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虎牛吽吽
虎牛吽吽
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2021-04-26
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虎牛吽吽
虎牛吽吽
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2021-04-21
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虎牛吽吽
虎牛吽吽
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2021-04-11
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Which of the three stocks favored by "Sister Wood" is the most worthy of investors' support?
下面是三支遭受重创的Cathie Wood股票,它们是目前特别值得买入的股票。
Which of the three stocks favored by "Sister Wood" is the most worthy of investors' support?
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In fact, the company's business is booming.</p><p>Sea's digital entertainment division is making a fortune from the success of Free Fire, the highest-grossing mobile game in Latin America and Southeast Asia for six consecutive quarters. This business is essentially subsidizing the company's loss-making divisions focused on digital finance and e-commerce.</p><p>However, I believe that Sea's long-term prospects are very favorable for all three companies. Free Fire remains a global mobile game giant. Sea's Shopee e-commerce platform is a leader in markets such as Southeast Asia and Indonesia, and continues to achieve strong revenue growth. The company's SeaMoney mobile wallet is also accelerating its development.</p><p>I hope Sea's bottom line will improve, and I hope its stock price will rebound well.</p><p><b>Square (SQ.US)</b></p><p>Wood's favorite stock is Square (NYSE:SQ). This stock is<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>It is the largest stock held and the second largest position in the ARK Innovation ETF and the ARK Next Generation Internet ETF. However, Square's stock price has fallen 11% from its February high.</p><p>As with Sea Limited, Square's pullback is primarily the result of market rotation. Despite the negative impact of the COVID-19 pandemic on the company's seller ecosystem, there were signs of improvement in the fourth quarter. The increase in vaccine supply foreshadows a stronger performance for the remainder of 2021.</p><p>Meanwhile, Square's cash app digital wallet remains a huge growth story for the company. In the fourth quarter of this year, the gross profit of cash applications surged 162% year-on-year. Square should be able to achieve greater growth by driving the use of related products and services, such as cash and debit cards.</p><p>In March of this year, Square achieved a significant milestone when its financial services division began banking operations. Under the protection of federally chartered banks, Square will be able to provide more financial services to its business customers. Over time, the fintech giant may expand its banking services.</p><p>In many ways, Square's efforts to disrupt the financial services industry are only just beginning. Its stock price still has a lot of room to rise.</p><p><b>Teladoc Health (TDOC.US)</b></p><p>In<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Among the companies with the largest shareholdings, Teladoc Health's shareholdings are second only to Square. This leader in the virtual care industry is the fourth largest holding of the ARK Next Generation Internet ETF and ranks first in the ARK Genomic Revolution ETF. Although Wood likes Teladoc's stock, its share price has fallen by nearly 40% from its February high.</p><p>Institutional investors shifting funds away from growth stocks is one reason for Teladoc's poor performance. However, the company also expects revenue growth to slow in the fourth quarter of 2021. In addition,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Announced plans to enter the telemedicine market this summer.</p><p>My answer to all of this is simply to look at the long-term prospects of Teladoc. Virtual medicine is still in its early stages. McKinsey Consulting predicts that the U.S. virtual healthcare market will reach $250 billion annually after the pandemic ends. Teladoc's opportunities are not limited to the United States.</p><p>I believe, without a doubt, that this is a large enough market to support multiple winners. Teladoc's leading edge, market share (its customers currently account for more than 40% of Fortune 500 companies), and range of products and services give the company a solid competitive advantage.</p><p>In 2020, due to the pandemic, the demand for telemedicine has surged like never before, and it is entirely understandable that revenue growth will slow down. In the long run, Teladoc should be able to continue its strong growth.</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>Which of the three stocks favored by \"Sister Wood\" is the most worthy of investors' support?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWhich of the three stocks favored by \"Sister Wood\" is the most worthy of investors' support?\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time smaller\">2021-04-10 18:11</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Even the best investors go through tough times. Cathie Wood, founder and CEO of Ark Investments, is one such example. The shares of the five major exchange-traded funds (ETFs) managed by Wood are well below their highs earlier this year.</p><p>However, the stock market correction provides a huge opportunity for other investors to buy shares of the best companies owned by the Ark ETF. Here are three hard-hit Cathie Wood stocks that are particularly worth buying right now.</p><p><b>Sea Limite (SE.US)</b></p><p>Sea Limited in Wood<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>Ranked fifth in China. It is the 10th largest holding of the ARK Next Generation Internet ETF. The company's share price has fallen more than 12% from its high in February.</p><p>Of course, the company announced a large loss in the fourth quarter in early March. However, the stock's decline was more related to investors withdrawing from growth stocks than to Sea's underlying business. In fact, the company's business is booming.</p><p>Sea's digital entertainment division is making a fortune from the success of Free Fire, the highest-grossing mobile game in Latin America and Southeast Asia for six consecutive quarters. This business is essentially subsidizing the company's loss-making divisions focused on digital finance and e-commerce.</p><p>However, I believe that Sea's long-term prospects are very favorable for all three companies. Free Fire remains a global mobile game giant. Sea's Shopee e-commerce platform is a leader in markets such as Southeast Asia and Indonesia, and continues to achieve strong revenue growth. The company's SeaMoney mobile wallet is also accelerating its development.</p><p>I hope Sea's bottom line will improve, and I hope its stock price will rebound well.</p><p><b>Square (SQ.US)</b></p><p>Wood's favorite stock is Square (NYSE:SQ). This stock is<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>It is the largest stock held and the second largest position in the ARK Innovation ETF and the ARK Next Generation Internet ETF. However, Square's stock price has fallen 11% from its February high.</p><p>As with Sea Limited, Square's pullback is primarily the result of market rotation. Despite the negative impact of the COVID-19 pandemic on the company's seller ecosystem, there were signs of improvement in the fourth quarter. The increase in vaccine supply foreshadows a stronger performance for the remainder of 2021.</p><p>Meanwhile, Square's cash app digital wallet remains a huge growth story for the company. In the fourth quarter of this year, the gross profit of cash applications surged 162% year-on-year. Square should be able to achieve greater growth by driving the use of related products and services, such as cash and debit cards.</p><p>In March of this year, Square achieved a significant milestone when its financial services division began banking operations. Under the protection of federally chartered banks, Square will be able to provide more financial services to its business customers. Over time, the fintech giant may expand its banking services.</p><p>In many ways, Square's efforts to disrupt the financial services industry are only just beginning. Its stock price still has a lot of room to rise.</p><p><b>Teladoc Health (TDOC.US)</b></p><p>In<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Among the companies with the largest shareholdings, Teladoc Health's shareholdings are second only to Square. This leader in the virtual care industry is the fourth largest holding of the ARK Next Generation Internet ETF and ranks first in the ARK Genomic Revolution ETF. Although Wood likes Teladoc's stock, its share price has fallen by nearly 40% from its February high.</p><p>Institutional investors shifting funds away from growth stocks is one reason for Teladoc's poor performance. However, the company also expects revenue growth to slow in the fourth quarter of 2021. In addition,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Announced plans to enter the telemedicine market this summer.</p><p>My answer to all of this is simply to look at the long-term prospects of Teladoc. Virtual medicine is still in its early stages. McKinsey Consulting predicts that the U.S. virtual healthcare market will reach $250 billion annually after the pandemic ends. Teladoc's opportunities are not limited to the United States.</p><p>I believe, without a doubt, that this is a large enough market to support multiple winners. Teladoc's leading edge, market share (its customers currently account for more than 40% of Fortune 500 companies), and range of products and services give the company a solid competitive advantage.</p><p>In 2020, due to the pandemic, the demand for telemedicine has surged like never before, and it is entirely understandable that revenue growth will slow down. In the long run, Teladoc should be able to continue its strong growth.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://gimg2.baidu.com/image_search/src=http%3A%2F%2Finews.gtimg.com%2Fnewsapp_bt%2F0%2F13178222039%2F641&refer=http%3A%2F%2Finews.gtimg.com&app=2002&size=f9999,10000&q=a80&n=0&g=0n&fmt=jpeg?sec=1619929481&t=d215d79061ca1426fcf3fc9ef6561e9f","relate_stocks":{"ARKK":"ARK Innovation ETF","SE":"Sea Ltd","TDOC":"Teladoc Health Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126006034","content_text":"即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。然而,股市回调为其他投资者提供了巨大的机会,让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie Wood股票,它们是目前特别值得买入的股票。Sea Limite(SE.US)Sea Limited 在Wood的ARK Fintech Innovation ETF中排名第五。它是ARK Next Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。当然,该公司在3月初宣布了第四季度的大幅亏损。然而,该股的下跌更多地与投资者从成长型股票中撤出有关,而不是与Sea的基础业务有关。实际上,公司的业务正在蓬勃发展。Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满,《Free Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。然而,我认为Sea的长期前景对这三项企业都非常有利。Free Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位,并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。我希望Sea的底线会有所改善,并且我希望它的股价能很好地反弹。Square(SQ.US)Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是ARK Fintech Innovation ETF持有的最大股票,也是ARK Innovation ETF和ARK Next Generation Internet ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。与Sea Limited的情况一样,Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响,但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。与此同时,Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度,现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用,Square应该能够实现更大的增长。今年3月,随着Square金融服务部门开始银行业务,该公司实现了一个重要的里程碑。在联邦特许银行的保护下,Square将能够为其商业客户提供更多的金融服务。随着时间的推移,这家金融科技巨头可能会扩大其银行服务。从很多方面来看,Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。Teladoc Health(TDOC.US)在ARK Innovation ETF持股最多的公司中,Teladoc Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet ETF的第四大持仓,在ARK Genomic Revolution ETF位列第一。尽管Wood很喜欢Teladoc的股票,但其股价已从2月份的高点下跌了近40%。机构投资者将资金从成长型股票上转移,是Teladoc表现不佳的一个原因。然而,该公司也预计2021年第四季度的收入增长将放缓。此外,亚马逊宣布计划于今年夏天进军远程医疗市场。对于这一切,我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测,疫情结束后,美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。我认为,毫无疑问,这是一个足够大的市场,足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上),以及产品和服务的范围,使公司具有坚实的竞争优势。2020年,由于大流行,远程医疗需求前所未有地激增,收入增长将有所放缓,这是完全可以理解的。而从长远来看,Teladoc应该能够持续强劲增长。","news_type":1,"symbols_score_info":{"ARKK":0.9,"TDOC":0.9,"SE":0.9,"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":6261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}