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Five Beauty Stocks to Buy Despite the Ugliness of War

Five beauty stocks to buy despite the ugliness of war offer a ray of hope for those who desire a chance to grow their money to avoid succumbing to inflation,…

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Five beauty stocks to buy despite the ugliness of war offer a ray of hope for those who desire a chance to grow their money to avoid succumbing to inflation, a recession and continuing fallout of Russia’s invasion of Ukraine.

The five beauty stocks to buy allow people to invest in companies that traditionally remain important to their customers who seek to maintain appearances when negative circumstances disrupt their lives with disturbing effects. These five beauty stocks to buy serve to give users of those products and services enhanced self-esteem, a chance to present themselves attractively and an escape from the harsh reality of turbulent times. 

“Beauty products are among the consumer staples that tend to do well through recessions and inflation,” said Bob Carlson, a pension fund chairman who also leads the Retirement Watch investment newsletter. “Their customers tend to buy the products except in the worst times.”

To that end, BoA Global Research recently reported that beauty and personal care grew 7% year over year (y/y) in 2021. As consumers exited the pandemic, the beauty and personal care category was ready for accelerated growth globally as consumers chose to spend on more high-quality, premium products and had more occasions to use fragrance and makeup, while prioritizing self-care and placing a high value on clean beauty, BofA wrote. 

Five Beauty Stocks to Buy Include Two Targeting Luxury Products

Leading beauty products companies have been giving positive earnings reports and outlooks, while the management of many other companies have shared “pessimistic” forecasts, Carlson counseled. Investors seeking value may want to consider some smaller, niche beauty companies that have had significant stock price declines, despite reporting higher revenues and earnings, he added.

Bob Carlson, head of the Retirement Watch newsletter, meets with Paul Dykewicz.

One such prospect is Olaplex Holdings (NASDAQ: OLPX), which sells high-priced beauty products. The science-backed premium hair care company offers products that structurally repair and protect hair. 

Founded in 2014, Olaplex Holdings is an innovative company that has a long-term goal of extending the application of its proprietary and patented Bis-amino formula into nail and skin care. OLPX sells through three channels: professional and salon network; specialty beauty retailers, such as Sephora; and direct-to-consumer market channels that include its own website as well as Amazon (NASDAQ: AMZN).

Olaplex sells 11 formulations, all of which contain the patented bis-amino formula, BofA reported. The company’s products protect and rebuild broken disulfide bonds in the keratin fibers of hair damaged by natural and chemical wear and tear, unlike traditional shampoos and conditioners.

Olaplex’s products all contain the company’s patented bis-amino formulation. Its “robust topline growth” benefits from multiple levers beyond the near-term, supported by impressive consumer engagement and response, according to BofA.

Chart courtesy of www.stockcharts.com

Five Beauty Stocks to Buy Feature Facial Product Company

Another stock to consider is Long Beach, California-based Beauty Health (NASDAQ: SKIN), which also sells high-end products and has not reported a slowdown.

The long-term outlook laid out at the investor and long-term guidance of doubling revenues and tripling profits by 2025 should be “achievable and beatable,” wrote Margaret Kaczor, CFA, an analyst with Chicago-based investment firm William Blair. “We see a growing number of opportunities ahead of the company to help drive sustainable growth.”

They include Beauty Health’s recent launch of a digitally connected device to usher in a HydraFacial Syndeo launch in the United States to enhance the consumer and provider experience. Another opportunity is a new JLo Beauty partnership in the fourth quarter.

Chart courtesy of www.stockcharts.com

Additional Ways to Invest in the Bounty of Beauty

There also are marketing initiatives, William Blair wrote in a recent research note. They should provide “durable growth tails” through 2022 and beyond, the investment firm predicted. The research report indicated Beauty Health management is expected to continue to invest in international expansion, marketing, product development and innovation to help drive consumer and customer awareness.

“We believe that these investments leave Beauty Health well positioned for 2022 and beyond to achieve 20%-plus growth,” Kaczor wrote. “The stock currently trades at 4.3 times our 2023 estimate of $416.8 million. We rate the stock Outperform.”

Beauty products companies can be part of a diversified consumer staples portfolio. The consumer staples companies tend to hold up well in recessions and have pricing power against inflation for many of their products.

A good way to establish a diversified consumer staples portfolio is through an exchange-traded fund (ETF), Carlson counseled. He suggested iShares U.S. Consumer Staples ETF (IYK). 

The ETF’s 52 stocks are led by Procter & Gamble (NYSE: PG), Coca-Cola (NYSE: KO), PepsiCo (NASDAQ: PEP), CVS Health (NYSE: CVS), and Mondelez International (NASDAQ: MDLZ). About 64% of the fund is in its 10 largest positions.

Chart courtesy of www.stockcharts.com

Procter & Gamble Picked as One of the Five Consumer Staples Stocks to Buy

Jim Woods, the leader of the Intelligence Report investment newsletter, has an Income Multipliers portfolio in that publication that includes Procter & Gamble, a Cincinnati, Ohio-based company with diversified consumer products that include many devoted to beauty, grooming and cleanliness. Plus, Procter & Gamble offers strong cash flow that allows it to provide its shareholders an alluring dividend yield of 2.4% compared to the paltry payouts of many others.

Paul Dykewicz meets with stock picker Jim Woods, who heads the Intelligence Report newsletter, as well as co-leads Fast Money Alert.

In addition, Procter & Gamble has a rising dividend policy. In fact, the company has boosted its dividend annually for the past 66 years.

Procter & Gamble, founded in 1837, features 22 brands that generate at least $1 billion in sales.


Chart courtesy of www.stockcharts.com

Investing Involves Managing Risks

Potential risks to Procter & Gamble include inflation weighing on its profit margins, weakened sales from emerging markets in China and the effects of a strong U.S. dollar, said Michelle Connell, president and owner of Dallas-based Portia Capital Management.

Another risk is that consumers may use private-label and generic products more than those of Procter & Gamble, Connell continued. Even though the stock is down so far this year, it has a potential upside of 19% within the next 12 months, she added.

“I think PG would be good here,” Connell continued, especially due to its “reasonably priced” cosmetics, beauty and grooming products.  

Former portfolio manager Michelle Connell, CEO, Portia Capital Management

Procter & Gamble seems more stable than EL (Estée Lauder) which is down 35% year to date (YTD), along with COTY, down 27% YTD.

“I don’t like being early on stocks when they have disappointed so much,” Connell advised. “It will take a few quarters.”  

Procter & Gamble has a very strong and diversified consumer product portfolio also is trading at a bit of a discount after dropping 14% since the start of 2022. However, Connell projects that PG has an upside of 20%. 

Coty Catches the Wave to Join Five Beauty Stocks to Buy 

New York-based Coty (NYSE: COTY), founded in 1904, has grown into one of the world’s largest beauty companies with a portfolio of brands across fragrance, color cosmetics, skin and body care. The company ended fiscal year 2022 with sales of $5.3 billion.

The company divides itself into two segments, Prestige, producing 62% of its fiscal year 2022 sales, and Consumer Beauty, amassing 38%. Geographically, Americas account for 41% of 2022 sales, while the EMEA region contributes 47% and Asia Pacific chips in 12%. Overall, Coty’s products are sold in roughly 125 countries and territories.

Approximately 53% of COTY’s fiscal year 2022 revenues came from prestige fragrance, of which about 82% flowed from the company’s top six prestige fragrance brands. COTY holds a 25.9% stake in the Wella hair care company. COTY is a “controlled company” under NYSE rules, since JAB Cosmetics and its affiliates own more than 50% of total voting power.

Chart courtesy of www.stockcharts.com

ELF Emerges as One of Five Beauty Stocks to Buy

Oakland, California-based e.l.f. Beauty (NYSE: ELF) has been on the rise and is showing no sign of slowing. In July 2022, the company began a skincare campaign to build consumer awareness for e.l.f. SKIN. 

The plan involved educating consumers that skincare can be effective and affordable. ELF has been selling skincare since 2015 but created e.l.f. SKIN as the fourth brand in its portfolio to differentiate the product line for its customers and provide greater marketing support for the brand. e.l.f. SKIN includes previously existing products, such as cleansing balms, moisturizers, and acne products, which all retail for $25 or less.

e.l.f. Beauty sells professional-quality makeup and skincare products at affordable prices. Its products are vegan, paraben-free, cruelty-free and focused on clean beauty, BofA wrote. Brushes, primers, concealers, brows, and sponges comprise roughly 50% of ELF’s sales, which each attained double-digit-percentage sales growth in fiscal year 2022.

In FY22, ELF delivered $392 million in net sales, with a 19% adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) margin. Among its sales, 92% are in the color cosmetics category and 11% are generated outside of the United States.

Chart courtesy of www.stockcharts.com

U.S. COVID Cases Near 95.4 Million

COVID-19 cases and deaths affect supply and demand for beauty products and many others. Savvy investors monitor COVID-19 outbreaks and lockdowns that can cause supply chain problems. In the wake of China locking down more than 70 cities fully or partially to preserve its zero-tolerance policy of COVID, 27 people were killed and 20 more were injured when a quarantine bus overturned on a mountain road Sunday night, Sept. 20.

U.S. COVID-19 deaths rose for the eighth consecutive week by 3,000 or more, jumping to 1,054,271, as of Sept. 20, according to Johns Hopkins University. Cases in the United States climbed to 95,776,398. America remains the nation with the most COVID-19 deaths and cases.

Worldwide COVID-19 deaths in the last week slowed to 11,841, down slightly from about 12,000 in the prior week, 14,977 for the previous week and more than 33,000 in the week before that one, totaling 6,529,562, as of Sept. 10, according to Johns Hopkins. Global COVID-19 faded to a gain of less than 3.4 million for the second straight week, down from almost 4 million three weeks ago. The new worldwide case total reached 612,943,981.

Roughly 79.3% of the U.S. population, or 263,415,633, have received at least one dose of a COVID-19 vaccine, as of Sept. 14, the CDC reported. Fully vaccinated people total 224,636,858, or 67.7%, of the U.S. population, according to the CDC. The United States also has given at least one COVID-19 booster vaccine to 109.2 million people, up 200,000 in each of the last two weeks, compared to roughly 300,000 for the previous two weeks.

The five beauty stocks to buy look ready to beam brightly. Despite high inflation, recession risk after 0.75% rate hikes by the Fed in June and July, as well as a similar rate expected today, Sept. 21, the five beauty stocks to buy could generate glamorous gains.

Paul Dykewicz, www.pauldykewicz.com, is an accomplished, award-winning journalist who has written for Dow Jones, the Wall Street JournalInvestor’s Business DailyUSA Today, the Journal of Commerce, Seeking Alpha, Guru Focus and other publications and websites. Paul, who can be followed on Twitter @PaulDykewicz, is the editor of StockInvestor.com and DividendInvestor.com, a writer for both websites and a columnist. He further is editorial director of Eagle Financial Publications in Washington, D.C., where he edits monthly investment newsletters, time-sensitive trading alerts, free e-letters and other investment reports. Paul previously served as business editor of Baltimore’s Daily Record newspaper. Paul also is the author of an inspirational book, “Holy Smokes! Golden Guidance from Notre Dame’s Championship Chaplain,” with a foreword by former national championship-winning football coach Lou Holtz. The book is great as a gift and is endorsed by Joe Montana, Joe Theismann, Ara Parseghian, “Rocket” Ismail, Reggie Brooks, Dick Vitale and many othersCall 202-677-4457 for multiple-book pricing.

 

The post Five Beauty Stocks to Buy Despite the Ugliness of War appeared first on Stock Investor.

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Are Voters Recoiling Against Disorder?

Are Voters Recoiling Against Disorder?

Authored by Michael Barone via The Epoch Times (emphasis ours),

The headlines coming out of the Super…

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Are Voters Recoiling Against Disorder?

Authored by Michael Barone via The Epoch Times (emphasis ours),

The headlines coming out of the Super Tuesday primaries have got it right. Barring cataclysmic changes, Donald Trump and Joe Biden will be the Republican and Democratic nominees for president in 2024.

(Left) President Joe Biden delivers remarks on canceling student debt at Culver City Julian Dixon Library in Culver City, Calif., on Feb. 21, 2024. (Right) Republican presidential candidate and former U.S. President Donald Trump stands on stage during a campaign event at Big League Dreams Las Vegas in Las Vegas, Nev., on Jan. 27, 2024. (Mario Tama/Getty Images; David Becker/Getty Images)

With Nikki Haley’s withdrawal, there will be no more significantly contested primaries or caucuses—the earliest both parties’ races have been over since something like the current primary-dominated system was put in place in 1972.

The primary results have spotlighted some of both nominees’ weaknesses.

Donald Trump lost high-income, high-educated constituencies, including the entire metro area—aka the Swamp. Many but by no means all Haley votes there were cast by Biden Democrats. Mr. Trump can’t afford to lose too many of the others in target states like Pennsylvania and Michigan.

Majorities and large minorities of voters in overwhelmingly Latino counties in Texas’s Rio Grande Valley and some in Houston voted against Joe Biden, and even more against Senate nominee Rep. Colin Allred (D-Texas).

Returns from Hispanic precincts in New Hampshire and Massachusetts show the same thing. Mr. Biden can’t afford to lose too many Latino votes in target states like Arizona and Georgia.

When Mr. Trump rode down that escalator in 2015, commentators assumed he’d repel Latinos. Instead, Latino voters nationally, and especially the closest eyewitnesses of Biden’s open-border policy, have been trending heavily Republican.

High-income liberal Democrats may sport lawn signs proclaiming, “In this house, we believe ... no human is illegal.” The logical consequence of that belief is an open border. But modest-income folks in border counties know that flows of illegal immigrants result in disorder, disease, and crime.

There is plenty of impatience with increased disorder in election returns below the presidential level. Consider Los Angeles County, America’s largest county, with nearly 10 million people, more people than 40 of the 50 states. It voted 71 percent for Mr. Biden in 2020.

Current returns show county District Attorney George Gascon winning only 21 percent of the vote in the nonpartisan primary. He’ll apparently face Republican Nathan Hochman, a critic of his liberal policies, in November.

Gascon, elected after the May 2020 death of counterfeit-passing suspect George Floyd in Minneapolis, is one of many county prosecutors supported by billionaire George Soros. His policies include not charging juveniles as adults, not seeking higher penalties for gang membership or use of firearms, and bringing fewer misdemeanor cases.

The predictable result has been increased car thefts, burglaries, and personal robberies. Some 120 assistant district attorneys have left the office, and there’s a backlog of 10,000 unprosecuted cases.

More than a dozen other Soros-backed and similarly liberal prosecutors have faced strong opposition or have left office.

St. Louis prosecutor Kim Gardner resigned last May amid lawsuits seeking her removal, Milwaukee’s John Chisholm retired in January, and Baltimore’s Marilyn Mosby was defeated in July 2022 and convicted of perjury in September 2023. Last November, Loudoun County, Virginia, voters (62 percent Biden) ousted liberal Buta Biberaj, who declined to prosecute a transgender student for assault, and in June 2022 voters in San Francisco (85 percent Biden) recalled famed radical Chesa Boudin.

Similarly, this Tuesday, voters in San Francisco passed ballot measures strengthening police powers and requiring treatment of drug-addicted welfare recipients.

In retrospect, it appears the Floyd video, appearing after three months of COVID-19 confinement, sparked a frenzied, even crazed reaction, especially among the highly educated and articulate. One fatal incident was seen as proof that America’s “systemic racism” was worse than ever and that police forces should be defunded and perhaps abolished.

2020 was “the year America went crazy,” I wrote in January 2021, a year in which police funding was actually cut by Democrats in New York, Los Angeles, San Francisco, Seattle, and Denver. A year in which young New York Times (NYT) staffers claimed they were endangered by the publication of Sen. Tom Cotton’s (R-Ark.) opinion article advocating calling in military forces if necessary to stop rioting, as had been done in Detroit in 1967 and Los Angeles in 1992. A craven NYT publisher even fired the editorial page editor for running the article.

Evidence of visible and tangible discontent with increasing violence and its consequences—barren and locked shelves in Manhattan chain drugstores, skyrocketing carjackings in Washington, D.C.—is as unmistakable in polls and election results as it is in daily life in large metropolitan areas. Maybe 2024 will turn out to be the year even liberal America stopped acting crazy.

Chaos and disorder work against incumbents, as they did in 1968 when Democrats saw their party’s popular vote fall from 61 percent to 43 percent.

Views expressed in this article are opinions of the author and do not necessarily reflect the views of The Epoch Times or ZeroHedge.

Tyler Durden Sat, 03/09/2024 - 23:20

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Veterans Affairs Kept COVID-19 Vaccine Mandate In Place Without Evidence

Veterans Affairs Kept COVID-19 Vaccine Mandate In Place Without Evidence

Authored by Zachary Stieber via The Epoch Times (emphasis ours),

The…

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Veterans Affairs Kept COVID-19 Vaccine Mandate In Place Without Evidence

Authored by Zachary Stieber via The Epoch Times (emphasis ours),

The U.S. Department of Veterans Affairs (VA) reviewed no data when deciding in 2023 to keep its COVID-19 vaccine mandate in place.

Doses of a COVID-19 vaccine in Washington in a file image. (Jacquelyn Martin/Pool/AFP via Getty Images)

VA Secretary Denis McDonough said on May 1, 2023, that the end of many other federal mandates “will not impact current policies at the Department of Veterans Affairs.”

He said the mandate was remaining for VA health care personnel “to ensure the safety of veterans and our colleagues.”

Mr. McDonough did not cite any studies or other data. A VA spokesperson declined to provide any data that was reviewed when deciding not to rescind the mandate. The Epoch Times submitted a Freedom of Information Act for “all documents outlining which data was relied upon when establishing the mandate when deciding to keep the mandate in place.”

The agency searched for such data and did not find any.

The VA does not even attempt to justify its policies with science, because it can’t,” Leslie Manookian, president and founder of the Health Freedom Defense Fund, told The Epoch Times.

“The VA just trusts that the process and cost of challenging its unfounded policies is so onerous, most people are dissuaded from even trying,” she added.

The VA’s mandate remains in place to this day.

The VA’s website claims that vaccines “help protect you from getting severe illness” and “offer good protection against most COVID-19 variants,” pointing in part to observational data from the U.S. Centers for Disease Control and Prevention (CDC) that estimate the vaccines provide poor protection against symptomatic infection and transient shielding against hospitalization.

There have also been increasing concerns among outside scientists about confirmed side effects like heart inflammation—the VA hid a safety signal it detected for the inflammation—and possible side effects such as tinnitus, which shift the benefit-risk calculus.

President Joe Biden imposed a slate of COVID-19 vaccine mandates in 2021. The VA was the first federal agency to implement a mandate.

President Biden rescinded the mandates in May 2023, citing a drop in COVID-19 cases and hospitalizations. His administration maintains the choice to require vaccines was the right one and saved lives.

“Our administration’s vaccination requirements helped ensure the safety of workers in critical workforces including those in the healthcare and education sectors, protecting themselves and the populations they serve, and strengthening their ability to provide services without disruptions to operations,” the White House said.

Some experts said requiring vaccination meant many younger people were forced to get a vaccine despite the risks potentially outweighing the benefits, leaving fewer doses for older adults.

By mandating the vaccines to younger people and those with natural immunity from having had COVID, older people in the U.S. and other countries did not have access to them, and many people might have died because of that,” Martin Kulldorff, a professor of medicine on leave from Harvard Medical School, told The Epoch Times previously.

The VA was one of just a handful of agencies to keep its mandate in place following the removal of many federal mandates.

“At this time, the vaccine requirement will remain in effect for VA health care personnel, including VA psychologists, pharmacists, social workers, nursing assistants, physical therapists, respiratory therapists, peer specialists, medical support assistants, engineers, housekeepers, and other clinical, administrative, and infrastructure support employees,” Mr. McDonough wrote to VA employees at the time.

This also includes VA volunteers and contractors. Effectively, this means that any Veterans Health Administration (VHA) employee, volunteer, or contractor who works in VHA facilities, visits VHA facilities, or provides direct care to those we serve will still be subject to the vaccine requirement at this time,” he said. “We continue to monitor and discuss this requirement, and we will provide more information about the vaccination requirements for VA health care employees soon. As always, we will process requests for vaccination exceptions in accordance with applicable laws, regulations, and policies.”

The version of the shots cleared in the fall of 2022, and available through the fall of 2023, did not have any clinical trial data supporting them.

A new version was approved in the fall of 2023 because there were indications that the shots not only offered temporary protection but also that the level of protection was lower than what was observed during earlier stages of the pandemic.

Ms. Manookian, whose group has challenged several of the federal mandates, said that the mandate “illustrates the dangers of the administrative state and how these federal agencies have become a law unto themselves.”

Tyler Durden Sat, 03/09/2024 - 22:10

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Low Iron Levels In Blood Could Trigger Long COVID: Study

Low Iron Levels In Blood Could Trigger Long COVID: Study

Authored by Amie Dahnke via The Epoch Times (emphasis ours),

People with inadequate…

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Low Iron Levels In Blood Could Trigger Long COVID: Study

Authored by Amie Dahnke via The Epoch Times (emphasis ours),

People with inadequate iron levels in their blood due to a COVID-19 infection could be at greater risk of long COVID.

(Shutterstock)

A new study indicates that problems with iron levels in the bloodstream likely trigger chronic inflammation and other conditions associated with the post-COVID phenomenon. The findings, published on March 1 in Nature Immunology, could offer new ways to treat or prevent the condition.

Long COVID Patients Have Low Iron Levels

Researchers at the University of Cambridge pinpointed low iron as a potential link to long-COVID symptoms thanks to a study they initiated shortly after the start of the pandemic. They recruited people who tested positive for the virus to provide blood samples for analysis over a year, which allowed the researchers to look for post-infection changes in the blood. The researchers looked at 214 samples and found that 45 percent of patients reported symptoms of long COVID that lasted between three and 10 months.

In analyzing the blood samples, the research team noticed that people experiencing long COVID had low iron levels, contributing to anemia and low red blood cell production, just two weeks after they were diagnosed with COVID-19. This was true for patients regardless of age, sex, or the initial severity of their infection.

According to one of the study co-authors, the removal of iron from the bloodstream is a natural process and defense mechanism of the body.

But it can jeopardize a person’s recovery.

When the body has an infection, it responds by removing iron from the bloodstream. This protects us from potentially lethal bacteria that capture the iron in the bloodstream and grow rapidly. It’s an evolutionary response that redistributes iron in the body, and the blood plasma becomes an iron desert,” University of Oxford professor Hal Drakesmith said in a press release. “However, if this goes on for a long time, there is less iron for red blood cells, so oxygen is transported less efficiently affecting metabolism and energy production, and for white blood cells, which need iron to work properly. The protective mechanism ends up becoming a problem.”

The research team believes that consistently low iron levels could explain why individuals with long COVID continue to experience fatigue and difficulty exercising. As such, the researchers suggested iron supplementation to help regulate and prevent the often debilitating symptoms associated with long COVID.

It isn’t necessarily the case that individuals don’t have enough iron in their body, it’s just that it’s trapped in the wrong place,” Aimee Hanson, a postdoctoral researcher at the University of Cambridge who worked on the study, said in the press release. “What we need is a way to remobilize the iron and pull it back into the bloodstream, where it becomes more useful to the red blood cells.”

The research team pointed out that iron supplementation isn’t always straightforward. Achieving the right level of iron varies from person to person. Too much iron can cause stomach issues, ranging from constipation, nausea, and abdominal pain to gastritis and gastric lesions.

1 in 5 Still Affected by Long COVID

COVID-19 has affected nearly 40 percent of Americans, with one in five of those still suffering from symptoms of long COVID, according to the U.S. Centers for Disease Control and Prevention (CDC). Long COVID is marked by health issues that continue at least four weeks after an individual was initially diagnosed with COVID-19. Symptoms can last for days, weeks, months, or years and may include fatigue, cough or chest pain, headache, brain fog, depression or anxiety, digestive issues, and joint or muscle pain.

Tyler Durden Sat, 03/09/2024 - 12:50

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