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- G12345G12345
  ·2021-06-24
  Hmmm very interesting,…
  非常抱歉，此主贴已删除
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- G12345G12345
  ·2021-06-24
  Anger!!!!
  Fannie-Freddie Ruling Marks Latest Blow to Funds in Doomed Trade
  (Bloomberg) -- A plunge in Fannie Mae and Freddie Mac shares after a Supreme Court ruling marked one
  Fannie-Freddie Ruling Marks Latest Blow to Funds in Doomed Trade
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- G12345G12345
  ·2021-06-24
  Yes!
  非常抱歉，此主贴已删除
  315 评论
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- G12345G12345
  ·2021-06-23
  Not nice
  非常抱歉，此主贴已删除
  250 评论
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- G12345G12345
  ·2021-06-23
  Good
  非常抱歉，此主贴已删除
  482 评论
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- G12345G12345
  ·2021-06-23
  Good
  These ‘quality’ global stocks look cheap, says Morgan Stanley
  Analysts atMorgan Stanleyhave picked stocks that they believe are currently “cheap” and represent “q
  These ‘quality’ global stocks look cheap, says Morgan Stanley
  434 评论
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- G12345G12345
  ·2021-06-23
  Hmm
  非常抱歉，此主贴已删除
  579 评论
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Freddie Mac shares sunk 37%, while Fannie Mae preferred shares favored by many investors slid about 62%.</p>\n<p>Capital Group was likely among the big losers Wednesday. The $2.4 trillion mutual fund company increased its wagers in Fannie Mae last year, according to public filings, even as some hedge funds trimmed or exited their holdings following then-President Donald Trump’s election defeat.</p>\n<p>If Capital Group held the same number of Fannie Mae preferred shares reported as of May 31, it would have lost about $280 million on Wednesday alone. If it held the same number of common shares as it did at the end of the first quarter, it would have erased an additional $100 million.</p>\n<p>A Capital Group spokeswoman declined to comment.</p>\n<p>Rob Citrone’s Discovery trimmed its position after Trump lost, according to an investor in the firm, though still held on to some of its stake ahead of the court ruling. Today’s drop means Discovery is slightly underwater on its investment, the person said.</p>\n<p>Bill Ackman’s Pershing Square also continued to hold shares, according to statements he made to investors this year.</p>\n<p>Representatives for Citrone and Ackman declined to comment.</p>\n<p>In March, Ackman told investors that if the Supreme Court ruled in shareholders’ favor, it would be “a game-changing event.” He added then that regardless of the decision, “our investment in the GSEs is a valuable perpetual option on their eventual exit from conservatorship due to their widely acknowledged irreplaceable role in the U.S. housing finance system.” He reiterated these comments in May.</p>\n<p>For at least a decade, investors have pinned their hopes on Fannie Mae and Freddie Mac shedding government control.</p>\n<p>Kyle Bass, whose Hayman Capital made winning bets against U.S. subprime mortgages, predicted at a conference in 2011 that buying the preferred shares could be “an eight to 10-bagger from here.”</p>\n<p>While the GSEs have remained under government sponsorship in the wake of the 2008 financial crisis, there have been chances to make money.</p>\n<p>The price of Fannie Mae preferred shares traded as low as 31 cents in July 2010 and as high as $13.90 in June 2019 amid optimism that the Trump administration would resolve their status.</p>\n<p>In their ruling Wednesday, however, the Supreme Court justices sent the case back to the lower court where investors may be able to collect damages. Yet that decision means shareholders “can’t recover the bulk of the overpayments they sought,” said Bloomberg Intelligence analyst Elliott Stein.</p>\n<p>For those investors still hanging on, the wait could be long. 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Freddie Mac shares sunk 37%, while Fannie Mae preferred shares favored by many investors slid about 62%.\nCapital Group was likely among the big losers Wednesday. The $2.4 trillion mutual fund company increased its wagers in Fannie Mae last year, according to public filings, even as some hedge funds trimmed or exited their holdings following then-President Donald Trump’s election defeat.\nIf Capital Group held the same number of Fannie Mae preferred shares reported as of May 31, it would have lost about $280 million on Wednesday alone. If it held the same number of common shares as it did at the end of the first quarter, it would have erased an additional $100 million.\nA Capital Group spokeswoman declined to comment.\nRob Citrone’s Discovery trimmed its position after Trump lost, according to an investor in the firm, though still held on to some of its stake ahead of the court ruling. Today’s drop means Discovery is slightly underwater on its investment, the person said.\nBill Ackman’s Pershing Square also continued to hold shares, according to statements he made to investors this year.\nRepresentatives for Citrone and Ackman declined to comment.\nIn March, Ackman told investors that if the Supreme Court ruled in shareholders’ favor, it would be “a game-changing event.” He added then that regardless of the decision, “our investment in the GSEs is a valuable perpetual option on their eventual exit from conservatorship due to their widely acknowledged irreplaceable role in the U.S. housing finance system.” He reiterated these comments in May.\nFor at least a decade, investors have pinned their hopes on Fannie Mae and Freddie Mac shedding government control.\nKyle Bass, whose Hayman Capital made winning bets against U.S. subprime mortgages, predicted at a conference in 2011 that buying the preferred shares could be “an eight to 10-bagger from here.”\nWhile the GSEs have remained under government sponsorship in the wake of the 2008 financial crisis, there have been chances to make money.\nThe price of Fannie Mae preferred shares traded as low as 31 cents in July 2010 and as high as $13.90 in June 2019 amid optimism that the Trump administration would resolve their status.\nIn their ruling Wednesday, however, the Supreme Court justices sent the case back to the lower court where investors may be able to collect damages. Yet that decision means shareholders “can’t recover the bulk of the overpayments they sought,” said Bloomberg Intelligence analyst Elliott Stein.\nFor those investors still hanging on, the wait could be long. President Joe Biden may be in no rush to free Fannie and Freddie in part because they are a linchpin in one of his top goals -- eliminating economic inequities.\nKeeping the enterprises under government control will make it easier for them to extend mortgage financing to underserved communities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121749804,"gmtCreate":1624493661108,"gmtModify":1634005399157,"author":{"id":"3586517651317278","authorId":"3586517651317278","name":"G12345","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586517651317278","authorIdStr":"3586517651317278"},"themes":[],"htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121749804","repostId":"2145156570","repostType":4,"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123544523,"gmtCreate":1624431745762,"gmtModify":1634006210171,"author":{"id":"3586517651317278","authorId":"3586517651317278","name":"G12345","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586517651317278","authorIdStr":"3586517651317278"},"themes":[],"htmlText":"Not nice","listText":"Not nice","text":"Not nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123544523","repostId":"2145066117","repostType":4,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123544199,"gmtCreate":1624431713311,"gmtModify":1634006210412,"author":{"id":"3586517651317278","authorId":"3586517651317278","name":"G12345","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586517651317278","authorIdStr":"3586517651317278"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123544199","repostId":"2145985100","repostType":4,"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123544065,"gmtCreate":1624431680257,"gmtModify":1634006210533,"author":{"id":"3586517651317278","authorId":"3586517651317278","name":"G12345","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586517651317278","authorIdStr":"3586517651317278"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123544065","repostId":"1120218733","repostType":4,"repost":{"id":"1120218733","kind":"news","pubTimestamp":1624430778,"share":"https://www.laohu8.com/m/news/1120218733?lang=&edition=full","pubTime":"2021-06-23 14:46","market":"us","language":"en","title":"These ‘quality’ global stocks look cheap, says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=1120218733","media":"cnbc","summary":"Analysts atMorgan Stanleyhave picked stocks that they believe are currently “cheap” and represent “q","content":"<div>\n<p>Analysts atMorgan Stanleyhave picked stocks that they believe are currently “cheap” and represent “quality at a reasonable price.”\nIn a research note titled “Any Cheap Cyclicals Left?” and focused on ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/22/investing-ideas-morgan-stanley-picks-6-cheap-stocks-to-buy.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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 ‘quality’ global stocks look cheap, says Morgan Stanley</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 ‘quality’ global stocks look cheap, says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/22/investing-ideas-morgan-stanley-picks-6-cheap-stocks-to-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts atMorgan Stanleyhave picked stocks that they believe are currently “cheap” and represent “quality at a reasonable price.”\nIn a research note titled “Any Cheap Cyclicals Left?” and focused on ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/22/investing-ideas-morgan-stanley-picks-6-cheap-stocks-to-buy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSP":"E.W. Scripps Co Cl A","0J3F.UK":"索迪斯","SDXAY":"Sodexo"},"source_url":"https://www.cnbc.com/2021/06/22/investing-ideas-morgan-stanley-picks-6-cheap-stocks-to-buy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1120218733","content_text":"Analysts atMorgan Stanleyhave picked stocks that they believe are currently “cheap” and represent “quality at a reasonable price.”\nIn a research note titled “Any Cheap Cyclicals Left?” and focused on the travel and leisure sector, the bank said Monday that many stocks have the economic recovery priced into their valuations. Cyclical stocks are those whose performance tends to be in line with the economy.\nBut the analysts said several picks “stand out from our screens as looking cheap.”\nThree of Morgan Stanley’s recommendations have a potential upside of at least 20% to the bank’s share price target in a best-case scenario.\nThe analysts’ 6 stock picks are:\nFrench catering and services companySodexohas a potential upside of 23%, according to Morgan Stanley, which called it a “quality operator.” It described airport foodservice firmSSPin the same way, and said the stock has a 7% potential upside. SSP stock is up 16% since the start of the year, according to the bank.\nTwo of the bank’s picks have a potential upside of 29%: British pub companyMitchells and Butlers(M&B) and gambling firmFlutter, which operates brands including PokerStars and Betfair. It picked M&B as one of the “most attractive” stocks for free cashflow yield, noting its stock price has risen 32% since the start of the year.\nBritish hotel and restaurant operatorWhitbreadis also a pick for the bank, which estimated its upside potential at 10%, and it also chose gambling operatorEvolution, with a potential upside of 21%.\n“With investors continuing to look through what has so far been a later-than-expected reopening, we revisit our screens looking at 2019 and 2023 multiples (2020-22 distorted by Covid). We conclude that a lot of the recovery looks priced in with only a handful of names looking good value,” the bank’s analysts stated.\nMorgan Stanley’s valuations are based on its forecasts for 2023, assuming a return to normality after populations have been vaccinated against Covid-19. “Our bull cases factor in scenarios for structurally higher margins and/or higher market shares post-Covid,” its analysts wrote. Morgan Stanley is overweight all of the stocks mentioned, indicating it expects them to outperform.\n“Our strategists recommend quality at a reasonable price: Our EU Strategy team believe the macro environment has become somewhat less conducive for equity markets as growth momentum starts to peak and QE tapering discussions gather pace,” the analysts wrote.QE taperingrefers to the reduction in quantitative easing put in place by central banks to stimulate economies in light of the pandemic.\n“They also recently downgraded Cyclicals after a record rally which left positioning stretched and relative valuations at or near record highs. They believe this is an increasingly micro stock picking market over the summer and now recommend a more balanced approach to style and sector selection,” the analysts added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123545395,"gmtCreate":1624431625717,"gmtModify":1634006210999,"author":{"id":"3586517651317278","authorId":"3586517651317278","name":"G12345","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586517651317278","authorIdStr":"3586517651317278"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123545395","repostId":"2145968037","repostType":2,"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}