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This 3.8%-Yielding Dividend Stock Has Lots of Growth Ahead

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Buy the pullback in chip stocks — and focus on these 6 companies for the long haul

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14:41","market":"us","language":"en","title":"This 3.8%-Yielding Dividend Stock Has Lots of Growth Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2207801369","media":"Motley Fool","summary":"The income-producing clean energy company continues to make progress on its growth plan.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NEP\"><b>NextEra Energy Partners</b> </a> continues to deliver high-powered dividend growth. The clean energy infrastructure company increased its dividend by 15% last year, boosting the yield to nearly 3.8%. That helped power 30% total returns last year, bringing its two-year total to more than 72%.</p><p>The company has plenty of fuel to continue growing, which was one of the key takeaways from its recent fourth-quarter report. Here's a look at those numbers and what's ahead for the clean energy company.</p><h2>Another strong year</h2><p>NextEra Energy Partners generated $1.36 billion of adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) last year along with $584 million in cash available for distribution (CAFD), up 7.7% and 2.5%, respectively. The main EBITDA driver was the impact of new projects added to the portfolio in the past year. Those new additions and lower corporate interest expenses helped power CAFD growth.</p><p>Those results don't reflect the full impact of the company's earnings potential due to the timing of when it closed acquisitions last year. Its year-end portfolio's adjusted EBITDA run rate was between $1.635 billion and $1.795 billion, 26.1% higher than its 2021 full-year tally at the midpoint. Meanwhile, the portfolio's CAFD run rate was $640 million to $775 million, 16.4% above its 2021 total at the midpoint.</p><p>Last year, NextEra Energy Partners acquired about 1.9 gigawatts (GW) of renewable energy and storage assets from its sponsor, utility <b>NextEra Energy</b> (NYSE:NEE). In addition, it purchased about 500 megawatts (MW) of wind energy projects in two transactions with third-party sellers. These deals helped drive last year's earnings and CAFD growth while setting the stage for continued growth in 2022.</p><h2>Adding more power to the dividend growth engine</h2><p>The clean energy company continued to secure additional growth during the fourth quarter. In November, it exercised its right to purchase 100% of the outstanding minority equity interests in a portfolio of wind and solar assets supporting its 2018 convertible equity portfolio financing (CEPF) with a private equity fund. It paid $885 million in cash-and-stock to acquire these interests.</p><p>The company also secured additional low-cost financing during the quarter. It closed a new 10-year, $820 million CEPF to help support the acquisition of a 50% interest in 2.52 GW of renewable energy projects and 115 MW of storage assets from NextEra.</p><p>These deals enhanced the company's 2022 growth outlook. It currently expects to end the year with an EBITDA run-rate between $1.775 billion and $1.975 billion and a CAFD run-rate of $675 million to $765 million. That implies growth at the midpoint of 9.3% for EBITDA and 5.9% for CAFD.</p><p>This forecast supports NextEra Energy Partners' view that it can grow its dividend by another 12% to 15% this year while maintaining a dividend payout ratio in the low-80% range. Meanwhile, it believes it can continue growing the dividend at the pace through at least 2024.</p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> factors support that longer-term dividend growth forecast. First, it has an abundance of acquisition opportunities. NextEra Energy alone has a vast portfolio of clean energy assets it can drop down to the partnership to help fund its extensive development pipeline. In addition, NextEra Energy Partners can purchase additional assets from third-party sellers. Meanwhile, the company continues to secure attractive financing to support its growth. Institutional investors like private equity funds continue to provide low-cost CEPF vehicles to close acquisitions. That enables the company to time the market to issue equity and retire this funding with less dilution to existing investors.</p><h2>A powerful dividend growth stock</h2><p>NextEra Energy Partners continues to offer investors the best of both worlds: income and growth. That makes it an excellent option for investors seeking a fast-rising passive income stream powered by clean energy.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>This 3.8%-Yielding Dividend Stock Has Lots of Growth Ahead</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\">\nThis 3.8%-Yielding Dividend Stock Has Lots of Growth Ahead\n</h2>\n<h4 class=\"meta\">\n\n\n2022-01-30 14:41 GMT+8   <a href=\"https://www.fool.com/investing/2022/01/29/this-38-yielding-dividend-stock-has-lots-of-growth/\"><strong>Motley Fool</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>NextEra Energy Partners  continues to deliver high-powered dividend growth. The clean energy infrastructure company increased its dividend by 15% last year, boosting the yield to nearly 3.8%. That ...</p>\n<a href=\"https://www.fool.com/investing/2022/01/29/this-38-yielding-dividend-stock-has-lots-of-growth/\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4081":"电力公用事业","BK4133":"新能源发电业者","NEE":"新纪元能源","BK4566":"资本集团","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/01/29/this-38-yielding-dividend-stock-has-lots-of-growth/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207801369","content_text":"NextEra Energy Partners  continues to deliver high-powered dividend growth. The clean energy infrastructure company increased its dividend by 15% last year, boosting the yield to nearly 3.8%. That helped power 30% total returns last year, bringing its two-year total to more than 72%.The company has plenty of fuel to continue growing, which was one of the key takeaways from its recent fourth-quarter report. Here's a look at those numbers and what's ahead for the clean energy company.Another strong yearNextEra Energy Partners generated $1.36 billion of adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) last year along with $584 million in cash available for distribution (CAFD), up 7.7% and 2.5%, respectively. The main EBITDA driver was the impact of new projects added to the portfolio in the past year. Those new additions and lower corporate interest expenses helped power CAFD growth.Those results don't reflect the full impact of the company's earnings potential due to the timing of when it closed acquisitions last year. Its year-end portfolio's adjusted EBITDA run rate was between $1.635 billion and $1.795 billion, 26.1% higher than its 2021 full-year tally at the midpoint. Meanwhile, the portfolio's CAFD run rate was $640 million to $775 million, 16.4% above its 2021 total at the midpoint.Last year, NextEra Energy Partners acquired about 1.9 gigawatts (GW) of renewable energy and storage assets from its sponsor, utility NextEra Energy (NYSE:NEE). In addition, it purchased about 500 megawatts (MW) of wind energy projects in two transactions with third-party sellers. These deals helped drive last year's earnings and CAFD growth while setting the stage for continued growth in 2022.Adding more power to the dividend growth engineThe clean energy company continued to secure additional growth during the fourth quarter. In November, it exercised its right to purchase 100% of the outstanding minority equity interests in a portfolio of wind and solar assets supporting its 2018 convertible equity portfolio financing (CEPF) with a private equity fund. It paid $885 million in cash-and-stock to acquire these interests.The company also secured additional low-cost financing during the quarter. It closed a new 10-year, $820 million CEPF to help support the acquisition of a 50% interest in 2.52 GW of renewable energy projects and 115 MW of storage assets from NextEra.These deals enhanced the company's 2022 growth outlook. It currently expects to end the year with an EBITDA run-rate between $1.775 billion and $1.975 billion and a CAFD run-rate of $675 million to $765 million. That implies growth at the midpoint of 9.3% for EBITDA and 5.9% for CAFD.This forecast supports NextEra Energy Partners' view that it can grow its dividend by another 12% to 15% this year while maintaining a dividend payout ratio in the low-80% range. Meanwhile, it believes it can continue growing the dividend at the pace through at least 2024.Two factors support that longer-term dividend growth forecast. First, it has an abundance of acquisition opportunities. NextEra Energy alone has a vast portfolio of clean energy assets it can drop down to the partnership to help fund its extensive development pipeline. In addition, NextEra Energy Partners can purchase additional assets from third-party sellers. Meanwhile, the company continues to secure attractive financing to support its growth. Institutional investors like private equity funds continue to provide low-cost CEPF vehicles to close acquisitions. That enables the company to time the market to issue equity and retire this funding with less dilution to existing investors.A powerful dividend growth stockNextEra Energy Partners continues to offer investors the best of both worlds: income and growth. That makes it an excellent option for investors seeking a fast-rising passive income stream powered by clean energy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008270832,"gmtCreate":1641473601459,"gmtModify":1676533618618,"author":{"id":"3585652590952373","authorId":"3585652590952373","name":"Peary","avatar":"https://static.tigerbbs.com/865943b7eb9493cb41e2ed51539403b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585652590952373","idStr":"3585652590952373"},"themes":[],"htmlText":"Firsttttt","listText":"Firsttttt","text":"Firsttttt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9008270832","repostId":"2201690122","repostType":4,"isVote":1,"tweetType":1,"viewCount":1548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832017196,"gmtCreate":1629539815115,"gmtModify":1676530068077,"author":{"id":"3585652590952373","authorId":"3585652590952373","name":"Peary","avatar":"https://static.tigerbbs.com/865943b7eb9493cb41e2ed51539403b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585652590952373","idStr":"3585652590952373"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832017196","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=full_marsco","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<html><body><p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img height=\"auto\" src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-height=\"466\" tg-width=\"700\" width=\"100%\"/><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8   <a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\"><strong>MarketWatch</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXX":"iShares费城交易所半导体ETF","GOOG":"谷歌","SSNLF":"三星电子","NVDA":"英伟达","ON":"安森美半导体","GOOGL":"谷歌A","TSM":"台积电","CDNS":"铿腾电子","AAPL":"苹果","ASML":"阿斯麦","QCOM":"高通","SNPS":"新思科技","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford 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14:41","market":"us","language":"en","title":"This 3.8%-Yielding Dividend Stock Has Lots of Growth Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2207801369","media":"Motley Fool","summary":"The income-producing clean energy company continues to make progress on its growth plan.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NEP\"><b>NextEra Energy Partners</b> </a> continues to deliver high-powered dividend growth. The clean energy infrastructure company increased its dividend by 15% last year, boosting the yield to nearly 3.8%. That helped power 30% total returns last year, bringing its two-year total to more than 72%.</p><p>The company has plenty of fuel to continue growing, which was one of the key takeaways from its recent fourth-quarter report. Here's a look at those numbers and what's ahead for the clean energy company.</p><h2>Another strong year</h2><p>NextEra Energy Partners generated $1.36 billion of adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) last year along with $584 million in cash available for distribution (CAFD), up 7.7% and 2.5%, respectively. The main EBITDA driver was the impact of new projects added to the portfolio in the past year. Those new additions and lower corporate interest expenses helped power CAFD growth.</p><p>Those results don't reflect the full impact of the company's earnings potential due to the timing of when it closed acquisitions last year. Its year-end portfolio's adjusted EBITDA run rate was between $1.635 billion and $1.795 billion, 26.1% higher than its 2021 full-year tally at the midpoint. Meanwhile, the portfolio's CAFD run rate was $640 million to $775 million, 16.4% above its 2021 total at the midpoint.</p><p>Last year, NextEra Energy Partners acquired about 1.9 gigawatts (GW) of renewable energy and storage assets from its sponsor, utility <b>NextEra Energy</b> (NYSE:NEE). In addition, it purchased about 500 megawatts (MW) of wind energy projects in two transactions with third-party sellers. These deals helped drive last year's earnings and CAFD growth while setting the stage for continued growth in 2022.</p><h2>Adding more power to the dividend growth engine</h2><p>The clean energy company continued to secure additional growth during the fourth quarter. In November, it exercised its right to purchase 100% of the outstanding minority equity interests in a portfolio of wind and solar assets supporting its 2018 convertible equity portfolio financing (CEPF) with a private equity fund. It paid $885 million in cash-and-stock to acquire these interests.</p><p>The company also secured additional low-cost financing during the quarter. It closed a new 10-year, $820 million CEPF to help support the acquisition of a 50% interest in 2.52 GW of renewable energy projects and 115 MW of storage assets from NextEra.</p><p>These deals enhanced the company's 2022 growth outlook. It currently expects to end the year with an EBITDA run-rate between $1.775 billion and $1.975 billion and a CAFD run-rate of $675 million to $765 million. That implies growth at the midpoint of 9.3% for EBITDA and 5.9% for CAFD.</p><p>This forecast supports NextEra Energy Partners' view that it can grow its dividend by another 12% to 15% this year while maintaining a dividend payout ratio in the low-80% range. Meanwhile, it believes it can continue growing the dividend at the pace through at least 2024.</p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> factors support that longer-term dividend growth forecast. First, it has an abundance of acquisition opportunities. NextEra Energy alone has a vast portfolio of clean energy assets it can drop down to the partnership to help fund its extensive development pipeline. In addition, NextEra Energy Partners can purchase additional assets from third-party sellers. Meanwhile, the company continues to secure attractive financing to support its growth. Institutional investors like private equity funds continue to provide low-cost CEPF vehicles to close acquisitions. That enables the company to time the market to issue equity and retire this funding with less dilution to existing investors.</p><h2>A powerful dividend growth stock</h2><p>NextEra Energy Partners continues to offer investors the best of both worlds: income and growth. That makes it an excellent option for investors seeking a fast-rising passive income stream powered by clean energy.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>This 3.8%-Yielding Dividend Stock Has Lots of Growth Ahead</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\">\nThis 3.8%-Yielding Dividend Stock Has Lots of Growth Ahead\n</h2>\n<h4 class=\"meta\">\n\n\n2022-01-30 14:41 GMT+8   <a href=\"https://www.fool.com/investing/2022/01/29/this-38-yielding-dividend-stock-has-lots-of-growth/\"><strong>Motley Fool</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>NextEra Energy Partners  continues to deliver high-powered dividend growth. The clean energy infrastructure company increased its dividend by 15% last year, boosting the yield to nearly 3.8%. That ...</p>\n<a href=\"https://www.fool.com/investing/2022/01/29/this-38-yielding-dividend-stock-has-lots-of-growth/\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4081":"电力公用事业","BK4133":"新能源发电业者","NEE":"新纪元能源","BK4566":"资本集团","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/01/29/this-38-yielding-dividend-stock-has-lots-of-growth/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207801369","content_text":"NextEra Energy Partners  continues to deliver high-powered dividend growth. The clean energy infrastructure company increased its dividend by 15% last year, boosting the yield to nearly 3.8%. That helped power 30% total returns last year, bringing its two-year total to more than 72%.The company has plenty of fuel to continue growing, which was one of the key takeaways from its recent fourth-quarter report. Here's a look at those numbers and what's ahead for the clean energy company.Another strong yearNextEra Energy Partners generated $1.36 billion of adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) last year along with $584 million in cash available for distribution (CAFD), up 7.7% and 2.5%, respectively. The main EBITDA driver was the impact of new projects added to the portfolio in the past year. Those new additions and lower corporate interest expenses helped power CAFD growth.Those results don't reflect the full impact of the company's earnings potential due to the timing of when it closed acquisitions last year. Its year-end portfolio's adjusted EBITDA run rate was between $1.635 billion and $1.795 billion, 26.1% higher than its 2021 full-year tally at the midpoint. Meanwhile, the portfolio's CAFD run rate was $640 million to $775 million, 16.4% above its 2021 total at the midpoint.Last year, NextEra Energy Partners acquired about 1.9 gigawatts (GW) of renewable energy and storage assets from its sponsor, utility NextEra Energy (NYSE:NEE). In addition, it purchased about 500 megawatts (MW) of wind energy projects in two transactions with third-party sellers. These deals helped drive last year's earnings and CAFD growth while setting the stage for continued growth in 2022.Adding more power to the dividend growth engineThe clean energy company continued to secure additional growth during the fourth quarter. In November, it exercised its right to purchase 100% of the outstanding minority equity interests in a portfolio of wind and solar assets supporting its 2018 convertible equity portfolio financing (CEPF) with a private equity fund. It paid $885 million in cash-and-stock to acquire these interests.The company also secured additional low-cost financing during the quarter. It closed a new 10-year, $820 million CEPF to help support the acquisition of a 50% interest in 2.52 GW of renewable energy projects and 115 MW of storage assets from NextEra.These deals enhanced the company's 2022 growth outlook. It currently expects to end the year with an EBITDA run-rate between $1.775 billion and $1.975 billion and a CAFD run-rate of $675 million to $765 million. That implies growth at the midpoint of 9.3% for EBITDA and 5.9% for CAFD.This forecast supports NextEra Energy Partners' view that it can grow its dividend by another 12% to 15% this year while maintaining a dividend payout ratio in the low-80% range. Meanwhile, it believes it can continue growing the dividend at the pace through at least 2024.Two factors support that longer-term dividend growth forecast. First, it has an abundance of acquisition opportunities. NextEra Energy alone has a vast portfolio of clean energy assets it can drop down to the partnership to help fund its extensive development pipeline. In addition, NextEra Energy Partners can purchase additional assets from third-party sellers. Meanwhile, the company continues to secure attractive financing to support its growth. Institutional investors like private equity funds continue to provide low-cost CEPF vehicles to close acquisitions. That enables the company to time the market to issue equity and retire this funding with less dilution to existing investors.A powerful dividend growth stockNextEra Energy Partners continues to offer investors the best of both worlds: income and growth. That makes it an excellent option for investors seeking a fast-rising passive income stream powered by clean energy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008270832,"gmtCreate":1641473601459,"gmtModify":1676533618618,"author":{"id":"3585652590952373","authorId":"3585652590952373","name":"Peary","avatar":"https://static.tigerbbs.com/865943b7eb9493cb41e2ed51539403b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585652590952373","authorIdStr":"3585652590952373"},"themes":[],"htmlText":"Firsttttt","listText":"Firsttttt","text":"Firsttttt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9008270832","repostId":"2201690122","repostType":4,"repost":{"id":"2201690122","kind":"highlight","pubTimestamp":1641473498,"share":"https://ttm.financial/m/news/2201690122?lang=&edition=full_marsco","pubTime":"2022-01-06 20:51","market":"us","language":"en","title":"3 Stocks Ready to Bounce Back","url":"https://stock-news.laohu8.com/highlight/detail?id=2201690122","media":"Motley Fool","summary":"These stocks have a bright 2022 ahead of them.","content":"<html><head></head><body><p>When it came to tech stocks in 2021, no matter how well they performed operationally, shares fell. Even if the company grew its top line in each quarter of the year, Wall Street decided that these tech companies were overvalued.</p><p>The key point for investors is that many of these stocks are trading way off their all-time highs, yet the business is stronger than ever. This provides an appealing buying opportunity for us. Three tech stocks, in particular, could see a strong 2022. With shares between 40% and 77% off their all-time high, today's prices could pose a good time to buy. Here's why I think <b>Twilio</b> (NYSE:TWLO), <b>fuboTV</b> (NYSE:FUBO), and <b>Lemonade</b> (NYSE:LMND) have the potential to bounce back in 2022.</p><h2>1. Twilio</h2><p>Shares of Twilio sank 22% in 2021, but the business is stronger than ever. Twilio helps businesses connect with their customers better by enabling them to securely message users. Over 150,000 developers use Twilio to connect with its customers for everything from resetting a password to messaging a delivery driver.</p><p>Twilio had a solid 2021, to say the least. The company grew its revenue sequentially the entire year, and from the first quarter to the third, Twilio's top line grew 25%. Twilio is known for making acquisitions, buying Zipwhip in 2021 and Segment in late 2020. These two acquisitions affected the company's revenue growth significantly, but even on an organic growth basis, the company still grew revenue every quarter in 2021.</p><p>Closing out 2021, the company is expecting $765 million in fourth-quarter revenue -- putting the full-year revenue at over $2.8 billion. This would represent almost 57% growth compared to 2020. The company's market will only grow larger over time as well: Digital communication between companies and consumers will likely never stop, and it is only going to become more prevalent in 2022 and beyond.</p><p>Twilio is at the heart of this industry, and at 16 times sales, this company is valued at levels not seen since the lockdowns of the COVID-19 pandemic.</p><h2>2. fuboTV</h2><p>A 22% drop for Twilio seems like peanuts compared to fuboTV's drop of 45% for the year. This drop doesn't seem to come from any major news, other than that its valuation was relatively high in early 2021 compared to most streaming stocks. fuboTV traded at 12 times sales in January, much higher than <b>Netflix</b> (NASDAQ:NFLX) -- which traded at roughly nine times sales during the same period. However, fuboTV now trades at four times sales, making it an appealing buy today.</p><p>Operationally, the company looks steady. In its most recent quarter, it grew its top line by 156% year over year to $157 million, driven by subscriber growth of 108% year over year to 945,000. Comparatively, fuboTV still has tremendous room to expand: comparatively, <b>Alphabet</b>'s (NASDAQ:GOOG)(NASDAQ:GOOGL) YouTubeTV has 4 million subscribers.</p><p>Not only does fuboTV have immense growth potential in its subscriber base, but its newly launched Sportsbook also provides opportunity. Fubo Sportsbook is now active in two U.S. states with the plan to expand nationally. The service offers sports betters an all-in-<a href=\"https://laohu8.com/S/AONE.U\">one</a> platform to watch and bet on sports seamlessly, and this can give fuboTV a major advantage.</p><p>This service will likely increase engagement on the platform, making fuboTV's advertising space magnitudes more valuable than it is today. This will likely increase ad revenue, which is already growing rapidly: it grew 147% year over year in Q3. Sportsbook could be a major growth driver for fuboTV, and with its already large potential in the live TV streaming space, I think fuboTV could bounce back as the company continues its quick growth.</p><h2>3. Lemonade</h2><p>If an investor is looking for stocks that got crushed in 2021, they should look no further: Shares of Lemonade are down 66% over the past year and down 77% off their all-time highs. This has been primarily because the company's key metric -- its net loss ratio -- was poor throughout the year.</p><p>The company has been growing like gangbusters, and to meet the demand of its users, it has been rapidly rolling out new insurance offerings like car insurance and pet insurance. As a result of the rapid roll-outs, its services are still young, which -- considering its coverage and claim decisions are based on artificial intelligence (AI) -- has resulted in subpar loss ratios for the company.</p><p>But, the future is looking brighter for the company. As its AI makes more decisions on claims, it will gather more data and information. This will then be put back into its system where it will learn about the effects of these decisions, and its AI will thus become more accurate as time goes on. In Q3, Lemonade already saw this playing out: Its pet insurance loss ratio fell by four percentage points sequentially, while its homeowners insurance loss ratio fell by 52 percentage points year over year.</p><p>The company has a long-term target of a 75% loss ratio, and in Q3 it posted 77%, so it is close to reaching its goal. With this much improvement, I think that investors oversold this company. Shares currently trade at a reasonable valuation of 23 times sales, and I believe that if it continues to make the improvements it saw in Q3, Lemonade could recover in 2022.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>3 Stocks Ready to Bounce Back</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 Stocks Ready to Bounce Back\n</h2>\n<h4 class=\"meta\">\n\n\n2022-01-06 20:51 GMT+8   <a href=\"https://www.fool.com/investing/2022/01/06/3-stocks-ready-to-bounce-back/\"><strong>Motley Fool</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>When it came to tech stocks in 2021, no matter how well they performed operationally, shares fell. Even if the company grew its top line in each quarter of the year, Wall Street decided that these ...</p>\n<a href=\"https://www.fool.com/investing/2022/01/06/3-stocks-ready-to-bounce-back/\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4549":"软银资本持仓","NFLX":"奈飞","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","TWLO":"Twilio Inc","BK4107":"财产与意外伤害保险","BK4528":"SaaS概念","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","FUBO":"fuboTV Inc.","BK4525":"远程办公概念","GOOGL":"谷歌A","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4543":"AI","BK4561":"索罗斯持仓","BK4077":"互动媒体与服务","BK4538":"云计算","BK4527":"明星科技股","BK4116":"互联网服务与基础架构","AI":"C3.ai, Inc.","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","GOOG":"谷歌","LMND":"Lemonade, Inc."},"source_url":"https://www.fool.com/investing/2022/01/06/3-stocks-ready-to-bounce-back/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201690122","content_text":"When it came to tech stocks in 2021, no matter how well they performed operationally, shares fell. Even if the company grew its top line in each quarter of the year, Wall Street decided that these tech companies were overvalued.The key point for investors is that many of these stocks are trading way off their all-time highs, yet the business is stronger than ever. This provides an appealing buying opportunity for us. Three tech stocks, in particular, could see a strong 2022. With shares between 40% and 77% off their all-time high, today's prices could pose a good time to buy. Here's why I think Twilio (NYSE:TWLO), fuboTV (NYSE:FUBO), and Lemonade (NYSE:LMND) have the potential to bounce back in 2022.1. TwilioShares of Twilio sank 22% in 2021, but the business is stronger than ever. Twilio helps businesses connect with their customers better by enabling them to securely message users. Over 150,000 developers use Twilio to connect with its customers for everything from resetting a password to messaging a delivery driver.Twilio had a solid 2021, to say the least. The company grew its revenue sequentially the entire year, and from the first quarter to the third, Twilio's top line grew 25%. Twilio is known for making acquisitions, buying Zipwhip in 2021 and Segment in late 2020. These two acquisitions affected the company's revenue growth significantly, but even on an organic growth basis, the company still grew revenue every quarter in 2021.Closing out 2021, the company is expecting $765 million in fourth-quarter revenue -- putting the full-year revenue at over $2.8 billion. This would represent almost 57% growth compared to 2020. The company's market will only grow larger over time as well: Digital communication between companies and consumers will likely never stop, and it is only going to become more prevalent in 2022 and beyond.Twilio is at the heart of this industry, and at 16 times sales, this company is valued at levels not seen since the lockdowns of the COVID-19 pandemic.2. fuboTVA 22% drop for Twilio seems like peanuts compared to fuboTV's drop of 45% for the year. This drop doesn't seem to come from any major news, other than that its valuation was relatively high in early 2021 compared to most streaming stocks. fuboTV traded at 12 times sales in January, much higher than Netflix (NASDAQ:NFLX) -- which traded at roughly nine times sales during the same period. However, fuboTV now trades at four times sales, making it an appealing buy today.Operationally, the company looks steady. In its most recent quarter, it grew its top line by 156% year over year to $157 million, driven by subscriber growth of 108% year over year to 945,000. Comparatively, fuboTV still has tremendous room to expand: comparatively, Alphabet's (NASDAQ:GOOG)(NASDAQ:GOOGL) YouTubeTV has 4 million subscribers.Not only does fuboTV have immense growth potential in its subscriber base, but its newly launched Sportsbook also provides opportunity. Fubo Sportsbook is now active in two U.S. states with the plan to expand nationally. The service offers sports betters an all-in-one platform to watch and bet on sports seamlessly, and this can give fuboTV a major advantage.This service will likely increase engagement on the platform, making fuboTV's advertising space magnitudes more valuable than it is today. This will likely increase ad revenue, which is already growing rapidly: it grew 147% year over year in Q3. Sportsbook could be a major growth driver for fuboTV, and with its already large potential in the live TV streaming space, I think fuboTV could bounce back as the company continues its quick growth.3. LemonadeIf an investor is looking for stocks that got crushed in 2021, they should look no further: Shares of Lemonade are down 66% over the past year and down 77% off their all-time highs. This has been primarily because the company's key metric -- its net loss ratio -- was poor throughout the year.The company has been growing like gangbusters, and to meet the demand of its users, it has been rapidly rolling out new insurance offerings like car insurance and pet insurance. As a result of the rapid roll-outs, its services are still young, which -- considering its coverage and claim decisions are based on artificial intelligence (AI) -- has resulted in subpar loss ratios for the company.But, the future is looking brighter for the company. As its AI makes more decisions on claims, it will gather more data and information. This will then be put back into its system where it will learn about the effects of these decisions, and its AI will thus become more accurate as time goes on. In Q3, Lemonade already saw this playing out: Its pet insurance loss ratio fell by four percentage points sequentially, while its homeowners insurance loss ratio fell by 52 percentage points year over year.The company has a long-term target of a 75% loss ratio, and in Q3 it posted 77%, so it is close to reaching its goal. With this much improvement, I think that investors oversold this company. Shares currently trade at a reasonable valuation of 23 times sales, and I believe that if it continues to make the improvements it saw in Q3, Lemonade could recover in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832017196,"gmtCreate":1629539815115,"gmtModify":1676530068077,"author":{"id":"3585652590952373","authorId":"3585652590952373","name":"Peary","avatar":"https://static.tigerbbs.com/865943b7eb9493cb41e2ed51539403b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585652590952373","authorIdStr":"3585652590952373"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832017196","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=full_marsco","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<html><body><p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img height=\"auto\" src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-height=\"466\" tg-width=\"700\" width=\"100%\"/><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8   <a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\"><strong>MarketWatch</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXX":"iShares费城交易所半导体ETF","GOOG":"谷歌","SSNLF":"三星电子","NVDA":"英伟达","ON":"安森美半导体","GOOGL":"谷歌A","TSM":"台积电","CDNS":"铿腾电子","AAPL":"苹果","ASML":"阿斯麦","QCOM":"高通","SNPS":"新思科技","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford 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