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06-28

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@TigerEvents:[10th Anniv] Discover exciting features & win a US$1,010 reward!

06-28

Hoping more earning point events

01-16

$Ouster Inc.(OUST)$ [Cry] [Cry] [Cry]

01-14

[Cool] [Cool] [Cool]

01-13

[What] [What] [What]

01-12

[Cool] [Cool] [Cool]

01-11

[Cool] [Cool] [Cool]

01-10

[What] [What] [What]

01-08

[Cool] [Cool] [Cool]

01-06

[Cool] [Cool] [Cool]

01-05

[Cool] [Cool] [Cool]

01-04

[What] [What] [What]

01-04

[Cool] [Cool] [Cool]

01-03

[Cool] [Cool] [Cool]

01-02

[Cool] [Cool] [Cool]

01-01

[Cool] [Cool] [Cool]

2023-12-31

[Cool] [Cool] [Cool]

2023-12-30

[Miser] [Miser] [Miser]

2023-12-29

Happy New Year 2024...

2023-12-28

Happy New Year 2024...

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2024...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257149249519808","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256655740764160,"gmtCreate":1703693975774,"gmtModify":1703693980309,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"Happy New Year 2024...","listText":"Happy New Year 2024...","text":"Happy New Year 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</a>&nbsp;","text":"$FuelCell(FCEL)$","images":[{"img":"https://community-static.tradeup.com/news/122fa04ab7142d62f2077d05103ed06b","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/251468107980960","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4155890533341482","authorId":"4155890533341482","name":"PaPaNice","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4155890533341482","authorIdStr":"4155890533341482"},"content":"I also make up the average price of 6.5. I don't know when I can fly again. At present, I am most afraid of encountering RS","text":"I also make up the average price of 6.5. I don't know when I can fly again. At present, I am most afraid of encountering RS","html":"I also make up the average price of 6.5. I don't know when I can fly again. At present, I am most afraid of encountering RS"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":254534388273384,"gmtCreate":1703178983899,"gmtModify":1703178988035,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"Merry Christmas and Happy New Year","listText":"Merry Christmas and Happy New Year","text":"Merry Christmas and Happy New Year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/254534388273384","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922210088,"gmtCreate":1671771160944,"gmtModify":1676538591014,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"Merry Christmas&nbsp;","listText":"Merry Christmas&nbsp;","text":"Merry Christmas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922210088","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927371582,"gmtCreate":1672410885846,"gmtModify":1676538687205,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927371582","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072732469,"gmtCreate":1658102144551,"gmtModify":1676536104493,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072732469","repostId":"2252759644","repostType":4,"repost":{"id":"2252759644","kind":"highlight","pubTimestamp":1658099935,"share":"https://ttm.financial/m/news/2252759644?lang=&edition=fundamental","pubTime":"2022-07-18 07:18","market":"us","language":"en","title":"Earnings Season Including Tesla and Netflix Heats up Amid Renewed Recession Calls: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2252759644","media":"Yahoo Finance","summary":"The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results","content":"<html><head></head><body><p>The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results expected from companies including Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR).</p><p>Investors reeling from Wednesday’s CPI data may be dealt another blow if corporate financials show meaningful profit slowdowns, with higher costs, rising interest rates, and a potential slowdown in consumer spending all themes to watch.</p><p>S&amp;P 500 companies are expected to grow earnings at an estimated annual pace of 4.0% in the second quarter, the slowest rate of growth since year-end 2020 if realized, according to research from FactSet.</p><p><img src=\"https://community-static.tradeup.com/news/d7ae8e53a71e929a24ff39611f587b22\" tg-width=\"705\" tg-height=\"413\" width=\"100%\" height=\"auto\"/></p><p>On June 30, the estimated earnings growth rate for Q2 2022 was 4.0%.FactSet</p><p>The estimated net profit margin for the quarter is 12.4%, a figure that would mark the second straight quarter in which the net profit margin for the index has declined year-over-year. Despite persistent headwinds, however, analysts project net profit margins for the S&amp;P 500 will be higher for the rest of the year.</p><p>“Investors will be looking for clarity during this earnings season on how companies are navigating rising costs and wages,” Treasury Partners chief investment officer Richard Saperstein said in a note, adding current earnings per share estimates are “overoptimistic given the deteriorating macroeconomic backdrop.”</p><p>U.S. stocks rallied Friday but failed to recover from a turbulent week wrought by June&#39;s shock inflation report. All three major benchmarks finished lower for the week.</p><p>On the earnings front this coming week, big tech results will begin rolling in, starting with Netflix results coming after the market close on Tuesday.</p><p>The streaming giant expects to report a loss of 2 million subscribers in the second quarter, a key metric for investors.</p><p>Shares have nosedived 70% year-to-date amid a broader rout in growth stocks.</p><p>Tesla earnings will also be in focus after the close on Wednesday.</p><p>Despite a COVID-related shutdown of its factory in China during the quarter, shipments from its Shanghai plant rebounded last month to hit a record. However, last month, CEO Elon Musk warned of a &#34;super bad feeling&#34; about the economy and said the company is set to trim about 10% of jobs and &#34;pause all hiring worldwide&#34; as fears of a recession grow.</p><p>Tesla’s results also come as Musk prepares to battle Twitter in court after pulling out of a deal to purchase the social media platform. Twitter is scheduled to report quarterly results before the bell on Friday.</p><p>Other notable names set to unveil their results include Bank of America (BAC) and Goldman Sachs (GS) wrapping up bank earnings on Monday, Johnson &amp; Johnson (JNJ), United Airlines (UAL), AT&amp;T (T), and Snap (SNAP).</p><h2>Economic worries continue</h2><p>Last week, inflation data showed consumer prices accelerated 9.1% year-over-year in June, the fastest annual pace since November 1981.</p><p>On Wall Street, the figure spurred a wave of speculation that Federal Reserve officials may raise interest rates 100 basis points when they meet later this month. The move would mark the largest interest rate increase in three decades.</p><p>Analysts at Barclays led by Ajay Rajadhyaksha considered talks of a full percentage hike an “overreaction” in note to clients Wednesday.</p><p>“We also believe that if the Fed genuinely wants to hike 100bp in July, they would need to signal it to markets before the black-out period starts on July 16,” Barclays said. “Yes, they broke forward guidance at the June meeting by going 75bp despite ruling that out earlier, but the CPI report that month came well into the blackout period, and they felt like they needed to seize control of the inflation narrative.”</p><p>If the Federal Reserve places too much emphasis on June&#39;s CPI reading, the Federal Reserve &#34;risks creating a sense of panic,&#34; Andy Sparks, head of portfolio management research at MSCI said in a note.</p><p>&#34;It also runs the risk of overshooting and pushing an economy that had been showing signs of weakness into a full scale recession.&#34;</p><p>Economists at Bank of America said last week they now expect a &#34;mild recession&#34; this year. The firm&#39;s equity strategists also updated their S&amp;P 500 target to imply the index will fall 25% from its record high reached on Jan. 3, noting that the average drop in the stock market seen during recessions is 31%.</p><p>The benchmark was down roughly 19.5% as of Friday&#39;s close.</p><p>On Thursday, Federal Reserve Board of Governors member Christopher Waller said he would be open to backing an increase of one full percentage point if upcoming economic releases point to strong consumer spending but maintained his support for a 0.75% rate.</p><p>The comments came on the heels of a similar signal made by Atlanta Fed President Raphael Bostic Wednesday, told reporters in St. Petersburg, Florida that “everything is in play” when asked about the possibility of a full percentage point hike.</p><p>Data on retail sales and inflation expectations out Friday, however, appeared to temper some investor belief that a 1% rate increase will be coming later this month. According to data from the CME Group, markets are now pricing in a 29% chance of a 100 basis point move this month; on Thursday morning, this figure stood north of 80%.</p><p>—</p><h2><b>Economic calendar</b></h2><h2></h2><p><b>Monday:</b> <b><i>NAHB Housing Market Index</i></b>, July (66 expected, 67 during prior month), <b><i>Net Long-Term TIC Outflows</i></b>, May ($87.7 billion during prior month), <b><i>Total Net TIC Outflows</i></b>, May (1.3 billion during prior month)</p><p><b>Tuesday:</b> <b><i>Housing starts</i></b>, June (1.590 million expected, 1.549 million during prior month), <b><i>Building permits</i></b>, June (1.673 million expected, 1.695 million during prior month), <b><i>Housing starts</i></b>, month-over-month, June (2.7% expected, -14.4% during prior month), <b><i>Building permits</i></b>, month-over-month, April (-1.3% expected, -7.0% during prior month)</p><p><b>Wednesday:</b> <b><i>MBA Mortgage Applications</i></b>, week ended July 15 (-1.7% during prior week), <b><i>Existing Home Sales</i></b>, June (5.40 million expected, 5.41 million during prior month), <b><i>Existing Home Sales</i></b>, month-over-month, June (-0.2% expected, -3.4% during prior month)</p><p><b>Thursday:</b> <b><i>Philadelphia Fed Business Outlook Index</i></b>, July (-1.0 expected, -3.3 during prior month), <b><i>Initial jobless claims</i></b>, week ended July 16 (240,000 expected, 244,000 during prior week), <b><i>Continuing claims</i></b>, week ended July 9 (1.345 million expected, 1.331 during prior week), <b><i>Leading Index</i></b>, June (-0.5% expected, -0.4% in during prior month)</p><p><b>Friday: </b><b><i>S&amp;P Global U.S. Manufacturing PMI</i></b>, July preliminary (51.8 expected, 52.7 during prior month), <b><i>S&amp;P Global U.S. Global Services PMI</i></b>, July preliminary (52.4 expected, 52.7 during prior month), <b><i>S&amp;P Global U.S. Composite PMI,</i></b> July preliminary (52.3 during prior month)</p><p>—</p><h2>Earnings calendar</h2><p><img src=\"https://community-static.tradeup.com/news/8c9e131abc6828c39999a90853cc1ce4\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Monday:</b></p><p>Before market open: <b>Bank of America</b> (BAC), <b>Goldman Sachs</b> (GS), <b>Charles Schwab</b> (SCHW), <b><a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></b> (SYF), <b>Prologis</b> (PLD)</p><p>After market close: <b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b> (IBM)</p><p><b>Tuesday:</b></p><p>Before market open: <b>Johnson &amp; Johnson</b> (JNJ), <b>Truist Financial</b> (TFC), <b>Interactive Brokers</b> (IBKR), <b>J.B. Hunt Transport</b> (JBHT), <b><a href=\"https://laohu8.com/S/CALM\">Cal-Maine Foods</a></b> (CALM), <b><a href=\"https://laohu8.com/S/GOM\">Ally Financial</a></b> (ALLY), <b>Lockheed Martin</b> (LMT), <b>Hasbro</b> (HAS), <b>Halliburton</b> (HAL)</p><p>After market close: <b>Netflix</b> (NFLX)</p><p><b>Wednesday:</b></p><p>Before market open: <b>Biogen</b> (BIIB), <b>Baker Hughes</b> (BKR), <b>Comerica</b> (CMA), <b>Nasdaq</b> (NDAQ), <b>Abbott Laboratories</b> (ABT), <b>Northern Trust</b> (NTRS)</p><p>After market close: <b>Tesla</b> (TSLA), <b>United Airlines</b> (UAL), <b>Knight-Swift Transportation</b> (KNX), <b><a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a></b> (STLD), <b>Discover Financial</b> (DFS), <b>Equifax</b> (EFX), <b><a href=\"https://laohu8.com/S/ELV\">Elevance Health</a></b> (ELV), <b>Alcoa</b> (AA), <b>FNB</b> (FNB)</p><p><b>Thursday:</b></p><p>Before market open: <b>AT&amp;T</b> (T), <b>Travelers </b>(TRV),<b> D.R. Horton</b> (DHI), <b>Blackstone</b> (BX), <b>Union Pacific </b>(UNP), <b>American Airlines </b>(AAL), <b>Dow</b> (DOW), <b>Nokia</b> (NOK), <b>Danaher</b> (DHR), <b><a href=\"https://laohu8.com/S/FITBO\">Fifth Third Bancorp</a> </b>(FITB), <b>Tractor Supply</b> (TSCO), <b>Marsh McLennan</b> (MMC), <b>Interpublic</b> (IPG)</p><p>After market close: <b>Snap</b> (SNAP), <b>Mattel</b> (MAT), <b>PPG Industries</b> (PPG),<b> Domino’s </b>(DPZ), <b>Tenet Healthcare</b> (THC), <b>Boston Beer </b>(SAM),</p><p><b>Friday:</b></p><p>Before market open: <b>Twitter</b> (TWTR), <b>American Express</b> (AXP), <b>Verizon Communications </b>(VZ), <b>HCA Healthcare</b> (HCA), <b>Schlumberger</b> (SLB), <b>Regions Financial</b> (RF), <b>Cleveland-Cliffs</b> (CLF)</p><p>After market close: <i>No notable reports scheduled for release.</i></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>Earnings Season Including Tesla and Netflix Heats up Amid Renewed Recession Calls: What to Know This Week</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\">\nEarnings Season Including Tesla and Netflix Heats up Amid Renewed Recession Calls: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/what-to-know-this-week-july-17-2022-170058583.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results expected from companies including Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR).Investors ...</p>\n\n<a href=\"https://finance.yahoo.com/news/what-to-know-this-week-july-17-2022-170058583.html\">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","NFLX":"奈飞"},"source_url":"https://finance.yahoo.com/news/what-to-know-this-week-july-17-2022-170058583.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252759644","content_text":"The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results expected from companies including Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR).Investors reeling from Wednesday’s CPI data may be dealt another blow if corporate financials show meaningful profit slowdowns, with higher costs, rising interest rates, and a potential slowdown in consumer spending all themes to watch.S&P 500 companies are expected to grow earnings at an estimated annual pace of 4.0% in the second quarter, the slowest rate of growth since year-end 2020 if realized, according to research from FactSet.On June 30, the estimated earnings growth rate for Q2 2022 was 4.0%.FactSetThe estimated net profit margin for the quarter is 12.4%, a figure that would mark the second straight quarter in which the net profit margin for the index has declined year-over-year. Despite persistent headwinds, however, analysts project net profit margins for the S&P 500 will be higher for the rest of the year.“Investors will be looking for clarity during this earnings season on how companies are navigating rising costs and wages,” Treasury Partners chief investment officer Richard Saperstein said in a note, adding current earnings per share estimates are “overoptimistic given the deteriorating macroeconomic backdrop.”U.S. stocks rallied Friday but failed to recover from a turbulent week wrought by June's shock inflation report. All three major benchmarks finished lower for the week.On the earnings front this coming week, big tech results will begin rolling in, starting with Netflix results coming after the market close on Tuesday.The streaming giant expects to report a loss of 2 million subscribers in the second quarter, a key metric for investors.Shares have nosedived 70% year-to-date amid a broader rout in growth stocks.Tesla earnings will also be in focus after the close on Wednesday.Despite a COVID-related shutdown of its factory in China during the quarter, shipments from its Shanghai plant rebounded last month to hit a record. However, last month, CEO Elon Musk warned of a \"super bad feeling\" about the economy and said the company is set to trim about 10% of jobs and \"pause all hiring worldwide\" as fears of a recession grow.Tesla’s results also come as Musk prepares to battle Twitter in court after pulling out of a deal to purchase the social media platform. Twitter is scheduled to report quarterly results before the bell on Friday.Other notable names set to unveil their results include Bank of America (BAC) and Goldman Sachs (GS) wrapping up bank earnings on Monday, Johnson & Johnson (JNJ), United Airlines (UAL), AT&T (T), and Snap (SNAP).Economic worries continueLast week, inflation data showed consumer prices accelerated 9.1% year-over-year in June, the fastest annual pace since November 1981.On Wall Street, the figure spurred a wave of speculation that Federal Reserve officials may raise interest rates 100 basis points when they meet later this month. The move would mark the largest interest rate increase in three decades.Analysts at Barclays led by Ajay Rajadhyaksha considered talks of a full percentage hike an “overreaction” in note to clients Wednesday.“We also believe that if the Fed genuinely wants to hike 100bp in July, they would need to signal it to markets before the black-out period starts on July 16,” Barclays said. “Yes, they broke forward guidance at the June meeting by going 75bp despite ruling that out earlier, but the CPI report that month came well into the blackout period, and they felt like they needed to seize control of the inflation narrative.”If the Federal Reserve places too much emphasis on June's CPI reading, the Federal Reserve \"risks creating a sense of panic,\" Andy Sparks, head of portfolio management research at MSCI said in a note.\"It also runs the risk of overshooting and pushing an economy that had been showing signs of weakness into a full scale recession.\"Economists at Bank of America said last week they now expect a \"mild recession\" this year. The firm's equity strategists also updated their S&P 500 target to imply the index will fall 25% from its record high reached on Jan. 3, noting that the average drop in the stock market seen during recessions is 31%.The benchmark was down roughly 19.5% as of Friday's close.On Thursday, Federal Reserve Board of Governors member Christopher Waller said he would be open to backing an increase of one full percentage point if upcoming economic releases point to strong consumer spending but maintained his support for a 0.75% rate.The comments came on the heels of a similar signal made by Atlanta Fed President Raphael Bostic Wednesday, told reporters in St. Petersburg, Florida that “everything is in play” when asked about the possibility of a full percentage point hike.Data on retail sales and inflation expectations out Friday, however, appeared to temper some investor belief that a 1% rate increase will be coming later this month. According to data from the CME Group, markets are now pricing in a 29% chance of a 100 basis point move this month; on Thursday morning, this figure stood north of 80%.—Economic calendarMonday: NAHB Housing Market Index, July (66 expected, 67 during prior month), Net Long-Term TIC Outflows, May ($87.7 billion during prior month), Total Net TIC Outflows, May (1.3 billion during prior month)Tuesday: Housing starts, June (1.590 million expected, 1.549 million during prior month), Building permits, June (1.673 million expected, 1.695 million during prior month), Housing starts, month-over-month, June (2.7% expected, -14.4% during prior month), Building permits, month-over-month, April (-1.3% expected, -7.0% during prior month)Wednesday: MBA Mortgage Applications, week ended July 15 (-1.7% during prior week), Existing Home Sales, June (5.40 million expected, 5.41 million during prior month), Existing Home Sales, month-over-month, June (-0.2% expected, -3.4% during prior month)Thursday: Philadelphia Fed Business Outlook Index, July (-1.0 expected, -3.3 during prior month), Initial jobless claims, week ended July 16 (240,000 expected, 244,000 during prior week), Continuing claims, week ended July 9 (1.345 million expected, 1.331 during prior week), Leading Index, June (-0.5% expected, -0.4% in during prior month)Friday: S&P Global U.S. Manufacturing PMI, July preliminary (51.8 expected, 52.7 during prior month), S&P Global U.S. Global Services PMI, July preliminary (52.4 expected, 52.7 during prior month), S&P Global U.S. Composite PMI, July preliminary (52.3 during prior month)—Earnings calendarMonday:Before market open: Bank of America (BAC), Goldman Sachs (GS), Charles Schwab (SCHW), Synchrony Financial (SYF), Prologis (PLD)After market close: IBM (IBM)Tuesday:Before market open: Johnson & Johnson (JNJ), Truist Financial (TFC), Interactive Brokers (IBKR), J.B. Hunt Transport (JBHT), Cal-Maine Foods (CALM), Ally Financial (ALLY), Lockheed Martin (LMT), Hasbro (HAS), Halliburton (HAL)After market close: Netflix (NFLX)Wednesday:Before market open: Biogen (BIIB), Baker Hughes (BKR), Comerica (CMA), Nasdaq (NDAQ), Abbott Laboratories (ABT), Northern Trust (NTRS)After market close: Tesla (TSLA), United Airlines (UAL), Knight-Swift Transportation (KNX), Steel Dynamics (STLD), Discover Financial (DFS), Equifax (EFX), Elevance Health (ELV), Alcoa (AA), FNB (FNB)Thursday:Before market open: AT&T (T), Travelers (TRV), D.R. Horton (DHI), Blackstone (BX), Union Pacific (UNP), American Airlines (AAL), Dow (DOW), Nokia (NOK), Danaher (DHR), Fifth Third Bancorp (FITB), Tractor Supply (TSCO), Marsh McLennan (MMC), Interpublic (IPG)After market close: Snap (SNAP), Mattel (MAT), PPG Industries (PPG), Domino’s (DPZ), Tenet Healthcare (THC), Boston Beer (SAM),Friday:Before market open: Twitter (TWTR), American Express (AXP), Verizon Communications (VZ), HCA Healthcare (HCA), Schlumberger (SLB), Regions Financial (RF), Cleveland-Cliffs (CLF)After market close: No notable reports scheduled for release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054550886,"gmtCreate":1655419454645,"gmtModify":1676535632813,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054550886","repostId":"1149439450","repostType":4,"repost":{"id":"1149439450","kind":"news","pubTimestamp":1655366402,"share":"https://ttm.financial/m/news/1149439450?lang=&edition=fundamental","pubTime":"2022-06-16 16:00","market":"us","language":"en","title":"Tesla Stock: Long-Term Hypothesis Boosted by Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=1149439450","media":"TipRanks","summary":"Story HighlightsTesla’s share price has taken a tumble amid inflationary pressures, causing the comp","content":"<div>\n<p>Story HighlightsTesla’s share price has taken a tumble amid inflationary pressures, causing the company to look to downsize its workforce. However, these troubles are transitory, and its stock split ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tsla-stock-the-long-term-case-is-solidified-after-the-stock-split/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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: Long-Term Hypothesis Boosted by Stock Split</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: Long-Term Hypothesis Boosted by Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tsla-stock-the-long-term-case-is-solidified-after-the-stock-split/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsTesla’s share price has taken a tumble amid inflationary pressures, causing the company to look to downsize its workforce. However, these troubles are transitory, and its stock split ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tsla-stock-the-long-term-case-is-solidified-after-the-stock-split/\">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.tipranks.com/news/article/tsla-stock-the-long-term-case-is-solidified-after-the-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149439450","content_text":"Story HighlightsTesla’s share price has taken a tumble amid inflationary pressures, causing the company to look to downsize its workforce. However, these troubles are transitory, and its stock split significantly adds to its attractiveness.Tesla (TSLA) is the world’s biggest automaker by market cap, but where does it stand today? Tesla’s shares shed around 9% on Friday after Musk shared his concerns regarding the economic meltdown with employees. TSLA stock took another hit on Monday and dropped by 4.8%. These shocks, though, will have little impact on Tesla’s long-term growth story.Growth stocks such as TSLA continue to struggle due to the continual increase in inflation rates. High inflation has resulted in the highest interest rates in years, leading to a healthy increase in the cost of car loans.The Oracle Of Omaha, Warren Buffet, has repeatedly mentioned that “interest rates act as a gravity to asset prices,” which happens to be the cause of the TSLA’s suffering.Nevertheless, Tesla has been one of the largest automotive companies. It consistently reported market-beating results and has been the pick of the EV stocks. Over the past five years, its revenues have grown over 53.44% with a healthy increase in earnings. Results of late have also been stellar, with year-over-year improvement in sales at over 73%. Moreover, its free cash flow margin has also improved by triple-digits.However, is inflation the only reason TSLA has declined? Or is there more to the downside of the stock than just the high inflation and higher interest rates? Let’s take a look.On TipRanks, TSLA scores a 2 out of 10 on the Smart Score spectrum. This indicates a high potential for the stock to underperform the broader market.Employee Layoffs – Bad News for TeslaNews website, Electrek, acquired a leaked email that Musk shared with company employees. The email showed that Tesla had a “tough quarter” and that the company planned to downsize the workforce by 10%.The email also mentioned that the company planned to “pause hiring worldwide,” which entails that Tesla will significantly reduce the thousands of open positions it was advertising when the email was dispatched.In contrast, it is interesting to note that Tesla isn’t new to layoffs. The company reduced the workforce by 7% in 2019 and managed to sustain incredible growth. Given how Tesla dealt with layoffs earlier, there’s a probability that the company might benefit from the downsizing.Along with this, China’s decision to extend the lockdown has created supply chain issues for Tesla, and Musk is evidently ringing the panic button on the U.S. economy. However, the company is of the belief that China will ease lockdowns that will rectify the demand-supply imbalance.A Brighter FutureRecently, Tesla submitted an annual proxy statement and released its proposal for a 3 for 1 stock split. The stock split is intended to allow for employees to more easily scoop up company shares. In addition, Tesla believes that this decision will reset the common stock price and make it more accessible to individual tradersMany companies use stock splits when stock prices are exorbitant, such as the case with Tesla. TSLA stock had been trading at a nosebleed valuation which had made it almost uninvestable. The recent market downturn has reduced the frothiness of the EV market, and the stock split will further reduce the stock price to more attractive levels.Furthermore, Musk plans on utilizing Tesla shares to acquire Twitter and reduce his stake in the company to augment financing. The stock split will have little to no impact on Tesla’s fundamentals, but it will allow investors to buy the stock by stabilizing the share price.Wall Street’s TakeTurning to Wall Street, TSLA stock maintains a Moderate Buy rating. Out of 30 total analyst ratings; 16 Buys, eight Holds, and six Sell ratings were assigned over the past three months.The average TSLA price target is $917.10, implying 38.39% upside potential. Analyst price targets range from a low of $67 per share to a high of $1,580 per share.Bottom Line – Is Tesla a Buy?Tesla is expected to grow sales and experience rapid growth in the next 12 months. In the first quarter of 2022, Tesla enjoyed an earnings per share of $3.22, with sales rising by 81%. Moreover, with the substantial reduction in its stock price, it offers an attractive risk/reward.Aside from the supply chain issues and Musk’s rocky Twitter acquisition saga, the volatility in the U.S. economy has affected TSLA. Moreover, its lofty price multiples haven’t helped either. Nevertheless, the EV titan’s long-term bull case remains intact.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925782292,"gmtCreate":1672109450317,"gmtModify":1676538635593,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925782292","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966074912,"gmtCreate":1669363899237,"gmtModify":1676538189181,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"lie","listText":"lie","text":"lie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966074912","repostId":"2285851381","repostType":4,"repost":{"id":"2285851381","kind":"highlight","pubTimestamp":1669363247,"share":"https://ttm.financial/m/news/2285851381?lang=&edition=fundamental","pubTime":"2022-11-25 16:00","market":"us","language":"en","title":"These 2 High-Growth Stocks Might Never Be This Cheap Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2285851381","media":"Motley Fool","summary":"This year's market sell-off has been cruel to growth stocks like Airbnb and Roku.","content":"<html><head></head><body><p>If you&#39;re an industry disruptor, 2022 has probably been a bad year for you.</p><p>Take <b>Airbnb</b> and <b>Roku</b>. Both companies are disrupting massive industries -- hotels and television, respectively. Their two stocks were soaring as we came into 2022, but since then, they&#39;ve gotten crushed, underperforming the <b>S&amp;P 500</b> significantly year to date.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/027d1ba6365df02226a196fc51e4e607\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>ABNB data by YCharts</span></p><p>However, both of these companies continue to disrupt their respective industries, and both stocks have a lot of upside potential from their current prices. Here&#39;s why shares of these two growth stocks may never be this cheap again.</p><h2>1. Airbnb: Changing the way we travel</h2><p>Airbnb is different from most growth stocks in the market. First, it struggled in the early stages of the pandemic, but it has thrived in the economic reopening. Through the first three quarters of 2022, its revenue was up 46% year over year to $6.5 billion.</p><p>Another thing that differentiates Airbnb from its growth stock peers is that it&#39;s highly profitable. It laid off a quarter of its employees early in the pandemic, and profitability soared as the travel market rebounded. In the third quarter -- its peak season -- Airbnb&#39;s profit margin was 42%, and over the last four quarters, its profit margin was 20%. Those metrics should improve as the company grows.</p><p>So Airbnb is growing fast and is highly profitable, but its stock is also reasonably priced. Currently, Airbnb trades at a price-to-earnings ratio of just 41, only a bit more expensive than many slow-growth stocks in the consumer staples sector.</p><p>Investors seem to be pricing the stock as if they think the rebound in the travel market will quickly fizzle, and Airbnb&#39;s fourth-quarter guidance gave investors pause as it called for revenue growth of 17% to 23%. The stock sold off following the earnings report.</p><p>While the company&#39;s growth rate is likely to moderate from the 46% it has achieved so far this year, Airbnb looks well-positioned to gain market share in the travel industry as trends like remote work continue to drive a shift toward home-sharing. Airbnb is also better equipped to handle recessions than its hotel-operating rivals because its inventory can more rapidly adjust to changes in demand. For example, single-room listings jumped by 31% in the most recent quarter as people around the world look for ways to earn some extra money to help them cope with high inflation.</p><p>With its cheap valuation and long-term growth potential, Airbnb stock looks well-positioned to soar when market sentiment shifts.</p><h2>2. Roku: The streaming platform faces a growth slowdown</h2><p>In contrast to Airbnb, Roku stock skyrocketed during the earlier phases of the pandemic as demand for streaming video services surged. However, it began to slide in the summer of 2021, and 2022 brought something of a reckoning for the company.</p><p>Revenue growth slowed as the advertising demand pulled back, a trend across the industry that is hitting digital ad giants like <b>Alphabet </b>and <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> </b>as well. At the same time, Roku ramped up spending in sales and marketing, research and development, and other areas. As a result, after delivering solid profits in 2021, it posted wide losses this year.</p><p>However, like with Airbnb, the long-term story for Roku remains intact. It&#39;s the leading streaming platform in the U.S. thanks to its stand-alone devices and its partnerships with television manufacturers. In the third quarter, it was once again the No. 1-selling smart TV operating system in the U.S., and it&#39;s also making headway in international markets. It recently launched in Germany and Australia, and it&#39;s now the No. 2 smart TV operating system in Mexico.</p><p>Despite the advertising market headwinds, Roku&#39;s user base continues to grow. In the third quarter, active accounts rose by 16% year over year to 65.4 million, and hours streamed increased by 21% to 21.9 billion. Additionally, the amount of time people spent watching The Roku Channel nearly doubled year over year last quarter.</p><p>The connected TV market also seems to be at a tipping point as <b>Disney</b>+ and <b>Netflix </b>are both launching their own ad-based tiers. That should be a long-term earnings driver for Roku, as it typically takes 30% of the ad inventory from streaming services on its platform.</p><p>Based on 2021&#39;s earnings per share of $1.71, Roku trades at a price-to-earnings ratio of just 31. The company won&#39;t get back to that profitability level for a while, but it is more than capable of doing it over time, especially as it is arguably squandering resources on questionable pursuits like smart home devices and even The Roku Channel, which makes it a direct competitor with its streaming partners.</p><p>Roku has a powerful position in the fast-growing connected TV ad market, and that should pay off when advertising spending rebounds again in the next bull market. With Roku&#39;s market cap now at less than $8 billion, the stock looks like a steal.</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>These 2 High-Growth Stocks Might Never Be This Cheap Again</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\">\nThese 2 High-Growth Stocks Might Never Be This Cheap Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/24/2-high-growth-stocks-might-never-be-this-cheap/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're an industry disruptor, 2022 has probably been a bad year for you.Take Airbnb and Roku. Both companies are disrupting massive industries -- hotels and television, respectively. Their two ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/24/2-high-growth-stocks-might-never-be-this-cheap/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","ABNB":"爱彼迎"},"source_url":"https://www.fool.com/investing/2022/11/24/2-high-growth-stocks-might-never-be-this-cheap/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285851381","content_text":"If you're an industry disruptor, 2022 has probably been a bad year for you.Take Airbnb and Roku. Both companies are disrupting massive industries -- hotels and television, respectively. Their two stocks were soaring as we came into 2022, but since then, they've gotten crushed, underperforming the S&P 500 significantly year to date.ABNB data by YChartsHowever, both of these companies continue to disrupt their respective industries, and both stocks have a lot of upside potential from their current prices. Here's why shares of these two growth stocks may never be this cheap again.1. Airbnb: Changing the way we travelAirbnb is different from most growth stocks in the market. First, it struggled in the early stages of the pandemic, but it has thrived in the economic reopening. Through the first three quarters of 2022, its revenue was up 46% year over year to $6.5 billion.Another thing that differentiates Airbnb from its growth stock peers is that it's highly profitable. It laid off a quarter of its employees early in the pandemic, and profitability soared as the travel market rebounded. In the third quarter -- its peak season -- Airbnb's profit margin was 42%, and over the last four quarters, its profit margin was 20%. Those metrics should improve as the company grows.So Airbnb is growing fast and is highly profitable, but its stock is also reasonably priced. Currently, Airbnb trades at a price-to-earnings ratio of just 41, only a bit more expensive than many slow-growth stocks in the consumer staples sector.Investors seem to be pricing the stock as if they think the rebound in the travel market will quickly fizzle, and Airbnb's fourth-quarter guidance gave investors pause as it called for revenue growth of 17% to 23%. The stock sold off following the earnings report.While the company's growth rate is likely to moderate from the 46% it has achieved so far this year, Airbnb looks well-positioned to gain market share in the travel industry as trends like remote work continue to drive a shift toward home-sharing. Airbnb is also better equipped to handle recessions than its hotel-operating rivals because its inventory can more rapidly adjust to changes in demand. For example, single-room listings jumped by 31% in the most recent quarter as people around the world look for ways to earn some extra money to help them cope with high inflation.With its cheap valuation and long-term growth potential, Airbnb stock looks well-positioned to soar when market sentiment shifts.2. Roku: The streaming platform faces a growth slowdownIn contrast to Airbnb, Roku stock skyrocketed during the earlier phases of the pandemic as demand for streaming video services surged. However, it began to slide in the summer of 2021, and 2022 brought something of a reckoning for the company.Revenue growth slowed as the advertising demand pulled back, a trend across the industry that is hitting digital ad giants like Alphabet and Meta Platforms as well. At the same time, Roku ramped up spending in sales and marketing, research and development, and other areas. As a result, after delivering solid profits in 2021, it posted wide losses this year.However, like with Airbnb, the long-term story for Roku remains intact. It's the leading streaming platform in the U.S. thanks to its stand-alone devices and its partnerships with television manufacturers. In the third quarter, it was once again the No. 1-selling smart TV operating system in the U.S., and it's also making headway in international markets. It recently launched in Germany and Australia, and it's now the No. 2 smart TV operating system in Mexico.Despite the advertising market headwinds, Roku's user base continues to grow. In the third quarter, active accounts rose by 16% year over year to 65.4 million, and hours streamed increased by 21% to 21.9 billion. Additionally, the amount of time people spent watching The Roku Channel nearly doubled year over year last quarter.The connected TV market also seems to be at a tipping point as Disney+ and Netflix are both launching their own ad-based tiers. That should be a long-term earnings driver for Roku, as it typically takes 30% of the ad inventory from streaming services on its platform.Based on 2021's earnings per share of $1.71, Roku trades at a price-to-earnings ratio of just 31. The company won't get back to that profitability level for a while, but it is more than capable of doing it over time, especially as it is arguably squandering resources on questionable pursuits like smart home devices and even The Roku Channel, which makes it a direct competitor with its streaming partners.Roku has a powerful position in the fast-growing connected TV ad market, and that should pay off when advertising spending rebounds again in the next bull market. With Roku's market cap now at less than $8 billion, the stock looks like a steal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999367209,"gmtCreate":1660470860303,"gmtModify":1676533476721,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999367209","repostId":"2259268147","repostType":2,"repost":{"id":"2259268147","kind":"highlight","pubTimestamp":1660443357,"share":"https://ttm.financial/m/news/2259268147?lang=&edition=fundamental","pubTime":"2022-08-14 10:15","market":"us","language":"en","title":"How to Make 300% in the Stock Market Without Really Trying","url":"https://stock-news.laohu8.com/highlight/detail?id=2259268147","media":"InvestorPlace","summary":"In 2012, I made 300% returns in the stock market without really trying.It happened again in 2020…And","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/7cec91627f47c890c9b15078a688d4f9\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>In 2012, I made 300% returns in the stock market without really trying.</p><p>It happened again in 2020…</p><p>And then again in 2021…</p><p>My secret?</p><p><i><b>I bought companies in consolidating industries</b></i>.</p><p>For 2012, it was the airline industry. Ammunition in 2020. And coal in 2021.</p><p>In each of these cases, a “terrible” industry would see profits rise 5x… 10x… 20x… after bankruptcies, liquidations and mergers left the industry with few remaining players. It’s a wellspring of easy profits.</p><p>The strategy only works every several years; industry consolidation doesn’t happen all the time.</p><p>But when it does happen, investors can outperform the market. And today, one new industry is teasing 300% returns. Read on to find which one.</p><p>And if you enjoy this article, <b>click here to subscribe to Tom Yeung’s </b><b><i>Profit &amp; Protection</i></b><b> to get the latest updates in your inbox</b>.</p><h2>Exploiting Inefficient Markets</h2><p>The reason for airline outperformance was simple:</p><p>Markets are efficient vehicles for gathering consensus market views…</p><p><i><b>…but consensus views are sometimes slow to change, especially with consolidating industries</b></i>.</p><p>In the case of airlines, investors “knew” it was a terrible industry.</p><p>“For 100 years, airline transport has not been a good business,” Warren Buffett said in a 2013 interview on <i>CNBC</i>. “A seat on an airliner as a commodity to a great extent.”</p><p>But managers with billion-dollar funds often can’t see the changes that you and I do. The tight-fisted Mr. Buffett flies around in a private jet he once named “The Indefensible.” And how would an analyst sitting in Wall Street’s glass buildings (as I once did) know the price of a gallon of milk? Even I almost missed the rise of airline fares.</p><p>Yet, these Wall Street blind spots create enormous buying opportunities.</p><ul><li><b>Railways.</b> Companies like <b>Canadian Pacific Railway</b> (NYSE:<b><u>CP</u></b>) rose +600% between 2009-2014.</li><li><b>Ammunition.</b> Bullet-maker <b><a href=\"https://laohu8.com/S/VGL.AU\">Vista</a> Outdoors</b> (NYSE:<b><u>VSTO</u></b>) jumped +550% between 2020-2021.</li><li><b>Coal.</b> Near-bankrupt miner <b><a href=\"https://laohu8.com/S/BTU\">Peabody</a> Energy</b> (NYSE:<b><u>BTU</u></b>) skyrocketed +900% between 2021-2022</li></ul><p>In each of these instances, a “Main Street” industry would suddenly become a superstar winner because of one word:</p><p><i><b>Consolidation</b></i>.</p><p>In the case of airlines, mega-mergers between top players meant that the top 4 carriers controlled two-thirds of the industry by 2013. <b>Delta</b> (NYSE:<b><u>DAL</u></b>) would make up 80% of all flights from Atlanta’s Hartsfield-Jackson airport that year.</p><p>In rail, these same forces would turn a struggling industry into one of America’s most profitable sectors. Only seven Class I freight railroads exist today, down from 33 in 1980. And concentration in specific sectors is higher; two railroads now originate 65% of all U.S. grain.</p><p>These changes are apparent to anyone who works in the business. Try to buy ammunition at your local gun store, and you’ll have a choice between two manufacturers. Shells now easily cost over a dollar per round. And at the grocery store, our choice of meat and prepackaged bread is an illusion. 2-3 companies now own dozens of brands on store shelves.</p><p>Observant investors will notice these things in everyday life.</p><p>Meanwhile, outsiders on Wall Street are often slow in responding to these tectonic shifts, especially when they’re happening far away from the glass high-rise offices of <a href=\"https://laohu8.com/S/MHC.AU\">Manhattan</a> or Omaha.</p><h2>Beating the Street at Its Own Game</h2><p>There are three ingredients to these hidden gems:</p><ul><li><b>A “Hated” Industry.</b> A history of low returns, poor growth and high capital requirements will set the stage for cheap stock prices.</li><li><b>Consolidation.</b> Mergers, acquisitions and bankruptcies that give the remaining players pricing power.</li><li><b>Essential Goods.</b> Sectors that produce goods that are difficult or impossible to substitute.</li></ul><p>And today, one sector stands out as the next big winner:</p><p><i><b>Telecom</b></i>.</p><h2>From Four to Three</h2><p>Ask any Wall Street investor about telecom, and watch them respond with a mix of apathy and disgust. The <b><a href=\"https://laohu8.com/S/EMDI\">iShares</a> Global Communication Services ETF</b> (NYSEARCA:<b><u>IXP</u></b>) has risen just 7% since 2005, underperforming every other sector of the Global Industry Classification Standard (GICS).</p><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/683bb6c2aa728f75d0baebfe009399e0\" tg-width=\"580\" tg-height=\"372\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>There’s a good reason for the dismal performance. For years, America’s telecom firms have fought in a seven-way battle. The two top players <b>AT&amp;T</b> (NYSE:<b><u>T</u></b>) and <b>Verizon</b> (NYSE:<b><u>VZ</u></b>) competed against upstarts <b>Sprint</b> and <b>T-Mobile</b> (NASDAQ:<b><u>TMUS</u></b>), along with smaller players <b>Leap</b>, <b>MetroPCS</b> and <b>U.S. Cellular</b> (NYSE:<b><u>USM</u></b>).</p><p>It was a recipe for disaster. High capital expenditure, changing technologies and a massive country to cover meant that firms like Verizon could sink $20 billion per year since 2000 into capital investment and <i>still</i> see end-user prices stagnate.</p><p>Put another way, my $40-per-month cell phone bill had barely budged in the 20 years leading up to 2020</p><p><i><b>But that also gives telecom the perfect setup for 300% gains</b></i>.</p><p>Since 2011, the number of wireless providers has shrunk from seven to four. And with U.S. Cellular’s market share dropping to 1%, the wireless industry has become a three-way race.</p><p>Prices have already started creeping up. The cheapest plan from T-Mobile for a single line now costs $70 after taxes and fees, reversing years of price declines. According to the BLS, spending on cell phone services finally stopped falling in 2020.</p><p>“A stable competitive market never has more than three significant competitors,” BCG founder Bruce Henderson noted in 1976. The “rule of three” eventually makes it “neither practical nor advantageous for either competitor to increase or decrease share.”</p><p>In other words, telecom is no longer a race to the bottom.</p><h2>Which Telecom Stock Should You Buy?</h2><p>So, why do I say investors can make 300% with virtually no effort?</p><p>That’s because there’s no need for fancy 3-stage DCF models…</p><p>…Complicated intrinsic value calculations…</p><p>…Or reading the tea leaves of management guidance.</p><p>That’s because when industries consolidate, <b>all companies gain</b>.</p><p>For airlines in 2013, investors could have easily made the same high returns on <b>Southwest </b>(NYSE:<b><u>LUV</u></b>), <b>United</b> (NASDAQ:<b><u>UAL</u></b>) or <b>Hawaiian</b> (NASDAQ:<b><u>HA</u></b>).</p><p>Similarly, telecom’s three remaining players – AT&amp;T, Verizon and T-Mobile – all stand to profit. Even though Profit &amp; Protection has highlighted AT&amp;T for its cheapest starting price, the trio all provide the same essential wireless services, and all have begun flexing their oligopolistic pricing power.</p><p><i><b>Bottom line: buy AT&amp;T if you only pick one telecom, but all three should outperform over the next decade</b></i>.</p><h2>Some Patience Required… </h2><p>Consolidation plays are phenomenal for their high batting average and relative safety. AT&amp;T has a 6% dividend yield, one of the highest rates for a blue-chip stock.</p><p>The strategy, however, can take years to play out. Freight railroad <b>CSX</b> (NASDAQ:<b><u>CSX</u></b>) took over a decade to rise 10x.</p><p>That means high-frequency traders are better off buying high-beta momentum stocks listed in Tuesday’s newsletter. But if you are willing to wait for returns without really trying, then AT&amp;T and the telecom industry provides a stunningly attractive play.</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>How to Make 300% in the Stock Market Without Really Trying</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\">\nHow to Make 300% in the Stock Market Without Really Trying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-14 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/how-to-make-300-in-the-stock-market-without-really-trying/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 2012, I made 300% returns in the stock market without really trying.It happened again in 2020…And then again in 2021…My secret?I bought companies in consolidating industries.For 2012, it was the ...</p>\n\n<a href=\"https://investorplace.com/2022/08/how-to-make-300-in-the-stock-market-without-really-trying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QID":"纳指两倍做空ETF","BK4016":"铁路","BK4190":"消闲用品","BK4532":"文艺复兴科技持仓","LUV":"西南航空","BK4515":"5G概念","VSTO":"Vista Outdoor Inc","BK4520":"美国基建股","TQQQ":"纳指三倍做多ETF","BK4008":"航空公司","BK4534":"瑞士信贷持仓","HA":"夏威夷控股","TMUS":"T-Mobile US Inc","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","UAL":"联合大陆航空","DAL":"达美航空","T":"美国电话电报","BK4566":"资本集团","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","BK4132":"无线电信业务","CSX":"CSX运输","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","VZ":"威瑞森","BK4500":"航空公司",".IXIC":"NASDAQ Composite","BTU":"Peabody","BK4115":"综合电信业务","BK4156":"煤与消费用燃料","BK4561":"索罗斯持仓","SQQQ":"纳指三倍做空ETF","CP":"加拿大太平洋铁路","BK4549":"软银资本持仓","BK4581":"高盛持仓","USM":"美国无线电话","QQQ":"纳指100ETF"},"source_url":"https://investorplace.com/2022/08/how-to-make-300-in-the-stock-market-without-really-trying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259268147","content_text":"In 2012, I made 300% returns in the stock market without really trying.It happened again in 2020…And then again in 2021…My secret?I bought companies in consolidating industries.For 2012, it was the airline industry. Ammunition in 2020. And coal in 2021.In each of these cases, a “terrible” industry would see profits rise 5x… 10x… 20x… after bankruptcies, liquidations and mergers left the industry with few remaining players. It’s a wellspring of easy profits.The strategy only works every several years; industry consolidation doesn’t happen all the time.But when it does happen, investors can outperform the market. And today, one new industry is teasing 300% returns. Read on to find which one.And if you enjoy this article, click here to subscribe to Tom Yeung’s Profit & Protection to get the latest updates in your inbox.Exploiting Inefficient MarketsThe reason for airline outperformance was simple:Markets are efficient vehicles for gathering consensus market views……but consensus views are sometimes slow to change, especially with consolidating industries.In the case of airlines, investors “knew” it was a terrible industry.“For 100 years, airline transport has not been a good business,” Warren Buffett said in a 2013 interview on CNBC. “A seat on an airliner as a commodity to a great extent.”But managers with billion-dollar funds often can’t see the changes that you and I do. The tight-fisted Mr. Buffett flies around in a private jet he once named “The Indefensible.” And how would an analyst sitting in Wall Street’s glass buildings (as I once did) know the price of a gallon of milk? Even I almost missed the rise of airline fares.Yet, these Wall Street blind spots create enormous buying opportunities.Railways. Companies like Canadian Pacific Railway (NYSE:CP) rose +600% between 2009-2014.Ammunition. Bullet-maker Vista Outdoors (NYSE:VSTO) jumped +550% between 2020-2021.Coal. Near-bankrupt miner Peabody Energy (NYSE:BTU) skyrocketed +900% between 2021-2022In each of these instances, a “Main Street” industry would suddenly become a superstar winner because of one word:Consolidation.In the case of airlines, mega-mergers between top players meant that the top 4 carriers controlled two-thirds of the industry by 2013. Delta (NYSE:DAL) would make up 80% of all flights from Atlanta’s Hartsfield-Jackson airport that year.In rail, these same forces would turn a struggling industry into one of America’s most profitable sectors. Only seven Class I freight railroads exist today, down from 33 in 1980. And concentration in specific sectors is higher; two railroads now originate 65% of all U.S. grain.These changes are apparent to anyone who works in the business. Try to buy ammunition at your local gun store, and you’ll have a choice between two manufacturers. Shells now easily cost over a dollar per round. And at the grocery store, our choice of meat and prepackaged bread is an illusion. 2-3 companies now own dozens of brands on store shelves.Observant investors will notice these things in everyday life.Meanwhile, outsiders on Wall Street are often slow in responding to these tectonic shifts, especially when they’re happening far away from the glass high-rise offices of Manhattan or Omaha.Beating the Street at Its Own GameThere are three ingredients to these hidden gems:A “Hated” Industry. A history of low returns, poor growth and high capital requirements will set the stage for cheap stock prices.Consolidation. Mergers, acquisitions and bankruptcies that give the remaining players pricing power.Essential Goods. Sectors that produce goods that are difficult or impossible to substitute.And today, one sector stands out as the next big winner:Telecom.From Four to ThreeAsk any Wall Street investor about telecom, and watch them respond with a mix of apathy and disgust. The iShares Global Communication Services ETF (NYSEARCA:IXP) has risen just 7% since 2005, underperforming every other sector of the Global Industry Classification Standard (GICS).There’s a good reason for the dismal performance. For years, America’s telecom firms have fought in a seven-way battle. The two top players AT&T (NYSE:T) and Verizon (NYSE:VZ) competed against upstarts Sprint and T-Mobile (NASDAQ:TMUS), along with smaller players Leap, MetroPCS and U.S. Cellular (NYSE:USM).It was a recipe for disaster. High capital expenditure, changing technologies and a massive country to cover meant that firms like Verizon could sink $20 billion per year since 2000 into capital investment and still see end-user prices stagnate.Put another way, my $40-per-month cell phone bill had barely budged in the 20 years leading up to 2020But that also gives telecom the perfect setup for 300% gains.Since 2011, the number of wireless providers has shrunk from seven to four. And with U.S. Cellular’s market share dropping to 1%, the wireless industry has become a three-way race.Prices have already started creeping up. The cheapest plan from T-Mobile for a single line now costs $70 after taxes and fees, reversing years of price declines. According to the BLS, spending on cell phone services finally stopped falling in 2020.“A stable competitive market never has more than three significant competitors,” BCG founder Bruce Henderson noted in 1976. The “rule of three” eventually makes it “neither practical nor advantageous for either competitor to increase or decrease share.”In other words, telecom is no longer a race to the bottom.Which Telecom Stock Should You Buy?So, why do I say investors can make 300% with virtually no effort?That’s because there’s no need for fancy 3-stage DCF models……Complicated intrinsic value calculations……Or reading the tea leaves of management guidance.That’s because when industries consolidate, all companies gain.For airlines in 2013, investors could have easily made the same high returns on Southwest (NYSE:LUV), United (NASDAQ:UAL) or Hawaiian (NASDAQ:HA).Similarly, telecom’s three remaining players – AT&T, Verizon and T-Mobile – all stand to profit. Even though Profit & Protection has highlighted AT&T for its cheapest starting price, the trio all provide the same essential wireless services, and all have begun flexing their oligopolistic pricing power.Bottom line: buy AT&T if you only pick one telecom, but all three should outperform over the next decade.Some Patience Required… Consolidation plays are phenomenal for their high batting average and relative safety. AT&T has a 6% dividend yield, one of the highest rates for a blue-chip stock.The strategy, however, can take years to play out. Freight railroad CSX (NASDAQ:CSX) took over a decade to rise 10x.That means high-frequency traders are better off buying high-beta momentum stocks listed in Tuesday’s newsletter. But if you are willing to wait for returns without really trying, then AT&T and the telecom industry provides a stunningly attractive play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041102543,"gmtCreate":1656025761582,"gmtModify":1676535751137,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041102543","repostId":"2245721229","repostType":4,"repost":{"id":"2245721229","kind":"highlight","pubTimestamp":1655998105,"share":"https://ttm.financial/m/news/2245721229?lang=&edition=fundamental","pubTime":"2022-06-23 23:28","market":"us","language":"en","title":"2 Safe Stocks to Buy in This Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2245721229","media":"Motley Fool","summary":"They both pay dividends and have some great growth potential.","content":"<html><head></head><body><p>A bear market officially got underway this month as the <b>S&amp;P 500 </b>continued to fall in value. Down by 23% since January, the index has been under consistent pressure this year as multiple factors (inflation, interest rate increases, the war in Ukraine) have been making investors nervous about the future of the economy.</p><p>Although the near term looks challenging for many businesses, there are some great stocks to buy and hold for the long term. Both drugmaker <b>AstraZeneca </b>(AZN) and tech giant <b>Apple </b>(AAPL) are in good shape to weather the current conditions and generate strong results for investors from here on out.</p><h2>1. AstraZeneca</h2><p>AstraZeneca is a top oncology company, and that can make it a relatively resilient business to invest in today. Cancer care is ongoing and doesn&#39;t stop for a recession or inflation.</p><p>In its first-quarter results, for the period ending March 31, oncology sales rose 21% year over year to $3.6 billion. As good as that looks, there&#39;s more growth on the way. The company has a potential blockbuster cancer drug in Enhertu, which has been effective in treating breast cancer for patients with both high and low levels of HER2, a key protein. Analysts project the drug&#39;s peak revenue could top $6.6 billion.</p><p>The company&#39;s other major segments -- cardiovascular, renal, and metabolism -- generated $2.2 billion in sales and rose by 14% in Q1. With more than 180 projects in its pipeline spanning multiple therapeutic areas, there&#39;s no shortage of opportunities for the business to build on the strong results it is generating today.</p><p>In addition to its solid growth prospects, the stock also pays a dividend yield of 2.4%. That&#39;s higher than the S&amp;P 500 average of 1.4% and can help bolster your overall returns. Shares of the company are also trading at a reasonable 15 times future earnings, which is in line with the average healthcare stock in the <b>Health Care Select Sector SPDR Fund</b>.</p><p>AstraZeneca&#39;s modest valuation can lessen the risk of a steep decline in a bear market. And thus far, a sell-off hasn&#39;t been happening. With year-to-date gains of around 5%, the stock has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better investments to be holding this year.</p><h2>2. Apple</h2><p>Another solid growth stock to buy and hold is Apple. A favorite of Warren Buffett, the company was once referred to by the billionaire investor as &#34;probably the best business I know in the world.&#34;</p><p>It&#39;s a hard statement to argue with given that despite its high-priced products, which often retail for more than $1,000, the company continues to generate growth. That strong brand loyalty could make Apple one of the better-performing growth stocks to own, even during a recession. In the second quarter of fiscal 2022, Apple&#39;s revenue topped $97.3 billion for the period ended March 26 and rose 9% year over year.</p><p>Although its dividend yield is fairly modest at just 0.7%, the company rewards investors through its buybacks and the share appreciation they will likely profit from in the long term. Over the trailing 12 months, Apple has reported free cash flow of $105.8 billion. And of that total, it spent $85.8 billion on share repurchases plus $14.7 billion on dividend payments.</p><p>Shares of Apple are down 26% this year, but that&#39;s likely due to the broad correction that&#39;s happening in the markets right now as opposed to anything the business is doing wrong. Apple&#39;s cash-rich operations make it one of the safer tech stocks to own today, and buying it on the dip could be a great move for long-term investors.</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>2 Safe Stocks to Buy in This Bear Market</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\">\n2 Safe Stocks to Buy in This Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/22/2-safe-stocks-to-buy-in-this-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A bear market officially got underway this month as the S&P 500 continued to fall in value. Down by 23% since January, the index has been under consistent pressure this year as multiple factors (...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/22/2-safe-stocks-to-buy-in-this-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AZN":"阿斯利康"},"source_url":"https://www.fool.com/investing/2022/06/22/2-safe-stocks-to-buy-in-this-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245721229","content_text":"A bear market officially got underway this month as the S&P 500 continued to fall in value. Down by 23% since January, the index has been under consistent pressure this year as multiple factors (inflation, interest rate increases, the war in Ukraine) have been making investors nervous about the future of the economy.Although the near term looks challenging for many businesses, there are some great stocks to buy and hold for the long term. Both drugmaker AstraZeneca (AZN) and tech giant Apple (AAPL) are in good shape to weather the current conditions and generate strong results for investors from here on out.1. AstraZenecaAstraZeneca is a top oncology company, and that can make it a relatively resilient business to invest in today. Cancer care is ongoing and doesn't stop for a recession or inflation.In its first-quarter results, for the period ending March 31, oncology sales rose 21% year over year to $3.6 billion. As good as that looks, there's more growth on the way. The company has a potential blockbuster cancer drug in Enhertu, which has been effective in treating breast cancer for patients with both high and low levels of HER2, a key protein. Analysts project the drug's peak revenue could top $6.6 billion.The company's other major segments -- cardiovascular, renal, and metabolism -- generated $2.2 billion in sales and rose by 14% in Q1. With more than 180 projects in its pipeline spanning multiple therapeutic areas, there's no shortage of opportunities for the business to build on the strong results it is generating today.In addition to its solid growth prospects, the stock also pays a dividend yield of 2.4%. That's higher than the S&P 500 average of 1.4% and can help bolster your overall returns. Shares of the company are also trading at a reasonable 15 times future earnings, which is in line with the average healthcare stock in the Health Care Select Sector SPDR Fund.AstraZeneca's modest valuation can lessen the risk of a steep decline in a bear market. And thus far, a sell-off hasn't been happening. With year-to-date gains of around 5%, the stock has been one of the better investments to be holding this year.2. AppleAnother solid growth stock to buy and hold is Apple. A favorite of Warren Buffett, the company was once referred to by the billionaire investor as \"probably the best business I know in the world.\"It's a hard statement to argue with given that despite its high-priced products, which often retail for more than $1,000, the company continues to generate growth. That strong brand loyalty could make Apple one of the better-performing growth stocks to own, even during a recession. In the second quarter of fiscal 2022, Apple's revenue topped $97.3 billion for the period ended March 26 and rose 9% year over year.Although its dividend yield is fairly modest at just 0.7%, the company rewards investors through its buybacks and the share appreciation they will likely profit from in the long term. Over the trailing 12 months, Apple has reported free cash flow of $105.8 billion. And of that total, it spent $85.8 billion on share repurchases plus $14.7 billion on dividend payments.Shares of Apple are down 26% this year, but that's likely due to the broad correction that's happening in the markets right now as opposed to anything the business is doing wrong. Apple's cash-rich operations make it one of the safer tech stocks to own today, and buying it on the dip could be a great move for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055752273,"gmtCreate":1655317167192,"gmtModify":1676535611426,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055752273","repostId":"2243494679","repostType":4,"repost":{"id":"2243494679","kind":"highlight","pubTimestamp":1655306454,"share":"https://ttm.financial/m/news/2243494679?lang=&edition=fundamental","pubTime":"2022-06-15 23:20","market":"sg","language":"en","title":"NIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2243494679","media":"Seekingalpha","summary":"Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from ","content":"<html><head></head><body><h2><b>Investment Thesis</b></h2><p>It is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2&#39;22 onwards, given the massive impact of China&#39;s ongoing Zero Covid Policy in Shanghai. The company would need to go above and beyond the impossible to achieve its delivery guidance of at least 23K vehicles in FQ2&#39;22, given that Tesla (TSLA) had also struggled to reach pre-lockdown deliveries in May 2022. Given the complexity of auto supply chains, it is unlikely that NIO would be able to report an impressive YoY comparison in FQ2&#39;22, thus suggesting a stagnant stock valuation and prices moving forward, if not a retracement. As a result, we would advise interested investors to wait and observe a little longer before adding more NIO stock to their portfolios.</p><p>Risk-averse investors would be well advised of NIO&#39;s potential delisting from the NYSE stock market, though it is also apparent that a secondary listing in Singapore has been completed.</p><p>Nonetheless, despite the multiple uncertainties, we reiterate our stand since our previous analysis, that NIO remains a promising EV stock with an interesting battery swap concept. As <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the leading companies in China, the company stands to gain critical market share from Tesla in China, in the EU market, and potentially in the US market, upon its eventual entry in the future.</p><p>Therefore, NIO stock is highly suitable for speculative long-term investors, despite its current lack of profitability and the political uncertainty in China.</p><h2><b>NIO Reported Slowing Revenue Growth And Sustained Un-Profitability</b></h2><p><b>NIO Revenue and Gross Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ca5626d65bcd14ea9e68ba8f4282a46d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO reported revenues of $1.56B in FQ1&#39;22, representing a YoY increase of 27.8%, though in line sequentially. The deceleration in revenue growth is partly attributed to supply chain production capacity for now, though we expect to see improvements by H2&#39;22. However, it is also apparent that there is increasing pressure on its gross margins, given that the company reports YoY lower gross margin of 14.6% in FQ1&#39;22 compared to 19.5% in FQ1&#39;21. With rising battery and chip costs, we expect NIO&#39;s gross margins to continue declining in FQ2&#39;22 before potentially recovering once the price hikes kick in by FQ3&#39;22.</p><p>In FQ1&#39;22, NIO also delivered 25.7K vehicles for the quarter, representing in line sequentially and an exemplary increase of 37.6% YoY. NIO CEO William Bin Li said:</p><blockquote>Despite the volatilities of the supply chain and the challenges in vehicle delivery resulting from the recent COVID-19 resurgence, we witnessed robust demand for our complementary products and achieved an all-time high order inflow in May 2022. (Seeking Alpha)</blockquote><p><b>NIO Net Income and Net Income Margin</b></p><p></p><p><img src=\"https://static.tigerbbs.com/704aba7cd5e743697335b2ee75e16612\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO reported net incomes of -$287.8 and net income margins of -18.4% in FQ1&#39;22, thereby highlighting its lack of profitability since its incorporation in 2014. The company has also been increasing its operational costs exponentially with a total of $595.6M expenses by FQ1&#39;22, representing 38.1% of its revenues and an increase of 207.1% YoY. Nonetheless, given that NIO has kept its operating expenses relatively stable at an average of 33.6% in the past eight quarters, it is apparent that the management has been rather disciplined in cost control as well.</p><p><b>NIO R&amp;D and Selling General &amp; Admin Expenses</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0b76193ccef6cf51d6ce1cb26b52b84e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p><b>NIO Long-Term Debt, Cash/ Equivalent, and Share Dilution</b></p><p></p><p><img src=\"https://static.tigerbbs.com/beb728a98a6a79d4c7cf83ca56b7a370\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Due to its lack of profitability, it is evident that NIO will likely rely on a combination of long-term debt and share-based compensation (SBC) for its expanding operations. By FQ1&#39;22, the company had increased its reliance on debt by over 11-fold from $0.15B to $1.75B, while also diluting its shareholder by 55.5% since its IPO in September 2018. In FY2021 alone, NIO spent $158.5M in SBC, while drastically increasing the expenses to $74.6M by FQ1&#39;22, representing an increase of 390.2% YoY. Assuming a similar rate of SBC expenses, we may expect the company to report up to $300M for FY2022. That would be a concern for many early investors, given that the company is not expected to report net income profitability until FY2024.</p><h2>NIO Will Most Likely Fail To Deliver In FQ2&#39;22</h2><p><b>NIO Projected Revenue and Net Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/1e431100e75de1993cf165583a915cbb\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Over the next three years, NIO is projected to grow its revenue at a CAGR of 55.36% while also achieving profitability by FY2024 with a net income of $0.34B. For FY2022, consensus estimates that the company will report revenues of $9.15B with net incomes of -$0.88B, representing impressive YoY growth of 61% and 50%, respectively.</p><p>Nonetheless, given the ongoing Zero Covid Policy in China, there is a likelihood of a downwards re-rating for NIO&#39;s FY2022 revenue, given Shanghai&#39;s continuous lockdowns. The company itself had guided FQ2&#39;22 revenues in the range of $1.47B to $1.59B against consensus estimates of $1.79B, representing up to a 5.7% decline QoQ though a 12.2% growth YoY. We are also not convinced of NIO&#39;s delivery guidance of at least 23K vehicles for FQ2&#39;22, given that the company had only delivered 5.074K and 7.042K vehicles in April and May 2022 respectively, thereby requiring an ambitious delivery of 10.884K vehicles in June 2022. Though rather unlikely, we shall anticipate its delivery update by early July 2022.</p><p>In contrast, we may expect improvement by H2&#39;22 once NIO successfully expands its production capacity while also entering the auto market in Germany, The Netherlands, Sweden, and Denmark. Nonetheless, it is also important to note that these require an easing of China&#39;s Covid policy while a stabling of the global supply chain issues. We shall continue to monitor the situation.</p><p>In the meantime, we encourage you to read our previous article on NIO, which would help you better understand its position and market opportunities.</p><ul><li>NIO: Down 55% With Supercharged Growth - Time To Buy Now</li></ul><h2><b>So, Is NIO Stock A Buy, Sell, or Hold?</b></h2><h2><b> </b></h2><p><b>NIO 3Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b2d07698f9480734680a03d86b698970\" tg-width=\"640\" tg-height=\"225\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>NIO is currently trading at an EV/NTM Revenue of 2.58x and NTM P/E of -47.22x, lower than its 3Y mean of 7.12x and -83.60x, respectively. The stock is also trading at $18.14, down 67% from its 52 weeks high of $55.13, though at a 55.4% premium from its 52 weeks low of $11.67. It is apparent that the NIO stock has been on sideways price action since our last analysis in April 2022.</p><p><b>NIO 3Y Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ad1ad9132060d18429ffb22f39607a5a\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Given the macro issues and China&#39;s unrelenting Zero Covid Policy, we are of the opinion that pain will not be ending anytime soon. Therefore, NIO&#39;s delivery would likely continue to be impacted until then, further reducing any chances of stock recovery in the short term.</p><p>Though consensus estimates had rated NIO as an attractive buy with a price target of $38.33, we are of a more conservative opinion of a potential retracement by early July 2022, assuming that the company could not deliver on its FQ2&#39;23 vehicle target. As a result, we encourage investors to wait for a deeper retracement before adding to their portfolio.</p><p>Therefore, we <i>rate NIO stock as a Hold for now.</i></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>NIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022</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\">\nNIO Could Fail In FQ2 2022 - But The Patient May Be Rewarded By H2 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2'22 onwards, given the massive impact of China's ongoing Zero Covid Policy in Shanghai. The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4518234-nio-could-fail-q2-2022-but-patience-rewarded-h2-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243494679","content_text":"Investment ThesisIt is evident that NIO Inc. (NYSE:NIO) will face a challenging YoY comparison from FQ2'22 onwards, given the massive impact of China's ongoing Zero Covid Policy in Shanghai. The company would need to go above and beyond the impossible to achieve its delivery guidance of at least 23K vehicles in FQ2'22, given that Tesla (TSLA) had also struggled to reach pre-lockdown deliveries in May 2022. Given the complexity of auto supply chains, it is unlikely that NIO would be able to report an impressive YoY comparison in FQ2'22, thus suggesting a stagnant stock valuation and prices moving forward, if not a retracement. As a result, we would advise interested investors to wait and observe a little longer before adding more NIO stock to their portfolios.Risk-averse investors would be well advised of NIO's potential delisting from the NYSE stock market, though it is also apparent that a secondary listing in Singapore has been completed.Nonetheless, despite the multiple uncertainties, we reiterate our stand since our previous analysis, that NIO remains a promising EV stock with an interesting battery swap concept. As one of the leading companies in China, the company stands to gain critical market share from Tesla in China, in the EU market, and potentially in the US market, upon its eventual entry in the future.Therefore, NIO stock is highly suitable for speculative long-term investors, despite its current lack of profitability and the political uncertainty in China.NIO Reported Slowing Revenue Growth And Sustained Un-ProfitabilityNIO Revenue and Gross IncomeS&P Capital IQNIO reported revenues of $1.56B in FQ1'22, representing a YoY increase of 27.8%, though in line sequentially. The deceleration in revenue growth is partly attributed to supply chain production capacity for now, though we expect to see improvements by H2'22. However, it is also apparent that there is increasing pressure on its gross margins, given that the company reports YoY lower gross margin of 14.6% in FQ1'22 compared to 19.5% in FQ1'21. With rising battery and chip costs, we expect NIO's gross margins to continue declining in FQ2'22 before potentially recovering once the price hikes kick in by FQ3'22.In FQ1'22, NIO also delivered 25.7K vehicles for the quarter, representing in line sequentially and an exemplary increase of 37.6% YoY. NIO CEO William Bin Li said:Despite the volatilities of the supply chain and the challenges in vehicle delivery resulting from the recent COVID-19 resurgence, we witnessed robust demand for our complementary products and achieved an all-time high order inflow in May 2022. (Seeking Alpha)NIO Net Income and Net Income MarginS&P Capital IQNIO reported net incomes of -$287.8 and net income margins of -18.4% in FQ1'22, thereby highlighting its lack of profitability since its incorporation in 2014. The company has also been increasing its operational costs exponentially with a total of $595.6M expenses by FQ1'22, representing 38.1% of its revenues and an increase of 207.1% YoY. Nonetheless, given that NIO has kept its operating expenses relatively stable at an average of 33.6% in the past eight quarters, it is apparent that the management has been rather disciplined in cost control as well.NIO R&D and Selling General & Admin ExpensesS&P Capital IQNIO Long-Term Debt, Cash/ Equivalent, and Share DilutionS&P Capital IQDue to its lack of profitability, it is evident that NIO will likely rely on a combination of long-term debt and share-based compensation (SBC) for its expanding operations. By FQ1'22, the company had increased its reliance on debt by over 11-fold from $0.15B to $1.75B, while also diluting its shareholder by 55.5% since its IPO in September 2018. In FY2021 alone, NIO spent $158.5M in SBC, while drastically increasing the expenses to $74.6M by FQ1'22, representing an increase of 390.2% YoY. Assuming a similar rate of SBC expenses, we may expect the company to report up to $300M for FY2022. That would be a concern for many early investors, given that the company is not expected to report net income profitability until FY2024.NIO Will Most Likely Fail To Deliver In FQ2'22NIO Projected Revenue and Net IncomeS&P Capital IQOver the next three years, NIO is projected to grow its revenue at a CAGR of 55.36% while also achieving profitability by FY2024 with a net income of $0.34B. For FY2022, consensus estimates that the company will report revenues of $9.15B with net incomes of -$0.88B, representing impressive YoY growth of 61% and 50%, respectively.Nonetheless, given the ongoing Zero Covid Policy in China, there is a likelihood of a downwards re-rating for NIO's FY2022 revenue, given Shanghai's continuous lockdowns. The company itself had guided FQ2'22 revenues in the range of $1.47B to $1.59B against consensus estimates of $1.79B, representing up to a 5.7% decline QoQ though a 12.2% growth YoY. We are also not convinced of NIO's delivery guidance of at least 23K vehicles for FQ2'22, given that the company had only delivered 5.074K and 7.042K vehicles in April and May 2022 respectively, thereby requiring an ambitious delivery of 10.884K vehicles in June 2022. Though rather unlikely, we shall anticipate its delivery update by early July 2022.In contrast, we may expect improvement by H2'22 once NIO successfully expands its production capacity while also entering the auto market in Germany, The Netherlands, Sweden, and Denmark. Nonetheless, it is also important to note that these require an easing of China's Covid policy while a stabling of the global supply chain issues. We shall continue to monitor the situation.In the meantime, we encourage you to read our previous article on NIO, which would help you better understand its position and market opportunities.NIO: Down 55% With Supercharged Growth - Time To Buy NowSo, Is NIO Stock A Buy, Sell, or Hold? NIO 3Y EV/Revenue and P/E ValuationsS&P Capital IQNIO is currently trading at an EV/NTM Revenue of 2.58x and NTM P/E of -47.22x, lower than its 3Y mean of 7.12x and -83.60x, respectively. The stock is also trading at $18.14, down 67% from its 52 weeks high of $55.13, though at a 55.4% premium from its 52 weeks low of $11.67. It is apparent that the NIO stock has been on sideways price action since our last analysis in April 2022.NIO 3Y Stock PriceSeeking AlphaGiven the macro issues and China's unrelenting Zero Covid Policy, we are of the opinion that pain will not be ending anytime soon. Therefore, NIO's delivery would likely continue to be impacted until then, further reducing any chances of stock recovery in the short term.Though consensus estimates had rated NIO as an attractive buy with a price target of $38.33, we are of a more conservative opinion of a potential retracement by early July 2022, assuming that the company could not deliver on its FQ2'23 vehicle target. As a result, we encourage investors to wait for a deeper retracement before adding to their portfolio.Therefore, we rate NIO stock as a Hold for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188502478643344,"gmtCreate":1687046636347,"gmtModify":1687046639722,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"Very hard to play this game","listText":"Very hard to play this game","text":"Very hard to play this game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/188502478643344","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950859664,"gmtCreate":1672724780558,"gmtModify":1676538726212,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950859664","isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044511091,"gmtCreate":1656788027413,"gmtModify":1676535893439,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"Hmmm&nbsp;","listText":"Hmmm&nbsp;","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044511091","repostId":"2248897596","repostType":4,"repost":{"id":"2248897596","kind":"highlight","pubTimestamp":1656718142,"share":"https://ttm.financial/m/news/2248897596?lang=&edition=fundamental","pubTime":"2022-07-02 07:29","market":"us","language":"en","title":"3 Warren Buffett Stocks to Buy Hand Over Fist in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2248897596","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a proven moneymaking strategy.","content":"<html><head></head><body><p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate <b>Berkshire Hathaway</b> in 1965, the Oracle of Omaha, as he&#39;s come to be known, has created more than $610 billion in value for shareholders and delivered an aggregate return on his company&#39;s Class A shares (BRK.A) of 3,641,613%, through Dec. 31, 2021.</p><p>Even though Buffett isn&#39;t infallible, riding his coattails has been a proven recipe to outperform the benchmark <b>S&amp;P 500</b> for more than a half-century.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p><p>As we push into the second half of what&#39;s been an exceptionally volatile and challenging year for investors, several Berkshire Hathaway holdings stand out as amazing values. The following three Warren Buffett stocks can all be confidently bought hand over fist in July.</p><h2>Bank of America</h2><p>The first Buffett stock that&#39;s begging to be bought in July is money-center giant <b>Bank of America</b>.</p><p>Usually, bank stocks are an industry to avoid when the broader market is mired in a double-digit decline. However, this time is different. It&#39;s the first time ever that the U.S.&#39;s central bank has aggressively raised interest rates into a plunging stock market.</p><p>Under normal circumstances, we&#39;d expect the Federal Reserve to lower interest rates in order to spur lending and support the U.S. economy and stock market. Doing so lowers the net-interest-income-earning potential for bank stocks like BofA. But with the Fed increasing its fed funds target rate by 150 basis points in just the past three meetings, bank stocks are poised to benefit from a significant uptick in net-interest income.</p><p>Among big-bank stocks, none is more interest-sensitive than Bank of America. In April, when the company reported its first-quarter operating results, BofA noted it would generate an estimated $5.4 billion in added net-interest income with a 100-basis-point parallel shift in the interest rate yield curve. By 2022&#39;s end, we could see a 300-basis-point (or higher) jump in the fed funds rate.</p><p>Bank of America has also benefited from its consistent investments in technology and digitization. Over a three-year stretch, the number of active digital users has grown by 5 million to 42 million. More importantly, 53% of all first-quarter loan sales were completed online or via mobile app, which is up from 30% in the comparable quarter in 2019. Digital sales are considerably cheaper for the company than in-person or phone-based interactions. It&#39;s this digital push that&#39;s allowed BofA to consolidate some of its branches to lower its noninterest expenses.</p><p>If you need one more good reason to sink your teeth into Bank of America, take a closer look at its valuation. Whereas most companies are likely to endure a near-term earnings decline, BofA&#39;s earnings per share could grow by close to 20% in 2023. With shares trading close to book value and roughly eight times Wall Street&#39;s forecast earnings for the upcoming year, Bank of America just might be the best deal in Buffett&#39;s entire portfolio.</p><h2>Activision Blizzard</h2><p>A second Warren Buffett stock investors can confidently scoop up in July is gaming giant <b>Activision Blizzard</b>.</p><p>Like most tech stocks, Activision has a cloud of uncertainty following it. However, it has its own unique set of concerns beyond just historically high inflation, the rising prospect of a domestic recession, and rising interest rates closing off access to historically cheap capital. In Activision&#39;s case, it&#39;s faced multiple lawsuits covering allegations of discrimination and sexual harassment in the workplace.</p><p>To make matters worse, the company delayed the release of a number of key games expected to drive new users into its ecosystem. First-person shooter game <i>Overwatch 2</i> and action role-playing game <i>Diablo IV </i>had their respective release dates pushed back to the fourth quarter of 2022 and sometime in 2023.</p><p>However, these snafus have arguably rolled out the red carpet for opportunistic investors. For instance, the company&#39;s litigation should be resolved soon.</p><p>Activision ended March with 372 million monthly active users (MAUs). Although down from the year-ago period, MAUs tied to its King subsidiary, the home of <i>Candy Crush</i>, have held up particularly well. The upcoming releases of key games in the second half of 2022 and into 2023 should reignite MAU growth in the Activision segment.</p><p>Even more important is the fact that <b>Microsoft</b> has made a $68.7 billion all-cash offer to acquire Activision Blizzard at $95 a share. Aside from becoming even more influential in the gaming space with this deal, Microsoft plans to use Activision as a launching point to further its metaverse ambitions. The metaverse is the next iteration of the internet, which allows connected users to interact with each other and their surroundings in 3D virtual worlds.</p><p>Thus far, it doesn&#39;t appear that Activision and Microsoft have run into snags with U.S. regulators regarding the deal. This is noteworthy given that Activision Blizzard&#39;s stock ended last week below $78 a share. If Microsoft closes this deal in 2022, as anticipated, Activision shareholders could nab a quick 22% arbitrage opportunity. This is precisely why Warren Buffett&#39;s company purchased a roughly 9.5% stake in Activision.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfef5e9062efb34674bebd076d991a15\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>The Wuling Hong Guang Mini Cabrio EV. Image source: General Motors.</span></p><h2>General Motors</h2><p>A third and final Warren Buffett stock to buy hand over fist in July is automaker <b>General Motors</b>.</p><p>You could say that what can go wrong <i>has</i> gone wrong for the auto industry in 2022. Semiconductor chip shortages and COVID-19 lockdowns in select international markets, such as China, have disrupted supply chains. Historically high inflation on the materials used to make vehicles is eating into auto margins. Yet in spite of these headwinds, GM has the drive to make long-term investors richer.</p><p>After many years of waiting on the next big organic growth opportunity for auto stocks, it&#39;s finally arrived. The electrification of automobiles should result in consumers and businesses changing or upgrading vehicles for decades to come.</p><p>For its part, General Motors has spared no expense. The company anticipates spending an aggregate of $35 billion through 2025 on electric vehicles (EVs), autonomous vehicles, and batteries. It expects to have two fully dedicated battery plants up and running by the end of next year, with a goal of producing at least 1 million EVs annually in North America by 2025. In total, 30 new EVs are expected to be launched globally by the end of 2025.</p><p>Initial figures suggest there&#39;s a lot of interest in GM&#39;s EV products. When GM released its first-quarter operating results on April 26, CEO Mary Barra noted in her letter to shareholders that approximately 140,000 retail reservations for the Chevy Silverado EV had already been placed. The Silverado EV was only introduced by Barra in January 2022.</p><p>General Motors also has a real shot to become a key player in China&#39;s EV market. China is the largest auto market in the world. Aside from the fact that GM has an established presence in China -- it delivered 2.9 million vehicles in both 2020 and 2021 -- it and its joint venture partners already have the best-selling EV in the country, the Wuling Hong Guang Mini EV.</p><p>With an extensive growth opportunity on its doorstep, General Motors is an incredible deal at only five times Wall Street&#39;s forecast earnings for 2022 and 2023.</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>3 Warren Buffett Stocks to Buy Hand Over Fist in July</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\">\n3 Warren Buffett Stocks to Buy Hand Over Fist in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-02 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","BAC":"美国银行","ATVI":"动视暴雪"},"source_url":"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248897596","content_text":"Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has created more than $610 billion in value for shareholders and delivered an aggregate return on his company's Class A shares (BRK.A) of 3,641,613%, through Dec. 31, 2021.Even though Buffett isn't infallible, riding his coattails has been a proven recipe to outperform the benchmark S&P 500 for more than a half-century.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.As we push into the second half of what's been an exceptionally volatile and challenging year for investors, several Berkshire Hathaway holdings stand out as amazing values. The following three Warren Buffett stocks can all be confidently bought hand over fist in July.Bank of AmericaThe first Buffett stock that's begging to be bought in July is money-center giant Bank of America.Usually, bank stocks are an industry to avoid when the broader market is mired in a double-digit decline. However, this time is different. It's the first time ever that the U.S.'s central bank has aggressively raised interest rates into a plunging stock market.Under normal circumstances, we'd expect the Federal Reserve to lower interest rates in order to spur lending and support the U.S. economy and stock market. Doing so lowers the net-interest-income-earning potential for bank stocks like BofA. But with the Fed increasing its fed funds target rate by 150 basis points in just the past three meetings, bank stocks are poised to benefit from a significant uptick in net-interest income.Among big-bank stocks, none is more interest-sensitive than Bank of America. In April, when the company reported its first-quarter operating results, BofA noted it would generate an estimated $5.4 billion in added net-interest income with a 100-basis-point parallel shift in the interest rate yield curve. By 2022's end, we could see a 300-basis-point (or higher) jump in the fed funds rate.Bank of America has also benefited from its consistent investments in technology and digitization. Over a three-year stretch, the number of active digital users has grown by 5 million to 42 million. More importantly, 53% of all first-quarter loan sales were completed online or via mobile app, which is up from 30% in the comparable quarter in 2019. Digital sales are considerably cheaper for the company than in-person or phone-based interactions. It's this digital push that's allowed BofA to consolidate some of its branches to lower its noninterest expenses.If you need one more good reason to sink your teeth into Bank of America, take a closer look at its valuation. Whereas most companies are likely to endure a near-term earnings decline, BofA's earnings per share could grow by close to 20% in 2023. With shares trading close to book value and roughly eight times Wall Street's forecast earnings for the upcoming year, Bank of America just might be the best deal in Buffett's entire portfolio.Activision BlizzardA second Warren Buffett stock investors can confidently scoop up in July is gaming giant Activision Blizzard.Like most tech stocks, Activision has a cloud of uncertainty following it. However, it has its own unique set of concerns beyond just historically high inflation, the rising prospect of a domestic recession, and rising interest rates closing off access to historically cheap capital. In Activision's case, it's faced multiple lawsuits covering allegations of discrimination and sexual harassment in the workplace.To make matters worse, the company delayed the release of a number of key games expected to drive new users into its ecosystem. First-person shooter game Overwatch 2 and action role-playing game Diablo IV had their respective release dates pushed back to the fourth quarter of 2022 and sometime in 2023.However, these snafus have arguably rolled out the red carpet for opportunistic investors. For instance, the company's litigation should be resolved soon.Activision ended March with 372 million monthly active users (MAUs). Although down from the year-ago period, MAUs tied to its King subsidiary, the home of Candy Crush, have held up particularly well. The upcoming releases of key games in the second half of 2022 and into 2023 should reignite MAU growth in the Activision segment.Even more important is the fact that Microsoft has made a $68.7 billion all-cash offer to acquire Activision Blizzard at $95 a share. Aside from becoming even more influential in the gaming space with this deal, Microsoft plans to use Activision as a launching point to further its metaverse ambitions. The metaverse is the next iteration of the internet, which allows connected users to interact with each other and their surroundings in 3D virtual worlds.Thus far, it doesn't appear that Activision and Microsoft have run into snags with U.S. regulators regarding the deal. This is noteworthy given that Activision Blizzard's stock ended last week below $78 a share. If Microsoft closes this deal in 2022, as anticipated, Activision shareholders could nab a quick 22% arbitrage opportunity. This is precisely why Warren Buffett's company purchased a roughly 9.5% stake in Activision.The Wuling Hong Guang Mini Cabrio EV. Image source: General Motors.General MotorsA third and final Warren Buffett stock to buy hand over fist in July is automaker General Motors.You could say that what can go wrong has gone wrong for the auto industry in 2022. Semiconductor chip shortages and COVID-19 lockdowns in select international markets, such as China, have disrupted supply chains. Historically high inflation on the materials used to make vehicles is eating into auto margins. Yet in spite of these headwinds, GM has the drive to make long-term investors richer.After many years of waiting on the next big organic growth opportunity for auto stocks, it's finally arrived. The electrification of automobiles should result in consumers and businesses changing or upgrading vehicles for decades to come.For its part, General Motors has spared no expense. The company anticipates spending an aggregate of $35 billion through 2025 on electric vehicles (EVs), autonomous vehicles, and batteries. It expects to have two fully dedicated battery plants up and running by the end of next year, with a goal of producing at least 1 million EVs annually in North America by 2025. In total, 30 new EVs are expected to be launched globally by the end of 2025.Initial figures suggest there's a lot of interest in GM's EV products. When GM released its first-quarter operating results on April 26, CEO Mary Barra noted in her letter to shareholders that approximately 140,000 retail reservations for the Chevy Silverado EV had already been placed. The Silverado EV was only introduced by Barra in January 2022.General Motors also has a real shot to become a key player in China's EV market. China is the largest auto market in the world. Aside from the fact that GM has an established presence in China -- it delivered 2.9 million vehicles in both 2020 and 2021 -- it and its joint venture partners already have the best-selling EV in the country, the Wuling Hong Guang Mini EV.With an extensive growth opportunity on its doorstep, General Motors is an incredible deal at only five times Wall Street's forecast earnings for 2022 and 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958244299,"gmtCreate":1673757529212,"gmtModify":1676538882440,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"good。","listText":"good。","text":"good。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958244299","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925007159,"gmtCreate":1671858259771,"gmtModify":1676538604563,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"Merry Christmas","listText":"Merry Christmas","text":"Merry Christmas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925007159","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926058315,"gmtCreate":1671426845238,"gmtModify":1676538534641,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"Merry christmas!&nbsp;","listText":"Merry christmas!&nbsp;","text":"Merry christmas!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926058315","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962631625,"gmtCreate":1669767800467,"gmtModify":1676538238281,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"Good event","listText":"Good event","text":"Good event","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962631625","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191621853978632,"gmtCreate":1687791328705,"gmtModify":1687791332368,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"good event..keep it up..","listText":"good event..keep it up..","text":"good event..keep it up..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191621853978632","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942429141,"gmtCreate":1681282520284,"gmtModify":1681282524164,"author":{"id":"3560726759993043","authorId":"3560726759993043","name":"StockMing","avatar":"https://static.tigerbbs.com/f97173f53e2f4e6bef1ce6ea6d76b359","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560726759993043","authorIdStr":"3560726759993043"},"themes":[],"htmlText":"Have a nice day everyone..","listText":"Have a nice day everyone..","text":"Have a nice day everyone..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942429141","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}