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VVTZ
VVTZ
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2021-09-09
Great news
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2021-08-31
[Miser]
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VVTZ
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2021-08-24
[Miser]
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VVTZ
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2021-08-18
[Sad]
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VVTZ
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2021-08-16
[Miser]
Nvidia and AMD - Chip Sector's Biggest Deals Still Have High Hurdles to Climb
M&A action is incurring added regulatory pressure as governments scrutinize semiconductors. Semicon
Nvidia and AMD - Chip Sector's Biggest Deals Still Have High Hurdles to Climb
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VVTZ
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2021-08-13
Go Disney!
Disney earnings preview: Growth in Disney+, parks in focus amid reopenings
Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investo
Disney earnings preview: Growth in Disney+, parks in focus amid reopenings
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VVTZ
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2021-08-07
Crowdstrike!
20 cloud stocks expected to increase sales the most over the next two years
Cloud ETFs are close to record highs, propelled by a rally in the sector Analysts see stellar sales
20 cloud stocks expected to increase sales the most over the next two years
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VVTZ
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2021-08-05
AMD is a good stock!
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VVTZ
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2021-08-04
Dividend stocks!
7 Dividend Growth Stocks For August 2021
These companies are delivering exceptional earnings and dividend growth, and their stocks are tradin
7 Dividend Growth Stocks For August 2021
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VVTZ
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2021-08-04
Go go Apple!
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","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/839941264","repostId":"1105856708","repostType":4,"repost":{"id":"1105856708","kind":"news","pubTimestamp":1629118954,"share":"https://ttm.financial/m/news/1105856708?lang=&edition=fundamental","pubTime":"2021-08-16 21:02","market":"us","language":"en","title":"Nvidia and AMD - Chip Sector's Biggest Deals Still Have High Hurdles to Climb","url":"https://stock-news.laohu8.com/highlight/detail?id=1105856708","media":"The Street","summary":"M&A action is incurring added regulatory pressure as governments scrutinize semiconductors.\n\nSemicon","content":"<blockquote>\n M&A action is incurring added regulatory pressure as governments scrutinize semiconductors.\n</blockquote>\n<p>Semiconductors have been the subject of broad attention, not only from investors but from governments across the world. In many respects, this has been beneficial to many companies as they seek to benefit from governmental efforts to shore up supply chains. However, a more nationalistic tenor in the semi sector could also cut against many companies, particularly as mergers and acquisitions in the industryaccelerate.</p>\n<p>“I think the risk for semiconductor deals in general is certainly increasing in this environment,” Edward Jones senior equity analyst Logan Purk toldReal Money. “More of a nationalistic stance with semiconductor production and the cold relationship between the U.S. and China will weigh on the probability of deals getting approved.”</p>\n<p>Foremost among those firms at risk are two of the most popular stocks on U.S. exchanges - Nvidia (<b>NVDA</b>) and Advanced Micro Devices (<b>AMD</b>) .</p>\n<p><b>Not So Fast for Nvidia?</b></p>\n<p>Raising the most eyebrows for regulators, as well as those lobbying those regulators, is Nvidia’s blockbuster deal to wrest U.K.-based chip designer Arm from the Masayoshi Son-led SoftBank. The $40 billion deal, one of the largest acquisitions in the history of the semiconductor industry, was noted as yet another step in Nvidia’s push toward advancement in artificial intelligence (AI) and Internet of Things (IoT) technology.</p>\n<p>“AI is the most powerful technology force of our time and has launched a new wave of computing,” Nvidia CEO Jensen Huang said as the deal was signed. “In the years ahead, trillions of computers running AI will create a new internet-of-things that is thousands of times larger than today’s internet-of-people. Our combination will create a company fabulously positioned for the age of AI.”</p>\n<p>Yet, Arm’s bread and butter is found in its chip designs for mobile phones, making consolidation and potential threats to its broad licensing model a major red flag. Indeed, companies like Qualcomm (<b>QCOM</b>) -Get Report, Apple (<b>AAPL</b>) -Get Report, Microsoft (<b>MSFT</b>) -Get Report and a consortium of Chinese firms led by Huawei’s semiconductor subsidiary HiSilicon and the Semiconductor Manufacturing International Company were quick to raise complaints.</p>\n<p>These complaints have not fallen on deaf ears either, as regulators across the globe have opened investigations of the deal on both competitive and national security grounds. Both the U.K. and Chinese regulatory reviews lately have intensified,according to reports from the Financial Times.</p>\n<p>“Nvidia is looking to buy a company that is putting their chips in basically 95% of handsets worldwide,” Edward Jones’ Purk explained. “That spooks a lot of governments as there would be a U.S. company that could essentially control that entire chip market.”</p>\n<p>The risk is likely most pressing for China, as increased Sino-American tensions could curtail its ability to utilize Arm's critically important designs. Recent experiences with the blacklisting of key technology exports to Chinese firms is likely to influence the review, as such a shutdown of exports could crush the nation’s smartphone industry. It may not come down to China’s notoriously difficult regulators in the end, however.</p>\n<p>According to Bloomberg, U.K. regulators could be first to act as apprehensions about national security look likely to quash the deal. What Nvidia might pursue with the amount of cash freed-up from a deal’s failure remains uncertain, though its appetite for more M&A may be significantly tempered after tumultuous experiences with both Arm and its prior acquisition of Mellanox. For Arm, this means a blockbuster initial public offering is increasingly likely.</p>\n<p>For Nvidia, buybacks might be a better bet, as semi-sector competitorQualcomm’s experience with failed takeovers might suggest.</p>\n<p>Nvidia Will Win on Arm Holdings, Deal or No Deal, Jim Cramer Says</p>\n<p><b>Smoother Sailing for Xilinx Deal</b></p>\n<p>However, Nvidia’s rocky road with regulators is not indicative of all M&A action in the sector. As a clear contrast, AMD’s $35 billion all-stock deal for Xilinx (<b>XLNX</b>) -Get Report appears significantly less clouded by such concerns.</p>\n<p>“[We are] reiterating expectations for the deal to close by the end of 2021,” Cowen analyst Matthew Ramsay told investors in a recent note. “Strategically, we remain very supportive of the merger.”</p>\n<p>In terms of strategy, he noted that Xilinx will add “diversity, scale, and customization” to AMD’s existing offerings, particularly aiding in its high-performance computing aims.</p>\n<p>Ramsay’s forecast on the timeline also looks promising, as his support is likely to be supplemented by regulators who are unlikely to have any apprehensions about national security and competition that could hold up Nvidia’s deal. In fact, the acquisition has already gained approval in the UK and EU, while clearing an Federal Trade Commission review in the U.S.</p>\n<p>In these reviews, the regulatory entities also noted there was no significant competitive outcry in the same fashion as was seen in Nvidia’s Arm acquisition.</p>\n<p>“The large majority of third parties that responded to the CMA’s merger investigation did not express concerns regarding the Merger and some suggested that the Merger would be pro-competitive,” the U.K.’s Competitive Markets Authority said in its detailed review of the deal. “Consequently, the CMA does not believe that it is or may be the case that the merger may be expected to result in a [substantial lessening of competition] within a market or markets in the United Kingdom.\"</p>\n<p>While China is the last leg of the regulatory journey and is often the locale where deals go to die, the dealreportedly has been advancingin the Far East as well. As such, a year-end closing date could well be right on track despite lingering anxiety about the ongoing tech-focused trade war.</p>\n<p>Overall, the rosy outlook for approval and accretive combination is, by all accounts, good news for both AMD and Xilinx investors. Yet, the same cannot be said for key AMD competitor Intel (<b>INTC</b>) -Get Report, which has been a consistent share-loser amid AMD’s meteoric rise.</p>\n<p>AMD Is Basically 'Pantsing' Intel, Jim Cramer Says</p>\n<p>Xilinx's entrance under the AMD umbrella adds key competition to Intel in terms of Field Programmable Gate Arrays (FPGAs), a versatile category of programmable logic devices that are crucial to specialized CPU functionality and the progression of cutting-edge technology like 5G.</p>\n<p>Given Intel made a costly foray into FPGAs with a $16.7 billion acquisition Altera only a few years ago, the competition between the two companies is likely to heat up further. Ironically, it might be this very competition that removes potential regulatory roadblocks. If history is to offer instruction, it may be an acquisition that only adds to woes for Intel investors as the deal looks evermore likely to come to fruition.</p>\n<p>\"This deal further complements AMD's portfolio by adding FPGAs to their lineup and presents a further inroad into Intel's business given it plays [in FPGAs] as well,\" Edward Jones' Purk concluded. \"AMD looks positioned to continue to take share from Intel.</p>\n<p><i>Curran is long shares of Xilinx</i>.</p>","source":"lsy1610613172068","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>Nvidia and AMD - Chip Sector's Biggest Deals Still Have High Hurdles to Climb</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\">\nNvidia and AMD - Chip Sector's Biggest Deals Still Have High Hurdles to Climb\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 21:02 GMT+8 <a href=https://www.thestreet.com/investing/nvidia-arm-xilinx-amd-chip-sector-deals-regulatory-hurdles><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>M&A action is incurring added regulatory pressure as governments scrutinize semiconductors.\n\nSemiconductors have been the subject of broad attention, not only from investors but from governments ...</p>\n\n<a href=\"https://www.thestreet.com/investing/nvidia-arm-xilinx-amd-chip-sector-deals-regulatory-hurdles\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://www.thestreet.com/investing/nvidia-arm-xilinx-amd-chip-sector-deals-regulatory-hurdles","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105856708","content_text":"M&A action is incurring added regulatory pressure as governments scrutinize semiconductors.\n\nSemiconductors have been the subject of broad attention, not only from investors but from governments across the world. In many respects, this has been beneficial to many companies as they seek to benefit from governmental efforts to shore up supply chains. However, a more nationalistic tenor in the semi sector could also cut against many companies, particularly as mergers and acquisitions in the industryaccelerate.\n“I think the risk for semiconductor deals in general is certainly increasing in this environment,” Edward Jones senior equity analyst Logan Purk toldReal Money. “More of a nationalistic stance with semiconductor production and the cold relationship between the U.S. and China will weigh on the probability of deals getting approved.”\nForemost among those firms at risk are two of the most popular stocks on U.S. exchanges - Nvidia (NVDA) and Advanced Micro Devices (AMD) .\nNot So Fast for Nvidia?\nRaising the most eyebrows for regulators, as well as those lobbying those regulators, is Nvidia’s blockbuster deal to wrest U.K.-based chip designer Arm from the Masayoshi Son-led SoftBank. The $40 billion deal, one of the largest acquisitions in the history of the semiconductor industry, was noted as yet another step in Nvidia’s push toward advancement in artificial intelligence (AI) and Internet of Things (IoT) technology.\n“AI is the most powerful technology force of our time and has launched a new wave of computing,” Nvidia CEO Jensen Huang said as the deal was signed. “In the years ahead, trillions of computers running AI will create a new internet-of-things that is thousands of times larger than today’s internet-of-people. Our combination will create a company fabulously positioned for the age of AI.”\nYet, Arm’s bread and butter is found in its chip designs for mobile phones, making consolidation and potential threats to its broad licensing model a major red flag. Indeed, companies like Qualcomm (QCOM) -Get Report, Apple (AAPL) -Get Report, Microsoft (MSFT) -Get Report and a consortium of Chinese firms led by Huawei’s semiconductor subsidiary HiSilicon and the Semiconductor Manufacturing International Company were quick to raise complaints.\nThese complaints have not fallen on deaf ears either, as regulators across the globe have opened investigations of the deal on both competitive and national security grounds. Both the U.K. and Chinese regulatory reviews lately have intensified,according to reports from the Financial Times.\n“Nvidia is looking to buy a company that is putting their chips in basically 95% of handsets worldwide,” Edward Jones’ Purk explained. “That spooks a lot of governments as there would be a U.S. company that could essentially control that entire chip market.”\nThe risk is likely most pressing for China, as increased Sino-American tensions could curtail its ability to utilize Arm's critically important designs. Recent experiences with the blacklisting of key technology exports to Chinese firms is likely to influence the review, as such a shutdown of exports could crush the nation’s smartphone industry. It may not come down to China’s notoriously difficult regulators in the end, however.\nAccording to Bloomberg, U.K. regulators could be first to act as apprehensions about national security look likely to quash the deal. What Nvidia might pursue with the amount of cash freed-up from a deal’s failure remains uncertain, though its appetite for more M&A may be significantly tempered after tumultuous experiences with both Arm and its prior acquisition of Mellanox. For Arm, this means a blockbuster initial public offering is increasingly likely.\nFor Nvidia, buybacks might be a better bet, as semi-sector competitorQualcomm’s experience with failed takeovers might suggest.\nNvidia Will Win on Arm Holdings, Deal or No Deal, Jim Cramer Says\nSmoother Sailing for Xilinx Deal\nHowever, Nvidia’s rocky road with regulators is not indicative of all M&A action in the sector. As a clear contrast, AMD’s $35 billion all-stock deal for Xilinx (XLNX) -Get Report appears significantly less clouded by such concerns.\n“[We are] reiterating expectations for the deal to close by the end of 2021,” Cowen analyst Matthew Ramsay told investors in a recent note. “Strategically, we remain very supportive of the merger.”\nIn terms of strategy, he noted that Xilinx will add “diversity, scale, and customization” to AMD’s existing offerings, particularly aiding in its high-performance computing aims.\nRamsay’s forecast on the timeline also looks promising, as his support is likely to be supplemented by regulators who are unlikely to have any apprehensions about national security and competition that could hold up Nvidia’s deal. In fact, the acquisition has already gained approval in the UK and EU, while clearing an Federal Trade Commission review in the U.S.\nIn these reviews, the regulatory entities also noted there was no significant competitive outcry in the same fashion as was seen in Nvidia’s Arm acquisition.\n“The large majority of third parties that responded to the CMA’s merger investigation did not express concerns regarding the Merger and some suggested that the Merger would be pro-competitive,” the U.K.’s Competitive Markets Authority said in its detailed review of the deal. “Consequently, the CMA does not believe that it is or may be the case that the merger may be expected to result in a [substantial lessening of competition] within a market or markets in the United Kingdom.\"\nWhile China is the last leg of the regulatory journey and is often the locale where deals go to die, the dealreportedly has been advancingin the Far East as well. As such, a year-end closing date could well be right on track despite lingering anxiety about the ongoing tech-focused trade war.\nOverall, the rosy outlook for approval and accretive combination is, by all accounts, good news for both AMD and Xilinx investors. Yet, the same cannot be said for key AMD competitor Intel (INTC) -Get Report, which has been a consistent share-loser amid AMD’s meteoric rise.\nAMD Is Basically 'Pantsing' Intel, Jim Cramer Says\nXilinx's entrance under the AMD umbrella adds key competition to Intel in terms of Field Programmable Gate Arrays (FPGAs), a versatile category of programmable logic devices that are crucial to specialized CPU functionality and the progression of cutting-edge technology like 5G.\nGiven Intel made a costly foray into FPGAs with a $16.7 billion acquisition Altera only a few years ago, the competition between the two companies is likely to heat up further. Ironically, it might be this very competition that removes potential regulatory roadblocks. If history is to offer instruction, it may be an acquisition that only adds to woes for Intel investors as the deal looks evermore likely to come to fruition.\n\"This deal further complements AMD's portfolio by adding FPGAs to their lineup and presents a further inroad into Intel's business given it plays [in FPGAs] as well,\" Edward Jones' Purk concluded. \"AMD looks positioned to continue to take share from Intel.\nCurran is long shares of Xilinx.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894303674,"gmtCreate":1628788571198,"gmtModify":1676529856417,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582629808245810","idStr":"3582629808245810"},"themes":[],"htmlText":"Go Disney!","listText":"Go Disney!","text":"Go Disney!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894303674","repostId":"1117889970","repostType":4,"repost":{"id":"1117889970","kind":"news","pubTimestamp":1628780671,"share":"https://ttm.financial/m/news/1117889970?lang=&edition=fundamental","pubTime":"2021-08-12 23:04","market":"us","language":"en","title":"Disney earnings preview: Growth in Disney+, parks in focus amid reopenings","url":"https://stock-news.laohu8.com/highlight/detail?id=1117889970","media":"finance.yahoo","summary":"Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investo","content":"<p>Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investors set to closely monitor growth trends in both the entertainment conglomerate's streaming and parks businesses as consumers resumed going out.</p>\n<p>Here are the main results expected from Disney's report compared to consensus data, compiled by Bloomberg:</p>\n<ul>\n <li><p><b>Revenue:</b>$16.80 billion expected vs. $11.78 billion Y/Y</p></li>\n <li><p><b>Adjusted earnings per share:</b>55 cents expected vs. 8 cents Y/Y</p></li>\n</ul>\n<p>Disney is expected to return to revenue growth for the first time in five quarters, with visitations at the company's global parks and resorts picking up as vaccinations took place and consumer mobility picked up. By the end of the third quarter, all of Disney's global theme parks had reopened, including Disneyland Paris and Disneyland in California, which had still been closed earlier this year.</p>\n<p>Though foot traffic at the parks has been below pre-pandemic levels, the reopenings have enabled the profit engine of Disney's overall business to resume operations more robustly. Disney's parks, experiences, and consumer products business segment is expected to swing to an operating profit of just over $41 million during the quarter, recovering after posting a loss in the same period last year.</p>\n<p>Costs related to addressing pandemic-related health concerns are still expected to be high for Disney, however. Last quarter, Disney said it expected to spend around $1 billion on safety measures for employees, talent and guests in fiscal 2021.</p>\n<p>But for investors, the company's nearly two-year-old streaming business Disney+ is crucial and will be under the spotlight during Disney's earnings release and call on Thursday. Over the course of the pandemic, growth at Disney's streaming platform Disney+ helped placate investors as the company's lucrative parks and resorts saw business dry up.</p>\n<p>But as more consumers got vaccinated and went back outdoors, growth at Disney+ began to slow. In May, Disney+ posted its weakest quarter for user growth since its debut, with new subscribers rising by 8.7 million. Still, company has grown notably since launching in late 2019, with subscribers breaking above the 100 million mark in less than two years.</p>\n<p>The slowdown in streaming has not been limited to Disney. Netflix, the incumbent leader among U.S.-based internet streaming platforms, added just 1.5 million new members in the second quarter of this year. That fell sharply from the more than 10 million paid users added in the same quarter last year, when consumers turned in droves to find entertainment during the height of stay-in-place orders.</p>\n<p>For Disney, Wall Street analysts expect Disney+ to report another 8.2 million users joined in the third quarter, bringing the total number of subscribers to about 112.8 million. That would compare to 209.2 million at Netflix.</p>\n<p>Disney's broad library of content on Disney+ and its other streaming platforms have been the key to its success to date, and updates on its content portfolio are set to be closely watched. ESPN+ grew subscribers by 75% year-over-year last quarter to 13.8 million, with a stronger lineup of live sports helping boost viewership. And the company also announced two new rights deals during its earnings call last quarter, including an enhanced deal with Major League Baseball until 2028 and a new deal with LaLiga, the men’s professional soccer division of the Spanish soccer league.</p>\n<p>In terms of films, Marvel names including \"Loki\" and \"Black Widow\" saw success both in theatrical releases and on Disney+, offering another major positive for Disney's business during the quarter.</p>","source":"lsy1612507957220","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>Disney earnings preview: Growth in Disney+, parks in focus amid reopenings</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\">\nDisney earnings preview: Growth in Disney+, parks in focus amid reopenings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 23:04 GMT+8 <a href=https://finance.yahoo.com/news/disney-earnings-q3-2021-145909103.html><strong>finance.yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investors set to closely monitor growth trends in both the entertainment conglomerate's streaming and parks...</p>\n\n<a href=\"https://finance.yahoo.com/news/disney-earnings-q3-2021-145909103.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://finance.yahoo.com/news/disney-earnings-q3-2021-145909103.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117889970","content_text":"Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investors set to closely monitor growth trends in both the entertainment conglomerate's streaming and parks businesses as consumers resumed going out.\nHere are the main results expected from Disney's report compared to consensus data, compiled by Bloomberg:\n\nRevenue:$16.80 billion expected vs. $11.78 billion Y/Y\nAdjusted earnings per share:55 cents expected vs. 8 cents Y/Y\n\nDisney is expected to return to revenue growth for the first time in five quarters, with visitations at the company's global parks and resorts picking up as vaccinations took place and consumer mobility picked up. By the end of the third quarter, all of Disney's global theme parks had reopened, including Disneyland Paris and Disneyland in California, which had still been closed earlier this year.\nThough foot traffic at the parks has been below pre-pandemic levels, the reopenings have enabled the profit engine of Disney's overall business to resume operations more robustly. Disney's parks, experiences, and consumer products business segment is expected to swing to an operating profit of just over $41 million during the quarter, recovering after posting a loss in the same period last year.\nCosts related to addressing pandemic-related health concerns are still expected to be high for Disney, however. Last quarter, Disney said it expected to spend around $1 billion on safety measures for employees, talent and guests in fiscal 2021.\nBut for investors, the company's nearly two-year-old streaming business Disney+ is crucial and will be under the spotlight during Disney's earnings release and call on Thursday. Over the course of the pandemic, growth at Disney's streaming platform Disney+ helped placate investors as the company's lucrative parks and resorts saw business dry up.\nBut as more consumers got vaccinated and went back outdoors, growth at Disney+ began to slow. In May, Disney+ posted its weakest quarter for user growth since its debut, with new subscribers rising by 8.7 million. Still, company has grown notably since launching in late 2019, with subscribers breaking above the 100 million mark in less than two years.\nThe slowdown in streaming has not been limited to Disney. Netflix, the incumbent leader among U.S.-based internet streaming platforms, added just 1.5 million new members in the second quarter of this year. That fell sharply from the more than 10 million paid users added in the same quarter last year, when consumers turned in droves to find entertainment during the height of stay-in-place orders.\nFor Disney, Wall Street analysts expect Disney+ to report another 8.2 million users joined in the third quarter, bringing the total number of subscribers to about 112.8 million. That would compare to 209.2 million at Netflix.\nDisney's broad library of content on Disney+ and its other streaming platforms have been the key to its success to date, and updates on its content portfolio are set to be closely watched. ESPN+ grew subscribers by 75% year-over-year last quarter to 13.8 million, with a stronger lineup of live sports helping boost viewership. And the company also announced two new rights deals during its earnings call last quarter, including an enhanced deal with Major League Baseball until 2028 and a new deal with LaLiga, the men’s professional soccer division of the Spanish soccer league.\nIn terms of films, Marvel names including \"Loki\" and \"Black Widow\" saw success both in theatrical releases and on Disney+, offering another major positive for Disney's business during the quarter.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":2473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893259783,"gmtCreate":1628266514642,"gmtModify":1703504354289,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582629808245810","idStr":"3582629808245810"},"themes":[],"htmlText":"Crowdstrike!","listText":"Crowdstrike!","text":"Crowdstrike!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893259783","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://ttm.financial/m/news/1155656235?lang=&edition=fundamental","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p>\n<p>U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p>\n<p>Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p>\n<p>Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p>\n<p>To begin the screen, we looked at the five largest cloud ETFs:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p>\n<p>Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p>\n<p>Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p>\n<p>As part of its description of ARKW, FactSet says the following:</p>\n<p><i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p>\n<p><b>Cloud-stock screen</b></p>\n<p>Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p>\n<p>To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p>\n<p>Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>There are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.</p>\n<p>It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p>\n<p>Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years</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\">\n20 cloud stocks expected to increase sales the most over the next two years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 13:21 GMT+8 <a href=https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VCYT":"Veracyte Inc","PINS":"Pinterest, Inc.","PDD":"拼多多","MELI":"MercadoLibre","DKNG":"DraftKings Inc.","SHOP":"Shopify Inc","OKTA":"Okta Inc.","CRWD":"CrowdStrike Holdings, Inc.","COIN":"Coinbase Global, Inc.","TSLA":"特斯拉","Z":"Zillow","SNAP":"Snap Inc","SE":"Sea Ltd","SKLZ":"Skillz Inc","ZG":"Zillow Class A","ADYEY":"Adyen N.V.","TDOC":"Teladoc Health Inc.","ROKU":"Roku Inc","KC":"金山云","LC":"LendingClub"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"VCYT":0.9,"ADYEY":0.9,"ZG":0.9,"COIN":0.9,"TSLA":0.9,"DKNG":0.9,"PINS":0.9,"SHOP":0.9,"OKTA":0.9,"LC":0.9,"SE":0.9,"ROKU":0.9,"SKLZ":0.9,"CRWD":0.9,"SQ":0.9,"Z":0.9,"TDOC":0.9,"PDD":0.9,"MELI":0.9,"KC":0.9,"SNAP":0.9}},"isVote":1,"tweetType":1,"viewCount":2689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899887413,"gmtCreate":1628173835032,"gmtModify":1703502600801,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582629808245810","idStr":"3582629808245810"},"themes":[],"htmlText":"AMD is a good stock!","listText":"AMD is a good stock!","text":"AMD is a good stock!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/899887413","repostId":"2157431025","repostType":4,"isVote":1,"tweetType":1,"viewCount":3480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807412154,"gmtCreate":1628049520678,"gmtModify":1703500279476,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582629808245810","idStr":"3582629808245810"},"themes":[],"htmlText":"Dividend stocks!","listText":"Dividend stocks!","text":"Dividend stocks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807412154","repostId":"1122614377","repostType":4,"repost":{"id":"1122614377","kind":"news","pubTimestamp":1628047303,"share":"https://ttm.financial/m/news/1122614377?lang=&edition=fundamental","pubTime":"2021-08-04 11:21","market":"us","language":"en","title":"7 Dividend Growth Stocks For August 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1122614377","media":"TheStreet","summary":"These companies are delivering exceptional earnings and dividend growth, and their stocks are tradin","content":"<p>These companies are delivering exceptional earnings and dividend growth, and their stocks are trading at reasonable valuations.</p>\n<p>Last month I started a new series that will rank selections ofDividend Radarstocks and present the seven top-ranked stocks for consideration. Dividend Radar tracks stocks trading on U.S. exchanges with dividend increase streaks of at least five years.</p>\n<p>Each month, I’ll consider different screens to narrow down the more than 750 Dividend Radar stocks. Screens will focus on various aspects of dividend growth investing, such as dividend yield, dividend growth rate, and stock valuation.</p>\n<p>This month, I screened for stocks of companies that have delivered exceptional earnings growth over the last ten years. Additionally, I screened for stocks trading at reasonable valuations and required a 5-year yield on cost (YoC) of at least 3%.</p>\n<p><b>Screening and Ranking</b></p>\n<p>Earnings and earnings growth are the foundation of dividends and dividend growth. Companies could use debt to pay dividends, such as when earnings temporarily are insufficient to cover dividend payouts. Eventually, though, that debt will have to be repaid from earnings, which, presumably and hopefully, would be sufficient to pay off debt and pay the dividend.</p>\n<p>Portfolio Insight provides earnings and earnings growth data that we can monitor to get a sense of a company’s ability to continue paying and increasing dividends. For this month’s article, I considered Non-GAAP EPS compound annual growth rates [CAGRs] for different time frames. Here’s the specific screening formula:</p>\n<p><b>NG EPS 1Y ≥ 10% and NG EPS 3Y ≥ 10% and NG EPS 5Y ≥ 10% and NG EPS 10Y ≥ 10%</b></p>\n<p>Additionally, I screened for stocks trading at reasonable valuations. What I mean by “reasonable” is based on my quality/valuation matrix, which gives preferential treatment to higher quality stocks. Essentially, I’m willing to pay a small premium for the highest quality stocks and I demand a larger discount for lower-quality stocks:</p>\n<p><img src=\"https://static.tigerbbs.com/70d7af9e75bd202d2d9cabb79d04964c\" tg-width=\"1068\" tg-height=\"417\" width=\"100%\" height=\"auto\"></p>\n<p>I calculate <b>Buy Below</b> prices relative to my fair value [FV] estimates based on this quality/valuation matrix.</p>\n<p>Finally, I screened for stocks with a 5-year yield on cost[YoC] above 3%. This metric combines the forward yield and 5-year dividend growth rate [DGR] to determine what your dividend would be relative to today’s stock price after five years of investment, assuming the DGR is maintained.</p>\n<p>Here is a summary of this month’s screens in general terms:</p>\n<ol>\n <li>Exceptional earnings for at least ten years</li>\n <li>Reasonable current valuation</li>\n <li>Reasonable future dividend income</li>\n</ol>\n<p>The latest Dividend Radar(dated July 30, 2021) contains 762 stocks.</p>\n<p>Applying the first (fairly stringent) screen reduces the list to only 87 candidates. (Of these, only 20 pass the second screen and only 11 also survive the third screen).</p>\n<p>I ranked the candidates by sorting their quality scores (determined via DVK Quality Snapshots) in descending order and used the following metrics, in turn, to break ties:</p>\n<ul>\n <li>Simply Safe Dividends' Dividend Safety Scores</li>\n <li><i>S&P Credit Ratings</i></li>\n <li>Dividend Yield</li>\n</ul>\n<p>The tables below show the top seven stocks in rank-order.</p>\n<p><b>7 Top-Ranked Dividend Growth Stocks for August</b></p>\n<p>Here are top-ranked dividend growth stocks that pass this month’s screens:</p>\n<p><img src=\"https://static.tigerbbs.com/e74ac455b7df108e6e1de77ba837a01c\" tg-width=\"865\" tg-height=\"156\" width=\"100%\" height=\"auto\"></p>\n<p>I own the six highlighted stocks in my DivGro portfolio.</p>\n<p>Below, I provide a table with key metrics of interest to dividend growth investors, including the dividend increase streak (<b>Years</b>), the dividend <b>Yield</b> for a recent share <b>Price</b>, and the 5-year dividend growth rate (<b>5-Yr DGR</b>). The <i>Chowder Number</i>(<b>CDN</b>) and 5-year YoC (<b>5-Yr YoC</b>) are measures of a stock’s future total return and dividend income prospects, while the 5-year trailing total returns (<b>5-Yr TTR</b>) is a measure of the stock’s performance over the past five years.</p>\n<p>I also provide thefive quality indicatorsused in determining each stock's quality score (<b>Qual</b>), as well as my FV estimate (<b>Fair Value</b>) to help identify stocks that trade at favorable valuations. The discount/premium column (<b>–Disc/+Prem</b>) shows the discount or premium of a recent share price to my FV estimates. The last column shows my <b>Buy Below</b> price.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f324d83432096c060b5f6c3d8160bb2\" tg-width=\"1240\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Key metrics and fair value estimates of August’s Top 7 Dividend Growth Stocks (includes data sourced from Dividend Radar).</span></p>\n<p>I use a survey approach to derive my FV estimates. I collect FV estimates and price targets from several sources, including Morningstar and Finbox. I also estimate fair valueusing each stock’s five-year average dividend yield. With several estimates and targets available, I ignore the outliers (the lowest and highest values) and use the average of the median and mean of the remaining values as my FV estimate.</p>\n<p>Next, let's look at each stock in turn. All data and graphs are courtesy of Portfolio-Insight.com.</p>\n<p><b>The Home Depot, Inc (HD)</b></p>\n<p>Founded in 1978 and based in Atlanta, Georgia, HD is a home improvement retailer that sells an assortment of building materials, home improvement products, and lawn and garden products. HD provides installation, home maintenance, and professional service programs to do-it-yourself, do-it-for-me, and professional customers.</p>\n<p><img src=\"https://static.tigerbbs.com/6842eea771a305e92d0bb6d957bd57d2\" tg-width=\"1207\" tg-height=\"395\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5f3ed296edb6ead77589b6d4b07cbe5\" tg-width=\"1240\" tg-height=\"547\" width=\"100%\" height=\"auto\"><span>HD non-GAAP EPS and dividends paid (TTM), with stock price overlay</span></p>\n<p><b>Lockheed Martin Corporation (LMT)</b></p>\n<p>Founded in 1909 and headquartered in Bethesda, Maryland, LMT is a global security and aerospace company engaged in the research, design, development, manufacture, integration and sustainment of advanced technology systems. LMT operates through four segments, Aeronautics, Missiles and Fire Control, Rotary and Mission Systems, and Space Systems.</p>\n<p><img src=\"https://static.tigerbbs.com/359b23f2763ac619280d013761595377\" tg-width=\"1211\" tg-height=\"400\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47748a713424d38d792d7a3f143cd43e\" tg-width=\"1240\" tg-height=\"544\" width=\"100%\" height=\"auto\"><span>LMT non-GAAP EPS and dividends paid (TTM), with stock price overlay</span></p>\n<p><b>BlackRock, Inc. (BLK)</b></p>\n<p>BLK is an investment management company that provides a range of investment and risk management services to institutional and retail clients across the world. The company’s offerings include single and multi-asset class portfolios investing in equities, fixed income, alternatives and money market instruments. BLK was founded in 1988 and is based in New York City.</p>\n<p><img src=\"https://static.tigerbbs.com/3c563eda1121ff8577ac7143aa5dce6b\" tg-width=\"1211\" tg-height=\"397\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/35801c7a805cdb486138d656804ecff2\" tg-width=\"1240\" tg-height=\"547\" width=\"100%\" height=\"auto\"></p>\n<p><b>Lowe's Companies, Inc. (LOW)</b></p>\n<p>LOW is a home improvement retailer. The company offers a complete line of products for maintenance, repair, remodeling, and home decorating. It also offers installation services through independent contractors, as well as extended protection plans and repair services. LOW was founded in 1946 and is based in Mooresville, North Carolina.</p>\n<p><img src=\"https://static.tigerbbs.com/fac3795d1f098c20a7134b2ba6385f26\" tg-width=\"1214\" tg-height=\"401\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf243f7d5e513612959d20eac51de310\" tg-width=\"1240\" tg-height=\"552\" width=\"100%\" height=\"auto\"><span>LOW non-GAAP EPS and dividends paid (TTM), with stock price overlay</span></p>\n<p><b>Northrop Grumman Corporation (NOC)</b></p>\n<p>Founded in 1939 and based in Falls Church, Virginia, NOC is a leading global security company with both government and commercial customers. NOC provides systems, products, and solutions in unmanned systems; cyber security; command, control, communications and computers intelligence; surveillance and reconnaissance; and logistics and modernization.</p>\n<p><img src=\"https://static.tigerbbs.com/8d3c9d83f1ce89ce88fbc4db0563e90c\" tg-width=\"1210\" tg-height=\"399\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed575536c4cdb7b3eefe171a50640922\" tg-width=\"1240\" tg-height=\"546\" width=\"100%\" height=\"auto\"><span>NOC non-GAAP EPS and dividends paid (TTM), with stock price overlay</span></p>\n<p><b>The Allstate Corporation (ALL)</b></p>\n<p>Founded in 1931 and headquartered in Northbrook, Illinois, ALL is a holding company engaged in property-liability insurance and life insurance in the United States and Canada. The company sells insurance products covering automobiles, homes, and other properties under the Allstate, Esurance, and Encompass brand names. It also sells life insurance and voluntary accident and health insurance products.</p>\n<p><img src=\"https://static.tigerbbs.com/2d9e2dcf663b98cc621720a0351a3cf9\" tg-width=\"1212\" tg-height=\"398\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8d93c9b392e2af4424e59a71fe1333c\" tg-width=\"1240\" tg-height=\"551\" width=\"100%\" height=\"auto\"><span>ALL non-GAAP EPS and dividends paid (TTM), with stock price overlay</span></p>\n<p><b>L3Harris Technologies, Inc. (LHX)</b></p>\n<p>LHX, an aerospace and defense technology company, provides mission-critical solutions for government and commercial customers worldwide. The company operates in four segments: Integrated Mission Systems, Space and Airborne Systems, Communication Systems, and Aviation Systems. LHX was founded in 1895 and is headquartered in Melbourne, Florida.</p>\n<p><img src=\"https://static.tigerbbs.com/5231f6010e48ff033da34b6f76ed3e2b\" tg-width=\"1212\" tg-height=\"400\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/182d5456cf84b655db04ad703cc681d4\" tg-width=\"1240\" tg-height=\"552\" width=\"100%\" height=\"auto\"><span>LHX non-GAAP EPS and dividends paid (TTM), with stock price overlay</span></p>\n<p><b>Concluding Remarks</b></p>\n<p><img src=\"https://static.tigerbbs.com/fbb1e63ebd49ef16583c3992662d1c4f\" tg-width=\"1240\" tg-height=\"359\" width=\"100%\" height=\"auto\"></p>\n<p>In this article, I ranked reasonably valued dividend growth stocks in Dividend Radar that have maintained Non-GAAP EPS growth rates of at least 10% for the past ten years. I also required a 5-year YoC of at least 3%.</p>\n<p>I own six of this month’s stocks. With the exception of my ALL position, my positions are all full-sized positions as determined by my dynamic and flexible portfolio target weighting strategy. ALL is underweight and I would need to add about 75 shares to make if a full-sized position. Given ALL’s 18% discount, it appears to be a good time to do so!</p>\n<p>I don’t own LHX and it looks like an interesting candidate to consider, though I prefer to open new positions when they offer 5-Year YoC’s of at least 4%. Nevertheless, LHX have impressive growth prospects and a low payout ratio, so I’m going to spend some time researching the stock.</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>7 Dividend Growth Stocks For August 2021</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\">\n7 Dividend Growth Stocks For August 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 11:21 GMT+8 <a href=https://www.thestreet.com/dividendstrategists/dividend-ideas/7-dividend-growth-stocks-for-august-2021><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These companies are delivering exceptional earnings and dividend growth, and their stocks are trading at reasonable valuations.\nLast month I started a new series that will rank selections ofDividend ...</p>\n\n<a href=\"https://www.thestreet.com/dividendstrategists/dividend-ideas/7-dividend-growth-stocks-for-august-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMT":"洛克希德马丁","NOC":"诺斯罗普格鲁曼","LHX":"L3Harris Technologies Inc","BLK":"贝莱德","LOW":"劳氏","ALL":"好事达","HD":"家得宝"},"source_url":"https://www.thestreet.com/dividendstrategists/dividend-ideas/7-dividend-growth-stocks-for-august-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122614377","content_text":"These companies are delivering exceptional earnings and dividend growth, and their stocks are trading at reasonable valuations.\nLast month I started a new series that will rank selections ofDividend Radarstocks and present the seven top-ranked stocks for consideration. Dividend Radar tracks stocks trading on U.S. exchanges with dividend increase streaks of at least five years.\nEach month, I’ll consider different screens to narrow down the more than 750 Dividend Radar stocks. Screens will focus on various aspects of dividend growth investing, such as dividend yield, dividend growth rate, and stock valuation.\nThis month, I screened for stocks of companies that have delivered exceptional earnings growth over the last ten years. Additionally, I screened for stocks trading at reasonable valuations and required a 5-year yield on cost (YoC) of at least 3%.\nScreening and Ranking\nEarnings and earnings growth are the foundation of dividends and dividend growth. Companies could use debt to pay dividends, such as when earnings temporarily are insufficient to cover dividend payouts. Eventually, though, that debt will have to be repaid from earnings, which, presumably and hopefully, would be sufficient to pay off debt and pay the dividend.\nPortfolio Insight provides earnings and earnings growth data that we can monitor to get a sense of a company’s ability to continue paying and increasing dividends. For this month’s article, I considered Non-GAAP EPS compound annual growth rates [CAGRs] for different time frames. Here’s the specific screening formula:\nNG EPS 1Y ≥ 10% and NG EPS 3Y ≥ 10% and NG EPS 5Y ≥ 10% and NG EPS 10Y ≥ 10%\nAdditionally, I screened for stocks trading at reasonable valuations. What I mean by “reasonable” is based on my quality/valuation matrix, which gives preferential treatment to higher quality stocks. Essentially, I’m willing to pay a small premium for the highest quality stocks and I demand a larger discount for lower-quality stocks:\n\nI calculate Buy Below prices relative to my fair value [FV] estimates based on this quality/valuation matrix.\nFinally, I screened for stocks with a 5-year yield on cost[YoC] above 3%. This metric combines the forward yield and 5-year dividend growth rate [DGR] to determine what your dividend would be relative to today’s stock price after five years of investment, assuming the DGR is maintained.\nHere is a summary of this month’s screens in general terms:\n\nExceptional earnings for at least ten years\nReasonable current valuation\nReasonable future dividend income\n\nThe latest Dividend Radar(dated July 30, 2021) contains 762 stocks.\nApplying the first (fairly stringent) screen reduces the list to only 87 candidates. (Of these, only 20 pass the second screen and only 11 also survive the third screen).\nI ranked the candidates by sorting their quality scores (determined via DVK Quality Snapshots) in descending order and used the following metrics, in turn, to break ties:\n\nSimply Safe Dividends' Dividend Safety Scores\nS&P Credit Ratings\nDividend Yield\n\nThe tables below show the top seven stocks in rank-order.\n7 Top-Ranked Dividend Growth Stocks for August\nHere are top-ranked dividend growth stocks that pass this month’s screens:\n\nI own the six highlighted stocks in my DivGro portfolio.\nBelow, I provide a table with key metrics of interest to dividend growth investors, including the dividend increase streak (Years), the dividend Yield for a recent share Price, and the 5-year dividend growth rate (5-Yr DGR). The Chowder Number(CDN) and 5-year YoC (5-Yr YoC) are measures of a stock’s future total return and dividend income prospects, while the 5-year trailing total returns (5-Yr TTR) is a measure of the stock’s performance over the past five years.\nI also provide thefive quality indicatorsused in determining each stock's quality score (Qual), as well as my FV estimate (Fair Value) to help identify stocks that trade at favorable valuations. The discount/premium column (–Disc/+Prem) shows the discount or premium of a recent share price to my FV estimates. The last column shows my Buy Below price.\nKey metrics and fair value estimates of August’s Top 7 Dividend Growth Stocks (includes data sourced from Dividend Radar).\nI use a survey approach to derive my FV estimates. I collect FV estimates and price targets from several sources, including Morningstar and Finbox. I also estimate fair valueusing each stock’s five-year average dividend yield. With several estimates and targets available, I ignore the outliers (the lowest and highest values) and use the average of the median and mean of the remaining values as my FV estimate.\nNext, let's look at each stock in turn. All data and graphs are courtesy of Portfolio-Insight.com.\nThe Home Depot, Inc (HD)\nFounded in 1978 and based in Atlanta, Georgia, HD is a home improvement retailer that sells an assortment of building materials, home improvement products, and lawn and garden products. HD provides installation, home maintenance, and professional service programs to do-it-yourself, do-it-for-me, and professional customers.\n\nHD non-GAAP EPS and dividends paid (TTM), with stock price overlay\nLockheed Martin Corporation (LMT)\nFounded in 1909 and headquartered in Bethesda, Maryland, LMT is a global security and aerospace company engaged in the research, design, development, manufacture, integration and sustainment of advanced technology systems. LMT operates through four segments, Aeronautics, Missiles and Fire Control, Rotary and Mission Systems, and Space Systems.\n\nLMT non-GAAP EPS and dividends paid (TTM), with stock price overlay\nBlackRock, Inc. (BLK)\nBLK is an investment management company that provides a range of investment and risk management services to institutional and retail clients across the world. The company’s offerings include single and multi-asset class portfolios investing in equities, fixed income, alternatives and money market instruments. BLK was founded in 1988 and is based in New York City.\n\nLowe's Companies, Inc. (LOW)\nLOW is a home improvement retailer. The company offers a complete line of products for maintenance, repair, remodeling, and home decorating. It also offers installation services through independent contractors, as well as extended protection plans and repair services. LOW was founded in 1946 and is based in Mooresville, North Carolina.\n\nLOW non-GAAP EPS and dividends paid (TTM), with stock price overlay\nNorthrop Grumman Corporation (NOC)\nFounded in 1939 and based in Falls Church, Virginia, NOC is a leading global security company with both government and commercial customers. NOC provides systems, products, and solutions in unmanned systems; cyber security; command, control, communications and computers intelligence; surveillance and reconnaissance; and logistics and modernization.\n\nNOC non-GAAP EPS and dividends paid (TTM), with stock price overlay\nThe Allstate Corporation (ALL)\nFounded in 1931 and headquartered in Northbrook, Illinois, ALL is a holding company engaged in property-liability insurance and life insurance in the United States and Canada. The company sells insurance products covering automobiles, homes, and other properties under the Allstate, Esurance, and Encompass brand names. It also sells life insurance and voluntary accident and health insurance products.\n\nALL non-GAAP EPS and dividends paid (TTM), with stock price overlay\nL3Harris Technologies, Inc. (LHX)\nLHX, an aerospace and defense technology company, provides mission-critical solutions for government and commercial customers worldwide. The company operates in four segments: Integrated Mission Systems, Space and Airborne Systems, Communication Systems, and Aviation Systems. LHX was founded in 1895 and is headquartered in Melbourne, Florida.\n\nLHX non-GAAP EPS and dividends paid (TTM), with stock price overlay\nConcluding Remarks\n\nIn this article, I ranked reasonably valued dividend growth stocks in Dividend Radar that have maintained Non-GAAP EPS growth rates of at least 10% for the past ten years. I also required a 5-year YoC of at least 3%.\nI own six of this month’s stocks. With the exception of my ALL position, my positions are all full-sized positions as determined by my dynamic and flexible portfolio target weighting strategy. ALL is underweight and I would need to add about 75 shares to make if a full-sized position. Given ALL’s 18% discount, it appears to be a good time to do so!\nI don’t own LHX and it looks like an interesting candidate to consider, though I prefer to open new positions when they offer 5-Year YoC’s of at least 4%. Nevertheless, LHX have impressive growth prospects and a low payout ratio, so I’m going to spend some time researching the stock.","news_type":1,"symbols_score_info":{"LOW":0.9,"HD":0.9,"BLK":0.9,"LHX":0.9,"LMT":0.9,"NOC":0.9,"ALL":0.9}},"isVote":1,"tweetType":1,"viewCount":3036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807160662,"gmtCreate":1628006662156,"gmtModify":1703499597064,"author":{"id":"3582629808245810","authorId":"3582629808245810","name":"VVTZ","avatar":"https://static.tigerbbs.com/2a29e08a133febe21814a6f15264733d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582629808245810","idStr":"3582629808245810"},"themes":[],"htmlText":"Go go Apple!","listText":"Go go Apple!","text":"Go go Apple!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/807160662","repostId":"1171505764","repostType":4,"isVote":1,"tweetType":1,"viewCount":2261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}