Jon777的个人主页 - 老虎社区

Jon777

Jon777

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2021-04-28

$NIO Inc.(NIO)$Hold on tight

2021-04-28

Gogo

抱歉，原内容已删除

2021-04-16

What happen to $nio

2021-04-15

$NIO Inc.(NIO)$No fear

2021-04-15

Gogogo

2021-04-13

$Marathon Digital Holdings Inc(MARA)$Gogogo

2021-04-13

Coming back

2021-04-12

A lot of potential in this company

2021-04-12

Where is the bulls

2021-04-11

In my watchlist

2021-04-10

Online better might be a better option

抱歉，原内容已删除

2021-04-10

Great for all ev

抱歉，原内容已删除

2021-04-10

$Golden Nugget Online Gaming, Inc.(GNOG)$Coming back

2021-04-09

$Golden Nugget Online Gaming, Inc.(GNOG)$Finally broke resistance

2021-04-09

Finally break resistance

2021-04-09

Market is looking good after the fed talk

2021-04-08

Looking good

2021-04-07

Break of resistance

2021-04-06

$Tesla Motors(TSLA)$Recovery started?

2021-04-06

Meme stocks over?

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over?","images":[{"img":"https://static.tigerbbs.com/ea2617d33c916d7a646491f529e4482d","width":"1125","height":"3547"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343142319","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":352956048,"gmtCreate":1616879598784,"gmtModify":1634523696933,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>no problem","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>no problem","text":"$NIO Inc.(NIO)$no problem","images":[{"img":"https://static.tigerbbs.com/c6a299771a0fb00f9caf7361ca23bde1","width":"1242","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/352956048","isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":382306656,"gmtCreate":1613357495975,"gmtModify":1634553873915,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>1 of the bullish trade I have","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>1 of the bullish trade I have","text":"$NIO Inc.(NIO)$1 of the bullish trade I have","images":[{"img":"https://static.tigerbbs.com/4882c1b823787306f51355e03897d0e1","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/382306656","isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":359635300,"gmtCreate":1616390705500,"gmtModify":1634526090443,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"title":"","htmlText":"Please help comment","listText":"Please help comment","text":"Please help comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/359635300","repostId":"2121145191","repostType":4,"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575141057639271","authorId":"3575141057639271","name":"Daveb","avatar":"https://static.tigerbbs.com/61df162e1597f1b5a6a6bfb13d7d92f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575141057639271","authorIdStr":"3575141057639271"},"content":"I wont be trading it and to even suggest that in 4 years Tesla will be worth 500% more than it is today smacks of manipulation.","text":"I wont be trading it and to even suggest that in 4 years Tesla will be worth 500% more than it is today smacks of manipulation.","html":"I wont be trading it and to even suggest that in 4 years Tesla will be worth 500% more than it is today smacks of manipulation."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326701877,"gmtCreate":1615705333799,"gmtModify":1703492276840,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>Bitcoin to the moon","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>Bitcoin to the moon","text":"$Marathon Digital Holdings Inc(MARA)$Bitcoin to the moon","images":[{"img":"https://static.tigerbbs.com/b1bfd72dba63ebcb1378d9bcade2a6a6","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/326701877","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340388915,"gmtCreate":1617339482937,"gmtModify":1634521320991,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"title":"","htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/340388915","repostId":"1126549174","repostType":4,"repost":{"id":"1126549174","kind":"news","pubTimestamp":1617324814,"share":"https://www.laohu8.com/m/news/1126549174?lang=zh_CN&edition=full","pubTime":"2021-04-02 08:53","market":"us","language":"en","title":"Lion? Lamb? March's best stocks, strategies into April<blockquote>狮子？羊羔？三月最佳股票，四月策略</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126549174","media":"seeking alpha","summary":"Not your typical March as the month came 'in like a lamb, and out like a lion.' No, we aren’tdiscuss","content":"<p><ul>  <li>Not your typical March as the month came 'in like a lamb, and out like a lion.' No, we aren’tdiscussing precipitation in March, but the precipitous equity market behavior for the U.S stock market on the precipice of all-time highs and what that means for the top stocks moving into April.</li>  <li>The inverse of the ancient meteorological proverb aptly describes this past month’shedge fund blowup, a once-in-a generationcanal blockageof worldwide trade, aFed pivot, a treasurymarket selloff, historicelectric vehicleandmarijuana legislation, SPAC-mania, the 1-year anniversary of the pandemic-fueled market selloff and a 6% monthly trough to peak move in the S&amp;P 500(NYSEARCA:SPY). That led high beta names to lag in the latter half. But what strategy or selection of stocks would have served you best for the month?</li> </ul> <img src=\"https://static.tigerbbs.com/7e8fb5e2cc1f94dd1e56cfa3805a032c\" tg-width=\"1280\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>这不是典型的三月，因为这个月“像羔羊一样进来，像狮子一样出来”。不，我们讨论的不是三月份的降水，而是美国股市在历史高点边缘的急剧股市行为，以及这对进入四月份的顶级股票意味着什么。</li><li>这句古老的气象谚语的反义词恰当地描述了过去一个月的对冲基金爆炸事件、全球贸易百年一遇的渠道堵塞、aFed pivot、国债市场抛售、历史性的电动汽车和大麻立法、SPAC 狂热、大流行病引发的市场抛售一周年以及标普500每月 6% 的低谷到峰值波动（NYSEARCA:SPY）。这导致高测试版名称在下半年落后。但是什么策略或股票选择最适合你这个月呢？</li></ul></blockquote></p><p> <i>High beta stocks lagged more stable names toward month-end</i></p><p><blockquote><i>月底，高贝塔股票落后于更稳定的股票</i></blockquote></p><p> <ul>  <li>The exogenous events described above can throw a wrench into any defined strategy, whether you’re a value or growth investor, play momentum, sentiment, technicals or earnings revisions, or just buy what you know. What explicit strategy would have told you to be long Hartford Financial(NYSE:HIG), Nucor(NYSE:NUE)or Kansas City Southern(NYSE:KSU), and either short or unexposed to Penn National, Discovery Inc.(NASDAQ:DISCA)and Viacom(NASDAQ:VIAC), the respective winners and losers in the S&amp;P 500 in March?</li>  <li>The answer for the above six is insider trading, which we do not condone for obvious reasons.M&amp;A(twice), aboveconsensus earnings,political uncertaintyandhedge fund implosionsdictated the above fortunes and misfortunes.</li>  <li>But to outperform the broader market, the answer this month was value investing. So much so, thatone fascinating aspect of Marchwas how the standard “value stocks” started to screen as “momentum” – those stocks that have registered the strongest performance over the past 12 months. Value, in fact, has been so strong, that the last time they screened as momentum was more than 5 years ago.</li> </ul> <img src=\"https://static.tigerbbs.com/4b8f03b27e94be3c947993777fe46d91\" tg-width=\"537\" tg-height=\"192\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>无论你是价值投资者还是成长型投资者，无论你是玩动量、情绪、技术面还是盈利修正，或者只是买你知道的东西，上述外生事件都会给任何既定的策略带来麻烦。什么样的明确策略会告诉你做多 Hartford Financial (NYSE:HIG)、Nucor (NYSE:NUE) 或 Kansas City Southern (NYSE:KSU)，而做空或不做多 Penn National、Discovery Inc.（纳斯达克股票代码：DISCA）和维亚康姆（纳斯达克股票代码：VIAC），分别是三月份标普500的赢家和输家？</li><li>上述六个问题的答案是内幕交易，出于显而易见的原因，我们不会宽恕这种行为。并购（两次）、高于市场共识的收益、政治不确定性和对冲基金内爆决定了上述命运和不幸。</li><li>但要跑赢大盘，本月的答案是价值投资。因此，3 月份的一个引人入胜的方面是，标准的 “价值股 ”开始被筛选为 “势头股 ”--过去 12 个月中表现最强劲的股票。事实上，Value 一直如此强劲，以至于他们上一次被筛选为 momentum 已经是 5 年多前了。</li></ul></blockquote></p><p> <ul>  <li>And it’s not just March. Value is the best performing factor strategy this year, up nearly 20%. It narrowly beat the performance of the highest levered stocks – those with the highest ratio of debt/total assets – curious bedfellows.</li>  <li>Value itself is not a monolith. It comes in varying forms. For March, a strategy whereby you long stocks in the highest quartile for Ebitda/Enterprise ratios and short those in the lowest quartile returned more than 9%.&nbsp; However, that same strategy in March of last year was the 3rd-worst performing among the 30 factors covered by S&amp;P Global, which could mean some old-fashion mean reversion could have been at play after years of underperformance in the value category.</li> </ul> <img src=\"https://static.tigerbbs.com/a753605a6759d9162a39c2c29cbb5763\" tg-width=\"906\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>不仅仅是三月。价值是今年表现最好的因子策略，上涨近20%。它以微弱优势击败了杠杆率最高的股票——债务/总资产比率最高的股票——好奇的同床异梦。</li><li>价值本身并不是铁板一块。它有多种形式。3月份，一种策略，即做多Ebitda/企业比率最高四分位数的股票，做空最低四分位数的股票，回报率超过9%。然而，去年3月的同一策略在S&amp;P Global涵盖的30个因素中表现第三差，这可能意味着在价值类别多年表现不佳后，一些老式的均值回归可能正在发挥作用。</li></ul></blockquote></p><p> <i>Source: S&amp;P Global</i></p><p><blockquote><i>资料来源：标准普尔全球</i></blockquote></p><p> <ul>  <li>We looked at some specific stocks that performed well, just using the Seeking Alphascreener paired with our proprietary Quant ratings, which happen to have atrack record of outperformancesince inception in 2010. We screened for stocks in the U.S., with more than $500 million market cap, a value rating of A or greater that screened with a bullish or very bullish quant rating.</li> </ul> <img src=\"https://static.tigerbbs.com/92f4e08c81e69bcc72ab4bbe4b6d3386\" tg-width=\"1084\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>我们研究了一些表现良好的特定股票，仅使用 Seeking Alphascreener 与我们专有的量化评级相结合，这些股票自 2010 年成立以来恰好拥有 atrack 的优异表现记录。我们筛选了市值超过 5 亿美元、价值评级为 A 或更高的美国股票，并筛选了看涨或非常看涨的量化评级。</li></ul></blockquote></p><p> <ul>  <li>The top 5 performing names in March that screened in the above criteria at the beginning of March registered more than 15% returns in the month, led by TimkenSteel(NYSE:TMST)at 40%, Amneal Pharma(NYSE:AMRX), Resideo Technologies(NYSE:REZI), Super Micro Computer(NASDAQ:SMCI)and Jabil(NYSE:JBL). That compares to the S&amp;P ‘s 4.26% return.</li> </ul> <img src=\"https://static.tigerbbs.com/0b1888173c43e95e5960c33d68bbb0fc\" tg-width=\"578\" tg-height=\"660\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>3 月初根据上述标准筛选的 3 月份表现排名前 5 的公司当月回报率超过 15%，其中铁姆肯钢铁 (NYSE:TMST) 领先，回报率为 40%，Amneal Pharma (NYSE:AMRX)、Resideo Technologies (NYSE:REZI)、超级微型计算机（纳斯达克股票代码：SMCI）和捷普（纽约证券交易所股票代码：JBL）。相比之下，标准普尔的回报率为4.26%。</li></ul></blockquote></p><p></p><p> <ul>  <li>Of note, 3 of the 12 highest performing names were homebuilders, though their ratings weren’t lifted to a bullish rating until a third of the month had passed. One, Green Brick(NASDAQ:GRBK), was featured among the best value picks by Seeking Alpha's&nbsp;head of quantitative strategies, Steven Cress, in his September discussionabout how many value names screened better than mega-cap tech, like Microsoft(NASDAQ:MSFT)and Apple(NASDAQ:AAPL).</li>  <li>Beyond picking individual stocks, allocating to ETFs that focused on this strategy would have yielded an approximate 6.3% return, outperforming the S&amp;P 500(SP500)by 200bps. The largest value ETFs, found viaSA’s ETF screener,include Vanguard Value ETF(NYSEARCA:VTV), iShares S&amp;P 500 value ETF(NYSEARCA:IVE)&nbsp; and SPDR Portfolio S&amp;P 500 value ETF(NYSEARCA:SPYV), with performance across the instruments of 6.3% during March. That compared with the Vanguard S&amp;P 500 ETF&nbsp;(NYSEARCA:VOO)up 2.75% on the month.</li> </ul> <ul>  <li>Another value ETF, the iShares Russell 1000 Value ETF(NYSEARCA:IWD), lagged at 4.9%. Hamstringing its performance was likely the higher concentration in tech, which was impacted by the aforementioned treasury selloff this month. Higher interest rates hit growth names particularly hard. Compared to VTV, which boasts 3x more of a concentration in financials than in tech, IWD is nearer to 2x. The tech-heavy Nasdaq composite rose just 0.4% in March. The Invesco QQQ ETF(NASDAQ:QQQ), which tracks large cap tech, was down 1.6% on the month.</li> </ul> The Future</p><p><blockquote><ul><li>值得注意的是，在表现最好的 12 家公司中，有 3 家是住宅建筑商，不过它们的评级直到本月的三分之一才被上调至看涨评级。其中之一是 Green Brick（纳斯达克股票代码：GRBK），Seeking Alpha 量化策略主管 Steven Cress 在 9 月份的讨论中，讨论了有多少价值公司比微软（纳斯达克股票代码：MSFT）和苹果（纳斯达克股票代码：AAPL）等大型科技公司筛选得更好。</li><li>除了挑选个股之外，配置专注于该策略的 ETF 将产生约 6.3% 的回报率，比标普500 (SP500) 高出 200 个基点。viaSA 的 ETF 筛选器发现，最大的价值 ETF 包括先锋价值 ETF（NYSEARCA:VTV）、iShares 标普500价值 ETF（NYSEARCA:IVE）和 SPDR 投资组合标普500价值 ETF（NYSEARCA:SPYV），3 月份这些工具的表现均为 6.3%。相比之下，先锋标普500 ETF (NYSEARCA:VOO) 本月上涨了 2.75%。</li></ul><ul><li>另一只价值 ETF iShares Russell 1000 价值 ETF (NYSEARCA:IWD) 落后于 4.9%。阻碍其业绩的可能是科技股的更高集中度，而科技股受到本月上述国债抛售的影响。利率上升对成长型公司的打击尤为严重。VTV 在金融领域的集中度是科技领域的 3 倍，而 IWD 则接近 2 倍。以科技股为主的纳斯达克综合指数 3 月份仅上涨 0.4%。追踪大型科技股的景顺 QQQ ETF（纳斯达克股票代码：QQQ）本月下跌 1.6%。</li></ul>未来</blockquote></p><p> <ul>  <li>And how does that set up for April? Something to consider is seasonality --not surprising given the beginning of earnings season in just two weeks, which may set the tone. It is also bullish: Since 1928, April is the second-best month of average returns of the year, BofA analysts wrote this week.</li>  <li>And on a shorter-term horizon, there is seasonality intra-month. The analysts also surfaced research that the first 10 days of each month typically outperform the last 10. That pattern for January-March has already held. But for April more broadly, LPL Financial’s Ryan Detrick highlighted that in the last 15 years, the S&amp;P 500 has closed higher in 14 of those 15 Aprils.</li>  <li>That isn’t to say that value specifically will outperform, but it speaks broadly to market and portfolio performance. Morgan Stanley in a late March note remarked that “violent rotations” left many portfolios “gored” this year despite the fact that the rotations themselves were “fundamentally triggered.” They upgraded Consumer Staples names as part of that note to account for their expectations that inflation, personal income and GDP rates of growth will slow in the quarter/quarter and year/year comparisons to come.</li>  <li>If you believe, like JP Morgan analysts, that the trends for value will remain intact and that the risks for a pullback are low, it may be worth screening some stocks to determine the best opportunity for your portfolio.</li>  <li>When we conducted an analysis with the highest quant rating using the above screen criteria (expanded to include names outside the U.S.) the stocks appear to your humble author to be bets on a global recovery. Shipowner Danaos Corp.(NYSE:DAC), Resolute Forest Products(NYSE:RFP), TimkenSteel (TMST), publisher Gannett Co.(NYSE:GCI)and Barclays PLC(NYSE:BCS). Danaos just so happens to be relevant to therecent Suez Canal blockage.</li>  <li>For those who fancy stocks with a heftier market cap (i.e. &gt;$5B), BNP Paribas(OTCQX:BNPQY), Impala Platinum(OTCQX:IMPUY), ING Groep(NYSE:ING)and Vale S.A.(NYSE:VALE)are among those on the list; cyclical names if you had to name any.</li> </ul> <img src=\"https://static.tigerbbs.com/93d46ccc40c50c865d9caa7e49cbfe9e\" tg-width=\"1064\" tg-height=\"352\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>四月份的情况如何？需要考虑的是季节性——考虑到财报季还有两周就开始了，这并不奇怪，这可能会定下基调。美国银行分析师本周写道，自 1928 年以来，4 月份是全年平均回报率第二高的月份。</li><li>从短期来看，月内存在季节性。分析师还浮出水面的研究表明，每个月的前 10 天通常会优于最后 10 天。一月至三月的这种模式已经持续下去。但对于更广泛的 4 月份，LPL Financial 的 Ryan Detrick 强调说，在过去 15 年中，标普500有 14 个 4 月份收盘走高。</li><li>这并不是说价值会跑赢大盘，但它从广义上讲说明了市场和投资组合的表现。摩根士丹利（Morgan Stanley）在 3 月底的一份报告中指出，尽管轮换本身 “从根本上触发了 ”，但 “暴力轮换 ”今年让许多投资组合 “血肉模糊”。作为该说明的一部分，他们升级了消费必需品的名称，以反映他们的预期，即通胀、个人收入和GDP增长率将在未来的季度/季度和年/年比较中放缓。</li><li>如果您像摩根大通分析师一样相信价值趋势将保持不变，并且回调的风险很低，那么可能值得筛选一些股票，以确定您投资组合的最佳机会。</li><li>当我们使用上述屏幕标准（扩展到包括美国以外的名称）进行最高量化评级的分析时，在您谦逊的作者看来，这些股票似乎是对全球复苏的押注。船东 Danaos Corp.（纽约证券交易所股票代码：DAC）、Resolute Forest Products（纽约证券交易所股票代码：RFP）、铁姆肯钢铁公司（TMST）、出版商 Gannett Co.（纽约证券交易所股票代码：GCI）和巴克莱银行（纽约证券交易所股票代码：BCS）。达瑙斯恰好与最近的苏伊士运河堵塞有关。</li><li>对于那些喜欢市值较大（即&gt;$5B）的股票的人来说，法国巴黎银行（OTCQX:BNPQY）、Impala Platinum（OTCQX:IMPUY）、荷兰国际集团（NYSE:ING）和淡水河谷公司（NYSE:ING）都在名单上；循环名称，如果你必须命名的话。</li></ul></blockquote></p><p> <ul>  <li>Stocks screened in a vacuum may not make sense without looking more broadly. BNP Paribas in its latest outlook piece is &nbsp;“more optimistic” about global growth than they were 3 months ago, with U.S. forecasts “up sharply.” And just this past week, U.S. President Bidenput forth an ambitious infrastructure plan, which calls for additional stimulus to be added to the economy. Naturally, it is subject to political will and there are risks it dies on the vine or passes the Senate in some slimmed down version. But BofA, in discussing the prospects for further stimulus, advised owning GDP-sensitive cyclical stocks, that are strong on value, and benefit from higher capital expenditures.</li>  <li>Stay tuned next month for another look at the best stocks and strategies. There’s also something to be gleaned by how at year-end, thesame companies keep making appearances&nbsp; on the winners and losers lists.</li> </ul></p><p><blockquote><ul><li>如果不进行更广泛的观察，在真空中筛选的股票可能没有意义。法国巴黎银行（BNP Paribas）在其最新的展望文章中对全球经济增长比三个月前 “更加乐观”，美国的经济增长预测 “大幅上升”。就在上周，美国总统拜登提出了一项雄心勃勃的基础设施计划，为经济提供额外的刺激评级。自然，它取决于政治意愿，并且有可能死在藤蔓上，或者以某种精简版本在参议院获得通过。但美国银行在讨论进一步刺激的前景时建议持有对 GDP 敏感的周期性股票，这些股票价值强劲，并受益于更高的资本支出。</li><li>请继续关注下个月的最佳股票和策略。年底，同样的公司如何不断出现在赢家和输家名单上，这也值得我们深思。</li></ul></blockquote></p><p></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>Lion? Lamb? March's best stocks, strategies into April<blockquote>狮子？羊羔？三月最佳股票，四月策略</blockquote></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\">\nLion? Lamb? March's best stocks, strategies into April<blockquote>狮子？羊羔？三月最佳股票，四月策略</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seeking alpha</strong><span class=\"h-time small\">2021-04-02 08:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Not your typical March as the month came 'in like a lamb, and out like a lion.' No, we aren’tdiscussing precipitation in March, but the precipitous equity market behavior for the U.S stock market on the precipice of all-time highs and what that means for the top stocks moving into April.</li>  <li>The inverse of the ancient meteorological proverb aptly describes this past month’shedge fund blowup, a once-in-a generationcanal blockageof worldwide trade, aFed pivot, a treasurymarket selloff, historicelectric vehicleandmarijuana legislation, SPAC-mania, the 1-year anniversary of the pandemic-fueled market selloff and a 6% monthly trough to peak move in the S&amp;P 500(NYSEARCA:SPY). That led high beta names to lag in the latter half. But what strategy or selection of stocks would have served you best for the month?</li> </ul> <img src=\"https://static.tigerbbs.com/7e8fb5e2cc1f94dd1e56cfa3805a032c\" tg-width=\"1280\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>这不是典型的三月，因为这个月“像羔羊一样进来，像狮子一样出来”。不，我们讨论的不是三月份的降水，而是美国股市在历史高点边缘的急剧股市行为，以及这对进入四月份的顶级股票意味着什么。</li><li>这句古老的气象谚语的反义词恰当地描述了过去一个月的对冲基金爆炸事件、全球贸易百年一遇的渠道堵塞、aFed pivot、国债市场抛售、历史性的电动汽车和大麻立法、SPAC 狂热、大流行病引发的市场抛售一周年以及标普500每月 6% 的低谷到峰值波动（NYSEARCA:SPY）。这导致高测试版名称在下半年落后。但是什么策略或股票选择最适合你这个月呢？</li></ul></blockquote></p><p> <i>High beta stocks lagged more stable names toward month-end</i></p><p><blockquote><i>月底，高贝塔股票落后于更稳定的股票</i></blockquote></p><p> <ul>  <li>The exogenous events described above can throw a wrench into any defined strategy, whether you’re a value or growth investor, play momentum, sentiment, technicals or earnings revisions, or just buy what you know. What explicit strategy would have told you to be long Hartford Financial(NYSE:HIG), Nucor(NYSE:NUE)or Kansas City Southern(NYSE:KSU), and either short or unexposed to Penn National, Discovery Inc.(NASDAQ:DISCA)and Viacom(NASDAQ:VIAC), the respective winners and losers in the S&amp;P 500 in March?</li>  <li>The answer for the above six is insider trading, which we do not condone for obvious reasons.M&amp;A(twice), aboveconsensus earnings,political uncertaintyandhedge fund implosionsdictated the above fortunes and misfortunes.</li>  <li>But to outperform the broader market, the answer this month was value investing. So much so, thatone fascinating aspect of Marchwas how the standard “value stocks” started to screen as “momentum” – those stocks that have registered the strongest performance over the past 12 months. Value, in fact, has been so strong, that the last time they screened as momentum was more than 5 years ago.</li> </ul> <img src=\"https://static.tigerbbs.com/4b8f03b27e94be3c947993777fe46d91\" tg-width=\"537\" tg-height=\"192\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>无论你是价值投资者还是成长型投资者，无论你是玩动量、情绪、技术面还是盈利修正，或者只是买你知道的东西，上述外生事件都会给任何既定的策略带来麻烦。什么样的明确策略会告诉你做多 Hartford Financial (NYSE:HIG)、Nucor (NYSE:NUE) 或 Kansas City Southern (NYSE:KSU)，而做空或不做多 Penn National、Discovery Inc.（纳斯达克股票代码：DISCA）和维亚康姆（纳斯达克股票代码：VIAC），分别是三月份标普500的赢家和输家？</li><li>上述六个问题的答案是内幕交易，出于显而易见的原因，我们不会宽恕这种行为。并购（两次）、高于市场共识的收益、政治不确定性和对冲基金内爆决定了上述命运和不幸。</li><li>但要跑赢大盘，本月的答案是价值投资。因此，3 月份的一个引人入胜的方面是，标准的 “价值股 ”开始被筛选为 “势头股 ”--过去 12 个月中表现最强劲的股票。事实上，Value 一直如此强劲，以至于他们上一次被筛选为 momentum 已经是 5 年多前了。</li></ul></blockquote></p><p> <ul>  <li>And it’s not just March. Value is the best performing factor strategy this year, up nearly 20%. It narrowly beat the performance of the highest levered stocks – those with the highest ratio of debt/total assets – curious bedfellows.</li>  <li>Value itself is not a monolith. It comes in varying forms. For March, a strategy whereby you long stocks in the highest quartile for Ebitda/Enterprise ratios and short those in the lowest quartile returned more than 9%.&nbsp; However, that same strategy in March of last year was the 3rd-worst performing among the 30 factors covered by S&amp;P Global, which could mean some old-fashion mean reversion could have been at play after years of underperformance in the value category.</li> </ul> <img src=\"https://static.tigerbbs.com/a753605a6759d9162a39c2c29cbb5763\" tg-width=\"906\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>不仅仅是三月。价值是今年表现最好的因子策略，上涨近20%。它以微弱优势击败了杠杆率最高的股票——债务/总资产比率最高的股票——好奇的同床异梦。</li><li>价值本身并不是铁板一块。它有多种形式。3月份，一种策略，即做多Ebitda/企业比率最高四分位数的股票，做空最低四分位数的股票，回报率超过9%。然而，去年3月的同一策略在S&amp;P Global涵盖的30个因素中表现第三差，这可能意味着在价值类别多年表现不佳后，一些老式的均值回归可能正在发挥作用。</li></ul></blockquote></p><p> <i>Source: S&amp;P Global</i></p><p><blockquote><i>资料来源：标准普尔全球</i></blockquote></p><p> <ul>  <li>We looked at some specific stocks that performed well, just using the Seeking Alphascreener paired with our proprietary Quant ratings, which happen to have atrack record of outperformancesince inception in 2010. We screened for stocks in the U.S., with more than $500 million market cap, a value rating of A or greater that screened with a bullish or very bullish quant rating.</li> </ul> <img src=\"https://static.tigerbbs.com/92f4e08c81e69bcc72ab4bbe4b6d3386\" tg-width=\"1084\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>我们研究了一些表现良好的特定股票，仅使用 Seeking Alphascreener 与我们专有的量化评级相结合，这些股票自 2010 年成立以来恰好拥有 atrack 的优异表现记录。我们筛选了市值超过 5 亿美元、价值评级为 A 或更高的美国股票，并筛选了看涨或非常看涨的量化评级。</li></ul></blockquote></p><p> <ul>  <li>The top 5 performing names in March that screened in the above criteria at the beginning of March registered more than 15% returns in the month, led by TimkenSteel(NYSE:TMST)at 40%, Amneal Pharma(NYSE:AMRX), Resideo Technologies(NYSE:REZI), Super Micro Computer(NASDAQ:SMCI)and Jabil(NYSE:JBL). That compares to the S&amp;P ‘s 4.26% return.</li> </ul> <img src=\"https://static.tigerbbs.com/0b1888173c43e95e5960c33d68bbb0fc\" tg-width=\"578\" tg-height=\"660\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>3 月初根据上述标准筛选的 3 月份表现排名前 5 的公司当月回报率超过 15%，其中铁姆肯钢铁 (NYSE:TMST) 领先，回报率为 40%，Amneal Pharma (NYSE:AMRX)、Resideo Technologies (NYSE:REZI)、超级微型计算机（纳斯达克股票代码：SMCI）和捷普（纽约证券交易所股票代码：JBL）。相比之下，标准普尔的回报率为4.26%。</li></ul></blockquote></p><p></p><p> <ul>  <li>Of note, 3 of the 12 highest performing names were homebuilders, though their ratings weren’t lifted to a bullish rating until a third of the month had passed. One, Green Brick(NASDAQ:GRBK), was featured among the best value picks by Seeking Alpha's&nbsp;head of quantitative strategies, Steven Cress, in his September discussionabout how many value names screened better than mega-cap tech, like Microsoft(NASDAQ:MSFT)and Apple(NASDAQ:AAPL).</li>  <li>Beyond picking individual stocks, allocating to ETFs that focused on this strategy would have yielded an approximate 6.3% return, outperforming the S&amp;P 500(SP500)by 200bps. The largest value ETFs, found viaSA’s ETF screener,include Vanguard Value ETF(NYSEARCA:VTV), iShares S&amp;P 500 value ETF(NYSEARCA:IVE)&nbsp; and SPDR Portfolio S&amp;P 500 value ETF(NYSEARCA:SPYV), with performance across the instruments of 6.3% during March. That compared with the Vanguard S&amp;P 500 ETF&nbsp;(NYSEARCA:VOO)up 2.75% on the month.</li> </ul> <ul>  <li>Another value ETF, the iShares Russell 1000 Value ETF(NYSEARCA:IWD), lagged at 4.9%. Hamstringing its performance was likely the higher concentration in tech, which was impacted by the aforementioned treasury selloff this month. Higher interest rates hit growth names particularly hard. Compared to VTV, which boasts 3x more of a concentration in financials than in tech, IWD is nearer to 2x. The tech-heavy Nasdaq composite rose just 0.4% in March. The Invesco QQQ ETF(NASDAQ:QQQ), which tracks large cap tech, was down 1.6% on the month.</li> </ul> The Future</p><p><blockquote><ul><li>值得注意的是，在表现最好的 12 家公司中，有 3 家是住宅建筑商，不过它们的评级直到本月的三分之一才被上调至看涨评级。其中之一是 Green Brick（纳斯达克股票代码：GRBK），Seeking Alpha 量化策略主管 Steven Cress 在 9 月份的讨论中，讨论了有多少价值公司比微软（纳斯达克股票代码：MSFT）和苹果（纳斯达克股票代码：AAPL）等大型科技公司筛选得更好。</li><li>除了挑选个股之外，配置专注于该策略的 ETF 将产生约 6.3% 的回报率，比标普500 (SP500) 高出 200 个基点。viaSA 的 ETF 筛选器发现，最大的价值 ETF 包括先锋价值 ETF（NYSEARCA:VTV）、iShares 标普500价值 ETF（NYSEARCA:IVE）和 SPDR 投资组合标普500价值 ETF（NYSEARCA:SPYV），3 月份这些工具的表现均为 6.3%。相比之下，先锋标普500 ETF (NYSEARCA:VOO) 本月上涨了 2.75%。</li></ul><ul><li>另一只价值 ETF iShares Russell 1000 价值 ETF (NYSEARCA:IWD) 落后于 4.9%。阻碍其业绩的可能是科技股的更高集中度，而科技股受到本月上述国债抛售的影响。利率上升对成长型公司的打击尤为严重。VTV 在金融领域的集中度是科技领域的 3 倍，而 IWD 则接近 2 倍。以科技股为主的纳斯达克综合指数 3 月份仅上涨 0.4%。追踪大型科技股的景顺 QQQ ETF（纳斯达克股票代码：QQQ）本月下跌 1.6%。</li></ul>未来</blockquote></p><p> <ul>  <li>And how does that set up for April? Something to consider is seasonality --not surprising given the beginning of earnings season in just two weeks, which may set the tone. It is also bullish: Since 1928, April is the second-best month of average returns of the year, BofA analysts wrote this week.</li>  <li>And on a shorter-term horizon, there is seasonality intra-month. The analysts also surfaced research that the first 10 days of each month typically outperform the last 10. That pattern for January-March has already held. But for April more broadly, LPL Financial’s Ryan Detrick highlighted that in the last 15 years, the S&amp;P 500 has closed higher in 14 of those 15 Aprils.</li>  <li>That isn’t to say that value specifically will outperform, but it speaks broadly to market and portfolio performance. Morgan Stanley in a late March note remarked that “violent rotations” left many portfolios “gored” this year despite the fact that the rotations themselves were “fundamentally triggered.” They upgraded Consumer Staples names as part of that note to account for their expectations that inflation, personal income and GDP rates of growth will slow in the quarter/quarter and year/year comparisons to come.</li>  <li>If you believe, like JP Morgan analysts, that the trends for value will remain intact and that the risks for a pullback are low, it may be worth screening some stocks to determine the best opportunity for your portfolio.</li>  <li>When we conducted an analysis with the highest quant rating using the above screen criteria (expanded to include names outside the U.S.) the stocks appear to your humble author to be bets on a global recovery. Shipowner Danaos Corp.(NYSE:DAC), Resolute Forest Products(NYSE:RFP), TimkenSteel (TMST), publisher Gannett Co.(NYSE:GCI)and Barclays PLC(NYSE:BCS). Danaos just so happens to be relevant to therecent Suez Canal blockage.</li>  <li>For those who fancy stocks with a heftier market cap (i.e. &gt;$5B), BNP Paribas(OTCQX:BNPQY), Impala Platinum(OTCQX:IMPUY), ING Groep(NYSE:ING)and Vale S.A.(NYSE:VALE)are among those on the list; cyclical names if you had to name any.</li> </ul> <img src=\"https://static.tigerbbs.com/93d46ccc40c50c865d9caa7e49cbfe9e\" tg-width=\"1064\" tg-height=\"352\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>四月份的情况如何？需要考虑的是季节性——考虑到财报季还有两周就开始了，这并不奇怪，这可能会定下基调。美国银行分析师本周写道，自 1928 年以来，4 月份是全年平均回报率第二高的月份。</li><li>从短期来看，月内存在季节性。分析师还浮出水面的研究表明，每个月的前 10 天通常会优于最后 10 天。一月至三月的这种模式已经持续下去。但对于更广泛的 4 月份，LPL Financial 的 Ryan Detrick 强调说，在过去 15 年中，标普500有 14 个 4 月份收盘走高。</li><li>这并不是说价值会跑赢大盘，但它从广义上讲说明了市场和投资组合的表现。摩根士丹利（Morgan Stanley）在 3 月底的一份报告中指出，尽管轮换本身 “从根本上触发了 ”，但 “暴力轮换 ”今年让许多投资组合 “血肉模糊”。作为该说明的一部分，他们升级了消费必需品的名称，以反映他们的预期，即通胀、个人收入和GDP增长率将在未来的季度/季度和年/年比较中放缓。</li><li>如果您像摩根大通分析师一样相信价值趋势将保持不变，并且回调的风险很低，那么可能值得筛选一些股票，以确定您投资组合的最佳机会。</li><li>当我们使用上述屏幕标准（扩展到包括美国以外的名称）进行最高量化评级的分析时，在您谦逊的作者看来，这些股票似乎是对全球复苏的押注。船东 Danaos Corp.（纽约证券交易所股票代码：DAC）、Resolute Forest Products（纽约证券交易所股票代码：RFP）、铁姆肯钢铁公司（TMST）、出版商 Gannett Co.（纽约证券交易所股票代码：GCI）和巴克莱银行（纽约证券交易所股票代码：BCS）。达瑙斯恰好与最近的苏伊士运河堵塞有关。</li><li>对于那些喜欢市值较大（即&gt;$5B）的股票的人来说，法国巴黎银行（OTCQX:BNPQY）、Impala Platinum（OTCQX:IMPUY）、荷兰国际集团（NYSE:ING）和淡水河谷公司（NYSE:ING）都在名单上；循环名称，如果你必须命名的话。</li></ul></blockquote></p><p> <ul>  <li>Stocks screened in a vacuum may not make sense without looking more broadly. BNP Paribas in its latest outlook piece is &nbsp;“more optimistic” about global growth than they were 3 months ago, with U.S. forecasts “up sharply.” And just this past week, U.S. President Bidenput forth an ambitious infrastructure plan, which calls for additional stimulus to be added to the economy. Naturally, it is subject to political will and there are risks it dies on the vine or passes the Senate in some slimmed down version. But BofA, in discussing the prospects for further stimulus, advised owning GDP-sensitive cyclical stocks, that are strong on value, and benefit from higher capital expenditures.</li>  <li>Stay tuned next month for another look at the best stocks and strategies. There’s also something to be gleaned by how at year-end, thesame companies keep making appearances&nbsp; on the winners and losers lists.</li> </ul></p><p><blockquote><ul><li>如果不进行更广泛的观察，在真空中筛选的股票可能没有意义。法国巴黎银行（BNP Paribas）在其最新的展望文章中对全球经济增长比三个月前 “更加乐观”，美国的经济增长预测 “大幅上升”。就在上周，美国总统拜登提出了一项雄心勃勃的基础设施计划，为经济提供额外的刺激评级。自然，它取决于政治意愿，并且有可能死在藤蔓上，或者以某种精简版本在参议院获得通过。但美国银行在讨论进一步刺激的前景时建议持有对 GDP 敏感的周期性股票，这些股票价值强劲，并受益于更高的资本支出。</li><li>请继续关注下个月的最佳股票和策略。年底，同样的公司如何不断出现在赢家和输家名单上，这也值得我们深思。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3678351-march-best-stocks-strategies-april\">seeking alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/news/3678351-march-best-stocks-strategies-april","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126549174","content_text":"Not your typical March as the month came 'in like a lamb, and out like a lion.' No, we aren’tdiscussing precipitation in March, but the precipitous equity market behavior for the U.S stock market on the precipice of all-time highs and what that means for the top stocks moving into April.\nThe inverse of the ancient meteorological proverb aptly describes this past month’shedge fund blowup, a once-in-a generationcanal blockageof worldwide trade, aFed pivot, a treasurymarket selloff, historicelectric vehicleandmarijuana legislation, SPAC-mania, the 1-year anniversary of the pandemic-fueled market selloff and a 6% monthly trough to peak move in the S&P 500(NYSEARCA:SPY). That led high beta names to lag in the latter half. But what strategy or selection of stocks would have served you best for the month?\n\n\nHigh beta stocks lagged more stable names toward month-end\n\nThe exogenous events described above can throw a wrench into any defined strategy, whether you’re a value or growth investor, play momentum, sentiment, technicals or earnings revisions, or just buy what you know. What explicit strategy would have told you to be long Hartford Financial(NYSE:HIG), Nucor(NYSE:NUE)or Kansas City Southern(NYSE:KSU), and either short or unexposed to Penn National, Discovery Inc.(NASDAQ:DISCA)and Viacom(NASDAQ:VIAC), the respective winners and losers in the S&P 500 in March?\nThe answer for the above six is insider trading, which we do not condone for obvious reasons.M&A(twice), aboveconsensus earnings,political uncertaintyandhedge fund implosionsdictated the above fortunes and misfortunes.\nBut to outperform the broader market, the answer this month was value investing. So much so, thatone fascinating aspect of Marchwas how the standard “value stocks” started to screen as “momentum” – those stocks that have registered the strongest performance over the past 12 months. Value, in fact, has been so strong, that the last time they screened as momentum was more than 5 years ago.\n\n\n\nAnd it’s not just March. Value is the best performing factor strategy this year, up nearly 20%. It narrowly beat the performance of the highest levered stocks – those with the highest ratio of debt/total assets – curious bedfellows.\nValue itself is not a monolith. It comes in varying forms. For March, a strategy whereby you long stocks in the highest quartile for Ebitda/Enterprise ratios and short those in the lowest quartile returned more than 9%.  However, that same strategy in March of last year was the 3rd-worst performing among the 30 factors covered by S&P Global, which could mean some old-fashion mean reversion could have been at play after years of underperformance in the value category.\n\n\nSource: S&P Global\n\nWe looked at some specific stocks that performed well, just using the Seeking Alphascreener paired with our proprietary Quant ratings, which happen to have atrack record of outperformancesince inception in 2010. We screened for stocks in the U.S., with more than $500 million market cap, a value rating of A or greater that screened with a bullish or very bullish quant rating.\n\n\n\nThe top 5 performing names in March that screened in the above criteria at the beginning of March registered more than 15% returns in the month, led by TimkenSteel(NYSE:TMST)at 40%, Amneal Pharma(NYSE:AMRX), Resideo Technologies(NYSE:REZI), Super Micro Computer(NASDAQ:SMCI)and Jabil(NYSE:JBL). That compares to the S&P ‘s 4.26% return.\n\n\n\nOf note, 3 of the 12 highest performing names were homebuilders, though their ratings weren’t lifted to a bullish rating until a third of the month had passed. One, Green Brick(NASDAQ:GRBK), was featured among the best value picks by Seeking Alpha's head of quantitative strategies, Steven Cress, in his September discussionabout how many value names screened better than mega-cap tech, like Microsoft(NASDAQ:MSFT)and Apple(NASDAQ:AAPL).\nBeyond picking individual stocks, allocating to ETFs that focused on this strategy would have yielded an approximate 6.3% return, outperforming the S&P 500(SP500)by 200bps. The largest value ETFs, found viaSA’s ETF screener,include Vanguard Value ETF(NYSEARCA:VTV), iShares S&P 500 value ETF(NYSEARCA:IVE)  and SPDR Portfolio S&P 500 value ETF(NYSEARCA:SPYV), with performance across the instruments of 6.3% during March. That compared with the Vanguard S&P 500 ETF (NYSEARCA:VOO)up 2.75% on the month.\n\n\nAnother value ETF, the iShares Russell 1000 Value ETF(NYSEARCA:IWD), lagged at 4.9%. Hamstringing its performance was likely the higher concentration in tech, which was impacted by the aforementioned treasury selloff this month. Higher interest rates hit growth names particularly hard. Compared to VTV, which boasts 3x more of a concentration in financials than in tech, IWD is nearer to 2x. The tech-heavy Nasdaq composite rose just 0.4% in March. The Invesco QQQ ETF(NASDAQ:QQQ), which tracks large cap tech, was down 1.6% on the month.\n\nThe Future\n\nAnd how does that set up for April? Something to consider is seasonality --not surprising given the beginning of earnings season in just two weeks, which may set the tone. It is also bullish: Since 1928, April is the second-best month of average returns of the year, BofA analysts wrote this week.\nAnd on a shorter-term horizon, there is seasonality intra-month. The analysts also surfaced research that the first 10 days of each month typically outperform the last 10. That pattern for January-March has already held. But for April more broadly, LPL Financial’s Ryan Detrick highlighted that in the last 15 years, the S&P 500 has closed higher in 14 of those 15 Aprils.\nThat isn’t to say that value specifically will outperform, but it speaks broadly to market and portfolio performance. Morgan Stanley in a late March note remarked that “violent rotations” left many portfolios “gored” this year despite the fact that the rotations themselves were “fundamentally triggered.” They upgraded Consumer Staples names as part of that note to account for their expectations that inflation, personal income and GDP rates of growth will slow in the quarter/quarter and year/year comparisons to come.\nIf you believe, like JP Morgan analysts, that the trends for value will remain intact and that the risks for a pullback are low, it may be worth screening some stocks to determine the best opportunity for your portfolio.\nWhen we conducted an analysis with the highest quant rating using the above screen criteria (expanded to include names outside the U.S.) the stocks appear to your humble author to be bets on a global recovery. Shipowner Danaos Corp.(NYSE:DAC), Resolute Forest Products(NYSE:RFP), TimkenSteel (TMST), publisher Gannett Co.(NYSE:GCI)and Barclays PLC(NYSE:BCS). Danaos just so happens to be relevant to therecent Suez Canal blockage.\nFor those who fancy stocks with a heftier market cap (i.e. >$5B), BNP Paribas(OTCQX:BNPQY), Impala Platinum(OTCQX:IMPUY), ING Groep(NYSE:ING)and Vale S.A.(NYSE:VALE)are among those on the list; cyclical names if you had to name any.\n\n\n\nStocks screened in a vacuum may not make sense without looking more broadly. BNP Paribas in its latest outlook piece is  “more optimistic” about global growth than they were 3 months ago, with U.S. forecasts “up sharply.” And just this past week, U.S. President Bidenput forth an ambitious infrastructure plan, which calls for additional stimulus to be added to the economy. Naturally, it is subject to political will and there are risks it dies on the vine or passes the Senate in some slimmed down version. But BofA, in discussing the prospects for further stimulus, advised owning GDP-sensitive cyclical stocks, that are strong on value, and benefit from higher capital expenditures.\nStay tuned next month for another look at the best stocks and strategies. There’s also something to be gleaned by how at year-end, thesame companies keep making appearances  on the winners and losers lists.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367538412,"gmtCreate":1614957257536,"gmtModify":1703483529010,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Hold","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Hold","text":"$Tesla Motors(TSLA)$Hold","images":[{"img":"https://static.tigerbbs.com/1cdc01358f5c6da48d9cee237c1fd8ab","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367538412","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":352622261,"gmtCreate":1616970427153,"gmtModify":1634523423766,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Hold or add more","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Hold or add more","text":"$NIO Inc.(NIO)$Hold or add more","images":[{"img":"https://static.tigerbbs.com/ec59384272570c60c5f8a5ade86f6aff","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/352622261","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":320304282,"gmtCreate":1615008381446,"gmtModify":1703484203687,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>💎✋","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>💎✋","text":"$NIO Inc.(NIO)$💎✋","images":[{"img":"https://static.tigerbbs.com/5c1f277cff6bca48edc5bc0e4288f091","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/320304282","isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":384052761,"gmtCreate":1613596365253,"gmtModify":1634553028426,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"title":"","htmlText":"Good company with Bitcoin&nbsp;","listText":"Good company with Bitcoin&nbsp;","text":"Good company with Bitcoin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/384052761","repostId":"1109567373","repostType":4,"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381078694,"gmtCreate":1612917596818,"gmtModify":1703766877374,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Next stock that is going to Mars&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Next stock that is going to Mars&nbsp;","text":"$NIO Inc.(NIO)$Next stock that is going to Mars","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/381078694","isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560330639884684","authorId":"3560330639884684","name":"雪莉徐","avatar":"https://static.tigerbbs.com/ecb2d5d5c88f1cb7591c4a31c4310726","crmLevel":1,"crmLevelSwitch":0,"idStr":"3560330639884684","authorIdStr":"3560330639884684"},"content":"Let’s wait and see","text":"Let’s wait and see","html":"Let’s wait and see"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}