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OJC

OJC

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2023-06-27

This is funnnnnnn!!!!

2023-06-25

[Cool] [Cool] [Cool] [Cool] [Cool]

2023-06-24

Bullrun Is here soon!!!

2023-06-23

TGIF!! Good morning!

2023-06-22

[Miser] [Miser] [Miser] [Miser] [Miser]

2023-06-21

Great ariticle, would you like to share it?

@TigerEvents:Light up your investing with Tiger, play and win prizes worth up to USD 999

2023-06-21

Cool light up!!! Light up your investing!!!

2023-03-31

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Tesla Stock: One Chart That Shows Why This is the Top EV Stock to Buy Now

2023-03-14

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Inflation Report Arrives as Fed Confronts Bank Failures

2023-02-14

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Tesla Stock: Get Ready For A Sell-Off

2023-01-27

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The Next Leg Lower In The S&P 500 May Be Starting

2023-01-24

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Elon Musk’s Fortune Soars $11 Billion in Two Days While Testifying

2023-01-23

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Giant Fund Buys Up Tesla and Plug Power Stock, Sells GM

2023-01-22

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Wall Street's Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox and More

2023-01-21

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A Tesla Bull-Bear Debate Just Happened. Both Sides Were Wrong

2023-01-20

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The U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters

2023-01-18

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The 7 Best Growth Stocks to Buy Now

2023-01-17

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Tesla's Price Cuts Signal Major Demand Problems

2023-01-16

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Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes

2023-01-15

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New to Investing? Take a Look at These Funds

Go to Tiger App to see more news

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is funnnnnnn!!!!","listText":"This is funnnnnnn!!!!","text":"This is funnnnnnn!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191641511756048","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190908221665328,"gmtCreate":1687634153869,"gmtModify":1687634157411,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;","listText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;","text":"[Cool] [Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190908221665328","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190539880595728,"gmtCreate":1687544050252,"gmtModify":1687544054409,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Bullrun Is here soon!!!","listText":"Bullrun Is here soon!!!","text":"Bullrun Is here soon!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190539880595728","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190278427726088,"gmtCreate":1687480427186,"gmtModify":1687480430161,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"TGIF!! Good morning!","listText":"TGIF!! Good morning!","text":"TGIF!! Good morning!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190278427726088","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189930170863840,"gmtCreate":1687395342271,"gmtModify":1687395345588,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189930170863840","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189783877705856,"gmtCreate":1687359477290,"gmtModify":1687359480746,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189783877705856","repostId":"9970552986","repostType":1,"repost":{"id":9970552986,"gmtCreate":1684749089245,"gmtModify":1686052573124,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/61ed9b39c6cbcdce6372edc1c0b48a2d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Light up your investing with Tiger, play and win prizes worth up to USD 999","htmlText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","listText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","text":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&Cs apply.👉 Click here to start play","images":[{"img":"https://community-static.tradeup.com/news/0b6e3d13593eac0f4cc3fdb8b6bf8056","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970552986","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189782959247408,"gmtCreate":1687359431600,"gmtModify":1687359435521,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Cool light up!!! Light up your investing!!!","listText":"Cool light up!!! Light up your investing!!!","text":"Cool light up!!! Light up your investing!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189782959247408","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941207964,"gmtCreate":1680253818558,"gmtModify":1680253822376,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":30,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941207964","repostId":"2323711625","repostType":2,"repost":{"id":"2323711625","pubTimestamp":1680275946,"share":"https://www.laohu8.com/m/news/2323711625?lang=&edition=full","pubTime":"2023-03-31 23:19","market":"us","language":"en","title":"Tesla Stock: One Chart That Shows Why This is the Top EV Stock to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2323711625","media":"Motley Fool","summary":"There's one massive difference between Tesla and the rest.","content":"<html><head></head><body><p>The shift to electric is coming. The International Energy Agency (IEA) estimates that roughly 60% of new vehicles sold will be electric in 2030. <strong>Tesla</strong> (TSLA) was a first-mover. Investors have fiercely debated the company&#39;s stock, which trades at a hefty premium to those of competitors like <strong>Ford</strong> and <strong>General Motors</strong>.</p><p>One could argue that Tesla is a car company with money-sucking capital requirements like any other automotive maker. Others might say Tesla is a technology company that goes beyond vehicles. But there&#39;s something about Tesla that matters <em>way more </em>than this argument.</p><p>Here is the chart that matters, and why it makes Tesla a superior stock to its electric vehicle (EV) competitors.</p><h2>What is the return on capital employed?</h2><p>In a way, Tesla is both an automotive and a technology company. Its unique factories, product plans, and eccentric CEO make it almost as fascinating a story as it is an investment. But you can look at the company&#39;s return on capital employed to get down to brass tacks and illustrate how the business is performing.</p><p>The return on capital employed is a ratio (displayed as a percentage) that shows the return generated on a company&#39;s financial assets. It&#39;s calculated by dividing a company&#39;s earnings before interest and taxes (EBIT) by its capital employed. You can think of a business as a machine -- and when you put a dollar of capital into it, how much are you getting out?</p><p>You can compare the return on capital employed between similar companies to get a sense of how efficient each business is.</p><h2>Where Tesla stands out</h2><p>Let&#39;s do that with Tesla, legacy competitors like Ford and General Motors, and start-up <strong>Rivian</strong>. Below, you&#39;ll see that Tesla has a significantly higher ROCE than all of the others -- Rivian&#39;s is profoundly negative at this point:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62185667b2a880322017497736ec46ad\" tg-width=\"720\" tg-height=\"483\"/></p><p>TSLA Return on Capital Employed data by YCharts</p><p>What explains these numbers? It&#39;s undoubtedly a combination of things, but it could boil down to some observations. First, a company must be profitable to generate a positive ROCE; Rivian is still unprofitable, because it doesn&#39;t manufacture enough vehicles to offset the costs of running its factories.</p><p>Ford and General Motors are profitable, but they are straddling two businesses -- the new and old, electric vehicles and legacy combustion engine cars and trucks. Ford recently split its financials for the two sides of the company apart, disclosing that it lost around $3 billion in the past two years in the EV business and will lose $3 billion more in 2023.</p><h2>Why it makes Tesla a buy</h2><p>Tesla stands out as the most established pure-EV company on the market. Rivian is playing catch-up, and will probably burn billions more in cash as it ramps up production. Meanwhile, Ford and General Motors could see their return on capital employed decrease as they invest in building their EV businesses. They must also continue balancing two types of vehicles that use different technology -- and that added cost burden may make it difficult to operate as efficiently as Tesla.</p><p>This efficiency stands out when it comes to earnings growth. Analysts expect nearly 25% annual earnings growth from Tesla over the long term, and negative growth for Ford and General Motors. That arguably justifies the gulf between Tesla&#39;s price-to-earnings ratio (P/E) and the rest of the field.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8764a082a14c0f19a3fa7279814b27f7\" tg-width=\"720\" tg-height=\"531\"/></p><p>TSLA PE Ratio (Forward) data by YCharts</p><p>Notably, Tesla&#39;s potential earnings growth could burn off any conceived premium in the stock over the next several years. Even at a market cap of $600 billion, Tesla has a case for a growth stock label. The company&#39;s long-term production goals still dwarf the 1.37 million units it produced in 2022.</p><p>Tesla&#39;s superior return on capital employed positions it for strong earnings growth (and investment returns as a result) as EVs take center stage over the next decade and beyond.</p></body></html>","source":"fool_stock","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>Tesla Stock: One Chart That Shows Why This is the Top EV Stock to Buy Now</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\">\nTesla Stock: One Chart That Shows Why This is the Top EV Stock to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/30/tesla-one-chart-shows-why-this-is-top-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The shift to electric is coming. The International Energy Agency (IEA) estimates that roughly 60% of new vehicles sold will be electric in 2030. Tesla (TSLA) was a first-mover. Investors have fiercely...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/30/tesla-one-chart-shows-why-this-is-top-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/03/30/tesla-one-chart-shows-why-this-is-top-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323711625","content_text":"The shift to electric is coming. The International Energy Agency (IEA) estimates that roughly 60% of new vehicles sold will be electric in 2030. Tesla (TSLA) was a first-mover. Investors have fiercely debated the company's stock, which trades at a hefty premium to those of competitors like Ford and General Motors.One could argue that Tesla is a car company with money-sucking capital requirements like any other automotive maker. Others might say Tesla is a technology company that goes beyond vehicles. But there's something about Tesla that matters way more than this argument.Here is the chart that matters, and why it makes Tesla a superior stock to its electric vehicle (EV) competitors.What is the return on capital employed?In a way, Tesla is both an automotive and a technology company. Its unique factories, product plans, and eccentric CEO make it almost as fascinating a story as it is an investment. But you can look at the company's return on capital employed to get down to brass tacks and illustrate how the business is performing.The return on capital employed is a ratio (displayed as a percentage) that shows the return generated on a company's financial assets. It's calculated by dividing a company's earnings before interest and taxes (EBIT) by its capital employed. You can think of a business as a machine -- and when you put a dollar of capital into it, how much are you getting out?You can compare the return on capital employed between similar companies to get a sense of how efficient each business is.Where Tesla stands outLet's do that with Tesla, legacy competitors like Ford and General Motors, and start-up Rivian. Below, you'll see that Tesla has a significantly higher ROCE than all of the others -- Rivian's is profoundly negative at this point:TSLA Return on Capital Employed data by YChartsWhat explains these numbers? It's undoubtedly a combination of things, but it could boil down to some observations. First, a company must be profitable to generate a positive ROCE; Rivian is still unprofitable, because it doesn't manufacture enough vehicles to offset the costs of running its factories.Ford and General Motors are profitable, but they are straddling two businesses -- the new and old, electric vehicles and legacy combustion engine cars and trucks. Ford recently split its financials for the two sides of the company apart, disclosing that it lost around $3 billion in the past two years in the EV business and will lose $3 billion more in 2023.Why it makes Tesla a buyTesla stands out as the most established pure-EV company on the market. Rivian is playing catch-up, and will probably burn billions more in cash as it ramps up production. Meanwhile, Ford and General Motors could see their return on capital employed decrease as they invest in building their EV businesses. They must also continue balancing two types of vehicles that use different technology -- and that added cost burden may make it difficult to operate as efficiently as Tesla.This efficiency stands out when it comes to earnings growth. Analysts expect nearly 25% annual earnings growth from Tesla over the long term, and negative growth for Ford and General Motors. That arguably justifies the gulf between Tesla's price-to-earnings ratio (P/E) and the rest of the field.TSLA PE Ratio (Forward) data by YChartsNotably, Tesla's potential earnings growth could burn off any conceived premium in the stock over the next several years. Even at a market cap of $600 billion, Tesla has a case for a growth stock label. The company's long-term production goals still dwarf the 1.37 million units it produced in 2022.Tesla's superior return on capital employed positions it for strong earnings growth (and investment returns as a result) as EVs take center stage over the next decade and beyond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949400366,"gmtCreate":1678795152655,"gmtModify":1678795156367,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949400366","repostId":"1180759372","repostType":4,"repost":{"id":"1180759372","pubTimestamp":1678792387,"share":"https://www.laohu8.com/m/news/1180759372?lang=&edition=full","pubTime":"2023-03-14 19:13","market":"us","language":"en","title":"Inflation Report Arrives as Fed Confronts Bank Failures","url":"https://stock-news.laohu8.com/highlight/detail?id=1180759372","media":"The Wall Street Journal","summary":"The Labor Department’s inflation reading Tuesday will inform the Federal Reserve on price pressures ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/5b4faeea7ef8d00907cc0f82d06107b5\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/>The Labor Department’s inflation reading Tuesday will inform the Federal Reserve on price pressures in the economy as the central bank confronts bank failures.</p><p>The inflation rate has cooled from a recent peak last June, but has remained stubbornly high. The consumer-price index, a closely watched measure of inflation, advanced 6.4% in January from a year earlier, just edging down from December’s 6.5% increase.</p><p>The Labor Department will release its February CPI report at 8:30 a.m. ET Tuesday.</p><p>Stabilizing inflation along with signs of astrong labor marketand improvingconsumer spendingearly this year had introduced the possibility that the Fed could raise its benchmark interest rate by ahalf-percentage-pointat its March 21-22 meeting, after opting for a smaller increase in early February.</p><p>That calculus, however, was complicated by the collapse ofSilicon Valley Bankand other financial institutions in the past days. The central bank may move more cautiously next week to assess the state of the financial system.</p><p>Economists surveyed by The Wall Street Journal estimate that the consumer-price index cooled to a 6.0% increase in February from a year earlier. When excluding volatile food and energy prices, economists estimate the index edged down to a 5.5% gain from a 5.6% increase the prior month.</p><p>“The Fed still has more work to do” to bring inflation back to near its 2% target, saidMichael Gapen, chief U.S. economist forBank of America. “If the Fed is successful at corralling the recent market volatility and ringfencing the traditional banking sector, then it should be able to continue its gradual pace of rate hikes until monetary policy is sufficiently restrictive.”</p><p>The Fed has aggressivelyraised rates over the past yearin an effort to cool demand and combat inflation. Sharply higher interest rates contributed to the failure of $110 billionSignature Bankand $209 billion Silicon Valley Bank in recent days, and could complicate the central bank’s approach to raising rates this year, if the crisis were to spread further in the financial system.</p><p>Before the bank failures, the broader economy showed surprising strength to start the year. Spending at retailers and restaurants rose in January at the fastest month rate in nearly two years, and theFebruary jobs report, released Friday, showed employers added 311,000 jobs after adding half a million jobs in January.</p><p>Still, some signs of cooling have emerged. Economists estimate that retail spending declined in February. The Commerce Department will release new consumer data on Wednesday.</p><p>Wage growth moderated last month, suggesting that tight labor markets aren’t leading to rapid increases in workers’ paychecks. Andjob openings,while still well exceeding the number of unemployed seeking work, fell in January, the Labor Department said.Private-sector jobpostings estimates show continued cooling demand for labor.</p><p>Spending and employment is growing at service providers, such as restaurants, hotels, and doctor’s offices, which were hit hardest early in the pandemic. Those industries have underpinned recent inflationary pressure in part because of strong wage gains.</p><p>At First Watch, a chain of more than 400 breakfast and lunch cafes, there has been little sign of a consumer pullback. While labor and related costs rose by 11.4% in 2022, the company raised menu prices by an average of 7.8% during the year, after being able to keep prices flat during 2021. Annual supplier contracts have helped keep the chain’s food costs predictable, while same-restaurant sales rose 14.5% compared with 2021.</p><p>To capitalize on eager customers, the company is working to keep wait times low during peak periods such as weekend mornings. It is experimenting with different kitchen configurations and specialized roles such as dedicated beverage runners to free up servers.</p><p>“We have unfulfilled demand that’s right at our front door,” First Watch Chief Executive Chris Tomasso said. “We’re investing in improvement and processes and equipment and things such as that to capture that demand.”</p><p>In cases where labor shortages have led to higher prices, some consumers have pulled back and sought out cheaper alternatives.</p><p>Ruby Koch-Fienberg and Ben Surface, of Dover, N.Y., shopped around for a contractor who would replace a malfunctioning wood-burning and demolish its damaged chimney. They were told that there was little chance the work could be completed this winter, given the backlogs of work, and the job could cost thousands of dollars.</p><p>They are now contemplating doing the chimney demolition themselves.</p><p>“We could save up to $8,000 and have a really fun weekend,” Ms. Koch-Fienberg said.</p><p></p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation Report Arrives as Fed Confronts Bank Failures</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\">\nInflation Report Arrives as Fed Confronts Bank Failures\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-14 19:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/inflation-report-arrives-as-fed-confronts-bank-failures-5f0e10ae?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Labor Department’s inflation reading Tuesday will inform the Federal Reserve on price pressures in the economy as the central bank confronts bank failures.The inflation rate has cooled from a ...</p>\n\n<a href=\"https://www.wsj.com/articles/inflation-report-arrives-as-fed-confronts-bank-failures-5f0e10ae?mod=hp_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/inflation-report-arrives-as-fed-confronts-bank-failures-5f0e10ae?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180759372","content_text":"The Labor Department’s inflation reading Tuesday will inform the Federal Reserve on price pressures in the economy as the central bank confronts bank failures.The inflation rate has cooled from a recent peak last June, but has remained stubbornly high. The consumer-price index, a closely watched measure of inflation, advanced 6.4% in January from a year earlier, just edging down from December’s 6.5% increase.The Labor Department will release its February CPI report at 8:30 a.m. ET Tuesday.Stabilizing inflation along with signs of astrong labor marketand improvingconsumer spendingearly this year had introduced the possibility that the Fed could raise its benchmark interest rate by ahalf-percentage-pointat its March 21-22 meeting, after opting for a smaller increase in early February.That calculus, however, was complicated by the collapse ofSilicon Valley Bankand other financial institutions in the past days. The central bank may move more cautiously next week to assess the state of the financial system.Economists surveyed by The Wall Street Journal estimate that the consumer-price index cooled to a 6.0% increase in February from a year earlier. When excluding volatile food and energy prices, economists estimate the index edged down to a 5.5% gain from a 5.6% increase the prior month.“The Fed still has more work to do” to bring inflation back to near its 2% target, saidMichael Gapen, chief U.S. economist forBank of America. “If the Fed is successful at corralling the recent market volatility and ringfencing the traditional banking sector, then it should be able to continue its gradual pace of rate hikes until monetary policy is sufficiently restrictive.”The Fed has aggressivelyraised rates over the past yearin an effort to cool demand and combat inflation. Sharply higher interest rates contributed to the failure of $110 billionSignature Bankand $209 billion Silicon Valley Bank in recent days, and could complicate the central bank’s approach to raising rates this year, if the crisis were to spread further in the financial system.Before the bank failures, the broader economy showed surprising strength to start the year. Spending at retailers and restaurants rose in January at the fastest month rate in nearly two years, and theFebruary jobs report, released Friday, showed employers added 311,000 jobs after adding half a million jobs in January.Still, some signs of cooling have emerged. Economists estimate that retail spending declined in February. The Commerce Department will release new consumer data on Wednesday.Wage growth moderated last month, suggesting that tight labor markets aren’t leading to rapid increases in workers’ paychecks. Andjob openings,while still well exceeding the number of unemployed seeking work, fell in January, the Labor Department said.Private-sector jobpostings estimates show continued cooling demand for labor.Spending and employment is growing at service providers, such as restaurants, hotels, and doctor’s offices, which were hit hardest early in the pandemic. Those industries have underpinned recent inflationary pressure in part because of strong wage gains.At First Watch, a chain of more than 400 breakfast and lunch cafes, there has been little sign of a consumer pullback. While labor and related costs rose by 11.4% in 2022, the company raised menu prices by an average of 7.8% during the year, after being able to keep prices flat during 2021. Annual supplier contracts have helped keep the chain’s food costs predictable, while same-restaurant sales rose 14.5% compared with 2021.To capitalize on eager customers, the company is working to keep wait times low during peak periods such as weekend mornings. It is experimenting with different kitchen configurations and specialized roles such as dedicated beverage runners to free up servers.“We have unfulfilled demand that’s right at our front door,” First Watch Chief Executive Chris Tomasso said. “We’re investing in improvement and processes and equipment and things such as that to capture that demand.”In cases where labor shortages have led to higher prices, some consumers have pulled back and sought out cheaper alternatives.Ruby Koch-Fienberg and Ben Surface, of Dover, N.Y., shopped around for a contractor who would replace a malfunctioning wood-burning and demolish its damaged chimney. They were told that there was little chance the work could be completed this winter, given the backlogs of work, and the job could cost thousands of dollars.They are now contemplating doing the chimney demolition themselves.“We could save up to $8,000 and have a really fun weekend,” Ms. Koch-Fienberg said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954232680,"gmtCreate":1676381184441,"gmtModify":1676381187755,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954232680","repostId":"1120289401","repostType":4,"repost":{"id":"1120289401","pubTimestamp":1676359725,"share":"https://www.laohu8.com/m/news/1120289401?lang=&edition=full","pubTime":"2023-02-14 15:28","market":"us","language":"en","title":"Tesla Stock: Get Ready For A Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=1120289401","media":"Seeking Alpha","summary":"SummaryToday I see a fairly high risk of profit-taking in Tesla, Inc. stock and a further downward m","content":"<html><head></head><body><h2>Summary</h2><ul><li>Today I see a fairly high risk of profit-taking in Tesla, Inc. stock and a further downward movement shortly.</li><li>This is supported by both the general market indicators and the idiosyncratic technical signs in Tesla&#39;s price action.</li><li>The company&#39;s market cap now is much higher than its fair value, despite the doubling of my discounted cash flow analysis price output.</li><li>I believe that in 2023, investors will have even better chances to buy Tesla stock for a lot cheaper.</li></ul><p><img src=\"https://static.tigerbbs.com/15402ca3ce706835733f8b286527cedb\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>jetcityimage</p><h2>My Coverage History</h2><p>You are now reading my 6th article on<b>Tesla, Inc.</b>(NASDAQ:TSLA). I initiated coverage of TSLA on October 18, 2021, with a buy recommendation. At that time, the company&#39;s outlook seemed rosy and somefundamental tailwinds could support the continuation of the stock rally. Exactly 2 weeks and 3 days after that call, TSLA surged more than 46% and marked its all-time high, which was never reached again.</p><p><img src=\"https://static.tigerbbs.com/f520233e45c16f09424f3b27c2170986\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TrendSpider, author&#39;s notes</p><p>In mid-June 2022, I proposeda pair trade idea- a long position in Tesla and a short position in <b>Lucid Group, Inc.</b>(LCID) for the same dollar amount. I reasoned that the most robust company would continue to outperform the fast-growing niche of the auto market. In contrast, the most overvalued company in the group would continue to experience strong multiple contraction andfall much deeper. Since then, the spread between the two stocks has been comfortable enough to make money even after factoring in the commission on the short position and the sharp drop in TSLA in December 2022:</p><p><img src=\"https://static.tigerbbs.com/351f491c1849c318143c36ee85f28264\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>On October 21, I was Neutral, saying Tesla stock was overvalued and warning about the risks in the company&#39;s accounting - this call coincided with the start of &#34;the great meltdown.&#34;</p><p>At the end of December, I caught the news that Elon Musk had stopped selling his stock and would not sell for 1-2 more years - at least that&#39;s what he announced publicly. Few people wrote about it at the time, but as it turned out later, my guess about reducing supply in the market had a positive effect on the price action.</p><p>Inthe last article- &#34;<i>Tesla Stock: Go Fishing Below $100</i>&#34; - I wrote the following:</p><blockquote>No one knows exactly when the downward slide of Tesla stock will end. However, one thing seems clear to me -<b>TSLA&#39;s 43% drop in just 2 last months looks like a textbook stock market overreaction</b>against a backdrop of plenty of negative news and a lack of positive news for the company.</blockquote><blockquote>[emphasis added by the author]</blockquote><p>Then I expected TSLA to fall even lower - that&#39;s when I suggested taking a position in the portfolio. I was wrong - after my call, the stock has not fallen below $116 and has gained &gt;80% in 2 weeks and 2 days.</p><h2>My Updated Thesis Today</h2><p>Today <b>I see a fairly high risk of profit-taking and a further downward movement shortly.</b>This is supported by both the general market indicators and the idiosyncratic technical signs in TSLA&#39;s price action. All of this is coupled with a strong gap between the company&#39;s market capitalization and its fair value [I update my discounted cash flow, or DCF, model upward in today&#39;s article, but that does not solve the overvaluation problem]. I am Neutral on the stock again, but this time more bearish in the short term than before.</p><h2>Profit-Taking Is Around The Corner</h2><p>In recent weeks - and indeed since late December, when the market (SP500) refused to go lower after bouncing off its 200-day moving average - we have seen strong advances in sentiment. The extreme fear of mid-October 2022 has turned into extreme greed by early February 2023, and we are still in an environment of heightened greed, according toCNN&#39;s Fear &amp; Greed Index:</p><p><img src=\"https://static.tigerbbs.com/420ce6e30e8d175acd52aa1614ba7a9f\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CNN Business</p><p>It may seem to you in recent days that everyone is expecting another correction from current levels -<i>but that is not the case!</i>The consensus view, if you break down the above index into its component parts, is that the market should continue to rise shortly after the upcoming publication of the February CPI figures.</p><p>The McClellan Volume Summation Index - the volume of shares on the NYSE that are rising compared to the number of shares that are going down - peaked on Feb. 2 and is still at a very high level, which means the market still has a lot more buyers than sellers.</p><p><img src=\"https://static.tigerbbs.com/e6d9a80d128086a1fbcd9253302b38d3\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CNN Business</p><p>The previous highs of this indicator - April 4, August 18, and December 3, 2022 - coincided with the local highs of the S&amp;P 500 Index (SPY). The 5-day average of the put/call ratio behaved inversely proportional, which now also indicates an extremely bullish view of the general market:</p><p><img src=\"https://static.tigerbbs.com/119d62daa3efc23c3ce1cf80bdcfc4d5\" tg-width=\"640\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CNN Business</p><p>I point out these indicators in the Tesla article for two reasons.</p><p><b>First</b>, TSLA is a high-beta [2.11] stock whose 30-day rolling volatility exceeds the market by almost five times [YCharts data]. Simply put, this means that the usually positive correlation between TSLA and SPX forces the former to follow the movement of the latter at double or even triple speed. Now the correlation between Tesla stock and the broader market is broken - this goes against normality and is an anomaly that usually does not last long.</p><p><b>The second reason</b>is that the market rally we have seen recently appears to have been fueled by Tesla buyers. Just look at the volumes of the biggest 12 names:</p><p><img src=\"https://static.tigerbbs.com/64359c3491b3ce1db858a6488801de55\" tg-width=\"640\" tg-height=\"441\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bloomberg, shared by jeroen blokland [Twitter: @jsblokland]</p><p>The trading volume of Tesla has seen a drastic change in 2023 compared to 2022. In 2022, a 20-day average trading volume between 60 to 90 million shares per day was considered normal, with volumes exceeding 90 to 100 million being considered remarkable. However, in 2023, days with trading volumes below 150 million are now considered modest.</p><p>In my opinion, this is because in the last few weeks, more people wanted to buy the stock every day - the excitement was enormous when the mood of the crowd changed:</p><p><img src=\"https://static.tigerbbs.com/2b2deed2224374a4d0aac83767ac08b1\" tg-width=\"640\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>socialsentiment.io, author&#39;s notes</p><p>I expect massive profit-taking in TSLA stock now that we are moving from greed to fear again in the market -<b>those who came to chase the rally will most likely start closing their positions en masse, triggering an avalanche effect.</b></p><h2>Tesla&#39;s Technicals Are Bearish</h2><p>I am not a professional technician orCMT holder- just sharing my view on technical things that I find interesting for both bulls and bears.</p><p>The influx of new buyers in recent weeks has pushed the RSI indicator higher - this indicator reached the 85 mark on the 4-hour chart in late January. Since then, however, the strength gradually began to cool down, falling to 63 by February 11. Actually, everything would be fine, but during that time [2 weeks] the stock rose by almost 20%, while the RSI fell - an RSI divergence took place, continuing to this day:</p><p><img src=\"https://static.tigerbbs.com/a6182ea18a6a3631f1f008ebf066a291\" tg-width=\"640\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TrendSpider, TSLA [4-hour], author&#39;s notes</p><p>The daily chart confirms the bearish outlook for TSLA. We see that on February 9, TSLA stock failed to break through its local resistance zone - the lows of May, June, and October of 2022 - after which the price cooled down slightly (on February 10, we saw a 5% decline). The resulting candlestick pattern is known as the &#34;Bearish abandoned baby&#34;:</p><p><img src=\"https://static.tigerbbs.com/e9a2254681f7ed5e22aae46a4a3af0a0\" tg-width=\"640\" tg-height=\"319\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TrendSpider, TSLA (session), author&#39;s notes</p><p>This reversal pattern was, for example, on April 5 the beginning of a new downward trend:</p><p><img src=\"https://static.tigerbbs.com/0055c71df4962c92750049a5e7375223\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TrendSpider, TSLA, author&#39;s notes</p><p>Or, for example, at the end of November 2021, when the price tried twice to overcome its local resistance but finally gave up and fell by 17% within a few days:</p><p><img src=\"https://static.tigerbbs.com/826001c4e91889dad8fb32141a7f059c\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TrendSpider, TSLA, author&#39;s notes</p><p>This is just an indirect sign that Tesla has a difficult road ahead - you cannot just rely on these patterns. However, against the backdrop of the extreme greed I mentioned earlier, <b>the current technical picture is becoming way clearer in the short term</b>. Clearly bearish.</p><h2>Valuation, Again</h2><p>Let me briefly describe the conclusions I have come to in valuing Tesla last time [Jan. 10, 2023].</p><p>I took some investment banks&#39; reports and the consensus and made the DCF assumptions much more conservative - from the working capital estimates to the WACC. I also tried to use an exit multiple [EV/EBITDA] for the Enterprise Value calculation instead of Gordon&#39;s growth rate to minimize the sensitivity of the model and thus the extent to which the forecast deviates from reality. Then TSLA was valued at $98.53 per share.</p><p>As the company&#39;s subsequent Q4 2022reportshowed, the business has performed much better than I expected - so I have now decided to revise my assumptions again.</p><p>Despite falling prices and an apparent cooling of demand in China and globally, Teslabeatthe EPS consensus forecast [by 7.28%] for the 8th consecutive quarter.</p><p>On Feb. 1, 2023, Goldman Sachs&#39; U.S. Autos &amp; Industrial Tech team released a report [proprietary source] on how the automotive industry and some manufacturing companies, in particular, are doing in the U.S. market. According to GS estimates, Tesla has increased its share of the U.S. light vehicle market from 3.9% to 5% over the past year, while finished vehicle inventory in that market remains below historical levels - a clear bullish sign for TSLA investors and an excellent reason to note how the cuts in selling prices are making a positive impact on sales.</p><p><img src=\"https://static.tigerbbs.com/3fd96b3221aaf3e3cdf890fc23bd56ad\" tg-width=\"640\" tg-height=\"569\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Feb. 1, 2023, Goldman Sachs&#39; U.S. Autos &amp; Industrial Tech team</p><p>Tyler Durden from ZeroHedgegave interesting figuresa few days after the publication of that GS report. Based onVisual Capitalist&#39;s data, Tyler notes that Tesla is the absolute leader among its competitors in terms of net profit [and so gross profit and EBIT] per car sold.</p><p>It seems like Tesla&#39;s hard work is paying off. The company, known for having trouble keeping up with demand in the past, has seen a major decrease in its order backlog. In just a matter of months, thebacklog has gonefrom a whopping 476,000 units in July 2022 to a much smaller 74,000 units by December 2022. This decrease can be credited to Tesla&#39;s incredible production growth, which saw a 41% increase from 2021 to 2022.</p><p>I cannot update my model by just tweaking the exit multiple or the WACC part - I have to take into account the positive part of the company&#39;s resilience. I decided to stick to consensus revenue growth data; I expect the EBITDA margin to be 8.5% in FY2023 and gradually increase to 15% by E2026. According to my calculations, the EBIT margin will be affected by the upcoming slowdown in the economy, but it will then grow quite actively [1% in FY2023 -&gt; 10% in FY2026].</p><p>The ratios for working capital - including the ratio of receivables to sales, inventories to sales, and payables to sales - appear to be fairly steady and can be predicted for several years into the future without significant changes, based on the average figures. The ratio of CAPEX to sales is a crucial factor, as it greatly impacts the generation of FCF. In the past, this ratio showed a lot of variabilities, but as Tesla has grown, the ratio has steadily decreased. If there is a recession in late 2023, I anticipate that the ratio of CAPEX to sales will drop even further, possibly to as low as 7%. However, I expect it to rebound in 2024 to 8% and gradually reach 9% by E2026 as production continues to increase. Given all that, I am not making any alterations to my previous CAPEX and NWC predictions.</p><p>Just like last time, I calculate my WACC based on the CAPM model. But now my inputs shifted a little bit:</p><ul><li>beta = 2.03;</li><li>cost of debt = 8%;</li><li>tax rate = 12.99%;</li><li>risk-free rate = 3.5%;</li><li>cost of equity = 4.5%.</li></ul><p>So my WACC is only 0.3% higher than JPM&#39;s - 12.55%. In my opinion, this is a very reasonable discount rate for the risk investors take in buying Tesla shares.</p><p>However, I have decided to increase the exit EV/EBITDA multiple from 12x to 15x so that my valuation model takes into account the hopes of all investors for abnormal growth in the post-forecast period [which will start in only 4 forecast years].</p><p>Here&#39;s the output table I&#39;ve got:</p><p><img src=\"https://static.tigerbbs.com/258f1e7ef0f2f41491fd1c7d42880994\" tg-width=\"503\" tg-height=\"669\" width=\"100%\" height=\"auto\"/> </p><p>As you can see, <b>my &#34;fair&#34; price target doubled from $98.53 to $196.89 per share.</b>However, the overvaluation has increased by a factor of ~2.5, as TSLA has already made strong gains in recent weeks.</p><p>It is nice to see that the results of my valuation - despite the rather simple approach of modeling - are around the 60-70% percentile, accordingto Aswath Damodaran&#39;s model. This means that I may be not very far from reality.</p><p>Also, the fact that Tesla&#39;s rally was so fast is not just my opinion. Analysts at Morgan Stanley, whose assumptions I discussed in great detail in one of my earlier Tesla articles, have noted that the recent rally severely limits the upside potential of TSLA stock in the near term [proprietary source]. The bulls will need a lot more tailwinds and positive news to keep the stock on the upswing:</p><p><img src=\"https://static.tigerbbs.com/8d72b9d46f30b9fefc071f20f6c060a2\" tg-width=\"640\" tg-height=\"552\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Morgan Stanley [02/09/2023] + author&#39;s notes</p><h2>The Verdict</h2><p>The market&#39;s feeling pretty greedy right now, according to CNN&#39;s Fear &amp; Greed Index - and it looks like Tesla buyers have been driving the recent stock rally. But when the market even hints at slowing down, these buyers are likely to bail and take their profits. The normal relationship between Tesla and the overall market has gone haywire, which probably won&#39;t stick around for long. When the bears get the chance, it looks like Tesla stock will be the first to take a nosedive. Technical signals and a huge divergence from the stock&#39;s &#34;fair value&#34; are already showing this risk.</p><p>However, I may be wrong on all points of my analysis. If, for example, the February figures CPI turn out better than expected, the markets could receive additional growth impetus - investors now have enough cash to spend. Another risk to my thesis is the subjectivity of technical analysis and valuation. Everyone reads and analyzes charts differently, and different time frames lead to different conclusions. On the monthly chart, TSLA is far from being overbought, and even more - it may seem like a great buy right now.</p><p><img src=\"https://static.tigerbbs.com/badab3c2ce2e4808f5965df3e350755f\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TrendSpider, TSLA [monthly], author&#39;s notes</p><p>The Morningstar&#39;s systemdisagrees with my fair value conclusions - it thinks TSLA is ~12% undervalued even after its big rally:</p><p><img src=\"https://static.tigerbbs.com/3ad094da2ea771e3dabce7c88c90c2cb\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Morningstar Premium</p><p>Even though I&#39;ve doubled my price target, I still think Tesla, Inc. is more likely to see a big sell-off now compared to a few weeks ago or the last time I wrote about the company. I&#39;m keeping my Hold [Neutral] rating but can&#39;t suggest buying TSLA because of the reasons mentioned above. I believe that in 2023, investors will have even better chances to buy this stock for a lot cheaper.</p></body></html>","source":"seekingalpha_fund","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>Tesla Stock: Get Ready For A Sell-Off</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\">\nTesla Stock: Get Ready For A Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-14 15:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4577781-tesla-stock-get-ready-for-a-sell-off><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryToday I see a fairly high risk of profit-taking in Tesla, Inc. stock and a further downward movement shortly.This is supported by both the general market indicators and the idiosyncratic ...</p>\n\n<a href=\"https://seekingalpha.com/article/4577781-tesla-stock-get-ready-for-a-sell-off\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4577781-tesla-stock-get-ready-for-a-sell-off","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120289401","content_text":"SummaryToday I see a fairly high risk of profit-taking in Tesla, Inc. stock and a further downward movement shortly.This is supported by both the general market indicators and the idiosyncratic technical signs in Tesla's price action.The company's market cap now is much higher than its fair value, despite the doubling of my discounted cash flow analysis price output.I believe that in 2023, investors will have even better chances to buy Tesla stock for a lot cheaper.jetcityimageMy Coverage HistoryYou are now reading my 6th article onTesla, Inc.(NASDAQ:TSLA). I initiated coverage of TSLA on October 18, 2021, with a buy recommendation. At that time, the company's outlook seemed rosy and somefundamental tailwinds could support the continuation of the stock rally. Exactly 2 weeks and 3 days after that call, TSLA surged more than 46% and marked its all-time high, which was never reached again.TrendSpider, author's notesIn mid-June 2022, I proposeda pair trade idea- a long position in Tesla and a short position in Lucid Group, Inc.(LCID) for the same dollar amount. I reasoned that the most robust company would continue to outperform the fast-growing niche of the auto market. In contrast, the most overvalued company in the group would continue to experience strong multiple contraction andfall much deeper. Since then, the spread between the two stocks has been comfortable enough to make money even after factoring in the commission on the short position and the sharp drop in TSLA in December 2022:Data byYChartsOn October 21, I was Neutral, saying Tesla stock was overvalued and warning about the risks in the company's accounting - this call coincided with the start of \"the great meltdown.\"At the end of December, I caught the news that Elon Musk had stopped selling his stock and would not sell for 1-2 more years - at least that's what he announced publicly. Few people wrote about it at the time, but as it turned out later, my guess about reducing supply in the market had a positive effect on the price action.Inthe last article- \"Tesla Stock: Go Fishing Below $100\" - I wrote the following:No one knows exactly when the downward slide of Tesla stock will end. However, one thing seems clear to me -TSLA's 43% drop in just 2 last months looks like a textbook stock market overreactionagainst a backdrop of plenty of negative news and a lack of positive news for the company.[emphasis added by the author]Then I expected TSLA to fall even lower - that's when I suggested taking a position in the portfolio. I was wrong - after my call, the stock has not fallen below $116 and has gained >80% in 2 weeks and 2 days.My Updated Thesis TodayToday I see a fairly high risk of profit-taking and a further downward movement shortly.This is supported by both the general market indicators and the idiosyncratic technical signs in TSLA's price action. All of this is coupled with a strong gap between the company's market capitalization and its fair value [I update my discounted cash flow, or DCF, model upward in today's article, but that does not solve the overvaluation problem]. I am Neutral on the stock again, but this time more bearish in the short term than before.Profit-Taking Is Around The CornerIn recent weeks - and indeed since late December, when the market (SP500) refused to go lower after bouncing off its 200-day moving average - we have seen strong advances in sentiment. The extreme fear of mid-October 2022 has turned into extreme greed by early February 2023, and we are still in an environment of heightened greed, according toCNN's Fear & Greed Index:CNN BusinessIt may seem to you in recent days that everyone is expecting another correction from current levels -but that is not the case!The consensus view, if you break down the above index into its component parts, is that the market should continue to rise shortly after the upcoming publication of the February CPI figures.The McClellan Volume Summation Index - the volume of shares on the NYSE that are rising compared to the number of shares that are going down - peaked on Feb. 2 and is still at a very high level, which means the market still has a lot more buyers than sellers.CNN BusinessThe previous highs of this indicator - April 4, August 18, and December 3, 2022 - coincided with the local highs of the S&P 500 Index (SPY). The 5-day average of the put/call ratio behaved inversely proportional, which now also indicates an extremely bullish view of the general market:CNN BusinessI point out these indicators in the Tesla article for two reasons.First, TSLA is a high-beta [2.11] stock whose 30-day rolling volatility exceeds the market by almost five times [YCharts data]. Simply put, this means that the usually positive correlation between TSLA and SPX forces the former to follow the movement of the latter at double or even triple speed. Now the correlation between Tesla stock and the broader market is broken - this goes against normality and is an anomaly that usually does not last long.The second reasonis that the market rally we have seen recently appears to have been fueled by Tesla buyers. Just look at the volumes of the biggest 12 names:Bloomberg, shared by jeroen blokland [Twitter: @jsblokland]The trading volume of Tesla has seen a drastic change in 2023 compared to 2022. In 2022, a 20-day average trading volume between 60 to 90 million shares per day was considered normal, with volumes exceeding 90 to 100 million being considered remarkable. However, in 2023, days with trading volumes below 150 million are now considered modest.In my opinion, this is because in the last few weeks, more people wanted to buy the stock every day - the excitement was enormous when the mood of the crowd changed:socialsentiment.io, author's notesI expect massive profit-taking in TSLA stock now that we are moving from greed to fear again in the market -those who came to chase the rally will most likely start closing their positions en masse, triggering an avalanche effect.Tesla's Technicals Are BearishI am not a professional technician orCMT holder- just sharing my view on technical things that I find interesting for both bulls and bears.The influx of new buyers in recent weeks has pushed the RSI indicator higher - this indicator reached the 85 mark on the 4-hour chart in late January. Since then, however, the strength gradually began to cool down, falling to 63 by February 11. Actually, everything would be fine, but during that time [2 weeks] the stock rose by almost 20%, while the RSI fell - an RSI divergence took place, continuing to this day:TrendSpider, TSLA [4-hour], author's notesThe daily chart confirms the bearish outlook for TSLA. We see that on February 9, TSLA stock failed to break through its local resistance zone - the lows of May, June, and October of 2022 - after which the price cooled down slightly (on February 10, we saw a 5% decline). The resulting candlestick pattern is known as the \"Bearish abandoned baby\":TrendSpider, TSLA (session), author's notesThis reversal pattern was, for example, on April 5 the beginning of a new downward trend:TrendSpider, TSLA, author's notesOr, for example, at the end of November 2021, when the price tried twice to overcome its local resistance but finally gave up and fell by 17% within a few days:TrendSpider, TSLA, author's notesThis is just an indirect sign that Tesla has a difficult road ahead - you cannot just rely on these patterns. However, against the backdrop of the extreme greed I mentioned earlier, the current technical picture is becoming way clearer in the short term. Clearly bearish.Valuation, AgainLet me briefly describe the conclusions I have come to in valuing Tesla last time [Jan. 10, 2023].I took some investment banks' reports and the consensus and made the DCF assumptions much more conservative - from the working capital estimates to the WACC. I also tried to use an exit multiple [EV/EBITDA] for the Enterprise Value calculation instead of Gordon's growth rate to minimize the sensitivity of the model and thus the extent to which the forecast deviates from reality. Then TSLA was valued at $98.53 per share.As the company's subsequent Q4 2022reportshowed, the business has performed much better than I expected - so I have now decided to revise my assumptions again.Despite falling prices and an apparent cooling of demand in China and globally, Teslabeatthe EPS consensus forecast [by 7.28%] for the 8th consecutive quarter.On Feb. 1, 2023, Goldman Sachs' U.S. Autos & Industrial Tech team released a report [proprietary source] on how the automotive industry and some manufacturing companies, in particular, are doing in the U.S. market. According to GS estimates, Tesla has increased its share of the U.S. light vehicle market from 3.9% to 5% over the past year, while finished vehicle inventory in that market remains below historical levels - a clear bullish sign for TSLA investors and an excellent reason to note how the cuts in selling prices are making a positive impact on sales.Feb. 1, 2023, Goldman Sachs' U.S. Autos & Industrial Tech teamTyler Durden from ZeroHedgegave interesting figuresa few days after the publication of that GS report. Based onVisual Capitalist's data, Tyler notes that Tesla is the absolute leader among its competitors in terms of net profit [and so gross profit and EBIT] per car sold.It seems like Tesla's hard work is paying off. The company, known for having trouble keeping up with demand in the past, has seen a major decrease in its order backlog. In just a matter of months, thebacklog has gonefrom a whopping 476,000 units in July 2022 to a much smaller 74,000 units by December 2022. This decrease can be credited to Tesla's incredible production growth, which saw a 41% increase from 2021 to 2022.I cannot update my model by just tweaking the exit multiple or the WACC part - I have to take into account the positive part of the company's resilience. I decided to stick to consensus revenue growth data; I expect the EBITDA margin to be 8.5% in FY2023 and gradually increase to 15% by E2026. According to my calculations, the EBIT margin will be affected by the upcoming slowdown in the economy, but it will then grow quite actively [1% in FY2023 -> 10% in FY2026].The ratios for working capital - including the ratio of receivables to sales, inventories to sales, and payables to sales - appear to be fairly steady and can be predicted for several years into the future without significant changes, based on the average figures. The ratio of CAPEX to sales is a crucial factor, as it greatly impacts the generation of FCF. In the past, this ratio showed a lot of variabilities, but as Tesla has grown, the ratio has steadily decreased. If there is a recession in late 2023, I anticipate that the ratio of CAPEX to sales will drop even further, possibly to as low as 7%. However, I expect it to rebound in 2024 to 8% and gradually reach 9% by E2026 as production continues to increase. Given all that, I am not making any alterations to my previous CAPEX and NWC predictions.Just like last time, I calculate my WACC based on the CAPM model. But now my inputs shifted a little bit:beta = 2.03;cost of debt = 8%;tax rate = 12.99%;risk-free rate = 3.5%;cost of equity = 4.5%.So my WACC is only 0.3% higher than JPM's - 12.55%. In my opinion, this is a very reasonable discount rate for the risk investors take in buying Tesla shares.However, I have decided to increase the exit EV/EBITDA multiple from 12x to 15x so that my valuation model takes into account the hopes of all investors for abnormal growth in the post-forecast period [which will start in only 4 forecast years].Here's the output table I've got: As you can see, my \"fair\" price target doubled from $98.53 to $196.89 per share.However, the overvaluation has increased by a factor of ~2.5, as TSLA has already made strong gains in recent weeks.It is nice to see that the results of my valuation - despite the rather simple approach of modeling - are around the 60-70% percentile, accordingto Aswath Damodaran's model. This means that I may be not very far from reality.Also, the fact that Tesla's rally was so fast is not just my opinion. Analysts at Morgan Stanley, whose assumptions I discussed in great detail in one of my earlier Tesla articles, have noted that the recent rally severely limits the upside potential of TSLA stock in the near term [proprietary source]. The bulls will need a lot more tailwinds and positive news to keep the stock on the upswing:Morgan Stanley [02/09/2023] + author's notesThe VerdictThe market's feeling pretty greedy right now, according to CNN's Fear & Greed Index - and it looks like Tesla buyers have been driving the recent stock rally. But when the market even hints at slowing down, these buyers are likely to bail and take their profits. The normal relationship between Tesla and the overall market has gone haywire, which probably won't stick around for long. When the bears get the chance, it looks like Tesla stock will be the first to take a nosedive. Technical signals and a huge divergence from the stock's \"fair value\" are already showing this risk.However, I may be wrong on all points of my analysis. If, for example, the February figures CPI turn out better than expected, the markets could receive additional growth impetus - investors now have enough cash to spend. Another risk to my thesis is the subjectivity of technical analysis and valuation. Everyone reads and analyzes charts differently, and different time frames lead to different conclusions. On the monthly chart, TSLA is far from being overbought, and even more - it may seem like a great buy right now.TrendSpider, TSLA [monthly], author's notesThe Morningstar's systemdisagrees with my fair value conclusions - it thinks TSLA is ~12% undervalued even after its big rally:Morningstar PremiumEven though I've doubled my price target, I still think Tesla, Inc. is more likely to see a big sell-off now compared to a few weeks ago or the last time I wrote about the company. I'm keeping my Hold [Neutral] rating but can't suggest buying TSLA because of the reasons mentioned above. I believe that in 2023, investors will have even better chances to buy this stock for a lot cheaper.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952528660,"gmtCreate":1674831373450,"gmtModify":1676538961395,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952528660","repostId":"1194593831","repostType":4,"repost":{"id":"1194593831","pubTimestamp":1674833295,"share":"https://www.laohu8.com/m/news/1194593831?lang=&edition=full","pubTime":"2023-01-27 23:28","market":"us","language":"en","title":"The Next Leg Lower In The S&P 500 May Be Starting","url":"https://stock-news.laohu8.com/highlight/detail?id=1194593831","media":"Seeking Alpha","summary":"SummaryThe S&P 500 is very expensive on a PE multiple basis.The index is also very expensive relativ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500 is very expensive on a PE multiple basis.</li><li>The index is also very expensive relative to the 10-year rate.</li><li>This is for earnings growth that is deteriorating.</li></ul><p>The next leg of the bear market could be here, as investors begin to turn their attention away from the Fed to a significant deceleration in earnings as valuations head higher. Relative to bonds, stocks haven&#39;t been this expensive in more than a decade, which should make investors take a step back and look at what they are paying for.</p><p>The S&amp;P 500 (SP500) is currently trading for around 18 times 2023 earnings estimates of $224.68. While that may sound cheap, it is not cheap over the long run; it is just that investors have gotten used to the bloated valuation witnessed during the pandemic bubble. It is especially true as earnings estimate steadily decline for 2023 and the projected growth is melting away.</p><p><img src=\"https://static.tigerbbs.com/b3991dc59575499371b6df0f452d2103\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>18</p><p>More interesting is that roughly 18 times earnings have served as a top in the S&amp;P 500 during the August and December peaks. Historically, the only times that the index traded above 18 times forward earnings were from 1997 until 2001 and late 2019 until the winter of 2022, which were undoubtedly bubble periods.</p><p><img src=\"https://static.tigerbbs.com/b2c40086b05ab604a47259198c293248\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Relatively Over Valued</b></p><p>Even when comparing the S&amp;P 500 to interest rates, the S&amp;P 500 is not cheap, with an earnings yield for 2023 of around 5.7% versus a 10-year rate of about 3.45%. That creates a spread of approximately 2.25%, the narrowest spread between the two since 2007. It tells us that S&amp;P 500 is expensive versus the 10-year rate.</p><p><img src=\"https://static.tigerbbs.com/d67b493e3cf0b607570e27b93ab03fe4\" tg-width=\"640\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>So, not only are stocks expensive on an absolute basis and when evaluating the S&amp;P 500 versus the 10-year rate, but it is also expensive when considering the index is expected to grow earnings by just 3% in 2023, as earnings and profit margins are revised lower.</p><p><img src=\"https://static.tigerbbs.com/c473408e75d19c0ea36d955d70c6d7f1\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Below Trend Growth</b></p><p>On top of that, mounting evidence suggests that earnings estimates are likely to head lower as the economy continues to slow to below-trend growth rates as the Fed is targeting. The US Leading Indicators, over time, have had a strong relationship with trends in earnings growth rates. Currently, the LEI is down by 7.4% on a year-over-year basis and has been steadily trending lower since peaking in the summer of 2021.</p><p><img src=\"https://static.tigerbbs.com/ce4e01b3959964f228860c5a89f35a7c\" tg-width=\"640\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Additionally, there is a similar relationship when using the ISM manufacturing index. This also tells us that the economy is slowing, and year-over-year earnings growth tends to follow the ISM trends over time.</p><p><img src=\"https://static.tigerbbs.com/dd9e71df7e9a9cd8da485574f9866e5f\" tg-width=\"640\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>When breaking this market down, it is overvalued on many levels, making it hard for the index to continue to push higher from here. It is probably why the index has stopped rising on the two prior occasions around 18 times and is struggling to move higher on this most recent test of that PE ratio.</p><p><img src=\"https://static.tigerbbs.com/5a5e2fd36c94297bd6cfec54dc1e803c\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The bulls need to ask themselves how much they are willing to pay for earnings on an index that will have virtually no earnings growth in 2023 and is trading with its tightest premium to the 10-year rate in 15 years as there remains a great deal of uncertainty around the path of monetary policy and the overall direction of inflation.</p></body></html>","source":"seekingalpha_fund","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>The Next Leg Lower In The S&P 500 May Be Starting</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\">\nThe Next Leg Lower In The S&P 500 May Be Starting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-27 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4572327-next-leg-lower-in-sp-500-may-be-starting><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 is very expensive on a PE multiple basis.The index is also very expensive relative to the 10-year rate.This is for earnings growth that is deteriorating.The next leg of the bear ...</p>\n\n<a href=\"https://seekingalpha.com/article/4572327-next-leg-lower-in-sp-500-may-be-starting\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4572327-next-leg-lower-in-sp-500-may-be-starting","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194593831","content_text":"SummaryThe S&P 500 is very expensive on a PE multiple basis.The index is also very expensive relative to the 10-year rate.This is for earnings growth that is deteriorating.The next leg of the bear market could be here, as investors begin to turn their attention away from the Fed to a significant deceleration in earnings as valuations head higher. Relative to bonds, stocks haven't been this expensive in more than a decade, which should make investors take a step back and look at what they are paying for.The S&P 500 (SP500) is currently trading for around 18 times 2023 earnings estimates of $224.68. While that may sound cheap, it is not cheap over the long run; it is just that investors have gotten used to the bloated valuation witnessed during the pandemic bubble. It is especially true as earnings estimate steadily decline for 2023 and the projected growth is melting away.Bloomberg18More interesting is that roughly 18 times earnings have served as a top in the S&P 500 during the August and December peaks. Historically, the only times that the index traded above 18 times forward earnings were from 1997 until 2001 and late 2019 until the winter of 2022, which were undoubtedly bubble periods.BloombergRelatively Over ValuedEven when comparing the S&P 500 to interest rates, the S&P 500 is not cheap, with an earnings yield for 2023 of around 5.7% versus a 10-year rate of about 3.45%. That creates a spread of approximately 2.25%, the narrowest spread between the two since 2007. It tells us that S&P 500 is expensive versus the 10-year rate.BloombergSo, not only are stocks expensive on an absolute basis and when evaluating the S&P 500 versus the 10-year rate, but it is also expensive when considering the index is expected to grow earnings by just 3% in 2023, as earnings and profit margins are revised lower.BloombergBelow Trend GrowthOn top of that, mounting evidence suggests that earnings estimates are likely to head lower as the economy continues to slow to below-trend growth rates as the Fed is targeting. The US Leading Indicators, over time, have had a strong relationship with trends in earnings growth rates. Currently, the LEI is down by 7.4% on a year-over-year basis and has been steadily trending lower since peaking in the summer of 2021.BloombergAdditionally, there is a similar relationship when using the ISM manufacturing index. This also tells us that the economy is slowing, and year-over-year earnings growth tends to follow the ISM trends over time.BloombergWhen breaking this market down, it is overvalued on many levels, making it hard for the index to continue to push higher from here. It is probably why the index has stopped rising on the two prior occasions around 18 times and is struggling to move higher on this most recent test of that PE ratio.BloombergThe bulls need to ask themselves how much they are willing to pay for earnings on an index that will have virtually no earnings growth in 2023 and is trading with its tightest premium to the 10-year rate in 15 years as there remains a great deal of uncertainty around the path of monetary policy and the overall direction of inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952167376,"gmtCreate":1674541013496,"gmtModify":1676538945697,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952167376","repostId":"1126742462","repostType":4,"repost":{"id":"1126742462","pubTimestamp":1674519253,"share":"https://www.laohu8.com/m/news/1126742462?lang=&edition=full","pubTime":"2023-01-24 08:14","market":"us","language":"en","title":"Elon Musk’s Fortune Soars $11 Billion in Two Days While Testifying","url":"https://stock-news.laohu8.com/highlight/detail?id=1126742462","media":"Bloomberg","summary":"As Elon Musk was giving his second day of testimony in San Francisco about his 2018 Tesla Inc. go-pr","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/19a4194dc9030ba7d88b0a0bebfc84cc\" tg-width=\"1000\" tg-height=\"666\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>As Elon Musk was giving his second day of testimony in San Francisco about his 2018 Tesla Inc. go-private tweet, his wealth was increasing by the most in more than two months.</p><p>Musk’s fortune has swelled by about $10.6 billion to $145.2 billion since taking the stand on Friday, according to theBloomberg Billionaires Index, the biggest two-day gain since November. His net worth has rebounded this year along with the majority of the world’s 500 richest people as markets bounce back from a turbulent 2022.</p><p>Musk, 51, is facing a securities-fraud lawsuit stemming from his tweetin August 2018 in which he said he was “considering taking Tesla private at $420. Funding secured.” Investors are arguing that his claims about having the money to take the electric carmaker private amounted to lies that saddled them with big losses before the plan was abandoned. Musk has maintained that there’s no causal link between his tweets and the share-price move (Tesla stock rose as much as 13.3% on the day of the take-private tweet).</p><p>It’s not clear which way the federal jury trial will go. Musk told Saudi investors in 2018 that hedidn’t own enough of Tesla to take it private by himself, according to a transcript of the conversation disclosed in a proposed court filing Monday. Musk maintained that the Riyadh-based Public Investment Fund “unequivocallywanted to take Tesla private” and accused Yasir Al-Rumayyan, the governor of Saudi Arabia’s sovereign wealth fund, of backpedaling.</p><p>Musk said he owned around 19% of Tesla at the time, and possibly 25% if he exercised some options, according to the transcript. He now owns about 13%, after sellingalmost $40 billionsince late 2021 to pay taxes and help fund his Twitter acquisition.</p><p>The billionaire also insisted that his Space Exploration Technologies Corp. shares alone would have secured the funding needed to take Tesla private. SpaceX has become an increasingly crucial part of his fortune — his 42% stake in the closely held company is worth about $49 billion, according to the Bloomberg wealth index.</p><p>Musk, who bought Twitter for $54.20 a share, was asked about the root of his $420 share price offer. He said it was “not a joke.”</p><p>But “there is some karma around 420,” he said. There’s a “question whether that is good or bad karma at this point.”</p><p>Musk last month became the first person ever to see$200 billion erasedfrom their net worth. He’s now down about $195 billion from his peak.</p></body></html>","source":"lsy1584095487587","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>Elon Musk’s Fortune Soars $11 Billion in Two Days While Testifying</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\">\nElon Musk’s Fortune Soars $11 Billion in Two Days While Testifying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-24 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-23/elon-musk-fortune-soars-11-billion-in-two-days-while-testifying-on-tesla-tweet><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As Elon Musk was giving his second day of testimony in San Francisco about his 2018 Tesla Inc. go-private tweet, his wealth was increasing by the most in more than two months.Musk’s fortune has ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-23/elon-musk-fortune-soars-11-billion-in-two-days-while-testifying-on-tesla-tweet\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-23/elon-musk-fortune-soars-11-billion-in-two-days-while-testifying-on-tesla-tweet","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126742462","content_text":"As Elon Musk was giving his second day of testimony in San Francisco about his 2018 Tesla Inc. go-private tweet, his wealth was increasing by the most in more than two months.Musk’s fortune has swelled by about $10.6 billion to $145.2 billion since taking the stand on Friday, according to theBloomberg Billionaires Index, the biggest two-day gain since November. His net worth has rebounded this year along with the majority of the world’s 500 richest people as markets bounce back from a turbulent 2022.Musk, 51, is facing a securities-fraud lawsuit stemming from his tweetin August 2018 in which he said he was “considering taking Tesla private at $420. Funding secured.” Investors are arguing that his claims about having the money to take the electric carmaker private amounted to lies that saddled them with big losses before the plan was abandoned. Musk has maintained that there’s no causal link between his tweets and the share-price move (Tesla stock rose as much as 13.3% on the day of the take-private tweet).It’s not clear which way the federal jury trial will go. Musk told Saudi investors in 2018 that hedidn’t own enough of Tesla to take it private by himself, according to a transcript of the conversation disclosed in a proposed court filing Monday. Musk maintained that the Riyadh-based Public Investment Fund “unequivocallywanted to take Tesla private” and accused Yasir Al-Rumayyan, the governor of Saudi Arabia’s sovereign wealth fund, of backpedaling.Musk said he owned around 19% of Tesla at the time, and possibly 25% if he exercised some options, according to the transcript. He now owns about 13%, after sellingalmost $40 billionsince late 2021 to pay taxes and help fund his Twitter acquisition.The billionaire also insisted that his Space Exploration Technologies Corp. shares alone would have secured the funding needed to take Tesla private. SpaceX has become an increasingly crucial part of his fortune — his 42% stake in the closely held company is worth about $49 billion, according to the Bloomberg wealth index.Musk, who bought Twitter for $54.20 a share, was asked about the root of his $420 share price offer. He said it was “not a joke.”But “there is some karma around 420,” he said. There’s a “question whether that is good or bad karma at this point.”Musk last month became the first person ever to see$200 billion erasedfrom their net worth. He’s now down about $195 billion from his peak.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952387288,"gmtCreate":1674464252245,"gmtModify":1676538941411,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952387288","repostId":"2305978130","repostType":2,"repost":{"id":"2305978130","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674461361,"share":"https://www.laohu8.com/m/news/2305978130?lang=&edition=full","pubTime":"2023-01-23 16:09","market":"us","language":"en","title":"Giant Fund Buys Up Tesla and Plug Power Stock, Sells GM","url":"https://stock-news.laohu8.com/highlight/detail?id=2305978130","media":"Dow Jones","summary":"A large European asset manager recently made adjustments in its U.S.-traded stock investments that s","content":"<html><head></head><body><p>A large European asset manager recently made adjustments in its U.S.-traded stock investments that seem to favor electric vehicles over traditional car makers.</p><p>DNB Asset Management materially increased investments in EV maker <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and Plug Power <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a>, a hydrogen fuel-cell technology company, while slashing its stake in General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> in the fourth quarter. The unit of Norway&#39;s largest financial-services firm, DNB, disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.</p><p>DNB, which manages about $87 billion in assets, declined to comment on the stock trades.</p><p>Tesla stock dove 65% in 2022, compared with a 19% drop in the S&amp;P 500 index. So far in 2023, the shares are up 8.3%, while the index has added 3.5%. DNB bought 87,491 more Tesla shares in the fourth quarter to end 2022 with 617,655 shares.</p><p>Most of the slide in Tesla shares last year was in the fourth quarter. A major part of the backdrop was the closing of Tesla CEO Elon Musk&#39;s acquisition of social-media platform Twitter. Musk&#39;s tenure at Twitter has been volatile, and issues there seem to inordinately affect Tesla stock. Apart from Twitter, the auto maker lost market share in the fourth quarter, and Tesla has been cutting prices in the new year.</p><p>In December, Plug Power announced an alliance with Tesla rival Nikola <a href=\"https://laohu8.com/S/NKLA\">$(NKLA)$</a>, which makes battery- and hydrogen-powered semi-trucks and has an energy-solutions division. Plug Power had disclosed project delays in October, followed by a November announcement of lower-than-expected third-quarter sales.</p><p>Plug Power stock dove 56% in 2022, but so far in 2023 shares have surged 29%. Part of the surge in the new year came with the Jan. 10 announcement that Plug Power received a contract to provide hydrogen-liquefaction systems to <a href=\"https://laohu8.com/S/TRP\">TC Energy</a> <a href=\"https://laohu8.com/S/TRP.UK\">$(TRP.UK)$</a>.</p><p>DNB bought 243,041 more Plug Power shares to end the fourth quarter with 2.1 million shares.</p><p>DNB sold 687,060 GM shares in the quarter, slashing its stake to 210,901 shares. GM stock crumbled 43% in 2022, and so far in January shares are up 5%.</p><p>GM may be known as a maker of conventional, gas-powered cars, but it is also a formidable competitor to Tesla for EVs. GM&#39;s EV business isn&#39;t now profitable, but the company expects it to be &#34;solidly profitable&#34; by 2025. CEO Mary Barra  told us in November that investors and analysts &#34;don&#39;t understand the power that we have and that we&#39;re funding this transformation&#34; to EVs from conventional cars.</p><p>Inside Scoop is a regular Barron&#39;s feature covering stock transactions by corporate executives and board members -- so-called insiders -- as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.</p></body></html>","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>Giant Fund Buys Up Tesla and Plug Power Stock, Sells GM</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\">\nGiant Fund Buys Up Tesla and Plug Power Stock, Sells GM\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-23 16:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A large European asset manager recently made adjustments in its U.S.-traded stock investments that seem to favor electric vehicles over traditional car makers.</p><p>DNB Asset Management materially increased investments in EV maker <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and Plug Power <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a>, a hydrogen fuel-cell technology company, while slashing its stake in General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> in the fourth quarter. The unit of Norway&#39;s largest financial-services firm, DNB, disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.</p><p>DNB, which manages about $87 billion in assets, declined to comment on the stock trades.</p><p>Tesla stock dove 65% in 2022, compared with a 19% drop in the S&amp;P 500 index. So far in 2023, the shares are up 8.3%, while the index has added 3.5%. DNB bought 87,491 more Tesla shares in the fourth quarter to end 2022 with 617,655 shares.</p><p>Most of the slide in Tesla shares last year was in the fourth quarter. A major part of the backdrop was the closing of Tesla CEO Elon Musk&#39;s acquisition of social-media platform Twitter. Musk&#39;s tenure at Twitter has been volatile, and issues there seem to inordinately affect Tesla stock. Apart from Twitter, the auto maker lost market share in the fourth quarter, and Tesla has been cutting prices in the new year.</p><p>In December, Plug Power announced an alliance with Tesla rival Nikola <a href=\"https://laohu8.com/S/NKLA\">$(NKLA)$</a>, which makes battery- and hydrogen-powered semi-trucks and has an energy-solutions division. Plug Power had disclosed project delays in October, followed by a November announcement of lower-than-expected third-quarter sales.</p><p>Plug Power stock dove 56% in 2022, but so far in 2023 shares have surged 29%. Part of the surge in the new year came with the Jan. 10 announcement that Plug Power received a contract to provide hydrogen-liquefaction systems to <a href=\"https://laohu8.com/S/TRP\">TC Energy</a> <a href=\"https://laohu8.com/S/TRP.UK\">$(TRP.UK)$</a>.</p><p>DNB bought 243,041 more Plug Power shares to end the fourth quarter with 2.1 million shares.</p><p>DNB sold 687,060 GM shares in the quarter, slashing its stake to 210,901 shares. GM stock crumbled 43% in 2022, and so far in January shares are up 5%.</p><p>GM may be known as a maker of conventional, gas-powered cars, but it is also a formidable competitor to Tesla for EVs. GM&#39;s EV business isn&#39;t now profitable, but the company expects it to be &#34;solidly profitable&#34; by 2025. CEO Mary Barra  told us in November that investors and analysts &#34;don&#39;t understand the power that we have and that we&#39;re funding this transformation&#34; to EVs from conventional cars.</p><p>Inside Scoop is a regular Barron&#39;s feature covering stock transactions by corporate executives and board members -- so-called insiders -- as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4534":"瑞士信贷持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4555":"新能源车","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4559":"巴菲特持仓","BK4527":"明星科技股","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","PLUG":"普拉格能源","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4096":"电气部件与设备","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4511":"特斯拉概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4541":"氢能源","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","GM":"通用汽车","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305978130","content_text":"A large European asset manager recently made adjustments in its U.S.-traded stock investments that seem to favor electric vehicles over traditional car makers.DNB Asset Management materially increased investments in EV maker Tesla and Plug Power $(PLUG)$, a hydrogen fuel-cell technology company, while slashing its stake in General Motors $(GM)$ in the fourth quarter. The unit of Norway's largest financial-services firm, DNB, disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.DNB, which manages about $87 billion in assets, declined to comment on the stock trades.Tesla stock dove 65% in 2022, compared with a 19% drop in the S&P 500 index. So far in 2023, the shares are up 8.3%, while the index has added 3.5%. DNB bought 87,491 more Tesla shares in the fourth quarter to end 2022 with 617,655 shares.Most of the slide in Tesla shares last year was in the fourth quarter. A major part of the backdrop was the closing of Tesla CEO Elon Musk's acquisition of social-media platform Twitter. Musk's tenure at Twitter has been volatile, and issues there seem to inordinately affect Tesla stock. Apart from Twitter, the auto maker lost market share in the fourth quarter, and Tesla has been cutting prices in the new year.In December, Plug Power announced an alliance with Tesla rival Nikola $(NKLA)$, which makes battery- and hydrogen-powered semi-trucks and has an energy-solutions division. Plug Power had disclosed project delays in October, followed by a November announcement of lower-than-expected third-quarter sales.Plug Power stock dove 56% in 2022, but so far in 2023 shares have surged 29%. Part of the surge in the new year came with the Jan. 10 announcement that Plug Power received a contract to provide hydrogen-liquefaction systems to TC Energy $(TRP.UK)$.DNB bought 243,041 more Plug Power shares to end the fourth quarter with 2.1 million shares.DNB sold 687,060 GM shares in the quarter, slashing its stake to 210,901 shares. GM stock crumbled 43% in 2022, and so far in January shares are up 5%.GM may be known as a maker of conventional, gas-powered cars, but it is also a formidable competitor to Tesla for EVs. GM's EV business isn't now profitable, but the company expects it to be \"solidly profitable\" by 2025. CEO Mary Barra  told us in November that investors and analysts \"don't understand the power that we have and that we're funding this transformation\" to EVs from conventional cars.Inside Scoop is a regular Barron's feature covering stock transactions by corporate executives and board members -- so-called insiders -- as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952949289,"gmtCreate":1674392992241,"gmtModify":1676538939136,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952949289","repostId":"1166323833","repostType":4,"repost":{"id":"1166323833","pubTimestamp":1674358453,"share":"https://www.laohu8.com/m/news/1166323833?lang=&edition=full","pubTime":"2023-01-22 11:34","market":"us","language":"en","title":"Wall Street's Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1166323833","media":"The Fly","summary":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street","content":"<html><head></head><body><p>Wall Street experts reveal the five stocks to buy, five stocks to sell this week</p><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of January 16-20.</p><h3>Top 5 Buy calls:</h3><p><a href=\"https://laohu8.com/S/ADBE\">Adobe </a> – William Blair starts coverage of the stock with an Outperform</p><p>On January 17, William Blair analyst Jake Roberge initiated coverage of Adobe with an Outperform rating. Adobe has built a sizable competitive moat for its platform by remaining hyper-focused on its three core markets of creative, marketing, and document workflows, which has helped the company build deep vertical expertise within each of these segments, Roberge tells investors. While acknowledging Adobe is already at a large scale, the analyst says he believes the company&#39;s addressable market is significant and he sees numerous drivers of growth.</p><p><a href=\"https://laohu8.com/S/DPZ\">Domino’s Pizza </a> – Morgan Stanley upgrades stock to Overweight, ups target to $430</p><p>On January 17, Morgan Stanley analyst Brian Harbour upgraded Domino&#39;s Pizza to Overweight from Equal Weight with a price target of $430, up from $370, after assuming coverage of the name. Domino&#39;s Pizza is better positioned to handle a downturn than in the past and with an attractive multiyear opportunity to continue to consolidate the carryout market, Harbour tells investors in a research note.</p><p><a href=\"https://laohu8.com/S/CRWD\">Crowdstrike </a> – BMO and Scotiabank start coverage of the name with Buy-equivalent ratings</p><p>On January 18, BMO Capital analyst Keith Bachman initiated coverage of Crowdstrike with an Outperform rating and $120 price target, citing his belief that CrowdStrike offers &#34;best-in-class endpoint security capabilities&#34; and an expanding platform that will help it compete against Microsoft (MSFT) and others. He also thinks CrowdStrike will benefit from consolidation, particularly as organizations adopt XDR.</p><p>Scotiabank analyst Patrick Colville also started coverage of Crowdstrike with an Outperform rating and $132 price target. CrowdStrike has &#34;a great product,&#34; is early in its penetration of a &#34;robust&#34; end-market, and has scale and profitability, making &#34;one of the very few companies in our coverage&#34; where he doesn&#39;t see an overhang risk in 2023, Colville tells investors. Consensus ARR and free cash flow estimates have been reset to a level he views as &#34;eminently achievable.&#34;</p><p><a href=\"https://laohu8.com/S/GPN\">Global Payments </a> – Morgan Stanley upgrades stock to Overweight, ups target to $135</p><p>On January 17, Morgan Stanley analyst James Faucette upgraded Global Payments to Overweight from Equal Weight with a price target of $135, up from $124. The analyst cites a more favorable competitive backdrop, attractive valuation, the company&#39;s &#34;better recession resilience than feared&#34; and its consistent execution on strategic acquisitions for the upgrade. The competitive environment is changing to favor the incumbents in the payments space, Faucette tells investors in a research note. He believes the shares offer a &#34;compelling valuation&#34; at current share levels.</p><p><a href=\"https://laohu8.com/S/PM\">Philip Morris </a> – Stock upgraded at Jefferies as tobacco sentiment may finally improve</p><p>On January 19, Jefferies analyst Owen Bennett upgraded Philip Morris to Buy from Hold with a price target of $118, up from $86. Tobacco sector sentiment could &#34;finally&#34; shift in 2023 as a likely search for returns visibility triggers more work to better understand the space, Bennett contends. While maybe not recession-proof, &#34;tobacco is certainly recession-resistant,&#34; with better returns visibility in a deteriorating macro backdrop, Bennett tells investors.</p><h3>Top 5 Sell calls:</h3><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> – Guggenheim downgrades the stock to Sell with a price target of $212</p><p>On January 17, Guggenheim analyst John DiFucci downgraded Microsoft to Sell from Neutral with a $212 price target. While stating that his call on the software sector &#34;hasn&#39;t really changed&#34; since he launched coverage in August, the analyst says he believes &#34;numbers still have to come down for many&#34; in the group.</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal </a> – SMBC Nikko downgrades the stock to Underperform, lowers price target to $75</p><p>On January 18, SMBC Nikko analyst Andrew Bauch downgraded PayPal to Underperform from Neutral with a price target of $75, down from $95. At a bare minimum, the rate of PayPal&#39;s branded share of checkout gains has slowed considerably, particularly in 2022, Bauch tells investors in a research note. The analyst believes PayPal has never been more vulnerable to branded share losses.</p><p><a href=\"https://laohu8.com/S/RBLX\">Roblox </a> – Morgan Stanley downgrades the stock to Underweight, cuts target to $24</p><p>On January 19, Morgan Stanley analyst Matthew Cost downgraded Roblox to Underweight from Equal Weight with a price target of $24, down from $27.50. Cost believes the bookings reacceleration in the first half of the year is priced in, with more mixed catalysts ahead, and expects slower growth in the second half of 2023 and minimal upside from advertising in the near-term, the analyst tells investors in a research note. Cost views North America trends and immersive ads as unlikely to drive further upward revisions this year.</p><p><a href=\"https://laohu8.com/S/SCHW\">Charles Schwab </a> – BofA double downgrades the stock to Underperform from Buy</p><p>On January 19, BofA analyst Craig Siegenthaler double downgraded Charles Schwab to Underperform from Buy with a price target of $75, down from $92, citing his view that client cash sorting will continue at an elevated pace in the first half of the year, pressuring liquidity, interest earnings assets and bank deposit account levels. He also believes the Fed will end its interest rate hiking cycle this summer, which will remove a &#34;powerful near-term profit driver&#34; for Schwab. Siegenthaler is more cautious on rate-sensitive brokers such as Schwab and LPL Financial (LPLA).</p><p><a href=\"https://laohu8.com/S/DXC\">Cognizant &amp; DXC </a> – MoffettNathanson downgrades both stocks to Underperform</p><p>On January 19, MoffettNathanson analyst Lisa Ellis downgraded Cognizant and DXC Technology to Underperform from Market Perform with price targets of $60 and $28, down from $70 and $32, respectively. While the analyst notes that the firm&#39;s most recent CIO survey, which was released two weeks ago, pointed toward continued strong demand for IT Services in 2023, he also argues that the &#34;rising tide only floats some boats.&#34;</p></body></html>","source":"lsy1649979459173","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>Wall Street's Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox and More</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\">\nWall Street's Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-22 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3648526&headline=ADBE;DPZ;CRWD;GPN;PM;MSFT;PYPL;RBLX;SCHW;LPLA;CTSH;DXC-BuySell-Wall-Streets-top--stock-calls-this-week><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3648526&headline=ADBE;DPZ;CRWD;GPN;PM;MSFT;PYPL;RBLX;SCHW;LPLA;CTSH;DXC-BuySell-Wall-Streets-top--stock-calls-this-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","CRWD":"CrowdStrike Holdings, Inc.","DXC":"DXC Technology Company","GPN":"环汇有限公司","RBLX":"Roblox Corporation","SCHW":"嘉信理财","PYPL":"PayPal","ADBE":"Adobe","PM":"菲利普莫里斯","DPZ":"达美乐比萨"},"source_url":"https://thefly.com/landingPageNews.php?id=3648526&headline=ADBE;DPZ;CRWD;GPN;PM;MSFT;PYPL;RBLX;SCHW;LPLA;CTSH;DXC-BuySell-Wall-Streets-top--stock-calls-this-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166323833","content_text":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of January 16-20.Top 5 Buy calls:Adobe  – William Blair starts coverage of the stock with an OutperformOn January 17, William Blair analyst Jake Roberge initiated coverage of Adobe with an Outperform rating. Adobe has built a sizable competitive moat for its platform by remaining hyper-focused on its three core markets of creative, marketing, and document workflows, which has helped the company build deep vertical expertise within each of these segments, Roberge tells investors. While acknowledging Adobe is already at a large scale, the analyst says he believes the company's addressable market is significant and he sees numerous drivers of growth.Domino’s Pizza  – Morgan Stanley upgrades stock to Overweight, ups target to $430On January 17, Morgan Stanley analyst Brian Harbour upgraded Domino's Pizza to Overweight from Equal Weight with a price target of $430, up from $370, after assuming coverage of the name. Domino's Pizza is better positioned to handle a downturn than in the past and with an attractive multiyear opportunity to continue to consolidate the carryout market, Harbour tells investors in a research note.Crowdstrike  – BMO and Scotiabank start coverage of the name with Buy-equivalent ratingsOn January 18, BMO Capital analyst Keith Bachman initiated coverage of Crowdstrike with an Outperform rating and $120 price target, citing his belief that CrowdStrike offers \"best-in-class endpoint security capabilities\" and an expanding platform that will help it compete against Microsoft (MSFT) and others. He also thinks CrowdStrike will benefit from consolidation, particularly as organizations adopt XDR.Scotiabank analyst Patrick Colville also started coverage of Crowdstrike with an Outperform rating and $132 price target. CrowdStrike has \"a great product,\" is early in its penetration of a \"robust\" end-market, and has scale and profitability, making \"one of the very few companies in our coverage\" where he doesn't see an overhang risk in 2023, Colville tells investors. Consensus ARR and free cash flow estimates have been reset to a level he views as \"eminently achievable.\"Global Payments  – Morgan Stanley upgrades stock to Overweight, ups target to $135On January 17, Morgan Stanley analyst James Faucette upgraded Global Payments to Overweight from Equal Weight with a price target of $135, up from $124. The analyst cites a more favorable competitive backdrop, attractive valuation, the company's \"better recession resilience than feared\" and its consistent execution on strategic acquisitions for the upgrade. The competitive environment is changing to favor the incumbents in the payments space, Faucette tells investors in a research note. He believes the shares offer a \"compelling valuation\" at current share levels.Philip Morris  – Stock upgraded at Jefferies as tobacco sentiment may finally improveOn January 19, Jefferies analyst Owen Bennett upgraded Philip Morris to Buy from Hold with a price target of $118, up from $86. Tobacco sector sentiment could \"finally\" shift in 2023 as a likely search for returns visibility triggers more work to better understand the space, Bennett contends. While maybe not recession-proof, \"tobacco is certainly recession-resistant,\" with better returns visibility in a deteriorating macro backdrop, Bennett tells investors.Top 5 Sell calls:Microsoft  – Guggenheim downgrades the stock to Sell with a price target of $212On January 17, Guggenheim analyst John DiFucci downgraded Microsoft to Sell from Neutral with a $212 price target. While stating that his call on the software sector \"hasn't really changed\" since he launched coverage in August, the analyst says he believes \"numbers still have to come down for many\" in the group.PayPal  – SMBC Nikko downgrades the stock to Underperform, lowers price target to $75On January 18, SMBC Nikko analyst Andrew Bauch downgraded PayPal to Underperform from Neutral with a price target of $75, down from $95. At a bare minimum, the rate of PayPal's branded share of checkout gains has slowed considerably, particularly in 2022, Bauch tells investors in a research note. The analyst believes PayPal has never been more vulnerable to branded share losses.Roblox  – Morgan Stanley downgrades the stock to Underweight, cuts target to $24On January 19, Morgan Stanley analyst Matthew Cost downgraded Roblox to Underweight from Equal Weight with a price target of $24, down from $27.50. Cost believes the bookings reacceleration in the first half of the year is priced in, with more mixed catalysts ahead, and expects slower growth in the second half of 2023 and minimal upside from advertising in the near-term, the analyst tells investors in a research note. Cost views North America trends and immersive ads as unlikely to drive further upward revisions this year.Charles Schwab  – BofA double downgrades the stock to Underperform from BuyOn January 19, BofA analyst Craig Siegenthaler double downgraded Charles Schwab to Underperform from Buy with a price target of $75, down from $92, citing his view that client cash sorting will continue at an elevated pace in the first half of the year, pressuring liquidity, interest earnings assets and bank deposit account levels. He also believes the Fed will end its interest rate hiking cycle this summer, which will remove a \"powerful near-term profit driver\" for Schwab. Siegenthaler is more cautious on rate-sensitive brokers such as Schwab and LPL Financial (LPLA).Cognizant & DXC  – MoffettNathanson downgrades both stocks to UnderperformOn January 19, MoffettNathanson analyst Lisa Ellis downgraded Cognizant and DXC Technology to Underperform from Market Perform with price targets of $60 and $28, down from $70 and $32, respectively. While the analyst notes that the firm's most recent CIO survey, which was released two weeks ago, pointed toward continued strong demand for IT Services in 2023, he also argues that the \"rising tide only floats some boats.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952049705,"gmtCreate":1674285444707,"gmtModify":1676538935625,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952049705","repostId":"2305961879","repostType":4,"repost":{"id":"2305961879","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674265947,"share":"https://www.laohu8.com/m/news/2305961879?lang=&edition=full","pubTime":"2023-01-21 09:52","market":"us","language":"en","title":"A Tesla Bull-Bear Debate Just Happened. Both Sides Were Wrong","url":"https://stock-news.laohu8.com/highlight/detail?id=2305961879","media":"Dow Jones","summary":"Tesla stock is controversial and will remain so for years.A big Tesla bull-bear debate just went dow","content":"<html><head></head><body><h4>Tesla stock is controversial and will remain so for years.</h4><p>A big Tesla bull-bear debate just went down, but most of the ground covered was old news. Investors should be asking different questions about the industry and how          Tesla can keep growing.</p><p>Friday afternoon, <i>The Wall Street Journal</i> hosted the <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> event, with Kynikos Associates founder Jim Chanos, a bear, and Gerber Kawasaki Wealth &amp; Investment Management CEO Ross Gerber, a bull.</p><p>Chanos is short Tesla, and benefits from the stock going down, while Gerber owns the shares. Investors should realize both men were making the case that would benefit them financially.</p><p>To sum up the 45-minute event, Chanos believes Tesla is just a car company, and that its high margins will fall to industry averages over time. He didn’t address benefits to the company that come from its charging network, or the extra margin Tesla gains by functioning as its own dealership network.</p><p>Gerber counters that Tesla is more than a car company. He argues that margins can remain elevated as the company realizes benefits from increasing the scale of its car and battery manufacturing, as well as software-related sales and services. He believes Tesla is more like Apple (AAPL) than General Motors (GM).</p><p>That sums up a bull-bear debate that has been going on for a long time.</p><p>Beyond the basics, Chanos pointed out that Tesla inventories are increasing in the U.S. and overseas. But that is essentially old news and reflects what happened before Tesla cut vehicle prices around the globe.</p><p>Watching demand in 2023, of course, is critical for the stock this year. If Tesla doesn’t deliver more than 1.8 million units, roughly the current analyst consensus, the stock will struggle.</p><p>Chanos also believes Tesla should trade at a small premium to other auto makers which trade for single-digit price/earnings rations and about “three to five times gross profit.” <i>Barron’s</i> disagrees. Auto makers trade for below-average valuation multiples because the industry increases its sales and earnings at rates far lower than the rest of the market, but Tesla grows much faster.</p><p>Ford Motor (F), which <i>Barron’s</i> picked in a 2020 cover story, is expected to generate 2023 sales of about $159 billion, compared with about $160 billion in 2018. Tesla sales in 2023 are expected to be about $110 billion, up more than 30% compared with 2022. In 2018, Tesla generated closer to $20 billion in sales.</p><p>If Tesla’s growth stops, the valuation multiple, which is currently at about 27 times estimated 2023 earnings, will fall dramatically. Both men agreed that if Tesla earns $2 a share in 2023, the stock will struggle, but the current consensus estimates for 2022 and 2023 are about $4 and $4.80, respectively.</p><p>Gerber, for his part, said nothing would make him a Tesla bear. That’s a very strong stance. A piece of advice <i>Barron’s</i> has taken to heart is that investors should have “strong views held lightly.”</p><p>How to value growth companies like Tesla is important, but what really counts for the stock is how fast EVs’ share of new car sales will increase. Battery-electric vehicles represented a little less than 10% of all new car sales around the world in 2022. If EVs hit 20% of new car sales in a a few years, Tesla’s sales should at least double from the 2022 level.</p><p>Investors should also be watching for new models from Tesla. The average Tesla cost roughly $54,000 in the third quarter of 2022, putting the cars out of the reach of a good portion of buyers. In the U.S. about one-third of the cars sold cost less than $36,000, so Tesla eventually will need a lower-priced EV.</p><p><i>Barron’s</i> is talking our book too. We recommended the stock on Jan. 6, believing shares had declined enough to fully reflect all the challenges of rising rates, more competition, and falling prices.</p><p>Tesla stock is up about 16% since then, while the S&amp;P 500 is down less than 1%. It is way too early to declare who is right about Tesla shares in 2023.</p></body></html>","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>A Tesla Bull-Bear Debate Just Happened. Both Sides Were Wrong</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\">\nA Tesla Bull-Bear Debate Just Happened. Both Sides Were Wrong\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-21 09:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4>Tesla stock is controversial and will remain so for years.</h4><p>A big Tesla bull-bear debate just went down, but most of the ground covered was old news. Investors should be asking different questions about the industry and how          Tesla can keep growing.</p><p>Friday afternoon, <i>The Wall Street Journal</i> hosted the <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> event, with Kynikos Associates founder Jim Chanos, a bear, and Gerber Kawasaki Wealth &amp; Investment Management CEO Ross Gerber, a bull.</p><p>Chanos is short Tesla, and benefits from the stock going down, while Gerber owns the shares. Investors should realize both men were making the case that would benefit them financially.</p><p>To sum up the 45-minute event, Chanos believes Tesla is just a car company, and that its high margins will fall to industry averages over time. He didn’t address benefits to the company that come from its charging network, or the extra margin Tesla gains by functioning as its own dealership network.</p><p>Gerber counters that Tesla is more than a car company. He argues that margins can remain elevated as the company realizes benefits from increasing the scale of its car and battery manufacturing, as well as software-related sales and services. He believes Tesla is more like Apple (AAPL) than General Motors (GM).</p><p>That sums up a bull-bear debate that has been going on for a long time.</p><p>Beyond the basics, Chanos pointed out that Tesla inventories are increasing in the U.S. and overseas. But that is essentially old news and reflects what happened before Tesla cut vehicle prices around the globe.</p><p>Watching demand in 2023, of course, is critical for the stock this year. If Tesla doesn’t deliver more than 1.8 million units, roughly the current analyst consensus, the stock will struggle.</p><p>Chanos also believes Tesla should trade at a small premium to other auto makers which trade for single-digit price/earnings rations and about “three to five times gross profit.” <i>Barron’s</i> disagrees. Auto makers trade for below-average valuation multiples because the industry increases its sales and earnings at rates far lower than the rest of the market, but Tesla grows much faster.</p><p>Ford Motor (F), which <i>Barron’s</i> picked in a 2020 cover story, is expected to generate 2023 sales of about $159 billion, compared with about $160 billion in 2018. Tesla sales in 2023 are expected to be about $110 billion, up more than 30% compared with 2022. In 2018, Tesla generated closer to $20 billion in sales.</p><p>If Tesla’s growth stops, the valuation multiple, which is currently at about 27 times estimated 2023 earnings, will fall dramatically. Both men agreed that if Tesla earns $2 a share in 2023, the stock will struggle, but the current consensus estimates for 2022 and 2023 are about $4 and $4.80, respectively.</p><p>Gerber, for his part, said nothing would make him a Tesla bear. That’s a very strong stance. A piece of advice <i>Barron’s</i> has taken to heart is that investors should have “strong views held lightly.”</p><p>How to value growth companies like Tesla is important, but what really counts for the stock is how fast EVs’ share of new car sales will increase. Battery-electric vehicles represented a little less than 10% of all new car sales around the world in 2022. If EVs hit 20% of new car sales in a a few years, Tesla’s sales should at least double from the 2022 level.</p><p>Investors should also be watching for new models from Tesla. The average Tesla cost roughly $54,000 in the third quarter of 2022, putting the cars out of the reach of a good portion of buyers. In the U.S. about one-third of the cars sold cost less than $36,000, so Tesla eventually will need a lower-priced EV.</p><p><i>Barron’s</i> is talking our book too. We recommended the stock on Jan. 6, believing shares had declined enough to fully reflect all the challenges of rising rates, more competition, and falling prices.</p><p>Tesla stock is up about 16% since then, while the S&amp;P 500 is down less than 1%. It is way too early to declare who is right about Tesla shares in 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305961879","content_text":"Tesla stock is controversial and will remain so for years.A big Tesla bull-bear debate just went down, but most of the ground covered was old news. Investors should be asking different questions about the industry and how          Tesla can keep growing.Friday afternoon, The Wall Street Journal hosted the Tesla event, with Kynikos Associates founder Jim Chanos, a bear, and Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber, a bull.Chanos is short Tesla, and benefits from the stock going down, while Gerber owns the shares. Investors should realize both men were making the case that would benefit them financially.To sum up the 45-minute event, Chanos believes Tesla is just a car company, and that its high margins will fall to industry averages over time. He didn’t address benefits to the company that come from its charging network, or the extra margin Tesla gains by functioning as its own dealership network.Gerber counters that Tesla is more than a car company. He argues that margins can remain elevated as the company realizes benefits from increasing the scale of its car and battery manufacturing, as well as software-related sales and services. He believes Tesla is more like Apple (AAPL) than General Motors (GM).That sums up a bull-bear debate that has been going on for a long time.Beyond the basics, Chanos pointed out that Tesla inventories are increasing in the U.S. and overseas. But that is essentially old news and reflects what happened before Tesla cut vehicle prices around the globe.Watching demand in 2023, of course, is critical for the stock this year. If Tesla doesn’t deliver more than 1.8 million units, roughly the current analyst consensus, the stock will struggle.Chanos also believes Tesla should trade at a small premium to other auto makers which trade for single-digit price/earnings rations and about “three to five times gross profit.” Barron’s disagrees. Auto makers trade for below-average valuation multiples because the industry increases its sales and earnings at rates far lower than the rest of the market, but Tesla grows much faster.Ford Motor (F), which Barron’s picked in a 2020 cover story, is expected to generate 2023 sales of about $159 billion, compared with about $160 billion in 2018. Tesla sales in 2023 are expected to be about $110 billion, up more than 30% compared with 2022. In 2018, Tesla generated closer to $20 billion in sales.If Tesla’s growth stops, the valuation multiple, which is currently at about 27 times estimated 2023 earnings, will fall dramatically. Both men agreed that if Tesla earns $2 a share in 2023, the stock will struggle, but the current consensus estimates for 2022 and 2023 are about $4 and $4.80, respectively.Gerber, for his part, said nothing would make him a Tesla bear. That’s a very strong stance. A piece of advice Barron’s has taken to heart is that investors should have “strong views held lightly.”How to value growth companies like Tesla is important, but what really counts for the stock is how fast EVs’ share of new car sales will increase. Battery-electric vehicles represented a little less than 10% of all new car sales around the world in 2022. If EVs hit 20% of new car sales in a a few years, Tesla’s sales should at least double from the 2022 level.Investors should also be watching for new models from Tesla. The average Tesla cost roughly $54,000 in the third quarter of 2022, putting the cars out of the reach of a good portion of buyers. In the U.S. about one-third of the cars sold cost less than $36,000, so Tesla eventually will need a lower-priced EV.Barron’s is talking our book too. We recommended the stock on Jan. 6, believing shares had declined enough to fully reflect all the challenges of rising rates, more competition, and falling prices.Tesla stock is up about 16% since then, while the S&P 500 is down less than 1%. It is way too early to declare who is right about Tesla shares in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956726434,"gmtCreate":1674217515429,"gmtModify":1676538931141,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956726434","repostId":"2304324623","repostType":4,"repost":{"id":"2304324623","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674201741,"share":"https://www.laohu8.com/m/news/2304324623?lang=&edition=full","pubTime":"2023-01-20 16:02","market":"hk","language":"en","title":"The U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters","url":"https://stock-news.laohu8.com/highlight/detail?id=2304324623","media":"Dow Jones","summary":"The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress","content":"<html><head></head><body><p>The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress and the possibility of the government defaulting on its bonds in mere months.</p><p>Treasury Secretary Janet Yellen notified lawmakers of the milestone in a letter midmorning. She had warned them last week that the deadline was imminent.</p><p>The debt ceiling—a legislative artifact that puts a cap on how much the government can borrow—currently stands at $31.4 trillion, and unless Congress raises it, the government will run out of money.</p><p>In theory, hitting the debt ceiling would lead to dire economic circumstances. All government spending would suddenly stop—think of Medicare, Social Security, and salaries for the military being cut off overnight. Perhaps even more dramatically, it might mean the government fails to pay interest on bonds already issued, which would be considered a credit event that could raise borrowing costs for years afterward. The extra interest payments could cost trillions.</p><p>In practice, none of that is imminent. The government is funded by a combination of bond sales and tax receipts. Yellen said the Treasury Department is suspending debt issuance and will start to use “extraordinary measures” to allow the government to continue paying its bills.</p><p>“I respectfully urge Congress to act promptly to protect the full faith and credit of the United States,” she said in the letter.</p><p>U.S. government bonds are traded across the world as the least-risky asset denominated in dollars, the international reserve currency. If the U.S. government is seen as untrustworthy about paying its debts, it would send shock waves throughout the global financial system.</p><p>So far, credit ratings firms aren’t sounding the alarm on U.S. government bonds, however. On Thursday, Moody’s Investors Service said it expects Congress to reach an agreement on a new debt limit to avoid a credit event, but warned of possible negative effects on financial markets.</p><p>An agreement will likely only be reached very late or in an incremental fashion, potentially contributing to flare-ups in financial market volatility,” Moody’s said in a report issued Thursday. But the firm expects a deal because of the “potentially severe consequences that a missed payment could have on financial markets and the economy.”</p><p>The debt ceiling is a quirk of the U.S. legislative system—most countries don’t have one. It creates the situation of Congress having to vote once to approve legislation requiring funding, and then having to vote again later on whether to approve the funds to carry out its wishes.</p><p>The limit was first introduced in 1917 to allow the government to sell more bonds during World War I. It was repeatedly raised without much fanfare, and in 1979, Congressman Dick Gephardt introduced a procedural rule that deemed the debt ceiling was automatically raised every time the budget was passed. That rule, however, was repealed in 1995 amid the so-called “Republican Revolution” led by Newt Gingrich, creating the opening for the Congressional debt-ceiling showdowns seen in recent years.</p><p>In 2011, the U.S. just narrowly avoided being unable to pay its bills, prompting a response from ratings firms. Standard &amp; Poor’s downgraded its rating on U.S. debt for the first time in history, marking it one notch below the highest AAA grade. Moody’s and Fitch Ratings didn’t downgrade Treasuries, but they did lower the outlook on the debt to “negative” that year.</p><p>The U.S. might be in for a similarly intense show of brinkmanship. Republicans say they want budget cuts before lifting the ceiling. House Speaker Kevin McCarthy has reportedly promised the House Republicans who held up his installment as Speaker that he wouldn’t agree to a limit increase without significant spending reductions or other fiscal reforms.</p><p>The White House continues to say it won’t negotiate. “There will be no negotiations of the debt ceiling,” Principal Deputy Press Secretary Olivia Dalton told reporters on Thursday. “Congress must address this without conditions.”</p><p>Dalton told reporters that McCarthy voted three times to raise the debt ceiling during the Trump administration without any spending cuts “and there’s no reason that this position should change.”</p><p>Oregon Democrat Sen. Ron Wyden, the chairman of the Senate Finance Committee, said in a tweet on Thursday that slashing Medicare and Social Security in exchange for raising the debt ceiling is “a stunt” and “a non-starter” for Democrats.</p><p>Senate Minority Leader Mitch McConnell, appearing Thursday in his home state of Kentucky, said he wasn’t worried about the matter for now, according to the Associated Press.</p><p>“America must never default on its debt,” McConnell said, the AP reported. “We’ll end up in some kind of negotiation with the administration over what are the circumstances or conditions under which the debts are going to be raised.”</p><p>But Missouri Republican Rep. Jason Smith, chairman of the House Ways and Means Committee, said in a tweet that even with revenue at an all-time high, “Washington can’t maintain its spending habits– running up massive deficits &amp; adding trillions to our national debt.” He called on both sides to come together to find a solution.</p><p>Wells Fargo economists Michael Pugliese and Karl Vesely said in a note that “given the dynamics that are at play, we believe the probability of a protracted and potentially serious debt ceiling showdown is elevated compared to similar episodes in the past.”</p><p>S&amp;P Global Ratings affirmed its ratings on the U.S. sovereign debt. “We expect that key economic policies will remain stable and largely predictable,” wrote S&amp;P’s primary credit analyst Joydeep Mukherji in a note Thursday. “Despite many years of polarization, the executive and legislative branches of government have shown an ability to pass crucial legislation based on last-minute compromises”</p><p>One argument for having the debt ceiling is that it gives investors confidence that the government’s borrowing won’t get out of control. There’s only one real-world obstacle to a government borrowing an infinite amount of the money it can print itself—bond markets. If borrowing increases too much, investors will ultimately demand higher yields, eventually making it too expensive for the government to issue more debt.</p><p>Given that the existence of the debt ceiling comes from an arcane piece of legislation, there are a few ideas floating around for how President Joe Biden might be able to sidestep it. One is that the Treasury could use its own Constitutional powers to mint a $1 trillion coin, deposit it at the Federal Reserve, and use the cash for spending.</p><p>Or Biden could invoke another obscure law that requires the executive branch to spend money for programs Congress has legislated. Congress might object if Biden did this, but day-to-day spending would carry on while the case went through the courts.</p><p>Of course, Congress could also just legislate the debt ceiling away. But Biden last year rejected that idea as “irresponsible.”</p></body></html>","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>The U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters</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\">\nThe U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-20 16:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress and the possibility of the government defaulting on its bonds in mere months.</p><p>Treasury Secretary Janet Yellen notified lawmakers of the milestone in a letter midmorning. She had warned them last week that the deadline was imminent.</p><p>The debt ceiling—a legislative artifact that puts a cap on how much the government can borrow—currently stands at $31.4 trillion, and unless Congress raises it, the government will run out of money.</p><p>In theory, hitting the debt ceiling would lead to dire economic circumstances. All government spending would suddenly stop—think of Medicare, Social Security, and salaries for the military being cut off overnight. Perhaps even more dramatically, it might mean the government fails to pay interest on bonds already issued, which would be considered a credit event that could raise borrowing costs for years afterward. The extra interest payments could cost trillions.</p><p>In practice, none of that is imminent. The government is funded by a combination of bond sales and tax receipts. Yellen said the Treasury Department is suspending debt issuance and will start to use “extraordinary measures” to allow the government to continue paying its bills.</p><p>“I respectfully urge Congress to act promptly to protect the full faith and credit of the United States,” she said in the letter.</p><p>U.S. government bonds are traded across the world as the least-risky asset denominated in dollars, the international reserve currency. If the U.S. government is seen as untrustworthy about paying its debts, it would send shock waves throughout the global financial system.</p><p>So far, credit ratings firms aren’t sounding the alarm on U.S. government bonds, however. On Thursday, Moody’s Investors Service said it expects Congress to reach an agreement on a new debt limit to avoid a credit event, but warned of possible negative effects on financial markets.</p><p>An agreement will likely only be reached very late or in an incremental fashion, potentially contributing to flare-ups in financial market volatility,” Moody’s said in a report issued Thursday. But the firm expects a deal because of the “potentially severe consequences that a missed payment could have on financial markets and the economy.”</p><p>The debt ceiling is a quirk of the U.S. legislative system—most countries don’t have one. It creates the situation of Congress having to vote once to approve legislation requiring funding, and then having to vote again later on whether to approve the funds to carry out its wishes.</p><p>The limit was first introduced in 1917 to allow the government to sell more bonds during World War I. It was repeatedly raised without much fanfare, and in 1979, Congressman Dick Gephardt introduced a procedural rule that deemed the debt ceiling was automatically raised every time the budget was passed. That rule, however, was repealed in 1995 amid the so-called “Republican Revolution” led by Newt Gingrich, creating the opening for the Congressional debt-ceiling showdowns seen in recent years.</p><p>In 2011, the U.S. just narrowly avoided being unable to pay its bills, prompting a response from ratings firms. Standard &amp; Poor’s downgraded its rating on U.S. debt for the first time in history, marking it one notch below the highest AAA grade. Moody’s and Fitch Ratings didn’t downgrade Treasuries, but they did lower the outlook on the debt to “negative” that year.</p><p>The U.S. might be in for a similarly intense show of brinkmanship. Republicans say they want budget cuts before lifting the ceiling. House Speaker Kevin McCarthy has reportedly promised the House Republicans who held up his installment as Speaker that he wouldn’t agree to a limit increase without significant spending reductions or other fiscal reforms.</p><p>The White House continues to say it won’t negotiate. “There will be no negotiations of the debt ceiling,” Principal Deputy Press Secretary Olivia Dalton told reporters on Thursday. “Congress must address this without conditions.”</p><p>Dalton told reporters that McCarthy voted three times to raise the debt ceiling during the Trump administration without any spending cuts “and there’s no reason that this position should change.”</p><p>Oregon Democrat Sen. Ron Wyden, the chairman of the Senate Finance Committee, said in a tweet on Thursday that slashing Medicare and Social Security in exchange for raising the debt ceiling is “a stunt” and “a non-starter” for Democrats.</p><p>Senate Minority Leader Mitch McConnell, appearing Thursday in his home state of Kentucky, said he wasn’t worried about the matter for now, according to the Associated Press.</p><p>“America must never default on its debt,” McConnell said, the AP reported. “We’ll end up in some kind of negotiation with the administration over what are the circumstances or conditions under which the debts are going to be raised.”</p><p>But Missouri Republican Rep. Jason Smith, chairman of the House Ways and Means Committee, said in a tweet that even with revenue at an all-time high, “Washington can’t maintain its spending habits– running up massive deficits &amp; adding trillions to our national debt.” He called on both sides to come together to find a solution.</p><p>Wells Fargo economists Michael Pugliese and Karl Vesely said in a note that “given the dynamics that are at play, we believe the probability of a protracted and potentially serious debt ceiling showdown is elevated compared to similar episodes in the past.”</p><p>S&amp;P Global Ratings affirmed its ratings on the U.S. sovereign debt. “We expect that key economic policies will remain stable and largely predictable,” wrote S&amp;P’s primary credit analyst Joydeep Mukherji in a note Thursday. “Despite many years of polarization, the executive and legislative branches of government have shown an ability to pass crucial legislation based on last-minute compromises”</p><p>One argument for having the debt ceiling is that it gives investors confidence that the government’s borrowing won’t get out of control. There’s only one real-world obstacle to a government borrowing an infinite amount of the money it can print itself—bond markets. If borrowing increases too much, investors will ultimately demand higher yields, eventually making it too expensive for the government to issue more debt.</p><p>Given that the existence of the debt ceiling comes from an arcane piece of legislation, there are a few ideas floating around for how President Joe Biden might be able to sidestep it. One is that the Treasury could use its own Constitutional powers to mint a $1 trillion coin, deposit it at the Federal Reserve, and use the cash for spending.</p><p>Or Biden could invoke another obscure law that requires the executive branch to spend money for programs Congress has legislated. Congress might object if Biden did this, but day-to-day spending would carry on while the case went through the courts.</p><p>Of course, Congress could also just legislate the debt ceiling away. But Biden last year rejected that idea as “irresponsible.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2304324623","content_text":"The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress and the possibility of the government defaulting on its bonds in mere months.Treasury Secretary Janet Yellen notified lawmakers of the milestone in a letter midmorning. She had warned them last week that the deadline was imminent.The debt ceiling—a legislative artifact that puts a cap on how much the government can borrow—currently stands at $31.4 trillion, and unless Congress raises it, the government will run out of money.In theory, hitting the debt ceiling would lead to dire economic circumstances. All government spending would suddenly stop—think of Medicare, Social Security, and salaries for the military being cut off overnight. Perhaps even more dramatically, it might mean the government fails to pay interest on bonds already issued, which would be considered a credit event that could raise borrowing costs for years afterward. The extra interest payments could cost trillions.In practice, none of that is imminent. The government is funded by a combination of bond sales and tax receipts. Yellen said the Treasury Department is suspending debt issuance and will start to use “extraordinary measures” to allow the government to continue paying its bills.“I respectfully urge Congress to act promptly to protect the full faith and credit of the United States,” she said in the letter.U.S. government bonds are traded across the world as the least-risky asset denominated in dollars, the international reserve currency. If the U.S. government is seen as untrustworthy about paying its debts, it would send shock waves throughout the global financial system.So far, credit ratings firms aren’t sounding the alarm on U.S. government bonds, however. On Thursday, Moody’s Investors Service said it expects Congress to reach an agreement on a new debt limit to avoid a credit event, but warned of possible negative effects on financial markets.An agreement will likely only be reached very late or in an incremental fashion, potentially contributing to flare-ups in financial market volatility,” Moody’s said in a report issued Thursday. But the firm expects a deal because of the “potentially severe consequences that a missed payment could have on financial markets and the economy.”The debt ceiling is a quirk of the U.S. legislative system—most countries don’t have one. It creates the situation of Congress having to vote once to approve legislation requiring funding, and then having to vote again later on whether to approve the funds to carry out its wishes.The limit was first introduced in 1917 to allow the government to sell more bonds during World War I. It was repeatedly raised without much fanfare, and in 1979, Congressman Dick Gephardt introduced a procedural rule that deemed the debt ceiling was automatically raised every time the budget was passed. That rule, however, was repealed in 1995 amid the so-called “Republican Revolution” led by Newt Gingrich, creating the opening for the Congressional debt-ceiling showdowns seen in recent years.In 2011, the U.S. just narrowly avoided being unable to pay its bills, prompting a response from ratings firms. Standard & Poor’s downgraded its rating on U.S. debt for the first time in history, marking it one notch below the highest AAA grade. Moody’s and Fitch Ratings didn’t downgrade Treasuries, but they did lower the outlook on the debt to “negative” that year.The U.S. might be in for a similarly intense show of brinkmanship. Republicans say they want budget cuts before lifting the ceiling. House Speaker Kevin McCarthy has reportedly promised the House Republicans who held up his installment as Speaker that he wouldn’t agree to a limit increase without significant spending reductions or other fiscal reforms.The White House continues to say it won’t negotiate. “There will be no negotiations of the debt ceiling,” Principal Deputy Press Secretary Olivia Dalton told reporters on Thursday. “Congress must address this without conditions.”Dalton told reporters that McCarthy voted three times to raise the debt ceiling during the Trump administration without any spending cuts “and there’s no reason that this position should change.”Oregon Democrat Sen. Ron Wyden, the chairman of the Senate Finance Committee, said in a tweet on Thursday that slashing Medicare and Social Security in exchange for raising the debt ceiling is “a stunt” and “a non-starter” for Democrats.Senate Minority Leader Mitch McConnell, appearing Thursday in his home state of Kentucky, said he wasn’t worried about the matter for now, according to the Associated Press.“America must never default on its debt,” McConnell said, the AP reported. “We’ll end up in some kind of negotiation with the administration over what are the circumstances or conditions under which the debts are going to be raised.”But Missouri Republican Rep. Jason Smith, chairman of the House Ways and Means Committee, said in a tweet that even with revenue at an all-time high, “Washington can’t maintain its spending habits– running up massive deficits & adding trillions to our national debt.” He called on both sides to come together to find a solution.Wells Fargo economists Michael Pugliese and Karl Vesely said in a note that “given the dynamics that are at play, we believe the probability of a protracted and potentially serious debt ceiling showdown is elevated compared to similar episodes in the past.”S&P Global Ratings affirmed its ratings on the U.S. sovereign debt. “We expect that key economic policies will remain stable and largely predictable,” wrote S&P’s primary credit analyst Joydeep Mukherji in a note Thursday. “Despite many years of polarization, the executive and legislative branches of government have shown an ability to pass crucial legislation based on last-minute compromises”One argument for having the debt ceiling is that it gives investors confidence that the government’s borrowing won’t get out of control. There’s only one real-world obstacle to a government borrowing an infinite amount of the money it can print itself—bond markets. If borrowing increases too much, investors will ultimately demand higher yields, eventually making it too expensive for the government to issue more debt.Given that the existence of the debt ceiling comes from an arcane piece of legislation, there are a few ideas floating around for how President Joe Biden might be able to sidestep it. One is that the Treasury could use its own Constitutional powers to mint a $1 trillion coin, deposit it at the Federal Reserve, and use the cash for spending.Or Biden could invoke another obscure law that requires the executive branch to spend money for programs Congress has legislated. Congress might object if Biden did this, but day-to-day spending would carry on while the case went through the courts.Of course, Congress could also just legislate the debt ceiling away. But Biden last year rejected that idea as “irresponsible.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956298270,"gmtCreate":1674005575590,"gmtModify":1676538914921,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956298270","repostId":"1120741693","repostType":4,"repost":{"id":"1120741693","pubTimestamp":1674013546,"share":"https://www.laohu8.com/m/news/1120741693?lang=&edition=full","pubTime":"2023-01-18 11:45","market":"us","language":"en","title":"The 7 Best Growth Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1120741693","media":"InvestorPlace","summary":"Tap into the recovery of the best growth stocks with these seven leading picks.Datadog(DDOG): Datado","content":"<html><head></head><body><ul><li>Tap into the recovery of the best growth stocks with these seven leading picks.</li><li><b>Datadog</b>(<b><u>DDOG</u></b>): Datadog’s business continues to enjoy tremendous growth despite the downturn of the tech industry.</li><li><b>Taiwan Semiconductor Manufacturing</b> (<b><u>TSM</u></b>): The semiconductor manufacturer is on sale now.</li><li><b>Visa</b>(<b><u>V</u></b>): Visa will enjoy a stronger 2023 thanks to the rebound of international travel.</li><li><b>Dutch Bros</b>(<b><u>BROS</u></b>): Dutch Bros plans to add thousands of new stores in the coming years, making this a fantastic consumer growth story.</li><li><b>C3.ai</b>(<b><u>AI</u></b>): AI stocks are back in favor, and C3.ai is poised to benefit.</li><li><b>Unity Software</b>(<b><u>U</u></b>): The video-game engine maker is set for a comeback in 2023.</li><li><b>STMicroelectronics</b>(<b><u>STM</u></b>): STMicroelectronics is a cheap semiconductor stock that has exposure to multiple, fast-growing markets.</li></ul><p>The New Year seems to have changed investors’ sentiment. After a grueling bear market in 2022, investors are enjoying a better start to this year. And leading the way are the best growth stocks which might have finally turned the corner.</p><p>However, the technology industry is still facing plenty of risks. For example, supply chains remain unsettled, interest rates remain high, and the Federal Reserve seems set to hike rates a couple more times before its tightening campaign is completed. So don’t necessarily expect smooth sailing for tech stocks going forward.</p><p>But there are finally some signs of optimism in the stock market. And, after the huge selloff we saw in 2022,  the valuations of many growth stocks are quite attractive. These seven growth stocks should post superior returns in 2023.</p><p><b>Taiwan Semiconductor Manufacturing (TSM)</b></p><p><b>Taiwan Semiconductor Manufacturing</b>(NYSE: <b><u>TSM</u></b>) stock has rallied sharply over the past quarter. Despite that, its shares are still down more than 35% over the past 12 months.</p><p>The sharp decline of TSM stock was especially shocking as Taiwan Sem is one of the world’s most important tech companies. It is far and away the world’s largest contract producer of computer chips and integrated circuits, and the company retains a market capitalization north of $400 billion.</p><p>In addition to the general tech malaise, there were specific reasons behind Taiwan Semiconductor’s decline. For one thing, the demand for semiconductors fell in 2022 after booming for an extended period heading into last year. On top of that, political tensions are mounting.</p><p>That said, Taiwan Semiconductor Manufacturing seems cheap enough to be worth the risk, as its shares are now trading at 15 times analysts’ average forward earnings estimate for the chip maker.</p><p>Moreover, the company has started expanding production facilities in Arizona to reduce its geopolitical risk while also taking advantage of subsidies from the CHIPS Act which promotes U.S.-based chip manufacturing.</p><p>And rounding out the bull case, Warren Buffett’s <b>Berkshire Hathaway</b>(NYSE: <b><u>BRK-B</u></b>) disclosed that it has taken a big stake in Taiwan Semi stock.</p><p><b>Datadog (DDOG)</b></p><p><b>Datadog</b>(NASDAQ: <b><u>DDOG</u></b>)  provides cloud monitoring and security functions via software-as-a-service solutions.  Datadog’s appeal lies in its all-in-one platform.</p><p>In other words, DDOG’s clients can monitor and secure their servers, workflows, databases, and their other IT hardware from one central location. In contrast, traditional solutions are compartmentalized, creating potential blind spots and vulnerabilities. Having all these functions in one place makes it easier for firms’ IT professionals to look at everything simultaneously.</p><p>Datadog has had tremendous success. Analysts, on average, expect the company’s 2022 sales to come in at $2.2 billion, up from $101 million in 2017. And analysts’ mean estimates call for its top line to increase 33% annually in the coming years.</p><p>Datadog isn’t a tremendous profit machine yet, but it is in the black. The fact that it isn’t burning cash is a big advantage as many tech names struggle. Datadog has plenty of time to keep growing its business and become a leader among tech names in the future.</p><p><b>Visa (V)</b></p><p>It’s no secret that the credit card companies are incredible businesses. They impose, in effect, a transaction tax on the global economy. As the world grows, <b>Visa</b>(NYSE: <b><u>V</u></b>) effortlessly makes more money. But, folks might wonder, doesn’t this growth have to come to an end at some point?</p><p>It’s true that Visa’s market will eventually be saturated. But it’s not there yet. Emerging markets offer tremendous opportunities for Visa and its peers to continue converting vendors from cash to credit. In addition, the pandemic caused rapid adoption of touch-free payments solutions which usually require a credit or debit card.</p><p>Visa has added, positive drivers for 2023. The return of international travel and tourism coming out of the pandemic has done wonders for Visa, as it charges much higher fees on international transactions which involve multiple currencies.</p><p>As if that weren’t enough, the weakening U.S. dollar will now aid Visa as well. Visa reported a significant reduction in its earnings in 2022 thanks to the strengthening of the U.S. dollar. This caused Visa’s revenues from other regions such as Europe to be worth less in dollars.</p><p>Now, however, the value of the dollar has dropped 10% over the past quarter, and that will greatly boost Visa’s earnings.</p><p><b>C3.ai (AI)</b></p><p><b>C3.ai</b>(NYSE:<b><u>AI</u></b>) is an enterprise-focused, artificial intelligence company. The company’s software platform helps customers design and build AI-powered tools for working with, processing, and visualizing data.</p><p>C3.ai has been a disappointing investment since going public, with the shares dropping from a peak of $161 in 2020 to just $13 per share today.</p><p>However, 2023 could be the turning point for C3.ai. For one thing, investors’ demand for AI stocks is surging thanks to ChatGPT, an AI-powered tool. The rapid growth in the popularity of ChatGPT has helped awaken interest in AI technologies.</p><p>Moreover, C3.ai has a fantastic balance sheet. It has $8 per share of net cash on its balance sheet, meaning that investors are paying just $5 per share for its actual business. Furthermore, the company already has more than $250 million of annual revenues, while its market capitalization is down to $1.3 billion.</p><p>C3.ai got off to a slow start as it initially focused on relatively slow-growth industries such as oil and gas. However, C3.ai has started winning big contracts with the Department of Defense, which should set the stage for investors to give this company a higher valuation. That, plus the company’s huge cash balance, makes AI stock a good pick for the rest of the year.</p><p><b>STMicroelectronics (STM)</b></p><p><b>STMicroelectronics</b>(NYSE: <b><u>STM</u></b>) is a chip maker The firm is broadly diversified and has exposure to a number of promising fields and applications within the semiconductor industry.</p><p>STMicroelectronics develops silicon carbide chips used by power and electronics companies.  STM also creates chips that power internet of things products and 3D sensors. STMicroelectronics should prosper from the proliferation of smart autos, along with increased opportunities in the transportation sector as that space becomes more electrified.</p><p>STM stock looks exceptionally cheap at the moment, as the shares are trading for just 11 times both the company’s current and forward earnings. The risk is that chip makers might face a glut, as the sector’s inventories have risen.</p><p>That said, STM stock should be a winner over the long haul, given its attractive valuation and the multiple, promising end markets which STMicroelectronics serves.</p><p><b>Dutch Bros (BROS)</b></p><p><b>Dutch Bros</b>(NYSE: <b><u>BROS</u></b>) is a small, rapidly growing coffee-shop chain. The firm is aiming to disrupt <b>Starbucks</b> (NASDAQ: <b><u>SBUX</u></b>).</p><p>Starbucks has long dominated the American coffee market with its sit-down cafe experience. However, the pandemic changed people’s relationships with cafes and caused many folks to rethink their daily rituals.</p><p>Meanwhile, demographics are also changing. Starbucks does well with millennials and older consumers. However, Dutch Bros wisely figured out that Gen Z — aka the “zoomers” — might want something else.</p><p>Dutch Bros has ditched large stores, instead choosing tiny locations designed to support take-out customers. In addition, Dutch Bros focused on sweet, colorful beverages that look good on social media.</p><p>The company has also made a point of hiring personable, engaging staff. With all of Starbucks’ current labor tensions and union drives, Dutch Bros could have an advantage on that front as well.</p><p>Dutch Bros is still a small operation, with annual revenues of around $700 million. However, it plans to go from its current store base of around 550 stores to 4,000 in the coming years. That growth could draw significant interest from investors.</p><p>In the meantime, 23% of the available shares of BROS stock are being sold short, setting the stage for a major short squeeze when the sentiment towards the name improves.</p><p><b>Unity Software (U)</b></p><p><b>Unity Software</b>(NYSE: <b><u>U</u></b>) is the operator of a leading graphics engine. Developers use the company’s graphics engine to design and run video games. Recently, Unity has begun to expand its operations into other areas, such as video animation, architecture, and e-commerce.</p><p>Unity, along with its key rival, <b>Unreal</b>, control the majority of the video-game-engine market. It’s difficult for other companies to take share from Unity as many developers have become accustomed to using its platform.</p><p>Unity’s claim to fame is that its engine works seamlessly across platforms. A developer can build a game for, say, PCs, and then easily release that same game for use in conjunction with consoles, mobile, and even virtual/augmented reality.</p><p>In fact, Unity has long been a leader in developing graphics for virtual reality apps. Mark Zuckerberg reportedly wanted to acquire Unity years ago to serve as the core of its planned virtual reality operations. That acquisition could have come in handy, given how much <b>Meta Platforms</b> has spent trying to build its own metaverse recently.</p><p>Unity is still working on monetization and has struggled to become profitable. The firm is reliant on ads at the moment, and that would pose a risk if the economy contracts. Regardless, the consumption of video games and related applications should grow meaningfully, making Unity a winner regardless of any near-term macro setbacks.</p></body></html>","source":"investorplace","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>The 7 Best Growth Stocks to Buy Now</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\">\nThe 7 Best Growth Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-18 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/best-growth-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tap into the recovery of the best growth stocks with these seven leading picks.Datadog(DDOG): Datadog’s business continues to enjoy tremendous growth despite the downturn of the tech industry.Taiwan ...</p>\n\n<a href=\"https://investorplace.com/best-growth-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc.","STM":"意法半导体","DDOG":"Datadog","AI":"C3.ai, Inc.","V":"Visa","BROS":"Dutch Bros Inc.","TSM":"台积电"},"source_url":"https://investorplace.com/best-growth-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120741693","content_text":"Tap into the recovery of the best growth stocks with these seven leading picks.Datadog(DDOG): Datadog’s business continues to enjoy tremendous growth despite the downturn of the tech industry.Taiwan Semiconductor Manufacturing (TSM): The semiconductor manufacturer is on sale now.Visa(V): Visa will enjoy a stronger 2023 thanks to the rebound of international travel.Dutch Bros(BROS): Dutch Bros plans to add thousands of new stores in the coming years, making this a fantastic consumer growth story.C3.ai(AI): AI stocks are back in favor, and C3.ai is poised to benefit.Unity Software(U): The video-game engine maker is set for a comeback in 2023.STMicroelectronics(STM): STMicroelectronics is a cheap semiconductor stock that has exposure to multiple, fast-growing markets.The New Year seems to have changed investors’ sentiment. After a grueling bear market in 2022, investors are enjoying a better start to this year. And leading the way are the best growth stocks which might have finally turned the corner.However, the technology industry is still facing plenty of risks. For example, supply chains remain unsettled, interest rates remain high, and the Federal Reserve seems set to hike rates a couple more times before its tightening campaign is completed. So don’t necessarily expect smooth sailing for tech stocks going forward.But there are finally some signs of optimism in the stock market. And, after the huge selloff we saw in 2022,  the valuations of many growth stocks are quite attractive. These seven growth stocks should post superior returns in 2023.Taiwan Semiconductor Manufacturing (TSM)Taiwan Semiconductor Manufacturing(NYSE: TSM) stock has rallied sharply over the past quarter. Despite that, its shares are still down more than 35% over the past 12 months.The sharp decline of TSM stock was especially shocking as Taiwan Sem is one of the world’s most important tech companies. It is far and away the world’s largest contract producer of computer chips and integrated circuits, and the company retains a market capitalization north of $400 billion.In addition to the general tech malaise, there were specific reasons behind Taiwan Semiconductor’s decline. For one thing, the demand for semiconductors fell in 2022 after booming for an extended period heading into last year. On top of that, political tensions are mounting.That said, Taiwan Semiconductor Manufacturing seems cheap enough to be worth the risk, as its shares are now trading at 15 times analysts’ average forward earnings estimate for the chip maker.Moreover, the company has started expanding production facilities in Arizona to reduce its geopolitical risk while also taking advantage of subsidies from the CHIPS Act which promotes U.S.-based chip manufacturing.And rounding out the bull case, Warren Buffett’s Berkshire Hathaway(NYSE: BRK-B) disclosed that it has taken a big stake in Taiwan Semi stock.Datadog (DDOG)Datadog(NASDAQ: DDOG)  provides cloud monitoring and security functions via software-as-a-service solutions.  Datadog’s appeal lies in its all-in-one platform.In other words, DDOG’s clients can monitor and secure their servers, workflows, databases, and their other IT hardware from one central location. In contrast, traditional solutions are compartmentalized, creating potential blind spots and vulnerabilities. Having all these functions in one place makes it easier for firms’ IT professionals to look at everything simultaneously.Datadog has had tremendous success. Analysts, on average, expect the company’s 2022 sales to come in at $2.2 billion, up from $101 million in 2017. And analysts’ mean estimates call for its top line to increase 33% annually in the coming years.Datadog isn’t a tremendous profit machine yet, but it is in the black. The fact that it isn’t burning cash is a big advantage as many tech names struggle. Datadog has plenty of time to keep growing its business and become a leader among tech names in the future.Visa (V)It’s no secret that the credit card companies are incredible businesses. They impose, in effect, a transaction tax on the global economy. As the world grows, Visa(NYSE: V) effortlessly makes more money. But, folks might wonder, doesn’t this growth have to come to an end at some point?It’s true that Visa’s market will eventually be saturated. But it’s not there yet. Emerging markets offer tremendous opportunities for Visa and its peers to continue converting vendors from cash to credit. In addition, the pandemic caused rapid adoption of touch-free payments solutions which usually require a credit or debit card.Visa has added, positive drivers for 2023. The return of international travel and tourism coming out of the pandemic has done wonders for Visa, as it charges much higher fees on international transactions which involve multiple currencies.As if that weren’t enough, the weakening U.S. dollar will now aid Visa as well. Visa reported a significant reduction in its earnings in 2022 thanks to the strengthening of the U.S. dollar. This caused Visa’s revenues from other regions such as Europe to be worth less in dollars.Now, however, the value of the dollar has dropped 10% over the past quarter, and that will greatly boost Visa’s earnings.C3.ai (AI)C3.ai(NYSE:AI) is an enterprise-focused, artificial intelligence company. The company’s software platform helps customers design and build AI-powered tools for working with, processing, and visualizing data.C3.ai has been a disappointing investment since going public, with the shares dropping from a peak of $161 in 2020 to just $13 per share today.However, 2023 could be the turning point for C3.ai. For one thing, investors’ demand for AI stocks is surging thanks to ChatGPT, an AI-powered tool. The rapid growth in the popularity of ChatGPT has helped awaken interest in AI technologies.Moreover, C3.ai has a fantastic balance sheet. It has $8 per share of net cash on its balance sheet, meaning that investors are paying just $5 per share for its actual business. Furthermore, the company already has more than $250 million of annual revenues, while its market capitalization is down to $1.3 billion.C3.ai got off to a slow start as it initially focused on relatively slow-growth industries such as oil and gas. However, C3.ai has started winning big contracts with the Department of Defense, which should set the stage for investors to give this company a higher valuation. That, plus the company’s huge cash balance, makes AI stock a good pick for the rest of the year.STMicroelectronics (STM)STMicroelectronics(NYSE: STM) is a chip maker The firm is broadly diversified and has exposure to a number of promising fields and applications within the semiconductor industry.STMicroelectronics develops silicon carbide chips used by power and electronics companies.  STM also creates chips that power internet of things products and 3D sensors. STMicroelectronics should prosper from the proliferation of smart autos, along with increased opportunities in the transportation sector as that space becomes more electrified.STM stock looks exceptionally cheap at the moment, as the shares are trading for just 11 times both the company’s current and forward earnings. The risk is that chip makers might face a glut, as the sector’s inventories have risen.That said, STM stock should be a winner over the long haul, given its attractive valuation and the multiple, promising end markets which STMicroelectronics serves.Dutch Bros (BROS)Dutch Bros(NYSE: BROS) is a small, rapidly growing coffee-shop chain. The firm is aiming to disrupt Starbucks (NASDAQ: SBUX).Starbucks has long dominated the American coffee market with its sit-down cafe experience. However, the pandemic changed people’s relationships with cafes and caused many folks to rethink their daily rituals.Meanwhile, demographics are also changing. Starbucks does well with millennials and older consumers. However, Dutch Bros wisely figured out that Gen Z — aka the “zoomers” — might want something else.Dutch Bros has ditched large stores, instead choosing tiny locations designed to support take-out customers. In addition, Dutch Bros focused on sweet, colorful beverages that look good on social media.The company has also made a point of hiring personable, engaging staff. With all of Starbucks’ current labor tensions and union drives, Dutch Bros could have an advantage on that front as well.Dutch Bros is still a small operation, with annual revenues of around $700 million. However, it plans to go from its current store base of around 550 stores to 4,000 in the coming years. That growth could draw significant interest from investors.In the meantime, 23% of the available shares of BROS stock are being sold short, setting the stage for a major short squeeze when the sentiment towards the name improves.Unity Software (U)Unity Software(NYSE: U) is the operator of a leading graphics engine. Developers use the company’s graphics engine to design and run video games. Recently, Unity has begun to expand its operations into other areas, such as video animation, architecture, and e-commerce.Unity, along with its key rival, Unreal, control the majority of the video-game-engine market. It’s difficult for other companies to take share from Unity as many developers have become accustomed to using its platform.Unity’s claim to fame is that its engine works seamlessly across platforms. A developer can build a game for, say, PCs, and then easily release that same game for use in conjunction with consoles, mobile, and even virtual/augmented reality.In fact, Unity has long been a leader in developing graphics for virtual reality apps. Mark Zuckerberg reportedly wanted to acquire Unity years ago to serve as the core of its planned virtual reality operations. That acquisition could have come in handy, given how much Meta Platforms has spent trying to build its own metaverse recently.Unity is still working on monetization and has struggled to become profitable. The firm is reliant on ads at the moment, and that would pose a risk if the economy contracts. Regardless, the consumption of video games and related applications should grow meaningfully, making Unity a winner regardless of any near-term macro setbacks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956813118,"gmtCreate":1673958971934,"gmtModify":1676538908563,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9956813118","repostId":"2303753886","repostType":4,"repost":{"id":"2303753886","pubTimestamp":1673942550,"share":"https://www.laohu8.com/m/news/2303753886?lang=&edition=full","pubTime":"2023-01-17 16:02","market":"us","language":"en","title":"Tesla's Price Cuts Signal Major Demand Problems","url":"https://stock-news.laohu8.com/highlight/detail?id=2303753886","media":"Seeking Alpha","summary":"SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's ","content":"<html><head></head><body><h2>Summary</h2><ul><li>This week&#39;s price cut could lead to a per car margin reduction of over 50% in the US.</li><li>Tesla&#39;s backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before these latest cuts.</li><li>I see little evidence that declining costs will save margins; battery costs rose in 2022 for the first time in a decade.</li><li>Reducing US prices below the $55,000 ceiling in the Inflation Reduction Act doesn&#39;t explain away the price cuts in the EU.</li><li>I see little chance that Tesla&#39;s 2023 earnings exceed 2022&#39;s earnings.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c520175a47f7c851f6eda11fb071b3e5\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/><span>Xiaolu Chu</span></p><p>Tesla&#39;s (NASDAQ:TSLA) finish to 2022 was abysmal, with the company shedding $600 billion in market value in 3 months. Many Tesla bulls believe the primary reason for the sell-off is Elon Musk&#39;s acquisition of Twitter (and associated selling of nearly $8 billionin Tesla stock to fund it) coupled with his behavior on the site post-acquisition. While this certainly wasn&#39;t helpful, I do not believe this is the main reason for the precipitous drop.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ccc838ea48117e63535d8234c0c731a\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>The primary reason is far more basic; Tesla has simply saturated its key markets. If the Q4 delivery miss wasn&#39;t enough of a signal, this week&#39;s price cuts should be.</p><p>I believe Tesla had an ugly choice to make: it could either badly miss delivery forecasts in 2023, or it could cut price drastically and hope to bridge some of the gap withvolume. I believe it is ultimately the wrong choice, and Tesla has chosen the path that&#39;s more likely to help the stock price in the near term, rather than maintain the brand&#39;s value in the long term.</p><h2>Tesla Car Values and Backlog</h2><p>Tesla enthusiast Troy Teslike noted a precipitous decline in backlog since the middle of the summer. For most of the last 2.5 years, demand for Tesla&#39;s cars certainly exceeded supply, but this seemed to have reversed in the past 6 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba4b85746feadc0bf81f60f67cab6bb1\" tg-width=\"564\" tg-height=\"769\" referrerpolicy=\"no-referrer\"/><span>Tesla Backlog (Troy Teslike (Twitter))</span></p><p>In the same timeframe, Tesla used car values, which were extremely strong for most of the pandemic, began to rapidly decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/860dc3358ecacee3ce324a673f432cea\" tg-width=\"640\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/><span>Tesla Used Car Values (CarGurus as of 1-14-23)</span></p><p>Tesla car values had already dropped significantly in the past 90 days, which in my opinion was a far bigger reason for the stock dropping than Elon&#39;s Twitter sideshow. The latest move will knock another $10,000+ off residual values on top of what&#39;s already happened in the past 90 days.</p><h2>Price Cut Impact on Gross Margins</h2><p>Tesla supporters believe it is a luxury brand. But luxury brands generally don&#39;t cut prices in the face of slack demand. In general, they don&#39;t cut prices at all!</p><p>Guggenheim&#39;s analysis on the impact of the price cut is pretty grim, especially for the Model Y.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9559c453e9557a0e14fc12d96aafcd7\" tg-width=\"549\" tg-height=\"680\" referrerpolicy=\"no-referrer\"/><span>Price Cut Margin Impact (Guggenheim estimates)</span></p><p>Unless volumes increase rapidly from 2022 levels, the narrative of Tesla being &#34;cheap&#34; on an earnings per share basis is going to be challenged as 2023 progresses.</p><h2>Tesla Cost of Goods</h2><p>One theory I&#39;ve heard is that Tesla&#39;s supply chain costs have dropped significantly, so they&#39;re better able to pass along the savings to customers. I very much doubt this is true.</p><p>2022 was the first year in the last decade where battery costs increased, due to sharp increases in the price of lithium, cobalt, nickel, and other raw materials. The cost of labor has also risen significantly in the past few years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d38972cae70cb1da6790ee192e488ba5\" tg-width=\"640\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/><span>EV Industry Battery cost estimates (BloombergNEF)</span></p><p>Impacts from any increase in battery costs won&#39;t be felt immediately, as Tesla usually has fixed term contracts in place, but when these contracts are rolled over and renegotiated, the price is likely up and not down.</p><h2>EV Credits and the Inflation Reduction Act</h2><p>The price cuts in the US were strategic in that they moved most Tesla models below the $55,000 ceiling for the newly available $7500 credit in the Inflation Reduction Act. By moving under this ceiling, the end price for a Model Y LR drops from ~$68,000 to $47,130, a massive reduction which will certainly increase volume. How much volume still remains to be seen. Unlike the previous $7500 credit, the new EV credit has income exclusions, so single filers that make more than $150,000 are ineligible. This likely includes large portions of the young, technologically savvy crowd that Tesla is popular with.</p><p>Had the US price been reduced in isolation, I could listen to the argument that this move was done to maximize the tax credit and grow already strong demand more rapidly. But this is not what has happened, because, at the same time, the US price has been reduced, Tesla has reduced pricing across most of the EU as well, following the recent price cuts in China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a00abe83ad68c6fb4207077193a5e9b\" tg-width=\"664\" tg-height=\"581\" referrerpolicy=\"no-referrer\"/><span>Tesla EU Prices (Tesla.com)</span></p><p>It appears that the exhaustion of the backlog and increased competition are pressuring the European market as well.</p><h2>Conclusion</h2><p>I have seen several bulls frame this latest move as Tesla going &#34;on the offense&#34; to capture further market share and put legacy auto out of business. It&#39;s an interesting take, but I believe it is ultimately just fantasy.</p><p>Tesla did a fantastic job executing over the past 3 years, expanding capacity and navigating the supply chain crisis well. They were still able to produce Model 3 and Model Y&#39;s while other manufacturers had to cut production. Raising production in an undersupplied market allowed Tesla to raise prices, and they received an additional tailwind from high gasoline prices earlier this year. From a production standpoint, they did well and the stock price responded.</p><p>But at the same time, the majority of the new promised products have not come to fruition, and Tesla still derives the overwhelming majority of its revenue from 2 aging car models that have not had a significant refresh since inception. Gas prices have fallen significantly and other manufacturers are producing again.</p><p>Even with lower prices, I think it will be a challenge for Tesla to match 2022 volumes, let alone sell enough incremental units to raise earnings. Those who are buying Tesla today because it&#39;s &#34;cheap&#34; at 30x earnings might see it get much cheaper if earnings fall in 2023.</p><p><i>This article is written by Fishtown Capital for reference only. Please note the risks.</i></p><p><b>Also Read:</b> <a href=\"https://ttm.financial/NW/1149025848\" target=\"_blank\">Teslas Are Finally Getting Cheaper. It&#39;s a Sign Elon Musk&#39;s Back Is Against the Wall</a></p></body></html>","source":"seekingalpha_fund","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>Tesla's Price Cuts Signal Major Demand Problems</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; 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}\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\">\nTesla's Price Cuts Signal Major Demand Problems\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 16:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before ...</p>\n\n<a href=\"https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4550":"红杉资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4574":"无人驾驶","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4551":"寇图资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSLA":"特斯拉","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303753886","content_text":"SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before these latest cuts.I see little evidence that declining costs will save margins; battery costs rose in 2022 for the first time in a decade.Reducing US prices below the $55,000 ceiling in the Inflation Reduction Act doesn't explain away the price cuts in the EU.I see little chance that Tesla's 2023 earnings exceed 2022's earnings.Xiaolu ChuTesla's (NASDAQ:TSLA) finish to 2022 was abysmal, with the company shedding $600 billion in market value in 3 months. Many Tesla bulls believe the primary reason for the sell-off is Elon Musk's acquisition of Twitter (and associated selling of nearly $8 billionin Tesla stock to fund it) coupled with his behavior on the site post-acquisition. While this certainly wasn't helpful, I do not believe this is the main reason for the precipitous drop.Data by YChartsThe primary reason is far more basic; Tesla has simply saturated its key markets. If the Q4 delivery miss wasn't enough of a signal, this week's price cuts should be.I believe Tesla had an ugly choice to make: it could either badly miss delivery forecasts in 2023, or it could cut price drastically and hope to bridge some of the gap withvolume. I believe it is ultimately the wrong choice, and Tesla has chosen the path that's more likely to help the stock price in the near term, rather than maintain the brand's value in the long term.Tesla Car Values and BacklogTesla enthusiast Troy Teslike noted a precipitous decline in backlog since the middle of the summer. For most of the last 2.5 years, demand for Tesla's cars certainly exceeded supply, but this seemed to have reversed in the past 6 months.Tesla Backlog (Troy Teslike (Twitter))In the same timeframe, Tesla used car values, which were extremely strong for most of the pandemic, began to rapidly decline.Tesla Used Car Values (CarGurus as of 1-14-23)Tesla car values had already dropped significantly in the past 90 days, which in my opinion was a far bigger reason for the stock dropping than Elon's Twitter sideshow. The latest move will knock another $10,000+ off residual values on top of what's already happened in the past 90 days.Price Cut Impact on Gross MarginsTesla supporters believe it is a luxury brand. But luxury brands generally don't cut prices in the face of slack demand. In general, they don't cut prices at all!Guggenheim's analysis on the impact of the price cut is pretty grim, especially for the Model Y.Price Cut Margin Impact (Guggenheim estimates)Unless volumes increase rapidly from 2022 levels, the narrative of Tesla being \"cheap\" on an earnings per share basis is going to be challenged as 2023 progresses.Tesla Cost of GoodsOne theory I've heard is that Tesla's supply chain costs have dropped significantly, so they're better able to pass along the savings to customers. I very much doubt this is true.2022 was the first year in the last decade where battery costs increased, due to sharp increases in the price of lithium, cobalt, nickel, and other raw materials. The cost of labor has also risen significantly in the past few years.EV Industry Battery cost estimates (BloombergNEF)Impacts from any increase in battery costs won't be felt immediately, as Tesla usually has fixed term contracts in place, but when these contracts are rolled over and renegotiated, the price is likely up and not down.EV Credits and the Inflation Reduction ActThe price cuts in the US were strategic in that they moved most Tesla models below the $55,000 ceiling for the newly available $7500 credit in the Inflation Reduction Act. By moving under this ceiling, the end price for a Model Y LR drops from ~$68,000 to $47,130, a massive reduction which will certainly increase volume. How much volume still remains to be seen. Unlike the previous $7500 credit, the new EV credit has income exclusions, so single filers that make more than $150,000 are ineligible. This likely includes large portions of the young, technologically savvy crowd that Tesla is popular with.Had the US price been reduced in isolation, I could listen to the argument that this move was done to maximize the tax credit and grow already strong demand more rapidly. But this is not what has happened, because, at the same time, the US price has been reduced, Tesla has reduced pricing across most of the EU as well, following the recent price cuts in China.Tesla EU Prices (Tesla.com)It appears that the exhaustion of the backlog and increased competition are pressuring the European market as well.ConclusionI have seen several bulls frame this latest move as Tesla going \"on the offense\" to capture further market share and put legacy auto out of business. It's an interesting take, but I believe it is ultimately just fantasy.Tesla did a fantastic job executing over the past 3 years, expanding capacity and navigating the supply chain crisis well. They were still able to produce Model 3 and Model Y's while other manufacturers had to cut production. Raising production in an undersupplied market allowed Tesla to raise prices, and they received an additional tailwind from high gasoline prices earlier this year. From a production standpoint, they did well and the stock price responded.But at the same time, the majority of the new promised products have not come to fruition, and Tesla still derives the overwhelming majority of its revenue from 2 aging car models that have not had a significant refresh since inception. Gas prices have fallen significantly and other manufacturers are producing again.Even with lower prices, I think it will be a challenge for Tesla to match 2022 volumes, let alone sell enough incremental units to raise earnings. Those who are buying Tesla today because it's \"cheap\" at 30x earnings might see it get much cheaper if earnings fall in 2023.This article is written by Fishtown Capital for reference only. Please note the risks.Also Read: Teslas Are Finally Getting Cheaper. It's a Sign Elon Musk's Back Is Against the Wall","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956915002,"gmtCreate":1673879612507,"gmtModify":1676538898013,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9956915002","repostId":"2303469523","repostType":4,"repost":{"id":"2303469523","pubTimestamp":1673870004,"share":"https://www.laohu8.com/m/news/2303469523?lang=&edition=full","pubTime":"2023-01-16 19:53","market":"us","language":"en","title":"Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes","url":"https://stock-news.laohu8.com/highlight/detail?id=2303469523","media":"Motley Fool","summary":"Warren Buffett's company Berkshire Hathaway has greatly outperformed the stock market since 1965.","content":"<html><head></head><body><p>If you are an active investor, then you&#39;ve likely heard the name Warren Buffett once or twice, given that he&#39;s one of the greatest investors of all time.</p><p>His company <b>Berkshire Hathaway</b> has beaten the broader market handily since Buffett took over the firm in 1965. A big part of Berkshire&#39;s outperformance is thanks to its large equities portfolio now valued at more than $322 billion, where Buffett and his investing team buy and sell individual stocks.</p><p>When choosing individual stocks, retail investors can learn a lot from the Oracle of Omaha&#39;s investing strategy. They should take Warren Buffett&#39;s advice and buy stocks with these three attributes.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaf4cfd62150fe71eaf74e63fe8dad0b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: The Motley Fool.</span></p><h2>1. Consistent performance</h2><p>The first thing Buffett looks for is whether or not the company he is interested in has a solid track record when it comes to financial performance.</p><p>One of the ways Buffett evaluates this is through return on shareholder equity (ROE), which is defined as net income divided by equity, and profit margins, which looks at how much of a company&#39;s revenue becomes profit. The goal is not to find a company that can generate a strong ROE or profit margin once, but one that can do it over and over and through a variety of different economic environments.</p><p>For instance, one of Berkshire Hathaway&#39;s largest holdings, the credit card and payments firm <b>American Express</b>, has generated above a 12% ROE for the last decade, and many times that ROE was 25% or above. Meanwhile, <b>Apple</b>, which is by far Berkshire&#39;s largest holding in its portfolio, has had over a 20% profit margin since 2010.</p><h2>2. Valuation</h2><p>Buffett has been a great value investor over the years; he purchases stocks trading below their intrinsic value that the market has either ignored or perhaps doesn&#39;t understand, but that will trade up to or above their intrinsic value over time.</p><p>Now, there is a method to the madness, and Buffett and Berkshire do not simply look for stocks trading at bargain valuations. As Buffett once wrote in a letter to shareholders, &#34;It&#39;s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.&#34;</p><p>That means don&#39;t let valuation blind you. If something is trading at a huge discount to its book value, there is likely a good reason for the discount. Instead, it&#39;s a better idea to find a company that is great and that you can buy at a fair valuation, which will serve you better long term.</p><p>One example is <b>Bank of America</b>, the second-largest holding in Berkshire&#39;s portfolio. Bank of America currently trades at about 160% of its tangible book value, which is hardly a discounted bank stock valuation, especially in today&#39;s market. But Bank of America is now the second-largest bank by assets in the U.S., is highly profitable, and has developed a strong moat with its deposit and lending franchise. Long term, Buffett believes this is still a very fair valuation at which to own the stock.</p><h2>3. An impenetrable brand</h2><p>Another theme you will see among many of Berkshire&#39;s holdings is incredibly strong brand power. Think Apple and <b>Coca-Cola</b>. Now, why does Buffett like strong brands? It&#39;s not because of the funny commercials.</p><p>The real reason is that strong brands provide these companies with a tremendous amount of pricing power. This comes in handy in times of high inflation like the one we are in today. Even though Apple&#39;s or Coca-Cola&#39;s cost of doing business has gone up, their strong brands allow them to raise the prices of their products without too much pushback from consumers.</p><p>Think about the iPhone and what a big part of people&#39;s lives it has become. If the price of an iPhone goes up $100, most consumers are still going to buy it anyway, especially if they&#39;ve been with the brand for a while. And how many times have you heard somebody say they will never drink <b>Pepsi</b> over Coke?</p><p>Even if Pepsi happens to be cheaper, odds are that if a person has a choice between the two, they are still likely going to pick Coke. Companies with this kind of branding power can be great long-term stocks to own.</p></body></html>","source":"fool_stock","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>Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes</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; 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}\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\">\nTake Warren Buffett's Advice: Buy Stocks With These 3 Attributes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 19:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are an active investor, then you've likely heard the name Warren Buffett once or twice, given that he's one of the greatest investors of all time.His company Berkshire Hathaway has beaten the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","KO":"可口可乐","BK4554":"元宇宙及AR概念","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4515":"5G概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK4571":"数字音乐概念","BK4507":"流媒体概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","BK4575":"芯片概念","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4559":"巴菲特持仓","BK4527":"明星科技股","LU0444971666.USD":"天利全球科技基金","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","AXP":"美国运通","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","BK4574":"无人驾驶","PEP":"百事可乐","BAC":"美国银行","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4573":"虚拟现实","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4505":"高瓴资本持仓","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","AAPL":"苹果","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD"},"source_url":"https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303469523","content_text":"If you are an active investor, then you've likely heard the name Warren Buffett once or twice, given that he's one of the greatest investors of all time.His company Berkshire Hathaway has beaten the broader market handily since Buffett took over the firm in 1965. A big part of Berkshire's outperformance is thanks to its large equities portfolio now valued at more than $322 billion, where Buffett and his investing team buy and sell individual stocks.When choosing individual stocks, retail investors can learn a lot from the Oracle of Omaha's investing strategy. They should take Warren Buffett's advice and buy stocks with these three attributes.Image source: The Motley Fool.1. Consistent performanceThe first thing Buffett looks for is whether or not the company he is interested in has a solid track record when it comes to financial performance.One of the ways Buffett evaluates this is through return on shareholder equity (ROE), which is defined as net income divided by equity, and profit margins, which looks at how much of a company's revenue becomes profit. The goal is not to find a company that can generate a strong ROE or profit margin once, but one that can do it over and over and through a variety of different economic environments.For instance, one of Berkshire Hathaway's largest holdings, the credit card and payments firm American Express, has generated above a 12% ROE for the last decade, and many times that ROE was 25% or above. Meanwhile, Apple, which is by far Berkshire's largest holding in its portfolio, has had over a 20% profit margin since 2010.2. ValuationBuffett has been a great value investor over the years; he purchases stocks trading below their intrinsic value that the market has either ignored or perhaps doesn't understand, but that will trade up to or above their intrinsic value over time.Now, there is a method to the madness, and Buffett and Berkshire do not simply look for stocks trading at bargain valuations. As Buffett once wrote in a letter to shareholders, \"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.\"That means don't let valuation blind you. If something is trading at a huge discount to its book value, there is likely a good reason for the discount. Instead, it's a better idea to find a company that is great and that you can buy at a fair valuation, which will serve you better long term.One example is Bank of America, the second-largest holding in Berkshire's portfolio. Bank of America currently trades at about 160% of its tangible book value, which is hardly a discounted bank stock valuation, especially in today's market. But Bank of America is now the second-largest bank by assets in the U.S., is highly profitable, and has developed a strong moat with its deposit and lending franchise. Long term, Buffett believes this is still a very fair valuation at which to own the stock.3. An impenetrable brandAnother theme you will see among many of Berkshire's holdings is incredibly strong brand power. Think Apple and Coca-Cola. Now, why does Buffett like strong brands? It's not because of the funny commercials.The real reason is that strong brands provide these companies with a tremendous amount of pricing power. This comes in handy in times of high inflation like the one we are in today. Even though Apple's or Coca-Cola's cost of doing business has gone up, their strong brands allow them to raise the prices of their products without too much pushback from consumers.Think about the iPhone and what a big part of people's lives it has become. If the price of an iPhone goes up $100, most consumers are still going to buy it anyway, especially if they've been with the brand for a while. And how many times have you heard somebody say they will never drink Pepsi over Coke?Even if Pepsi happens to be cheaper, odds are that if a person has a choice between the two, they are still likely going to pick Coke. Companies with this kind of branding power can be great long-term stocks to own.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958416746,"gmtCreate":1673798350185,"gmtModify":1676538886954,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958416746","repostId":"2303423363","repostType":4,"repost":{"id":"2303423363","pubTimestamp":1673754751,"share":"https://www.laohu8.com/m/news/2303423363?lang=&edition=full","pubTime":"2023-01-15 11:52","market":"us","language":"en","title":"New to Investing? Take a Look at These Funds","url":"https://stock-news.laohu8.com/highlight/detail?id=2303423363","media":"Motley Fool","summary":"Warren Buffett believes most investors would be best off purchasing one of these low-cost index funds.","content":"<html><head></head><body><p>When you&#39;re just starting to invest, it&#39;s easy to get overwhelmed by the sheer number of options. Instead of rushing in and buying something you don&#39;t understand, purchasing an exchange-traded fund (ETF) is an excellent first move. ETFs are similar to mutual funds, except they trade like a stock.</p><p>There are thousands of these ETFs, each centered around a different theme. Some good ones to start with are the <b>Vanguard Total Stock Market ETF</b>, the <b>Vanguard S&amp;P 500 ETF</b>, and the <b><a href=\"https://laohu8.com/S/VTWO\">Vanguard Russell 2000 ETF</a></b>. These are basic but important in every investor&#39;s portfolio. Here&#39;s why all investors (even experienced ones) should consider these three ETFs.</p><h2>The basis of all portfolios should include these indexes</h2><p>The Total Stock Market ETF centers around <i>all</i> stocks traded in the U.S. This includes small and micro-cap stocks that the Vanguard 500 (which tracks the <b>S&amp;P</b> <b>500</b>) misses. As a result, the index has captured the rise of companies like <b>Amazon</b>, <b>Netflix</b>, and <b>Tesla</b>, where the S&amp;P 500 didn&#39;t. However, capturing these rises doesn&#39;t always mean outperformance.</p><p><img src=\"https://static.tigerbbs.com/a5ce4baec6cc0d17cc1b5a48b89f814a\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>While these two closely track each other, there are different time periods where one might outperform the other. Because of that, purchasing both in equal amounts is a great idea.</p><p>Another reason these two should be your first purchase is the instant diversification it provides. You&#39;re purchasing thousands (Total Stock Market) plus 500 (Vanguard 500) companies spread across multiple sectors with both indexes. This prevents being over-exposed to one sector, which might occur when you first begin.</p><p>Lastly, purchasing these indexes isn&#39;t settling. This was a common misconception I had when I first began investing, but sometimes matching the market is a wise investment strategy. Warren Buffett believes most investors would succeed by purchasing a low-cost index fund like these two. In fact, when he passes away, 90% of his estate will be invested in one of these funds.</p><p>Both of these ETFs would make great purchases, but there are other funds out there.</p><h2>Other ETFs are more specialized</h2><p>The Vanguard Russell 2000 Index gets a bit more exploratory, as it tracks the Russell 2000 index. The stocks in this index are the smallest 2,000 of the largest 3,000 companies listed in the U.S.</p><p>Small-cap stocks produce some massive winners and usually outperform large caps (over long time horizons). However, since 2021, small caps have had a pretty bad run.</p><p><img src=\"https://static.tigerbbs.com/90234724ad6dd8f939dccf297d896012\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>With small caps underperforming recently, a turnaround might be imminent. Plus, small-cap stocks tend to outperform during the recovery following a bear market. Considering that&#39;s where we may find ourselves right now, small-cap stocks look attractive.</p><p>With all three of these ETFs, there is one other consideration: the expense ratio. This number tells investors how much a company like Vanguard charges for managing your money. For this trio, the expense ratio is very attractive.</p><table border=\"1\"><tbody><tr><th>Fund</th><th>Expense Ratio</th></tr><tr><td>Vanguard Total Stock Market ETF</td><td>0.03%</td></tr><tr><td>Vanguard S&amp;P 500 ETF</td><td>0.03%</td></tr><tr><td>Vanguard Russell 2000 ETF</td><td>0.10%</td></tr></tbody></table><p>Data source: Vanguard.</p><p>For every $1,000 you invest in the Vanguard Total Stock Market or Vanguard S&amp;P 500 ETFs, Vanguard will charge you $0.30 annually. That&#39;s practically nothing. As a general rule of thumb, the less mainstream an ETF gets, the higher the expense ratio, which is why the Vanguard Russell 2000 ETF charges $1 for every $1,000.</p><p>Still, that&#39;s not a lot of gains to give up, especially since you don&#39;t have to do any work besides purchasing the ETF.</p><p>There are thousands of other ETFs allowing you to focus on any sector or strategy, but these three are solid bedrock funds to build a portfolio on. If I were to start over my portfolio from scratch, these three would be among my first purchases.</p></body></html>","source":"fool_stock","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>New to Investing? Take a Look at These Funds</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\">\nNew to Investing? Take a Look at These Funds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-15 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/14/new-to-investing-take-a-look-at-these-funds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When you're just starting to invest, it's easy to get overwhelmed by the sheer number of options. Instead of rushing in and buying something you don't understand, purchasing an exchange-traded fund (...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/14/new-to-investing-take-a-look-at-these-funds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VTWO":"Vanguard Russell 2000 ETF","VOO":"Vanguard标普500ETF","VTI":"大盘指数ETF-Vanguard MSCI"},"source_url":"https://www.fool.com/investing/2023/01/14/new-to-investing-take-a-look-at-these-funds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303423363","content_text":"When you're just starting to invest, it's easy to get overwhelmed by the sheer number of options. Instead of rushing in and buying something you don't understand, purchasing an exchange-traded fund (ETF) is an excellent first move. ETFs are similar to mutual funds, except they trade like a stock.There are thousands of these ETFs, each centered around a different theme. Some good ones to start with are the Vanguard Total Stock Market ETF, the Vanguard S&P 500 ETF, and the Vanguard Russell 2000 ETF. These are basic but important in every investor's portfolio. Here's why all investors (even experienced ones) should consider these three ETFs.The basis of all portfolios should include these indexesThe Total Stock Market ETF centers around all stocks traded in the U.S. This includes small and micro-cap stocks that the Vanguard 500 (which tracks the S&P 500) misses. As a result, the index has captured the rise of companies like Amazon, Netflix, and Tesla, where the S&P 500 didn't. However, capturing these rises doesn't always mean outperformance.Data by YCharts.While these two closely track each other, there are different time periods where one might outperform the other. Because of that, purchasing both in equal amounts is a great idea.Another reason these two should be your first purchase is the instant diversification it provides. You're purchasing thousands (Total Stock Market) plus 500 (Vanguard 500) companies spread across multiple sectors with both indexes. This prevents being over-exposed to one sector, which might occur when you first begin.Lastly, purchasing these indexes isn't settling. This was a common misconception I had when I first began investing, but sometimes matching the market is a wise investment strategy. Warren Buffett believes most investors would succeed by purchasing a low-cost index fund like these two. In fact, when he passes away, 90% of his estate will be invested in one of these funds.Both of these ETFs would make great purchases, but there are other funds out there.Other ETFs are more specializedThe Vanguard Russell 2000 Index gets a bit more exploratory, as it tracks the Russell 2000 index. The stocks in this index are the smallest 2,000 of the largest 3,000 companies listed in the U.S.Small-cap stocks produce some massive winners and usually outperform large caps (over long time horizons). However, since 2021, small caps have had a pretty bad run.Data by YCharts.With small caps underperforming recently, a turnaround might be imminent. Plus, small-cap stocks tend to outperform during the recovery following a bear market. Considering that's where we may find ourselves right now, small-cap stocks look attractive.With all three of these ETFs, there is one other consideration: the expense ratio. This number tells investors how much a company like Vanguard charges for managing your money. For this trio, the expense ratio is very attractive.FundExpense RatioVanguard Total Stock Market ETF0.03%Vanguard S&P 500 ETF0.03%Vanguard Russell 2000 ETF0.10%Data source: Vanguard.For every $1,000 you invest in the Vanguard Total Stock Market or Vanguard S&P 500 ETFs, Vanguard will charge you $0.30 annually. That's practically nothing. As a general rule of thumb, the less mainstream an ETF gets, the higher the expense ratio, which is why the Vanguard Russell 2000 ETF charges $1 for every $1,000.Still, that's not a lot of gains to give up, especially since you don't have to do any work besides purchasing the ETF.There are thousands of other ETFs allowing you to focus on any sector or strategy, but these three are solid bedrock funds to build a portfolio on. If I were to start over my portfolio from scratch, these three would be among my first purchases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}