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Philipchuah

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- PhilipchuahPhilipchuah
  ·2021-06-29
  Nice
  非常抱歉，此主贴已删除
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- PhilipchuahPhilipchuah
  ·2021-06-26
  Sad
  非常抱歉，此主贴已删除
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- PhilipchuahPhilipchuah
  ·2021-06-26
  Good
  Express rose more than 18% in morning trading
  (June 25) Express rose more than 18% in morning trading. Penny Stocks: Express, Inc. (EXPR) As Amer
  Express rose more than 18% in morning trading
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- PhilipchuahPhilipchuah
  ·2021-06-25
  Good
  Used Truck Prices Are Exploding On Feverish Demand And Lack Of Supply
  When it comes to the current state of used trucks, forget what Econ 101 teaches about supply and dem
  Used Truck Prices Are Exploding On Feverish Demand And Lack Of Supply
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- PhilipchuahPhilipchuah
  ·2021-06-25
  Nice
  The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer
  5 reasons the pandemic megatrend is over. One of the biggest investment stories of the COVID-19 pan
  The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer
  136 评论
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- PhilipchuahPhilipchuah
  ·2021-06-25
  Ok
  非常抱歉，此主贴已删除
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- PhilipchuahPhilipchuah
  ·2021-06-16
  Good
  非常抱歉，此主贴已删除
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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":1624632519,"share":"https://www.laohu8.com/m/news/1197793973?lang=&edition=full","pubTime":"2021-06-25 22:48","market":"us","language":"en","title":"Express rose more than 18% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1197793973","media":"Tiger Newspress","summary":"(June 25) Express rose more than 18% in morning trading.\n\nPenny Stocks: Express, Inc. (EXPR)\nAs Amer","content":"<p>(June 25)&nbsp;Express rose more than 18% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/d7d0a790fa6be577c503976999a1bcc4\" tg-width=\"705\" tg-height=\"532\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5acd907c2ddcda36de9b16d0c0553ae6\" tg-width=\"705\" tg-height=\"532\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Penny Stocks: Express, Inc. (EXPR)</b></p>\n<p>As Americans start going out more and many start returning to offices, they will spend more money on clothes. Additionally, those who enjoy shopping in stores will resume that hobby. As a result, Express, which sells on-trend apparel for men and women, should benefit from people updating their wardrobes.</p>\n<p>In conjunction with its Q1 results, Express CEO Tim Baxter saidthe company’s sales volumesexceeded 2019 levels in March and April. Additionally, the company’s e-commerce transactions soared 40% year-over-year (YOY) and net sales climbed 64% YOY.</p>\n<p>Impressively, Express hopes to raise its annual e-commerce revenue to $1 billion by 2024. This could be easier than it seems, as the company cut back on its promotional discounts in Q1 and plans to continue that tactic going forward.</p>\n<p>Expresshas made some appearanceson<b>Reddit’s</b><i>r/WallStreetBets</i>forum and could get a boost from retail investors who focus on social media.</p>\n<p>The shares have a tiny price-sales ratio of 0.22.</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>Express rose more than 18% in morning trading</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\">\nExpress rose more than 18% in morning trading\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\">2021-06-25 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 25)&nbsp;Express rose more than 18% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/d7d0a790fa6be577c503976999a1bcc4\" tg-width=\"705\" tg-height=\"532\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5acd907c2ddcda36de9b16d0c0553ae6\" tg-width=\"705\" tg-height=\"532\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Penny Stocks: Express, Inc. (EXPR)</b></p>\n<p>As Americans start going out more and many start returning to offices, they will spend more money on clothes. Additionally, those who enjoy shopping in stores will resume that hobby. As a result, Express, which sells on-trend apparel for men and women, should benefit from people updating their wardrobes.</p>\n<p>In conjunction with its Q1 results, Express CEO Tim Baxter saidthe company’s sales volumesexceeded 2019 levels in March and April. Additionally, the company’s e-commerce transactions soared 40% year-over-year (YOY) and net sales climbed 64% YOY.</p>\n<p>Impressively, Express hopes to raise its annual e-commerce revenue to $1 billion by 2024. This could be easier than it seems, as the company cut back on its promotional discounts in Q1 and plans to continue that tactic going forward.</p>\n<p>Expresshas made some appearanceson<b>Reddit’s</b><i>r/WallStreetBets</i>forum and could get a boost from retail investors who focus on social media.</p>\n<p>The shares have a tiny price-sales ratio of 0.22.</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":"1197793973","content_text":"(June 25) Express rose more than 18% in morning trading.\n\nPenny Stocks: Express, Inc. (EXPR)\nAs Americans start going out more and many start returning to offices, they will spend more money on clothes. Additionally, those who enjoy shopping in stores will resume that hobby. As a result, Express, which sells on-trend apparel for men and women, should benefit from people updating their wardrobes.\nIn conjunction with its Q1 results, Express CEO Tim Baxter saidthe company’s sales volumesexceeded 2019 levels in March and April. Additionally, the company’s e-commerce transactions soared 40% year-over-year (YOY) and net sales climbed 64% YOY.\nImpressively, Express hopes to raise its annual e-commerce revenue to $1 billion by 2024. This could be easier than it seems, as the company cut back on its promotional discounts in Q1 and plans to continue that tactic going forward.\nExpresshas made some appearancesonReddit’sr/WallStreetBetsforum and could get a boost from retail investors who focus on social media.\nThe shares have a tiny price-sales ratio of 0.22.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126688287,"gmtCreate":1624560929649,"gmtModify":1634004367660,"author":{"id":"3581602998288397","authorId":"3581602998288397","name":"Philipchuah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581602998288397","authorIdStr":"3581602998288397"},"themes":[],"htmlText":"&nbsp;Good","listText":"&nbsp;Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126688287","repostId":"1151862709","repostType":4,"repost":{"id":"1151862709","kind":"news","pubTimestamp":1624547636,"share":"https://www.laohu8.com/m/news/1151862709?lang=&edition=full","pubTime":"2021-06-24 23:13","market":"us","language":"en","title":"Used Truck Prices Are Exploding On Feverish Demand And Lack Of Supply","url":"https://stock-news.laohu8.com/highlight/detail?id=1151862709","media":"zerohedge","summary":"When it comes to the current state of used trucks, forget what Econ 101 teaches about supply and dem","content":"<p>When it comes to the current state of used trucks, forget what Econ 101 teaches about supply and demand. Rather than one impacting the other, both are driving used truck prices to a post-Great Recession peak.</p>\n<blockquote>\n <b>“On the supply side, ongoing new truck production constraints are causing many buyers to look for low-mileage used trucks as a substitute,”</b>Chris Visser, J.D. Power Valuation Services commercial vehicles senior analyst and product manager, told FreightWaves.“\n</blockquote>\n<blockquote>\n On the \n <b>demand</b>side, the \n <b>freight markets are still red-hot,</b>encouraging truckers to upgrade to newer iron.”\n</blockquote>\n<p>Preliminary used Class 8 truck volumes by the same dealers dropped 14% in May compared to April. But they were 46% higher in May than the pandemic-influenced month a year earlier, according to ACT Research.</p>\n<p>“U.S. GDP is forecast to hit nearly 7% in 2021, freight volumes are through the roof, and freight rates are just now starting to pull back from record highs,” ACT Vice President Steve Tam said.</p>\n<p><u><b>Struggling to keep up</b></u></p>\n<p>New truck production, beset by shortages of microchips that power critical vehicle functions, and through-the-roof commodity prices, is only beginning to recover but manufacturers are having difficulties hiring enough workers.</p>\n<p>“It is in the context of this strong market that new truck production is struggling to keep up with strong demand and limiting the used truck market from realizing its full potential,” Tam said. “By all indications, demand continues to outpace supply, and for that reason, it should come as no surprise that truck prices continue to increase.”</p>\n<p><u><b>Appreciation across the board</b></u></p>\n<p>J.D. Power reported that trucks in most segments appreciated in May with Class 8 auction pricing up 11.9% over April. Retail pricing was up 7.1% month over month.</p>\n<p><img src=\"https://static.tigerbbs.com/18f3c7b9d3f32cfca89702e93de6811a\" tg-width=\"500\" tg-height=\"166\" referrerpolicy=\"no-referrer\"></p>\n<p>The newest available sleeper tractors are bringing pricing at or above the highest peak months in the post-Great Recession period, Visser said.</p>\n<blockquote>\n <i>“We expect late-model pricing in June to clearly surpass the highest months in the post-Great Recession period.”</i>&nbsp;- Chris Visser, J.D. Power Valuation Services commercial vehicles senior analyst and product manager\n</blockquote>\n<p>The average sleeper tractor retailed in May was 71 months old, had 416,232 miles and brought $63,518. Compared to May 2020, this average sleeper was four months older, had 45,606, or 9.9% fewer miles, and brought $23,285 or 57.9% more money.</p>\n<p>All used Class 8 sleepers from 2016 to 2020 model years commanded higher prices in May. Model year 2020 led the way with a 9.6% higher price than in April.</p>\n<p><u><b>Highest prices since Great Recession</b></u></p>\n<p>“We expect late-model pricing in June to clearly surpass the highest months in the post-Great Recession period,” Visser said. “In times like this it’s easier to justify the expense of a newer truck if it means better reliability and fuel economy and possibly a warranty.”</p>\n<p>Retail traffic pulled back as inventory was hard to come by. Dealers sold an average of 5.2 trucks per store in May, 0.4 fewer than in April. Year over year, the first five months of 2021 generated 1.6 more truck sales per dealership than during the same period of 2020.</p>\n<p>“We expect traffic to remain relatively solid in the summer,” Visser said.</p>\n<p>Looking ahead, he said, most trucks should see mild-to-moderate retail appreciation into the third quarter before moving lower later in the year as the supply chain rebalances and trucks become more available.</p>\n<p>Scant availability typical for a cyclical lower period for trade-ins is causing moderate swings in average monthly prices of Power’s benchmark group of 4- to 6-year-old trucks.</p>\n<p>“We have not seen any letup in actual pricing since the run-up began last year,” Visser said. “Compared to the first five months of 2020, this group is running 80.3% ahead. It’s no surprise that 2021 would perform much better than 2020, but our benchmark group is also bringing by far the highest pricing in the six years we’ve been tracking it.”</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>Used Truck Prices Are Exploding On Feverish Demand And Lack Of Supply</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\">\nUsed Truck Prices Are Exploding On Feverish Demand And Lack Of Supply\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 23:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/used-truck-prices-are-exploding-feverish-demand-and-lack-supply><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When it comes to the current state of used trucks, forget what Econ 101 teaches about supply and demand. Rather than one impacting the other, both are driving used truck prices to a post-Great ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/used-truck-prices-are-exploding-feverish-demand-and-lack-supply\">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","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/used-truck-prices-are-exploding-feverish-demand-and-lack-supply","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151862709","content_text":"When it comes to the current state of used trucks, forget what Econ 101 teaches about supply and demand. Rather than one impacting the other, both are driving used truck prices to a post-Great Recession peak.\n\n“On the supply side, ongoing new truck production constraints are causing many buyers to look for low-mileage used trucks as a substitute,”Chris Visser, J.D. Power Valuation Services commercial vehicles senior analyst and product manager, told FreightWaves.“\n\n\n On the \n demandside, the \n freight markets are still red-hot,encouraging truckers to upgrade to newer iron.”\n\nPreliminary used Class 8 truck volumes by the same dealers dropped 14% in May compared to April. But they were 46% higher in May than the pandemic-influenced month a year earlier, according to ACT Research.\n“U.S. GDP is forecast to hit nearly 7% in 2021, freight volumes are through the roof, and freight rates are just now starting to pull back from record highs,” ACT Vice President Steve Tam said.\nStruggling to keep up\nNew truck production, beset by shortages of microchips that power critical vehicle functions, and through-the-roof commodity prices, is only beginning to recover but manufacturers are having difficulties hiring enough workers.\n“It is in the context of this strong market that new truck production is struggling to keep up with strong demand and limiting the used truck market from realizing its full potential,” Tam said. “By all indications, demand continues to outpace supply, and for that reason, it should come as no surprise that truck prices continue to increase.”\nAppreciation across the board\nJ.D. Power reported that trucks in most segments appreciated in May with Class 8 auction pricing up 11.9% over April. Retail pricing was up 7.1% month over month.\n\nThe newest available sleeper tractors are bringing pricing at or above the highest peak months in the post-Great Recession period, Visser said.\n\n“We expect late-model pricing in June to clearly surpass the highest months in the post-Great Recession period.” - Chris Visser, J.D. Power Valuation Services commercial vehicles senior analyst and product manager\n\nThe average sleeper tractor retailed in May was 71 months old, had 416,232 miles and brought $63,518. Compared to May 2020, this average sleeper was four months older, had 45,606, or 9.9% fewer miles, and brought $23,285 or 57.9% more money.\nAll used Class 8 sleepers from 2016 to 2020 model years commanded higher prices in May. Model year 2020 led the way with a 9.6% higher price than in April.\nHighest prices since Great Recession\n“We expect late-model pricing in June to clearly surpass the highest months in the post-Great Recession period,” Visser said. “In times like this it’s easier to justify the expense of a newer truck if it means better reliability and fuel economy and possibly a warranty.”\nRetail traffic pulled back as inventory was hard to come by. Dealers sold an average of 5.2 trucks per store in May, 0.4 fewer than in April. Year over year, the first five months of 2021 generated 1.6 more truck sales per dealership than during the same period of 2020.\n“We expect traffic to remain relatively solid in the summer,” Visser said.\nLooking ahead, he said, most trucks should see mild-to-moderate retail appreciation into the third quarter before moving lower later in the year as the supply chain rebalances and trucks become more available.\nScant availability typical for a cyclical lower period for trade-ins is causing moderate swings in average monthly prices of Power’s benchmark group of 4- to 6-year-old trucks.\n“We have not seen any letup in actual pricing since the run-up began last year,” Visser said. “Compared to the first five months of 2020, this group is running 80.3% ahead. It’s no surprise that 2021 would perform much better than 2020, but our benchmark group is also bringing by far the highest pricing in the six years we’ve been tracking it.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126688819,"gmtCreate":1624560916031,"gmtModify":1634004367783,"author":{"id":"3581602998288397","authorId":"3581602998288397","name":"Philipchuah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581602998288397","authorIdStr":"3581602998288397"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126688819","repostId":"1187819280","repostType":4,"repost":{"id":"1187819280","kind":"news","pubTimestamp":1624529642,"share":"https://www.laohu8.com/m/news/1187819280?lang=&edition=full","pubTime":"2021-06-24 18:14","market":"us","language":"en","title":"The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer","url":"https://stock-news.laohu8.com/highlight/detail?id=1187819280","media":"MarketWatch","summary":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pan","content":"<blockquote>\n <b>5 reasons the pandemic megatrend is over.</b>\n</blockquote>\n<p>One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p>\n<p>Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p>\n<p>Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p>\n<p>And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p>\n<p>While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p>\n<p><b>Here are five big reasons why:</b></p>\n<p><b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p>\n<p>Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p>\n<p>Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p>\n<p>The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p>\n<p><b>2.&nbsp;Valuations are stretched</b></p>\n<p>Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p>\n<p>Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p>\n<p>What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p>\n<p><b>3.&nbsp;Delays and shortages</b></p>\n<p>Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p>\n<p>Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p>\n<p>Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p>\n<p><b>4.&nbsp;Inflationary pressures</b></p>\n<p>For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p>\n<p>The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p>\n<p>Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p>\n<p><b>5.&nbsp;Home-equity hubris</b></p>\n<p>Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p>\n<p>Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p>\n<p>But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p>\n<p>Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</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>The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187819280","content_text":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.\nTake the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.\nLately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&P 500 SPX, -0.11% has tacked on about 6% in the same period.\nAnd some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.\nWhile some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.\nHere are five big reasons why:\n1. The upgrade cycle is over\nLast summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.\nConsider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.\nThe same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.\n2. Valuations are stretched\nSpeaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.\nTake TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.\nWhat’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.\n3. Delays and shortages\nFuture growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.\nHome improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.\nEven if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.\n4. Inflationary pressures\nFor the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.\nThe cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.\nInflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.\n5. Home-equity hubris\nSpeaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.\nSome of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.\nBut here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.\nAnyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126681660,"gmtCreate":1624560660250,"gmtModify":1634004368358,"author":{"id":"3581602998288397","authorId":"3581602998288397","name":"Philipchuah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581602998288397","authorIdStr":"3581602998288397"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126681660","repostId":"1198422658","repostType":4,"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169883998,"gmtCreate":1623827419714,"gmtModify":1634027477149,"author":{"id":"3581602998288397","authorId":"3581602998288397","name":"Philipchuah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581602998288397","authorIdStr":"3581602998288397"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169883998","repostId":"2143762347","repostType":4,"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}