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kxie
kxie
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2021-08-26
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2021-08-20
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kxie
kxie
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2021-08-18
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kxie
kxie
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2021-08-15
[强]
These 10 Standout Stocks Could Be the Next Amazon
One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo
These 10 Standout Stocks Could Be the Next Amazon
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kxie
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2021-08-06
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kxie
kxie
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2021-08-05
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kxie
kxie
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2021-08-04
Like!
Toplines Before US Market Open on Wednesday
(Update: August 4, 2021 at 8:28 a.m. ET) (Aug 4) Stock futures arewobblingafter the S&P 500 hit its
Toplines Before US Market Open on Wednesday
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2021-07-31
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2021-07-30
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2021-07-29
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","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/830912689","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://www.laohu8.com/m/news/1127633167?lang=&edition=full","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p>\n<p>The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p>\n<p>Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p>\n<p>Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p>\n<p>Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p>\n<p><i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p>\n<p>Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p>\n<table>\n <thead>\n <tr>\n <th>Company / Ticker</th>\n <th>Recent Price</th>\n <th>YTD Change</th>\n <th>2021E P/E</th>\n <th>2021E Price/Sales</th>\n <th>2022E P/E</th>\n <th>2022E Price/Sales</th>\n <th>LT Growth Rate*</th>\n <th>Market Value (bil)</th>\n <th>Comment</th>\n </tr>\n </thead>\n <tbody>\n <tr>\n <td>Amedysis / AMED</td>\n <td>$185.15</td>\n <td>-37%</td>\n <td>30.2</td>\n <td>2.7</td>\n <td>27.7</td>\n <td>2.4</td>\n <td>10.5%</td>\n <td>$6.3</td>\n <td>Leader in home health care</td>\n </tr>\n <tr>\n <td>Amyris / AMRS</td>\n <td>13.64</td>\n <td>121</td>\n <td>NM</td>\n <td>10.4</td>\n <td>NM</td>\n <td>9.7</td>\n <td>NA</td>\n <td>4.1</td>\n <td>Leading company in synthetic biology</td>\n </tr>\n <tr>\n <td>Booz Allen Hamilton Holding / BAH</td>\n <td>81.73</td>\n <td>-6</td>\n <td>19.4</td>\n <td>1.3</td>\n <td>17.7</td>\n <td>1.2</td>\n <td>8.6</td>\n <td>11.0</td>\n <td>Defense-department consultant</td>\n </tr>\n <tr>\n <td>J.B. Hunt Transport Services / JBHT</td>\n <td>172.76</td>\n <td>26</td>\n <td>25.8</td>\n <td>1.5</td>\n <td>22.2</td>\n <td>1.4</td>\n <td>18.4</td>\n <td>18.2</td>\n <td>Strong in intermodal freight</td>\n </tr>\n <tr>\n <td>Marriott Vacations Worldwide / VAC</td>\n <td>147.15</td>\n <td>7</td>\n <td>40.9</td>\n <td>1.6</td>\n <td>15.7</td>\n <td>1.4</td>\n <td>NA</td>\n <td>6.3</td>\n <td>Top company in vacation timeshares</td>\n </tr>\n <tr>\n <td>SiteOne Landscape Supply / SITE</td>\n <td>197.10</td>\n <td>24</td>\n <td>45.7</td>\n <td>2.6</td>\n <td>43.5</td>\n <td>2.5</td>\n <td>19.3</td>\n <td>8.8</td>\n <td>Big supplier of landscaping supplies</td>\n </tr>\n <tr>\n <td>Staar Surgical / STAA</td>\n <td>138.19</td>\n <td>74</td>\n <td>192.3</td>\n <td>28.6</td>\n <td>140.8</td>\n <td>22.5</td>\n <td>30.0</td>\n <td>6.6</td>\n <td>Maker of implantable lens for myopia</td>\n </tr>\n <tr>\n <td>Stitch Fix / SFIX</td>\n <td>44.38</td>\n <td>-24</td>\n <td>NM</td>\n <td>1.9</td>\n <td>1890.3</td>\n <td>1.7</td>\n <td>30.0</td>\n <td>4.8</td>\n <td>Data-driven subscription clothing firm</td>\n </tr>\n <tr>\n <td>Trex / TREX</td>\n <td>105.94</td>\n <td>27</td>\n <td>51.9</td>\n <td>10.5</td>\n <td>43.6</td>\n <td>9.3</td>\n <td>18.8</td>\n <td>12.2</td>\n <td>Top maker of synthetic wood decking</td>\n </tr>\n <tr>\n <td>Upwork / UPWK</td>\n <td>44.31</td>\n <td>28</td>\n <td>NM</td>\n <td>11.4</td>\n <td>556.8</td>\n <td>9.2</td>\n <td>NA</td>\n <td>5.7</td>\n <td>Online clearinghouse for free-lancers</td>\n </tr>\n </tbody>\n</table>\n<p>E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p>\n<p>Source: FactSet</p>\n<p>Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p>\n<p>“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p>\n<p>Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p>\n<p>Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p>\n<p>Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p>\n<p><i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p>\n<p>“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p>\n<p>Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p>\n<p>“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p>\n<p>J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p>\n<p>J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p>\n<p>Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p>\n<p>Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p>\n<p>“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p>\n<p>The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p>\n<p>SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p>\n<p></p>\n<p>“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p>\n<p>The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p>\n<p>Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p>\n<p>“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p>\n<p>Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p>\n<p>At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p>\n<p>Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p>\n<p>“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p>\n<p>Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p>\n<p>Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p>\n<p>Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p>\n<p>T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p>\n<p>Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p>\n<p>The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p>\n<p>The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p>\n<p>“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p>","source":"lsy1601382232898","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>These 10 Standout Stocks Could Be the Next Amazon</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\">\nThese 10 Standout Stocks Could Be the Next Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 11:22 GMT+8 <a href=https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TREX":"Trex Co Inc","STAA":"STAAR Surgical Company","JBHT":"JB Hunt运输服务","UPWK":"Upwork Inc.","SFIX":"Stitch Fix Inc.","AMED":"阿米斯医疗","SITE":"SiteOne Landscape Supply, Inc.","BAH":"博思艾伦咨询公司","VAC":"万豪度假环球","AMRS":"阿米瑞斯"},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893967190,"gmtCreate":1628230681310,"gmtModify":1631889405996,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/893967190","repostId":"1100451585","repostType":4,"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899918573,"gmtCreate":1628151090692,"gmtModify":1631889406007,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"htmlText":"[得意] ","listText":"[得意] ","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899918573","repostId":"1147878593","repostType":4,"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890385084,"gmtCreate":1628083790948,"gmtModify":1631889406022,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"htmlText":"Like! ","listText":"Like! ","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890385084","repostId":"1163400390","repostType":4,"repost":{"id":"1163400390","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628077338,"share":"https://www.laohu8.com/m/news/1163400390?lang=&edition=full","pubTime":"2021-08-04 19:42","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1163400390","media":"Tiger Newspress","summary":"(Update: August 4, 2021 at 8:28 a.m. ET)\n(Aug 4) Stock futures arewobblingafter the S&P 500 hit its ","content":"<p><i>(Update: August 4, 2021 at 8:28 a.m. ET)</i></p>\n<p>(Aug 4) Stock futures arewobblingafter the S&P 500 hit its 42nd record close of the year, as investors weighstrong corporate earningsagainst the potentialthreat of the Delta variantof Covid-19.</p>\n<p>At 08:28 a.m. ET, Dow E-minis were down 76 points, or 0.22%, S&P 500 E-minis fell 7 points, or 0.16% and Nasdaq 100 E-minis slid 9 points, or 0.06% .</p>\n<p><img src=\"https://static.tigerbbs.com/11f1103ecd5b5a67bec56afafdc8276f\" tg-width=\"1242\" tg-height=\"500\" width=\"100%\" height=\"auto\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b>1) General Motors(GM)</b> – General Motors missed the consensus estimate of $2.23 per share with an adjusted second-quarter profit of $1.97 per share, though revenue did top Wall Street forecasts. GM did raise its forecast for the remainder of the year, based on strong demand and pricing. GM initially fell 3% in the premarket but then bounced back to recover most of that loss.</p>\n<p><b>2) CVS Health(CVS)</b> – CVS earned an adjusted $2.42 per share for the second quarter, beating the $2.06 consensus estimate, with revenue beating forecasts as well. The drug store and pharmacy benefits company also saw same-store sales rise a better than expected 12.3%. Separately, CVS also announced it was raising its minimum wage for employees to $15 per hour.</p>\n<p><b>3) Kraft Heinz(KHC) </b>– Kraft Heinz beat estimates by 6 cents with adjusted quarterly earnings of 78 cents per share, while the food producer’s revenue also exceeded estimates. Demand continued to be strong during the quarter for the company’s snacks and packaged meals.</p>\n<p><b>4) Tupperware(TUP) </b>– Tupperware shares jumped 2.5% in the premarket, after beating on the top and bottom lines for the second quarter. The maker of household storage products earned an adjusted 95 cents per share, well above the 57 cent consensus estimate.</p>\n<p><b>5) Robinhood(HOOD)</b> – The trading platform’s stock soared 13.1% in premarket trading, on top of a 24.2% gain in Tuesday trading, when it rose above its $38 per share IPO price for the first time since going public last Thursday. It was also among yesterday’s most heavily traded stocks.</p>\n<p><b>6) Activision Blizzard(ATVI)</b> – Activision Blizzard beat estimates by 15 cents with adjusted quarterly earnings of 91 cents per share and the videogame producer’s revenue was slightly above Wall Street forecasts. It also gave an upbeat forecast, anticipating continued strong demand for popular franchises like “Candy Crush” and “Call of Duty”. Shares rallied 5.6% in premarket trading.</p>\n<p><b>7) Amgen(AMGN) </b>– Amgen earned an adjusted $4.38 per share for its latest quarter, compared with a consensus estimate of $4.09. The biotech giant’s revenue topped analyst estimates as well, although it said visits and procedures remain below pre-pandemic levels. Amgen also said it is in a dispute with the IRS, fighting a claim that it owes $3.6 billion in back taxes.</p>\n<p><b>8) Lyft(LYFT) </b>– Lyft reported an adjusted quarterly loss of 5 cents per share, smaller than the 24 cent loss predicted by analysts, with the ride-hailing service coming in with better-than-expected revenue. Lyft saw strong ride-hailing demand and did reach profitability as measured by earnings before interest, taxes, depreciation and amortization (EBITDA).</p>\n<p><b>9) Match Group(MTCH)</b> – Match Group fell 6 cents shy of estimates with quarterly earnings of 46 cents per share, although the operator of Tinder and other dating services did see revenue exceed forecasts. Revenue growth for Tinder is accelerating as vaccination rates rise, but Match said recovery is lagging in some important overseas markets. Shares fell 4% in premarket trading.</p>\n<p><b>10) Caesars Entertainment(CZR) </b>– Caesars earned 34 cents per share for its latest quarter, surprising analysts who had expected a loss of 18 cents per share. The casino operator’s revenue exceeded estimates as well, thanks to a strong rebound in the Las Vegas market. Caesars added 2% in premarket action.</p>\n<p><b>11) Affirm Holdings(AFRM)</b> – Affirm added another 2.4% in the premarket, after jumping 3% yesterday. The payment service’s shares are getting a boost from a Bloomberg report that it will partner withApple(AAPL) to offer “buy now, pay later” services for Canadian purchases of Apple devices.</p>\n<p><b>12) Avis Budget(CAR) </b>– Avis Budget rose 1.9% in premarket trading after reporting what it called the best quarter in its history, with surging demand and higher rental prices leading to a tripling in sales. Adjusted earnings per share came to $5.90, compared to a consensus estimate of $1.21.</p>\n<p><b>13) Live Nation(LYV) </b>– Live Nation said sales for its latest quarter surged nearly eight-fold, as live events returned amid an increase in vaccinations. The live event promoter said concerts and other events were selling out quickly, and at ticket prices that were 10% above pre-pandemic levels. Live Nation gained 2.3% in the premarket.</p>\n<p>In FX, the euro dipped after a European Central Bank policy maker said the central bank won’t rush a decision on stimulus. The Bloomberg Dollar Index held little changed and most Group- of-10 currencies traded in narrow ranges. The pound rose for a second day, with some investors expecting the Bank of England to take a hawkish turn on Thursday; the euro slipped to a session low of 1.1842 before trimming losses. New Zealand’s dollar rose against all its G-10 peers as traders boosted bets for interest- rate hikes after the nation’s jobs data beat economists’ estimates. The kiwi was also bolstered by fund-related purchases against the Australian dollar, traders said. The Australian dollar bounced off a session low after a gauge of China’s services activity topped analysts’ estimates. The safe haven Swiss franc and Japanese yen led losses on concern the spread of the delta variant could derail global growth.</p>\n<p>In rates, treasury yields suddenly slumped to session lows of 1.1555% after trading steady for much of the overnight session as market awaits latest quarterly refunding announcement at 8:30am ET. Price action calm over Asia, early European session has seen yields trade in a narrow range. ISM services and ADP employment data also due Wednesday, which may provide some insight ahead of Friday payrolls. No Treasury supply this week, although quarterly refunding announcement at 8:30am ET will draw focus as officials may provide details about the timing of reducing auction sizes. Euro zone government bond yields hovered near recent lows, with the German 10-year yield at -0.489%, little moved by July euro zone purchasing managers index survey data that came in slightly worse than expected.</p>\n<p>In commodities, Brent futures gave up early gains to last trade 0.2% lower at $72.30 a barrel, while U.S. crude was down 0.4% at $70.26 a barrel. Spot gold was up 0.2% at $1,812.9 an ounce.</p>\n<p>Looking at the day ahead, expected data include ADP employment change for July as well as the ISM services index. Key U.S. jobs data this week could stoke market swings if they lead investors to adjust expectations over the Federal Reserve’s likely timeline for eventually tapering stimulus. Fed Vice Chair Richard Clarida is due to speak about monetary policy Wednesday. “Today’s employment figures could rapidly change the market mood,” said Swissquote analyst Ipek Ozkardeskaya. “A strong read should accelerate the thinking that the Fed will get to the tapering stage quicker than otherwise. That could apply a certain pressure on the U.S. stocks.” Separately the Central Bank of Brazil will release its latest monetary policy decision and then Federal Reserve Vice Chair Clarida speaks. Finally, earnings releases today include CVS Health, Booking Holdings, General Motors, Uber, and Toyota.</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>Toplines Before US Market Open on Wednesday</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\">\nToplines Before US Market Open on Wednesday\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\">2021-08-04 19:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><i>(Update: August 4, 2021 at 8:28 a.m. ET)</i></p>\n<p>(Aug 4) Stock futures arewobblingafter the S&P 500 hit its 42nd record close of the year, as investors weighstrong corporate earningsagainst the potentialthreat of the Delta variantof Covid-19.</p>\n<p>At 08:28 a.m. ET, Dow E-minis were down 76 points, or 0.22%, S&P 500 E-minis fell 7 points, or 0.16% and Nasdaq 100 E-minis slid 9 points, or 0.06% .</p>\n<p><img src=\"https://static.tigerbbs.com/11f1103ecd5b5a67bec56afafdc8276f\" tg-width=\"1242\" tg-height=\"500\" width=\"100%\" height=\"auto\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b>1) General Motors(GM)</b> – General Motors missed the consensus estimate of $2.23 per share with an adjusted second-quarter profit of $1.97 per share, though revenue did top Wall Street forecasts. GM did raise its forecast for the remainder of the year, based on strong demand and pricing. GM initially fell 3% in the premarket but then bounced back to recover most of that loss.</p>\n<p><b>2) CVS Health(CVS)</b> – CVS earned an adjusted $2.42 per share for the second quarter, beating the $2.06 consensus estimate, with revenue beating forecasts as well. The drug store and pharmacy benefits company also saw same-store sales rise a better than expected 12.3%. Separately, CVS also announced it was raising its minimum wage for employees to $15 per hour.</p>\n<p><b>3) Kraft Heinz(KHC) </b>– Kraft Heinz beat estimates by 6 cents with adjusted quarterly earnings of 78 cents per share, while the food producer’s revenue also exceeded estimates. Demand continued to be strong during the quarter for the company’s snacks and packaged meals.</p>\n<p><b>4) Tupperware(TUP) </b>– Tupperware shares jumped 2.5% in the premarket, after beating on the top and bottom lines for the second quarter. The maker of household storage products earned an adjusted 95 cents per share, well above the 57 cent consensus estimate.</p>\n<p><b>5) Robinhood(HOOD)</b> – The trading platform’s stock soared 13.1% in premarket trading, on top of a 24.2% gain in Tuesday trading, when it rose above its $38 per share IPO price for the first time since going public last Thursday. It was also among yesterday’s most heavily traded stocks.</p>\n<p><b>6) Activision Blizzard(ATVI)</b> – Activision Blizzard beat estimates by 15 cents with adjusted quarterly earnings of 91 cents per share and the videogame producer’s revenue was slightly above Wall Street forecasts. It also gave an upbeat forecast, anticipating continued strong demand for popular franchises like “Candy Crush” and “Call of Duty”. Shares rallied 5.6% in premarket trading.</p>\n<p><b>7) Amgen(AMGN) </b>– Amgen earned an adjusted $4.38 per share for its latest quarter, compared with a consensus estimate of $4.09. The biotech giant’s revenue topped analyst estimates as well, although it said visits and procedures remain below pre-pandemic levels. Amgen also said it is in a dispute with the IRS, fighting a claim that it owes $3.6 billion in back taxes.</p>\n<p><b>8) Lyft(LYFT) </b>– Lyft reported an adjusted quarterly loss of 5 cents per share, smaller than the 24 cent loss predicted by analysts, with the ride-hailing service coming in with better-than-expected revenue. Lyft saw strong ride-hailing demand and did reach profitability as measured by earnings before interest, taxes, depreciation and amortization (EBITDA).</p>\n<p><b>9) Match Group(MTCH)</b> – Match Group fell 6 cents shy of estimates with quarterly earnings of 46 cents per share, although the operator of Tinder and other dating services did see revenue exceed forecasts. Revenue growth for Tinder is accelerating as vaccination rates rise, but Match said recovery is lagging in some important overseas markets. Shares fell 4% in premarket trading.</p>\n<p><b>10) Caesars Entertainment(CZR) </b>– Caesars earned 34 cents per share for its latest quarter, surprising analysts who had expected a loss of 18 cents per share. The casino operator’s revenue exceeded estimates as well, thanks to a strong rebound in the Las Vegas market. Caesars added 2% in premarket action.</p>\n<p><b>11) Affirm Holdings(AFRM)</b> – Affirm added another 2.4% in the premarket, after jumping 3% yesterday. The payment service’s shares are getting a boost from a Bloomberg report that it will partner withApple(AAPL) to offer “buy now, pay later” services for Canadian purchases of Apple devices.</p>\n<p><b>12) Avis Budget(CAR) </b>– Avis Budget rose 1.9% in premarket trading after reporting what it called the best quarter in its history, with surging demand and higher rental prices leading to a tripling in sales. Adjusted earnings per share came to $5.90, compared to a consensus estimate of $1.21.</p>\n<p><b>13) Live Nation(LYV) </b>– Live Nation said sales for its latest quarter surged nearly eight-fold, as live events returned amid an increase in vaccinations. The live event promoter said concerts and other events were selling out quickly, and at ticket prices that were 10% above pre-pandemic levels. Live Nation gained 2.3% in the premarket.</p>\n<p>In FX, the euro dipped after a European Central Bank policy maker said the central bank won’t rush a decision on stimulus. The Bloomberg Dollar Index held little changed and most Group- of-10 currencies traded in narrow ranges. The pound rose for a second day, with some investors expecting the Bank of England to take a hawkish turn on Thursday; the euro slipped to a session low of 1.1842 before trimming losses. New Zealand’s dollar rose against all its G-10 peers as traders boosted bets for interest- rate hikes after the nation’s jobs data beat economists’ estimates. The kiwi was also bolstered by fund-related purchases against the Australian dollar, traders said. The Australian dollar bounced off a session low after a gauge of China’s services activity topped analysts’ estimates. The safe haven Swiss franc and Japanese yen led losses on concern the spread of the delta variant could derail global growth.</p>\n<p>In rates, treasury yields suddenly slumped to session lows of 1.1555% after trading steady for much of the overnight session as market awaits latest quarterly refunding announcement at 8:30am ET. Price action calm over Asia, early European session has seen yields trade in a narrow range. ISM services and ADP employment data also due Wednesday, which may provide some insight ahead of Friday payrolls. No Treasury supply this week, although quarterly refunding announcement at 8:30am ET will draw focus as officials may provide details about the timing of reducing auction sizes. Euro zone government bond yields hovered near recent lows, with the German 10-year yield at -0.489%, little moved by July euro zone purchasing managers index survey data that came in slightly worse than expected.</p>\n<p>In commodities, Brent futures gave up early gains to last trade 0.2% lower at $72.30 a barrel, while U.S. crude was down 0.4% at $70.26 a barrel. Spot gold was up 0.2% at $1,812.9 an ounce.</p>\n<p>Looking at the day ahead, expected data include ADP employment change for July as well as the ISM services index. Key U.S. jobs data this week could stoke market swings if they lead investors to adjust expectations over the Federal Reserve’s likely timeline for eventually tapering stimulus. Fed Vice Chair Richard Clarida is due to speak about monetary policy Wednesday. “Today’s employment figures could rapidly change the market mood,” said Swissquote analyst Ipek Ozkardeskaya. “A strong read should accelerate the thinking that the Fed will get to the tapering stage quicker than otherwise. That could apply a certain pressure on the U.S. stocks.” Separately the Central Bank of Brazil will release its latest monetary policy decision and then Federal Reserve Vice Chair Clarida speaks. Finally, earnings releases today include CVS Health, Booking Holdings, General Motors, Uber, and Toyota.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163400390","content_text":"(Update: August 4, 2021 at 8:28 a.m. ET)\n(Aug 4) Stock futures arewobblingafter the S&P 500 hit its 42nd record close of the year, as investors weighstrong corporate earningsagainst the potentialthreat of the Delta variantof Covid-19.\nAt 08:28 a.m. ET, Dow E-minis were down 76 points, or 0.22%, S&P 500 E-minis fell 7 points, or 0.16% and Nasdaq 100 E-minis slid 9 points, or 0.06% .\n\nStocks making the biggest moves premarket:\n1) General Motors(GM) – General Motors missed the consensus estimate of $2.23 per share with an adjusted second-quarter profit of $1.97 per share, though revenue did top Wall Street forecasts. GM did raise its forecast for the remainder of the year, based on strong demand and pricing. GM initially fell 3% in the premarket but then bounced back to recover most of that loss.\n2) CVS Health(CVS) – CVS earned an adjusted $2.42 per share for the second quarter, beating the $2.06 consensus estimate, with revenue beating forecasts as well. The drug store and pharmacy benefits company also saw same-store sales rise a better than expected 12.3%. Separately, CVS also announced it was raising its minimum wage for employees to $15 per hour.\n3) Kraft Heinz(KHC) – Kraft Heinz beat estimates by 6 cents with adjusted quarterly earnings of 78 cents per share, while the food producer’s revenue also exceeded estimates. Demand continued to be strong during the quarter for the company’s snacks and packaged meals.\n4) Tupperware(TUP) – Tupperware shares jumped 2.5% in the premarket, after beating on the top and bottom lines for the second quarter. The maker of household storage products earned an adjusted 95 cents per share, well above the 57 cent consensus estimate.\n5) Robinhood(HOOD) – The trading platform’s stock soared 13.1% in premarket trading, on top of a 24.2% gain in Tuesday trading, when it rose above its $38 per share IPO price for the first time since going public last Thursday. It was also among yesterday’s most heavily traded stocks.\n6) Activision Blizzard(ATVI) – Activision Blizzard beat estimates by 15 cents with adjusted quarterly earnings of 91 cents per share and the videogame producer’s revenue was slightly above Wall Street forecasts. It also gave an upbeat forecast, anticipating continued strong demand for popular franchises like “Candy Crush” and “Call of Duty”. Shares rallied 5.6% in premarket trading.\n7) Amgen(AMGN) – Amgen earned an adjusted $4.38 per share for its latest quarter, compared with a consensus estimate of $4.09. The biotech giant’s revenue topped analyst estimates as well, although it said visits and procedures remain below pre-pandemic levels. Amgen also said it is in a dispute with the IRS, fighting a claim that it owes $3.6 billion in back taxes.\n8) Lyft(LYFT) – Lyft reported an adjusted quarterly loss of 5 cents per share, smaller than the 24 cent loss predicted by analysts, with the ride-hailing service coming in with better-than-expected revenue. Lyft saw strong ride-hailing demand and did reach profitability as measured by earnings before interest, taxes, depreciation and amortization (EBITDA).\n9) Match Group(MTCH) – Match Group fell 6 cents shy of estimates with quarterly earnings of 46 cents per share, although the operator of Tinder and other dating services did see revenue exceed forecasts. Revenue growth for Tinder is accelerating as vaccination rates rise, but Match said recovery is lagging in some important overseas markets. Shares fell 4% in premarket trading.\n10) Caesars Entertainment(CZR) – Caesars earned 34 cents per share for its latest quarter, surprising analysts who had expected a loss of 18 cents per share. The casino operator’s revenue exceeded estimates as well, thanks to a strong rebound in the Las Vegas market. Caesars added 2% in premarket action.\n11) Affirm Holdings(AFRM) – Affirm added another 2.4% in the premarket, after jumping 3% yesterday. The payment service’s shares are getting a boost from a Bloomberg report that it will partner withApple(AAPL) to offer “buy now, pay later” services for Canadian purchases of Apple devices.\n12) Avis Budget(CAR) – Avis Budget rose 1.9% in premarket trading after reporting what it called the best quarter in its history, with surging demand and higher rental prices leading to a tripling in sales. Adjusted earnings per share came to $5.90, compared to a consensus estimate of $1.21.\n13) Live Nation(LYV) – Live Nation said sales for its latest quarter surged nearly eight-fold, as live events returned amid an increase in vaccinations. The live event promoter said concerts and other events were selling out quickly, and at ticket prices that were 10% above pre-pandemic levels. Live Nation gained 2.3% in the premarket.\nIn FX, the euro dipped after a European Central Bank policy maker said the central bank won’t rush a decision on stimulus. The Bloomberg Dollar Index held little changed and most Group- of-10 currencies traded in narrow ranges. The pound rose for a second day, with some investors expecting the Bank of England to take a hawkish turn on Thursday; the euro slipped to a session low of 1.1842 before trimming losses. New Zealand’s dollar rose against all its G-10 peers as traders boosted bets for interest- rate hikes after the nation’s jobs data beat economists’ estimates. The kiwi was also bolstered by fund-related purchases against the Australian dollar, traders said. The Australian dollar bounced off a session low after a gauge of China’s services activity topped analysts’ estimates. The safe haven Swiss franc and Japanese yen led losses on concern the spread of the delta variant could derail global growth.\nIn rates, treasury yields suddenly slumped to session lows of 1.1555% after trading steady for much of the overnight session as market awaits latest quarterly refunding announcement at 8:30am ET. Price action calm over Asia, early European session has seen yields trade in a narrow range. ISM services and ADP employment data also due Wednesday, which may provide some insight ahead of Friday payrolls. No Treasury supply this week, although quarterly refunding announcement at 8:30am ET will draw focus as officials may provide details about the timing of reducing auction sizes. Euro zone government bond yields hovered near recent lows, with the German 10-year yield at -0.489%, little moved by July euro zone purchasing managers index survey data that came in slightly worse than expected.\nIn commodities, Brent futures gave up early gains to last trade 0.2% lower at $72.30 a barrel, while U.S. crude was down 0.4% at $70.26 a barrel. Spot gold was up 0.2% at $1,812.9 an ounce.\nLooking at the day ahead, expected data include ADP employment change for July as well as the ISM services index. Key U.S. jobs data this week could stoke market swings if they lead investors to adjust expectations over the Federal Reserve’s likely timeline for eventually tapering stimulus. Fed Vice Chair Richard Clarida is due to speak about monetary policy Wednesday. “Today’s employment figures could rapidly change the market mood,” said Swissquote analyst Ipek Ozkardeskaya. “A strong read should accelerate the thinking that the Fed will get to the tapering stage quicker than otherwise. That could apply a certain pressure on the U.S. stocks.” Separately the Central Bank of Brazil will release its latest monetary policy decision and then Federal Reserve Vice Chair Clarida speaks. Finally, earnings releases today include CVS Health, Booking Holdings, General Motors, Uber, and Toyota.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802123208,"gmtCreate":1627736789904,"gmtModify":1631889406028,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802123208","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806838604,"gmtCreate":1627647460508,"gmtModify":1631889406045,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/806838604","repostId":"1109167679","repostType":4,"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808032707,"gmtCreate":1627542300209,"gmtModify":1631889406053,"author":{"id":"3581929112123380","authorId":"3581929112123380","name":"kxie","avatar":"https://static.tigerbbs.com/b7a5bb362ebff77701c41f3e8c0de36b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581929112123380","authorIdStr":"3581929112123380"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/808032707","repostId":"1113118733","repostType":4,"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}