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2022-01-21

What

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2022-01-21

[What]

Why BioNTech, Moderna, Novavax, and Ocugen Stocks Are Plunging This Week

2022-01-20

[Cry]

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2022-01-14

Interesting

7 Cooling Mega-Cap Stocks to Avoid for Now

2022-01-09

Better opportunities elsewhere, where?

Tech Has Fallen, An Analysis Of Salesforce

2022-01-07

[Speechless]

Cathie Wood’s ARK ETFs Are in a Deep Hole—Already

2022-01-05

Bought at a high and just hoping it will go back up [Cry]

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10:22","market":"us","language":"en","title":"Why BioNTech, Moderna, Novavax, and Ocugen Stocks Are Plunging This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1100606079","media":"Motley Fool","summary":"What happenedShares of several COVID-19 vaccine makers are plunging this week.BioNTech(NASDAQ:BNTX)s","content":"<html><head></head><body><p><b>What happened</b></p><p>Shares of several COVID-19 vaccine makers are plunging this week.<b>BioNTech</b>(NASDAQ:BNTX)stock is taking the worst drubbing, down 19.7% as of the market close on Thursday.<b>Moderna</b>&#39;s(NASDAQ:MRNA)shares were sinking 17.2%.<b>Novavax</b>(NASDAQ:NVAX) and <b>Ocugen</b>(NASDAQ:OCGN)stocks were falling 18.5% and 16.2%, respectively. All of these declines are based on data fromS&amp;P Global Market Intelligence.</p><p>There are multiple factors behind the sharp sell-off of these vaccine stocks. Perhaps most importantly, investors appear to be looking beyond the current surge in COVID-19 cases to a future where the demand for vaccines could be lower. The World Health Organization&#39;s (WHO) chief scientist also stated publicly on Tuesday that there&#39;s no evidence that booster doses are needed for healthy children and adolescents.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d26561931e10f5ca9eea3a42da88654\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p>BioNTech&#39;s shares are down the most because of new results announced this week from a clinical study conducted in Israel. This study found that a fourth booster dose of Comirnaty, the COVID-19 vaccine developed by BioNTech and its partner,<b>Pfizer</b>(NYSE:PFE), isn&#39;t effective at preventing infections by the coronavirus omicron variant.</p><p>This news also appeared to negatively affect Moderna. Like the Pfizer-BioNTech vaccine, Moderna&#39;s COVID-19 vaccine Spikevax uses messenger RNA (mRNA) technology. Investors seem to be concerned that a fourth booster dose of Spikevax won&#39;t be effective at preventing infection by omicron either.</p><p><b>So what</b></p><p>The prospects of reduced demand for COVID-19 vaccines is something that should be concerning to investors. This scenario would mean lower revenue for BioNTech and Moderna, which already have COVID-19 vaccines on the market in the U.S. and across the world.</p><p>It could also translate to a tough climb ahead for Novavax and Ocugen. Novavax&#39;s COVID-19 vaccine has recently won authorizations or approvals in several countries, although not in the U.S. yet. Ocugen owns the rights to market Covaxin in the U.S. and Canada but hasn&#39;t secured authorizations in either country.</p><p>However, it&#39;s too early to know if vaccine demand will actually decline significantly. The World Health Organization (WHO) warned this week that new coronavirus variants are likely to emerge after the current omicron wave wanes. The organization&#39;s COVID-19 technical lead, Maria Van Kerkhove, stated, &#34;We&#39;re hearing a lot of people suggest that omicron is the last variant, that it&#39;s over after this. And that is not the case because this virus is circulating at a very intense level around the world.&#34;</p><p>As for the WHO&#39;s take that boosters for healthy children and adolescents aren&#39;t necessary, it remains to be seen if countries will go along. The U.S. government continues to encourage adolescents ages 12 and up to receive a third booster dose of the Pfizer-BioNTech vaccine.</p><p>But what about the new data from Israel about a fourth dose of Comirnaty? This probably isn&#39;t as worrisome as it might seem at first glance. Pfizer and BioNTech expect to have their omicron-specific vaccine ready by March. Moderna is developing a version of its vaccine that targets the omicron variant as well.</p><p><b>Now what</b></p><p>The most important thing, by far, for investors to watch now is what happens next with the COVID-19 pandemic. The spread of new coronavirus variants could completely change the market dynamics for these companies.</p><p>Despite its dismal stock performance, Novavax has actually enjoyed some good news recently. The company won approvals for its COVID-19 vaccine in France and in Australia over the last several days. Novavax expects to soon complete its filing for Emergency Use Authorization (EUA) in the U.S.</p><p>Ocugen has already submitted for U.S. EUA of Covaxin in children. However, the company still awaits the lifting of a clinical hold placed by the U.S. Food and Drug Administration on a planned late-stage clinical study of the vaccine.</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>Why BioNTech, Moderna, Novavax, and Ocugen Stocks Are Plunging 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\">\nWhy BioNTech, Moderna, Novavax, and Ocugen Stocks Are Plunging This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-21 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/20/why-biontech-moderna-novavax-and-ocugen-stocks-are/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of several COVID-19 vaccine makers are plunging this week.BioNTech(NASDAQ:BNTX)stock is taking the worst drubbing, down 19.7% as of the market close on Thursday.Moderna's(NASDAQ:...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/20/why-biontech-moderna-novavax-and-ocugen-stocks-are/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","OCGN":"Ocugen","NVAX":"诺瓦瓦克斯医药","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2022/01/20/why-biontech-moderna-novavax-and-ocugen-stocks-are/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100606079","content_text":"What happenedShares of several COVID-19 vaccine makers are plunging this week.BioNTech(NASDAQ:BNTX)stock is taking the worst drubbing, down 19.7% as of the market close on Thursday.Moderna's(NASDAQ:MRNA)shares were sinking 17.2%.Novavax(NASDAQ:NVAX) and Ocugen(NASDAQ:OCGN)stocks were falling 18.5% and 16.2%, respectively. All of these declines are based on data fromS&P Global Market Intelligence.There are multiple factors behind the sharp sell-off of these vaccine stocks. Perhaps most importantly, investors appear to be looking beyond the current surge in COVID-19 cases to a future where the demand for vaccines could be lower. The World Health Organization's (WHO) chief scientist also stated publicly on Tuesday that there's no evidence that booster doses are needed for healthy children and adolescents.IMAGE SOURCE: GETTY IMAGES.BioNTech's shares are down the most because of new results announced this week from a clinical study conducted in Israel. This study found that a fourth booster dose of Comirnaty, the COVID-19 vaccine developed by BioNTech and its partner,Pfizer(NYSE:PFE), isn't effective at preventing infections by the coronavirus omicron variant.This news also appeared to negatively affect Moderna. Like the Pfizer-BioNTech vaccine, Moderna's COVID-19 vaccine Spikevax uses messenger RNA (mRNA) technology. Investors seem to be concerned that a fourth booster dose of Spikevax won't be effective at preventing infection by omicron either.So whatThe prospects of reduced demand for COVID-19 vaccines is something that should be concerning to investors. This scenario would mean lower revenue for BioNTech and Moderna, which already have COVID-19 vaccines on the market in the U.S. and across the world.It could also translate to a tough climb ahead for Novavax and Ocugen. Novavax's COVID-19 vaccine has recently won authorizations or approvals in several countries, although not in the U.S. yet. Ocugen owns the rights to market Covaxin in the U.S. and Canada but hasn't secured authorizations in either country.However, it's too early to know if vaccine demand will actually decline significantly. The World Health Organization (WHO) warned this week that new coronavirus variants are likely to emerge after the current omicron wave wanes. The organization's COVID-19 technical lead, Maria Van Kerkhove, stated, \"We're hearing a lot of people suggest that omicron is the last variant, that it's over after this. And that is not the case because this virus is circulating at a very intense level around the world.\"As for the WHO's take that boosters for healthy children and adolescents aren't necessary, it remains to be seen if countries will go along. The U.S. government continues to encourage adolescents ages 12 and up to receive a third booster dose of the Pfizer-BioNTech vaccine.But what about the new data from Israel about a fourth dose of Comirnaty? This probably isn't as worrisome as it might seem at first glance. Pfizer and BioNTech expect to have their omicron-specific vaccine ready by March. Moderna is developing a version of its vaccine that targets the omicron variant as well.Now whatThe most important thing, by far, for investors to watch now is what happens next with the COVID-19 pandemic. The spread of new coronavirus variants could completely change the market dynamics for these companies.Despite its dismal stock performance, Novavax has actually enjoyed some good news recently. The company won approvals for its COVID-19 vaccine in France and in Australia over the last several days. Novavax expects to soon complete its filing for Emergency Use Authorization (EUA) in the U.S.Ocugen has already submitted for U.S. EUA of Covaxin in children. However, the company still awaits the lifting of a clinical hold placed by the U.S. Food and Drug Administration on a planned late-stage clinical study of the vaccine.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004708522,"gmtCreate":1642684055072,"gmtModify":1676533735044,"author":{"id":"4099617986858470","authorId":"4099617986858470","name":"Mneme","avatar":"https://static.tigerbbs.com/c62e49372e114a94e5085cfaa3220d53","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004708522","repostId":"1106776706","repostType":2,"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005901427,"gmtCreate":1642130401676,"gmtModify":1676533685017,"author":{"id":"4099617986858470","authorId":"4099617986858470","name":"Mneme","avatar":"https://static.tigerbbs.com/c62e49372e114a94e5085cfaa3220d53","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005901427","repostId":"1102046292","repostType":2,"repost":{"id":"1102046292","pubTimestamp":1642129951,"share":"https://www.laohu8.com/m/news/1102046292?lang=&edition=full","pubTime":"2022-01-14 11:12","market":"us","language":"en","title":"7 Cooling Mega-Cap Stocks to Avoid for Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1102046292","media":"InvestorPlace","summary":"Usually, I like to share great stocks to buy or stocks that you need to sell or avoid. Today, it’s a","content":"<html><head></head><body><p>Usually, I like to share great stocks to buy or stocks that you need to sell or avoid. Today, it’s a bit of mix.</p><p>These are great stocks — some are portfolio holdings — but this just isn’t the time to buy them. What that means is, most of these stocks have very low<i>Portfolio Grader</i> quantitative scores and middling fundamental scores. That tells us these aren’t the market leaders they have been.</p><p>But it doesn’t mean they won’t be again. It simply means that other sectors are gaining more interest and funds are likely selling shares of companies with big profits to move into new sectors.</p><p>However, quality will win out and these mega-cap stocks will be buys once again. There’s just no point in buying them when they may be cheap in a month or two. Keep your powder dry and wait for a better time make your move. And if you own them, just hold on.</p><ul><li><b>Alibaba</b> (NYSE:<b><u>BABA</u></b>)</li><li><b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>)</li><li><b>Disney</b>(NYSE:<b><u>DIS</u></b>)</li><li><b>PayPal</b>(NASDAQ:<b><u>PYPL</u></b>)</li><li><b>Visa</b>(NYSE:<b><u>V</u></b>)</li><li><b>Verizon</b>(NYSE:<b><u>VZ</u></b>)</li><li><b>Walmart</b>(NYSE:<b><u>WMT</u></b>)</li></ul><p>Mega-Cap Stocks to Avoid: Alibaba (BABA)</p><p>This is the only Chinese company on the list, so its challenges are different to some extent than the rest of the U.S.-based companies here.</p><p>Earlier this year, the Chinese government surprised investors with a very direct and chilling statement that the mega-cap stocks in China will not have free reign to expand operations however they wish, particularly into the financial markets.</p><p>This created quite a stir in global markets and has had a significant chilling effect on Chinese mega-cap stocks to this day.</p><p>The markets like predictability. Any unpredictability usually results in selling. And that’s what happened here. No one knows if BABA and other Chinese stocks will remain U.S.-traded stocks or if the Chinese government will enact even harsher limits on corporate growth.</p><p>BABA stock has lost 46% in the past 12 months. And it’s still a falling knife.</p><p>This stock has a F rating in my <i>Portfolio Grader</i>.</p><p>Amazon.com (AMZN)</p><p>With a nearly $1.7 trillion market cap, AMZN certainly isn’t in some kind of considerable trouble. But its powerful run during the teeth of the pandemic and the massive flight to safe growth afterwards has driven AMZN to sky-high levels.</p><p>For example, its current price-to-earnings ratio is 64x, well above the Nasdaq 100 average P/E of 40x. Much of this is a result of its powerful 2020 performance and its continued value for growth and safety.</p><p>But those kinds of valuations are no longer sustainable in a transitioning market. And this super mega-cap stock has only managed a sub-3% gain in the past 12 months. There’s no hurry to jump in here.</p><p>This stock has a D rating in my <i>Portfolio Grader</i>.</p><p>Mega-Cap Stocks to Avoid: Disney (DIS)</p><p>There are a few challenges for this iconic mega-cap stock. First, given the spread of the omicron strain — and a new one in France just discovered — its massive resorts and parks around the world won’t likely be a full capacity. And they may well get shut down again.</p><p>As for its streaming service, while the initial growth was impressive, it’s not really dominating like many expected or projected from its launch. And it has significant competitors in the space that are very focused on just streaming entertainment and not as diversified as DIS.</p><p>Most surprising is the fact that DIS stock is now trading at a current P/E of 144x. That’s what happens when the stock is bid up wildly yet the earnings aren’t reflecting that optimism. The stock actually lost 12% in the past 12 months. A reckoning awaits.</p><p>This stock has a D rating in my <i>Portfolio Grader</i>.</p><p>PayPal (PYPL)</p><p>Financial technology (aka, fintech) companies have been very hot since the lockdown. That was a watershed moment for staid legacy banks and credit unions. For generations banks saw themselves as a conservative, service-based business where they were the arbiters of consumers’ and business’ needs.</p><p>But once their branches got shut down, loan revenue and foot traffic dried up. Many financial institutions had to scramble. The go-slow approach to fintech had to be accelerated and many banks didn’t have the leadership in place to pivot effectively.</p><p>Fintechs took off. And this was a great opportunity for PYPL, a fintech pioneer. In the past three years, PYPL stock is up 122% and that’s after 26% in the past three months. But it’s the selloff that’s the issue right now. The fintech space is becoming increasingly dynamic and global and that has meant more competition for some of the leading mega-cap stocks in this sector.</p><p>This stock has a D rating in my <i>Portfolio Grader</i>.</p><p>Mega-Cap Stocks to Avoid: Visa (V)</p><p>While V has been around since 1958 and is one of first credit card companies in the world, it’s now a major player in the fintech boom. But what once looked like a dominant position in the payments sector is now viewed as a challenge to its primacy by up and comers.</p><p>V and other payments companies work as middlemen between merchants and banks. They hold the risk of payment before the bill is paid and cleared by the bank. For this risk, they take a cut from the merchant and the bank.</p><p>But those cuts are getting smaller as new competition that doesn’t have to deal with the legacy systems and overhead are entering the markets. And that’s a challenge for V right now.</p><p>V stock has been treading water for the past 12 months, after a big run in 2020. But V has shown its resilience and it’s already opening new channels in the fintech sector. It’s just not a top pick at the moment.</p><p>This stock has a D rating in my <i>Portfolio Grader</i>.</p><p>Verizon (VZ)</p><p>Back in the old days, Ma Bell ran U.S. telecommunications. Then in 1983 an antitrust lawsuit broke it up and the Baby Bells were born. What we know today as VZ used to be Baby Bell, Bell Atlantic. With dominion over the much of the East Coast, Verizon had most major cities as its customers. And when wireless arrived, VZ had plenty of cash to splash around to expand a wireless network from coast to coast.</p><p>VZ cut an impressive path as it became the leading mobile telecom carrier and had a state of the art fiber optic network that offered internet, entertainment and mobile packages as well.</p><p>But the mobile world has shifted once again. And it has been a challenge for VZ to maintain its primacy in this new world. And that has made it a less than stellar option for now. Granted its current P/E is just 10x, and it has a 4.7% dividend yield, but VZ’s direction isn’t certain.</p><p>This stock has a D rating in my <i>Portfolio Grader</i>.</p><p>Mega-Cap Stocks to Avoid: Walmart (WMT)</p><p>With a near $400 billion market cap, WMT remains one of top retailing mega-cap stocks in the world. And its ability to catch the e-commerce wave early certainly helped when the pandemic hit.</p><p>What’s more, WMT also has a lot of stores where customers can simply pick up products after ordering online. That’s a new and important trend in same-day service. Also, Walmart super stores have groceries, which keeps them open as an essential service if there’s another lockdown.</p><p>However, WMT is fully valued here, with a current P/E of 50x. Remember, this is a low margin business, not a high margin tech stock. WMT stock has been treading water for the past year, and it’s likely to test its recent lows before moving to new highs.</p><p>This stock has a D rating in my <i>Portfolio Grader</i>.</p></body></html>","source":"lsy1606302653667","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>7 Cooling Mega-Cap Stocks to Avoid for Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Cooling Mega-Cap Stocks to Avoid for Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/7-cooling-mega-cap-stocks-that-you-should-avoid-for-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Usually, I like to share great stocks to buy or stocks that you need to sell or avoid. Today, it’s a bit of mix.These are great stocks — some are portfolio holdings — but this just isn’t the time to ...</p>\n\n<a href=\"https://investorplace.com/2022/01/7-cooling-mega-cap-stocks-that-you-should-avoid-for-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","VZ":"威瑞森","WMT":"沃尔玛","DIS":"迪士尼","AMZN":"亚马逊","BABA":"阿里巴巴","PYPL":"PayPal"},"source_url":"https://investorplace.com/2022/01/7-cooling-mega-cap-stocks-that-you-should-avoid-for-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102046292","content_text":"Usually, I like to share great stocks to buy or stocks that you need to sell or avoid. Today, it’s a bit of mix.These are great stocks — some are portfolio holdings — but this just isn’t the time to buy them. What that means is, most of these stocks have very lowPortfolio Grader quantitative scores and middling fundamental scores. That tells us these aren’t the market leaders they have been.But it doesn’t mean they won’t be again. It simply means that other sectors are gaining more interest and funds are likely selling shares of companies with big profits to move into new sectors.However, quality will win out and these mega-cap stocks will be buys once again. There’s just no point in buying them when they may be cheap in a month or two. Keep your powder dry and wait for a better time make your move. And if you own them, just hold on.Alibaba (NYSE:BABA)Amazon (NASDAQ:AMZN)Disney(NYSE:DIS)PayPal(NASDAQ:PYPL)Visa(NYSE:V)Verizon(NYSE:VZ)Walmart(NYSE:WMT)Mega-Cap Stocks to Avoid: Alibaba (BABA)This is the only Chinese company on the list, so its challenges are different to some extent than the rest of the U.S.-based companies here.Earlier this year, the Chinese government surprised investors with a very direct and chilling statement that the mega-cap stocks in China will not have free reign to expand operations however they wish, particularly into the financial markets.This created quite a stir in global markets and has had a significant chilling effect on Chinese mega-cap stocks to this day.The markets like predictability. Any unpredictability usually results in selling. And that’s what happened here. No one knows if BABA and other Chinese stocks will remain U.S.-traded stocks or if the Chinese government will enact even harsher limits on corporate growth.BABA stock has lost 46% in the past 12 months. And it’s still a falling knife.This stock has a F rating in my Portfolio Grader.Amazon.com (AMZN)With a nearly $1.7 trillion market cap, AMZN certainly isn’t in some kind of considerable trouble. But its powerful run during the teeth of the pandemic and the massive flight to safe growth afterwards has driven AMZN to sky-high levels.For example, its current price-to-earnings ratio is 64x, well above the Nasdaq 100 average P/E of 40x. Much of this is a result of its powerful 2020 performance and its continued value for growth and safety.But those kinds of valuations are no longer sustainable in a transitioning market. And this super mega-cap stock has only managed a sub-3% gain in the past 12 months. There’s no hurry to jump in here.This stock has a D rating in my Portfolio Grader.Mega-Cap Stocks to Avoid: Disney (DIS)There are a few challenges for this iconic mega-cap stock. First, given the spread of the omicron strain — and a new one in France just discovered — its massive resorts and parks around the world won’t likely be a full capacity. And they may well get shut down again.As for its streaming service, while the initial growth was impressive, it’s not really dominating like many expected or projected from its launch. And it has significant competitors in the space that are very focused on just streaming entertainment and not as diversified as DIS.Most surprising is the fact that DIS stock is now trading at a current P/E of 144x. That’s what happens when the stock is bid up wildly yet the earnings aren’t reflecting that optimism. The stock actually lost 12% in the past 12 months. A reckoning awaits.This stock has a D rating in my Portfolio Grader.PayPal (PYPL)Financial technology (aka, fintech) companies have been very hot since the lockdown. That was a watershed moment for staid legacy banks and credit unions. For generations banks saw themselves as a conservative, service-based business where they were the arbiters of consumers’ and business’ needs.But once their branches got shut down, loan revenue and foot traffic dried up. Many financial institutions had to scramble. The go-slow approach to fintech had to be accelerated and many banks didn’t have the leadership in place to pivot effectively.Fintechs took off. And this was a great opportunity for PYPL, a fintech pioneer. In the past three years, PYPL stock is up 122% and that’s after 26% in the past three months. But it’s the selloff that’s the issue right now. The fintech space is becoming increasingly dynamic and global and that has meant more competition for some of the leading mega-cap stocks in this sector.This stock has a D rating in my Portfolio Grader.Mega-Cap Stocks to Avoid: Visa (V)While V has been around since 1958 and is one of first credit card companies in the world, it’s now a major player in the fintech boom. But what once looked like a dominant position in the payments sector is now viewed as a challenge to its primacy by up and comers.V and other payments companies work as middlemen between merchants and banks. They hold the risk of payment before the bill is paid and cleared by the bank. For this risk, they take a cut from the merchant and the bank.But those cuts are getting smaller as new competition that doesn’t have to deal with the legacy systems and overhead are entering the markets. And that’s a challenge for V right now.V stock has been treading water for the past 12 months, after a big run in 2020. But V has shown its resilience and it’s already opening new channels in the fintech sector. It’s just not a top pick at the moment.This stock has a D rating in my Portfolio Grader.Verizon (VZ)Back in the old days, Ma Bell ran U.S. telecommunications. Then in 1983 an antitrust lawsuit broke it up and the Baby Bells were born. What we know today as VZ used to be Baby Bell, Bell Atlantic. With dominion over the much of the East Coast, Verizon had most major cities as its customers. And when wireless arrived, VZ had plenty of cash to splash around to expand a wireless network from coast to coast.VZ cut an impressive path as it became the leading mobile telecom carrier and had a state of the art fiber optic network that offered internet, entertainment and mobile packages as well.But the mobile world has shifted once again. And it has been a challenge for VZ to maintain its primacy in this new world. And that has made it a less than stellar option for now. Granted its current P/E is just 10x, and it has a 4.7% dividend yield, but VZ’s direction isn’t certain.This stock has a D rating in my Portfolio Grader.Mega-Cap Stocks to Avoid: Walmart (WMT)With a near $400 billion market cap, WMT remains one of top retailing mega-cap stocks in the world. And its ability to catch the e-commerce wave early certainly helped when the pandemic hit.What’s more, WMT also has a lot of stores where customers can simply pick up products after ordering online. That’s a new and important trend in same-day service. Also, Walmart super stores have groceries, which keeps them open as an essential service if there’s another lockdown.However, WMT is fully valued here, with a current P/E of 50x. Remember, this is a low margin business, not a high margin tech stock. WMT stock has been treading water for the past year, and it’s likely to test its recent lows before moving to new highs.This stock has a D rating in my Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006620808,"gmtCreate":1641718431775,"gmtModify":1676533642612,"author":{"id":"4099617986858470","authorId":"4099617986858470","name":"Mneme","avatar":"https://static.tigerbbs.com/c62e49372e114a94e5085cfaa3220d53","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Better opportunities elsewhere, where?","listText":"Better opportunities elsewhere, where?","text":"Better opportunities elsewhere, where?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006620808","repostId":"1119680947","repostType":4,"repost":{"id":"1119680947","pubTimestamp":1641693213,"share":"https://www.laohu8.com/m/news/1119680947?lang=&edition=full","pubTime":"2022-01-09 09:53","market":"us","language":"en","title":"Tech Has Fallen, An Analysis Of Salesforce","url":"https://stock-news.laohu8.com/highlight/detail?id=1119680947","media":"Seeking Alpha","summary":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><b>CRM Stock Price</b></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><b>What is Salesforce</b></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p>CRM accelerated its innovation through a strong willingness to conduct M&amp;A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&amp;D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</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>Tech Has Fallen, An Analysis Of Salesforce</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\">\nTech Has Fallen, An Analysis Of Salesforce\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119680947","content_text":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.Justin Sullivan/Getty Images NewsSalesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.CRM Stock PriceAmidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.What is SalesforceCRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.Earnings PresentationCustomer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.Investor PresentationCRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.Investor PresentationOn a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.Earnings PresentationLike many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.Is CRM Stock A Buy, Sell, or Hold?After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.Seeking AlphaCRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.Best of Breed Universe WatchlistIt is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008765524,"gmtCreate":1641528127215,"gmtModify":1676533625948,"author":{"id":"4099617986858470","authorId":"4099617986858470","name":"Mneme","avatar":"https://static.tigerbbs.com/c62e49372e114a94e5085cfaa3220d53","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[Speechless]&nbsp;","listText":"[Speechless]&nbsp;","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008765524","repostId":"1100831214","repostType":2,"repost":{"id":"1100831214","pubTimestamp":1641432481,"share":"https://www.laohu8.com/m/news/1100831214?lang=&edition=full","pubTime":"2022-01-06 09:28","market":"us","language":"en","title":"Cathie Wood’s ARK ETFs Are in a Deep Hole—Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1100831214","media":"Barrons","summary":"The new year did not bring a fresh start for Cathie Wood’s ARK Invest, a fund company known for its ","content":"<html><head></head><body><p>The new year did not bring a fresh start for Cathie Wood’s ARK Invest, a fund company known for its focus on innovation stocks and high price targets.</p><p>The firm’s flagship ARK Innovation exchange-traded fund (ARKK) plunged 7.1% in Wednesday trading, marking its worst day since Sept 3, 2020. All of ARK’s other ETFs, including the latest ARK Transparency ETF (CTRU) launched just last December, are also deep in the negative territory.</p><p>Growth stocks fell on Wednesday after the latest minutes from the Federal Reserve’s December policy meeting was released, suggesting that the central bank’s rate increases might be earlier and faster than market has expected.</p><p>Investors were spooked as Fed Chairman Jerome Powell shifted his tone to emphasize the risks of inflation—after months of describing the rising prices as “transitory”—as a new Covid-19 variant is rampaging across the country and causing supply-chain disruptions.</p><p>The S&amp;P 500 lost 2% in the last two hours of Wednesday’s trading, growth stocks within the index tumbled 3%, and the tech-heavy Nasdaq Composite dropped 3.3%.</p><p>But the ARK ETFs are some of the worst-performing funds amid Wednesday’s decline. Besides ARK Innovation, the ARK Genomic Revolution ETF (ARKG) is down 7.1%, the ARK Fintech Innovation ETF (ARKF) dropped 6.6%, and the ARK Next Generation Internet ETF (ARKW) fell by 6.2%. Other groups of growth stocks, such as blockchain, cannabis, clean energy, and technology, are also in deep red.</p><p>Wednesday’s loss was just the latest stretch of ARK funds’ year-long struggle. ARK ETFs were some of the best-performing funds in 2020, soaring an average of 150% as the pandemic accelerated the adoption of many emerging platforms and technologies that companies in its portfolios own.</p><p>Since peaking in February 2021, however, the funds have been tumbling downhill, shedding much of their gains from the year before. Rising inflation has made the future cash flow of growth-oriented innovation firms less valuable today, and investors were seeking returns from safer corners such as the cheaply-traded cyclical stocks.</p><p>With the Fed’s hawkish pivot, it looks like volatility in growth stocks and ARK funds will continue. But if inflation can be somewhat contained following the Fed’s tightening policy in 2022, innovation stocks might embrace some rebound—though that won’t be any time soon.</p></body></html>","source":"lsy1601382232898","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>Cathie Wood’s ARK ETFs Are in a Deep Hole—Already</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\">\nCathie Wood’s ARK ETFs Are in a Deep Hole—Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/ark-etf-funds-performance-51641424042?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The new year did not bring a fresh start for Cathie Wood’s ARK Invest, a fund company known for its focus on innovation stocks and high price targets.The firm’s flagship ARK Innovation exchange-traded...</p>\n\n<a href=\"https://www.barrons.com/articles/ark-etf-funds-performance-51641424042?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKG":"ARK Genomic Revolution ETF","ARKO":"ARKO Corp","ARKK":"ARK Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF"},"source_url":"https://www.barrons.com/articles/ark-etf-funds-performance-51641424042?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100831214","content_text":"The new year did not bring a fresh start for Cathie Wood’s ARK Invest, a fund company known for its focus on innovation stocks and high price targets.The firm’s flagship ARK Innovation exchange-traded fund (ARKK) plunged 7.1% in Wednesday trading, marking its worst day since Sept 3, 2020. All of ARK’s other ETFs, including the latest ARK Transparency ETF (CTRU) launched just last December, are also deep in the negative territory.Growth stocks fell on Wednesday after the latest minutes from the Federal Reserve’s December policy meeting was released, suggesting that the central bank’s rate increases might be earlier and faster than market has expected.Investors were spooked as Fed Chairman Jerome Powell shifted his tone to emphasize the risks of inflation—after months of describing the rising prices as “transitory”—as a new Covid-19 variant is rampaging across the country and causing supply-chain disruptions.The S&P 500 lost 2% in the last two hours of Wednesday’s trading, growth stocks within the index tumbled 3%, and the tech-heavy Nasdaq Composite dropped 3.3%.But the ARK ETFs are some of the worst-performing funds amid Wednesday’s decline. Besides ARK Innovation, the ARK Genomic Revolution ETF (ARKG) is down 7.1%, the ARK Fintech Innovation ETF (ARKF) dropped 6.6%, and the ARK Next Generation Internet ETF (ARKW) fell by 6.2%. Other groups of growth stocks, such as blockchain, cannabis, clean energy, and technology, are also in deep red.Wednesday’s loss was just the latest stretch of ARK funds’ year-long struggle. ARK ETFs were some of the best-performing funds in 2020, soaring an average of 150% as the pandemic accelerated the adoption of many emerging platforms and technologies that companies in its portfolios own.Since peaking in February 2021, however, the funds have been tumbling downhill, shedding much of their gains from the year before. Rising inflation has made the future cash flow of growth-oriented innovation firms less valuable today, and investors were seeking returns from safer corners such as the cheaply-traded cyclical stocks.With the Fed’s hawkish pivot, it looks like volatility in growth stocks and ARK funds will continue. But if inflation can be somewhat contained following the Fed’s tightening policy in 2022, innovation stocks might embrace some rebound—though that won’t be any time soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008949967,"gmtCreate":1641350601675,"gmtModify":1676533604463,"author":{"id":"4099617986858470","authorId":"4099617986858470","name":"Mneme","avatar":"https://static.tigerbbs.com/c62e49372e114a94e5085cfaa3220d53","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Bought at a high and just hoping&nbsp;it will go back up&nbsp;[Cry]&nbsp;","listText":"Bought at a high and just hoping&nbsp;it will go back up&nbsp;[Cry]&nbsp;","text":"Bought at a high and just hoping it will go back up [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008949967","repostId":"1194204182","repostType":2,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9005901427,"gmtCreate":1642130401676,"gmtModify":1676533685017,"author":{"id":"4099617986858470","authorId":"4099617986858470","name":"Mneme","avatar":"https://static.tigerbbs.com/c62e49372e114a94e5085cfaa3220d53","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005901427","repostId":"1102046292","repostType":2,"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008949967,"gmtCreate":1641350601675,"gmtModify":1676533604463,"author":{"id":"4099617986858470","authorId":"4099617986858470","name":"Mneme","avatar":"https://static.tigerbbs.com/c62e49372e114a94e5085cfaa3220d53","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Bought at a high and just hoping&nbsp;it will go back up&nbsp;[Cry]&nbsp;","listText":"Bought at a high and just hoping&nbsp;it will go back up&nbsp;[Cry]&nbsp;","text":"Bought at a high and just hoping it will go back up [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008949967","repostId":"1194204182","repostType":2,"repost":{"id":"1194204182","pubTimestamp":1641264319,"share":"https://www.laohu8.com/m/news/1194204182?lang=&edition=full","pubTime":"2022-01-04 10:45","market":"us","language":"en","title":"Some Investors Should Buy Novavax Stock on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1194204182","media":"InvestorPlace","summary":"The medium-term outlook of NVAX stock remains positive","content":"<html><head></head><body><p><b>Novavax</b>(NASDAQ:<b><u>NVAX</u></b>) still remains poised to sell its vaccine for the coronavirus to many countries around the world, likely enabling it to generate very strong revenue in 2022 and possibly into 2023. Yet NVAX stock has fallen sharply in recent days.</p><p>That makes the shares very attractive for medium-term investors. Shares tumbled 25% in December alone.</p><p>On the positive side for Novavax and NVAX stock, on Dec. 20, a European MedicinesAgency (EMA) panel recommended that Novavax be able to market its vaccine for the coronavirus to adults in the EU.</p><p>As a result of this news, the EMA, the EU’s version of the Food and Drug Administration, is very likely to approve Novavax’s coronavirus vaccine for adults. And since the EU has agreed to purchase up to 200 million doses of Novavax’s vaccine, the approval is likely to lead to significant revenue for the company. And those sales, in turn, will probably lift NVAX stock in the medium term.</p><p>What’s more, after the EMA’s approval, I think that the FDA is much more likely than not to approve Novavax’s vaccine for three reasons. First, the EMA’s approval does indicate that the vaccine is safe and effective against the coronavirus.</p><p>Secondly, after the U.S. effectively discouraged the use of <b>Johnson &amp; Johnson’s</b>(NYSE:<b><u>JNJ</u></b>) vaccine because of a side effect, I believe that Washington will want to have a shot that can appeal to those Americans who are nervous about the mRNA vaccines made by <b>Pfizer</b>(NYSE:<b><u>PFE</u></b>) and <b>Moderna</b>(NASDAQ:<b><u>MRNA</u></b>). It is, after all, true that the mRNA shots are based on relatively new technology and that Novavax’s vaccine is based on older, more conventional methods.</p><p>“The Novavax vaccine has no genetic material, only proteins,” Dr. Diana Florescu, who oversaw the Phase 3 trial of the shot,said in June, according to<i>Nebraska Medicine</i>. “The vaccine technology is more traditional, and it’s very similar to a protein-based influenza vaccine.”</p><p>Moreover, the U.S. has funded Novavax in the past and has agreed to purchase 100 million doses from it.</p><p>On a separate note, the World Health Organization approved Novavax’s shot on Dec. 17, opening the door for many more developing nations to purchase the vaccine.</p><p><b>The Mildness of Omicron Will Likely Reduce Demand for Novavax’s Jab</b></p><p>On the other hand, the relative mildness of the Omicron variation of Covid-19 is likely to, over the longer run, significantly lower the demand for Novavax’s shot. As evidence of that mildness, consider that a U.K.-based study recently found that those “with the omicron variant are 70% less likely to be hospitalized than those infected with the delta variant,<i>Seeking Alpha</i>reported.</p><p>The relative mildness could very well lower demand for Novavax’s vaccine in many countries. Still, I think there will still be meaningful demand in many nations. After all, many individuals, particularly those who are older and/or have more vulnerable immune systems, get flu shots every year.</p><p>And among most people, the fear of the coronavirus will likely always be stronger than the fear of the flu, even if there is little or no difference in their risk from the two illnesses. Consequently, I think that there will still be some demand for Novavax’s vaccine, especially in the medium-term, even if omicron proves to be little more risky than the flu for many people.</p><p><b>The Bottom Line on NVAX Stock</b></p><p>In my opinion, many investors think that Novavax may not get FDA approval for its shot and/or could have difficulties manufacturing and distributing its vaccine.</p><p>But after the EMA approved the shot, I think there’s an 80% chance that the FDA will also give it a thumbs up. And as I pointed out in my previous column, the drug maker is partnering with the <b>Serum Institute of India</b> on the manufacturing of its Covid-19 vaccine. I believe that the odds are good that Novavax will find multiple other manufacturing and distribution partners.</p><p>So although the long-term performance of NVAX could be hindered by lower-than-expected demand for its shot, I continue to believe that the shares’ medium-term outlook is favorable, given the partnerships and approvals that the firm likely to obtain during that period.</p><p>As a result, I urge medium-term, risk-tolerant investors to buy a relatively small amount of the shares on their current weakness.</p></body></html>","source":"lsy1606302653667","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>Some Investors Should Buy Novavax Stock on the Dip</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\">\nSome Investors Should Buy Novavax Stock on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-04 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/some-investors-should-buy-nvax-stock-on-the-dip/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Novavax(NASDAQ:NVAX) still remains poised to sell its vaccine for the coronavirus to many countries around the world, likely enabling it to generate very strong revenue in 2022 and possibly into 2023....</p>\n\n<a href=\"https://investorplace.com/2022/01/some-investors-should-buy-nvax-stock-on-the-dip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"source_url":"https://investorplace.com/2022/01/some-investors-should-buy-nvax-stock-on-the-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194204182","content_text":"Novavax(NASDAQ:NVAX) still remains poised to sell its vaccine for the coronavirus to many countries around the world, likely enabling it to generate very strong revenue in 2022 and possibly into 2023. Yet NVAX stock has fallen sharply in recent days.That makes the shares very attractive for medium-term investors. Shares tumbled 25% in December alone.On the positive side for Novavax and NVAX stock, on Dec. 20, a European MedicinesAgency (EMA) panel recommended that Novavax be able to market its vaccine for the coronavirus to adults in the EU.As a result of this news, the EMA, the EU’s version of the Food and Drug Administration, is very likely to approve Novavax’s coronavirus vaccine for adults. And since the EU has agreed to purchase up to 200 million doses of Novavax’s vaccine, the approval is likely to lead to significant revenue for the company. And those sales, in turn, will probably lift NVAX stock in the medium term.What’s more, after the EMA’s approval, I think that the FDA is much more likely than not to approve Novavax’s vaccine for three reasons. First, the EMA’s approval does indicate that the vaccine is safe and effective against the coronavirus.Secondly, after the U.S. effectively discouraged the use of Johnson & Johnson’s(NYSE:JNJ) vaccine because of a side effect, I believe that Washington will want to have a shot that can appeal to those Americans who are nervous about the mRNA vaccines made by Pfizer(NYSE:PFE) and Moderna(NASDAQ:MRNA). It is, after all, true that the mRNA shots are based on relatively new technology and that Novavax’s vaccine is based on older, more conventional methods.“The Novavax vaccine has no genetic material, only proteins,” Dr. Diana Florescu, who oversaw the Phase 3 trial of the shot,said in June, according toNebraska Medicine. “The vaccine technology is more traditional, and it’s very similar to a protein-based influenza vaccine.”Moreover, the U.S. has funded Novavax in the past and has agreed to purchase 100 million doses from it.On a separate note, the World Health Organization approved Novavax’s shot on Dec. 17, opening the door for many more developing nations to purchase the vaccine.The Mildness of Omicron Will Likely Reduce Demand for Novavax’s JabOn the other hand, the relative mildness of the Omicron variation of Covid-19 is likely to, over the longer run, significantly lower the demand for Novavax’s shot. As evidence of that mildness, consider that a U.K.-based study recently found that those “with the omicron variant are 70% less likely to be hospitalized than those infected with the delta variant,Seeking Alphareported.The relative mildness could very well lower demand for Novavax’s vaccine in many countries. Still, I think there will still be meaningful demand in many nations. After all, many individuals, particularly those who are older and/or have more vulnerable immune systems, get flu shots every year.And among most people, the fear of the coronavirus will likely always be stronger than the fear of the flu, even if there is little or no difference in their risk from the two illnesses. Consequently, I think that there will still be some demand for Novavax’s vaccine, especially in the medium-term, even if omicron proves to be little more risky than the flu for many people.The Bottom Line on NVAX StockIn my opinion, many investors think that Novavax may not get FDA approval for its shot and/or could have difficulties manufacturing and distributing its vaccine.But after the EMA approved the shot, I think there’s an 80% chance that the FDA will also give it a thumbs up. And as I pointed out in my previous column, the drug maker is partnering with the Serum Institute of India on the manufacturing of its Covid-19 vaccine. I believe that the odds are good that Novavax will find multiple other manufacturing and distribution partners.So although the long-term performance of NVAX could be hindered by lower-than-expected demand for its shot, I continue to believe that the shares’ medium-term outlook is favorable, given the partnerships and approvals that the firm likely to obtain during that period.As a result, I urge medium-term, risk-tolerant investors to buy a relatively small amount of the shares on their current weakness.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007318326,"gmtCreate":1642773389714,"gmtModify":1676533744557,"author":{"id":"4099617986858470","authorId":"4099617986858470","name":"Mneme","avatar":"https://static.tigerbbs.com/c62e49372e114a94e5085cfaa3220d53","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007318326","repostId":"1100606079","repostType":2,"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006620808,"gmtCreate":1641718431775,"gmtModify":1676533642612,"author":{"id":"4099617986858470","authorId":"4099617986858470","name":"Mneme","avatar":"https://static.tigerbbs.com/c62e49372e114a94e5085cfaa3220d53","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Better opportunities elsewhere, where?","listText":"Better opportunities elsewhere, where?","text":"Better opportunities elsewhere, where?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006620808","repostId":"1119680947","repostType":4,"repost":{"id":"1119680947","pubTimestamp":1641693213,"share":"https://www.laohu8.com/m/news/1119680947?lang=&edition=full","pubTime":"2022-01-09 09:53","market":"us","language":"en","title":"Tech Has Fallen, An Analysis Of Salesforce","url":"https://stock-news.laohu8.com/highlight/detail?id=1119680947","media":"Seeking Alpha","summary":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><b>CRM Stock Price</b></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><b>What is Salesforce</b></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p>CRM accelerated its innovation through a strong willingness to conduct M&amp;A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&amp;D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</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>Tech Has Fallen, An Analysis Of Salesforce</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\">\nTech Has Fallen, An Analysis Of Salesforce\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119680947","content_text":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.Justin Sullivan/Getty Images NewsSalesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.CRM Stock PriceAmidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.What is SalesforceCRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.Earnings PresentationCustomer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.Investor PresentationCRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.Investor PresentationOn a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.Earnings PresentationLike many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.Is CRM Stock A Buy, Sell, or Hold?After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.Seeking AlphaCRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.Best of Breed Universe WatchlistIt is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004708522,"gmtCreate":1642684055072,"gmtModify":1676533735044,"author":{"id":"4099617986858470","authorId":"4099617986858470","name":"Mneme","avatar":"https://static.tigerbbs.com/c62e49372e114a94e5085cfaa3220d53","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004708522","repostId":"1106776706","repostType":2,"repost":{"id":"1106776706","pubTimestamp":1642664548,"share":"https://www.laohu8.com/m/news/1106776706?lang=&edition=full","pubTime":"2022-01-20 15:42","market":"us","language":"en","title":"Tesla Earnings Estimates Are Rising, but the Stock Is Down. What’s Behind the Paradox.","url":"https://stock-news.laohu8.com/highlight/detail?id=1106776706","media":"Barrons","summary":"Tesla‘s fourth-quarter earnings are due out on Jan. 26. As the day approaches, Wall Street analysts ","content":"<html><head></head><body><p>Tesla‘s fourth-quarter earnings are due out on Jan. 26. As the day approaches, Wall Street analysts are fine-tuning their earnings estimates for the quarter as well as 2022.</p><p>The direction of earnings estimates is decidedly up. Rising estimates typically produces a powerful tailwind for any stock, but that hasn’t been the case with Tesla (ticker: TSLA) shares. That’s something bullish investors can look to when thinking about 2022 Tesla stock returns, unless the divergence signals something more ominous.</p><p>Tuesday evening, Piper Sandler’s Alexander Potter was the latest analyst to update numbers. “We are boosting our estimates to reflect better-than-expected fourth-quarter deliveries, as well as a higher estimate for deliveries in 2022,” wrote Potter in his report.</p><p>Tesla delivered almost 309,000 vehicles in the fourth quarter of 2021. Wall Street estimates were closer to 270,000. More cars means more earnings and Potter now expects Tesla to earn $2.50 a share in the fourth quarter, up from an earlier estimate of $2.24 a share.</p><p>He also now models 1.53 million units sold in 2022 for Tesla, up from his earlier estimate for 1.38 million units. Potter’s 2022 earnings-per-share estimate goes to $12.14 from $9.91.</p><p>He kept his Buy rating on Tesla stock and his $1,300 price target for shares.</p><p>Overall, Wall Street fourth-quarter EPS estimates have gone to an average of about $2.25 from roughly $1.90 over the past couple of months. Estimates for 2022 EPS have risen to about $10 from about $8.67 over the same span.</p><p>Earnings estimates for the coming year are up about 16% over the past 10 weeks or so. Tesla stock, however, is down about 7% over the same span. That divergence has left bullish investors wondering what is going on.</p><p>The problem doesn’t appear to be Tesla. It’s the market. The Nasdaq Composite Index, home to many richly valued technology stocks, is off about 7% over the same span as Tesla’s recent drop. Meanwhile, the S&amp;P 500 is up about 3%, and the Dow Jones Industrial Average has gained about 5%.</p><p>Fears of interest-rate hikes are hurting tech-stock valuations. Rising rates hurt high valuations more than low valuations. That’s just the way the financial math works. Tesla is a highly valued stock. Shares are trading at roughly 85 times Potter’s 2022 EPS estimate. Stocks in the Russell 1000 Growth index trade for an average of about 31 times the 2022 EPS estimate.</p><p>What bullish investors hope for is twofold. They hope Tesla beats fourth-quarter and 2022 EPS estimates. They also hope that interest rates settle down so investors can focus again on company fundamentals and not what the Federal Reserve is doing to tame inflation.</p><p>Tesla stock closed lower 3.4% on Wednesday, while the S&amp;P 500 and Nasdaq Composite fell 1% and 1.2%, respectively.</p></body></html>","source":"lsy1601382232898","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 Earnings Estimates Are Rising, but the Stock Is Down. What’s Behind the Paradox.</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 Earnings Estimates Are Rising, but the Stock Is Down. What’s Behind the Paradox.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 15:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-51642605897?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla‘s fourth-quarter earnings are due out on Jan. 26. As the day approaches, Wall Street analysts are fine-tuning their earnings estimates for the quarter as well as 2022.The direction of earnings ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-51642605897?mod=hp_LEADSUPP_3\">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.barrons.com/articles/tesla-stock-earnings-51642605897?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106776706","content_text":"Tesla‘s fourth-quarter earnings are due out on Jan. 26. As the day approaches, Wall Street analysts are fine-tuning their earnings estimates for the quarter as well as 2022.The direction of earnings estimates is decidedly up. Rising estimates typically produces a powerful tailwind for any stock, but that hasn’t been the case with Tesla (ticker: TSLA) shares. That’s something bullish investors can look to when thinking about 2022 Tesla stock returns, unless the divergence signals something more ominous.Tuesday evening, Piper Sandler’s Alexander Potter was the latest analyst to update numbers. “We are boosting our estimates to reflect better-than-expected fourth-quarter deliveries, as well as a higher estimate for deliveries in 2022,” wrote Potter in his report.Tesla delivered almost 309,000 vehicles in the fourth quarter of 2021. Wall Street estimates were closer to 270,000. More cars means more earnings and Potter now expects Tesla to earn $2.50 a share in the fourth quarter, up from an earlier estimate of $2.24 a share.He also now models 1.53 million units sold in 2022 for Tesla, up from his earlier estimate for 1.38 million units. Potter’s 2022 earnings-per-share estimate goes to $12.14 from $9.91.He kept his Buy rating on Tesla stock and his $1,300 price target for shares.Overall, Wall Street fourth-quarter EPS estimates have gone to an average of about $2.25 from roughly $1.90 over the past couple of months. Estimates for 2022 EPS have risen to about $10 from about $8.67 over the same span.Earnings estimates for the coming year are up about 16% over the past 10 weeks or so. Tesla stock, however, is down about 7% over the same span. That divergence has left bullish investors wondering what is going on.The problem doesn’t appear to be Tesla. It’s the market. The Nasdaq Composite Index, home to many richly valued technology stocks, is off about 7% over the same span as Tesla’s recent drop. Meanwhile, the S&P 500 is up about 3%, and the Dow Jones Industrial Average has gained about 5%.Fears of interest-rate hikes are hurting tech-stock valuations. Rising rates hurt high valuations more than low valuations. That’s just the way the financial math works. Tesla is a highly valued stock. Shares are trading at roughly 85 times Potter’s 2022 EPS estimate. Stocks in the Russell 1000 Growth index trade for an average of about 31 times the 2022 EPS estimate.What bullish investors hope for is twofold. They hope Tesla beats fourth-quarter and 2022 EPS estimates. They also hope that interest rates settle down so investors can focus again on company fundamentals and not what the Federal Reserve is doing to tame inflation.Tesla stock closed lower 3.4% on Wednesday, while the S&P 500 and Nasdaq Composite fell 1% and 1.2%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008765524,"gmtCreate":1641528127215,"gmtModify":1676533625948,"author":{"id":"4099617986858470","authorId":"4099617986858470","name":"Mneme","avatar":"https://static.tigerbbs.com/c62e49372e114a94e5085cfaa3220d53","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[Speechless]&nbsp;","listText":"[Speechless]&nbsp;","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008765524","repostId":"1100831214","repostType":2,"repost":{"id":"1100831214","pubTimestamp":1641432481,"share":"https://www.laohu8.com/m/news/1100831214?lang=&edition=full","pubTime":"2022-01-06 09:28","market":"us","language":"en","title":"Cathie Wood’s ARK ETFs Are in a Deep Hole—Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1100831214","media":"Barrons","summary":"The new year did not bring a fresh start for Cathie Wood’s ARK Invest, a fund company known for its ","content":"<html><head></head><body><p>The new year did not bring a fresh start for Cathie Wood’s ARK Invest, a fund company known for its focus on innovation stocks and high price targets.</p><p>The firm’s flagship ARK Innovation exchange-traded fund (ARKK) plunged 7.1% in Wednesday trading, marking its worst day since Sept 3, 2020. All of ARK’s other ETFs, including the latest ARK Transparency ETF (CTRU) launched just last December, are also deep in the negative territory.</p><p>Growth stocks fell on Wednesday after the latest minutes from the Federal Reserve’s December policy meeting was released, suggesting that the central bank’s rate increases might be earlier and faster than market has expected.</p><p>Investors were spooked as Fed Chairman Jerome Powell shifted his tone to emphasize the risks of inflation—after months of describing the rising prices as “transitory”—as a new Covid-19 variant is rampaging across the country and causing supply-chain disruptions.</p><p>The S&amp;P 500 lost 2% in the last two hours of Wednesday’s trading, growth stocks within the index tumbled 3%, and the tech-heavy Nasdaq Composite dropped 3.3%.</p><p>But the ARK ETFs are some of the worst-performing funds amid Wednesday’s decline. Besides ARK Innovation, the ARK Genomic Revolution ETF (ARKG) is down 7.1%, the ARK Fintech Innovation ETF (ARKF) dropped 6.6%, and the ARK Next Generation Internet ETF (ARKW) fell by 6.2%. Other groups of growth stocks, such as blockchain, cannabis, clean energy, and technology, are also in deep red.</p><p>Wednesday’s loss was just the latest stretch of ARK funds’ year-long struggle. ARK ETFs were some of the best-performing funds in 2020, soaring an average of 150% as the pandemic accelerated the adoption of many emerging platforms and technologies that companies in its portfolios own.</p><p>Since peaking in February 2021, however, the funds have been tumbling downhill, shedding much of their gains from the year before. Rising inflation has made the future cash flow of growth-oriented innovation firms less valuable today, and investors were seeking returns from safer corners such as the cheaply-traded cyclical stocks.</p><p>With the Fed’s hawkish pivot, it looks like volatility in growth stocks and ARK funds will continue. But if inflation can be somewhat contained following the Fed’s tightening policy in 2022, innovation stocks might embrace some rebound—though that won’t be any time soon.</p></body></html>","source":"lsy1601382232898","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>Cathie Wood’s ARK ETFs Are in a Deep Hole—Already</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\">\nCathie Wood’s ARK ETFs Are in a Deep Hole—Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/ark-etf-funds-performance-51641424042?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The new year did not bring a fresh start for Cathie Wood’s ARK Invest, a fund company known for its focus on innovation stocks and high price targets.The firm’s flagship ARK Innovation exchange-traded...</p>\n\n<a href=\"https://www.barrons.com/articles/ark-etf-funds-performance-51641424042?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKG":"ARK Genomic Revolution ETF","ARKO":"ARKO Corp","ARKK":"ARK Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF"},"source_url":"https://www.barrons.com/articles/ark-etf-funds-performance-51641424042?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100831214","content_text":"The new year did not bring a fresh start for Cathie Wood’s ARK Invest, a fund company known for its focus on innovation stocks and high price targets.The firm’s flagship ARK Innovation exchange-traded fund (ARKK) plunged 7.1% in Wednesday trading, marking its worst day since Sept 3, 2020. All of ARK’s other ETFs, including the latest ARK Transparency ETF (CTRU) launched just last December, are also deep in the negative territory.Growth stocks fell on Wednesday after the latest minutes from the Federal Reserve’s December policy meeting was released, suggesting that the central bank’s rate increases might be earlier and faster than market has expected.Investors were spooked as Fed Chairman Jerome Powell shifted his tone to emphasize the risks of inflation—after months of describing the rising prices as “transitory”—as a new Covid-19 variant is rampaging across the country and causing supply-chain disruptions.The S&P 500 lost 2% in the last two hours of Wednesday’s trading, growth stocks within the index tumbled 3%, and the tech-heavy Nasdaq Composite dropped 3.3%.But the ARK ETFs are some of the worst-performing funds amid Wednesday’s decline. Besides ARK Innovation, the ARK Genomic Revolution ETF (ARKG) is down 7.1%, the ARK Fintech Innovation ETF (ARKF) dropped 6.6%, and the ARK Next Generation Internet ETF (ARKW) fell by 6.2%. Other groups of growth stocks, such as blockchain, cannabis, clean energy, and technology, are also in deep red.Wednesday’s loss was just the latest stretch of ARK funds’ year-long struggle. ARK ETFs were some of the best-performing funds in 2020, soaring an average of 150% as the pandemic accelerated the adoption of many emerging platforms and technologies that companies in its portfolios own.Since peaking in February 2021, however, the funds have been tumbling downhill, shedding much of their gains from the year before. Rising inflation has made the future cash flow of growth-oriented innovation firms less valuable today, and investors were seeking returns from safer corners such as the cheaply-traded cyclical stocks.With the Fed’s hawkish pivot, it looks like volatility in growth stocks and ARK funds will continue. But if inflation can be somewhat contained following the Fed’s tightening policy in 2022, innovation stocks might embrace some rebound—though that won’t be any time soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007318705,"gmtCreate":1642773468988,"gmtModify":1676533744574,"author":{"id":"4099617986858470","authorId":"4099617986858470","name":"Mneme","avatar":"https://static.tigerbbs.com/c62e49372e114a94e5085cfaa3220d53","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"What","listText":"What","text":"What","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007318705","repostId":"2205719041","repostType":2,"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}