong,” said Exxon spokesman Casey Norton.</p>\n<p>As part of the review, Exxon is analyzing the expected carbon emissions from each project and how they would affect the company’s ability to meet pledges to reduce emissions, people familiar with the matter said. The annual projected emissions from the Mozambique and Vietnam projects were among the highest in Exxon’s planned pipeline of oil and gas projects, according to a pre-pandemic internal analysis by Exxon, which was reviewed by The Wall Street Journal.</p>\n<p>Mr. Norton said the analysis of projected carbon emissions the Journal reviewed was several years old and didn’t include the impact of Exxon’s most recent emission reduction plans and other post-Covid-19 changes.</p>\n<p>The discussions over the projects represent a new dynamic for Exxon’s board, said people familiar with the matter.</p>\n<p>Engine No. 1, the hedge fund that led a campaign that replaced three Exxon board members earlier this year, argued Exxon was investing in low-return projects and lacked a coherent strategy to chart a transition to lower-carbon fuels amid growing concerns about climate change.</p>\n<p>The activist was successful in part because it was able to win support from some of the company’s largest investors, including&nbsp;BlackRock&nbsp;Inc.and Vanguard Group. The asset managers said one of the reasons they supported the Engine candidates was that Exxon’s board lacked energy expertise and independence.</p>\n<p>Gregory Goff, one of the Engine No. 1 nominees, is among the directors to raise doubts about the Mozambique project, people familiar with the matter said. Mr. Goff, the former chief executive of Andeavor, which was one the largest U.S. refiners before being purchased by&nbsp;Marathon Petroleum&nbsp;Corp., has said that Exxon should consider more closely the risks presented by the project to assess whether it justifies investing, the people said.</p>\n<p>The Mozambique project, called Rovuma, would tap vast reserves of natural gas off the coast of the southern African country, then chill them to a liquid state at an onshore plant to be exported around the world. It is one of the largest projects in Exxon’s portfolio, and its proximity to India could give Exxon an opportunity to export gas to a fast-growing market.</p>\n<p>But Mozambique lacks infrastructure and is fighting an Islamic State-linked insurgency that has claimed more than 3,000 lives.Total&nbsp;EnergiesSE halted construction of a $20 billion gas project there in March after violence erupted near its construction site. Exxon spent $2.8 billion to acquire a stake in the Rovuma project but has delayed a final investment decision for several years. Exxon hasn’t disclosed an exact estimate of the project’s cost; Mozambique has estimated it at $27 billion to $33 billion.</p>\n<p>Abandoning the projects would represent another setback to plans by Exxon Chief Executive Darren Woods to boost spending to increase production. Less than four years ago, Mr. Woods said the company would invest $230 billion to pump an additional one million barrels of oil and gas a day by 2025. Rovuma, in particular, was central to that strategy.The company has already pulled backparts of that strategy after the pandemic decimated demand for oil and gas last year, prompting it to undergo a belt tightening.</p>\n<p>Exxon’s fortunes have improved this year along with rising oil and gas prices. Analysts expect Exxon to report more than $6 billion in quarterly profit later this month, after a loss of $680 million during the same period last year. The company has said it would give priority to using cash to pay down debt and fund dividends.</p>\n<p>Exxon is planning to declare in coming weeks that it will increase its investment in a low-carbon unit it announced in February by billions of dollars, according to people familiar with the matter. It initially said it would invest $3 billion in the unit through 2025 to commercialize carbon capture and storage, hydrogen, biofuels and other technologies. Most of those businesses aren’t profitable, say analysts, and need significant public-policy support and technological advances to become so.</p>\n<p>Exxon is also considering a pledgeto reduce and offset the carbon emissions from its operations to zero by 2050, the Journal has reported. Mr. Woods previously called such net zero commitments a “beauty competition.”</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>Exxon Debates Abandoning Some of Its Biggest Oil and Gas Projects</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\">\nExxon Debates Abandoning Some of Its Biggest Oil and Gas Projects\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-20 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/exxon-debates-abandoning-some-of-its-biggest-oil-and-gas-projects-11634739779?mod=hp_lead_pos2><strong>Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Exxon Mobil Corp.’s remade board of directors is debating whether to continue with several major oil and gas projects as the company reconsiders its investment strategy in a fast-changing energy ...</p>\n\n<a href=\"https://www.wsj.com/articles/exxon-debates-abandoning-some-of-its-biggest-oil-and-gas-projects-11634739779?mod=hp_lead_pos2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚"},"source_url":"https://www.wsj.com/articles/exxon-debates-abandoning-some-of-its-biggest-oil-and-gas-projects-11634739779?mod=hp_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172683327","content_text":"Exxon Mobil Corp.’s remade board of directors is debating whether to continue with several major oil and gas projects as the company reconsiders its investment strategy in a fast-changing energy landscape, according to people familiar with the matter.\nMembers of the board—which includes three directors successfully nominated by an activist investor in May and two other new members—have expressed concerns about certain projects, including a $30 billion liquefied natural gas development in Mozambique and another multibillion-dollar gas project in Vietnam, the people said.\nOil and gasprices are at multiyear highs, and the world is experiencing a shortage of fossil fuels as economies emerge from the pandemic. But it takes years for such energy megaprojects to produce additional supplies, and more years after that for the investments to pay off.\nExxon board members are weighing the fate of future projects as the company is facing pressure from investors to restrain fossil-fuel investment to limit carbon emissions and return more cash to shareholders. Environmentalists and some government officials are also pressuring the company to produce less oil and gas.\nThe discussions are taking place as part of a review of the oil company's five-year spending plan, on which the board is set to vote at the end of this month, the people said. It isn’t clear whether the board will make a final call on the Mozambique or Vietnam projects during the current review, according to the people.\nBoth projects face potential political obstacles, and some Exxon board members have expressed concerns about whether they would return the billions in upfront investment they would require, some of the people said. The board meetings have been cordial, the people said.\nExxon said it doesn’t discuss internal board deliberations. “Any depiction of the board’s discussions as being less than constructive in tone or substance is wrong,” said Exxon spokesman Casey Norton.\nAs part of the review, Exxon is analyzing the expected carbon emissions from each project and how they would affect the company’s ability to meet pledges to reduce emissions, people familiar with the matter said. The annual projected emissions from the Mozambique and Vietnam projects were among the highest in Exxon’s planned pipeline of oil and gas projects, according to a pre-pandemic internal analysis by Exxon, which was reviewed by The Wall Street Journal.\nMr. Norton said the analysis of projected carbon emissions the Journal reviewed was several years old and didn’t include the impact of Exxon’s most recent emission reduction plans and other post-Covid-19 changes.\nThe discussions over the projects represent a new dynamic for Exxon’s board, said people familiar with the matter.\nEngine No. 1, the hedge fund that led a campaign that replaced three Exxon board members earlier this year, argued Exxon was investing in low-return projects and lacked a coherent strategy to chart a transition to lower-carbon fuels amid growing concerns about climate change.\nThe activist was successful in part because it was able to win support from some of the company’s largest investors, including BlackRock Inc.and Vanguard Group. The asset managers said one of the reasons they supported the Engine candidates was that Exxon’s board lacked energy expertise and independence.\nGregory Goff, one of the Engine No. 1 nominees, is among the directors to raise doubts about the Mozambique project, people familiar with the matter said. Mr. Goff, the former chief executive of Andeavor, which was one the largest U.S. refiners before being purchased by Marathon Petroleum Corp., has said that Exxon should consider more closely the risks presented by the project to assess whether it justifies investing, the people said.\nThe Mozambique project, called Rovuma, would tap vast reserves of natural gas off the coast of the southern African country, then chill them to a liquid state at an onshore plant to be exported around the world. It is one of the largest projects in Exxon’s portfolio, and its proximity to India could give Exxon an opportunity to export gas to a fast-growing market.\nBut Mozambique lacks infrastructure and is fighting an Islamic State-linked insurgency that has claimed more than 3,000 lives.Total EnergiesSE halted construction of a $20 billion gas project there in March after violence erupted near its construction site. Exxon spent $2.8 billion to acquire a stake in the Rovuma project but has delayed a final investment decision for several years. Exxon hasn’t disclosed an exact estimate of the project’s cost; Mozambique has estimated it at $27 billion to $33 billion.\nAbandoning the projects would represent another setback to plans by Exxon Chief Executive Darren Woods to boost spending to increase production. Less than four years ago, Mr. Woods said the company would invest $230 billion to pump an additional one million barrels of oil and gas a day by 2025. Rovuma, in particular, was central to that strategy.The company has already pulled backparts of that strategy after the pandemic decimated demand for oil and gas last year, prompting it to undergo a belt tightening.\nExxon’s fortunes have improved this year along with rising oil and gas prices. Analysts expect Exxon to report more than $6 billion in quarterly profit later this month, after a loss of $680 million during the same period last year. The company has said it would give priority to using cash to pay down debt and fund dividends.\nExxon is planning to declare in coming weeks that it will increase its investment in a low-carbon unit it announced in February by billions of dollars, according to people familiar with the matter. It initially said it would invest $3 billion in the unit through 2025 to commercialize carbon capture and storage, hydrogen, biofuels and other technologies. Most of those businesses aren’t profitable, say analysts, and need significant public-policy support and technological advances to become so.\nExxon is also considering a pledgeto reduce and offset the carbon emissions from its operations to zero by 2050, the Journal has reported. Mr. Woods previously called such net zero commitments a “beauty competition.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825607725,"gmtCreate":1634220460391,"gmtModify":1634220460518,"author":{"id":"3578371160956810","authorId":"3578371160956810","name":"NadNad","avatar":"https://static.tigerbbs.com/5b9cb8b114a799d8c15172b886370b7e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371160956810","authorIdStr":"3578371160956810"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825607725","repostId":"1176037392","repostType":4,"repost":{"id":"1176037392","kind":"news","pubTimestamp":1634217624,"share":"https://www.laohu8.com/m/news/1176037392?lang=&edition=full","pubTime":"2021-10-14 21:20","market":"us","language":"en","title":"Why iPhone Supply Hiccup Is Not A Problem For Apple Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1176037392","media":"TheStreet","summary":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales","content":"<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p>\n<p>The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p>\n<p>Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p>\n<p><b>This seems familiar…</b></p>\n<p>First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p>\n<p>But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p>\n<p>If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p>\n<p>The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p>\n<p>Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p>\n<p>Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p>\n<p><b>Apple is a good place to hide</b></p>\n<p>To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p>\n<p>Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p>\n<p>Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</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>Why iPhone Supply Hiccup Is Not A Problem For Apple Stock</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\">\nWhy iPhone Supply Hiccup Is Not A Problem For Apple Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 21:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176037392","content_text":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not been very favorable for Apple and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.\nApple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.\nFigure 1: iPhone 13 new model.\nThis seems familiar…\nFirst, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?\nBut long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.\nIf enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.\nThe chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.\nFigure 2: iPhone growth from 2019 to 2021.\nAverage iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.\nCould the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.\nApple is a good place to hide\nTo be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.\nOf course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.\nLast year, I explained in more detail that Apple has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.","news_type":1},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821157960,"gmtCreate":1633708545252,"gmtModify":1633708545618,"author":{"id":"3578371160956810","authorId":"3578371160956810","name":"NadNad","avatar":"https://static.tigerbbs.com/5b9cb8b114a799d8c15172b886370b7e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371160956810","authorIdStr":"3578371160956810"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821157960","repostId":"1133780035","repostType":4,"repost":{"id":"1133780035","kind":"news","pubTimestamp":1633704297,"share":"https://www.laohu8.com/m/news/1133780035?lang=&edition=full","pubTime":"2021-10-08 22:44","market":"us","language":"en","title":"6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor","url":"https://stock-news.laohu8.com/highlight/detail?id=1133780035","media":"MarketWatch","summary":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a litt","content":"<blockquote>\n <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b>\n</blockquote>\n<p>Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p>\n<p>But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p>\n<p><b>1. Sentiment has gotten bearish enough</b></p>\n<p>I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p>\n<p>It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p>\n<p>Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p>\n<p><b>2. Seasonality is in our favor</b></p>\n<p>The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p>\n<p><b>3. COVID is rolling over</b></p>\n<p>It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p>\n<p><b>4. A correction may have already happened</b></p>\n<p>Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&amp;P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p>\n<p>In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p>\n<p><b>5. There’s been strong household formation</b></p>\n<p>Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p>\n<p>What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p>\n<p>The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p>\n<p><b>6. The consumer is scared, locked and loaded</b></p>\n<p>There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p>\n<p>The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p>\n<p>Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p>\n<p>At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p>\n<p>Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p>\n<p>“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p>\n<p><b>S</b><b><b>tocks</b></b><b>&nbsp;to buy</b></p>\n<p>Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p>\n<p>Morningstar cites Bath &amp; Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p>\n<p>As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p>\n<p>Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p>\n<p>The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p>\n<p>Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p>\n<p>Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation&nbsp;goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p>\n<p>While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p>\n<p>“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p>\n<p>Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p>\n<p>Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</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>6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor</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\">\n6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t...</p>\n\n<a href=\"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133780035","content_text":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.\n1. Sentiment has gotten bearish enough\nI regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.\nIt’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.\nPick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.\n2. Seasonality is in our favor\nThe worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.\n3. COVID is rolling over\nIt’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.\n4. A correction may have already happened\nSince the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.\nIn other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.\n5. There’s been strong household formation\nMillennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.\nWhat is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.\nThe upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.\n6. The consumer is scared, locked and loaded\nThere are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.\nThe bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.\nNow a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.\nAt the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.\nDon’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.\n“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”\nStocks to buy\nSince the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.\nMorningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.\nAs for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.\nEric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.\nThe core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.\nMarshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.\nMarshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.\nWhile many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.\n“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.\nHere, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.\nSharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.","news_type":1},"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823629895,"gmtCreate":1633619106494,"gmtModify":1633619109059,"author":{"id":"3578371160956810","authorId":"3578371160956810","name":"NadNad","avatar":"https://static.tigerbbs.com/5b9cb8b114a799d8c15172b886370b7e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371160956810","authorIdStr":"3578371160956810"},"themes":[],"htmlText":"👍🏻&nbsp;","listText":"👍🏻&nbsp;","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823629895","repostId":"2173944807","repostType":4,"isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829559270,"gmtCreate":1633528861691,"gmtModify":1633528862103,"author":{"id":"3578371160956810","authorId":"3578371160956810","name":"NadNad","avatar":"https://static.tigerbbs.com/5b9cb8b114a799d8c15172b886370b7e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578371160956810","authorIdStr":"3578371160956810"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829559270","repostId":"1168850593","repostType":4,"repost":{"id":"1168850593","kind":"news","pubTimestamp":1633526214,"share":"https://www.laohu8.com/m/news/1168850593?lang=&edition=full","pubTime":"2021-10-06 21:16","market":"us","language":"en","title":"Stocks Usually Gain in the Fourth Quarter. Why This One Is Off to a Bad Start.","url":"https://stock-news.laohu8.com/highlight/detail?id=1168850593","media":"Barron's","summary":"October marks the start of the fourth quarter, often a strong three months for the stock market. But","content":"<p>October marks the start of the fourth quarter, often a strong three months for the stock market. But this one is off to a shaky start—a warning that investors shouldn’t ignore about what the rest of the year might bring.</p>\n<p>The red flag isn’t a red herring: TheS&amp;P 500has risen for 79% of fourth quarters since 1950, according to strategists at commercial bank Truist. The average move was 4% in gains.</p>\n<p>But on Monday, the start of October’s first full trading weekthe S&amp;P 500 was selling off—like it did for much of September. The index ended the day down 1.3%.</p>\n<p>The reasons why are many, but let’s start with a little more history.</p>\n<p>After a bad September—the S&amp;P 500 was down 5% last month—a bad October usually follows. The index has gained in just 54% of Octobers.&nbsp;On average, a down September translates to an October loss of 0.4%, according to Bank of America.</p>\n<p>Then, there’s the hard reality that the market is due for a correction—a drop of 10% or more. Before last week, the S&amp;P 500 hadn’t closed more than 5% below its all-time closing highin a year.</p>\n<p>“I do not think we have seen the bottom yet in stocks,” writes Jay Pestrichelli, CEO of ZEGA Financial. “While September’s stock market declines were uncomfortable, they were far from a traditional 10% market correction.”</p>\n<p>Now consider the risks to economic and corporate fundamentals lurking in the background.</p>\n<p>Inflation isn’t going away. Higher material and labor costs—driven in part by supply shortages—aredenting profit marginsfor some companies. For the broader market, rising prices have increasedthe likelihood that the Federal Reserve will raise short-term interest rates next year.If the Fed does hike rates, the economy could grow more slowly, especially since inflation is already eating into economic demand.</p>\n<p>“Inflation really is picking up and they [the Fed] can’t just let inflation run rampant,” says David Miller co-founder and chief investment officer of Catalyst Capital Advisors. “Markets are generally concerned until there’s a clear picture about what the Fed’s actually going to do.”</p>\n<p>Lastly, beware of rising long-dated bond yields. Fed Chairman Jerome Powell has signaled that the central bank probably will begin “tapering,” or reducing its monthly bond buying before the end of the year.</p>\n<p>Less money moving into the bond market reduces bond prices and lifts their yields. That makes future profits less valuable. Already, the average forward one-year earnings multiple on the S&amp;P 500 is at 20 times, lower than the 22 times it had hit earlier in the year.</p>\n<p>So the takeaway? Let history be a guide—and let the dust settle on the fundamental risks.</p>","source":"lsy1610680873436","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 Usually Gain in the Fourth Quarter. Why This One Is Off to a Bad Start.</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 Usually Gain in the Fourth Quarter. Why This One Is Off to a Bad Start.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-06 21:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-outlook-fourth-quarter-51633380291?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>October marks the start of the fourth quarter, often a strong three months for the stock market. But this one is off to a shaky start—a warning that investors shouldn’t ignore about what the rest of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-outlook-fourth-quarter-51633380291?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stock-market-outlook-fourth-quarter-51633380291?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168850593","content_text":"October marks the start of the fourth quarter, often a strong three months for the stock market. But this one is off to a shaky start—a warning that investors shouldn’t ignore about what the rest of the year might bring.\nThe red flag isn’t a red herring: TheS&P 500has risen for 79% of fourth quarters since 1950, according to strategists at commercial bank Truist. The average move was 4% in gains.\nBut on Monday, the start of October’s first full trading weekthe S&P 500 was selling off—like it did for much of September. The index ended the day down 1.3%.\nThe reasons why are many, but let’s start with a little more history.\nAfter a bad September—the S&P 500 was down 5% last month—a bad October usually follows. The index has gained in just 54% of Octobers. On average, a down September translates to an October loss of 0.4%, according to Bank of America.\nThen, there’s the hard reality that the market is due for a correction—a drop of 10% or more. Before last week, the S&P 500 hadn’t closed more than 5% below its all-time closing highin a year.\n“I do not think we have seen the bottom yet in stocks,” writes Jay Pestrichelli, CEO of ZEGA Financial. “While September’s stock market declines were uncomfortable, they were far from a traditional 10% market correction.”\nNow consider the risks to economic and corporate fundamentals lurking in the background.\nInflation isn’t going away. Higher material and labor costs—driven in part by supply shortages—aredenting profit marginsfor some companies. For the broader market, rising prices have increasedthe likelihood that the Federal Reserve will raise short-term interest rates next year.If the Fed does hike rates, the economy could grow more slowly, especially since inflation is already eating into economic demand.\n“Inflation really is picking up and they [the Fed] can’t just let inflation run rampant,” says David Miller co-founder and chief investment officer of Catalyst Capital Advisors. “Markets are generally concerned until there’s a clear picture about what the Fed’s actually going to do.”\nLastly, beware of rising long-dated bond yields. Fed Chairman Jerome Powell has signaled that the central bank probably will begin “tapering,” or reducing its monthly bond buying before the end of the year.\nLess money moving into the bond market reduces bond prices and lifts their yields. That makes future profits less valuable. Already, the average forward one-year earnings multiple on the S&P 500 is at 20 times, lower than the 22 times it had hit earlier in the year.\nSo the takeaway? Let history be a guide—and let the dust settle on the fundamental risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}